来源：环球网 近日，壳牌喜力携手宝马M Motorsport赛车团队，于第72届澳门格兰披治大赛车期间联合举办揭幕活 动，推出全新壳牌光速超凡喜力"午夜蓝"与"暮光紫"系列润滑油。揭幕活动期间，来自壳牌与宝马M Motorsport赛车团队的嘉宾基于长期赛道合作，共同回顾了以技术创新驱动性能突破的燃擎之路。来自 宝马M Motorsport赛车团队的冠军车手更以专业视角，结合赛道实战经验与切身感受，进一步验证了新 品的卓越表现。 作为全球瞩目的街道赛事，澳门格兰披治大赛车以其全长6.2公里的东望洋跑道著称，这条以多弯、狭 窄闻名的闹市赛道，历来是检验车辆性能与技术的终极试炼场。本届赛事中，采用壳牌光速超凡喜 力"午夜蓝"与"暮光紫"新品为涂装设计理念的宝马M Motorsport赛车团队赛车竞速登场，将赛道基因与 产品设计深度融合。 强强联合，共塑"赛道到街道"技术转化范式 作为世界领先的综合能源公司，壳牌的业务遍布70多个国家和地区。历经百余年的沉淀，壳牌已成长为 世界上最具影响力的国际品牌之一。壳牌润滑油也深受消费者喜爱，是过去19年蝉联全球销量第一的国 际成品润滑油供应商1。 壳牌与宝马M Motors ...

集团向海外供应商采购成批半制成润滑油及成品润滑油，供公司内部调合及重新包装为批发和零售装， 以在香港销售。集团亦为车队咭的经授权代理商。于2025年9月30日，集团合共管理42,869个车队咭账 户(2024年：50,392个车队咭账户)。期间溢利增加乃主要由于销售成本减少及其他收入增加。 格隆汇11月24日丨域高国际控股(01621.HK)公告，截至2025年9月30日止6个月中期业绩，收益同比减少 约13.9%至约6.978亿港元；纯利同比增加约14.6%至约1100万港元。每股盈利1.1港仙。 ...

太平量化选股混合A（021884）基金经理为张子权。 截至发稿，张子权累计任职时间3年208天，现任基金资产总规模70.37亿元，任职期间最佳基金回报 55.34%， 任职期间最差基金回报1.12%。 从基金十大重仓股角度 数据显示，太平基金旗下1只基金重仓中晟高科。太平量化选股混合A（021884）三季度持有股数1.58万 股，占基金净值比例为0.49%，位居第四大重仓股。根据测算，今日浮亏损失约1.72万元。连续3天下跌 期间浮亏损失1.79万元。 太平量化选股混合A（021884）成立日期2024年10月29日，最新规模6361.58万。今年以来收益 32.06%，同类排名2232/8136；近一年收益30.72%，同类排名1973/8056；成立以来收益30.73%。 11月21日，中晟高科跌5.03%，截至发稿，报20.58元/股，成交4172.52万元，换手率1.59%，总市值 25.67亿元。中晟高科股价已经连续3天下跌，区间累计跌幅4.96%。 资料显示，江苏中晟高科环境股份有限公司位于江苏省苏州市吴中区石湖西路168号科技服务中心大楼 21F，成立日期1992年4月11日，上市日期2016年 ...

2025年上海市机动车辆制动液产品质量监督抽查不合格产品 中国质量新闻网讯 据上海市市场监督管理局网站消息，近期，上海市市场监督管理局对本市生产、销售的机动车辆制动液产品质量进行了监督抽查。本次 抽查了30批次产品。经检验，不合格2批次。其中生产领域1批次，未发现不合格；实体销售24批次，发现不合格1批次；电商销售5批次，发现不合格1批 次。 本次抽查所抽样品产地涉及上海市、北京市、福建省等12个省市。其中抽查到标称上海市生产企业共8批次，不合格1批次；抽查到标称外省市生产企业共22 批次，不合格1批次。 本次监督抽查依据SHSSXZ0017-2025《机动车辆制动液上海市产品质量监督抽查实施细则》组织实施。 本次抽查发现的不合格产品已移交被抽样生产者、销售者所在地市场监管部门依法进行处理。 | 样品标称名称 | 标称 | 标称规格型号 | 标称生产日 | 标称生产者名称 | 被抽样生产者、销售 | 被抽样销售者所在商场/ | 认证 | 不合格项目 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 商标 | | 期/批号 | | 者 | ...

