DZ20240506

 

Industrial Economy

*During the May Day holiday, outbound tourism experienced a major outbreak. The international air ticket booking volume departing on May 1st, 2024 exceeded that of 2019, reaching a new high in the single-day period of May Day in previous years.

*According to Maoyan Professional Edition data, as of May 5th, the total box office, including pre-sale of May Day holiday new films in 2024 has exceeded cny 1.5bn, and the total box office in 2024 exceeded cny 20bn.

*Zhaoqing City, Guangdong Province recently released the “Notice on the Implementation of Publicity and Sales of Commercial Housing in the entire city based on the area within a set”, which pointed out to optimize and increase the supply of high-quality housing.

*MoF and Ministry of Transport jointly issued a notice on supporting and guiding the digital transformation and upgrading of expressway, waterway, transportation infrastructure, which pointed out that since 2024, support about 30 demonstration areas to create a number of integrated demonstration channels and networks through about three years.

 

Financial

*Political Bureau of the CPC Central Committee held a meeting On April 30th, which analyzed and studied the current economic situation and economic work, emphasized to develop new productivity according to local conditions, and decided to hold the third plenary session of the 20th Central Committee of the CPC in Beijing in July this year.

 

Apr 30 Block Trade Info

*Discount

- Bank of Chengdu (601838 CH) saw 3 block trades worth 327.51mn at 14.52/14.57yuan per share, 1.55/1.89pct discount from last closing.

- Salubris Pharma (002294 CH) saw 1 block trades worth 580.03mn at 30.17yuan per share, 5.48pct discount from last closing.

- Iflytek (002230 CH) saw 1 block trades worth 157.50mn at 45.00yuan per share, 0.24pct discount from last closing.

 

*Flat

- Moutai (600519 CH) saw 1 block trades worth 218.24mn at 1705.00yuan per share, flat from last closing.

- Xiangtan Electric (600416 CH) saw 2 block trades worth 112.15mn at 13.18yuan per share, flat from last closing.

 

*Margin Trade

Total Margin Balance

1.4740 trillion

Total Short Selling Balance

38.0 billion

SH Margin Balance

0.7795 trillion

SH Short Selling Balance

24.8 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

600733

106mio

512170

19.1mio

601688

96.4mio

515790

5.7mio

600438

77.2mio

601099

3.7mio

600570

52.3mio

588080

3.2mio

601238

50.9mio

588220

2.1mio

SZ Margin Balance

0.6934 trillion

SZ Short Selling Balance

13.2 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

000932

163mio

002670

1.3mio

002027

144mio

002600

1.2mio

000625

129mio

000100

1.0mio

002594

117mio

000937

0.9mio

002415

83.4mio

003816

0.9mio

 

*Connection Trade

SH-HK Connection (bn cny)

SZ-HK Connection (bn cny)

Northbound Net Cash Flow

-3.950

Northbound Net Cash Flow

-4.666

Southbound Net Cash Flow

+2.770

Southbound Net Cash Flow

+0.479

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

600919

314

2.17

002027

527

5.20

601919

305

1.69

600406

488

2.57

600036

294

0.33

601006

428

3.46

601857

289

0.15

600519

364

0.17

300750

242

0.26

600887

314

1.74

 

*Index Futures

Position of Top 20 members (Unit lots)

CSI 300 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IF2405

57,825

-26,342

46,608

-3,793

51,188

-4,952

IF2406

35,203

-19,815

68,676

-2,205

93,959

-2,230

IF2409

17,649

-7,395

43,704

233

67,196

1,015

SSE 50 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IH2405

37,021

-9,236

29,203

-1,968

33,280

-2,674

IH2406

21,850

-7,811

32,780

-1,176

44,470

-1,409

IH2409

14,024

-3,892

20,004

-437

31,564

-329

CSI 500 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IC2405

54,323

-20,363

49,686

-3,406

47,255

-3,101

IC2406

38,556

-18,815

92,258

-2,500

96,091

-2,648

IC2409

19,550

-8,979

58,159

-2,270

62,526

-2,102

IC2412

9,956

-2,248

12,165

542

11,104

512

CSI 1000 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IM2405

76,910

-17,925

49,774

-3,702

51,590

-3,554

IM2406

87,569

-18,250

78,899

-2,565

87,420

-2,284

IM2409

32,416

-5,967

56,567

-745

58,959

184

IM2412

14,064

-3,044

17,011

1,311

16,810

1,316

 

*Index Options

Position of Top 20 members (Unit lots)

CSI 300 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IO2405

99091

-81026

42412

1331

49450

1476

IO2406

18747

-13901

37342

1246

44651

1205

CSI 1000 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

MO2405

187788

-53281

57404

1696

59392

1543

MO2406

27421

-8398

36319

1084

40903

1873

MO2409

8426

-9501

27289

170

29568

208

SSE50 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

HO2405

49675

-21701

21023

1003

22080

636

 

*Treasury Futures

Position of Top 20 members (Unit lots)

2-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TS2406

64,287

-9,944

52,412

230

54,357

-762

5-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TF2406

104,718

-71,575

112,148

-1,644

113,089

-3,407

TF2409

13,911

-5,211

17,255

1,021

17,880

1,838

10-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

T2406

99,379

-93,494

154,528

-1,013

155,430

-273

T2409

14,797

-18,006

21,619

648

20,864

120

30-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TL2406

61,836

-40,046

51,479

607

47,157

-390

TL2409

18,041

-13,147

20,184

157

20,233

416

 

* Commodities (Accumulated Change During Festival):

* Global crude oil price closed down collectively. NYMEX crude oil main contract down 5.28%,, Brent main contract down 4.80%.

* Precious metals closed down collectively, COMEX gold active contract down 0.96%. COMEX silver active contract down 1.02%.

* Metals closed down mostly, LME copper down 2.51%, LME tin down 1.69%, LME zinc down 1.44%, LME aluminum down 1.28%. SGX iron ore up 1.55%.

* Agricultural products performed mixed, CBOT wheat up 3.36%, ICE sugar down 2.18%, CBOT corn up 2.68%, CBOT soybean meal up 4.83%, CBOT soybean oil down 1.33%. Japanese rubber down 1.99%, ICE cotton down 2.71%.

 

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