4月22日，上证指数上涨0.25%，深证成指下跌0.36%，创业板指下跌0.82%。盘后龙虎榜数据显示，共 有52只个股因当日异动登上龙虎榜，资金净流入最多的是中油资本（000617.SZ），达2.25亿元。 据21投资通智能监测，21只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及10只。 2.25亿资金抢筹中油资本，3.11亿资金出逃英维克 52只上榜的龙虎榜个股中，30只个股被净买入，22只个股被净卖出。其中，资金净买入最多的是中油资 本，达2.25亿元，占总成交金额的7.51%。中油资本当日收盘上涨10.03%，换手率为3.1%。 | 泰木股份 | 8.28% | 3 | 0 | 2117 | 3.9% | 51.1% | | --- | --- | --- | --- | --- | --- | --- | | 中油资本 | 10.03% | 1 | 2 | 962 | 0.32% | 3.1% | | 优博讯 | 20% | 1 | 2 | 365 | 1.2% | 6.57% | | 西陇科学 | 10.05% | 2 | 3 | 337 | 0.29% | 28.39% | | ...

Core Viewpoint - The main focus of the news is on the net inflow and outflow of capital in various industries, highlighting significant movements in specific sectors and individual stocks. Industry Summary - The total net outflow of capital from the Shanghai and Shenzhen markets today was 205.98 billion yuan, with the ChiNext board experiencing a net outflow of 80.57 billion yuan and the CSI 300 index seeing a net outflow of 28.12 billion yuan [2]. - Among the 17 industries that saw an increase, the retail and construction materials sectors led with gains exceeding 1%, while transportation, real estate, pharmaceuticals, and agriculture also rose by more than 0.6% [2]. - In contrast, 14 industries experienced declines, with the media sector suffering the largest drop of 1.08%. Other sectors like telecommunications, computers, machinery, and power equipment also fell by over 0.6% [3]. Capital Flow Summary - Nine industries recorded net inflows, with the transportation sector leading at 14.11 billion yuan, followed by non-bank financials at 3.66 billion yuan. Other sectors such as banking, retail, construction materials, and agriculture also saw net inflows exceeding 40 million yuan [3]. - Conversely, 22 industries faced net outflows, with the computer sector experiencing the highest outflow of 32.92 billion yuan. Telecommunications and non-ferrous metals also saw significant outflows exceeding 24 billion yuan, while media, basic chemicals, electronics, and machinery sectors had outflows over 14 billion yuan [3]. Individual Stock Movements - Among individual stocks, 32 saw net inflows exceeding 1 billion yuan, with six stocks surpassing 2 billion yuan. Oil Capital led with a net inflow of 5.47 billion yuan, achieving a price limit increase. The company reported a revenue of 39.024 billion yuan for 2024, a slight increase of 0.08%, but a net profit decline of 8.14% to 4.652 billion yuan [4]. - BYD followed with a net inflow of 3.71 billion yuan, as it prepared to unveil new models at the Shanghai Auto Show. The stock also received increased investment from prominent fund managers [4]. - A number of stocks, including Huamao Logistics, Hongbaoli, Huapengfei, and Zhongchu股份, also saw significant net inflows [5]. Notable Outflows - Over 80 stocks experienced net outflows exceeding 1 billion yuan, with 25 stocks seeing outflows over 2 billion yuan. Light Media faced a significant outflow of 11.21 billion yuan after a previous surge [6]. - Hai Neng Da and Sheng Hong Technology both had net outflows exceeding 5 billion yuan, with Sheng Hong Technology recording the highest trading volume in A-shares at 51.44 billion yuan [7]. Market Trends - The cross-border payment concept stocks saw a surge, with significant net inflows at the close of trading. The total net outflow for the market was 14.21 billion yuan, with the ChiNext board seeing a net outflow of 4.75 billion yuan [8]. - Individual stocks like Lakala experienced a notable net inflow of 2.55 billion yuan, while other stocks in the cross-border payment sector also saw gains [9].

