DZ20240712
Industrial Economy
*Shanghai issued the “Action Plan for Promoting the Technological Innovation and Development of Elderly Career in Shanghai (2024-2027)”, which proposes that by 2027, a highland for innovation and industrial development in elderly care technology will be initially established.
*China has taken the lead in building the first international 6G field test network that integrates communication and intelligence, achieving a comprehensive improvement in communication performance under major scenarios of 6G.
*Beijing issued the “Guiding Opinions on the Registration of the Right to Use of Buildings and Lands”, which planned to fully start the registration of the rights and confirmation of the integrated residential land.
Financial
*State Council agreed to temporarily adjust and implement the “Interim Regulations on the Registration and Management of Private Non-Enterprise Units” and “Special Measures for Foreign Investment Admission Management (negative list)” in six pilot cities for the comprehensive opening up of service industries.
July 11 Block Trade Info
*Discount
- Ninebot (689009 CH) saw 12 block trades worth 59.73mn at 34.33yuan per share, 8.01pct discount from last closing.
- Sun-Novo Pharma (688621 CH) saw 1 block trades worth 50.63mn at 33.38yuan per share, 21.72pct discount from last closing.
*Flat
- Bank of Ningbo (002142 CH) saw 1 block trades worth 56.19mn at 21.20yuan per share, flat from last closing.
*Margin Trade
|
Total Margin Balance |
1.4331 trillion |
Total Short Selling Balance |
31.8 billion |
|
SH Margin Balance |
0.7548 trillion |
SH Short Selling Balance |
20.5 billion |
|
Top Five Margin Trade Net Bought (in CNY) |
Top Five Short Selling Net Sold (in shares) |
||
|
688012 |
84.7mio |
601238 |
1.9mio |
|
601138 |
84.3mio |
600711 |
1.4mio |
|
600809 |
82.6mio |
600733 |
1.0mio |
|
603019 |
74.2mio |
600061 |
0.9mio |
|
601058 |
64.5mio |
600010 |
0.7mio |
|
SZ Margin Balance |
0.6773 trillion |
SZ Short Selling Balance |
11.3 billion |
|
Top Five Margin Trade Net Bought (in CNY) |
Top Five Short Selling Net Sold (in shares) |
||
|
000977 |
104mio |
000898 |
1.0mio |
|
000063 |
96.2mio |
002027 |
0.5mio |
|
002600 |
74.8mio |
002195 |
0.4mio |
|
000021 |
51.1mio |
002233 |
0.4mio |
|
002050 |
48.0mio |
300595 |
0.3mio |
*Connection Trade
|
SH-HK Connection (bn cny/hkd) |
SZ-HK Connection (bn cny/hkd) |
||||
|
Northbound Net Cash Flow |
+1.283 |
Northbound Net Cash Flow |
+1.763 |
||
|
Southbound Net Cash Flow |
+0.960 |
Southbound Net Cash Flow |
-0.486 |
||
|
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 |
|
600519 |
351 |
0.19 |
601138 |
375 |
0.65 |
|
000625 |
337 |
2.40 |
002027 |
354 |
4.07 |
|
000725 |
256 |
1.62 |
300308 |
308 |
1.75 |
|
601985 |
173 |
0.81 |
000977 |
226 |
3.91 |
|
300750 |
169 |
0.22 |
000550 |
202 |
9.97 |
*Index Futures
|
Position of Top 20 members (Unit lots) |
||||||
|
CSI 300 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IF2407 |
75,605 |
17,060 |
56,943 |
1,237 |
65,710 |
1,359 |
|
IF2409 |
33,033 |
9,943 |
71,679 |
1,675 |
98,135 |
2,775 |
|
IF2412 |
12,349 |
3,975 |
31,574 |
1,238 |
39,723 |
1,457 |
|
SSE 50 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IH2407 |
40,869 |
9,370 |
29,416 |
1,713 |
33,097 |
2,118 |
|
IH2409 |
21,225 |
6,267 |
34,292 |
2,011 |
47,868 |
2,351 |
|
IH2412 |
6,069 |
2,475 |
9,888 |
362 |
13,161 |
426 |
|
CSI 500 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IC2407 |
71,830 |
10,414 |
57,134 |
829 |
59,066 |
800 |
|
IC2408 |
10,681 |
1,553 |
10,927 |
2,008 |
10,699 |
2,132 |
|
IC2409 |
32,591 |
4,964 |
75,804 |
80 |
79,463 |
376 |
|
IC2412 |
17,061 |
1,960 |
59,139 |
1,867 |
57,424 |
1,788 |
|
CSI 1000 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IM2407 |
126,209 |
6,402 |
