DZ20240911
Xi’s Emphasis
*Chairman Xi Jinping delivered an important speech at the National Education Conference, who emphasized the continuous improvement of the inclusiveness, accessibility, and convenience of public education services, make the achievements of education reform and development more fair and more beneficial to all people.
Industrial Economy
*Fourteenth Session Standing Committee of the NPC held its 11th meeting, which reviewed State Council proposal to request consideration of a draft decision on implementing a gradual delay in the statutory retirement age.
*National Medical Products Administration released the annual report on the national cosmetics sampling and inspection, which organized spot checks on 12 categories of cosmetics.
Sept 10 Block Trade Info
*Discount
-Eastroc Beverage (605499 CH) saw 4 block trades worth 99.13mn at 205.09/218.76yuan per share, 4.43/10.40pct discount from last closing.
- Shanjin International Gold (000975 CH) saw 2 block trades worth 116.00mn at 14.50yuan per share, 6.87pct discount from last closing.
*Flat
- Haohua Chemical Sci&Tech (600378 CH) saw 3 block trades worth 55.56mn at 24.51yuan per share, flat from last closing.
*Margin Trade
|
Total Margin Balance |
1.3760 trillion |
Total Short Selling Balance |
10.6 billion |
|
SH Margin Balance |
0.7258 trillion |
SH Short Selling Balance |
7.2 billion |
|
Top Five Margin Trade Net Bought (in CNY) |
Top Five Short Selling Net Sold (in shares) |
||
|
600418 |
71.0mio |
601398 |
1.3mio |
|
601138 |
58.7mio |
601880 |
1.1mio |
|
600900 |
58.2mio |
601099 |
1.0mio |
|
601398 |
55.0mio |
600839 |
0.7mio |
|
603259 |
54.5mio |
601005 |
0.7mio |
|
SZ Margin Balance |
0.6492 trillion |
SZ Short Selling Balance |
3.4 billion |
|
Top Five Margin Trade Net Bought (in CNY) |
Top Five Short Selling Net Sold (in shares) |
||
|
000062 |
78.9mio |
000100 |
0.5mio |
|
002475 |
75.7mio |
000725 |
0.3mio |
|
002036 |
73.6mio |
002607 |
0.2mio |
|
002371 |
54.9mio |
000987 |
0.2mio |
|
002261 |
42.2mio |
000932 |
0.2mio |
*Connection Trade
|
SH-HK Connection (bn cny/hkd) |
SZ-HK Connection (bn cny/hkd) |
||||
|
Northbound Turnover |
46.41 |
Northbound Turnover |
44.31 |
||
|
Southbound Net Cash Flow |
+4.121 |
Southbound Net Cash Flow |
+5.168 |
||
|
Top 5 Northbound Turnover/Shanghai |
Top 5 Northbound Turnover/Shenzhen |
||||
|
Name |
Market Value (mio cny) |
Name |
Market Value (mio cny) |
||
|
600519 |
1140 |
000333 |
1690 |
||
|
600036 |
731 |
300750 |
1326 |
||
|
600900 |
681 |
300308 |
843 |
||
|
603259 |
633 |
002475 |
719 |
||
|
601899 |
588 |
300760 |
614 |
||
*Index Futures
|
Position of Top 20 members (Unit lots) |
||||||
|
CSI 300 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IF2409 |
89,309 |
3,145 |
74,713 |
-4,362 |
88,531 |
-4,745 |
|
IF2410 |
11,615 |
2,090 |
11,906 |
1,962 |
13,466 |
2,073 |
|
IF2412 |
35,747 |
3,169 |
62,011 |
2,741 |
77,430 |
2,722 |
|
IF2503 |
11,701 |
1,231 |
22,504 |
1,158 |
27,466 |
1,460 |
|
SSE 50 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IH2409 |
45,149 |
-5,762 |
40,648 |
-2,012 |
47,546 |
-2,755 |
|
IH2412 |
17,017 |
982 |
18,712 |
282 |
27,011 |
514 |
|
CSI 500 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IC2409 |
103,772 |
25,207 |
79,643 |
1,337 |
80,537 |
1,011 |
|
IC2410 |
