金融界消息 截至2025年8月14日收盘，中远海能（600026）报收于10.07元，下跌0.59%，换手率 0.67%，成交量23.41万手，成交金额2.37亿元。 资金流向方面，今日主力资金净流出3191.59万元，占比成交额13.49%。其中，超大单净流出1627.27万 元、占成交额6.88%，大单净流出1564.32万元、占成交额6.61%，中单净流出流入657.77万元、占成交 额2.78%，小单净流入2533.81万元、占成交额10.71%。 中远海能最新一期业绩显示，截至2025一季报，公司营业总收入57.53亿元、同比减少4.01%，归属净利 润7.08亿元，同比减少43.31%，扣非净利润7.07亿元，同比减少42.75%，流动比率1.107、速动比率 0.973、资产负债率51.14%。 天眼查商业履历信息显示，中远海运能源运输股份有限公司，成立于1996年，位于上海市，是一家以从 事水上运输业为主的企业。企业注册资本477077.6395万人民币，实缴资本403203.2861万人民币。公司 法定代表人为任永强。 通过天眼查大数据分析，中远海运能源运输股份有限公司共对外投资了13家企业 ...

Group 1: A-Share Market Performance - The A-share market continues to show strong upward momentum, with the Shanghai Composite Index breaking through the previous high of 3674 points, reaching a nearly four-year high [1] - A total of 2733 stocks rose, with 100 stocks hitting the daily limit, while 2458 stocks declined [1] - The total trading volume for the Shanghai and Shenzhen markets reached 2.15 trillion yuan, an increase of 269.4 billion yuan from the previous trading day, marking a return to above 2 trillion yuan after 114 trading days [1] Group 2: AI Industry Chain Stocks - AI industry chain stocks experienced significant gains, with companies like Guangku Technology and Robotech hitting the daily limit of 20%, while Xinyi Sheng rose over 15% and Zhongji Xuchuang nearly 12% [2] - Industrial Fulian reported a revenue of 360.76 billion yuan for the first half of 2025, a year-on-year increase of 35.58%, and a net profit of 12.11 billion yuan, up 38.61% year-on-year [2] - The company attributes its growth to breakthroughs in large models and generative AI, predicting a surge in demand for high-end AI servers driven by increased capital expenditure from major North American cloud service providers [2] Group 3: Industrial Fulian's Business Performance - Industrial Fulian is enhancing its collaboration with top tech companies in North America and Asia-Pacific, showing strong growth in core business profitability and order volume [3] - The company reported over 50% growth in overall server revenue in Q2, with cloud service provider server revenue increasing over 150% and AI server revenue up over 60% year-on-year [3] - The GB200 series products are ramping up production with improving yield rates and increasing shipment volumes [3] Group 4: Litigation of Yitang Co., Ltd. - Yitang Co., Ltd. has filed a lawsuit against Applied Materials for 99.99 million yuan, claiming infringement of trade secrets related to plasma sources and wafer surface treatment technologies [4] - The company alleges that Applied Materials illegally obtained and used its core technology and disclosed it through a patent application in China [4] - Yitang emphasizes its commitment to original research and the protection of intellectual property rights, stating that the lawsuit will not significantly impact its operations [6] Group 5: Control Change in Ruixin Technology - Ruixin Technology announced a change in control, with Huangshan Kaitou Lingtou Investment Co., Ltd. becoming the new controlling shareholder after acquiring 40.3 million shares, representing 24.22% of the total share capital [7] - The previous shareholders agreed to relinquish their voting rights and not seek control of the company [7] - Ruixin Technology specializes in electrical automation equipment components and automotive lightweight and thermal management systems [7]

