DZ20240918

 

Data

*PBoC: The cumulative increase in social financing scale in the first eight months was cny 21.9tn, which is cny 3.32tn less than the same period last year. Jan-Aug new RMB loans was cny 14.43tn, and the previous value was cny 13.52tn. August M2 balance was cny 305.05tn, up 6.3% y/y.

*National Bureau of Statistics: The total retail sales of consumer goods in August was cny 3872.6bn, up 2.1% y/y.

*National Bureau of Statistics: Jan-Aug national fixed asset investment reached cny 32938.5bn, up 3.4% y/y.

*National Bureau of Statistics: The added value of industrial enterprises above designated size increased by 4.5% y/y in August.

*National Bureau of Statistics: Jan-Aug average urban surveyed unemployment rate was 5.2%, down 0.1% y/y.

 

Xi’s Emphasis

*QIUSHI magazine published an important article titled “The Speech at the Second Plenary Session of the 23rd Central Committee of the CPC by Chairman Xi Jinping”, which proposes to expand domestic demand, develop new quality productive forces in light of local conditions, accelerate the cultivation of new growth drivers for foreign trade, and take solid steps to promote green and low-carbon development.

 

Industrial Economy

*Administration for Financial Regulation issued a notice on promoting non-bank financial institutions to support large-scale equipment updates and trade-in actions for consumer goods, which proposes to encourage the appropriate reduction of down payment ratios for automobile loans.

*Ministry of Ecology and Environment issued the “Several Measures for Further Promoting the Development of Private Economy by the Ecological Environment Department”, which support enterprises in technological upgrading of various production equipment and air pollution control facilities.

*General Office of the State Council issued the “Opinions on Practicing the Great Food Concept and Building a Diversified Food Supply System”, which proposes fourteen key tasks in three aspects.

*Ministry of Education released the “2024 Announcement of Application Materials for Undergraduate Professionals in Ordinary High Schools”, with 535 new majors involving football, cyberspace security and health and medical security.

*National Network Information Office issued notice and publicly solicited opinions on the “Measures for Artificial Intelligence Generating Synthetic Content Marking”.

 

Sept 13 Block Trade Info

*Discount

-THUNDERSOFT (300496 CH) saw 2 block trades worth 14.72mn at 33.13yuan per share, 1.90pct discount from last closing.

-APT MEDICAL (688617 CH) saw 3 block trades worth 42.56mn at 326.15yuan per share, 5.85pct discount from last closing.

 

*Premium

-ACCOTEST (688200 CH) saw 1 block trades worth 7.72mn at 93.90yuan per share, 18.98pct premium from last closing.

 

*Margin Trade

 

*Connection Trade

 

*Index Futures

 

*Index Options

 

*Treasury Futures

 

* Commodities (night session):

* Global crude oil price closed up collectively. October NYMEX crude oil contract up 1.48% to closed at $71.13/b, November Brent contract up 1.21% to closed at $73.02/b.

* Precious metals closed down collectively, COMEX gold active contract up 0.48% and closed at $2596.4/oz. COMEX silver active contract down 0.27% to $31.05/oz.

* Metals closed down collectively, LME lead down 1.35%, LME nickel down 1.04%, LME aluminium down 0.87%, LME zinc down 0.75%.

 

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