DZ20240729

 

Financial

*PBoC and SAFE jointly revised the “Regulations on the Management of Domestic Securities and Futures Investment Funds for Foreign Institutional Investors”, which further optimize the cross-border fund management of QFII and RQFII and will be implemented from August 26th, 2024.

*NDRC released the notice on “Comprehensively Promoting the Normalization of Real Estate Investment Trust (REITs) Project in the Infrastructure Field”.

 

Industrial Economy

*Ministry of Natural Resources issued the “Policy Guidelines for Land and Space Planning for Urban Village Reconstruction”, which pointed out to explore land mixed development, spatial composite utilization, plot ratio verification and optimization.

*The three leading industry funds in Shanghai were officially released on the 26th, with the total size of the funds reached cny 100bn, including funds for integrated circuits, biomedical, AI and future industry funds.

*MoF and other four departments jointly released the “Special Guarantee Plan for Supporting Technological Innovation”.

 

Data

*National Bureau of Statistics: June industrial enterprises above designated size increased by 3.6% y/y, Jan-Jun industrial enterprises above designated size achieve operating income of cny 64.86tn, up 2.9% y/y.

 

July 26 Block Trade Info

*Discount

- Nexchip Semiconductor (688249 CH) saw 1 block trades worth 59.07mn at 14.42yuan per share, 5.44pct discount from last closing.

- Gongdong Medical Tech (605369 CH) saw 8 block trades worth 75.26mn at 25.50yuan per share, 6.39pct discount from last closing.

- Red Star Macalline Group (601828 CH) saw 1 block trades worth 104.64mn at 2.39yuan per share, 1.65pct discount from last closing.

- Minsheng Banking (600016 CH) saw 1 block trades worth 100.50mn at 3.35yuan per share, 5.10pct discount from last closing.

- Cimc Vehicles (301039 CH) saw 1 block trades worth 101.40mn at 6.76yuan per share, 22.30pct discount from last closing.

 

*Flat

- China Shipbuilding Industry (601989 CH) saw 2 block trades worth 138.06mn at 5.31yuan per share, flat from last closing.

- Moutai (600519 CH) saw 2 block trades worth 69.69mn at 1422.19yuan 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 mostly. August NYMEX crude oil contract down 2.35% to closed at $76.44/b, September Brent contract down 2.11% to closed at $79.67/b. INE crude oil active contract up 0.02% to 586.3 yuan/b.

* Precious metals closed up collectively, COMEX gold active contract up 1.37% and closed at $2385.7/oz. SHFE gold active contract up 1.04% to closed at 560.64 yuan/gram.

* Metals closed up mostly, LME lead up 2.34%, LME tin up 0.88%, LME aluminum up 0.46%. SHFE aluminum up 0.89%, SHFE nickel up 0.86%, SHFE tin up 0.71%.

* Commodity futures closed down mostly, soda ash down 3.37%, glass down 2.41%, white sugar down 1.13%, No.2 soybeans down 1.02%.

 

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