DZ20240723
Financial
*Premier Li Qiang signed the State Council order to announce the revised “Implementation Regulations of the Conservative State Secret Law of the People’s Republic of China”, which will be implemented from September 1st.
Industrial Economy
*The National Press and Publication Administration released the approval results for domestic online games in July 2024, with a total of 105 games have been approved and ZQGAME (300052 CH), G-BITS (603444 CH) and SANQI HUYU (002555 CH) included.
*NDRC and other five departments jointly issued guidance on “Accelerate the development of water-saving industries”, which proposes to promote the renewal of large-scale water-saving equipment and the replacement of consumer goods with old ones to accelerate the elimination of outdated water-use products and equipment.
*National Data Agency: Will further promote the market-oriented allocation reform of data elements, promote the construction of a national integrated computing network and the development of data annotation industry.
*Ministry of Housing and Urban-Rural Development held a party group meeting to convey the spirit of the Third Plenary Session of the 20th Central Committee of the CPC, which proposes to systematically plan and deepen various reforms in the field of housing and urban-rural construction, accelerate the construction of new models for real estate development, and deeply implement urban renewal actions.
July 22 Block Trade Info
*Discount
- Jiaozuo Wanfang (000612 CH) saw 2 block trades worth 103.26mn at 10.19yuan per share, 3.78pct discount from last closing.
*Flat
- Start Group (600734 CH) saw 2 block trades worth 48.74mn at 2.52yuan per share, flat from last closing.
- Supermap Software (300036 CH) saw 1 block trades worth 72.13mn at 13.44yuan per share, flat from last closing.
- Unisplendor (000938 CH) saw 2 block trades worth 32.19mn at 24.37yuan per share, flat from last closing.
*Margin Trade
Total Margin Balance |
1.4145 trillion |
Total Short Selling Balance |
27.9 billion |
SH Margin Balance |
0.7427 trillion |
SH Short Selling Balance |
18.3 billion |
Top Five Margin Trade Net Bought (in CNY) |
Top Five Short Selling Net Sold (in shares) |
||
600030 |
206mio |
600497 |
6.5mio |
600418 |
205mio |
600030 |
6.1mio |
601857 |
205mio |
600108 |
5.9mio |
600036 |
170mio |
601000 |
4.5mio |
600171 |
113mio |
600022 |
4.0mio |
SZ Margin Balance |
0.6707 trillion |
SZ Short Selling Balance |
9.6 billion |
Top Five Margin Trade Net Bought (in CNY) |
Top Five Short Selling Net Sold (in shares) |
||
300308 |
115mio |
002958 |
0.7mio |
000725 |
102mio |
000709 |
0.5mio |
000568 |
75.2mio |
002607 |
0.4mio |
301236 |
73.2mio |
300009 |
0.3mio |
300059 |
63.8mio |
002110 |
0.3mio |
*Connection Trade
SH-HK Connection (bn cny/hkd) |
SZ-HK Connection (bn cny/hkd) |
||||
Northbound Net Cash Flow |
+4.502 |
Northbound Net Cash Flow |
-2.529 |
||
Southbound Net Cash Flow |
+2.390 |
Southbound Net Cash Flow |
+1.302 |
||
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 |
601899 |
502 |
1.05 |
600030 |
478 |
1.66 |
600733 |
388 |
7.56 |
300308 |
271 |
1.79 |
601138 |
262 |
0.53 |
000725 |
196 |
1.28 |
002241 |
223 |
2.83 |
000333 |
185 |
0.42 |
600489 |
174 |
2.08 |
600309 |
175 |
0.67 |
*Index Futures
Position of Top 20 members (Unit lots) |
||||||
CSI 300 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
IF2408 |
72,671 |
-14,256 |
48,365 |
-1,719 |
55,063 |
-2,553 |
IF2409 |
35,325 |
-7,497 |
72,352 |
-2,318 |
97,910 |
-1,941 |
IF2412 |
15,754 |
-13 |
35,143 |
-300 |
42,882 |
-633 |
SSE 50 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
