新华财经北京8月22日电（记者安娜）中国石化经济技术研究院（中国石化咨询公司）等单位22日在北 京发布的《中国油气与新能源发展报告（2025）》预计，2025年，我国新能源替代仍将加速，交通用油 替代资源总量继续增长，占成品油终端消费的六分之一左右。 这份报告由中国石化经济技术研究院（中国石化咨询公司）、中国社会科学院数量经济与技术经济研究 所、北京大学能源研究院、挪威睿咨得能源管理咨询（北京）有限公司联合编撰，在当日由上述单位共 同举办的"油气与新能源蓝皮书发布会暨青年论坛"活动上发布。 报告指出，在全球能源转型和经济结构调整的大背景下，我国成品油市场正经历着深刻变革。交通用 油"双轮替代"持续提速，增量效应继续放大。 从全球来看，报告认为，2025年，世界能源市场将面临来自地缘政治和全球经济增长不确定性的挑战， 但世界能源需求仍会保持适度增长，能源转型和电力化趋势将持续。 "2025年以来，全球经济走势分化明显，我国在全球供应链中的地位仍然难以撼动，但需要加强与部分 国家的产业链合作。"中国社会科学院数量经济与技术经济研究所能源安全与新能源研究室原主任刘强 说，此外，关键矿产资源将成为国际政治和经济的新焦 ...

(责任编辑：宋政 HN002) 格隆汇8月22日｜A股三大指数集体收涨，截至午盘，沪指涨0.67%报3796.36点，盘中续刷近十年新 高，深成指涨1.32%重回12000点上方，创业板指涨2.56%，北证50指数涨0.50%。沪深京三市半日成交 额15307亿元，较上日缩量606亿元，全市场超1900只个股上涨。 盘面上，半导体板块大涨，盛美上海一度触及20cm涨停，寒武纪涨超12%升破1100元大关，中芯国际 涨超8%，DeepSeek-V3.1昨日正式发布，新参数精度针对即将发布的下一代国产芯片设计；算力板块走 强，科德教育、顺网科技、云天励飞20cm涨停；券商股盘中拉升，信达证券涨停，光大证券(601788)涨 超6%，近期投资者入市意愿增强，有券商新开户数同比增幅超40%。 另外，油气板块跌幅居前，潜能恒信(300191)、科力股份跌超3%；银行股普跌，青岛银行(002948)、渝 农银行跌近2%。(格隆汇) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。 ...

格隆汇8月22日｜A股三大指数集体收涨，截至午盘，沪指涨0.67%报3796.36点，盘中续刷近十年新 高，深成指涨1.32%重回12000点上方，创业板指涨2.56%，北证50指数涨0.50%。沪深京三市半日成交 额15307亿元，较上日缩量606亿元，全市场超1900只个股上涨。 另外，油气板块跌幅居前，潜能恒信、科力股份跌超3%；银行股普跌，青岛银行、渝农银行跌近2%。 (格隆汇) 盘面上，半导体板块大涨，盛美上海一度触及20cm涨停，寒武纪涨超12%升破1100元大关，中芯国际 涨超8%，DeepSeek-V3.1昨日正式发布，新参数精度针对即将发布的下一代国产芯片设计；算力板块走 强，科德教育、顺网科技、云天励飞20cm涨停；券商股盘中拉升，信达证券涨停，光大证券涨超6%， 近期投资者入市意愿增强，有券商新开户数同比增幅超40%。 ...

盘面上，数字货币概念股集体大涨，御银股份（002177）等多股涨停。油气股表现活跃，准油股份 （002207）涨停。银行股逆势走强，农业银行、邮储银行（601658）双双创历史新高。高位股集体大 跌，飞龙股份（002536）等多股跌停。 中金公司（601995）表示，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。但当前时点需 关注交易量快速提升可能带来的短期波动加大。 截至收盘，沪指报3771.10点，涨0.13%；深成指报11919.76点，跌0.06%；创业板指报2595.47点，跌 0.47%。沪深两市全天成交额2.42万亿元。 行业板块涨少跌多，采掘行业、化肥行业、美容护理、电力行业涨幅居前；电机、电子化学品、电池、 小金属、船舶制造、通用设备、通信设备板块跌幅居前。 市场热点较为杂乱，个股跌多涨少，全市场超3000只个股下跌。 昨日A股市场全天震荡调整，三大指数涨跌不一，沪指收阳十字星。 巨丰投顾表示，随着一系列逆周期调节政策的实施，A股市场已逐渐探明底部，并呈现出中长期的投资 机会。在政策刺激下，A股与经济有望同步出现向上的拐点。 ...

