Core Viewpoint - Zhejiang International Bulk Commodity Trading Center, known as "Zhejiang Dazong," has evolved into a leading local trading venue in China, focusing on national strategies and compliance while enhancing its role in the allocation of bulk commodity resources [1][2]. Group 1: Development and Collaboration - Established in May 2015, Zhejiang Dazong is a significant platform for the allocation of bulk commodity resources and a key promoter of the integrated oil and gas trading market in the Yangtze River Delta [1]. - Since August 2023, Zhejiang Dazong has deepened its collaboration with the London Stock Exchange Group (LSEG) in areas such as data, products, and conferences, with its price index products now available on the LSEG platform [1]. - The launch of a dedicated page on the LSEG Workspace financial terminal in January 2024 will provide global users with efficient access to key index product information, enhancing the international dissemination of Chinese oil and gas prices [1][2]. Group 2: Price Index Products - The "Zhoushan Price," officially known as "China Zhoushan Fuel Oil Bonded Ship Supply Quotation," is the first RMB quotation product in the domestic bonded ship fuel market based on the Shanghai Futures Exchange prices, becoming a global benchmark [2]. - The "LNG Price" reflects the actual supply and demand situation in Zhejiang Province's LNG market, while the "Storage Price" includes comprehensive storage prices and available commercial storage capacity in Zhoushan, aiding stakeholders in the energy and chemical storage market [2]. - Zhejiang Dazong is committed to continuously improving its price index system and enhancing international cooperation to strengthen its role in the allocation of bulk commodity resources [2]. Group 3: Price Index Codes - The following are the price index codes available for users to access on the LSEG Workspace terminal: - 0ZMELSFBA: China Zhoushan Low Sulfur Fuel Oil Bonded Ship Supply Quotation (Daily) - 0ZMEHSFBA: China Zhoushan High Sulfur Fuel Oil Bonded Ship Supply Quotation (Daily) - 0ZMELNGP: Zhejiang Region LNG Consumption Price (Daily) - 0ZMEWCPI: Zhoushan Oil Product Storage Comprehensive Price Index (Monthly) - 0ZMEWCPST: Zhoushan Storage Comprehensive Price (Short-term 1-3 months) (Monthly) - 0ZMEWCPLT: Zhoushan Storage Comprehensive Price (Long-term 6-12 months) (Monthly) - 0ZMEWCPSTG: Zhoushan Available Commercial Storage Capacity (Monthly) [4].

Market Overview - The A-share market experienced fluctuations in the morning session, with the ChiNext index rebounding from a low point, while the Shanghai Composite Index slightly increased, reaching a new high for the year [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.57 trillion, an increase of 59.1 billion compared to the previous trading day [1] Sector Performance - Digital currency concept stocks saw a collective surge, with multiple stocks, including Yuyin Co., hitting the daily limit [3] - Oil and gas stocks showed strong fluctuations, with Zhun Oil Co. also reaching the daily limit [3] - Storage chip concept stocks were active in parts, with Zhaoyi Innovation hitting the daily limit [3] - In contrast, AI hardware stocks, particularly liquid-cooled servers, experienced significant declines, with Feilong Co. hitting the daily limit down [3] - The sectors with the highest gains included digital currency, oil and gas, software development, and beauty care, while the sectors with the largest declines included liquid-cooled servers, PCB, PEEK materials, and rare earth permanent magnets [3] Index Performance - By the end of the trading session, the Shanghai Composite Index rose by 0.35%, the Shenzhen Component Index increased by 0.45%, and the ChiNext Index gained 0.21% [3]

【导读】上证指数逼近3800点，芯片股集体"霸屏"，寒武纪续创新高；中石油系指数大涨；具身智能再现利 好消息 今天是8月21日星期四，基金君继续和你一起关注上午的市场行情和最新资讯！ 8月21日上午，A股市场呈现高开震荡格局，上证指数逼近3800点，三大股指集体收涨，但市场分化明显，跨 境支付、存储芯片、多元金融等板块表现活跃，而覆铜板、PEEK材料等板块回调。 上午市场交投活跃度持续提升，沪深两市交易额突破1.5万亿元，较昨日放量近600亿元。 上证指数逼近3800点 三大股指集体收涨 | 序号 | 名称 | 现价 | 涨跌幅 ▼ | 总市值 | 年初至今 | | --- | --- | --- | --- | --- | --- | | 7 | 盛科通信-U | 122.50 | 10.36% | 502亿 | 45.83% | | 2 | 德明利 | 100.71 | 10.01% | 229亿 | 62.08% | | 3 | 兆易创新 | 139.71 | 10.00% | 928亿 | 31.18% | | ব | 翱捷科技-U | 111.99 | 9.58% | 468亿 | 107.04% ...