15,968 |
2,093 |
17,534 |
2,587 |
17,460 |
2,917 |
|
IC2412 |
37,430 |
11,120 |
77,210 |
4,737 |
74,532 |
4,710 |
|
IC2503 |
16,327 |
2,666 |
36,764 |
2,328 |
36,016 |
2,202 |
|
CSI 1000 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IM2409 |
165,737 |
43,144 |
89,921 |
4,370 |
99,389 |
4,151 |
|
IM2410 |
23,892 |
4,974 |
20,974 |
3,018 |
23,146 |
3,267 |
|
IM2412 |
69,213 |
20,948 |
69,517 |
2,270 |
78,935 |
2,523 |
|
IM2503 |
28,237 |
9,141 |
39,886 |
2,261 |
40,961 |
2,568 |
*Index Options
|
Position of Top 20 members (Unit lots) |
||||||
|
CSI 300 Index Options |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IO2409 |
104805 |
-11586 |
85276 |
485 |
100997 |
49 |
|
IO2412 |
5572 |
-1931 |
24262 |
481 |
29753 |
673 |
|
CSI 1000 Index Options |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
MO2409 |
288687 |
101225 |
104368 |
380 |
120213 |
467 |
|
MO2410 |
50348 |
19178 |
23439 |
3106 |
27119 |
3222 |
|
MO2412 |
8746 |
3076 |
27218 |
407 |
29124 |
541 |
|
SSE50 Index Options |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
HO2409 |
39553 |
-14682 |
33227 |
707 |
39038 |
1211 |
*Treasury Futures
|
Position of Top 20 members (Unit lots) |
||||||
|
2-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
TS2412 |
62,176 |
13,459 |
49,244 |
136 |
54,362 |
512 |
|
5-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
TF2412 |
91,781 |
29,546 |
102,999 |
2,382 |
109,539 |
3,889 |
|
10-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
T2412 |
99,137 |
42,520 |
171,550 |
1,447 |
173,680 |
3,879 |
|
T2503 |
5,874 |
3,020 |
10,997 |
87 |
11,391 |
-74 |
|
30-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
TL2412 |
76,498 |
22,956 |
61,582 |
1,115 |
66,998 |
1,101 |
|
TL2503 |
6,841 |
2,532 |
9,184 |
220 |
9,893 |
298 |
*Night Session Commodities Market (As of 02:30 am)
|
Top 3 Gainers (Dominant Contract) |
|||||
|
Product |
Contract |
Price |
Change % |
Trading Volume |
Open Interests |
|
Gold |
AU2410 |
574.3 |
+0.4% |
88,551 |
81,904 |
|
Lead |
PB2410 |
16,415.0 |
+0.24% |
36,415 |
53,496 |
|
Silver |
AG2412 |
7,010.0 |
+0.03% |
751,887 |
513,378 |
|
Top 3 Loser (Dominant Contract) |
|||||
|
Product |
Contract |
Price |
Change % |
Trading Volume |
Open Interests |
|
Ethenylbenzene |
EB2410 |
8,341.0 |
-4.88% |
314,645 |
209,113 |
|
Polyester Staple Fiber |
PF411 |
6,486.0 |
-4.67% |
129,096 |
201,173 |
|
PTA |
TA501 |
4,692.0 |
-3.3% |
908,123 |
1,504,610 |
* Commodities (night session):
* Global crude oil price closed down collectively. October NYMEX crude oil contract down 3.49% to closed at $66.31/b, November Brent contract down 2.92% to closed at $69.74/b. INE crude oil active contract down 2.71% to 496.2 yuan/b.
* Precious metals closed up collectively, COMEX gold active contract up 0.51% and closed at $2545.7/oz. SHFE gold active contract up 0.40% to closed at 574.34 yuan/gram.
* Metals closed down mostly, LME nickel down 1.06%, LME zinc down 0.88%, LME copper down 0.86%. SHFE nickel down 1%, SHFE tin down 0.65%, SHFE zinc down 0.48%.
* Commodity futures closed down collectively, EB down 4.88%, polyester fiber down 4.67%, polyethylene terephthalate resin for bottles down 3.99%, PTA down 3.30%, PX down 3.19%, bitumen down 3.16%, MEG down 3.01%.
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.
