DZ20240924
Xi’s Emphasis
*Chairman Xi Jinping met with representatives of the participants in the Chang’e 6 mission of the lunar exploration project and delivered an important speech, who emphasized to continue to implement major aerospace projects such as deep space exploration, promote the development of space science, space technology and applications.
Industrial Economy
*SASAC held an enlarged meeting and emphasized that state-owned central enterprises should actively integrate into the ecological protection and coordination pattern of the Yellow River Basin, accelerate the green and low-carbon transformation of development methods, accelerate energy-saving and carbon reduction transformation and equipment updates in key industries.
*State Grid Corporation of China: Accelerate the construction of power grids, strengthen the optimal allocation of trans-regional and trans-provincial power resources, strengthen the optimal dispatch of hydropower and promote the development of a green and low-carbon economy.
Sept 23 Block Trade Info
*Discount
-AIER EYE HOSPITAL (300015 CH) saw 1 block trade worth 8.06mn at 7.79yuan per share, 20.02pct discount from last closing.
*Flat
-FOTON (600166 CH) saw 1 block trade worth 3.27mn at 2.29yuan per share, flat from last closing.
*Premium
-SF HOLDING (002352 CH) saw 1 block trade worth 3.52mn at 39.84yuan per share, 6.07pct premium from last closing.
*Margin Trade
|
Total Margin Balance |
1.3610 trillion |
Total Short Selling Balance |
9.7 billion |
|
SH Margin Balance |
0.7178 trillion |
SH Short Selling Balance |
6.6 billion |
|
Top Five Margin Trade Net Bought (in CNY) |
Top Five Short Selling Net Sold (in shares) |
||
|
603259 |
98.1mio |
601009 |
1.4mio |
|
600550 |
68.0mio |
601162 |
1.1mio |
|
601689 |
58.4mio |
601099 |
0.6mio |
|
600809 |
54.3mio |
600010 |
0.4mio |
|
600895 |
52.0mio |
603077 |
0.3mio |
|
SZ Margin Balance |
0.6423 trillion |
SZ Short Selling Balance |
3.2 billion |
|
Top Five Margin Trade Net Bought (in CNY) |
Top Five Short Selling Net Sold (in shares) |
||
|
000948 |
68.9mio |
000725 |
0.4mio |
|
002371 |
60.3mio |
002266 |
0.2mio |
|
000158 |
57.8mio |
002075 |
0.2mio |
|
300438 |
49.8mio |
002506 |
0.2mio |
|
300759 |
43.9mio |
000999 |
0.2mio |
*Connection Trade
|
SH-HK Connection (bn cny/hkd) |
SZ-HK Connection (bn cny/hkd) |
||||
|
Northbound Turnover |
44.40 |
Northbound Turnover |
42.23 |
||
|
Southbound Net Cash Flow |
+4.697 |
Southbound Net Cash Flow |
+3.718 |
||
|
Top 5 Northbound Turnover/Shanghai |
Top 5 Northbound Turnover/Shenzhen |
||||
|
Name |
Market Value (mio cny) |
Name |
Market Value (mio cny) |
||
|
600519 |
1878 |
300750 |
1640 |
||
|
603259 |
1200 |
000333 |
926 |
||
|
601899 |
837 |
002594 |
757 |
||
|
601138 |
543 |
000858 |
668 |
||
|
601127 |
503 |
300760 |
535 |
||
*Index Futures
|
Position of Top 20 members (Unit lots) |
||||||
|
CSI 300 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IF2410 |
76,379 |
-7,152 |
52,530 |
-2,496 |
59,652 |
-2,370 |
|
IF2412 |
38,073 |
-6,004 |
82,533 |
-425 |
99,429 |
-617 |
|
IF2503 |
13,182 |
410 |
28,003 |
467 |
35,308 |
996 |
|
SSE 50 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IH2410 |
38,796 |
-7,604 |
28,119 |
-1,464 |
33,810 |
-1,630 |
|
IH2412 |
17,750 |
-6,281 |
29,940 |
-131 |
40,218 |
-479 |
|
IH2503 |
4,477 |
-1,234 |
8,084 |
327 |
10,345 |
