本文源自：金融界 作者：金股通 截至7月30日开盘一小时，主力资金流出前20的股票分别为：中银证券（-7.00亿元）、恒生电子（-6.77 亿元）、宁德时代（-5.15亿元）、上海电气（-4.92亿元）、恒宝股份（-4.64亿元）、北方稀土（-4.53 亿元）、四方精创（-4.37亿元）、西藏天路（-4.07亿元）、盛和资源（-4.01亿元）、建设工业（-3.84 亿元）、山河智能（-3.18亿元）、中钨高新（-3.15亿元）、中油资本（-2.94亿元）、比亚迪（-2.80亿 元）、云南锗业（-2.57亿元）、天孚通信（-2.52亿元）、东芯股份（-2.48亿元）、中航沈飞（-2.43亿 元）、中大力德（-2.42亿元）、内蒙一机（-2.11亿元）。 ...

Core Viewpoint - 中油资本 is actively exploring a collaborative development model that integrates industry, capital, and financial services, aiming to create an efficient platform for connecting main business units, capital finance, and invested enterprises [1] Group 1 - 中油资本 held a joint seminar with 昆仑资本 on July 9 in Shanghai to discuss the collaborative development of industry and investment [1] - The company plans to leverage its comprehensive financial licenses and nationwide service network to enhance its financial product offerings [1] - 中油资本 aims to provide tailored, competitive one-stop comprehensive financial services using various financial tools such as equity, debt, insurance, and investment banking [1]

证券日报网讯 中油资本7月29日发布公告，在公司回答调研者提问时表示，为积极践行国家对资本市场 有关决策部署，深化落实监管部门对市值管理有关工作要求，公司制定并发布《"质量回报双提升"行动 方案》，从党建引领、产融结合、业务发展、风险防控、市值管理、信息披露、股东回报等七个方面提 出工作举措，有序推进相关工作；制定市值管理办法，将市值考核指标纳入管理层年度业绩合同。下一 步，公司将贯彻落实监管规定，综合运用多种市值管理工具，积极研究引入长期耐心资本，稳步提升公 司投资价值，切实做好市值管理工作。 （编辑 王雪儿） ...

（编辑 王雪儿） 证券日报网讯 中油资本7月29日发布公告，在公司回答调研者提问时表示，公司目前暂不涉及稳定币相 关业务。公司注意到部分投资者对稳定币业务有较高关注，为回应投资者关切，公司正在组织对相关领 域政策进行研究。 ...

Group 1 - The core viewpoint of the article highlights that Kunlun Trust is expected to see significant growth in net profit for the first half of 2025 compared to the same period in 2024, driven by proactive market opportunities [1] - The company added nearly 200 new trust projects in the first half of the year, with a year-on-year increase of over 70% in the scale of new asset management [1] - Kunlun Trust is focusing on deepening its core business and meeting the needs of industry chain clients, while innovating financial services that combine wealth management, green finance, and public welfare [1] Group 2 - The establishment of a multi-layered industrial financial service matrix is aimed at enhancing the dual allocation capability of assets and funds, laying a solid foundation for the company's business development [1]

7月29日，中油资本发布投资者关系管理信息披露，对于投资者问及的旗下昆仑信托上半年业绩大增的 原因，中油资本表示，昆仑信托2025年上半年净利润较2024年同期增长幅度较大，主要是积极把握市场 机遇，上半年新增信托项目近200单，资产管理类新增规模同比增长超70%；深耕主业单位和产业链客 户需求，创新结合财富管理、绿色金融、公益慈善等金融服务，加速提升资产与资金双向配置能力，形 成多层次产业金融服务矩阵，为其业务的发展奠定基础。 ...