63,626 |
1,253 |
71,012 |
-11 |
|
IM2408 |
14,825 |
2,104 |
13,005 |
2,435 |
14,015 |
2,657 |
|
IM2409 |
77,152 |
13,262 |
76,179 |
2,696 |
86,072 |
2,887 |
|
IM2412 |
26,965 |
4,090 |
54,004 |
1,315 |
54,820 |
1,483 |
*Index Options
|
Position of Top 20 members (Unit lots) |
||||||
|
CSI 300 Index Options |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IO2407 |
140105 |
73202 |
56029 |
-5815 |
64874 |
-5810 |
|
IO2409 |
8226 |
5452 |
34250 |
943 |
40437 |
1150 |
|
CSI 1000 Index Options |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
MO2407 |
294773 |
68183 |
71298 |
-2766 |
75918 |
-4633 |
|
MO2408 |
41263 |
16096 |
20165 |
2484 |
21413 |
2212 |
|
MO2409 |
13298 |
6121 |
32659 |
-217 |
39717 |
145 |
|
MO2412 |
5389 |
2721 |
20770 |
-137 |
22258 |
-218 |
|
SSE50 Index Options |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
HO2407 |
40058 |
22321 |
25476 |
-490 |
29193 |
-894 |
*Treasury Futures
|
Position of Top 20 members (Unit lots) |
||||||
|
2-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
TS2409 |
25,037 |
-12,945 |
47,545 |
-181 |
48,194 |
-490 |
|
5-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
TF2409 |
53,794 |
7,506 |
100,971 |
1,970 |
106,806 |
2,446 |
|
10-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
T2409 |
34,748 |
-13,675 |
166,146 |
-1,063 |
161,611 |
-942 |
|
T2412 |
1,740 |
-928 |
13,806 |
234 |
14,071 |
220 |
|
30-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
TL2409 |
41,387 |
-6,459 |
67,218 |
66 |
63,197 |
347 |
|
TL2412 |
3,399 |
-491 |
15,713 |
69 |
16,833 |
210 |
*Night Session Commodities Market (As of 02:30 am)
|
Top 3 Gainers (Dominant Contract) |
|||||
|
Product |
Contract |
Price |
Change % |
Trading Volume |
Open Interests |
|
EG |
EG2409 |
4,822.0 |
+1.22% |
192,344 |
485,670 |
|
Silver |
AG2408 |
8,238.0 |
+1.13% |
877,073 |
267,110 |
|
Gold |
AU2410 |
570.3 |
+0.98% |
140,377 |
159,347 |
|
Top 3 Loser (Dominant Contract) |
|||||
|
Product |
Contract |
Price |
Change % |
Trading Volume |
Open Interests |
|
Tin |
SN2408 |
278,230.0 |
-1.38% |
86,620 |
34,804 |
|
Bonded Copper |
BC2408 |
70,420.0 |
-1.28% |
5,338 |
6,658 |
|
Copper |
CU2408 |
79,140.0 |
-1.09% |
47,821 |
195,059 |
* Commodities (night session):
* Global crude oil price closed up mostly. August NYMEX crude oil contract up 0.9% to closed at $82.84/b, September Brent contract up 0.49% to closed at $85.50/b. INE crude oil active contract down 0.14% to 620.3 yuan/b.
* Precious metals closed up collectively, COMEX gold active contract up 1.73% and closed at $2420.9/oz. SHFE gold active contract up 0.98% to closed at 570.30 yuan/gram.
* Metals closed down mostly, LME tin down 2.01%, LME copper down 1.29%, LME lead up 0.8% con the contrast. SHFE tin down 1.38%, Bonded copper down 1.28%, SHFE copper down 1.09%.
* Commodity futures closed mixed, chemistry and energy products closed mixed, MEG up 1.22%. Black series closed mixed. Agricultural products closed up mostly, RBD palm olein up nearly 1%, soybean oil up 0.79%.
DISCLAIMER
The report is issued by Orient Securities Co. LTD (Orient Securities) and Shanghai Orient Futures Co. LTD (Orient Futures) to institutional investors. Opinions expressed may differ from those of other divisions of Orient Securities, including Orient Securities Research Institute. Orient Securities may trade as principal in instruments identified herein and may accumulate/have accumulated a long or short position in instruments or derivatives thereof. Orient Securities has policies designed to negate conflicts of interest. This e-mail is not an official confirmation of terms and unless stated, is not a recommendation, offer or solicitation to buy or sell. Any prices or quotations contained herein are indicative only. Communications may be monitored.
