DZ20240905

 

Financial

*NDRC has supported the development of private investment and promoted more private enterprises to participate in major project construction such as infrastructure, involving a total investment of more than cny 5tn, since the beginning of this year.

 

Industrial Economy

*Ministry of Agriculture and Rural held a national meeting to promote the large-scale increase in yield of major crops such as grain and oil.

*Guangzhou issued the notice on “Several Measures to Accelerate the Integrated Development of Domestic and Foreign Trade”, which encourage eligible domestic trade enterprises to carry out bonded oil refueling for international navigation ships, cross-border E-commerce, and second-hand car exports.

*State Administration for Market Regulation: The market supervision department officially launched the formulation of the food sampling plan for 2025, and publicly solicited opinions and suggestions from the society.

*Shanghai Municipal Committee of Science and Technology held meeting to deeply implement the new round of “Shanghai Plan” for integrated circuits, biomedical and Artificial Intelligence.

 

Sept 4 Block Trade Info

*Discount

- Ninebot (689009 CH) saw 7 block trades worth 70.64mn at 42.05yuan per share, 8.01pct discount from last closing.

- Kouzi Distillery (603589 CH) saw 1 block trades worth 93.08mn at 32.16yuan per share, 10.24pct discount from last closing.

- Sino Biological (301047 CH) saw 3 block trades worth 51.40mn at 54.49yuan per share, 2.70pct discount from last closing.

 

*Flat

- SAIC Motor (600104 CH) saw 1 block trades worth 69.35mn at 12.09yuan per share, flat from last closing.

 

*Margin Trade

Total Margin Balance

1.3811 trillion

Total Short Selling Balance

11.1 billion

SH Margin Balance

0.7280 trillion

SH Short Selling Balance

7.5 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

600552

135mio

603077

0.7mio

600048

99.6mio

600208

0.6mio

601233

47.2mio

601288

0.6mio

603288

44.1mio

601975

0.5mio

601390

42.3mio

601456

0.4mio

SZ Margin Balance

0.6521 trillion

SZ Short Selling Balance

3.6 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

300502

130mio

000630

0.6mio

002261

83.2mio

002340

0.4mio

000630

51.7mio

002701

0.3mio

002340

43.2mio

000783

0.3mio

000538

34.5mio

002607

0.3mio

 

*Connection Trade

SH-HK Connection (bn cny/hkd)

SZ-HK Connection (bn cny/hkd)

Northbound Turnover

46.79

Northbound Turnover

45.37

Southbound Net Cash Flow

-1.581

Southbound Net Cash Flow

-2.122

Top 5 Northbound Turnover/Shanghai

Top 5 Northbound Turnover/Shenzhen

Name

Market Value (mio cny)

Name

Market Value (mio cny)

601899

1305

300750

1331

600519

788

002594

1038

601138

744

300308

888

601398

650

002475

840

601288

647

000333

748

           

 

*Index Futures

Position of Top 20 members (Unit lots)

CSI 300 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IF2409

78,816

-4,004

82,208

-3,465

100,040

-5,297

IF2412

26,515

2,392

54,196

1,027

67,669

1,496

IF2503

7,193

961

17,005

524

20,745

643

SSE 50 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IH2409

45,300

2,972

43,142

-434

51,861

-1,093

IH2412

12,095

630

16,541

-31

24,284

276

CSI 500 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IC2409

78,347

1,196

86,418

-4,124

87,865

-4,329

IC2410

7,626

791

9,488

465

9,045

542

IC2412

28,959

3,464

71,613

2,466

68,707

2,264

IC2503

11,974

430

29,994

330

29,386

506

CSI 1000 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IM2409

134,301

-823

91,644

-4,217

102,186

-3,571

IM2410

11,557

1,500

13,031

667

14,159

909

IM2412

49,633

377

64,064

-653

72,010

-803

IM2503

17,716

-1,829

33,654

-444

33,916

-231

 

*Index Options

Position of Top 20 members (Unit lots)

CSI 300 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IO2409

80850

5633

79942

2573

95411

1718

CSI 1000 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

MO2409

176917

-607

102634

2178

115929

2268

MO2410

23076

6942

16614

1051

18835

1103

MO2412

5655

1458

26103

67

27756

-15

SSE50 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

HO2409

36785

681

31764

998

36379

1436

 

*Treasury Futures

Position of Top 20 members (Unit lots)

2-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TS2412

75,632

8,532

45,325

-29

51,972

716

5-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TF2412

96,796

8,135

98,252

2,227

103,653

1,912

10-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

T2412

96,190

8,649

165,188

1,268

165,871

5,389

T2503

4,240

-1,930

10,819

-1

11,213

87

30-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TL2412

66,219

13,245

59,486

701

63,989

1,075

 

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

Top 3 Gainers (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Rapeseed Meal

RM501

2,520.0

+4.43%

2,554,103

1,040,475

Glass

FG501

1,153.0

+1.32%

678,273

1,072,931

Polyester Staple Fiber

PF411

6,988.0

+1.1%

39,147

193,450

Top 3 Loser (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Methanol

MA501

2,388.0

-1.81%

254,868

752,615

Coke

J2501

1,850.0

-1.57%

7,342

30,768

Crude Oil

SC2410

520.3

-1.53%

102,602

24,661

 

* Commodities (night session):

* Global crude oil price closed down collectively. October NYMEX crude oil contract down 1.55% to closed at $69.25/b, November Brent contract down 1.38% to closed at $72.73/b. INE crude oil active contract down 1.53% to 520.3 yuan/b.

* Precious metals closed up collectively, COMEX gold active contract up 0.14% and closed at $2526.5/oz. SHFE gold active contract up 0.14% to closed at 570.22 yuan/gram.

* Metals closed down mostly, LME nickel down 1.9%, LME lead down 1.66%, LME zinc down 1.51%. SHFE tin down 0.99%, SHFE nickel down 0.98%, SHFE zinc down 0.68%.

* Commodity futures closed down mostly, chemistry and energy products closed down collectively, methanol down 1.81%, fuel oil down 1.33%, wood pulp down 1.28%. Black series closed down mostly, coke down 1.57%, coking coal down 1.36%, iron ore down 1.01%. Agricultural products mixed, rapeseed meal up 4.43%.

 

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