Market Overview - A-shares experienced mixed performance on August 21, with the Shanghai Composite Index reaching a ten-year high of 3787.98 points during the day, closing at 3771.10 points, up 0.13% [2] - The Shenzhen Component Index closed at 11919.76 points, down 0.06%, while the ChiNext Index closed at 2595.47 points, down 0.47% [2] - The total trading volume in the Shanghai and Shenzhen markets was 242.71 billion yuan, an increase of 18.9 billion yuan from the previous trading day [2] Sector Performance - Bank stocks showed strong performance in the afternoon, with Agricultural Bank of China and Postal Savings Bank of China reaching historical highs, closing at 7.23 yuan (up 2.12%) and 6.23 yuan (up 1.30%) respectively [4] - The digital currency sector was active, with stocks like Yuyin Co. and PetroChina Capital hitting the daily limit [2] - Oil and gas stocks also saw gains, with Zhun Oil Co. hitting the daily limit [2] Trading Volume Trends - The trading volume in the Shanghai and Shenzhen markets has exceeded 2 trillion yuan for seven consecutive trading days since August 13, with figures of 2.15 trillion, 2.28 trillion, 2.24 trillion, 2.76 trillion, 2.59 trillion, 2.41 trillion, and 2.42 trillion yuan [2] - This level of trading volume has not been seen since November of the previous year [2] Individual Stock Highlights - From August 13 to 21, Dongfang Wealth led with a cumulative trading volume of 184.5 billion yuan, followed by Northern Rare Earth and Cambrian with 90 billion yuan and 81 billion yuan respectively [3] - These companies experienced stable stock price increases, with cumulative gains ranging from 10% to 25% [3] Future Market Outlook - Dongxing Securities predicts that the market may break through the 4000-point mark, reinforcing a mid-term upward trend [6] - The market is expected to enter a long-term upward cycle, supported by the potential for significant capital inflows and an improving economic outlook [6] - Debon Securities highlights that the current market is underpinned by three key factors: fundamentals, liquidity, and policy support [7] Sector-Specific Insights - The liquid cooling server sector has shown strong performance recently, although it experienced a pullback, with stocks like Jintian Co. and Tenglong Co. hitting the daily limit down [5] - Oriental Securities forecasts that 2025 will see accelerated penetration of AI liquid cooling technology, driven by the increasing demand for computing power [5]

Market Performance - The three major indices have returned above the midline, with the Shanghai Composite Index rising by 0.35%, the Shenzhen Component Index increasing by 0.45%, and the ChiNext Index up by 0.21% [1] - The total trading volume in the two markets reached 1.57 trillion [1] Sector Performance - Digital currency concept stocks saw a collective surge, with cross-border payment stocks rising by 3.31%, and over 10 stocks, including Sanwei Xinan, Zhongyou Capital, and Yuyin Co., hitting the daily limit [3] - Oil and gas stocks showed strong fluctuations, with Zhunyou Co. hitting the daily limit [3] - Storage chip concept stocks were active, with Zhaoyi Innovation hitting the daily limit [3] - Generator concept stocks experienced a decline, down by 2.36%, with Weichai Power dropping by 7.8% and KOTAI Power down by 7.119% [3] - AI hardware stocks, including liquid-cooled servers, collectively fell, with Feilong Co. hitting the daily limit [3] - Sectors such as geothermal energy, PCB, PEEK materials, and rare earth permanent magnets saw significant declines [3] Economic Indicators - The price of West Texas Intermediate crude oil for September delivery increased by $0.86 [3] - In July, Jiangsu Province achieved a total retail sales of social consumer goods amounting to 349.22 billion, reflecting a year-on-year growth of 0.6% [3] - Citigroup raised its target price for lithium carbonate in China from $7,000 per ton to $11,000 per ton for the next 0-3 months [3] - The State Council's ninth plenary session emphasized the need to continuously stimulate consumption potential and systematically remove restrictive measures in the consumption sector [3]

