Group 1 - The core viewpoint of the news highlights the fluctuations in investment and financing within China's lubricating oil industry from 2008 to 2024, with a peak in financing events in 2016 and a significant drop in 2023 [1] - In 2023, there was only one financing event amounting to 10 million yuan, while in 2024, there are six financing events totaling 534 million yuan [1] - The lubricating oil industry is characterized by stability, with few mergers and acquisitions due to high entry barriers and a stable competitive landscape [3] Group 2 - The apparent consumption of lubricating oil in China for 2023 is estimated to be approximately 7.48 million tons [5] - The apparent demand for base oil in China for 2023 is around 8.37 million tons, with domestic production reaching 6.77 million tons, reflecting a year-on-year growth of 5.06% [6] - The industry is seeing strategic acquisitions aimed at enhancing market position and diversifying product offerings, such as the acquisition of Beijing Anlan Environmental Technology by Qingdao Compton [4]

| 名称 | 持有数量(万股) | 占总股本比 | 增减情况 | | --- | --- | --- | --- | | | | 例(%) | (万股) | | 苏州吴中融玥投资管理有限公司-苏州吴中区天凯汇达股权 | | | | | 投资合伙企业(有限合伙) | 2788.36 | 22.59 | 不变 | | 苏州市吴中金融控股集团有限公司 | 881.27 | 7.14 | 不变 | | 许晓斌 | 624.00 | 5.06 | 不变 | | 苏州市长桥集团有限公司 | 474.00 | 3.84 | 不变 | | 许汉祥 | 272.16 | 2.20 | -134.30 | | 龚晓威 | 187.37 | 1.52 | 不变 | | 杜景玉 | 142.22 | 1.15 | 新进 | | 陈碧昆 | 93.50 | 0.76 | 新进 | | 余敏杰 | 63.00 | 0.51 | 新进 | | 纪东 | 62.16 | 0.50 | 新进 | | 较上个报告期退出前十大股东有 | | | | | 葛卫东 | 236.45 | 1.92 | 退出 | | 潘宇红 | 125.00 | 1.0 ...

Financial Performance - The company's operating revenue for Q1 2025 was ¥29,717,970.39, a decrease of 72.93% compared to ¥109,785,485.94 in the same period last year[5] - Net profit attributable to shareholders was ¥53,513,497.55, a significant increase of 2,332.76% from a loss of ¥2,396,743.84 in the previous year[5] - Basic and diluted earnings per share were both ¥0.43, representing a 2,250.00% increase from a loss of ¥0.02 per share in the previous year[5] - Net profit for the current period is CNY 57,724,653.50, compared to CNY 2,203,387.98 in the previous period, showing a significant increase[20] - The net profit attributable to the parent company is CNY 53,513,497.55, a turnaround from a loss of CNY 2,396,743.84 in the previous period[20] Cash Flow - The net cash flow from operating activities reached ¥47,939,555.90, up 448.17% from a negative cash flow of ¥13,769,085.41 in the same period last year[5] - Cash flow from operating activities for the current period is CNY 152,560,101.70, down from CNY 207,114,669.20 in the previous period, indicating a decrease of approximately 26.4%[21] - Total cash inflow from investment activities amounted to $371,170,075.19, while cash outflow was $39,959.96, resulting in a net cash flow of $371,170,075.19[22] - The net increase in cash and cash equivalents was $340,272,791.38, compared to a decrease of -$16,840,236.12 in the previous period[23] - The ending balance of cash and cash equivalents was $460,449,383.15, up from $89,965,911.73 in the previous period[23] Assets and Liabilities - The company reported a total asset value of ¥963,727,946.82, down 16.99% from ¥1,160,970,682.59 at the end of the previous year[5] - The company’s total liabilities decreased from CNY 830,127,135.59 to CNY 575,159,746.32, reflecting a reduction of approximately 30.7%[16] - The company’s total current liabilities decreased from CNY 562,366,932.26 to CNY 310,392,200.02, a reduction of about 44.5%[16] - The company’s equity attributable to shareholders increased by 21.17% to ¥306,337,872.23 from ¥252,824,374.68 at the end of the previous year[5] - Total assets decreased to approximately RMB 963.73 million from RMB 1.16 billion, a decline of about 17%[15] Investments and Disposals - The company disposed of its subsidiary, resulting in a non-recurring gain of ¥48,463,808.71 from the sale[6][9] - The company has completed the transfer of 100% equity in Zhongsheng New Materials Technology (Yixing) Co., Ltd., effectively exiting the lubricating oil business[13] - The company reported a significant investment income of CNY 48,463,808.71, compared to a loss of CNY 437,441.78 in the previous period[19] - Cash received from interest, fees, and commissions was not specified but is part of the operating cash inflow[22] Shareholder Information - Total number of common shareholders at the end of the reporting period is 9,716[11] - The largest shareholder, Suzhou Wuzhong Rongyue Investment Management Co., holds 22.35% of shares, totaling 27,883,590 shares[11] Inventory and Receivables - The company reported accounts receivable of RMB 330.55 million, down from RMB 418.74 million, a decrease of about 21%[15] - Inventory increased to RMB 14.61 million from RMB 8.18 million, reflecting a growth of approximately 78%[15] Other Financial Metrics - The company’s retained earnings increased by 825.21% to ¥59,998,350.12, attributed to the significant rise in net profit[8] - The company has a goodwill of RMB 21.14 million, unchanged from the previous period[15] - Non-current assets totaled approximately RMB 48.40 million, slightly up from RMB 48.06 million, indicating a marginal increase[15] - The cash flow from investing activities was ¥371,170,075.19, a dramatic increase of 928,954.97% compared to a cash flow of -¥39,959.96 in the previous year[9] Audit Status - The first quarter report was not audited, indicating a preliminary financial position[24]

