DZ20240123

 

Policy

*The State Council Premier Li Qiang presided over the executive meeting, emphasizing research and deploy to promote the new industrialization of AI empowerment. Further improve the basic system of the capital market and increase the efforts to enter the market for medium and long-term funds. Research on measures to comprehensively promote rural revitalization.

*General Office of the Central Committee of the CPC and General Office of the State Council jointly issued the “Implementation Plan for the Comprehensive Reform Pilot in Pudong New Area (2023-2027)” on January 22nd, improving the institutional arrangements for the listing financing, mergers and acquisitions of technology companies in the capital market, deepen the reform of the household registration system, adjust and improve the credit settlement policy.

 

Financial

*The volatility of the capital market is causing high-level attention. The National Conference emphasized increasing the efforts to enter the market for medium and long-term funds and enhancing internal stability in the market. Several institutional personnel also called for the acceleration of the launch of Pingzhun Fund.

 

Industrial Economy

*The National Energy Administration recently issued the “Key Points for Energy Regulatory Work in 2024”, proposing to actively promote cross-provincial and cross-regional power market-oriented transactions, clean energy transactions and green electricity transactions.

 

Jan 22 Block Trade Info

*Discount

- Ingenic Semiconductor (300223 CH) saw 1 block trades worth 199.99mn at 50.12yuan per share, 4.00pct premium from last closing.

- Hongbo (002229 CH) saw 5 block trades worth 208.10mn at 20.81yuan per share, 4.01pct premium from last closing.

 

*Flat

- Zijin Mining (601899 CH) saw 2 block trades worth 110.10mn at 11.68yuan per share, flat from last closing.

- Moutai (600519 CH) saw 10 block trades worth 243.29mn at 1642.00yuan per share, flat from last closing.

- Wanhua Chemical (600309 CH) saw 3 block trades worth 89.10mn at 69.17yuan per share, flat from last closing.

- China Eastern Airlines (600115 CH) saw 3 block trades worth 68.69mn at 3.69yuan per share, flat from last closing.

- CATL (300750 CH) saw 4 block trades worth 47.83mn at 155.66yuan per share, flat from last closing.

 

*Margin Trade （SZ Margin Trade Not Released）

 

*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 up collectively. March NYMEX crude oil contract up 1.94% to closed at $74.67/b, March Brent contract up 1.74% to closed at $79.93/b. INE crude oil active contract up 1.67% to 572.7 yuan/b.

* Precious metals closed down collectively, COMEX gold active contract down 0.31% and closed at $2023.1/oz. SHFE gold active contract down 0.42% and closed at 478.66 yuan/gram.

* Metals closed mixed, LME tin up 1.63%, LME lead up 0.81%, LME aluminum down 0.51%, LME zinc down 0.32%. SHFE tin up 0.71%, SHFE lead up 0.36%, SHFE aluminum down 0.27%.

* Commodity futures closed mixed, chemistry and energy products closed mixed, soda ash up 2.73%, TSR 20 down 2.58%, natural rubber down 2.3%. Black series closed up collectively, iron ore up 1.37%. Agricultural products closed down mostly, rapeseed oil down 1.33%.

 

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