DZ20240515

 

Industrial Economy

*The U.S. Government announced on the 14th that will impose tariffs on Chinese electric vehicles, Lithium batteries, photovoltaic cells, key minerals, semiconductors as well as steel and aluminum, port cranes, personal protective equipment and other products imported from China.

*NDRC issued the “Notice on Deepening the Diagnosis of Energy Efficiency in Key Energy Use Units”, which clarifies the work goals for energy efficiency diagnosis of key energy-consuming units, and forms energy-saving and carbon reduction transformation and energy-consuming equipment renewal project reserves.

*Shanghai several departments jointly issued “Several Measures to Further Deepen the Combination and Development of Nursing Institutions in this city”, which aims to further deepen the development of the combination of medical care in elderly care institutions.

 

International Relationship

*Russian president Putin will conduct a state visit to China from May 16th to 17th at the invitation of the Chairman Xi Jinping.

 

Data

*CPCAAUTO: In April, the national retail sales of pickup truck was 44k units, up 4.4% y/y and down 13.1% m/m respectively, which is at a relatively high level in the past five years.

 

May 14 Block Trade Info

*Discount

- Lingrui Pharma (600285 CH) saw 12 block trades worth 267.01mn at 24.57yuan per share, 4.99pct discount from last closing.

- Yizumi (300415 CH) saw 1 block trades worth 109.97mn at 25.52yuan per share, 0.62pct discount from last closing.

- China Merchants Expressway Network (001965 CH) saw 10 block trades worth 283.66mn at 10.60yuan per share, 6.28pct discount from last closing.

 

*Flat

- Moutai (600519 CH) saw 4 block trades worth 629.46mn at 1701.98yuan per share, flat from last closing.

- Eaglerise Electric (002922 CH) saw 1 block trades worth 109.20mn at 21.00yuan per share, flat from last closing.

- Hengyi Petrochemical (000703 CH) saw 2 block trades worth 56.93mn at 7.61yuan 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 down collectively. June NYMEX crude oil contract down 0.85% to closed at $78.45/b, July Brent contract down 0.72% to closed at $82.76/b. INE crude oil active contract down 1.02% to 612.1 yuan/b.

* Precious metals closed up collectively, COMEX gold active contract up 0.87% and closed at $2363.5/oz. SHFE gold active contract up 0.64% and closed at 559.62 yuan/gram.

* Metals closed mixed, LME tin up 1.28%, LME lead up 0.76%. LME nickel down 1.17%, LME copper down 1.08%. SHFE tin up 1.18%, SHFE lead up 1.04%, bonded copper down 0.96%, SHFE copper down 0.94%.

* Commodity futures closed down collectively, chemistry and energy products closed down mostly, soda ash down 2.71%, fuel oil down 1.45%, glass down 1.45%. Black series closed down collectively, iron ore down 1.49%, coke down 1.24%, coking coal down 1.19%. Agricultural products closed down collectively, rapeseed oil down 2.04%, RBD palm olein down 1.84%, soybean oil down 1.47%.

 

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