DZ20240829
Industrial Economy
*National Medical Products Administration drafted and publicly solicited opinions on the “Medical Appliances Management Law of the People’s Republic of China”, which proposes to provide support for medical appliances in technology establishment, financing, credit, bidding procurement, medical insurance and other aspects.
*MIIT held the sixth roundtable for small and medium-sized enterprises, which proposes to focus on supporting specialized and special new small and medium-sized enterprises develop, expanding and strengthening the software industry.
*Hainan Province publicly solicited opinions on the “Notice on Increasing the Support for the Extraction of Housing Provident Fund Rentals”.
International Relationship
*Central Foreign Office Director Wang Yi held a new round of strategic communication with president of the United States National Security Affairs Assist Sullivan in Beijing, which agree to continue to maintain high-level communication at all levels.
Aug 28 Block Trade Info
*Premium
- Huace Navigation (300627 CH) saw 1 block trades worth 120.08mn at 27.30yuan per share, 1.98pct premium from last closing.
*Flat
- China Yangtze Power (600900 CH) saw 1 block trades worth 71.29mn at 29.82yuan per share, flat from last closing.
- BYD (002594 CH) saw 1 block trades worth 236.85mn at 236.85yuan per share, flat from last closing.
*Margin Trade
|
Total Margin Balance |
1.3797 trillion |
Total Short Selling Balance |
11.6 billion |
|
SH Margin Balance |
0.7264 trillion |
SH Short Selling Balance |
7.7 billion |
|
Top Five Margin Trade Net Bought (in CNY) |
Top Five Short Selling Net Sold (in shares) |
||
|
601668 |
44.5mio |
601099 |
1.2mio |
|
600938 |
43.9mio |
603077 |
0.4mio |
|
600519 |
41.7mio |
601005 |
0.3mio |
|
600859 |
41.6mio |
601933 |
0.3mio |
|
600552 |
28.8mio |
600839 |
0.2mio |
|
SZ Margin Balance |
0.6523 trillion |
SZ Short Selling Balance |
3.9 billion |
|
Top Five Margin Trade Net Bought (in CNY) |
Top Five Short Selling Net Sold (in shares) |
||
|
300502 |
119mio |
002506 |
0.2mio |
|
000568 |
56.7mio |
002936 |
0.2mio |
|
000158 |
53.2mio |
000665 |
0.2mio |
|
300709 |
49.0mio |
000725 |
0.2mio |
|
300308 |
47.9mio |
000783 |
0.2mio |
*Connection Trade
|
SH-HK Connection (bn cny/hkd) |
SZ-HK Connection (bn cny/hkd) |
||||
|
Northbound Turnover |
40.17 |
Northbound Turnover |
38.91 |
||
|
Southbound Net Cash Flow |
+1.979 |
Southbound Net Cash Flow |
+0.689 |
||
|
Top 5 Northbound Turnover/Shanghai |
Top 5 Northbound Turnover/Shenzhen |
||||
|
Name |
Market Value (mio cny) |
Name |
Market Value (mio cny) |
||
|
600519 |
1517 |
300760 |
801 |
||
|
601288 |
644 |
000333 |
791 |
||
|
601899 |
610 |
002594 |
723 |
||
|
601398 |
566 |
300750 |
671 |
||
|
600809 |
560 |
002475 |
654 |
||
*Index Futures
|
Position of Top 20 members (Unit lots) |
||||||
|
CSI 300 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IF2409 |
81,605 |
20,732 |
92,493 |
4,786 |
114,472 |
3,477 |
|
IF2412 |
23,904 |
6,846 |
46,260 |
2,452 |
58,320 |
3,402 |
|
IF2503 |
6,034 |
1,694 |
15,167 |
1,052 |
18,254 |
1,246 |
|
SSE 50 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IH2409 |
49,763 |
20,418 |
46,599 |
4,338 |
56,515 |
3,888 |
|
IH2412 |
11,113 |
3,979 |
15,488 |
562 |
22,291 |
1,050 |
|
CSI 500 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IC2409 |
67,542 |
3,028 |
95,709 |
-275 |
98,237 |
-11 |
|
IC2412 |
20,463 |
-4,817 |
68,463 |
787 |
65,352 |
291 |
|
IC2503 |
9,189 |
123 |
27,180 |
462 |
26,587 |
319 |
|
CSI 1000 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IM2409 |
115,057 |
6,004 |
99,866 |
534 |
111,826 |
731 |
|
IM2412 |
35,492 |
3,670 |
61,526 |
2,233 |
68,664 |
2,651 |
|
