DZ20240607

 

Industrial Economy

*State Council issued the “Key Tasks for Deepening Medical and Health System Reform in 2024”, which mentioned to support the layout of the entire industry chain of leading enterprises in the traditional Chinese medicine and accelerate the construction of the full industry chain traceability system.

*State Administration for Financial Regulation issued guidance on promoting the high-quality development of inclusive insurance, which mentions that the supply of insurance protection for specific groups will be increased, including elderly people, disabled people, and people with past illnesses and chronic diseases.

*Guangdong Province issued the notice of “Several measures to empower various industries with artificial intelligence”, which proposes that by 2025, the core industry scale of AI will exceed cny 300bn, intelligent network support for new energy vehicles.

 

Financial

*CSRC: The new delisting regulations have set a transition period, and there will be no significant increase in delisted companies in the short term.

 

June 6 Block Trade Info

*Discount

- Honghua Digital Tech (688789 CH) saw 8 block trades worth 128.39mn at 103.44yuan per share, 6.04pct discount from last closing.

- Arctech Solar (688408 CH) saw 19 block trades worth 85.98mn at 93.89yuan per share, 6.74pct discount from last closing.

 

*Flat

- Rongda Photosensitive&Tech (300576 CH) saw 4 block trades worth 61.57mn at 39.09yuan per share, flat from last closing.

- Vanke (000002 CH) saw 4 block trades worth 251.08mn at 8.02yuan per share, flat from last closing.

 

*Margin Trade

Total Margin Balance

1.4762 trillion

Total Short Selling Balance

36.8 billion

SH Margin Balance

0.7820 trillion

SH Short Selling Balance

23.7 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

601318

121mio

601868

1.2mio

601985

65.5mio

600157

1.0mio

600795

62.5mio

600010

1.0mio

603019

54.1mio

600648

0.9mio

601699

52.0mio

601860

0.8mio

SZ Margin Balance

0.6930 trillion

SZ Short Selling Balance

13.0 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

000021

52.4mio

002219

2.0mio

000636

27.7mio

300015

1.9mio

000519

22.7mio

002506

0.9mio

000555

21.6mio

000665

0.8mio

000538

10.7mio

002607

0.7mio

 

*Connection Trade

SH-HK Connection (bn cny/hkd)

SZ-HK Connection (bn cny/hkd)

Northbound Net Cash Flow

+4.079

Northbound Net Cash Flow

+2.694

Southbound Net Cash Flow

+2.147

Southbound Net Cash Flow

+1.521

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

688036

2543

24.63

000333

426

0.96

603939

1870

41.71

300394

227

4.55

600900

434

0.63

300015

146

1.29

300308

409

3.04

300124

140

0.94

601138

339

0.72

000021

136

6.39

 

*Index Futures

Position of Top 20 members (Unit lots)

CSI 300 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IF2406

94,601

31,049

81,361

5,110

95,468

6,013

IF2407

12,021

5,759

12,483

2,028

15,553

2,520

IF2409

36,481

13,537

64,215

2,487

88,578

3,282

IF2412

6,603

2,682

15,103

305

18,373

324

SSE 50 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IH2406

54,610

18,869

41,450

4,352

47,413

3,515

IH2409

20,486

10,011

28,770

2,800

40,874

3,044

CSI 500 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IC2406

91,625

29,356

99,735

4,160

100,008

4,658

IC2407

11,713

3,602

14,686

2,039

13,941

1,900

IC2409

30,379

10,374

66,352

3,085

69,632

3,483

IC2412

12,662

2,032

37,965

1,640

35,790

1,550

CSI 1000 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IM2406

151,912

53,035

93,947

9,209

99,138

9,005

IM2407

16,241

6,919

13,127

2,343

15,518

3,119

IM2409

61,431

27,686

65,288

5,510

74,182

6,618

IM2412

20,187

7,515

40,102

1,430

38,843

1,935

 

*Index Options

Position of Top 20 members (Unit lots)

CSI 300 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IO2406

143152

54423

63524

669

73819

702

IO2409

3441

1038

26551

238

29871

121

CSI 1000 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

MO2406

333922

174185

86212

1366

92505

1116

MO2407

32695

32695

14044

14044

15362

15362

MO2409

11067

7871

28215

347

32486

658

MO2412

4763

4763

17535

17535

18758

18758

SSE50 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

HO2406

43202

20348

30568

590

35126

398

 

*Treasury Futures

Position of Top 20 members (Unit lots)

2-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TS2409

47,618

5,037

46,811

655

50,139

931

5-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TF2409

60,298

-10,649

96,255

714

103,749

412

10-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

T2409

75,507

-21,397

148,525

188

144,971

1,004

30-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TL2409

47,143

2,754

57,944

778

53,961

289

 

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

Top 3 Gainers (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

TSR 20

NR2408

13,675.0

+5.11%

67,954

76,812

Silver

AG2408

8,283.0

+4.54%

1,408,541

416,507

Natural Rubber

RU2409

15,890.0

+4.47%

256,622

235,650

Top 3 Loser (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

LPG

PG2409

4,471.0

-0.11%

48,928

95,232

Polished Round-Grained Rice

RR2408

3,507.0

-0.09%

1,028

8,602

PTA

TA409

5,872.0

-0.07%

174,281

810,841

 

* Commodities (night session):

* Global crude oil price closed up collectively. July NYMEX crude oil contract up 2.16% to closed at $75.67/b, August Brent contract up 2.05% to closed at $80.02/b. INE crude oil active contract up 1.90% to 584.9 yuan/b.

* Precious metals closed up collectively, COMEX gold active contract up 0.83% and closed at $2395.2/oz. SHFE gold active contract up 0.75% and closed at 563.50 yuan/gram.

* Metals closed up collectively, LME zinc up 3.29%, LME copper up 2.22%, LME zinc up 1.89%, LME nickel up 1.51%. SHFE tin up 2.51%, bonded copper up 1.69%, SHFE nickel up 1.43%.

* Commodity futures closed up collectively, chemistry and energy products performed strong, butadiene rubber up 6.8%, TSR 20 up 5.11%, natural rubber up 4.47%. Black series closed up collectively, coke up 2.46%, coking coal up 1.5%, iron ore up 1.44%. Agricultural products closed up mostly, RBD palm olein up 2.41%, soybean oil up 2.01%, No.2 soybeans up 1.65%.

 

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