在近日举办的中国宝武钢铁集团有限公司(以下简称 "中国宝武" )工业品供应链生态伙伴大会上，埃克 森美孚(中国)投资有限公司(以下简称"埃克森美孚中国")凭借绿色润滑技术服务、低碳合作领域的突出 表现，再度获评"全球优秀供应链合作伙伴"，成为本年度唯一入选的进口润滑油品牌。这一成果不仅展 现企业间的供应链协同效能，更折射出中国钢铁行业在"量转质"关键期，通过国际合作加速绿色转型的 行业趋势，也印证了埃克森美孚中国"为中国钢铁行业加油"理念在产业实践中的落地成效。 当前，中国钢铁行业正处于深度转型攻坚期，"十五五"规划对行业绿色竞争力的提升提出明确要求。 《钢铁行业稳增长工作方案(2025-2026年)》将工艺设备更新、绿色低碳改造列为核心任务，为行业高质 量发展划定路径。作为全球最大钢铁企业之一，中国宝武持续推进"双碳"目标落地，其供应链伙伴的选 择标准，已从传统的产品质量、交付效率，延伸至低碳技术协同、绿色价值共创层面。 2024年，中国宝武与埃克森美孚中国签署低碳方案合作备忘录，围绕低碳能源应用、碳捕集与封存 (CCS)价值链构建、低碳足迹产品认证等领域开展联合探索。此次获奖，不仅是双方在绿色供应链建设 ...

Investment Rating - The report recommends the industry [7] Core Insights - In Q3 2025, the company achieved revenue of 20.53 trillion KRW, a quarter-on-quarter increase of 1.23 trillion KRW and a year-on-year increase of 2.88 trillion KRW [3][20] - The operating profit reached 573.5 billion KRW, with a quarter-on-quarter increase of 991.1 billion KRW and a year-on-year increase of 996.8 billion KRW, primarily driven by the recovery in refining business and strong LNG power generation performance [3][20] - The battery business reported revenue of 1.81 trillion KRW with an operating loss of 124.8 billion KRW, although SK On achieved an operating profit of 17.9 billion KRW post-merger, marking the second consecutive quarter of profitability [9][20] Summary by Relevant Sections Overall Performance - Q3 2025 revenue was 20.53 trillion KRW, with a significant increase in operating profit to 573.5 billion KRW, attributed to improved refining margins and strong performance in energy and services [3][20] Business Segment Performance 1. **Refining Business** - Revenue of 12.44 trillion KRW and operating profit of 304.2 billion KRW, benefiting from higher refining margins and oil price increases [3][20] 2. **Petrochemical Business** - Revenue of 2.41 trillion KRW with an operating loss of 36.8 billion KRW, impacted by weak benzene and olefin markets [4][20] 3. **Lubricants Business** - Revenue of 980.5 billion KRW and operating profit of 170.6 billion KRW, driven by seasonal demand and inventory gains [5][20] 4. **Oil and Gas Exploration and Production** - Revenue of 320 billion KRW and operating profit of 89.3 billion KRW, affected by natural gas price declines [6][20] 5. **Battery Business** - Revenue of 1.81 trillion KRW with an operating loss of 124.8 billion KRW, but post-merger profitability was noted [9][20] 6. **Materials Division** - Revenue of 23.5 billion KRW with an operating loss of 50.1 billion KRW, showing a reduction in losses due to cost optimization [10][20] 7. **Energy and Services** - Revenue of 2.53 trillion KRW and operating profit of 255.4 billion KRW, benefiting from increased plant utilization [11][20] Outlook for Q4 2025 - The refining business may face downward pressure on oil prices due to OPEC+ production increases, but geopolitical uncertainties may support refining margins [12][20] - The petrochemical sector is expected to face challenges due to reduced supply and slow demand recovery [13][20] - The lubricants business may experience a weak market environment due to seasonal demand decline [14][20] - The battery business faces uncertainties from weak EV demand in the US and high initial costs of new plants [16][20] - The materials business aims to reduce losses through cost control and increased orders [17][20] - The energy and services division plans to maintain stable profitability through new gas field production [18][20]

Core Insights - The industrial lubricating oil market in China is projected to reach approximately 45.56 billion yuan by 2024, with a compound annual growth rate (CAGR) of about 7.24% from 2018 to 2024 [13][14] - The production volume of industrial lubricating oil in China is expected to grow from approximately 2.1422 million tons in 2018 to 2.714 million tons in 2024, reflecting a CAGR of around 4.02% [11][12] - The industry is characterized by a diverse range of applications across various sectors, including steel, electricity, shipbuilding, and cement, highlighting its critical role in industrial machinery [8][13] Industry Overview - Industrial lubricating oil is categorized into industrial and automotive lubricants, with various base oil types such as mineral oil, PAO synthetic oil, and biodegradable oils [5][6] - The upstream raw materials for industrial lubricating oil include base oils and additives, while the downstream applications are primarily in industries like steel, electricity, shipbuilding, and cement [8][9] Market Dynamics - The demand for industrial lubricating oil is increasing due to the overall acceleration of industrial development in China, leading to a continuous expansion of market size [13] - Foreign brands like Mobil and Shell have established a strong presence in the high-end market, while domestic brands such as Kunlun and Changcheng primarily occupy the mid to low-end segments [2] Competitive Landscape - The report provides a comprehensive analysis of the competitive landscape, including key players in the market such as Sinopec, ExxonMobil, and Qingdao Compton Technology Co., Ltd., detailing their market positions and product offerings [16][17] - The industry is analyzed using various models such as SCP, SWOT, and PEST to assess market environment, policies, competition, and technological innovations [2][4] Future Outlook - The report forecasts the future development trends of the industrial lubricating oil industry from 2026 to 2032, emphasizing investment opportunities and potential risks [24][33] - It highlights the importance of improving base oil quality, accelerating technological advancements, and implementing effective marketing strategies to adapt to new market conditions [35][34]

