DZ20240708

 

Industrial Economy

*Premier Li Qiang presided over the State Council executive meeting and approved the “Implementation Plan for Supporting the Development of Innovative Drugs in the Full Chain”. Studied and deployed work related to the high-quality development of the digital economy.

*Shanghai will release the “Action Plan for High-Quality Development of Shanghai’s Low-altitude Economy Industry (2024-2027)” recently, which proposes to support more than 10 leading enterprises in low-altitude economic R&D and manufacturing by 2027.

*SSE held a special training session on “Eight Measures for the Science and Technology Innovation Board” integrated circuit companies, with more than 80 personnel from nearly 50 integrated circuit companies attended the meeting.

*The party committee of Shanghai SASAC conducted special studies on seizing the development opportunities of AI development, accelerate the cultivation and development of new quality productivity in key industries.

 

Financial

*CSRC and other six departments jointly issued the “Opinions on further improving the comprehensive punishment and prevention of financial fraud in the capital market” on July 5th.

 

July 5 Block Trade Info

*Discount

- Zhenhua Fengguang (688439 CH) saw 25 block trades worth 80.91mn at 56.78yuan per share, 8.73pct discount from last closing.

- 712 (603712 CH) saw 28 block trades worth 115.93mn at 14.61yuan per share, 9.87pct discount from last closing.

- Poly (600048 CH) saw 7 block trades worth 40.24mn at 8.71yuan per share, 1.02pct discount from last closing.

- Iflytek (002230 CH) saw 1 block trades worth 70.04mn at 40.60yuan per share, 1.46pct discount from last closing.

 

*Flat

- China Yangtze Power (600900 CH) saw 2 block trades worth 99.69mn at 29.32yuan per share, flat from last closing.

 

*Margin Trade

Total Margin Balance

1.4375 trillion

Total Short Selling Balance

31.9 billion

SH Margin Balance

0.7594 trillion

SH Short Selling Balance

20.7 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

600900

139mio

515790

9.0mio

600519

121mio

601238

2.7mio

601166

114mio

600901

2.4mio

600733

108mio

601162

1.4mio

512100

79.4mio

512170

1.2mio

SZ Margin Balance

0.6770 trillion

SZ Short Selling Balance

11.2 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

002050

92.9mio

301217

1.5mio

300394

58.0mio

300458

0.7mio

300502

51.7mio

000709

0.6mio

002373

35.8mio

002936

0.6mio

002714

29.4mio

000712

0.4mio

 

*Connection Trade

SH-HK Connection (bn cny/hkd)

SZ-HK Connection (bn cny/hkd)

Northbound Net Cash Flow

-2.120

Northbound Net Cash Flow

-0.930

Southbound Net Cash Flow

+1.157

Southbound Net Cash Flow

-0.807

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

300012

243

13.86

600519

1204

0.64

600886

155

1.09

002050

476

6.32

000977

132

2.46

300750

445

0.56

002475

124

0.44

601318

288

0.38

600489

122

1.67

600036

261

0.30

 

*Index Futures

Position of Top 20 members (Unit lots)

CSI 300 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IF2407

85,194

12,611

64,658

4,205

72,338

4,273

IF2409

38,501

10,698

73,240

1,816

99,289

644

IF2412

11,073

3,180

30,018

810

37,799

1,124

SSE 50 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IH2407

59,065

20,288

34,309

3,695

37,947

2,566

IH2409

29,959

11,763

35,816

977

48,868

907

IH2412

7,145

2,307

9,741

387

12,661

462

CSI 500 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IC2407

74,439

7,507

63,421

-1,827

64,115

-1,450

IC2409

34,586

3,901

75,560

688

78,634

-184

IC2412

15,083

2,036

54,887

784

53,472

1,020

CSI 1000 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IM2407

140,648

18,008

67,906

1,881

76,570

1,941

IM2409

78,748

8,886

75,016

584

85,638

1,124

IM2412

24,198

1,688

52,180

512

51,879

247

 

*Index Options

Position of Top 20 members (Unit lots)

CSI 300 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IO2407

114929

30172

61921

3827

70672

4111

IO2409

10735

7146

32247

-47

38180

-218

CSI 1000 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

MO2407

293617

21114

71994

-112

79868

421

MO2409

9617

-912

32207

668

38425

588

MO2412

3866

-261

20426

97

21874

96

SSE50 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

HO2407

56845

25479

26222

1404

30157

2075

 

*Treasury Futures

Position of Top 20 members (Unit lots)

2-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TS2409

49,572

8,041

51,424

-444

52,137

-1,161

5-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TF2409

91,452

19,446

98,716

-3,521

103,759

-6,121

10-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

T2409

102,154

30,724

164,643

201

161,111

1,806

T2412

7,478

2,085

12,244

491

12,641

679

30-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TL2409

82,831

30,191

65,300

1,649

60,416

2,347

TL2412

8,585

2,035

13,609

295

14,389

155

 

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

Top 3 Gainers (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Silver

AG2408

8,246.0

+2.36%

1,114,300

307,559

Rapeseed Meal

RM409

2,656.0

+1.41%

471,668

1,010,088

EG

EG2409

4,759.0

+1.3%

196,351

437,501

Top 3 Loser (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Soda Ash

SA409

2,117.0

-1.95%

690,444

725,081

PVC

V2409

5,964.0

-1.31%

442,408

942,016

Coke

J2409

2,263.0

-1.16%

6,316

26,384

 

* Commodities (night session):

* Global crude oil price closed down collectively. August NYMEX crude oil contract down 0.74% to closed at $83.44/b, September Brent contract down 0.62% to closed at $86.89/b. INE crude oil active contract down 0.72% to 632.0 yuan/b.

* Precious metals closed up collectively, COMEX gold active contract up 1.46% and closed at $2399.8/oz. SHFE gold active contract up 1.08% to closed at 564.98 yuan/gram.

* Metals closed up collectively, LME tin up 2.39%, LME copper up 0.89%, LME aluminum and LME lead up 0.67%. SHFE tin up 0.88%, SHFE nickel up 0.79%, SHFE copper up 0.59%.

* Commodity futures closed mixed, chemistry and energy products closed mixed, MEG up 1.3%, EB up 0.34%, wood pulp down 0.62%, natural rubber down 0.95%, PVC down 1.31%. Black series closed down collectively, coking coal down 1.11%, coke down 1.16%, iron ore down 0.53%. Agricultural products closed mixed, rapeseed meal up 1.41%, soybean No.2 up 0.97%, soybean meal up 0.87%. Cotton down 1.05%, cotton yarn down 0.63%.

 

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