DZ20241010

 

Co Focus

*The trading of A-share stocks in GTJA (601211 CH) and HAITONG SECURITIES (600837 CH) will resume on October 10th, the conversion ratio is 1:0.62, which is every 1 share HAITONG SECURITIESA shares can be exchanged for 0.62 shares GTJA A-share stocks, GTJA plans to raise funds of no more than cny 10bn by issuing A-share stocks to state-owned companies at an issue price of cny 15.97 per share.

 

Industrial Economy

*State Council released the “Opinions on Accelerating the Development and Utilization of Public Data Resources”, which aims to establish preliminary rules for the development and utilization of public data resources by 2025 and cultivate a group of data element enterprises.

*State Administration for Market Regulation released the “Guidelines for the Filing of Infant Formula Food Raw Materials and Other Matters”, which further standardize the filing work of infant formula food raw materials.

*National Healthcare Security Administration issued guidance on strengthening the management of social supervisors of medical security funds, which encourage all aspects of society to participate in the supervision of medical insurance funds.

 

Data

*CPCAAUTO: The estimated wholesales of NEV nationwide in September will be 1.228mio units, up 48% y/y and up 17% m/m respectively, with BYD estimated wholesales of 417k units and TESLA estimated wholesales of 88k units.

 

Oct 9 Block Trade Info

*Discount

-HHCK Advanced Materials (688535 CH) saw 15 block trades worth 65.30mn at 65.00yuan per share, 22.18pct discount from last closing.

-CATL (300750 CH) saw 1 block trades worth 249.90mn at 249.90yuan per share, 2.00pct discount from last closing.

 

*Flat

-Tongkun (601233 CH) saw 2 block trades worth 80.00mn at 12.50yuan per share, flat from last closing.

-Xizang Zhufeng (600338 CH) saw 1 block trades worth 87.28mn at 10.61yuan per share, flat from last closing.

 

*Margin Trade

 

*Connection Trade

 

*Index Futures

 

*Index Options

 

*Treasury Futures

 

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

 

* Commodities (night session):

* Global crude oil price closed down slightly. November NYMEX crude oil contract down about 0.29% to closed at $73.36/b, December Brent contract down 0.65% to closed at $76.68/b. INE crude oil active contract down 1.92% to 556.1 yuan/b.

* Precious metals closed mixed, COMEX gold active contract down 0.35% and closed at $2626.1/oz. SHFE gold active contract down 0.31% to closed at 589.66 yuan/gram.

* Metals closed down mostly, LME copper down 0.6%, LME zinc down 1.89%, LME nickel down 1.64%, LME aluminum down 1.01%, LME tin down 1.24%, LME lead down 1.28%. SHFE nickel down 1.84%, SHFE lead down 1.39%, SHFE zinc down 1.27%, SHFE copper down 0.79%, aluminum oxide up 2.41%.

* Commodity futures closed down collectively, glass down 3.24%, butadiene rubber down 2.67%, natural rubber down 1.8%, ethenylbenzene down 1.54%, PTA down 1.41%, coking coal down 2.59%, coke down 1.65%, suger down 1.79%, rapeseed meal down 1.07%.

 

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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.