Market Overview - On August 21, A-shares showed mixed performance with the Shanghai Composite Index reaching a 10-year high. The total trading volume was 2.46 trillion yuan, an increase of 11.9 billion yuan compared to the previous trading day [1]. Market Trends - Market hotspots focused on cross-border payment, combustible ice, and digital currency sectors. Conversely, the generator concept and liquid cooling concept saw significant declines, with EEK materials, PCB, and CPO concepts also experiencing notable drops [2]. Stock Performance - A total of 43 stocks hit the daily limit up, with 9 stocks achieving consecutive limit-ups. The limit-up rate was 61% (excluding ST and delisted stocks) [4]. - Key stocks included: - Kosen Technology achieved a 5-day consecutive limit-up, marking a new high in the market [5]. - Garden Shares in the computing power industry chain recorded a 4-day consecutive limit-up [5]. - Jishi Media saw a limit-up at the close, achieving 8 limit-ups in 14 days [5]. Trading Data - The top three net buying stocks on the daily leaderboard were: - Jingbeifang with a net purchase of 289 million yuan [7]. - Zhongyou Capital with a net purchase of 268 million yuan [7]. - Beixin Source with a net purchase of 243 million yuan [7]. - The top three net selling stocks were: - Hengbao Shares with a net sale of 389 million yuan [8]. - Chongda Technology with a net sale of 359 million yuan [8]. - Chengfei Integration with a net sale of 144 million yuan [8]. Notable Stocks and Their Developments - Jingbeifang is focusing on digital currency and financial technology, having signed a strategic cooperation agreement with Guofu Quantum to explore cross-border payment and RWA financing [11]. - Beixin Source is integrating AI capabilities into its new market value analysis management system, enhancing security for users [12]. - Chengfei Integration has maintained a long-term strategic partnership with Chengfei Group, focusing on military products and aviation components [15]. Institutional Activity - Institutional net buying was significant in stocks like Zhongyou Capital and Jingbeifang, while Hengbao Shares and Chengfei Integration saw substantial net selling [19][20].

涨停股中，从连续涨停天数来看，大于或等于2天的个股有12只，其中，科森科技5连板，连续涨停板数 量最多；园林股份、ST尔雅均4连板；御银股份、ST东时、世茂能源均3连板；日丰股份、ST中迪、仁 和药业、成飞集成、汇嘉时代、华升股份均2连板。 8月21日，上证指数全天窄幅震荡；深证成指、创业板指早盘探底回升，临近午盘震荡回落，午后一度 回升，随后再度回落，尾盘有所回升；科创50指数早盘冲高回落，午后一度回升，随后震荡回落。截至 收盘，上证指数报3771.10点，涨0.13%，成交额9977.42亿元；深证成指报11919.76点，跌0.06%，成交 额14263.15亿元；创业板指报2595.47点，跌0.47%，成交额6563.75亿元；科创50指数报1149.15点，涨 0.09%，成交额657亿元。沪深两市合计成交24240.57亿元，连续7个交易日突破2万亿元，成交额较上一 交易日增加158.23亿元。 农林牧渔、石油石化等行业走强科森科技5连板 盘面上来看，行业板块、概念涨多跌少。其中，农林牧渔、石油石化、美容护理、公用事业、传媒、化 工、银行、煤炭等行业涨幅靠前；可燃冰、跨境支付、数据确权、钛白粉、 ...

Group 1 - China National Petroleum Corporation (CNPC) has established a new energy technology company, China Petroleum Jichai Times (Shandong) New Energy Technology Co., Ltd., with a registered capital of 77 million yuan located in Jinan, Shandong Province [1] - The company's business scope includes energy storage technology services, emerging energy technology research and development, battery manufacturing and sales, and mechanical and electrical equipment manufacturing [1] - The company is a joint venture between Jichai Power, a subsidiary of CNPC, which holds a 60% stake, and CATL (Contemporary Amperex Technology Co., Ltd.), which holds a 40% stake [1] Group 2 - CATL is a leading player in the research and manufacturing of energy storage cells and has been a supplier to Jichai Power [3] - In 2024, CATL was selected as a primary supplier of lithium iron phosphate battery energy storage systems and energy storage cells for CNPC [3] - Both Jichai Power and CATL have a market share of 0% to 5% in the lithium-ion battery energy storage system market in China, while CATL holds a 20% to 25% share in the lithium-ion energy storage battery market [3] - The collaboration aims to leverage each company's technological strengths to further expand their market presence in the new energy sector [3]