Core Viewpoint - The collaboration between universities and enterprises, exemplified by the role of "Technology Vice Presidents," is driving innovation and addressing technical challenges in various industries, particularly in the development of specialized products like drone lubricants [1][4][9]. Group 1: Role of Technology Vice Presidents - The "Technology Vice President" role is designed to bridge the gap between academic research and industry needs, facilitating the transfer of knowledge and technology [1][3]. - This initiative has led to the appointment of high-level technology innovation talents from universities to assist key enterprises in sectors such as low-altitude economy, artificial intelligence, and new materials [2][6]. - The collaboration has resulted in significant advancements, such as the development of China's first two-stroke oil specifically for drones, which addresses unique operational challenges [4][5]. Group 2: Impact on Enterprises - Enterprises like 欧陆宝 have experienced accelerated innovation and product development, exemplified by the rapid creation of specialized lubricants that outperform existing standards [4][5]. - The initiative has also led to the establishment of production lines and partnerships with drone manufacturers, indicating a strong market potential for new products [5][7]. - The "Technology Vice Presidents" have provided critical support in overcoming technical barriers, enhancing the overall research and development capabilities of the companies involved [6][7]. Group 3: Broader Implications for the Region - The program aims to create a sustainable ecosystem for talent development and retention, ensuring that high-level professionals are effectively integrated into local industries [8][10]. - The initiative has facilitated the establishment of joint laboratories and internship bases, promoting a continuous cycle of talent cultivation and innovation [6][7]. - Local government support includes financial incentives and resources to enhance the collaboration between academia and industry, fostering a conducive environment for technological advancement [8][10].

证券代码：603798 证券简称：康普顿 公告编号：2025-040 青岛康普顿科技股份有限公司 2025年第三季度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 根据上海证券交易所《上市公司行业信息披露指引第十八号—化工》有关规 定和披露要求，公司 2025 年第三季度主要经营数据如下： （四）其他对公司生产经营具有重大影响的事项 本季度未发生对公司生产经营具有重大影响的其他事项。以上经营数据信息 来源于公司报告期内财务数据，且未经审计，仅为投资者及时了解公司生产经营 概况之用，敬请广大投资者理性投资，注意投资风险。 特此公告 青岛康普顿科技股份有限公司 2025 年 10 月 25 日 单位：元/吨 | 产品名称 | 2025 年 第三季度价格 | 2024 年 第三季度价格 | 变动幅度 | | --- | --- | --- | --- | | 车用润滑油 | 16,500 | 15,665 | 5.3% | | 工业润滑油 | 10,162 | 10,458 | -2.8% | | 防冻液 | ...

Core Insights - The global stainless steel cold rolling oil market is evolving towards high performance and environmental sustainability, driven by the continuous expansion of stainless steel production capacity in the Asia-Pacific region, particularly in China and India [3][4] - The market is characterized by a highly concentrated oligopoly, with major players like Quaker Houghton and FUCHS leading the industry, creating significant technical and service barriers for new entrants [3][8] Market Trends and Drivers - The primary growth driver for the stainless steel cold rolling oil market is the ongoing expansion and product upgrade demands from downstream stainless steel industries, including appliances, automotive, and construction [9] - Increasing requirements for surface quality and mechanical properties in stainless steel products are pushing the demand for high-performance, eco-friendly rolling oils [9] Regulatory Environment - The industry faces challenges from increasingly stringent global environmental, health, and safety regulations, which raise compliance costs for traditional formulations containing harmful substances [4][10] - Opportunities arise from policies promoting manufacturing upgrades and carbon reduction goals, particularly in China, which stimulate high-end stainless steel demand and create new market space for performance-enhancing rolling oils [4] Market Size and Growth Projections - According to QYResearch, the global stainless steel cold rolling oil market is projected to reach USD 514 million by 2031, with a compound annual growth rate (CAGR) of 4.1% in the coming years [4] Competitive Landscape - The top five manufacturers, including Quaker Houghton and FUCHS, hold approximately 52% of the market share, indicating a concentrated competitive environment [8] Industry Opportunities - The greatest opportunity in the industry lies in the innovation and widespread adoption of eco-friendly and high-performance specialty rolling oils, which can help steel mills reduce operational costs while meeting regulatory requirements [11] - Customized oil formulations to meet specific processes and surface quality demands in high-end stainless steel applications are expected to become a key growth point for leading companies [11]