DZ20241129
Industrial Economy
*General Office of the Central Committee of the CPC and General Office of the State Council jointly published the “Opinions on Digital Trade Reform and Innovative Development”, which proposed to actively develop digital technology trade and strengthen innovation in key core technologies.
*Ministry of Education recently issued a notice on strengthening artificial intelligence education in primary and secondary schools.
*MoC held the National Market Operation and Consumption Promotion conference, which emphasized to solidly promote the trade-in consumer goods and continuously release consumption potential.
*The promotion meeting for the protection and utilization of agricultural germplasm resources was held, which proposes to implement the improvement plan of germplasm resources such as Corn, accelerate the creation of a batch of excellent new germplasm and dig new gene resources.
Nov 28 Block Trade Info
*Discount
-Honghua Digital Tech (688789 CH) saw 1 block trades worth 99.71mn at 65.60yuan per share,5.94pct discount from last closing.
-Qiaoyuan Gas (301286 CH) saw 2 block trades worth 75.63mn at 31.50yuan per share,9.97pct discount from last closing.
-CECEP Guozhen (300388 CH) saw 2 block trades worth 200.47mn at 23.01yuan per share,1.50pct discount from last closing.
-Zhongji Innolight (300388 CH) saw 3 block trades worth 173.35mn at 8.80yuan per share,0.57pct discount from last closing.
*Margin Trade
|
Total Margin Balance |
1.8283 trillion |
Total Short Selling Balance |
11.0 billion |
|
SH Margin Balance |
0.9433 trillion |
SH Short Selling Balance |
7.6 billion |
|
Top Five Margin Trade Net Bought (in CNY) |
Top Five Short Selling Net Sold (in shares) |
||
|
600418 |
360mio |
601006 |
1.5mio |
|
603019 |
325mio |
600635 |
0.4mio |
|
603000 |
244mio |
603077 |
0.4mio |
|
600900 |
236mio |
601916 |
0.4mio |
|
600519 |
134mio |
600048 |
0.3mio |
|
SZ Margin Balance |
0.8813 trillion |
SZ Short Selling Balance |
3.4 billion |
|
Top Five Margin Trade Net Bought (in CNY) |
Top Five Short Selling Net Sold (in shares) |
||
|
002131 |
237mio |
002506 |
0.5mio |
|
001696 |
209mio |
002939 |
0.5mio |
|
300081 |
172mio |
300026 |
0.4mio |
|
002155 |
151mio |
000927 |
0.4mio |
|
000858 |
145mio |
000415 |
0.4mio |
*Connection Trade
|
SH-HK Connection (bn cny/hkd) |
SZ-HK Connection (bn cny/hkd) |
||||
|
Northbound Turnover |
79.47 |
Northbound Turnover |
94.09 |
||
|
Southbound Net Cash Flow |
+4.6 |
Southbound Net Cash Flow |
+3.2 |
||
|
Top 5 Northbound Turnover/Shanghai |
Top 5 Northbound Turnover/Shenzhen |
||||
|
Name |
Market Value (mio cny) |
Name |
Market Value (mio cny) |
||
|
600418 |
980 |
300750 |
1604 |
||
|
600519 |
915 |
300059 |
1478 |
||
|
601127 |
878 |
002594 |
1278 |
||
|
688256 |
838 |
000333 |
1224 |
||
|
600030 |
712 |
300760 |
1123 |
||
*Index Futures
|
Position of Top 20 members (Unit lots) |
||||||
|
CSI 300 |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IF2412 |
139,728 |
-24,489 |
99,368 |
-10,005 |
118,747 |
-11,944 |
|
IF2503 |
39,318 |
-5,489 |
51,545 |
-782 |
66,633 |
-511 |
|
IF2506 |
13,027 |
-1,573 |
17,422 |
-689 |
25,612 |
-442 |
|
SSE 50 |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IH2412 |
66,975 |
-12,245 |
48,853 |
-2,402 |
61,999 |
-3,138 |
|
IH2503 |
17,559 |
-1,122 |
19,593 |
-572 |
28,182 |
-434 |
|
CSI 500 |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IC2412 |
111,081 |
-35,756 |
91,817 |
-8,718 |
95,019 |
-8,938 |
|
IC2503 |
35,574 |
-13,994 |
58,398 |
-1,702 |
