DZ20240222

 

Industrial Economy

*SASAC held a special promotion meeting on Artificial Intelligence for central enterprises to empower industries and revitalize them, which pointed out that the central enterprises should put the development of AI in the overall work of planning to accelerate the construction of a number of intelligent computing power centers.

*MIIT, Ministry of Education and other two departments jointly issued the “Key Points for Enhancement of National Digital Sustainability and Skills Work in 2024”, which pointed out to cultivate high-level composite digital talents to support stronger and better digital economy.

*Ministry of Housing and Urban-Rural Development: Solidly carry out peoples livelihood measures such as the renovation of old residential areas, urban and village renovations, the construction of affordable housing and the construction of “four good” projects.

*China State Railway Group and CCB signed the “Financial Services Cooperation Agreement for Promoting High-Quality Development of Modern Railway Logistics”, the pilot of railway logistics and financial services has been launched.

 

Financial

*Ministry of Justice, NDRC and the Legislative Affairs Commission of NPC jointly organized a symposium on legislation for promoting private economy, the drafting work of the law on promoting private economy has been initiated.

 

Feb 21 Block Trade Info

*Premium

- Hec Tech (600673 CH) saw 1 block trades worth 182.55mn at 7.35yuan per share, 0.82% premium from last closing.

 

*Flat

- Verisilicon Microelectronics (688521 CH) saw 2 block trades worth 65.00mn at 37.68yuan per share, flat from last closing.

- Moutai (600519 CH) saw 2 block trades worth 54.28mn at 1717.66yuan per share, flat from last closing.

- Xingye Silver&Tin Mining (000426 CH) saw 3 block trades worth 94.53mn at 8.96yuan per share, flat from last closing.

 

*Margin Trade

Total Margin Balance

1.4022 trillion

Total Short Selling Balance

43.9 billion

SH Margin Balance

0.7453 trillion

SH Short Selling Balance

28.1 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

603986

148mio

601006

3.3mio

600036

130mio

600901

1.5mio

600809

118mio

600010

1.1mio

601088

116mio

601916

0.9mio

603259

97.0mio

601238

0.9mio

SZ Margin Balance

0.6558 trillion

SZ Short Selling Balance

15.8 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

300418

201mio

000001

2.3mio

300223

189mio

000982

1.4mio

002466

116mio

002124

0.8mio

301236

104mio

300315

0.7mio

000977

92.1mio

300166

0.5mio

 

*Connection Trade

SH-HK Connection (bn cny)

SZ-HK Connection (bn cny)

Northbound Net Cash Flow

+9.641

Northbound Net Cash Flow

+3.954

Southbound Net Cash Flow

+0.657

Southbound Net Cash Flow

+0.426

Top 5 Northbound Inflow

Top 5 Northbound Outflow

Name

Market Value (mio cny)

‰ out of ttl share outstanding

Name

Market Value (mio cny)

‰ out of ttl share outstanding

600519

1386

0.66

002050

341

4.09

600036

772

0.97

603986

115

2.46

000858

440

0.84

300735

97.6

7.27

601318

386

0.50

000625

93.3

0.72

300750

303

0.43

603258

93.2

20.49

 

*Index Futures

Position of Top 20 members (Unit lots)

CSI 300 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IF2403

145,094

58,380

111,049

4,827

132,961

2,832

IF2406

53,005

22,046

58,656

4,894

77,466

5,520

IF2409

21,510

7,397

22,004

2,667

31,767

3,151

SSE 50 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IH2403

95,160

44,284

56,593

7,092

71,410

4,812

IH2406

32,523

14,816

26,340

3,989

36,557

4,413

IH2409

11,933

6,174

9,963

1,284

14,796

1,670

CSI 500 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IC2403

134,928

32,734

118,495

718

124,224

751

IC2406

56,240

10,739

75,051

1,315

79,356

1,574

IC2409

24,404

6,129

35,460

660

35,480

393

CSI 1000 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IM2403

197,828

42,216

100,889

2,761

112,314

4,752

IM2406

75,504

22,986

66,419

5,706

74,561

6,365

IM2409

41,654

15,990

37,079

4,321

39,393

4,404

 

*Index Options

Position of Top 20 members (Unit lots)

CSI 300 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IO2403

260848

182011

58784

2266

65423

1407

CSI 1000 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

MO2403

320283

128829

74017

3835

75632

2145

MO2406

15921

7647

23167

367

27311

86

MO2409

5916

937

26641

489

27477

205

SSE50 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

HO2403

131713

106483

28401

789

31682

1517

 

*Treasury Futures

Position of Top 20 members (Unit lots)

2-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TS2403

44,686

-494

30,944

-2,868

34,793

-3,759

TS2406

28,276

-1,818

31,926

3,057

34,364

2,994

5-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TF2403

57,629

-15,384

39,794

-7,315

44,128

-7,919

TF2406

66,586

-4,689

78,726

5,105

78,465

5,850

10-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

T2403

76,534

6,855

54,182

-13,689

56,226

-15,958

T2406

129,896

49,117

116,858

18,987

105,743

17,851

30-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TL2403

16,497

2,477

17,766

-2,066

17,803

-2,421

TL2406

51,183

13,770

36,676

3,204

37,474

3,743

 

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

Top 3 Gainers (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Coking Coal

JM2405

1,776.0

+3.11%

80,016

134,759

Coke

J2405

2,378.5

+1.91%

11,377

26,985

Nickel

NI2403

129,630.0

+1.83%

76,595

57,159

Top 3 Loser (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Glass

FG405

1,673.0

-0.83%

213,463

528,896

Rapeseed Meal

RM405

2,442.0

-0.77%

264,257

741,017

Soybean Meal

M2405

2,990.0

-0.73%

321,100

1,600,386

 

* Commodities (night session):

* Global crude oil price closed up collectively. April NYMEX crude oil contract up 1.32% to closed at $78.06/b, April Brent contract up 0.96% to closed at $83.13/b. INE crude oil active contract up 0.03% to 598.7 yuan/b.

* Precious metals closed down collectively, COMEX gold active contract down 0.15% and closed at $2036.8/oz. SHFE gold active contract down 0.28% and closed at 479.86 yuan/gram.

* Metals closed up mostly, LME nickel up 2.77%, LME lead up 1.59%, LME aluminum up 1.23%, LME tin down 1.1% on the contrast. SHFE nickel up 1.83%, bonded copper up 0.52%, SHFE tin down 0.64%, SHFE aluminum down 0.34%.

* Commodity futures closed mixed, chemistry and energy products closed up mostly, TSR 20 up 1.11%, EB up nearly 1%. Black series closed up collectively, coking coal up 3.11%, coke up 1.91%. Agricultural products closed down mostly.

 

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