可持续发展非一日之功，ESG实践需久久为功。 在"双碳"目标提出五周年之际，中国以全球最系统完备的碳减排政策体系交出亮眼答卷，而能源革命的深度演进正重塑全球绿色发展格局。从顶层设计的 宏观架构到技术突破的微观创新，从保障14亿人能源安全到引领全球生态治理——中国正以多维度的体系化创新，为全球可持续发展提供坚实支撑。 过去两周，国内ESG领域迎来里程碑式突破：中国建成全球最系统碳减排政策体系，5年出台40余项顶层设计方案，培育6400余家绿色工厂；全社会月度 用电量首破万亿千瓦时，新能源占比近四分之一，彰显经济活力与绿色转型同步提速；世界最强"地下充电宝"在湖南投产，18兆帕压缩空气储能技术攻克 绿电消纳难题；绿色外债试点在16省市启动，吸引全球资本聚焦中国低碳转型。国际层面，特朗普全面打压可再生能源，将风电光伏称为"世纪骗局"；全 球塑料条约谈判再度搁浅，多边治理面临严峻考验；韩国总统坦言电价上涨必要性，凸显气候政策现实困境。企业实践中，恒生电子MSCI ESG评级跃升 至AA级，成为国内软件业最高评级；北汽集团启动"和田绿洲"治沙行动，以"每车捐9.9元"创新公益模式。 从顶层设计的系统架构到储能技术的珠峰 ...

Summary of Key Points Core Viewpoint - The latest movements of private equity mogul Ge Weidong have emerged following the disclosure of A-share listed companies' semi-annual reports for 2025, revealing his significant investments in several companies, particularly in the consumer sector. Group 1: Ge Weidong's Holdings - As of the end of Q2 2025, Ge Weidong appeared as a top ten circulating shareholder in six listed companies, with a total holding value of 3.029 billion yuan [1][2] - His notable holdings include Zhener Technology, Zhaoyi Innovation, and Yiyuan Communication, where he maintained his positions without changes [1][2] - He entered the top ten circulating shareholders of Kuaijishan and Lafang Jiahua for the first time, while also increasing his stake in Zhongsheng High-Tech [1][2] Group 2: Lafang Jiahua - Lafang Jiahua has seen a nearly 97% increase in stock price year-to-date, with Ge Weidong holding 1.59 million shares valued at 36 million yuan, making him the eighth largest circulating shareholder [3][4] - The Ge family collectively holds shares in Lafang Jiahua worth 269 million yuan [3] - The company reported a revenue of 410 million yuan in the first half of the year, a decrease of 4.27% year-on-year, and a net profit of 6.36 million yuan, down 82.89% year-on-year [6] Group 3: Kuaijishan - Kuaijishan's stock has surged over 134% this year, with Ge Weidong holding 4.97 million shares valued at 99 million yuan, making him the eighth largest circulating shareholder [7][9] - The company reported a revenue of 817 million yuan in the first half of the year, an increase of 11.03% year-on-year, and a net profit of 93.88 million yuan, up 3.41% year-on-year [8] Group 4: Zhongsheng High-Tech - Ge Weidong reappeared in Zhongsheng High-Tech's top ten circulating shareholders with 1.2 million shares valued at 22 million yuan [12] - The company reported a revenue of 64.42 million yuan in the first half of the year, a decrease of 73.31% year-on-year, but a net profit of 47.01 million yuan, an increase of 376.2% year-on-year [14]

【导读】葛卫东A股持仓曝光，合计持有30.29亿元 随着A股上市公司2025年半年报披露完毕，私募大佬葛卫东的最新动向浮出水面。 | 序号 | 股东名称 | | 持股数量(股) | 占流通A股比例(%) | 期末参考市值(亿元) 方向 ② | 持股数量变动(股) | | --- | --- | --- | --- | --- | --- | --- | | 1 | 吴桂谦 一致行动人(1) | 实控人 童监高 | 69,503,831 | 30.86 | 15.58 不变 | 0 | | 2 | 2 澳洲万达国际有限公司 | 一致行动人(1) | 42,320,217 | 18.79 | 9.49 不变 | 0 | | 3 | 吴滨华 一致行动人(1) | | 20,545,083 | 9.12 | 4.61 不变 | 0 | | 4 | 葛贵莲 | | 7,395,210 | 3.28 | 1.66 新进 | | | 5 | (?) 海富通价值精选股票型养老金产品 | | 3,254,700 | 1.45 | 0.73 新进 | | | 6 | 葛贵兰 | | 2.967.089 | 1.32 | 0.67 ...