| | 601138 工业富联 | | | | 41.24 | | +1.53 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | +3.85% | | 午间休市 CNY | | | | | | | ■ ★ ■ 自选 + ▼ | | 载比 | -4.30% 季元 | | -36 | 行情分析 | | 深度分析 | | | 萍 | 41.29 | 113 | | 主力流入 | | | 331406 万元 | | 卖四 | 41.28 | 186 | | 主力流出 | | | 352626 万元 | | 卖 | 41.27 | 1 | | 主力净流出 | | | 21220 万元 | | 卖二 | 41.26 | 54 | | | | | | | 球 | 41.25 | 83 | | (万元) | 流入 | | 流 | | 水 | 41.24 | 10 | | 超大 | 145202 | | 166226 | | 三 | 41.23 | 1 | | 大单 | 186204 | | 186400 | | 派三 | 41.21 | 4 ...

*注：AH股是指同时在A股和港股上市的公司，溢价（A/H）越大，说明H股相比A股越便宜。 8月11日，上证指数涨0.34%，收报3647.55点，恒生指数涨0.19%，收报24906.81点。 中远海能AH溢价达63.71%，位居AH股溢价率第57位。当日收盘，中远海能A股报10.17元，跌幅 0.49%，H股报6.79港元，上涨0.44%。 资料显示，中远海运能源运输股份有限公司(股票代码:600026.SH,1138.HK)2016年6月6日成立于上海,是 中国远洋海运集团有限公司旗下从事油品、液化天然气、液化石油气、化学品等储运业务的专业化公 司,由原中国远洋、中国海运两大集团能源运输板块重组而成。公司致力成为全程能源运输方案解决者, 业务覆盖全球300多个港口,为200多家国内外客户提供全船型全天候、定制化服务。中远海运能源聚焦 油轮运输和LNG运输两大核心主业,拥有多年丰富的经验以及较高的品牌知名度,在业界树立了良好的公 司形象。公司油轮船队运力规模世界第一,覆盖全球主流的油轮船型,是全球油轮船队中船型最齐全的航 运公司。 本文源自：金融界 作者：行情君 ...

中远海能股价报10.25元，较前一交易日下跌0.05元。当日成交量为19.18万手，成交金额达1.97亿元。股 价波动区间为10.20元至10.33元。 风险提示：航运市场受全球经济形势、油价波动等因素影响较大，投资者需注意相关风险。 中远海能主要从事国际和中国沿海原油及成品油运输业务，涉及液化天然气运输领域。公司运营油轮船 舶，并提供船舶租赁等服务。 数据显示，中远海能8月7日主力资金净流入351.05万元，近五个交易日累计净流入3030.60万元。 来源：金融界 ...

Group 1 - COSCO Shipping Energy (01138) saw a rise of over 4% in the afternoon, currently up 3.82% at HKD 6.79, with a trading volume of HKD 145 million [1] - OPEC+ agreed to increase oil production by 547,000 barrels per day starting in September, which will end the recent production cuts earlier than planned [1] - Huayuan Securities is optimistic about the oil transportation sector benefiting from the OPEC+ production increase cycle and the favorable fundamentals from the Federal Reserve's interest rate cuts, with Middle Eastern geopolitical uncertainties potentially enhancing VLCC freight rate elasticity [1] Group 2 - According to Cathay Securities, Trump's potential secondary tariffs on Russian oil exports could impact the market, with Russian oil exports having decreased by nearly 30% over the past two weeks, particularly affecting India and China [1] - If the U.S. strictly enforces sanctions on Russia, it may lead to a decline in oil transportation efficiency and changes in trade structure, likely benefiting the compliant market's supply and demand [1] - The second half of the year is expected to see positive effects from the increase in oil production and improved oil transportation market conditions, along with the potential for options on falling oil prices [1]

