Core Viewpoint - The article highlights the performance of various stock indices and sectors in the Chinese market, with a notable rise in the ChiNext index and the STAR Market, particularly driven by the semiconductor industry [3][4]. Market Performance - The ChiNext index increased by 1%, while the Shanghai Composite Index rose by 0.24% and the Shenzhen Component Index gained 0.49% [3]. - The STAR Market saw a significant rise of 3%, reaching a nearly three-and-a-half-year high, with companies in the chip industry, such as Haiguang Information and Cambrian, experiencing gains of over 10% and nearly 10% respectively [4]. Commodity Market - Lithium carbonate futures experienced a sharp decline, dropping over 4% at one point, indicating volatility in the commodity market [5]. Opening Market Trends - At the market opening, the three major indices showed mixed results, with the Shanghai Composite Index up by 0.03%, the Shenzhen Component down by 0.15%, and the ChiNext down by 0.31% [7]. - The domestic chip concept stocks opened strong, with Cambrian rising nearly 4%, while other sectors like liquid cooling and financial technology saw slight declines [7]. Hong Kong Market - The Hong Kong market opened with the Hang Seng Index up by 0.4% and the Hang Seng Tech Index up by 0.99%, driven by strong performances in the automotive sector, particularly with Xiaopeng Motors rising by 9% [9].

Market Performance - On August 21, 2025, the Shanghai Composite Index rose by 0.13%, while the Shenzhen Component Index fell by 0.06% and the ChiNext Index decreased by 0.47%[2] - The total market turnover was 24,603.36 billion yuan, an increase of 119.20 billion yuan compared to the previous trading day[2] - A total of 2,170 stocks rose, while 3,091 stocks fell[2] Sector and Style Analysis - The top-performing sectors included Comprehensive Finance (1.54%), Agriculture, Forestry, Animal Husbandry, and Fishery (1.38%), and Oil and Petrochemicals (1.17%)[2] - The worst-performing sectors were Machinery (-0.89%), Electric Power Equipment and New Energy (-0.84%), and National Defense and Military Industry (-0.78%)[2] - In terms of investment style, Stable outperformed Consumption, Finance, and Growth[2] Capital Flow - On August 21, 2025, the net outflow of main funds was 664.20 billion yuan, with large orders contributing to a net outflow of 303.99 billion yuan[3] - Small orders saw a continuous net inflow of 739.47 billion yuan[3] ETF Performance - Major ETFs such as the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF saw significant decreases in turnover, with changes of -3.48 billion yuan and -19.41 billion yuan respectively[3] - The total turnover for the major ETFs was as follows: SSE 50 ETF (26.12 billion yuan), CSI 300 ETF (39.97 billion yuan), and CSI 500 ETF (20.28 billion yuan)[3] Global Market Overview - On August 21, 2025, major Asia-Pacific indices showed mixed results, with the Hang Seng Index down 0.24% and the Nikkei 225 down 0.65%[4] - European indices also had mixed performances, with the DAX down 0.60% and the FTSE 100 up 1.08%[5] - In the US market, the Dow Jones Industrial Average rose by 0.04%, while the S&P 500 and Nasdaq Composite fell by 0.24% and 0.67% respectively[5]

Core Viewpoint - The news highlights a significant breakthrough in the field of combustible ice, with advancements in methane direct catalytic conversion technology, which could lead to efficient utilization of natural gas hydrate resources in China's South China Sea [7][8]. Group 1: Market Performance - The combustible ice concept index rose by 1.44%, with key stocks like ShenKai Co., Ltd. (002278) hitting the daily limit up, while others such as XinJin Power (300157) and Shandong Molong (002490) also saw gains [5]. - Major stocks related to combustible ice, including China National Petroleum Corporation and China Petroleum & Chemical Corporation, have market capitalizations exceeding 100 billion yuan, with China National Petroleum leading at approximately 1562.183 billion yuan [9]. - The stock price of Wolong Electric Drive (600580) fell by 10% after a period of significant gains, indicating volatility in the market [1]. Group 2: Technological Advancements - A research team from Hainan University has developed a new catalytic system that achieves nearly 100% selectivity in converting gaseous methane into liquid methanol, providing a core technology solution for the efficient utilization of natural gas hydrate resources [7]. - The breakthrough is expected to facilitate the commercial development of combustible ice in China by around 2030, aligning with the country's dual carbon goals [8]. Group 3: Financial Performance - Among the companies involved in the combustible ice sector, ShenKai Co. and China Heavy Industry are projected to see significant profit increases, with net profit growth estimates of 183% and 181.09% respectively [10]. - China Petroleum & Chemical Corporation is expected to report a net profit of approximately 20.1 billion to 21.6 billion yuan, reflecting a year-on-year decrease of 39.5% to 43.7% [9].