江苏中晟高科环境股份有限公司 证券代码：002778 证券简称：中晟高科 公告编号：2025-022 特此公告。 江苏中晟高科环境股份有限公司董事会 2025 年 4 月 28 日 附件：简历 关于变更持续督导独立财务顾问主办人的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 江苏中晟高科环境股份有限公司（以下简称"公司"）于 2025 年 4 月 25 日 收到华源证券股份有限公司（以下简称"华源证券"或"独立财务顾问"）发来 的《关于变更江苏中晟高科环境股份有限公司持续督导财务顾问主办人的通知》 （以下简称"通知函"）。华源证券作为公司重大资产出售暨关联交易项目的独 立财务顾问，原已委派姜涛先生和蒲啸先生担任公司重大资产出售暨关联交易项 目的财务顾问主办人，负责公司重大资产出售暨关联交易项目并履行持续督导职 责。 根据华源证券的通知函，原财务顾问主办人姜涛先生和蒲啸先生因工作变动 原因，不再负责公司后续的持续督导工作，华源证券委派侯建雷先生和刘伟生先 生（简历附后）接替姜涛先生和蒲啸先生担任公司的财务顾问主办人并履行后续 持续督导责任。 本次独立财务 ...

Core Viewpoint - The investment activities of private equity mogul Ge Weidong have garnered significant market attention, particularly his recent adjustments in stock holdings as revealed in the 2024 annual report and the 2025 Q1 report of listed companies [1]. Group 1: Ge Weidong's Stock Holdings - In Q1 2025, Ge Weidong initiated a new position in Su Da Wei Ge, acquiring 1.62 million shares valued at approximately 33 million yuan, making him the seventh-largest circulating shareholder [4][6]. - He maintained his holdings in Zhaoyi Innovation, with a market value of 2 billion yuan, and did not sell any shares of *ST Chengchang despite a decline in stock price [13][16]. - Ge Weidong also increased his stake in Zhongsheng High-Tech, raising his holdings to 2.36 million shares, valued at 41 million yuan [18][19]. Group 2: Financial Performance of Su Da Wei Ge - Su Da Wei Ge reported a revenue of 1.841 billion yuan for 2024, a year-on-year increase of 6.85%, but faced a net loss of 58.05 million yuan, marking a 27.06% decline [6]. - In Q1 2025, the company generated 453 million yuan in revenue, a decrease of 3.93%, while net profit was 17.34 million yuan, reflecting a 5.99% increase year-on-year [6]. Group 3: Other Notable Investments - Ge Weidong's portfolio includes new investments in China Satellite Communications, where he acquired 8.396 million shares valued at 171 million yuan, making him the ninth-largest circulating shareholder [8][9]. - He also increased his holdings in Zhenlei Technology, maintaining 412.19 million shares, which saw a price increase of 9.63% in Q1 2025 [10][12].

转自：前瞻产业研究院 2、2024年全球润滑油行业市场规模为1814亿美元 行业主要上市公司：中国石油(601857);中国石化(600028);康普顿(603798);龙蟠科技(603906);中晟高科 (002778);统一股份(600506)等 本文核心数据：全球润滑油规模;全球润滑油消费结构;全球润滑油需求量 1、全球润滑油行业发展历程 全球润滑油行业始于19世纪70年代，至今已有百余年历史。进入了20世纪70年代，由于民用工业开始起 步，行业逐渐形成市场规模。20世纪90年代至今，润滑油产品发展迅速，已经被广泛用于工业范畴的各 个领域。 | 时间 | 发展历程 | | --- | --- | | 19 世纪 70 年代-20 | 1876年在俄国的巴拉罕建立了世界上第一个润滑油生产厂,1878年巴黎世界博览 | | 世纪 20年代 | 会上俄国人推出了第一批矿物润滑油样品。从此,润滑剂作为一种材料、一类产品 | | | 和一门科学进入了人们的世界。 | | 20 世纪 30 年代-70 | 糖醛精制工艺和丙烷脱沥青工艺相继投入工业使用,把矿物油工业推向了现代化的 | | 年代 | 发展阶段。二次世界 ...