8月21日，中油资本大宗交易成交50万股，成交额543.5万元，占当日总成交额的0.17%，成交价10.87 元，较市场收盘价10.87元持平。 | 权益类证券大宗交易(协议交易) | | | | | | | 回 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2025-08-21 | 000617 | 中治资本 | 10.87 | 25.00 | 271.75 | 中国中金财富证券 | 机构专用 | | | | | | | | 有限公司福州五四 路证券营业部 | | | 2025-08-21 | 000617 | 中油资本 | 10.87 | 25.00 | 271.75 | 中信证券股份有限 | 机构专用 | | | | | | | | 公司泉州温陵北路 | | | | | | | | | 证券营业部 | | ...

信托概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000617 | 中油资 本 | 10.02 | 2.32 | 107709.95 | 33.89 | | 600475 | 华光环 能 | 9.99 | 2.05 | 6955.25 | 16.41 | | 600331 | 宏达股 份 | 1.42 | 2.88 | 3460.74 | 5.51 | | 600120 | 浙江东 方 | 1.09 | 4.24 | 3291.63 | 3.48 | | 600643 | 爱建集 团 | 2.42 | 6.02 | 2901.92 | 4.76 | | 600000 | 浦发银 行 | 0.44 | 0.19 | 1947.26 | 2.46 | | 002423 | 中粮资 | 1.22 | 3.67 | 1810.43 | 1.59 | | --- | --- | --- | --- | --- | ...

中油资本今日涨停，全天换手率2.32%，成交额31.79亿元，振幅1.59%。龙虎榜数据显示，深股通净买 入5536.63万元，营业部席位合计净买入2.12亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达10.20%上榜，深股通净买入5536.63万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交8.39亿元，其中，买入成交额为5.53亿 元，卖出成交额为2.86亿元，合计净买入2.68亿元。 具体来看，今日上榜的营业部中，深股通为第二大买入营业部及第三大卖出营业部，买入金额为1.09亿 元，卖出金额为5348.70万元，合计净买入5536.63万元。 近半年该股累计上榜龙虎榜5次，上榜次日股价平均涨3.07%，上榜后5日平均涨1.95%。 资金流向方面，今日该股主力资金净流入10.77亿元，其中，特大单净流入12.95亿元，大单资金净流出 2.18亿元。近5日主力资金净流入13.76亿元。 融资融券数据显示，该股最新（8月20日）两融余额为24.32亿元，其中，融资余额为24.28亿元，融券余 额为479.18万元。近5日融资余额合计增加2.58亿元，增幅为11.87%，融券余额合计增加1 ...

Market Overview - The market experienced a high-to-low fluctuation with the North Stock Exchange 50 Index dropping over 1.5% [1] - Stablecoin concept stocks performed well, with companies like Sanwei Xinan and Beixin Yuan hitting the daily limit [1] - Oil and gas stocks saw a mid-day surge, with companies such as Zhun Oil and Shenkai hitting the limit [1] - Bank stocks showed strong fluctuations, with Agricultural Bank and Postal Savings Bank reaching historical highs [1] - The overall market saw more declines than gains, with over 3,000 stocks in the Shanghai and Shenzhen markets in the red, and a total transaction volume of 2.46 trillion [1] Hot Topics RWA (Real World Assets) - RWA concept stocks surged today, with Jinshi Technology, Yuyin Co., and Zhongyou Capital hitting the daily limit [3] - The catalyst for this surge was the implementation of the "Stablecoin Regulation" in Hong Kong on August 1, marking the first comprehensive regulatory framework for fiat-backed stablecoins globally [3] - The launch of the RWA registration platform in Hong Kong on August 7 aims to facilitate the tokenization of RWA assets, enhancing the integration of stablecoins with the real economy [3] - The Hong Kong Web3.0 Standardization Association initiated key standards for RWA tokenization, expected to be drafted and open for public consultation within the year [3] Consumer Sector - The consumer sector was active today, with companies like Jishi Media and Huasheng Co. showing strong performance [7] - The State Council emphasized the importance of strengthening domestic circulation and stimulating consumption potential in a recent meeting [7] - The focus on basic livelihood sectors such as elderly care and childcare indicates significant expansion opportunities due to existing supply shortages [7] Stock Performance - Jinshi Technology reached a price of 19.00 with a gain of 10.02% [5] - Yuyin Co. saw a price of 9.09 with a gain of 10.05% [5] - Zhongyou Capital reached 10.87 with a gain of 10.02% [5] - Other notable performers included Sanwei Xinan with a 20.01% increase and Beixin Yuan with a 19.97% increase [5] Industry Insights - The RWA sector is seen as a means to enhance efficiency and reduce costs, facilitating financial globalization and decentralization [6] - Various asset classes are being tokenized, including gold, bonds, and real estate, showcasing the potential of green finance and real economy financing scenarios in China [6] - The consumer sector is expected to thrive with the rise of domestic IP and the "Guzi Economy," which aims to reshape consumer sovereignty and upgrade offline ecosystems [7]