Market Overview - The Shanghai Composite Index closed at 3299.76 points, up 0.25%, with a trading volume of 452.68 billion yuan [1] - The Shenzhen Component Index closed at 9870.05 points, down 0.36%, with a trading volume of 637.33 billion yuan [1] - The ChiNext Index closed at 1928.43 points, down 0.82%, with a trading volume of 281.09 billion yuan [1] - The total trading volume of both markets was 1.09 trillion yuan, an increase of 48.60 billion yuan compared to the previous trading day [1] Sector Performance - Strong sectors included retail, logistics, construction materials, real estate, pharmaceutical biology, agriculture, banking, and chemicals [3] - Active concepts included supply and marketing cooperatives, cross-border payments, unified market, express delivery, glyphosate, digital currency, longevity medicine, and vitamins [3] - Underperforming sectors included media, telecommunications, computers, machinery, power equipment, and electronics [3] Stock Performance - A total of 2464 stocks rose, while 2477 stocks fell, with 187 stocks remaining flat and 20 stocks suspended [3] - 92 stocks hit the daily limit up, while 24 stocks hit the daily limit down [3] - The most popular limit-up stock was ST Xinchao, with a closing limit-up order of 101 million shares [3] Fund Flow - The net outflow of main funds from the Shanghai and Shenzhen markets was 20.60 billion yuan [7] - The most significant net inflow was in the transportation sector, with a net inflow of 1.41 billion yuan [8] - The computer sector saw the largest net outflow, totaling 3.29 billion yuan [8] Individual Stock Highlights - The stock with the highest net inflow was Zhongyou Capital, with a net inflow of 547 million yuan [11] - Other notable stocks with significant net inflows included BYD, Huamao Logistics, and Hongbaoli, with inflows of 371 million yuan, 370 million yuan, and 284 million yuan respectively [12] - The stock with the highest net outflow was Guangxi Media, with a net outflow of 1.12 billion yuan [15] Institutional Activity - Institutions had a net buy of approximately 61.60 million yuan, with Hongbaoli being the most bought stock at 28.64 million yuan [19] - The most sold stock by institutions was Yingweike, with a net sell of approximately 192 million yuan [19]

截至4月22日收盘，信托概念上涨2.33%，位居概念板块涨幅第9，板块内，20股上涨，中油资本、百大 集团等涨停，中粮资本、爱建集团、大东方等涨幅居前，分别上涨5.44%、3.03%、2.79%。跌幅居前的 有浙江东方、江苏国信、华光环能等，分别下跌0.67%、0.13%、0.11%。 今日涨跌幅居前的概念板块 | 002423 | 中粮资 | 5.44 | 4.45 | 5800.58 | 4.40 | | --- | --- | --- | --- | --- | --- | | | 本 | | | | | | 600327 | 大东方 | 2.79 | 7.02 | 3883.91 | 12.28 | | 600390 | 五矿资 | 2.78 | 2.45 | 1540.32 | 2.52 | | | 本 | | | | | | | 陕国投 | | | | | | 000563 | A | 1.48 | 1.29 | 950.14 | 4.22 | | | 爱建集 | | | | | | 600643 | 团 | 3.03 | 1.98 | 851.96 | 5.67 | | 000812 | 陕西金 ...

Core Viewpoint - The global trade and payment landscape is undergoing significant changes due to the tariff policies initiated by Trump, leading to a surge in cross-border payment activities and a notable rise in capital markets [1][5][13]. Group 1: Market Performance - The cross-border payment sector has seen explosive growth, with several stocks experiencing significant gains, including New Morning Technology and Youbo Xun, which both hit the 20% limit up [1][2]. - As of the latest trading day, the cross-border payment concept has accumulated a rise of over 17% in the past 11 trading days since April 8 [3]. Group 2: Currency Dynamics - The US dollar index has recently fallen below the 99 and 98 thresholds, marking its lowest point since March 2022, with a year-to-date decline of nearly 10% [5][7]. - This decline in the dollar is seen as a historic collapse, with the index failing to maintain the 100 mark for the sixth time since the Bretton Woods system ended in 1973 [6][7]. Group 3: Policy Developments - A joint action plan was released by the People's Bank of China and other regulatory bodies to enhance cross-border financial services in Shanghai, which includes improving the functionality and global coverage of the Renminbi Cross-Border Payment System (CIPS) [9][10]. - The Renminbi has become the third-largest trade financing currency globally, with over 40 countries signing bilateral currency swap agreements with China [11]. Group 4: Future Outlook - Analysts suggest that the ongoing US-China tariff disputes may accelerate the internationalization of the Renminbi and reshape the global trade and payment landscape [13][14]. - The establishment of new cross-border payment systems centered around the Renminbi, such as CIPS, mBridge, and BRICS Pay, is expected to drive growth in the cross-border payment industry [13][14].

