DZ20240430

 

Industrial Economy

*NDRC and the National Data Administration jointly issued the “Key Points for Work of Digital Economy in 2024”, which will deploy key tasks for digital economy in 2024.

*Guangzhou issued the “Implement Plan for Promoting Large-scale Equipment Update and Consumer Goods Exchange”, which proposed to support the replacement of old-for-new furniture and home decorations.

*Hangzhou issued the “Notice of Several Measures to Promote Large-scale Equipment Update and Trade in Consumer Goods”, which mentioned promoting equipment updates in the energy sector.

*National Energy Administration held 2024 National Oil and Gas Pipeline Planning Construction and Protection Work Conference, which proposed to further strengthen the construction of the oil and gas market system, ensure the supply and price stability of natural gas, and strengthen the guarantee of gas consumption.

 

Financial

*Customs Tariff Commission of the State Council announced the 14th exclusion list of goods subject to additional tariffs imposed on the United States and issued the exemption list.

 

Apr 29 Block Trade Info

*Discount

- Bsm Chemical (300796 CH) saw 6 block trades worth 107.73mn at 13.59yuan per share, 17.54pct discount from last closing.

- Zhongji Innolight (300308 CH) saw 2 block trades worth 110.93mn at 184.88yuan per share, 1.50pct discount from last closing.

- S.F. Holding (002352 CH) saw 1 block trades worth 210.60mn at 35.10yuan per share, 3.62pct discount from last closing.

 

*Flat

- CATL (300750 CH) saw 2 block trades worth 50.31mn at 209.63yuan per share, flat from last closing.

 

*Margin Trade

Total Margin Balance

1.4876 trillion

Total Short Selling Balance

39.1 billion

SH Margin Balance

0.7873 trillion

SH Short Selling Balance

25.5 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

600030

172mio

601198

1.9mio

601689

169mio

601878

1.5mio

601127

166mio

601838

1.4mio

601006

136mio

600022

0.9mio

601099

130mio

601608

0.7mio

SZ Margin Balance

0.6991 trillion

SZ Short Selling Balance

13.7 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

002085

188mio

002131

1.1mio

300750

182mio

000069

1.0mio

000555

143mio

000778

0.8mio

000625

136mio

000982

0.6mio

300274

133mio

002625

0.5mio

 

*Connection Trade

SH-HK Connection (bn cny)

SZ-HK Connection (bn cny)

Northbound Net Cash Flow

+4.535

Northbound Net Cash Flow

+6.358

Southbound Net Cash Flow

+2.181

Southbound Net Cash Flow

+0.572

Top 5 Northbound Inflow

Top 5 Northbound Outflow

Name

Market Value (mio cny)

‰ out of ttl share outstanding

Name

Market Value (mio cny)

‰ out of ttl share outstanding

300750

856

0.98

600406

354

1.83

300760

534

1.53

601006

345

2.64

002475

497

2.41

600519

337

0.16

000651

378

1.70

000538

246

2.49

600919

292

2.07

002085

222

6.37

 

*Index Futures

Position of Top 20 members (Unit lots)

CSI 300 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IF2405

85,629

-3,987

50,401

593

56,140

1,135

IF2406

56,313

8,879

70,970

1,616

96,378

3,578

IF2409

25,579

6,008

43,498

2,090

66,181

3,649

SSE 50 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IH2405

47,365

-2,354

31,325

1,174

36,022

1,413

IH2406

30,333

2,419

34,055

1,132

46,128

1,344

IH2409

18,153

4,817

20,622

1,490

31,929

2,350

CSI 500 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IC2405

75,956

-6,758

53,205

-3,877

50,515

-3,004

IC2406

57,897

7,162

94,804

608

98,767

905

IC2409

31,760

12,335

60,455

2,335

64,628

6,102

IC2412

12,894

3,526

11,702

3,044

10,753

2,710

CSI 1000 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IM2405

95,820

136

53,581

-2,594

55,162

-2,564

IM2406

107,320

4,913

81,554

705

89,867

688

IM2409

39,541

5,590

57,361

1,552

59,438

1,254

IM2412

17,212

2,202

15,738

2,598

15,529

2,419

 

*Index Options

Position of Top 20 members (Unit lots)

CSI 300 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IO2405

181560

21498

41081

3185

48036

878

IO2406

32977

8388

36233

2644

43446

2337

CSI 1000 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

MO2405

241069

27015

55935

-1482

57849

-971

MO2406

36240

9176

35235

384

39039

-130

MO2409

18226

3499

27119

-763

29360

-748

SSE50 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

HO2405

71576

3318

20114

1114

21565

544

 

*Treasury Futures

Position of Top 20 members (Unit lots)

2-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TS2406

77,151

11,689

52,246

-1,820

55,119

-1,783

5-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TF2406

179,111

31,799

113,966

-1,813

116,496

-3,248

TF2409

20,790

8,155

16,457

817

16,527

783

10-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

T2406

197,039

46,023

155,570

-2,678

155,703

-5,532

T2409

33,929

13,956

21,058

758

20,969

184

30-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TL2406

104,752

30,344

50,872

-960

48,193

-1,224

TL2409

32,450

12,182

20,040

1,414

19,817

1,000

 

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

Top 3 Gainers (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Zinc

ZN2406

23,395.0

+2.32%

130,561

101,307

Nickel

NI2406

146,150.0

+1.83%

134,214

92,512

Bonded Copper

BC2406

73,180.0

+1.51%

6,356

17,344

Top 3 Loser (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Soda Ash

SA409

2,217.0

-2.08%

645,187

827,168

Low Sulfur Fuel Oil

LU2407

4,495.0

-1.43%

39,212

73,984

Crude Oil

SC2406

645.1

-1.13%

61,508

24,154

 

* Commodities (night session):

* Global crude oil price closed down collectively. June NYMEX crude oil contract down 1.34% to closed at $82.73/b, July Brent contract down 1.07% to closed at $87.27/b. INE crude oil active contract down 1.13% to 645.1 yuan/b.

* Precious metals closed mixed, COMEX gold active contract up 0.01% and closed at $2347.5/oz. SHFE gold active contract down 0.21% and closed at 552.10 yuan/gram.

* Metals closed up collectively, LME zinc up 3.6%, LME copper up 1.97%, LME lead up 0.91%. SHFE zinc up 2.32%, SHFE nickel up 1.83%, bonded copper up 1.51%, SHFE copper up 1.49%.

* Commodity futures closed mixed, chemistry and energy products closed mixed, wood pulp up 1.1%, methanol up nearly 1%, soda ash down 2.08%, low sulfur fuel oil down 1.43%. Black series closed up collectively, coke up 1.26%. Agricultural products closed up mostly.

 

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