Market Overview - A-shares exhibited a mixed performance with the Shanghai Composite Index fluctuating around the 3800-point mark, continuing its strong momentum to reach a ten-year high, while the ChiNext Index showed weak oscillation after a brief recovery [1] - The Hong Kong market failed to maintain its previous day's rebound, with all three major indices opening lower, particularly affected by heavyweight tech stocks [1] Key Index Performance - The Shanghai Composite Index rose by 0.35% to 3779.52 points, the Shenzhen Component increased by 0.45%, and the ChiNext Index slightly gained 0.21%. The STAR 50 Index was boosted by the semiconductor sector, rising by 0.96% [1] - The total market turnover reached 1.59 trillion yuan, indicating active trading [1] - In Hong Kong, the Hang Seng Index fell by 0.10% to 25140.96 points, with the Hang Seng Tech Index down by 0.51% and the H-shares Index down by 0.32% [1] Industry Hotspots and Driving Logic - A-shares are experiencing a rotation between policy-sensitive sectors and technology themes, with digital currency and cross-border payment sectors seeing a surge due to expectations from the Federal Reserve's meeting minutes [2] - The storage chip sector is gaining attention as funds continue to explore undervalued tech themes, while the oil and gas sector is benefiting from international energy price fluctuations and state-owned enterprise research [2] - Consumer sectors such as agriculture, forestry, animal husbandry, and beauty care are active, reflecting market expectations for consumption recovery and policy support [2] Underperforming Sectors and Driving Logic - The previously leading AI hardware sector is undergoing a collective pullback, with some stocks experiencing declines exceeding 7%, indicating market caution towards high-valuation tech themes [3] - The renewable energy-related sectors, including electric and mechanical equipment, are showing weakness, reflecting market divergence regarding growth sectors [3] - Major tech stocks are generally underperforming due to concerns over global liquidity changes and earnings divergence, with some heavyweight tech stocks dropping over 2% [3] Investment Strategy Recommendations - Short-term focus should be on policy catalysts and industrial upgrades, with A-shares emphasizing digital currency and storage chips, as well as resource sectors like oil and gas that have recovery potential [4] - Consumer sectors such as agriculture, beauty care, and consumer electronics should be considered for their valuation recovery potential, while avoiding high-valuation stocks at risk of pullback [4] - In the Hong Kong market, attention should be on policy-benefiting pharmaceutical stocks and infrastructure chains, with energy sectors providing defensive positioning [4] Operational Suggestions - It is advisable to grasp the rhythm of sector rotation, prioritizing stocks with strong earnings certainty and high alignment with valuation and policy [5] - Caution is advised regarding high-volatility thematic stocks lacking fundamental support, which may face short-term pullback risks [5]

【导读】上证指数逼近3800点，芯片股集体"霸屏"，寒武纪续创新高；中石油系指数大涨；具身智能再现利 好消息 今天是8月21日星期四，基金君继续和你一起关注上午的市场行情和最新资讯！ 8月21日上午，A股市场呈现高开震荡格局，上证指数逼近3800点，三大股指集体收涨，但市场分化明显，跨 境支付、存储芯片、多元金融等板块表现活跃，而覆铜板、PEEK材料等板块回调。 上午市场交投活跃度持续提升，沪深两市交易额突破1.5万亿元，较昨日放量近600亿元。 上证指数逼近3800点 三大股指集体收涨 截至午间收盘，上证指数报3779.52点，涨0.35%，深证成指涨0.45%，创业板指涨0.21%， 沪深两市半日成交额突破1.5万亿元，达15674亿元，较上个交易日增加591亿元。 个股涨跌互现，市场共2525只个股上涨，54只个股涨停，2693只个股下跌。 芯片爆发！寒武纪续创新高 半导体板块大涨，存储芯片概念板块持续走高，兆易创新（603986）、德明利（001309）双双涨停。 | 序号 | 名称 | 现价 | 涨跌幅 ▼ | 总市值 | 年初至今 | | --- | --- | --- | --- | --- | ...