Core Viewpoint - The article highlights the recent stock holdings of private equity mogul Ge Weidong, revealing a total investment value of 3.029 billion yuan in six listed companies as of the end of Q2 2025, with notable positions in both technology and consumer sectors [2]. Group 1: Ge Weidong's Holdings - Ge Weidong is a top ten shareholder in six companies, maintaining significant stakes in Zhaoyi Innovation, Yiyuan Communication, and Zhenlei Technology, while also entering the top ten for Kuaijishan and Lafang Cosmetics for the first time [2][3]. - The total market value of Ge Weidong's holdings is 3.029 billion yuan, with Zhaoyi Innovation alone accounting for 2.369 billion yuan [3][4]. - Lafang Cosmetics has seen a remarkable increase of nearly 97% year-to-date, with Ge Weidong's family holding a combined value of 2.69 billion yuan in the company [3][4]. Group 2: Company Performance - Lafang Cosmetics reported a revenue of 410 million yuan in the first half of the year, a decline of 4.27% year-on-year, and a net profit of 6.36 million yuan, down 82.89% [7]. - Kuaijishan, a well-known yellow wine brand, has implemented a "youthful" branding strategy and reported a revenue of 817 million yuan in the first half of the year, an increase of 11.03%, with a net profit of 93.88 million yuan, up 3.41% [9][11]. - Zhongsheng High-Tech, which focuses on environmental services, reported a revenue of 64.42 million yuan, a significant decrease of 73.31%, but a net profit surge of 376.2% to 47.01 million yuan [16][17].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：中国财富 知名投资人葛卫东，近50亿元持仓曝光。 根据上市公司半年报，截至今年二季度末，葛卫东和其关联人葛贵莲，出现在9家上市公司前十大流通 股东名单中，合计持仓市值为47.7亿元。记者梳理发现，葛卫东与葛贵莲是亲属关系。天眼查数据显 示，葛卫东、葛贵莲均为上海混沌投资有限公司的股东。 今年二季度，葛贵莲新进华为汽车概念股江淮汽车前十大股东名单，持仓市值4.76亿元。进入三季度以 来，截至8月底，江淮汽车大涨35.82%，股价创下历史新高。有意思的是，近期因重仓寒武纪而名声大 噪的"牛散"章建平，从2024年一季度起就曾大手笔买入江淮汽车，在今年一季度卖出后，获利或高达十 亿元。 葛卫东持仓曝光 | 股票名称 | 持股比例 = 持股市值(元)↓ | | 流通排名 ▲ | | --- | --- | --- | --- | | 万辰集团 | 2.26% | 6.35亿 | 8 | | 300972 | | | | | 江淮汽车 | 0.54% | 4.76亿 | 8 | | 600418 新进 | | | | | 会稽山 | 2.8 ...

导语：会稽山的遭遇，折射出整个黄酒行业的尴尬：一方面，试图通过"年轻化"寻求增量，另一方面却缺乏像白酒那 样可持续、带来盈利的高端化路径。。 8 月以来的牛市，给了黄酒行业一个久违的 " 高光时刻 " 。 会稽山（ 601579.SH ）的市值一度超过古越龙山（ 600059.SH ），成为新的黄酒市值 " 一哥 " 。资本市场 的追捧，让这家有着百年历史的绍兴酒企，被重新推到了聚光灯下。 更吸引眼球的是，私募大佬葛卫东在二季度现身股东名单。他的入股被视为 " 聪明钱 " 的下注，一度让市场相 信黄酒真的迎来了 " 复兴 " 。 | 股东名称 ÷ | 持股数(股) ÷ | 参考市值(亿元) ÷ | 占总股本比例 ÷ | 变动方向 | | --- | --- | --- | --- | --- | | 中建信(浙江创业投资有限公司 | 149,158,200 | 29.70 | 31.11% | 不要 | | 一致行动人(1) | | | | | | 浙江中国轻纺城集团股份有限公司 1 | 102,000,000 | 20.31 | 21.27% | 不变 | | 绍兴市柯桥区小城镇建设投资有限公司 | 30. ...

