DZ20240605

 

Industrial Economy

*MIIT and other four departments jointly issued the ”Notice on Carrying out Pilot Work for Intelligent Connected Vehicle Admission and Access”, which pointed out to accelerate the mass production and application of intelligent connected vehicle products through pilot projects, drive the integration of automobiles with industries such as new energy and AI.

*National Energy Administration publicly solicited opinions on the “Basic rules for electricity market registration”, which proposes to further deepen the reform of the power system, accelerate the construction of a unified national market and unify the registration mechanism for the power market

*Ministry of Transport and Ministry of Finance jointly issued the “Notice on Carrying out the Application for Strengthening the Chain of National Comprehensive Freight Hubs in 2024”.

*The “Implementation Opinions on the Purchase and Application Subsidy of Agricultural Machinery from 2024 to 2026” has been issued and implemented recently.

*Civil Aviation Administration issued the “Implementation Plan for Facilitation of Travel and Payment for Civil Aviation Passengers”, proposing related tasks in key areas such as convenient ticket purchases, multilingual services, and overseas bank card acceptance.

 

June 4 Block Trade Info

*Discount

- Skyverse Tech (688361 CH) saw 4 block trades worth 52.56mn at 52.53/52.58yuan per share, 0.90/1.00pct discount from last closing.

- Jiuli Hi-Tech (002318 CH) saw 1 block trades worth 57.98mn at 24.72yuan per share, 2.98pct discount from last closing.

- Hisense Home Appliances (000921 CH) saw 1 block trades worth 161.10mn at 39.88yuan per share, 3.30pct discount from last closing.

 

*Flat

- COSCO Shipping (601919 CH) saw 1 block trades worth 37.97mn at 16.58yuan per share, flat from last closing.

 

*Margin Trade

Total Margin Balance

1.4834 trillion

Total Short Selling Balance

38.4 billion

SH Margin Balance

0.7842 trillion

SH Short Selling Balance

24.7 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

600919

122mio

601868

4.1mio

601919

98.4mio

600157

2.9mio

601020

77.0mio

601933

2.1mio

601318

69.9mio

600310

1.9mio

601600

64.1mio

600010

1.1mio

SZ Margin Balance

0.6981 trillion

SZ Short Selling Balance

13.8 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

002714

141mio

002373

0.9mio

300059

133mio

002145

0.6mio

002371

86.3mio

002063

0.5mio

002155

82.3mio

000035

0.5mio

002129

64.9mio

300182

0.5mio

 

*Connection Trade

SH-HK Connection (bn cny/hkd)

SZ-HK Connection (bn cny/hkd)

Northbound Net Cash Flow

+2.351

Northbound Net Cash Flow

+1.027

Southbound Net Cash Flow

+4.701

Southbound Net Cash Flow

+4.122

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

002594

371

0.54

600919

453

1.77

300750

327

0.37

000333

370

0.82

601888

271

1.86

300124

335

2.24

603501

242

2.06

600919

284

1.95

600406

238

1.30

600048

208

1.70

 

*Index Futures

Position of Top 20 members (Unit lots)

CSI 300 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IF2406

82,954

-2,023

80,765

-3,732

94,489

-5,159

IF2407

7,475

1,074

9,911

753

12,104

806

IF2409

27,707

128

60,490

-749

84,713

-856

IF2412

6,323

-612

14,609

-264

17,843

-360

SSE 50 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IH2406

48,258

1,290

38,965

-1,064

45,980

-1,147

IH2409

16,627

-348

26,157

107

38,172

-106

CSI 500 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IC2406

82,076

831

99,433

-5,225

99,440

-4,061

IC2407

12,200

2,158

12,650

1,763

12,086

1,493

IC2409

27,966

3,522

64,736

263

67,394

-243

IC2412

13,465

3,065

36,581

1,162

34,468

1,348

CSI 1000 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IM2406

127,539

-1,096

86,546

-5,376

92,255

-5,840

IM2407

12,053

458

10,804

520

12,280

631

IM2409

47,075

-863

61,294

-1,164

69,176

-1,065

IM2412

18,868

298

38,723

-99

37,215

-72

 

*Index Options

Position of Top 20 members (Unit lots)

CSI 300 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IO2406

115182

-11411

63397

-2276

73785

-1348

IO2409

3014

-193

25941

304

29265

350

CSI 1000 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

MO2406

211154

-31525

85963

468

92263

-680

MO2409

5991

-1947

27892

309

31740

422

SSE50 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

HO2406

34760

-4721

29702

137

34693

174

 

*Treasury Futures

Position of Top 20 members (Unit lots)

2-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TS2406

92

-162

1,923

-13

1,923

-13

TS2409

43,402

-9,059

45,045

-16

48,614

-707

5-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TF2406

22

-25

3,760

-840

3,760

-840

TF2409

72,856

-21,956

92,768

-1,775

99,008

-674

10-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

T2406

588

324

258

46

258

46

T2409

85,496

-7,324

144,857

-255

137,047

-629

30-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TL2406

0

-60

656

-207

656

-207

TL2409

49,326

-4,976

57,167

439

53,606

529

 

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

Top 3 Gainers (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Rapeseed Meal

RM409

2,790.0

+1.64%

399,770

873,708

Glass

FG409

1,689.0

+1.5%

522,696

673,982

Bleached Softwood Kraft Pulp

SP2409

6,120.0

+1.46%

208,948

234,307

Top 3 Loser (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Silver

AG2408

7,782.0

-3.02%

1,275,440

399,514

Bonded Copper

BC2407

71,620.0

-2.24%

7,017

6,816

Low Sulfur Fuel Oil

LU2408

3,903.0

-2.11%

38,514

71,534

 

* Commodities (night session):

* Global crude oil price closed down collectively. July NYMEX crude oil contract down 1.75% to closed at $72.92/b, August Brent contract down 1.44% to closed at $77.23/b. INE crude oil active contract down 1.82% to 570.6 yuan/b.

* Precious metals closed down collectively, COMEX gold active contract down 0.97% and closed at $2346.4/oz. SHFE gold active contract down 0.61% and closed at 551.84 yuan/gram.

* Metals closed down collectively, LME nickel down 2.89%, LME copper down 2.12%, LME lead down 1.97%, LME tin down 1.61%. Bonded copper down 2.24%, SHFE copper down 1.90%, SHFE tin down 1.37%.

* Commodity futures closed mixed, chemistry and energy products closed down mostly, low sulfur fuel oil down 2.11%, fuel oil down 1.97%, LPG down 1.47%. Black series performed mixed. Agricultural products closed up mostly, rapeseed meal up 1.64%, soybean meal up 1.07%.

 

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