DZ20240806

 

Industrial Economy

*PBoC and other five departments jointly issued the “Notice on Carrying out the Special Action for Learning and Using the Tens million Projects Experience to Strengthen Financial Support for Rural Comprehensive Revitalization”, which proposes to implement a special action to ensure food security through finance, and expand the production, circulation, storage, processing and other aspects of grain industrial chain.

*China Development Bank issued a loan of cny 21bn to support infrastructure construction in the civil aviation field in the first half of the year, with a focus on supporting hub airport expansion, accelerating aviation infrastructure construction, and promoting regional coordinated development.

*Shanghai issued “Several Measures to Enhance the Driving Effect of the Convention and Exhibition Economy”, which proposes to encourage the introduction of new exhibitions and expand the basic market for exhibition and customer acquisition.

*The Cyberspace Administration of China released the seventh batch of deep synthetic service algorithm filing information, with IQ multi-modal AI visual image generative algorithm included.

 

Aug 5 Block Trade Info

*Discount

- Zhangjiagang Rural Commercial Bank (002839 CH) saw 1 block trades worth 63.53mn at 3.58yuan per share, 8.91pct discount from last closing.

 

*Premium

- Gcl Energy Tech (002015 CH) saw 2 block trades worth 50.79mn at 7.33/7.36yuan per share, 0/0.41pct premium from last closing.

- Shanjin International Gold (000975 CH) saw 2 block trades worth 295.70mn at 18.00/18.72yuan per share, 1.81/5.88pct premium from last closing.

 

*Margin Trade

Total Margin Balance

1.4064 trillion

Total Short Selling Balance

20.1 billion

SH Margin Balance

0.7398 trillion

SH Short Selling Balance

13.0 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

600216

122mio

601868

1.9mio

600789

80.7mio

600008

1.1mio

601816

70.7mio

601005

0.9mio

600611

60.2mio

601158

0.6mio

600535

58.7mio

600016

0.6mio

SZ Margin Balance

0.6655 trillion

SZ Short Selling Balance

7.0 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

002085

113mio

000166

0.4mio

000725

76.8mio

000591

0.4mio

002001

73.6mio

000630

0.4mio

000630

66.1mio

002027

0.4mio

001696

65.7mio

002219

0.3mio

 

*Connection Trade

SH-HK Connection (bn cny/hkd)

SZ-HK Connection (bn cny/hkd)

Northbound Net Cash Flow

-0.394

Northbound Net Cash Flow

+0.682

Southbound Net Cash Flow

+1.415

Southbound Net Cash Flow

-0.028

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

002384

596

14.64

000333

423

0.96

300502

482

7.37

600309

238

1.03

600519

346

0.20

600690

207

0.83

002475

331

1.24

000725

181

1.24

002241

326

4.50

600900

161

0.22

 

*Index Futures

Position of Top 20 members (Unit lots)

CSI 300 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IF2408

103,664

32,924

56,691

7,238

64,814

6,589

IF2409

56,887

16,711

75,068

1,266

96,769

470

IF2412

21,985

6,735

36,166

490

46,178

810

IF2503

7,992

2,330

9,859

803

11,335

958

SSE 50 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IH2408

53,910

16,076

27,797

3,470

31,566

3,216

IH2409

35,009

10,720

35,812

551

48,237

164

IH2412

11,399

2,825

11,819

245

16,839

422

CSI 500 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IC2408

100,102

30,472

53,747

4,748

55,021

4,798

IC2409

59,583

20,814

85,120

4,292

85,066

4,067

IC2412

25,441

8,942

63,086

794

60,124

1,065

IC2503

9,752

1,990

13,802

1,485

13,645

1,382

CSI 1000 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IM2408

157,140

39,147

68,298

6,794

72,735

5,610

IM2409

109,640

33,359

83,642

3,490

93,178

4,602

IM2412

39,081

8,032

58,654

594

62,011

905

IM2503

15,162

4,105

15,046

1,596

14,917

1,611

 

*Index Options

Position of Top 20 members (Unit lots)

CSI 300 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IO2408

158018

62385

64590

244

72309

658

IO2409

31671

15467

42397

226

50083

1256

CSI 1000 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

MO2408

375885

152304

64255

-14

66894

902

MO2409

62598

26121

46515

2273

55258

3026

MO2412

6320

2526

22498

525

24277

468

SSE50 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

HO2408

61071

29655

25159

-1212

29236

-88

 

*Treasury Futures

Position of Top 20 members (Unit lots)

2-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TS2409

60,416

3,740

46,366

-4,395

48,351

-5,158

TS2412

4,506

541

9,992

777

10,391

821

5-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TF2409

100,739

17,016

103,325

-4,109

110,835

-3,186

TF2412

13,126

3,291

19,277

1,618

20,779

2,150

10-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

T2409

91,903

-5,147

166,102

-5,401

163,877

-3,841

T2412

16,705

900

32,635

1,557

34,861

1,833

30-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TL2409

77,851

2,142

56,997

-2,346

55,344

-1,549

TL2412

26,557

3,439

31,342

1,151

33,754

305

 

*Night Session Commodities Market (As of 02:30 am)

Top 3 Gainers (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Coking Coal

JM2409

1,421.5

+0.32%

26,721

120,849

PVC

V2409

5,683.0

+0.07%

194,779

784,463

Polished Round-Grained Rice

RR2411

3,511.0

+0.06%

483

1,354

Top 3 Loser (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Silver

AG2412

7,009.0

-4.18%

1,095,050

437,625

Lead

PB2409

17,235.0

-3.58%

125,783

89,578

Bonded Copper

BC2409

63,130.0

-2.58%

10,509

7,569

 

* Commodities (night session):

* Global crude oil price closed up collectively. September NYMEX crude oil contract up 0.54% to closed at $73.92/b, October Brent contract up 0.62% to closed at $77.29/b. INE crude oil active contract up 1.56% to 548.9 yuan/b.

* Precious metals closed down collectively, COMEX gold active contract down 0.72% and closed at $2452.1/oz. SHFE gold active contract down 1.29% to closed at 555.86 yuan/gram.

* Metals closed mixed, LME lead down 3.41%, LME tin down 2.9%, LME copper down 2.18%. LME nickel down 0.92%. SHFE lead down 3.58%, bonded copper down 2.58%, SHFE copper down 2.41%.

* Commodity futures closed down collectively. Chemistry and energy products performed weak, fuel oil down 1.95%, butadiene rubber down 1.62%, low sulfur fuel oil down 1.32%, PTA down 1.23%. Black series went down mostly. Agricultural products closed down collectively, rapeseed meal down 2.22%, cotton down 2.02%, cotton yarn down 1.38%.

 

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