证券代码：002778 证券简称：中晟高科 公告编号：2025-020 江苏中晟高科环境股份有限公司 关于会计政策变更的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示：本次会计政策变更是江苏中晟高科环境股份有限公司（以下简称"公 司"）根据中华人民共和国财政部（以下简称"财政部"）相关规定进行的政策变更， 无需提交公司董事会和股东大会审议，本次会计政策变更不会对公司财务状况、经营 成果和现金流量产生重大影响。 一、会计政策变更概述 1、变更原因 （1）2023 年 10 月，财政部发布《企业会计准则解释第 17 号》（财会〔2023〕21 号），规定了"关于流动负债与非流动负债的划分"、"关于供应商融资安排的披 露"、"关于售后租回交易的会计处理"的相关内容，该解释规定自 2024 年 1 月 1 日 起施行。 （2）财政部于 2024 年 3 月发布的《企业会计准则应用指南汇编 2024》以及 2024 年 12 月 6 日发布的《企业会计准则解释第 18 号》，规定保证类质保费用应计入营业 成本。 2、变更前采用的会计政策 本次会计政策变更 ...

证券代码：002778 证券简称：中晟高科 公告编号：2025-015 江苏中晟高科环境股份有限公司 关于公司续聘会计师事务所的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 江苏中晟高科环境股份有限公司（以下简称"公司"或"中晟高科"）第九届董事 会第十九次会议审议通过了《关于续聘容诚会计师事务所（特殊普通合伙）担任公司 2025 年度审计机构的议案》，本议案尚需提交公司 2024 年度股东大会审议，现将相关情况 公告如下： 一、拟续聘会计师事务所事项的情况说明 容诚会计师事务所（特殊普通合伙）（以下简称"容诚会计师事务所"）具备证券、 期货相关业务执业资格，具有多年上市公司审计工作的丰富经验和职业素养，其在担任 公司 2024 年度审计机构期间，能够遵循独立、客观、公正的审计准则，公允合理地发 表了审计意见，表现出了良好的职业操守，为公司出具的审计报告客观、公正地反映了 公司的财务状况和经营成果，从会计专业角度维护了公司与股东的利益。为保证审计工 作的连续性，公司拟继续聘任容诚会计师事务所为公司 2025 年度审计机构。 二、拟聘任会计师事务所的基本 ...

江苏中晟高科环境股份有限公司 关于变更办公地址及投资者联系方式的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 江苏中晟高科环境股份有限公司（以下简称"公司"）因经营发展需要，已搬迁至 新办公地址，为更好地做好投资者关系管理工作，便于投资者与公司沟通交流，现将公 司办公地址、投资者联系方式等变更的具体情况公告如下： 证券代码：002778 证券简称：中晟高科 公告编号：2025-019 | 变更事项 | 变更前 | 变更后 | | --- | --- | --- | | 办公地址 | 江苏省宜兴市徐舍镇鲸塘工业集 | 江苏省苏州市吴中区石湖西路 168 | | | 中区 | 号科技服务中心大楼 21F | | 邮政编码 | 214244 | 215168 | | 投资者热线 | 0512-66176265、0510-87688832 | 0512-66176265 | | 传真号码 | 0512-66176265、0510-87681155 | 0512-66176265 | 除上述办公地址、邮政编码、投资者热线及传真号码变更外，公司电子信箱等其他 信息 ...

证券代码：002778 证券简称：中晟高科 公告编号：2025-018 | 变更 | 变更前 | 变更后 | | --- | --- | --- | | 项目 | | | | 注册 地址 | 江苏省宜兴市徐舍镇鲸塘工业集中区 | 江苏省宜兴市徐舍镇腾飞路 20 号 | | | 许可项目：道路货物运输（不含危险 | 许可项目：建设工程施工；检验检测 | | | 货物）；道路危险货物运输；建设工程施 | 服务；测绘服务；建设工程勘察；室内环 | | | 工；检验检测服务；测绘服务；建设工程 | 境检测；城市生活垃圾经营性服务；危险 | | | 勘察；室内环境检测；城市生活垃圾经营 | 废物经营；（依法须经批准的项目，经相 | | | 性服务；危险废物经营；（依法须经批准 | 关部门批准后方可开展经营活动，具体经 | | | 的项目，经相关部门批准后方可开展经营 | 营项目以相关部门批准文件或许可证件为 | | | 活动，具体经营项目以相关部门批准文件 | 准） | | | 或许可证件为准） | 一般项目：市政设施管理；工程管理 | | | 一般项目：石油制品销售（不含危险 | 服务；污水处理及其再生利用；水污染治 ...