Market Performance - The Shanghai Composite Index rose by 0.13% to 3771.1 points, while the Shenzhen Component Index fell by 0.06% to 11919.76 points, and the ChiNext Index decreased by 0.47% to 2595.47 points. The STAR Market 50 Index increased by 0.09% to 1149.15 points. The total trading volume in the Shanghai and Shenzhen markets reached 24240.57 billion yuan [1]. Sector Movements - Digital currency concept stocks showed strong performance, with companies like Yuyin Co., Ltd. hitting the daily limit. The photovoltaic sector was also active, with companies such as Beibo Co., Ltd. reaching the daily limit [1]. Notable Stocks - Several stocks related to the photovoltaic sector, such as Shimao Energy and Zhangzhou Development, achieved daily limit gains due to factors like waste incineration power generation and state-owned enterprise reforms [6]. - Digital currency-related stocks like Tianrongxin and Sanwei Xinan also saw daily limit gains, driven by developments in digital currency and AI security [6]. Industry Insights - According to a report from CITIC Securities, central bank digital currencies (CBDCs) have advantages over traditional electronic payments, private cryptocurrencies, and stablecoins, including sovereign credit backing, strong scalability, good privacy, low costs, and fast transactions. The digital yuan possesses these advantages and has promising applications in programmability, smart contracts, cross-border payments, and promoting the internationalization of the yuan [7].

（原标题：大爆发！数字货币概念批量涨停，中油资本3天2板） A股市场全天震荡调整，三大指数涨跌不一。从板块来看，数字货币概念股集体大涨，三未信安与北信 源均斩获20CM涨停，中油资本走出3天2板，天融信、京北方等多股涨停，高伟达、东港股份、金一文 化等个股跟涨。 日前，重庆市政府办公厅印发《重庆市做好金融"五篇大文章"实施方案》。其中提到，持续加强数字人 民币服务体系和金融基础设施建设。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） ...

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]