DZ20241105

 

Financial

*The 12th meeting of the 14th Standing Committee of the NPC deliberated on the proposal to increase the local government debt limit to replace existing hidden debts.

*The Party Committee of SASAC held an enlarged meeting, which emphasized to accelerate the cultivation and development of new quality productivity to better leverage the role of scientific and technological innovation, industrial control and safety support.

 

Co Focus

*SOKON (601127 CH) clarified the rumors on the joint collaboration with any partners on the humanoid robot business.

 

Industrial Economy

*Ministry of Water Resources: Jan-Sep national investment in water conservancy construction reached cny 928.98bn, up 9.8% y/y, on the basis of a relatively high level in the same period last year, reaching a new high.

*MIIT held a symposium on digital transformation of engineering machinery industry scenarios, which pointed out to accelerate the high-end, intelligent and green development of the engineering machinery industry.

 

Data

*CPCAAUTO: The wholesales of NEV by national manufacturers in October reached 1.4mio units, up 58% y/y and up 14% m/m respectively.

 

Nov 4 Block Trade Info

*Discount

-Veichi Electric (688698 CH) saw 13 block trades worth 50.10mn at 30.00yuan per share,13.09pct discount from last closing.

-Aerospace Ch Uav (002389 CH) saw 1 block trades worth 117.36mn at 17.20yuan per share,13.18pct discount from last closing.

-Xingye Silver&Tin (000426 CH) saw 1 block trades worth 102.85mn at 12.62yuan per share,7.68pct discount from last closing.

 

*Flat

-Orient Group (600811 CH) saw 1 block trades worth 100.08mn at 2.78yuan per share,flat from last closing.

-Eoptolink Tech (300502 CH) saw 2 block trades worth 61.93mn at 131.77yuan 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 up mostly. December NYMEX crude oil contract up about 3.17% to closed at $71.69/b, January Brent contract up about 3.01% to closed at $75.30/b. INE crude oil active contract up about 1.34% to 537.7 yuan/b.

* Precious metals closed down, COMEX gold active contract down 0.12% and closed at $2745.8/oz. SHFE gold active contract down 0.37% to closed at 625.52 yuan/gram.

* Metals closed up mostly, LME copper up 1.1%, LME zinc down 1.17%, LME nickel up 1.26%, LME aluminum up 0.81%, LME tin up 1.47%, LME lead down 0.8%, aluminum oxide up 1.1%, SHFE copper up 0.52%, SHFE aluminum up 0.31%, SHFE tin up 0.27%, SHFE lead up 0.18%, SHFE nickel down 0.63%, SHFE zinc down 1.27%.

* Commodity futures closed mixed, PTA up nearly 1%, coking coal up 1.61%, coke up 1.77%, iron ore up 1.23%, hot-rolled coil up 1.07%, white sugar down 1.01%, rapeseed oil down 1.53%.

 

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