IH2408 |
42,697 |
-4,593 |
25,621 |
-929 |
30,330 |
-700 |
IH2409 |
23,863 |
-6,866 |
32,815 |
-1,457 |
44,998 |
-1,705 |
IH2412 |
7,831 |
-877 |
9,750 |
-807 |
13,374 |
-676 |
CSI 500 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
IC2408 |
55,709 |
-13,707 |
49,484 |
-3,880 |
49,337 |
-3,580 |
IC2409 |
27,133 |
-7,097 |
79,661 |
-695 |
81,981 |
-852 |
IC2412 |
16,264 |
749 |
63,685 |
36 |
61,410 |
-306 |
CSI 1000 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
IM2408 |
90,007 |
-22,281 |
55,180 |
-3,595 |
61,209 |
-4,294 |
IM2409 |
60,490 |
-22,266 |
77,283 |
-24 |
85,292 |
-835 |
IM2412 |
24,733 |
-3,962 |
58,192 |
-1,372 |
59,942 |
-1,360 |
*Index Options
Position of Top 20 members (Unit lots) |
||||||
CSI 300 Index Options |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
IO2408 |
88855 |
8103 |
43536 |
4311 |
44544 |
5183 |
IO2409 |
8062 |
1067 |
36478 |
-28 |
41912 |
20 |
CSI 1000 Index Options |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
MO2408 |
127682 |
-8557 |
42687 |
5298 |
43991 |
5374 |
MO2409 |
13860 |
3365 |
34616 |
408 |
42352 |
422 |
MO2412 |
3627 |
591 |
21673 |
235 |
23410 |
397 |
SSE50 Index Options |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
HO2408 |
30463 |
30463 |
16765 |
16765 |
17279 |
17279 |
*Treasury Futures
Position of Top 20 members (Unit lots) |
||||||
2-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
TS2409 |
46,750 |
15,366 |
50,655 |
866 |
52,178 |
1,127 |
5-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
TF2409 |
101,338 |
40,272 |
105,272 |
-749 |
112,778 |
1,166 |
TF2412 |
3,571 |
2,531 |
10,526 |
428 |
11,186 |
495 |
10-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
T2409 |
73,429 |
24,697 |
171,537 |
-544 |
171,475 |
723 |
T2412 |
7,276 |
4,450 |
17,427 |
1,113 |
17,885 |
1,040 |
30-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
TL2409 |
53,064 |
10,301 |
67,325 |
-1,956 |
63,211 |
-1,731 |
TL2412 |
11,200 |
3,774 |
20,225 |
1,011 |
22,953 |
1,210 |
*Night Session Commodities Market (As of 02:30 am)
Top 3 Gainers (Dominant Contract) |
|||||
Product |
Contract |
Price |
Change % |
Trading Volume |
Open Interests |
RBD Palm Olein |
P2409 |
7,960.0 |
+1.2% |
216,104 |
403,125 |
Soybean Oil |
Y2409 |
7,812.0 |
+0.98% |
139,090 |
540,513 |
No.1 Soybeans |
A2409 |
4,540.0 |
+0.53% |
49,247 |
124,109 |
Top 3 Loser (Dominant Contract) |
|||||
Product |
Contract |
Price |
Change % |
Trading Volume |
Open Interests |
Tin |
SN2408 |
250,990.0 |
-2.72% |
49,385 |
28,818 |
Soda Ash |
SA409 |
1,873.0 |
-2.4% |
417,783 |
842,887 |
TSR 20 |
NR2409 |
12,030.0 |
-1.96% |
31,110 |
59,073 |
* Commodities (night session):
* Global crude oil price closed down collectively. September NYMEX crude oil contract down 0.51% to closed at $78.24/b, September Brent contract down 0.4% to closed at $82.30/b. INE crude oil active contract down 1.46% to 595.3 yuan/b.
* Precious metals closed mixed, COMEX gold active contract down 0.04% and closed at $2398.2/oz. SHFE gold active contract up 0.01% to closed at 563.84 yuan/gram.
* Metals closed down collectively, LME tin down 3.48%, LME lead down 1.9%, LME aluminum down 1.57%, LME zinc down 1.51%. SHFE tin down 2.72%, SHFE lead down 1.27%, bonded copper down 1.02%.
* Commodity futures closed down mostly, chemistry and energy products closed down collectively, soda ash down 2.4%, TSR 20 down 1.96%, fuel oil down 1.76%. Black series closed down collectively, iron ore down 1.12%. Agricultural products closed mixed, RBD palm olein up 1.2%, soybean oil up nearly 1%, rapeseed meal down nearly 1%.
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.