沪指9月5日上涨1.24%，申万所属行业中，今日上涨的有30个，涨幅居前的行业为电力设备、通信，涨 幅分别为7.19%、5.49%。非银金融行业今日上涨0.76%。跌幅居前的行业为银行，跌幅分别为0.99%。 资金面上看，两市主力资金全天净流入445.30亿元，今日有20个行业主力资金净流入，电力设备行业主 力资金净流入规模居首，该行业今日上涨7.19%，全天净流入资金210.17亿元，其次是电子行业，日涨 幅为4.35%，净流入资金为107.78亿元。 主力资金净流出的行业有11个，商贸零售行业主力资金净流出规模居首，全天净流出资金15.95亿元， 其次是银行行业，净流出资金为15.53亿元，净流出资金较多的还有非银金融、食品饮料、社会服务等 行业。 非银金融行业今日上涨0.76%，全天主力资金净流出13.59亿元，该行业所属的个股共83只，今日上涨的 有72只；下跌的有9只。以资金流向数据进行统计，该行业资金净流入的个股有44只，其中，净流入资 金超3000万元的有9只，净流入资金居首的是中油资本，今日净流入资金1.37亿元，紧随其后的是华泰 证券、南京证券，净流入资金分别为9258.15万元、8028. ...

本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没 有虚假记载、误导性陈述或者重大遗漏。 中国石油集团资本股份有限公司（以下简称公司）于 2025 年 8 月 29 日披露 2025 年半年度报告及其摘要。为便于广大投资者更深入全面地了 解公司发展战略、经营状况、财务状况等，公司定于 2025 年 9 月 12 日（周 五）通过网络互动方式召开 2025 年半年度业绩说明会，欢迎广大投资者 积极参与。现将有关事项公告如下： 一、业绩说明会安排 1. 召开时间：2025 年 9 月 12 日下午 15:30-16:30 2. 召开方式：网络互动 证券代码：000617 证券简称：中油资本 公告编号：2025-036 中国石油集团资本股份有限公司 关于召开2025年半年度业绩说明会并征集问题的公告 关注问题发送至公司电子邮箱：zyzb@cnpc.com.cn。 公司将对收到的问题进行整理，于业绩说明会上就投资者重点关注的 问题进行回复。 三、咨询方式 3. 出席人员：副董事长、总经理何放先生，副总经理、财务总监、 董事会秘书刘强先生，独立董事陈武朝先生。 4. 参与方式： 本次业绩说明会将在深圳市全景网 ...

Market Overview - The diversified financial sector experienced a decline of 4.03% on September 3, with Zhongyou Capital leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Individual Stock Performance - Zhongyou Capital (000617) closed at 10.89, down 7.40% with a trading volume of 3.8771 million shares and a transaction value of 4.308 billion [1] - Lakala (300773) closed at 25.42, down 5.71% with a trading volume of 426,100 shares and a transaction value of 1.114 billion [1] - ST Nengmao (6650009) closed at 8.58, down 4.98% with a trading volume of 52,000 shares and a transaction value of 45.5848 million [1] - Huajin Capital (000532) closed at 14.70, down 4.73% with a trading volume of 115,200 shares and a transaction value of 173 million [1] - New Power Financial (600318) closed at 10.22, down 4.66% with a trading volume of 418,200 shares and a transaction value of 434 million [1] Capital Flow Analysis - The diversified financial sector saw a net outflow of 1.32 billion from institutional investors, while retail investors had a net inflow of 1.265 billion [1] - The table of capital flow indicates varying levels of net inflow and outflow among individual stocks, with some stocks like ST Xiongmao and ST Rindong experiencing significant outflows from institutional investors [2]

Core Insights - On September 2, 2023, a total of 44 stocks appeared on the Dragon and Tiger list, with 17 stocks having the presence of Shenzhen Stock Connect dedicated seats among the top five trading departments [1][2] - Notable net purchases were made in Jianghai Co., Ltd., Siling Co., Ltd., and Zhongyou Capital, with net buying amounts of 233.93 million yuan, 87.59 million yuan, and 72.32 million yuan respectively [1][2] - Significant net sales were observed in Hengbao Co., Ltd., Liou Co., Ltd., and Xuanji Information, with net selling amounts of 276.86 million yuan, 148.74 million yuan, and 132.32 million yuan respectively [1][2] Summary by Category Net Purchases - Jianghai Co., Ltd. (Code: 002484) had a net purchase of 233.93 million yuan, with a daily price change of -9.99% and a turnover rate of 15.85% [2] - Siling Co., Ltd. (Code: 301550) saw a net purchase of 87.59 million yuan, with a daily price increase of 11.32% and a turnover rate of 17.69% [2] - Zhongyou Capital (Code: 000617) recorded a net purchase of 72.32 million yuan, with a daily price change of -10.02% and a turnover rate of 3.45% [2] Net Sales - Hengbao Co., Ltd. (Code: 002104) experienced the highest net sale of 276.86 million yuan, with a daily price change of -9.99% and a turnover rate of 39.67% [2] - Liou Co., Ltd. (Code: 002131) had a net sale of 148.74 million yuan, with a daily price change of 1.04% and a turnover rate of 34.11% [2] - Xuanji Information (Code: 300324) recorded a net sale of 132.32 million yuan, with a daily price change of 1.55% and a turnover rate of 39.32% [2]

