DZ20240228

 

Industrial Economy

*NDRC and National Energy Administration jointly released guidance on strengthening the construction of peak-regulating energy storage and intelligent scheduling capacity in the power grid, which pointed out that by 2027, the scale of pumped storage power stations will reach more than 80mio kilowatts. Focus on end-users such as big data centers, 5G base stations, industrial parks, relying on the integrated source network and load storage mode to reasonably allocate user-side energy storage.

*The National Press and Publication Administration released information on the approval of domestic online games for February, with a total of 111 games approved, PWRD (002624 CH) and NTES-S (9999 HK) games are listed.

*Ministry of Housing and Urban-Rural Development issued a notice requiring all regions to scientifically formulate annual plans for housing development in 2024 and 2025. Each region should determine housing demand based on changes in population, scientifically arrange land supply according to housing demand, and guide the allocation of financial resources.

*The Civil Aviation Administration released the “Minimum performance requirements for operational recognition of civil small unmanned aerial vehicles”, which pointed out to further promote the upgrading of civil aviation industry, and lay a foundation for healthy and orderly development of the drone industry.

 

Financial

*Jiangsu Province issued the “Several Measures on Further Optimizing the Foreign Investment Environment and Increasing the Efforts to attract Foreign Investment”, which pointed out to support normalized overseas investment promotion in various regions and encourage foreign investment to participate in the construction of key industrial clusters.

 

Feb 27 Block Trade Info

*Discount

- Hygon Info (688041 CH) saw 1 block trades worth 79.96mn at 70.00yuan per share, 20.45pct discount from last closing.

- Hunan Yuneng New Energy (301358 CH) saw 1 block trades worth 303.29mn at 20.96yuan per share, 20.88pct discount from last closing.

 

*Flat

- JCHX Mining Management (603979 CH) saw 1 block trades worth 119.34mn at 43.80yuan per share, flat from last closing.

- Zijin Mining (601899 CH) saw 2 block trades worth 51.36mn at 13.16yuan per share, flat from last closing.

- China Yangtze Power (600900 CH) saw 39 block trades worth 249.48mn at 24.93yuan per share, flat from last closing.

- Avic Aviation High-tech (600862 CH) saw 1 block trades worth 164.70mn at 19.54yuan per share, flat from last closing.

- Moutai (600519 CH) saw 4 block trades worth 2.05bn at 1689.50yuan per share, flat 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 up collectively. April NYMEX crude oil contract up 1.21% to closed at $78.52/b, May Brent contract up 0.72% to closed at $82.26/b. INE crude oil active contract up 1.84% to 609.0 yuan/b.

* Precious metals closed up collectively, COMEX gold active contract up 0.02% and closed at $2039.4/oz. SHFE gold active contract up 0.15% and closed at 481.82 yuan/gram.

* Metals closed up mostly, LME nickel up 2.19%, LME tin up 1.09%, LME aluminum up 0.92%, LME lead down 0.67% on the contrast. SHFE nickle up 2.37%, SHFE tin up 0.29%, SHFE lead down 0.13%.

* Commodity futures performed strong mostly, methanol up 2.47%, coking coal up 1.96%, iron ore up 1.71%, No.2 soybeans up 1.29%.

 

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