DZ20240724

 

Industrial Economy

*SASAC organized a seminar for heads of state-owned central enterprises, which emphasized to develop new productivity and fully implement the AI special action.

*NDRC and other five departments jointly issued the “Special Action Plan for Energy Conservation and Carbon Reduction in the Electrolytic Aluminum Industry”, which mentions that by the end of 2025, the proportion of production capacity above the benchmark level of energy efficiency in the electrolytic aluminum industry will reach 30%.

*NDRC issued the “Special Action Plan for Green and Low-Carbon Development of Data Centers”, which pointed out to make the national data center layout more reasonable by the end of 2025, improve average unit computing power energy efficiency and carbon efficiency.

 

Financial

*NDRC issued a notice on supporting high-quality enterprises to borrow medium to long-term foreign debts and promote the high-quality development of the real economy, which proposes to support high-quality enterprises with significant industry status, excellent credit, and a leading role to borrow foreign debts.

 

July 23 Block Trade Info

*Discount

- Hydsoft Tech (301316 CH) saw 3 block trades worth 149.92mn at 12.37yuan per share, 11.58pct discount from last closing.

- GEM (002340 CH) saw 1 block trades worth 47.59mn at 5.55yuan per share, 6.57pct discount from last closing.

 

*Premium

- Sanyuan Biotech (301206 CH) saw 7 block trades worth 104.80mn at 25.7/27yuan per share, 7.76/13.21pct premium from last closing.

- Union Semiconductor (688403 CH) saw 1 block trades worth 48.45mn at 7.50yuan per share, 6.23pct premium from last closing.

 

*Flat

- Zijin Mining (601899 CH) saw 1 block trades worth 197.29mn at 16.52yuan 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 collectively. September NYMEX crude oil contract down 1.19% to closed at $77.47/b, September Brent contract down 1.03% to closed at $81.55/b. INE crude oil active contract down 1.40% to 585.5 yuan/b.

* Precious metals closed up collectively, COMEX gold active contract up 0.66% and closed at $2410.6/oz. SHFE gold active contract up 0.29% to closed at 565.38 yuan/gram.

* Metals closed down collectively, LME lead down 1.39%, LME tin down 1.3%, LME nickel down 0.9%, LME zinc down 0.88%. SHFE tin down 1.17%, SHFE zinc down 0.99%, SHFE down 0.68%.

* Commodity futures closed down collectively, chemistry and energy products closed down mostly, EB down 1.42%, soda ash down nearly 1%, TSR 20 up 1.04%. Black series closed down collectively, iron ore down nearly 1%. Agricultural products closed mixed, cotton down nearly 1%.

 

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