20240206

Chinese Spring Festival approaching, let's move together, realizing a better world, aiming at a better future.

From inteli pro

20240204

During the past five days, these enterprises increased their northward funds positions by, respectively:

Kweichow Moutai: 1.339 billion yuan

CATL: 100 million yuan

Zhongji Innolight: 577 million yuan

CSCEC: 554 million yuan

Sinopec: 476 million yuan

Changan Auto: 432 million yuan

Ping An China: 405 million yuan

CR 999: 402 million yuan

cAPITAL

20240204

China Merchants Bank, the first commercial bank in the country to hold an offshore financial license, is continuously strengthening the integration and collaboration of domestic and foreign institutions, establishing the model characterized by “Serving the Globe based on One Point", which composes  of "Non-resident Account System + Overseas Branches".

To provide "Five in One" comprehensive cross-border financial services, i.e., on "Domestic and International, Onshore and Offshore, Domestic and Foreign Currencies, Investment Banks and Commercial Ones, Online and Offline" basis, for global operations of corporate clients, China Merchants Bank Shanghai Branch has established a working group for foreign-funded customer groups, focusing on the pain points of demand, according to situations foreign-funded multinational headquarters enterprises are facing, and adopting a personalized service model of "each client enjoys preferential policies customized".

financial service

20231125

Shanghai Pudong: Provide all-round support for the development of data element industry, and newly established leading companies can receive up to 50 million yuan in rewards.

According to the Shanghai Securities News, on November 25, at the "Data Element Compliance Circulation" sub-forum of the 2023 Global Digital Business Conference, Xia Yuzhong, deputy director of the Pudong New Area Science and Technology and Economic Committee, said that

in order to further support the development of data element industry clusters and promote the efficiency of data elements Circulation, Pudong will focus on important areas and key links in the development of the data element industry, continue to improve the policy supply system and provide all-round support for the development of the data element industry. 

The focus will be on different aspects such as the introduction, growth and listing of leading digital companies, and rewards will be given based on the enterprise level and comprehensive contribution. 

In particular, newly established leading companies can be awarded up to 50 million yuan.

DATA INDUSTRY

20231124

The “white household appliances” sector rose 0.87% on November 23, led by Hisense Home Appliances, with a net inflow of main funds of 81.9657 million yuan.

According to Securities Star news, the white home appliances sector rose 0.87% on November 23 compared with the figure of the previous trading day, with Hisense Home Appliances leading the gains. 

The Shanghai Composite Index closed at 3061.86 that day, up 0.6%. 

The Shenzhen Component Index closed at 9933.02, up 0.78%. 

From the perspective of capital flow, the main capital inflow of the white home appliance sector was 81.9657 million yuan, the net outflow of hot money was 32.8078 million yuan, and the net outflow of retail funds was 49.1579 million yuan.

In terms of northbound funds, the value of north bound funds holdings in the white home appliance sector on that day was 109.055 billion yuan, with an increase of 132 million yuan, among which Gree Electric Appliances hit the largest increase in holdings, with an increase of 75 million yuan.

CAPITAL - WHITE HOME APPLIANCE SECTOR

20231121

On the afternoon of November 21st, the performance briefing for the third quarter of 2023 was successfully held on Panorama Network.

Ma Steel (2.750, 0.00, 0.00%) (600808) 

Ren Tianbao, Director, General Manager, and Secretary of the Board of Directors of Ma Steel, said that in recent years, Ma Steel has accelerated the pace of high-end development of special steel products and successfully developed a series of special steel products that meet the performance requirements of key components in wind power generation systems, such as gears, bearings, tower flanges and fasteners. At present, the market share of steel for wind power bearings is gradually increasing. Steel for gears has been certified by benchmark enterprises and supply in bulk of steel for fasteners is realized.

sTEEL

20231121

Most of the main domestic futures contracts fell, with caustic soda dropping by nearly 3%, pulp and liquefied petroleum gas (LPG) dropping by over 2%, PTA, paraxylene (PX) and rubber falling by over 1.5%.

