DZ20240715

 

Data

*PBoC: In the first half of 2024, the cumulative amount increase in social financing scale was cny 18.1tn, which is cny 3.45tn less than the same period last year, with June social financing scale of cny 395.11tn, up 8.1% y/y.

*PBoC: At the end of June, M2 balance was cny 305.02tn, up 6.2% y/y.

*PBoC: In the first half of 2024, increase in RMB loans of cny 13.27tn, which is a relatively high level in the same period of history, with June balance of RMB loans of cny 250.85tn, up 8.8% y/y.

 

Industrial Economy

*MoC, PBoC, SAFE and State Administration for Financial Regulation jointly issued the “Opinions on Strengthening Business and Financial Coordination to Support Cross-border Trade and Investment High-Quality Development”.

*The International Olympic Committee announced its cooperation with the Saudi Arabia Olympic Committee to hold the first Olympic electronic sports event in Saudi Arabia in 2025.

*MIIT launched a pilot city selection for Beidou scale applications in the field of industry and information technology.

*Guangzhou government issued the “Implementation Plan for the National Carbon Peak Pilot 2025”, which proposes that energy supply will continue to reduce carbon efficiency, industrial structure and energy utilization structure will continue to be optimized.

 

July 12 Block Trade Info

*Discount

- Sichuan Gold (001337 CH) saw 16 block trades worth 44.46mn at 22.23yuan per share, 8.97pct discount from last closing.

 

*Premium

- Rongda Photosensitive (300576 CH) saw 2 block trades worth 31.14mn at 40.00yuan per share, 1.99pct premium from last closing.

 

*Flat

- China Southern Airlines (600029 CH) saw 1 block trades worth 31.06mn at 5.86yuan per share, flat from last closing.

- Lens Tech (300433 CH) saw 1 block trades worth 28.46mn at 19.69yuan 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 down slightly. August NYMEX crude oil contract down 0.53% to closed at $82.18/b, September Brent contract down 0.44% to closed at $85.02/b. INE crude oil active contract down 0.40% to 617.7 yuan/b.

* Precious metals closed down collectively, COMEX gold active contract down 0.24% and closed at $2416/oz. SHFE gold active contract up 0.18% to closed at 570.70 yuan/gram.

* Metals closed up mostly, LME copper up 0.92%, LME lead up 0.73%, LME nickel up 0.69%. LME tin down 3.16% on the contrast. SHFE lead up 0.87%, SHFE nickel up 0.73%, bonded copper up 0.71%. SHFE tin down 1.23%.

* Commodity futures closed mixed, chemistry and energy products closed mixed, soda ash up 1.02%, fuel oil up 0.40%, butadiene rubber up 0.37%. EB down 0.68%, glass down 0.41%. Black series closed up collectively, coke up 2.30%, coking coal up 1.88%, iron ore up 0.85%. Agricultural products closed down collectively, rapeseed meal down 2.37%, soybean meal down 1.69%, rapeseed oil down 0.36%.

 

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