DZ20240704

 

Industrial Economy

*State Council Premier Li Qiang researched in Suzhou, Jiangsu, who pointed out that the digital transformation of manufacturing industry is related to the overall situation of modern industrial system construction and high-quality economic development, deeply promote the empowerment of artificial intelligence.

*MIIT jointly with five other departments released the “Notice on the Announcement of the List of Pilot Cities for the Application of Intelligent Connected Vehicle”, which identified 20 cities as pilot cities for the application of “Car Road Cloud Integration”.

*National Health Commission and National Administration of Traditional Chinese Medicine recently issued the “Notice on the Continuous Carrying of the Year of Economic Management of Public Medical Institutions from 2024 to 2025”, which proposes that by the end of 2025, 50% of the third-level public hospitals are expected to apply an operational management information integration platform.

 

Data

*CPCAAUTO: Preliminary statistics show that June retail sales of the passenger car market reached 1.755mio units, down 8% y/y and up of 2% m/m, with the retail sales of NEV reached 864k units, up 30% y/y and up 6% m/m.

 

July 3 Block Trade Info

*Discount

- Jovo Energy (605090 CH) saw 29 block trades worth 342.55mn at 27.06yuan per share, 5.62pct discount from last closing.

- Zijin Mining (601899 CH) saw 8 block trades worth 80.12mn at 17.50yuan per share, 2.18pct discount from last closing.

- Start Group (600734 CH) saw 3 block trades worth 253.12mn at 2.29/2.49yuan per share, 0.80/8.76pct discount from last closing.

 

*Flat

- China Minsheng Banking (600016 CH) saw 1 block trades worth 138.19mn at 3.86yuan 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. August NYMEX crude oil contract up 0.95% to closed at $83.60/b, September Brent contract up 0.99% to closed at $87.09/b. INE crude oil active contract up 0.72% to 639.4 yuan/b.

* Precious metals closed up collectively, COMEX gold active contract up 1.37% and closed at $2365.4/oz. SHFE gold active contract up 1.08% to closed at 558.70 yuan/gram.

* Metals closed up collectively, LME nickel up 2.56%, LME zinc up 2.07%, LME copper up 1.86%, LME tin up 1.15%. Bonded copper up 1.54%, SHFE copper up 1.44%, SHFE tin up 0.84%.

* Commodity futures closed up mostly, chemistry and energy products closed mixed, glass up 1.15%, low sulfur fuel oil down 1.3%. Black series closed up collectively, iron ore up 1.71%, coke and steel rebar up nearly 1%. Agricultural products closed mixed.

 

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