359 |
|
CSI 500 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IC2410 |
72,519 |
-4,434 |
60,883 |
-950 |
58,319 |
-1,110 |
|
IC2412 |
34,993 |
-9,412 |
89,572 |
241 |
88,952 |
987 |
|
IC2503 |
11,384 |
-3,997 |
43,370 |
-172 |
42,950 |
-12 |
|
CSI 1000 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IM2410 |
113,109 |
-1,462 |
71,407 |
-2,132 |
78,315 |
-2,728 |
|
IM2412 |
69,983 |
-10,040 |
80,079 |
104 |
93,487 |
-1,242 |
|
IM2503 |
20,376 |
-4,066 |
49,836 |
543 |
50,204 |
291 |
*Index Options
|
Position of Top 20 members (Unit lots) |
||||||
|
CSI 300 Index Options |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IO2410 |
72299 |
16033 |
40720 |
1723 |
47003 |
2059 |
|
IO2412 |
5689 |
1388 |
28069 |
413 |
35011 |
388 |
|
CSI 1000 Index Options |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
MO2410 |
167005 |
45220 |
47816 |
2637 |
55239 |
3710 |
|
MO2412 |
8973 |
1369 |
30481 |
876 |
32930 |
763 |
|
SSE50 Index Options |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
HO2410 |
22037 |
22037 |
15742 |
15742 |
17559 |
17559 |
*Treasury Futures
|
Position of Top 20 members (Unit lots) |
||||||
|
2-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
TS2412 |
47,877 |
-2,568 |
54,049 |
747 |
61,337 |
995 |
|
5-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
TF2412 |
91,490 |
18,003 |
106,630 |
208 |
116,226 |
1,685 |
|
10-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
T2412 |
91,138 |
10,721 |
178,432 |
-2,382 |
182,815 |
-1,574 |
|
T2503 |
4,624 |
226 |
11,998 |
187 |
12,376 |
132 |
|
30-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
TL2412 |
88,987 |
6,080 |
62,795 |
-597 |
66,694 |
-863 |
|
TL2503 |
9,015 |
1,767 |
10,470 |
360 |
10,967 |
485 |
*Night Session Commodities Market (As of 02:30 am)
|
Top 3 Gainers (Dominant Contract) |
|||||
|
Product |
Contract |
Price |
Change % |
Trading Volume |
Open Interests |
|
Glass |
FG501 |
1,075.0 |
+2.38% |
869,973 |
1,215,177 |
|
No.2 Soybeans |
B2410 |
3,684.0 |
+2.08% |
42,915 |
16,887 |
|
Soybean Meal |
M2501 |
3,098.0 |
+1.74% |
592,169 |
1,317,627 |
|
Top 3 Loser (Dominant Contract) |
|||||
|
Product |
Contract |
Price |
Change % |
Trading Volume |
Open Interests |
|
Coke |
J2501 |
1,829.0 |
-1.24% |
8,784 |
30,935 |
|
Ethenylbenzene |
EB2411 |
8,397.0 |
-1.21% |
132,171 |
216,098 |
|
Coking Coal |
JM2501 |
1,247.0 |
-1.11% |
55,533 |
194,429 |
* Commodities (night session):
* Global crude oil price closed down slightly. November NYMEX crude oil contract down 0.38% to closed at $70.73/b, December Brent contract down 0.19% to closed at $73.55/b. INE crude oil active contract down 0.36% to 520.8 yuan/b.
* Precious metals closed up collectively, COMEX gold active contract up 0.24% and closed at $2653.4/oz. SHFE gold active contract up 0.44% to closed at 595.70 yuan/gram.
* Metals closed up mostly, LME copper up 0.69%, LME zinc up 0.38%, LME tin up 0.37%. SHFE lead up 1.46%, bonded copper up 0.34%, SHFE copper up 0.30%.
* Commodity futures closed mixed, chemistry and energy products closed mixed, glass up 2.38%, soda ash up 1.7%, EB down 1.21%. Black series closed down mostly, coke down 1.24%, coking coal down 1.11%. Agricultural products closed up mostly, No.2 soybeans up 2.08%, soybean meal up 1.74%, rapeseed meal up 1.64%, soybean oil up 1.27%.
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.