Group 1 - The cross-border payment (CIPS) concept increased by 2.19%, ranking third among concept sectors, with 61 stocks rising, including Sanwei Xinan with a 20% limit up, and Zhongyou Capital, Tianrongxin, and Jingbeifang also hitting the limit up [1][2] - The top gainers in the CIPS sector included *ST Dongtong, Xinchen Technology, and Xinan Century, which rose by 15.74%, 12.59%, and 11.00% respectively [1][2] - The sector saw a net inflow of 2.503 billion yuan from main funds, with 42 stocks receiving net inflows, and 11 stocks exceeding 100 million yuan in net inflow [2][3] Group 2 - The leading stocks in terms of net inflow included Zhongyou Capital with a net inflow of 1.077 billion yuan, followed by Jingbeifang, Sifang Jingchuang, and Xinchen Technology with net inflows of 923 million yuan, 333 million yuan, and 270 million yuan respectively [2][3] - The net inflow ratios for Tianrongxin, Zhongyou Capital, and Jingbeifang were 62.03%, 33.89%, and 25.56% respectively, indicating strong investor interest [3] - The overall performance of the CIPS sector reflects a positive sentiment among investors, as evidenced by the significant net inflows and stock price increases [1][2][3]

今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 可燃冰 | 3.12 | 稀土永磁 | -2.14 | | 数字货币 | 2.38 | 兵装重组概念 | -2.11 | | 跨境支付(CIPS) | 2.19 | 光刻机 | -2.11 | | 草甘膦 | 2.03 | PCB概念 | -2.10 | | 电子身份证 | 1.93 | 液冷服务器 | -2.06 | | 钛白粉概念 | 1.89 | PEEK材料 | -2.03 | | 移动支付 | 1.73 | 共封装光学(CPO) | -2.03 | | 丙烯酸 | 1.71 | 减速器 | -1.96 | | 财税数字化 | 1.40 | 汽车热管理 | -1.82 | | 信托概念 | 1.30 | 人形机器人 | -1.76 | 资金面上看，今日数字货币概念板块获主力资金净流入48.68亿元，其中，60股获主力资金净流入，21 股主力资金净流入超亿元，净流入资金居首的是中油资本，今日主力资金净流入10.77亿元，净流入资 金居前的还有京北方、北信源 ...

证券之星消息，8月21日多元金融板块较上一交易日上涨2.11%，中油资本领涨。当日上证指数报收于 3771.1，上涨0.13%。深证成指报收于11919.76，下跌0.06%。多元金融板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000617 | 中油资本 | 10.87 | 10.02% | 292.69万 | | 31.79亿 | | 600643 | 爱建集团 | 6.35 | 2.42% | 95.78万 | | 6.09亿 | | 600830 | 香溢調通 | 11.16 | 1.36% | 30.43万 | | 3.41亿 | | 002423 | 中粮资本 | 13.29 | 1.22% | 84.64万 | | 11.39 Z | | 300773 | 拉卡拉 | 29.69 | 1.09% | 112.31万 | | 34.42 乙 | | 600120 | 浙江东方 | 6.50 | 1.09% | 144.91万 | | 9.46亿 ...