跨境支付再度火爆！ 今日早盘，中油资本这只近千亿的跨境支付概念股突然直线拉板，封板一度突破三百万手。与此同时，跨境支付CIPS概念股大面积异动，新晨科技、科蓝软件、拉 卡拉、信雅达、青岛金王等股票涨停或涨幅超10%。 昨天，中国人民银行等联合印发《上海国际金融中心进一步提升跨境金融服务便利化行动方案》，其中提出，提升人民币跨境支付系统（CIPS）功能和全球网络覆 盖。 那么，这个题材的潜力会有多大？ 突然大涨 在中油资本涨停的同时，跨境支付CIPS概念股大面积爆发，新晨科技、科蓝软件、拉卡拉、信雅达、青岛金王等股票涨停或涨幅超10%。消息面上，昨天收盘后， 中国人民银行等联合印发《上海国际金融中心进一步提升跨境金融服务便利化行动方案》，其中提出，提升人民币跨境支付系统（CIPS）功能和全球网络覆盖。跨 境清算公司增强与金融机构协同联动，共同提升对"走出去"企业的服务水平。推动更多银行加入CIPS，持续扩大CIPS网络覆盖范围。加强CIPS建设，完善系统功 能，研究推动区块链技术应用，为人民币计价的全球贸易、航运及投融资提供安全高效的结算清算服务。 其实，近期跨境支付的利好不仅于此。 4月14日，银联国际与越南 ...

| 排名 | 板块名称 | 主力资金净流出 (亿元) | 主力资金净流出率(%) | | --- | --- | --- | --- | | 7 | 计算机 | -31.57 | -4.31 | | 2 | 有色金属 | -17.77 | -5.42 | | 3 | 电新行业 | -17.70 | -4.13 | | ব | 通信 | -16.74 | -6.79 | | ട | 基础化工 | -15.95 | -3.95 | 星矿主力资金监控：早盘买入前十榜（截止时间： 10 时 50 分) | 排名 | 股票名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | 中油资本 | 4.42 | 15.70 | | 2 | 华贸物流 | 3.48 | 28.61 | | 3 | 天服了 | 2.03 | 45.76 | | র | 中通客车 | 1.72 | 36.25 | | 5 | 连云港 | 1.67 | 15.60 | | 6 | 永鼎股份 | 1.59 | 20.64 | | 1 | 青岛金王 | 1.54 | 30.51 | ...

Group 1 - The cross-border payment (CIPS) concept declined by 0.95%, ranking among the top declines in the concept sector as of April 17 [1][2] - Within the CIPS sector, notable declines were observed in companies such as Dongfang Tong, Qingdao Kingking, and Sifang Jingchuang, while companies like Shiji Information, AsiaInfo Security, and New Zhisoft saw increases of 10.03%, 2.69%, and 2.02% respectively [1][2][4] Group 2 - The CIPS sector experienced a net outflow of 765 million yuan, with 37 stocks seeing net outflows, and 9 stocks exceeding 50 million yuan in net outflows [2][3] - The largest net outflow was from Zhongyou Capital, which saw a net outflow of 210 million yuan, followed by Sifang Jingchuang and Qingdao Kingking with net outflows of 187 million yuan and 149 million yuan respectively [2][3] - On the other hand, the stocks with the highest net inflows included Shiji Information, China Merchants Bank, and Sichuan Changhong, with net inflows of 149 million yuan, 72 million yuan, and 68 million yuan respectively [2][4]

证券代码：000617 证券简称：中油资本 公告编号：2025-014 中国石油集团资本股份有限公司 关于召开2024年度业绩说明会并征集问题的公告 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 4 月 3 日披露 2024 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、经营及财务状况等，公司定于 2025 年 4 月 24 日（周四）通过网络互动方式召开 2024 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 4 月 24 日下午 15:00-16:30 2. 召开方式：网络互动方式 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，公司独立董事陈武朝先生及部分所属金融 企业代表。 4. 参与方式： 三、咨询方式 联系人：王云岗、卢子怡 电 话：010-89025597、010-89025596 邮 箱：wangyungang@cnpc.com.cn ziyi-lu@cn ...

跨境支付概念异动拉升，京北方（002987）、青岛金王（002094）涨停，飞天诚信（300386）、拉卡拉 （300773）、四方精创（300468）、中油资本（000617）等涨超5%。 暗盘资金一眼洞悉庄家意图>> ...