DZ20240530

 

Xi’s Emphasis

*Chairman Xi Jinping recently made important instructions on further improving the construction of the “Four Good Rural Roads” and pointed out to promote high-quality development in rural areas.

 

Industrial Economy

*State Council issued the “Action Plan for Energy Conservation and Carbon Reduction from 2024 to 2025”, which proposes that in 2024, the energy consumption and carbon dioxide emissions per unit of GDP will be reduced by about 2.5% and 3.9% respectively.

*NDRC, MoF and multiple departments jointly issued the “National Disease Prevention and Control Action Plan (2024-2025)”.

*Ministry of Ecology and Environment prepared the “Implementation Plan for Establishing Carbon Footprint Management System”, which is planned to be jointly issued with other departments in the near future to establish a unified and standardized carbon footprint management system.

 

Data

*CPCAAUTO: From May 1st to 26th, the retail sales of the passenger car market reached 1.208mio units, down 6% y/y and down 2% y/y, with the retail sales of the NEV reached 0.57mio units, up 27% y/y and up 2% m/m respectively.

 

May 29 Block Trade Info

*Discount

- Skyverse Tech (688361 CH) saw 5 block trades worth 55.64mn at 51.14/51.29yuan per share, 1/1.29pct discount from last closing.

- Shaanxi Coal Industry (600094 CH) saw 3 block trades worth 56.96mn at 4.21yuan per share, 9.85pct discount from last closing.

 

*Flat

- Zijing Mining (601899 CH) saw 1 block trades worth 74.35mn at 18.45yuan per share, flat from last closing.

- Dong-E-E-Jiao (000423 CH) saw 1 block trades worth 71.41mn at 68.80yuan 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. July NYMEX crude oil contract down 0.69% to closed at $79.28/b, August Brent contract down 0.67% to closed at $83.38/b. INE crude oil active contract down 0.13% to 616.5 yuan/b.

* Precious metals closed mixed, COMEX gold active contract down 0.83% and closed at $2336.9/oz. SHFE gold active contract down 0.37% and closed at 557.52 yuan/gram.

* Metals closed up mostly, LME aluminum up 2.36%, LME tin up 0.46%, LME zinc up 0.39%, LME lead down 1.15%. SHFE aluminum up 2.77%, SHFE tin up 0.77%, SHFE zinc up 0.76%, SHFE lead up 0.50%.

* Commodity futures closed up mostly, chemistry and energy products closed up collectively, TSR 20 up 4.31%, natural rubber up 2.98%, butadiene rubber up 2.81%, glass up 2.75%, soda ash up 2.23%. Black series closed up collectively, coke up 2.63%, steel rebar up 1.71%, hot-rolled coil up 1.55%. Agricultural products closed mixed, rapeseed oil up nearly 1%.

 

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