Group 1 - Zhongyou Capital experienced a trading halt today with a daily decline limit, recording a turnover rate of 3.45% and a total transaction amount of 5.263 billion yuan, with a fluctuation of 9.69% [1] - The stock was listed on the Dragon and Tiger list due to a daily decline deviation of -7.95%, with institutional proprietary seats net selling 1.0913 million yuan and the Shenzhen Stock Connect net buying 72.3177 million yuan [1] - Over the past six months, the stock has appeared on the Dragon and Tiger list eight times, with an average price increase of 4.77% the day after being listed and an average increase of 6.17% in the following five days [1] Group 2 - The stock saw a net outflow of 1.29 billion yuan in main funds today, with a significant outflow of 1.16 billion yuan from large orders and 130 million yuan from big orders [2] - As of September 1, the stock's margin trading balance was 2.91 billion yuan, with a financing balance of 2.903 billion yuan and a securities lending balance of 6.8382 million yuan, showing a 7.93% increase in financing balance over the past five days [2] - The top five trading departments on the day included significant buying and selling activities, with the Shenzhen Stock Connect being the largest buying department and the second-largest selling department, net buying 72.3177 million yuan [2]

Market Overview - The probability of the Federal Reserve maintaining interest rates in September is 10.4%, while the probability of a 25 basis point rate cut is 89.6% [2] - A-share financing balance reached a historical high of 2.28 trillion, with a financing buy amount of 323 billion, accounting for 11.63% of A-share transaction volume [2] - The financial sector saw significant movements, with stocks like Pacific Securities hitting the daily limit [2] Solid-State Battery Sector - The solid-state battery concept has shown strong performance, with companies like Dexin Technology achieving three consecutive daily limits [3] - Recent capital operations in the solid-state battery sector include Huayu Automotive's acquisition of a 49% stake in Shanghai SAIC Qingtao Energy Technology for 206 million [3] Market Dynamics - The central bank conducted a net withdrawal of 150.1 billion through reverse repos, with the market opening at 3,877 points and fluctuating between 3,828 and 3,885 points [4] - The market has seen a significant increase in trading volume, with a half-day turnover of 1.91 trillion, up 80.5 billion from the previous trading day [4] Support Levels - The 3,830-point level is identified as a strong support, attracting buying interest [5] - If the market can maintain levels between 3,830 and 3,850 points, stability is expected for the following day [5] Technical Indicators - The 20-day moving average is at 3,753 points, indicating a narrowing distance to the index [7] - A sustained test of the 3,830-point support over three days could lead to a gradual upward trend in the market [7]

Core Viewpoint - The diversified financial sector experienced a decline of 4.6% on September 2, with Zhongyou Capital leading the drop, while the Shanghai Composite Index fell by 0.45% and the Shenzhen Component Index decreased by 2.14% [1][3] Group 1: Market Performance - The closing price of the Shanghai Composite Index was 3858.13, down 0.45% [1] - The Shenzhen Component Index closed at 12553.84, down 2.14% [1] - The diversified financial sector stocks showed mixed performance, with notable declines in several stocks [1] Group 2: Individual Stock Performance - *ST Nengmao (6650009) closed at 9.03, up 2.61% with a trading volume of 64,500 and a transaction amount of 57.45 million [1] - Jiangsu Jinzu (600901) closed at 5.64, up 0.71% with a trading volume of 507,800 and a transaction amount of 28.5 million [1] - Shaanxi Guotou A (000563) closed at 3.62, down 1.36% with a trading volume of 907,300 and a transaction amount of 328 million [1] - Jianyuan Trust (600816) closed at 2.96, down 1.66% with a trading volume of 676,800 and a transaction amount of 201 million [1] - Electric Investment Production and Finance (000958) closed at 6.71, down 1.76% with a trading volume of 441,300 and a transaction amount of 297 million [1] - Bohai Leasing (000415) closed at 3.43, down 2.00% with a trading volume of 896,200 and a transaction amount of 308 million [1] - *ST Rendo (002647) closed at 5.80, down 2.03% with a trading volume of 187,800 and a transaction amount of 108 million [1] - Ruida Futures (002961) closed at 22.09, down 2.04% with a trading volume of 62,700 and a transaction amount of 138 million [1] - Yuexiu Capital (000987) closed at 7.77, down 2.14% with a trading volume of 650,900 and a transaction amount of 504 million [1] - Yong'an Futures (600927) closed at 15.00, down 2.34% with a trading volume of 93,300 and a transaction amount of 140 million [1] Group 3: Capital Flow - The diversified financial sector saw a net outflow of 2.553 billion in main funds, while speculative funds had a net inflow of 663 million and retail funds had a net inflow of 1.89 billion [3]

Group 1 - The main stocks with significant capital outflows include Xinyi Technology (-1.82 billion), Northern Rare Earth (-1.55 billion), and Dongfang Fortune (-1.40 billion) [1] - The sectors affected by capital outflows include communication equipment, small metals, and internet services [2][3] - Notable declines in stock prices were observed, with Xinyi Technology down by 8.46%, Northern Rare Earth down by 2.67%, and Zhongyou Capital down by 9.95% [2][3] Group 2 - The total capital outflow from the top 20 stocks reached significant amounts, indicating a trend of investors pulling back [1] - Other companies experiencing notable outflows include Inspur Information (-1.08 billion), Guoxuan High-Tech (-1.07 billion), and ZTE Corporation (-1.06 billion) [1] - The overall market sentiment appears to be cautious, as reflected in the negative performance of several stocks [2][3]

Group 1 - Several companies, including Zhongyou Capital and Zhongke Jincai, hit the limit down, indicating significant declines in their stock prices [1] - Dongxin Peace fell over 9%, while companies such as Sifang Jingchuang and Jingbeifang dropped more than 8% [1] - New Guodu, Tianrongxin, Hailian Jinhui, and Hengbao shares experienced declines exceeding 7% [1]

Group 1 - Digital currency concept stocks continue to decline, with Zhongyou Capital and Zhongke Jincai hitting the daily limit down [1] - Dongxin Peace falls over 9%, while Sifang Jingchuang and Jingbeifang drop more than 8% [1]