DZ20240725

 

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 24 Block Trade Info

*Discount

- Start Group (600734 CH) saw 3 block trades worth 88.79mn at 2.60/2.64yuan per share, 0/1.52pct discount from last closing.

- Minsheng Banking (600016 CH) saw 18 block trades worth 678.27mn at 3.40-3.62yuan per share, 1.09-7.10pct discount from last closing.

- Shanjin International Gold (000975 CH) saw 1 block trades worth 134.67mn at 15.50yuan per share, 9.94pct discount from last closing.

 

*Premium

- Union Semiconductor (688403 CH) saw 1 block trades worth 100.96mn at 7.06yuan per share, 2.02pct premium from last closing.

 

*Flat

- Midea (000333 CH) saw 3 block trades worth 168.71mn at 60.08yuan 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 up collectively. September NYMEX crude oil contract up 0.7% to closed at $77.50/b, October Brent contract up 0.6% to closed at $80.55/b. INE crude oil active contract up 0.43% to 590.4 yuan/b.

* Precious metals closed down collectively, COMEX gold active contract down 0.41% and closed at $2397.5/oz. SHFE gold active contract up 0.08% to closed at 567.22 yuan/gram.

* Metals closed down mostly, LME copper down 1.26%, LME lead down 1.02%, LME zinc down 0.52%, LME tin up 1.64% on the contrast. SHFE nickel down 1.49%, bonded copper down 0.99%, SHFE copper down 0.88%.

* Commodity futures closed down mostly, chemistry and energy products closed mixed, low sulfur fuel oil up 1.09%. Black series closed down collectively, coke down 1.43%, iron ore down 1.29%, hot-rolled coil down 1.06%, steel rebar down 1%. Agricultural products closed down mostly, cotton down 1.36%, RBD palm olein down 1.04%, cotton yarn down nearly 1%.

 

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