61,864 |
-1,586 |
|
IC2506 |
14,668 |
-3,698 |
21,604 |
-178 |
25,017 |
-124 |
|
CSI 1000 |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IM2412 |
254,514 |
-68,618 |
122,294 |
-18,224 |
133,585 |
-17,968 |
|
IM2501 |
17,291 |
-3,886 |
11,678 |
45 |
11,434 |
-50 |
|
IM2503 |
80,640 |
-19,069 |
71,580 |
-5,371 |
78,519 |
-6,115 |
|
IM2506 |
26,380 |
-10,696 |
31,565 |
-563 |
36,256 |
-354 |
*Index Options
|
Position of Top 20 members (Unit lots) |
||||||
|
CSI 300 Index Options |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IO2412 |
104670 |
-22518 |
92501 |
3822 |
107566 |
3669 |
|
IO2503 |
4317 |
-970 |
23250 |
517 |
28707 |
493 |
|
CSI 1000 Index |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
MO2412 |
206610 |
-76544 |
111484 |
1494 |
119279 |
996 |
|
MO2503 |
6264 |
-2390 |
19482 |
242 |
21350 |
293 |
|
SSE50 Index |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
HO2412 |
43570 |
-6388 |
48398 |
2912 |
55125 |
2498 |
*Treasury Futures
|
Position of Top 20 members (Unit lots) |
||||||
|
2-Year Treasury |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
TS2412 |
31,129 |
28,347 |
1,430 |
-13,716 |
1,430 |
-14,213 |
|
TS2503 |
42,453 |
-5,885 |
43,203 |
1,017 |
49,262 |
1,348 |
|
5-Year Treasury |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
TF2412 |
59,383 |
48,189 |
4,776 |
-18,943 |
4,776 |
-20,146 |
|
TF2503 |
65,935 |
-25,168 |
94,528 |
2,108 |
103,740 |
1,969 |
|
10-Year Treasury |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
T2412 |
53,799 |
38,419 |
7,580 |
-19,064 |
7,580 |
-14,670 |
|
T2503 |
69,735 |
-28,623 |
164,734 |
3,840 |
162,522 |
3,428 |
|
30-Year Treasury |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
TL2412 |
34,090 |
24,849 |
3,331 |
-13,706 |
3,331 |
-9,812 |
|
TL2503 |
73,770 |
-21,429 |
56,776 |
1,899 |
59,702 |
2,328 |
*Night Session Commodities Market (As of 02:30 am)
|
Top 3 Gainers (Dominant Contract) |
|||||
|
Product |
Contract |
Price |
Change % |
Trading Volume |
Open Interests |
|
White Sugar |
SR501 |
6,079.0 |
+1.86% |
305,741 |
307,343 |
|
TSR 20 |
NR2501 |
14,795.0 |
+1.54% |
56,192 |
34,498 |
|
Natural Rubber |
RU2505 |
18,330.0 |
+1.27% |
207,722 |
164,147 |
|
Top 3 Loser (Dominant Contract) |
|||||
|
Product |
Contract |
Price |
Change % |
Trading Volume |
Open Interests |
|
Zinc |
ZN2501 |
25,215.0 |
-2.49% |
170,201 |
151,486 |
|
Para-Xylene |
PX501 |
6,656.0 |
-1.45% |
34,773 |
102,112 |
|
Soda Ash |
SA501 |
1,469.0 |
-1.14% |
394,788 |
1,078,853 |
* Commodities (night session):
* Global crude oil price closed up. January NYMEX crude oil contract remained up about 0.23% to close at $68.88/b, February Brent contract up about 0.54% to closed at $72.69/b. INE crude oil active contract up about 0.32% to 529.7 yuan/b.
* Precious metals closed down, COMEX gold active contract down 0.12% and closed at $2661.5/oz. SHFE gold active contract up 0.04% to closed at 613.92 yuan/gram.
* Metals closed mixed, LME copper down 0.37%, LME zinc down 2.68%, LME nickel up 1.49%, LME aluminum down 0.21%, LME tin up 1.16%, LME lead down 0.61%, SHFE tin up 1.05%, SHFE nickel up 1.01%, Stainless Steel up 0.04%, SHFE lead remained constant, SHFE copper down 0.16%, SHFE aluminum down 0.39%, aluminum oxide down 1.07%, SHFE zinc down 2.49%.
* Commodity futures closed mixed, Butadiene Rubber up 2.87%, natural rubber up 1.27%, TSR 20 up 1.54%, soda ash down 1.14%, white sugar up 1.86%. soybean oil up 1.24%, RBD Palm Olein up 1.11%.
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.