【导读】市场小幅跳水，DeepSeek发布升级版AI模型 兄弟姐妹们啊，今天的市场有些降温！两点半左右，市场一度跳水，所幸尾盘又拉升了一下，一起看看发生了什么事！ 震荡跳水 8月21日，A股冲高回落，14:20，市场开始跳水，三大指数一度全部翻绿，截至收盘。沪指涨0.13%，深成指跌0.06%，创业板指跌0.47%，北证50指数跌 超1.5%。 | 代码 | 名称 | | 涨幅% | 现价 | | --- | --- | --- | --- | --- | | 688489 | 三未信安 | િર | 20.01 | 51.70 | | 3003ES | 北信源 | R | 19.97 | 7.57 | | 300730 | 科创信息 | . | 13.17 | 21.65 | | 300542 | 新晨科技 | | 12.59 | 24.68 | | 688201 | 信安世纪 | િર | 11.00 | 13.62 | | 002177 | 御银股份 | R | 10.05 | 9.09 | | 603123 | 密微股份 | R | 10.02 | 15.37 | | 000617 | 中油资本 | ...

Market Overview - The A-share market experienced fluctuations, with a notable drop around 14:20, but managed to recover slightly by the end of the trading session. The Shanghai Composite Index rose by 0.13%, while the Shenzhen Component and ChiNext Index fell by 0.06% and 0.47%, respectively [3][4]. Trading Data - Key trading statistics include: - Highest index value: 3787.98 - Lowest index value: 3757.99 - Total trading volume: 6.92 billion shares - Total trading value: 997.74 billion [4]. Sector Performance - Defensive sectors such as banking, electricity, and coal saw a rebound, while high-flying stocks faced significant declines, leading to a wave of limit-downs in several previously high-performing stocks [11]. Notable Stocks - Stablecoin-related stocks performed well, with companies like Sanwei Xinan and Beixin Yuan hitting the daily limit up. This was attributed to positive news regarding stablecoins that exceeded market expectations [6][12]. - In the agricultural sector, Muyuan Foods reported a total revenue of 76.463 billion, a year-on-year increase of 34.46%, and a net profit of 10.53 billion, marking a 1170% increase year-on-year, achieving a record high for the first half of the year [10]. DeepSeek AI Model Update - DeepSeek released an upgraded AI model, DeepSeek-V3.1, featuring a mixed reasoning architecture that supports both thinking and non-thinking modes, improved efficiency, and enhanced agent capabilities. This upgrade positively impacted DeepSeek-related stocks, which saw a rise in prices towards the end of the trading day [14][12].

8月21日，A股早盘窄幅震荡，截至午间收盘，三大指数小幅上涨，沪指再创十年新高，沪指涨0.35%， 深成指涨0.45%，创业板涨0.21%，科创50指数涨近1%。 数字货币、跨境支付等稳定币概念股走强，四方精创盘中创新高，京北方、中油资本、天融信、御银股 份等多股涨停。 点评：中信证券研报称，时间线上看，香港金管局鼓励意向申请人于8月31日前联系监管，成熟申请人 申请时限为9月30日，首批牌照张数仅个位数，预计有望于年底前落地。建议继续关注可能获取首批稀 缺牌照的发行人，及确定性参与稳定币使用场景创设的场景平台两条主线。 2、油气板块拉升 油气板块震荡拉升，准油股份涨停，贝肯能源、通源石油、首华燃气、潜能恒信、山东墨龙、中曼石油 等跟涨。 值得关注的是，市场近两日盘中波动剧烈。中金公司指出，A股目前整体估值水平横向和纵向对比来看 仍处于合理区间。但当前时点也需关注交易量快速提升可能带来的短期波动加大。8月18日市场交易额 已经超过2.8万亿元，以自由流通市值计算的换手率已超过5%，历史经验显示这个时期指数短期波动可 能有所加大，但一般并不影响中期市场走势。 盘面上，数字货币、跨境支付等稳定币概念爆发，中油资本 ...