Group 1 - The State Council has given principle approval to the "Open Innovation Development Plan for the Entire Biopharmaceutical Industry Chain in the China (Jiangsu) Pilot Free Trade Zone" [2][3] - The National Radio and Television Administration has implemented measures to enrich television content, including the removal of the 40-episode limit and support for high-quality documentaries and animations [2][3] - Multiple bank stocks have reached historical highs, with Agricultural Bank and Postal Savings Bank both achieving record prices [5] Group 2 - Hong Kong Stock Exchange is exploring the feasibility of a 24-hour trading mechanism [6] - Alibaba plans to spin off its subsidiary, Zhibao Network, for an independent listing on the Hong Kong Stock Exchange, retaining over 30% ownership post-split [6] - DeepSeek has announced a price increase for its API services starting September 6, 2025, while current pricing remains in effect until then [7] - Lao Pu Gold reported a revenue increase of 251% year-on-year for the first half of 2025, with profits rising by 285.8% [9] - The Federal Reserve has decided to maintain the federal funds rate target range at 4.25%-4.5%, citing economic activity slowdown and persistent inflation concerns [9] - The American Soybean Association is urging the U.S. government to reach an agreement with China to alleviate financial pressures on soybean farmers as the harvest season approaches [10]

市场全天震荡调整，三大指数涨跌不一。 消息面上，稳定币近期消息不断。高盛发布的研究报告显示，稳定币市场正迎来新一轮扩张周期，其潜 在规模可能达到数万亿美元级别。从长期来看，支付领域将成为稳定币拓展总可访问市场(TAM)的核心 驱动力。 中信建投认为，未来稳定币在跨境支付、RWA、收益型产品等场景构建闭环生态，或将成为巨头的主 要角力场。其中跨境支付和RWA等有望率先迎来发展机遇。 受产业消息催化，可燃冰概念盘中大涨。 消息面上，海南大学海洋清洁能源创新团队在甲烷直接催化转化领域取得颠覆性突破。该团队研发的新 型催化体系，以接近100%的完美选择性，在温和条件下将气态的甲烷高效转化为高附加值的液体燃料 甲醇，为我国南海丰富的天然气水合物资源就地转化、高效利用提供了具有自主知识产权的核心技术方 案。 此外，美容护理、钛白粉、电力、油气、银行等方向也于盘中活跃。但另一方面，算力硬件股持续调 整，液冷服务器跌幅居前，金田股份（601609）等多股跌停。此外需注意的是，部分高位人气股也开始 涌现亏钱效应，需要警惕市场"高低切"。 不过，巨丰投顾郭一鸣认为，高低切换恰恰是健康牛市的典型特征，资金敢于从高位板块获利了结，并 ...

今日A股市场全天震荡调整，三大指数涨跌不一。沪深两市全天成交额2.42万亿，较上个交易日放量158亿，成交额连续7个 交易日超2万亿。 盘面上，市场热点较为杂乱，个股跌多涨少，成交金额逾2.46万亿元，全市场超3000只个股下跌，高位股集体大跌，飞龙 股份等多只个股跌停。 从板块来看，数字货币概念股集体大涨，御银股份等多股涨停。油气股表现活跃，准油股份涨停。银行股逆势走强，农业 银行、邮储银行双双创历史新高。下跌方面，高位股集体大跌，飞龙股份等多股跌停。此外，电信、多元金融、油气、化 肥农药等板块涨幅居前，液冷服务器、PCB、光模块、PEEK材料等概念普遍走弱。 截至收盘，沪指涨0.13%，深成指跌0.06%，创业板指跌0.47%。 来源综合市场消息 （文章来源：国际金融报） ...

Market Overview - The market experienced fluctuations with mixed performance across major indices, where the Shanghai Composite Index rose by 0.13%, while the Shenzhen Component Index and the ChiNext Index fell by 0.06% and 0.47% respectively [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.42 trillion yuan, an increase of 158 billion yuan compared to the previous trading day, marking the seventh consecutive day with trading volume exceeding 2 trillion yuan [1][4] Index Performance - The Shanghai Composite Index closed at 3771.10, with a slight increase of 0.13% [2] - The Shenzhen Component Index ended at 11919.76, down by 0.06% [2] - The ChiNext Index recorded a decline of 0.47%, closing at 2595.47 [2] Sector Performance - Notable sectors that performed well included oil and gas, digital currency, beauty care, and banking, with significant gains observed in digital currency stocks and oil and gas stocks [3] - Conversely, sectors that faced declines included rare earth permanent magnets, PEEK materials, liquid cooling servers, and CPO [3] Stock Movement - Over 3000 stocks in the market experienced declines, indicating a broad-based sell-off [2] - Digital currency stocks saw a collective surge, with several stocks hitting the daily limit up, while high-priced stocks faced significant drops, with some hitting the daily limit down [2]