证券之星消息，7月29日多元金融板块较上一交易日上涨0.47%，中油资本领涨。当日上证指数报收于 3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。多元金融板块个股涨跌见下表： 从资金流向上来看，当日多元金融板块主力资金净流出3.88亿元，游资资金净流出2713.28万元，散户资 金净流入4.15亿元。多元金融板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000617 | 中海资本 | = 4.24 Z | 10.66% | -7064.61万 | -1.78% | -3.53 Z | -8.88% | | 600830 | 香溢腰通 | 3527.24万 | 9.34% | -369.98万 | -0.98% | -3157.26万 | -8.36% | | 000415 | 渤海租赁 | 2710.75万 | 8.49% | -1071.48万 | - ...

Group 1: Investment and Business Development - The company held a seminar on collaborative development with Kunlun Capital to establish a platform for efficient connections between main business units, capital finance, and invested enterprises [2] - The company aims to explore a distinctive development path for capital investment and industrial finance, leveraging its comprehensive financial licenses and nationwide service network [2] - The company plans to enhance its financial product offerings and provide tailored, competitive one-stop financial services using various financial tools [2] Group 2: Market Value Management - The company has developed the "Quality Return Dual Improvement" action plan to align with national capital market policies and regulatory requirements [3] - The plan includes measures across seven areas: party leadership, integration of industry and finance, business development, risk prevention, market value management, information disclosure, and shareholder returns [3] - The company will implement various market value management tools and seek to attract long-term patient capital to enhance investment value [3] Group 3: Financial Performance - Kunlun Trust reported a significant increase in net profit for the first half of 2025, with a growth rate exceeding 70% compared to the same period in 2024 [3] - The growth was driven by seizing market opportunities, adding nearly 200 new trust projects, and enhancing asset and fund allocation capabilities [3] Group 4: Stablecoin Inquiry - The company is currently not involved in stablecoin-related business but is researching relevant policies due to investor interest [3]

Group 1 - The Ministry of Industry and Information Technology emphasizes the need for enhanced governance in key industries such as photovoltaic and new energy vehicles, aiming to eliminate outdated production capacity through standard upgrades [1] - The meeting focuses on deepening reforms and modernizing industry governance, which is expected to positively influence the long-term healthy development of the industry [1] Group 2 - China National Petroleum Corporation Capital, through its subsidiary Kunlun Capital, has acquired a 20% stake in both Fusion New Energy (Anhui) Co., Ltd. and China Fusion Energy Co., Ltd., indicating a strategic interest in the fusion energy sector [2] - The investment in fusion energy reflects a potential new avenue for capital deployment, supporting technological breakthroughs and the transformation of the energy structure [2] Group 3 - Guoneng Rixin has announced that the acquirer Yongzheng and its concerted party Ding Jiangwei plan to gain control of the company through a private placement, which has received approval from the shareholders' meeting and regulatory bodies [3] - The acquisition will result in the acquirer holding over 30% of Guoneng Rixin's equity, triggering a mandatory tender offer, but the acquirer has committed to not transferring the newly issued shares for three years, allowing for a smooth transaction [3] - The funds raised from the private placement are expected to facilitate the company's business expansion and innovation in new energy information products [3]

Group 1 - The core viewpoint of the article highlights the performance and valuation of Zhongyou Capital, which closed at 9.1 yuan with a PE ratio of 27.44 times, significantly lower than the industry average of 43.67 times [1][2] - As of March 31, 2025, Zhongyou Capital had 179,183 shareholders, a decrease of 26,205 from the previous period, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - The company specializes in financial products, including external investments, investment management, and consulting, and has received several awards for its services in financial aging and digital transformation in the insurance industry [1] Group 2 - The latest financial results for Zhongyou Capital show a revenue of 8.947 billion yuan for Q1 2025, representing a year-on-year decrease of 7.77%, and a net profit of 1.269 billion yuan, down 26.57% year-on-year, with a gross profit margin of 0.59% [1] - In terms of valuation metrics, Zhongyou Capital's PE (TTM) is 27.44, while the static PE is 24.73, and the price-to-book ratio is 1.12, with a total market capitalization of 115.043 billion yuan [2] - The industry average PE is 43.67, with a median of 30.27, indicating that Zhongyou Capital ranks 12th among its peers in the diversified financial sector [2]