格隆汇8月21日｜港股市场稳定币概念股集体高开，其中，连连数字涨7%，众安在线、国泰君安国际涨 超6%，OSL集团涨5%，耀才证券金融涨超4%，中国光大控股、移卡涨超3%，胜利证券、云锋金融涨 超2%。 | 代码 | 名称 | | 涨跌幅 ▽ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | --- | | 02598 | 连连数字 | 0 | 7.08% | 11.350 | 126.74亿 | | 06060 | 众安在线 | | 6.55% | 20.000 | 336.96亿 | | 01788 | 国泰君安国际 | | 6.46% | 5.440 | 518.27 乙 | | 00863 | OSL集团 | | 5.04% | 17.700 | 130.59亿 | | 01428 | 耀才证券金融 | | 4.78% | 11.840 | 200.96亿 | | 00165 | 中国光大控股 | | 3.31% | 10.000 | 168.53亿 | | 09923 | 移卡 | | 3.27% | 13.580 | 62.69 Z | | 08540 | ...

Market Overview - A-shares opened higher on August 21, with the three major indices initially rising before turning negative, while the Sci-Tech 50 index surged over 2% before retreating [1] - The Shanghai Composite Index rose by 0.16% to 3772.34, while the Shenzhen Component fell by 0.19% to 11903.60, and the ChiNext Index dropped by 0.78% to 2587.27 [1][7] - Hong Kong stocks collectively declined, with the Hang Seng Index down 0.01% to 25162.20 and the Hang Seng Tech Index down 0.41% to 5518.59 [2][3] Sector Performance - The stablecoin concept stocks were active at the market open, with notable gains in companies like Tianrongxin, which hit the daily limit, and several others opening high [10][11] - AI hardware stocks experienced a downturn, particularly in sectors like liquid cooling servers, CPO, and PCB, leading to a drop in over 3300 stocks across the Shanghai and Shenzhen markets [6] - In the commodity market, domestic futures showed mixed results, with industrial silicon rising over 3% and the shipping index falling nearly 3% [4][5] Bond Market - The bond market saw a rebound, with the 30-year main contract rising by 0.04% and the 10-year main contract slightly down by 0.01% [3][4] Notable Stocks - ZTE Corporation's A-shares surged, leading to a rapid increase in its H-shares by over 13% [10] - Cambrian Technology saw a significant rise of over 5%, reaching a new high during the trading session [8]

8月21日，A股早盘高开，三大股指集体走高，科创50指数一度大涨超2%，随后回落转跌，稳定币概念盘初活跃，半导体产 业链走高，服务器、GPU等方向领涨，中兴通讯AH股大涨。港股震荡分化，恒科指小幅走低，科网股分化，百度跌超2%， 新消费三宝继续走高。债市方面，国债期货再度回落。商品方面，国内商品期货分化，工业硅、多晶硅涨超2%，集运指数 跌1%。核心市场走势： | 代码 | 名称 | 两日图 | 现价 | | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 3776.19 | 9.98 | 0.26% | | 399001 | 深证成指 | | 11955.30 | 28.55 | 0.24% | | 399006 | 创业板指 | N/ | 2604.86 | -2.80 | -0.11% | | 000300 | 沪深300 | | 4293.75 | 22.35 | 0.52% | | 000016 | FiFFSO | | 2861.47 | 14.48 | 0.51% | | 000680 | 科创综指 | | 1480 ...

金融界8月21日消息，周四，港股开盘走势分化，恒生指数涨0.2%，报25216.42点，恒生科技指数跌 0.03%，报5539.65点，国企指数涨0.1%，报9022.01点，红筹指数涨0.36%，报4361.53点。 盘面上，大型科技股走势分化，阿里巴巴跌0.17%，网易涨1.09%，美团涨0.17%，哔哩哔哩跌0.15%； 创新药概念集体高开，恒瑞医药绩后涨超1%；稳定币股大幅走强，众安在线涨超6%；建材水泥股回 升，新能源车企股低开。 华住集团(01179)：上半年收入约118亿元，同比增加3.5%；净利润约24亿元，同比增加41.3%。 中国恒大(03333)：港交所宣布将于8月25日取消该公司的上市地位。 机构观点 兴业证券：8月港股行情震荡分化，或者说，蓄势待发。短期行情更聚焦中报业绩和性价比，中美贸易 谈判、美股波动或带来港股震荡以及行情分化，主题炒作或进入风险偏好下降期，具备业绩确定性的标 的更受青睐。 国金证券：西藏雅鲁藏布江下游水电工程总投资1.2万亿元，装机容量超60GW，建设周期约15年，预计 投产后年发电量约3000亿千瓦时。该工程将显著带动特高压和GIL设备需求。该行长期看好特高压 ...