Core Viewpoint - The article highlights the positive outlook for China Ocean Shipping Company (COSCO) due to the recent OPEC+ decision to increase oil production, which is expected to benefit oil transportation and improve market conditions by Q4 2025 [1] Group 1: OPEC+ Production Increase - OPEC+ agreed to increase oil production by 547,000 barrels per day starting in September, ending the recent reduction phase earlier than planned [1] - This increase is anticipated to enhance the fundamentals for oil transportation, particularly benefiting companies like COSCO [1] Group 2: Market Conditions and Geopolitical Factors - The report from Huayuan Securities indicates that the combination of OPEC+ production increases and the Federal Reserve's interest rate cuts will create a favorable environment for oil transportation [1] - Increased geopolitical uncertainty in the Middle East may enhance the elasticity of VLCC (Very Large Crude Carrier) freight rates [1] Group 3: Impact of U.S. Sanctions on Russian Oil - According to Cathay Securities, potential U.S. secondary tariffs on Russian oil exports could further impact the oil transportation market [1] - Russian oil exports have already decreased by nearly 30% over the past two weeks, with significant reductions in shipments to India and China [1] - Strict enforcement of U.S. sanctions may lead to decreased oil transport efficiency and changes in trade structure, likely benefiting compliant market supply and demand [1]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中遠海運能源運輸股份有限公司 呈交日期: 2025年8月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 600026 | 說明 | A股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 3,474,776,395 | RMB | | 1 RMB | | 3,474,776,395 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 3,474,776,395 | RMB | | 1 RMB | | 3,474,776,395 | | 2. 股份分類 | 普通股 ...

Group 1: Market Overview - The market showed significant differentiation today, with AI and pharmaceutical stocks strengthening while cyclical, consumer, and financial sectors experienced pullbacks [1][3] - The Shanghai Composite Index fell by 0.68%, and the Shenzhen Component Index decreased by 0.45%, while the ChiNext Index rose by 0.43% [3] Group 2: AI Sector Performance - The computing power industry chain led the gains, with major stocks like Industrial Fulian (up 8.64%) reaching a market capitalization of 704.2 billion yuan [1][4] - Other notable stocks in the computing power sector, such as New Yisheng and Shenghong Technology, also hit historical highs [4] Group 3: Pharmaceutical Sector Performance - The innovative drug sector continued to lead, with stocks like Shutaishen and Te Bao Biotechnology achieving significant price increases and historical highs [3][8] - The assisted reproductive sector saw substantial gains, with companies like Gongtong Pharmaceutical and Lide Man experiencing notable stock price increases [8][10] Group 4: Assisted Reproductive Market Insights - The assisted reproductive market in China is in a rapid growth phase, with projections estimating the market size to reach 85.43 billion yuan by 2025 [11] - The government is implementing supportive measures, including insurance coverage for assisted reproductive technologies, which is expected to benefit over 1 million individuals by 2024 [11]

今天上午，市场显著分化。AI、医药股走强，周期、消费、金融等板块回调。 AI方面，算力产业链领涨，新易盛、胜宏科技、中际旭创、工业富联等多只大市值龙头股上涨，盘中股价均创历史新高。其中，工业富联（601138）上 涨8.64%，盘中一度涨停，总市值突破7000亿元，为7042.2亿元。 医药股方面，创新药板块继续领涨，舒泰神、特宝生物、福元医药等个股大涨，盘中股价创历史新高。 截至上午收盘，上证指数下跌0.68%，深证成指下跌0.45%，创业板指上涨0.43%。 算力产业链上涨 当地时间7月30日，微软发布截至2025年6月30日的2025财年第四财季业绩。微软第四财季营收为764亿美元，同比增长18%；净利润为272亿美元，同比增 长24%。 微软表示，考虑到对云和人工智能产品的强劲需求以及大量合同积压，公司将继续在资本支出和运营费用方面进行投资，预计2026财年第一财季的资本支 出将超过300亿美元。 今天上午，算力产业链上涨，液冷服务器、光模块、铜缆高速连接等板块上涨。新易盛、胜宏科技、中际旭创、工业富联、鼎通科技、沪电股份、东山精 密、生益电子、天孚通信等个股盘中股价创历史新高。 受益于公司业绩超预期 ...