DZ20240801

 

Xi’s Emphasis

*QIUSHI magazine published an important article by Chairman Xi Jinping titled “To achieve the Centennial Struggle of the founding of the Army, Create a New Situation of Modernization of National Defense and Military”.

 

Industrial Economy

*State Council recently issued the “Five-Year Action Plan for Deepening the Implementation of a People-oriented New Urbanization Strategy”.

*Shanghai released the “Implementation Opinions on Further Playing the Role of Capital Market and Promoting High-Quality Development of Scientific and Technological Innovation Enterprises”, which proposes to guide enterprises to choose suitable listing sectors, give priority to supporting key core technologies enterprises in the fields of new industries.

*National Medical Products Administration issued the “Pilot Work Plan for Optimizing the Review and Approval of clinical trials of Innovative Drugs”, which proposes to complete the review and approval of innovative drug clinical trial applications within 30 working days, and shorten the time to start drug clinical trials.

*MoC and other three departments jointly announced to optimize and adjust drone export control measures, which will be officially implemented from September 1st, 2024.

 

Data

*CPCAAUTO: From July 1st to 28th, the retail sales of the passenger car reached 1.392mio units, down 3% y/y and down 11% m/m, with the retail sales of NEV reached 722k units, up 31% y/y and down 5% m/m respectively.

 

July 31 Block Trade Info

*Discount

- Yonghui Superstores (601933 CH) saw 18 block trades worth 104.55mn at 2.08yuan per share, 7.96pct discount from last closing.

- Minsheng Banking (600016 CH) saw 7 block trades worth 173.90mn at 3.37-3.53yuan per share, 0.56-5.07pct discount from last closing.

- Huace Navigation (300627 CH) saw 1 block trades worth 69.99mn at 30.30yuan per share, 1.17pct discount from last closing.

- Holly Futures (001236 CH) saw 15 block trades worth 41.05mn at 6.06yuan per share, 16.41pct discount from last closing.

 

*Flat

- China Shipbuilding Industry (601989 CH) saw 2 block trades worth 78.73mn at 5.66yuan per share, flat from last closing.

- Xizang Zhufeng Resources (600338 CH) saw 2 block trades worth 75.93mn at 9.23yuan 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 significantly. August NYMEX crude oil contract up 5.23% to closed at $78.64/b, September Brent contract up 4.41% to closed at $81.51/b. INE crude oil active contract up 2.67% to 589.0 yuan/b.

* Precious metals closed up collectively, COMEX gold active contract up 1.69% and closed at $2493.4/oz. SHFE gold active contract up 0.67% to closed at 567.12 yuan/gram.

* Metals closed up collectively, LME tin up 5.62%, LME aluminum up 4.07%, LME lead up 3.17%, LME copper up 2.99%. SHFE tin up 3.14%, SHFE nickel up 2.26%, bonded copper up 1.87%.

* Commodity futures closed up collectively, chemistry and energy products closed up collectively, soda ash up 2.28%, EB up 2.01%, glass up 1.77%, bitumen up 1.65%. Black series closed up collectively, iron ore up 2.67%, hot-rolled coil up 1.47%, steel rebar up 1.45%. Agricultural products performed mixed, japonica rice up 1.18%.

 

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