Core Viewpoint - Guyue Longshan (600059.SH) reported a slight increase in revenue for the first half of 2025, but a decline in net profit compared to the previous year [1] Financial Performance - The company achieved an operating income of 893 million yuan, representing a year-on-year growth of 0.40% [1] - The net profit attributable to shareholders was 90.31 million yuan, showing a year-on-year decrease of 4.72% [1] - After excluding non-recurring items, the financial performance details were not provided in the excerpt [1]

古越龙山8月29日披露半年报，公司上半年实现营业收入8.93亿元，同比增长0.40%；归属于上市公司股 东的净利润9030.71万元，同比下降4.72%；基本每股收益0.1元/股。 ...

21世纪经济报道记者肖夏 实习生侯朝霞 8月28日下午，会稽山举行了2025年上半年业绩说明会，总经理杨刚、董事会秘书傅哲宇等出席，就投 资者关心的业绩表现、费用投入、加大分红、气泡黄酒产品等话题给予了回应。 由于今年热度出圈、股价连续涨停，此次会稽山业绩说明会也获得了更高的关注。全程一个小时的交流 中，管理层回答了18个问题。21世纪经济报道记者也以投资者身份向管理层提问并获得答复。 今年上半年，会稽山再次因为气泡黄酒"一日一熏"热卖出圈，并且带动股价连续涨停，年内股价翻 倍。"618"大促期间，会稽山全网GMV(商品交易总额)突破5000万元，同比增长400%。 不过这一创新产品目前尚未对收入产生决定性影响。半年报显示，会稽山上半年营收8.17亿元，同比增 长11.03%，但以气泡黄酒为主的"其他酒"收入刚过7000万元，占比仅为个位数。 线下渠道的拓展对会稽山至关重要。财报显示，今年上半年的批发代理销售收入占总销售收入的81%。 而其电商业务仍处于投入期，两家主要电商子公司上半年均录得亏损。 对于最受关注的气泡黄酒，会稽山此前曾透露已筹备开展线下招商，当前进展如何？ 会稽山回应21世纪经济报道记者称：" ...

Core Viewpoint - Qingdao Beer achieved a turnaround in the first half of 2025, with revenue of 20.49 billion yuan, a year-on-year increase of 2.1%, and a net profit of 3.9 billion yuan, up 7.2% year-on-year, marking a historical high for net profit [1][3]. Industry Overview - The beer industry is currently undergoing a contraction phase, with a 0.3% year-on-year decline in production among major domestic breweries in the first half of 2025 [1]. - Qingdao Beer experienced a decline in both sales and revenue in 2024, marking one of only four years of revenue decline in nearly 30 years since its listing [1]. Company Performance - In the first half of 2025, Qingdao Beer sold 4.732 million kiloliters of products, a 2.3% increase year-on-year, with a calculated price per ton exceeding 4,300 yuan [3]. - The gross profit margin for Qingdao Beer in the first half of 2025 was 43.70%, an increase of 2.09 percentage points year-on-year, with the second quarter gross margin reaching 45.84% [5]. Strategic Initiatives - The company is focusing on high-end product sales, with the main brand achieving a 3.9% increase in sales volume, and mid-to-high-end products seeing a 5.1% increase [5]. - Qingdao Beer is expanding its sales channels through instant retail, with expected transaction volume on Meituan exceeding 1.5 billion yuan in 2025, and has opened 1,000 "Qingdao Beer Fresh Delivery" stores nationwide [7]. Market Expansion - The company is diversifying its product line by acquiring Jimo Yellow Wine for 665 million yuan, aiming to complement its beer offerings and enhance market competitiveness [10][11]. - The seasonal nature of alcohol sales is acknowledged, with beer being popular in summer and yellow wine in autumn and winter, creating a complementary sales effect [11]. Marketing Strategies - Qingdao Beer is shifting its marketing approach to focus on lifestyle branding, exemplified by its sponsorship of the Chinese Super League, which has increased brand exposure at sports events [10]. - The company is targeting younger consumers, with celebrity endorsements and innovative marketing strategies to adapt to changing consumer preferences [14]. Challenges Ahead - Despite positive performance in the first half of 2025, concerns remain regarding the return on investment from the yellow wine segment and the historical losses during the fourth quarter, which have been a recurring issue for the company [16].