In terms of growth, soda ash increased by nearly 3%, while rapeseed meal and soybean meal increased by over 1%.

CAPITAL

20231121

Northbound funds have a net daily purchase of 1.373 billion yuan, with additional positions in electrical equipment, banks, and household appliances

On November 20th, Northbound Capital had a net daily purchase of 1.373 billion yuan, of which Shanghai Stock Connect had a net purchase of 1.089 billion yuan and Shenzhen Stock Connect had a net purchase of 284 million yuan. The transaction amount of northbound funds was 102.224 billion yuan, accounting for 11.02% of the total transaction amount of A-shares, and the trading activity increased by 4.37%. Among them, the buying amount of Shanghai Stock Connect was 23.016 billion yuan, the selling amount was 21.927 billion yuan, the buying amount of Shenzhen Stock Connect was 28.783 billion yuan, and the selling amount was 28.499 billion yuan.

The TOP 5 industries in the market value of northbound capital are:

food and beverage, electrical equipment, pharmaceuticals and biology, electronics and banking, accounting for 47.57% of the total market value of position holdings.

Capital

20231114

AI is ‘exploding’ again！

This afternoon, among AI concept stocks, Unionman, SI-TECH Information , and Winner "20CM" rose their limit, and more than ten individual stocks also rose their limit.

CAPITAL

20231114

Today, the three major A-share indices fluctuated in a narrow range. As of the close, the Shanghai Composite Index rose 0.31%, the Shenzhen Component Index rose 0.17%, and the ChiNext Index fell 0.22%.

On the market side, market hotspots focus on conceptual sectors such as AI and computing power, with coal, gas, metals and other sectors leading the decline.

The reactivation of theme varieties indicates that the rebound amplitude of the short-term index may decrease. We continuously observe the trend of active funds and the sustainability of hot topics in the future.

CAPITAL

20231113

As of the close of trading, the Jiashi China Securities All Index Home Appliances Index, Initiator A (018564), had a 1.03% decrease in net value compared with that of the previous trading day, underperforming the Shanghai Composite Index with a unit net value of 0.99 and a cumulative net value of 0.9949. 

The Jiashi China Securities All Index Home Appliance Index Initiated Fund A was established on June 1, 2023, with a latest scale of 10.4431 million yuan and the fund manager being Liu Jiayin.

Capital

20231113

Treasury bond futures rose collectively: 

The 30-year main contract increased by 0.23%.

The 10-year main contract increased by 0.02%.

The 5-year main contract increased by 0.05%.

The 2-year main contract increased by 0.04%.

TREASURY BOND MARKET

20231110

The two markets adjusted in fluctuations, three major indices closed slightly lower. Northbound funds sold a net amount of 4.864 billion yuan on the same day, with positive net sold amount for four consecutive days.

Shanghai Stock Connect (an important part of Shanghai-Hong Kong Stock Connect) sold a net of 3.315 billion yuan and Shenzhen Stock Connect sold a net of 1.549 billion yuan.

The transaction amount of Northbound Capital on the same day was 99.256 billion yuan, accounting for 12.00% of the total transaction amount of A-shares.

CAPITAL

20231103

Treasury futures closed early this morning: 

the main 30-year contract down 0.03%

the main 10-year contract down 0.04%

the main 5-year contract down 0.03%

the main 2-year contract down 0.01%

Treasury Bond Market

20231103

Net purchases of northbound funds reached CNY7 billion.

Capital

20231103

Retail sales of gold, silver and jewelry products increased

by 12.2% year-on-year in the first three quarters. 

Retail sales of household appliances and audio-visual equipment increased

by 2.8% year-on-year.

Shaanxi Province, China

Retails

20231028

The world's first gigawatt flow battery factory goes into production, the

"Super G Factory" fully operational, with an annual production capacity of over 6 GWh. 

Flow battery upstart: WeView Technology

Fushan Industrial Park, Doumen District, Zhuhai City, Guangdong Province, China

Battery