Group 1 - The core viewpoint of the article highlights the structure of lubricant oil consumption in China, which is divided into transportation and industrial oils, with transportation oil accounting for approximately 55% and industrial oil for about 30% of total consumption [1] - In the transportation lubricant oil segment, gasoline and diesel engine oils dominate, with their consumption proportions projected to be 36% and 39% respectively in 2024, while gear oil accounts for 9% [2] - The internal combustion engine oil, which includes gasoline and diesel engine oils, plays a crucial role in lubricating engine components and is expected to maintain a high consumption share [5] Group 2 - The strategic position analysis of the transportation lubricant oil market indicates that the automotive sector has a high market attractiveness and competitive position, while the engineering machinery sector shows a relatively lower strategic position due to slower growth [10] - The total consumption of turbine oil is expected to account for 16% and diesel engine oil for 24% in 2024, indicating a significant share of internal combustion engine oil in the lubricant market [8] - Major brands in the lubricant oil industry include Kunlun, Great Wall, Compton, and Longpan, offering a variety of products such as synthetic high-performance gasoline engine oils and specialized diesel engine oils [6]

转自：前瞻产业研究院 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：润滑油行业上市公司汇总;业绩比较;发展规划等 1、润滑油行业上市公司汇总及基本信息 滑油是指涂在机器轴承、设备等运动部分表面的油状液体，主要用于减少运动部件表面间的摩擦，同时 起到冷却、密封、防腐、防锈、绝缘、功率传送、清洗杂质等的作用。 目前，我国润滑油相关产业链中上游产业包括原油/石油供应、润滑油基础油和润滑油添加剂，中游润 滑油制造主要包括汽车润滑油和工业润滑油等，润滑油作为工业应用、汽车制造中的血液，为工业、运 行提供润滑作用。其中产业链各个环节具体上市公司包括： | 产业链环节 | 企业简称 | 简介 | 行业关联度 | | --- | --- | --- | --- | | 原油/石油供应 | 中曼石油 | 一家专注于石油、天然气领域的国际知名 综合性油气公司 | ★★★★★ | | | 泰山石油 | 中国石化子公司 | ★★★★ | | | 和顺石油 | 成品油批发资质的民营石油企业公司 ...

证券代码：002778 证券简称：中晟高科 编号：2025-023 江苏中晟高科环境股份有限公司 关于持股5%以上股东部分股份质押的公告 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"）近日收到公司持股 5%以上 股东许晓斌先生的告知函，获悉许晓斌先生将其持有的公司部分股份办理了质押手 续，具体事项如下： 一、股东股份质押基本情况 1、本次股份质押基本情况 | | 是否为控 | | | | 是否为 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 限售股 | | | | | | | 股东名 | 股股东或 | 本次质押 | 占其所 | 占公司 | （如 | 是否为 | 质押起 | 质押到 | | | | | 第一大股 | | 持股份 | 总股本 | | 补充质 | | | 质权人 | 质押用途 | | 称 | | 数量 | | | 是，注 | | 始日 | 期日 | | | | | ...

转自：前瞻产业研究院 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：中国润滑油进出口金额;中国润滑油进出口量;中国润滑油进出口均价 1、润滑油行业进出口总况 润滑油相关的海关编码为"润滑油，不含有生物柴油"，HS编号是"27101991"。 近年来中国润滑油行业进出口情况逐年增长，中国润滑油行业下游相关产业的迅速发展，对于润滑油的 需求量越来越大，行业进出口额持续稳定增长。 海关数据显示，2024年中国润滑油行业产品进出口总额14.17亿美元，同比上升5.73%，反映润滑油进出 口规模逐渐扩大，其中进口额9.04亿美元，同比上升1.44%;出口额为5.13亿美元，同比上升14.36%。贸 易逆差为3.91亿美元，同比下降11.54%，反映中国对润滑油需求依赖进口支持，但近两年来依赖程度有 所减缓。 2025年前两个月，中国润滑油行业产品进出口总额2.15亿美元，贸易逆差为0.55亿美元。 2、润滑油进口情况 2019-2024年，中国润滑油进口金额整体呈现波动增长趋势 ...

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].

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 ...