Market Overview - The market experienced fluctuations with the Shanghai Composite Index slightly rising and the ChiNext Index rebounding after hitting a low [2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.57 trillion yuan by midday [2] Index Performance - By the close of the morning session, the Shanghai Composite Index increased by 0.35%, the Shenzhen Component Index rose by 0.45%, and the ChiNext Index gained 0.21% [2] Sector Highlights - Digital currency stocks saw a collective surge, with multiple stocks, including Yuyin Co., hitting the daily limit [2] - Oil and gas stocks showed strong performance, with Zhun Oil Co. also reaching the daily limit [2] - Storage chip concept stocks were partially active, with Zhaoyi Innovation hitting the daily limit [2] Declining Sectors - AI hardware stocks, particularly liquid cooling servers, experienced significant declines, with Feilong Co. hitting the daily limit down [2] - The sectors with the highest gains included digital currency, oil and gas, software development, and beauty care, while the sectors with the largest declines included liquid cooling servers, PCB, PEEK materials, and rare earth permanent magnets [2]

【导读】上证指数逼近 3800 点，芯片股集体 " 霸屏 " ，寒武纪续创新高；中石油系指数大 涨；具身智能再现利好消息 中国基金报记者 张舟 今天是 8 月 21 日星期四，基金君继续和你一起关注上午的市场行情和最新资讯！ 8 月 21 日上午， A 股市场呈现高开震荡格局，上证指数逼近 3800 点，三大股指集体收 涨，但市场分化明显，跨境支付、存储芯片、多元金融等板块表现活跃，而覆铜板、 PEEK 材料等板块回调。 上午市场交投活跃度持续提升，沪深两市交易额突破 1.5 万亿元，较昨日放量近 600 亿元。 上证指数逼近 3800 点 三大股指集体收涨 截至午间收盘，上证指数报 3779.52 点，涨 0.35% ，深证成指涨 0.45% ，创业板指涨 0.21%， 沪深两市半日成交额突破 1.5 万亿元，达 15674 亿元，较上个交易日增加 591 亿元。 个股涨跌互现，市场共 2525 只个股上涨， 54 只个股涨停， 2693 只个股下跌。 芯片爆发！寒武纪续创新高 半导体板块大涨，存储芯片概念板块持续走高，兆易创新、德明利双双涨停。 | 序号 | 名称 | 现价 | 涨跌幅 ▼ | 总市值 | ...

Market Overview - The market experienced fluctuations with the Shanghai Composite Index slightly up by 0.35% and the Shenzhen Component Index up by 0.45% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.57 trillion yuan, an increase of 591 billion yuan compared to the previous trading day [1] - Digital currency concept stocks surged, with multiple stocks hitting the daily limit, including Yuyin Co., which saw a 10.05% increase [1][8] Sector Performance - The digital currency sector led the gains, with stocks like Sanwei Xinan, New Morning Technology, and Zhongyou Capital also hitting the daily limit [1][8] - The oil and gas sector showed strength, with Zhun Oil Co. hitting the daily limit and other companies like Keli Co. and Beiken Energy also performing well [4][5] - The storage chip sector was active, with stocks like Zhaoyi Innovation and Demingli hitting the daily limit, driven by increasing demand for high-value DRAM products [5][7] Company Highlights - TianTai Robotics signed a historic order for 10,000 humanoid robots, marking the largest single order in the humanoid robot industry [20] - The beauty care sector saw significant gains, with companies like Jieya Co. and Huaxi Biological experiencing notable increases in stock prices [3][19] - The semiconductor industry is expected to benefit from the rise of AI applications, pushing domestic chip manufacturers towards technological upgrades [10]

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 ...

【午评：沪指半日涨0.35% 数字货币概念股集体大涨】智通财经8月21日电，市场早盘震荡分化，沪指 小幅上涨，创业板指探底回升。沪深两市半日成交额1.57万亿，较上个交易日放量591亿。盘面上热点 较为杂乱，个股上涨和下跌家数基本相当。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。油气股震荡走强，准油股份涨停。存储芯片概念股局部活跃，兆易创新涨停。下跌方面，液冷服务 器等AI硬件股集体大跌，飞龙股份跌停。板块方面，数字货币、油气、软件开发、美容护理等板块涨 幅居前，液冷服务器、PCB、PEEK材料、稀土永磁等板块跌幅居前。截至收盘，沪指涨0.35%，深成指 涨0.45%，创业板指涨0.21%。 转自：智通财经 ...