DZ20241107

 

Xi’s Emphasis

*Chairman Xi Jinping emphasized during his inspection in Hubei Province, promote technological and industrial innovation, strengthen the innovation chain around key industries, develop new quality productivity according to local conditions and create more famous brands.

 

Financial

*Fourteenth Session Standing Committee of the NPC held thirty-third meeting of committee members, which reviewed on the proposal to increase the limit of local government debt to replace existing hidden debts.

*SSE, SZSE and BSE drafted and publicly solicited opinions on the “Guidelines for the Preparation of Sustainable Development Reports for Listed Companies”.

 

Industrial Economy

*MIIT publicly solicited opinions on the “Action plan for high-quality development of new energy storage manufacturing industry”, which pointed out that by 2027, cultivate 3-5 ecological leading enterprises with a scale of more than cny 100bn.

 

Data

*CPCAAUTO: October retail sales of passenger cars in the New Energy market reached 1.284mio units, up 67% y/y and up 14% m/m respectively.

 

Nov 6 Block Trade Info

*Discount

-CATL (300750 CH) saw 1 block trades worth 101.58mn at 253.94yuan per share,1.00pct discount from last closing.

-Aerospace Ch Uav (002389 CH) saw 1 block trades worth 45.79mn at 19.08yuan per share,18.15pct discount from last closing.

-Shangtai Tech (001301 CH) saw 1 block trades worth 65.02mn at 74.78yuan per share,1.08pct discount from last closing.

 

*Flat

-Hesheng Special Material (002290 CH) saw 1 block trades worth 83.00mn at 15.09yuan per share,flat from last closing.

 

*Premium

-Hengrui Pharma(600276 CH) saw 1 block trades worth 71.64mn at 53.55yuan per share,9.85pct premium 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. December NYMEX crude oil contract down about 0.13% to closed at $71.90/b, January Brent contract down about 0.48% to closed at $75.17/b. INE crude oil active contract up about 1.15% to 543.7 yuan/b.

* Precious metals closed down, COMEX gold active contract down 2.97% and closed at $2668/oz. SHFE gold active contract down 1.96% to closed at 614.7 yuan/gram.

* Metals closed down mostly, LME copper down 4.29%, LME zinc down 4.43%, LME nickel up 0.54%, LME aluminum down 1.69%, LME tin down 3.51%, LME lead up 0.89%, SHFE copper down 2.19%, SHFE tin down 1.43%, SHFE zinc down 1.16%, stainless steel down 1.14%, SHFE aluminum down 0.4%, SHFE nickel down 0.21%, SHFE lead up 0.48%, aluminum oxide up 0.54%.

* Commodity futures closed mixed, ethenylbenzene down 1.23%, methanol down 1.16%, LPG down 1.13%, PTA down 1.1%, soda ash down nearly 1%, coke down 1.18%, coking coal down nearly 1%, rapeseed meal up 2.68%, No.2 soybeans up 2.59%, soybean meal up 2.44%, RBD palm olein up 1.87%, soybean oil up 1.59%, No.1 soybeans up 1.2%.

 

Download PDF

 

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.