DZ20240328

 

Industrial Economy

*MIIT and other 4 departments jointly issued the “General Aviation Equipment Innovation Application Implementation Plan (2024-2030)”, which proposed that by 2027, China’s general aviation equipment supply capacity and industrial innovation ability will be significantly improved, carry out application demonstrations with an eVTOL as a focus and support the holding of related events.

*Nanjing issued the “Action Plan for Promoting the Development of Accounting Power Industry”, proposing the principle of adhering to moderate advance, innovation-driven, green and low-carbon development,accelerating the construction of a diversified computing power infrastructure system.

*General Office of the National Health Commission issued a notice on strengthening the management of midwifery services, to ensure the accessibility and improve the quality of midwifery services.

 

International Relationship

*Chairman Xi Jinping met with representatives from the US business community and strategic academia in Beijing, who emphasized to have more exchanges and build consensus.

 

March 27 Block Trade Info

*Premium

- Jiaozuo Wanfang (000612 CH) saw 1 block trades worth 112.73mn at 5.50yuan per share, 3.00pct premium from last closing.

- J-Yuan Trust (600816 CH) saw 1 block trades worth 104.52mn at 2.74yuan per share, 2.62pct premium from last closing.

 

*Flat

- CICC (601995 CH) saw 2 block trades worth 393.70mn at 31.93yuan per share, flat from last closing.

- Tongkun (601233 CH) saw 2 block trades worth 150.00mn at 13.36yuan per share, flat from last closing.

- Rongsheng Petrochem (002493 CH) saw 2 block trades worth 239.41mn at 10.75yuan per share, flat from last closing.

 

*Margin Trade

Total Margin Balance

1.4985 trillion

Total Short Selling Balance

40.5 billion

SH Margin Balance

0.7901 trillion

SH Short Selling Balance

25.5 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

600584

122mio

600900

1.9mio

601878

155mio

600985

1.8mio

600160

99.4mio

601099

1.4mio

603993

54.5mio

601333

1.0mio

688556

41.5mio

600584

1.0mio

SZ Margin Balance

0.7073 trillion

SZ Short Selling Balance

15.0 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

000977

256mio

000982

8.5mio

002281

113mio

002405

7.2mio

002352

112mio

002373

6.9mio

002625

96.6mio

002277

6.3mio

002475

68.5mio

002407

6.2mio

 

*Connection Trade

SH-HK Connection (bn cny)

SZ-HK Connection (bn cny)

Northbound Net Cash Flow

-1.764

Northbound Net Cash Flow

-5.486

Southbound Net Cash Flow

+3.876

Southbound Net Cash Flow

+2.688

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

300308

451

3.55

002352

325

1.75

600733

277

6.18

300750

292

0.35

300502

236

4.73

600584

261

0.65

600031

218

1.74

300760

238

0.69

002475

192

0.86

002281

236

8.39

 

*Index Futures

Position of Top 20 members (Unit lots)

CSI 300 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IF2404

80,211

2,190

63,838

-325

70,393

-878

IF2406

33,326

2,268

63,155

-360

84,963

-689

IF2409

12,027

-415

33,287

34

48,614

-76

SSE 50 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IH2404

48,028

1,486

32,525

-245

36,236

-458

IH2406

21,401

-1,466

30,486

-111

41,530

-11

IH2409

7,818

-392

14,971

-11

22,884

18

CSI 500 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IC2404

79,679

-1,100

68,752

-2,011

65,608

-1,179

IC2406

40,003

2,514

88,551

-3,747

93,740

-3,009

IC2409

14,402

-1,061

48,911

87

50,297

209

CSI 1000 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IM2404

139,130

4,518

72,851

-2,109

79,027

-882

IM2406

73,243

-1,649

74,428

-3,309

84,348

-3,772

IM2409

31,878

2,167

53,807

-376

56,551

-16

 

*Index Options

Position of Top 20 members (Unit lots)

CSI 300 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IO2404

105973

757

49175

478

53679

824

IO2406

3036

-294

26669

-29

30909

101

CSI 1000 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

MO2404

255168

13070

70995

4594

69863

3708

MO2406

10619

1150

31542

261

33393

413

MO2409

6462

1481

26702

-24

27586

209

SSE50 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

HO2404

33993

2803

22922

176

26333

323

 

*Treasury Futures

Position of Top 20 members (Unit lots)

2-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TS2406

58,410

-580

57,203

-356

61,846

42

5-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TF2406

109,874

-3,180

112,953

4,322

116,186

4,723

10-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

T2406

121,909

25,434

155,895

3,786

153,569

4,268

T2409

8,366

1,959

14,047

206

14,060

108

30-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TL2406

64,893

-2,107

50,399

311

50,683

294

TL2409

8,900

2,733

11,795

-208

11,319

3

 

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

Top 3 Gainers (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Lead

PB2405

16,295.0

+0.77%

31,219

50,473

Stainless Steel

SS2405

13,460.0

+0.67%

98,989

167,702

No.1 Soybeans

A2405

4,758.0

+0.53%

52,020

105,125

Top 3 Loser (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Coking Coal

JM2405

1,567.0

-2.88%

65,696

120,395

Coke

J2405

2,034.5

-2.28%

10,827

31,391

Glass

FG405

1,475.0

-1.4%

287,137

671,709

 

* Commodities (night session):

* Global crude oil price closed up slightly. May NYMEX crude oil contract up 0.11% to closed at $81.71/b, June Brent contract up 0.04% to closed at $85.66/b. INE crude oil active contract down 0.06% to 632.1 yuan/b.

* Precious metals closed up collectively, COMEX gold active contract up 0.74% and closed at $2215.4/oz. SHFE gold active contract up 0.19% and closed at 517.50 yuan/gram.

* Metals closed mixed, LME lead down 0.84%, LME tin up 0.32%, LME zinc up 0.23%. SHFE lead up 0.77%, SHFE nickel down 0.68%.

* Commodity futures closed down collectively, chemistry and energy products closed down mostly, glass down 1.4%, natural rubber down 1.03%, wood pulp down nearly 1%. Black series closed down collectively, coking coal down 2.88%, coke down 2.28%. Agricultural products closed down mostly, rapeseed oil down 1.2%, RBD palm olein down 1.07%.

 

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