IM2503 |
16,097 |
1,339 |
30,595 |
1,023 |
30,680 |
1,336 |
*Index Options
|
Position of Top 20 members (Unit lots) |
||||||
|
CSI 300 Index Options |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IO2409 |
90114 |
39461 |
76542 |
1304 |
91878 |
2588 |
|
CSI 1000 Index Options |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
MO2409 |
132537 |
-366 |
103710 |
2650 |
118154 |
2334 |
|
MO2412 |
3779 |
-657 |
25466 |
251 |
27517 |
93 |
|
SSE50 Index Options |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
HO2409 |
27858 |
12785 |
28450 |
169 |
32152 |
455 |
*Treasury Futures
|
Position of Top 20 members (Unit lots) |
||||||
|
2-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
TS2409 |
1,450 |
-388 |
11,043 |
-154 |
11,017 |
-117 |
|
TS2412 |
50,285 |
-28,082 |
39,132 |
1,302 |
43,770 |
877 |
|
5-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
TF2409 |
2,922 |
-2,744 |
21,298 |
-175 |
21,363 |
-57 |
|
TF2412 |
89,004 |
-6,731 |
93,971 |
267 |
97,895 |
-327 |
|
10-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
T2409 |
10,151 |
-8,308 |
39,100 |
-1,405 |
39,090 |
-1,585 |
|
T2412 |
92,183 |
-16,509 |
157,756 |
3,769 |
157,648 |
2,693 |
|
T2503 |
4,673 |
-2,846 |
9,248 |
446 |
9,607 |
637 |
|
30-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
TL2409 |
6,945 |
-5,067 |
18,781 |
-762 |
18,319 |
-345 |
|
TL2412 |
87,938 |
2,621 |
61,015 |
391 |
64,779 |
801 |
*Night Session Commodities Market (As of 02:30 am)
|
Top 3 Gainers (Dominant Contract) |
|||||
|
Product |
Contract |
Price |
Change % |
Trading Volume |
Open Interests |
|
Coking Coal |
JM2501 |
1,389.5 |
+0.47% |
49,404 |
156,436 |
|
Natural Rubber |
RU2501 |
16,750.0 |
+0.45% |
106,256 |
183,284 |
|
Cotton Yarn |
CY409 |
19,445.0 |
+0.44% |
294 |
1,559 |
|
Top 3 Loser (Dominant Contract) |
|||||
|
Product |
Contract |
Price |
Change % |
Trading Volume |
Open Interests |
|
Silver |
AG2412 |
7,471.0 |
-1.85% |
667,006 |
490,089 |
|
Crude Oil |
SC2410 |
551.8 |
-1.83% |
92,713 |
24,122 |
|
Tin |
SN2410 |
263,790.0 |
-1.5% |
39,855 |
48,186 |
* Commodities (night session):
* Global crude oil price closed down collectively. October NYMEX crude oil contract down 1.52% to closed at $74.38/b, November Brent contract down 1.6% to closed at $77.40/b. INE crude oil active contract down 1.83% to 551.8 yuan/b.
* Precious metals closed down collectively, COMEX gold active contract down 0.54% and closed at $2539/oz. SHFE gold active contract down 0.14% to closed at 575.04 yuan/gram.
* Metals closed down collectively, LME aluminum down 2.57%, LME lead down 2.52%, LME tin down 2.48%, LME zinc down 2.4%. SHFE tin down 1.50%, bonded copper down 1.14%, SHFE copper down 1.00%.
* Commodity futures closed mixed, chemistry and energy products closed down collectively, soda ash down 1.44%, fuel oil down 1.27%, low sulfur fuel oil down 1.15%. Black series closed up mostly. Agricultural products closed down mostly.
DISCLAIMER
The report is issued by Orient Securities Co. LTD (Orient Securities) and Shanghai Orient Futures Co. LTD (Orient Futures) to institutional investors. Opinions expressed may differ from those of other divisions of Orient Securities, including Orient Securities Research Institute. Orient Securities may trade as principal in instruments identified herein and may accumulate/have accumulated a long or short position in instruments or derivatives thereof. Orient Securities has policies designed to negate conflicts of interest. This e-mail is not an official confirmation of terms and unless stated, is not a recommendation, offer or solicitation to buy or sell. Any prices or quotations contained herein are indicative only. Communications may be monitored.
