DZ20231205

 

Financials

*CSRC: Focus on improving regulatory adaptability and pertinence, creating a more favorable environment for the reform and development of the capital market. Dynamically optimize IPO pricing, refinancing, reduction and other institutional arrangements to promote dynamic balance of investment and financing. Prevent the resonance of real estate risks, local debt risks and financial risks, said by Yi Huiman, head of CSRC.

*SASAC held a special meeting on promoting the special governance work for inspection and rectification of central enterprises, which pointed out to focus on trust companies, financial companies, commercial factoring companies, and private equity investment funds to resolutely prevent and resolve business risks in the financial sector of central enterprises.

 

Industrial Economy

*The main leaders of the Bank of China recently visited Greentown Group, LONGFOR GROUP, Vanke Group and multiple mixed ownership and private real estate companies, and conducted one-on-one exchanges around deepening cooperation between banks and enterprises, helping the development of the real estate market with finance.

*The National Press and Publication Administration released information on the approval of domestic online games in November, with a total of 87 games approved, including Netease and PWRD games listed.

 

Data

*CPCAAUTO: It is estimated that the wholesale sales volume of NEV by manufacturers in November will be 940k units, increased by 29% y/y and 6% m/m.

 

Dec 4 Block Trade Info

*Discount

- China Wafer Level Csp (603005 CH) saw 1 block trades worth 115.85mn at 23.17yuan per share, 1.32pct discount from last closing.

- Three Gorges Water Conservancy and Electric Power (600116 CH) saw 5 block trades worth 653.00mn at 6.83yuan per share, 9.89pct discount from last closing.

- Mehow Innovative (301363 CH) saw 17 block trades worth 92.77mn at 32.00yuan per share, 15.37pct discount from last closing.

 

*Premium

- Offcn Education (002607 CH) saw 2 block trades worth 213.01mn at 4.88yuan per share, 0.41pct premium from last closing.

 

*Margin Trade

 

*Connection Trade

 

*Index Futures

 

*Index Options

 

*Treasury Futures

 

*Night Session Commodities Market (As of 02:30 am)

 

* Commodities (night session):

* Global crude oil price closed down collectively. January NYMEX crude oil contract down 1.05% to closed at $73.29/b, February Brent contract down 0.89% to closed at $78.18/b. INE crude oil active contract down 1.99% to 557.4 yuan/b.

* Precious metals closed down collectively, COMEX gold active contract down 1.99% and closed at $2048.2/oz. SHFE gold active contract down 1.49% and closed at 472.98 yuan/gram.

* Metals closed down mostly, LME zinc down 2.83%, LME copper down 2.13%, LME nickel down 2.01%. LME tin up 1.84% on the contrast. SHFE zinc down 1.37%, bonded copper down 0.98%, SHFE tin up 1.07% on the contrast.

* Commodity futures closed down mostly, chemistry and energy products closed down collectively, glass down 1.83%, EB down 1.58%, PVC down 1.46%. Black series closed down collectively, coking coal down 3.52%. Agricultural products closed up mostly, soybean meal up 1.39%, No.2 soybeans up 1.35%.

 

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