Group 1: Business Performance - The company's oil-saving business revenue decreased by 12.71% in 2024, primarily due to stable demand for plasma ignition projects [2] - The environmental protection business declined significantly, influenced by low industry demand and limited investment capacity for environmental upgrades [2] Group 2: Policy Impact - The implementation of the "New Generation Coal Power Upgrade Special Action Implementation Plan" will affect coal power energy-saving renovations, promoting carbon reduction and flexibility improvements [3] - The plan encourages the expansion of coal power energy-saving renovations into smart and digital fields, providing broader business development opportunities for service providers [3] Group 3: Project Updates - The main revenue from the ammonia-mixed combustion business in 2024 came from the 600MW coal-fired boiler project at Guoneng Taishan Power Plant, which achieved partial acceptance [4] - The ammonia-mixed combustion technology is still in the research and engineering verification stage, requiring further optimization in technology, fuel costs, carbon reduction benefits, and national policies [5] Group 4: Growth Factors - The rapid growth of comprehensive energy-saving renovations is driven by the company's strategic alignment with the national goal of building a new power system and active involvement in energy-saving and flexibility renovation projects [6] - The company has implemented China's first large-capacity steam heating molten salt energy storage project, enhancing its position in new energy storage technologies [6] Group 5: Biomass Business - The biomass business is part of the company's strategy under the "dual carbon" goal, focusing on various technical applications, including straw and vine biomass production and co-firing [7]

Core Viewpoint - The company has successfully completed the conditions for the third unlock period of its 2020 restricted stock incentive plan, allowing 64 participants to unlock a total of 2,598,420 shares, which represents 0.5038% of the company's total share capital of 515,814,420 shares [2][16]. Summary by Sections Incentive Plan Overview - The 2020 restricted stock incentive plan was approved on November 29, 2020, with a total of 936,400 shares granted to 78 participants [3][5]. - The plan includes three unlock periods, with the third period set to expire on May 11, 2025, allowing for a 33% unlock of the granted shares [14][16]. Unlock Conditions - The conditions for the third unlock period have been met, and the shares will be available for trading starting May 30, 2025 [3][16]. - The total number of shares eligible for unlocking is 2,598,420, which will be distributed among 64 participants [2][16]. Share Repurchase and Cancellation - The company has previously repurchased and canceled shares from participants who did not meet performance criteria, including 327,436 shares in 2022 and 288,222 shares in 2023 [8][10][12]. - The repurchase price for these shares was adjusted multiple times, with the latest being 3.222 yuan per share [10][12]. Changes in Share Capital - Following the unlock and repurchase activities, the company's total share capital has been adjusted, with the latest total being 51,588,702 shares after the cancellation of 33,000 shares [12][20]. - The structure of the share capital will be confirmed by the Shenzhen branch of China Securities Depository and Clearing Co., Ltd. after the unlock is completed [20].

证券代码：300105 证券简称：龙源技术 公告编号：临 2025-032 1. 2020 年 11 月 29 日，公司召开第四届董事会第十四次会议， 1 审议通过了《烟台龙源电力技术股份有限公司 2020 年限制性股票激 励计划（草案）》（以下简称"《计划（草案）》"）及其摘要、《烟 台龙源电力技术股份有限公司 2020 年限制性股票激励计划管理办法》 《烟台龙源电力技术股份有限公司 2020 年限制性股票激励计划实施 考核管理办法》（以下简称《考核管理办法》）《关于提请股东大会 授权董事会办理 2020 年限制性股票激励计划相关事宜的议案》。公 司独立董事就激励计划是否有利于公司的持续发展以及是否存在损 害公司及全体股东利益的情形发表独立意见。 烟台龙源电力技术股份有限公司 关于公司 2020 年限制性股票激励计划第三个解除限 售期解除限售股份上市流通的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 特别提示： 1、烟台龙源电力技术股份有限公司（以下简称"公司"）2020 年 限制性股票激励计划（以下简称"本次激励计划"）第三个解除限售期 解除 ...

股票代码：300105 股票简称：龙源技术 编号：临 2025-031 烟台龙源电力技术股份有限公司 2024 年年度利润分配实施公告 本公司及董事会全体成员保证信息披露的内容真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 烟台龙源电力技术股份有限公司（以下简称"公司"）， 2024年年度利润分配方案已获2025年5月7日召开的2024年 年度股东大会审议通过，现将利润分配事宜公告如下： 一、股东大会审议通过利润分配方案等情况 1、公司2024年年度利润分配方案为：以公司现有总股本 515,814,420股为基数，向全体股东以每10股派发人民币1元 现金（含税）的股利分红，合计派发现金红利51,581,442.00 元。若未来在利润分配实施时，发生总股本变动的情况，则 以分配总额不变的原则按比例进行调整。 2、本次分配方案披露之日至实施期间，公司股本总额未 发生变化。 3、本次实施的分配方案与股东大会审议通过的分配方案 一致。 1 / 4 4、本次实施分配方案距离股东大会审议通过的时间未超 过2个月。 二、本次实施的利润分配方案 本公司2024年年度利润分配方案为：以公司现有总股本 剔除已回购股份0 ...

Group 1: Company Overview and Investor Relations Activities - The investor relations activity took place on May 16, 2025, from 10:00 to 11:00 at the company's headquarters [2] - Key personnel included Chief Accountant and Board Secretary Liu Kelen and Securities Affairs Representative Gong Wenjing [2] Group 2: Impact of New Policies - The release of the "New Generation Coal Power Upgrade Special Action Implementation Plan (2025-2027)" reinforces the core goals of the "Three Reform Linkage" initiative, focusing on energy efficiency, carbon emission reduction, and flexible modifications [2] - The new plan introduces higher requirements for deep peak regulation and reduced coal consumption, along with new smart operation technology requirements [2] Group 3: Project Orders and Scope - Order amounts for the "Three Reform Linkage" projects vary significantly, ranging from several million to over one hundred million [3] - Current modifications primarily focus on the boiler body, with no involvement in the turbine side at this time [3] Group 4: Equipment and Market Expansion - Measures for extending the service life of decommissioned units include technical upgrades, converting units to emergency backup or peak power sources, and participating in frequency regulation and peak shaving services [3] - The company is cautiously entering the steel, cement, and chemical sectors for energy-saving and environmental protection modifications due to reduced profitability in these industries [3] Group 5: Biomass and International Market Development - The biomass business aligns with the "dual carbon" goals, focusing on specific technology applications and scenario validations [3] - The company is actively expanding into overseas markets, particularly targeting coal power unit upgrade demands in countries along the "Belt and Road" initiative, achieving breakthroughs in regions like South Africa [3]

Group 1: General Information - The report is about a research on Longyuan Technology in the power equipment industry on May 15, 2025 [1][2][17] - The listed company's reception staff includes the Party Secretary and Chairman Qu Zengjie, Deputy Party Secretary, General Manager and Director Liang Chengyong, Chief Accountant and Board Secretary Liu Keleng, and Independent Director Zhao Yi [17] - The reception object is mainly investors' online questions [20] Group 2: Company Responses to Investor Questions Business Expansion and Development - In 2025, the company will increase R & D, strengthen project management, control costs, expand the market, and optimize organizational efficiency to achieve business goals [24] - As of now, there are no plans for asset injection, integration with the major shareholder, or industrial expansion; relevant information will be disclosed if there are plans [24][25][28] Financial Performance - The company's 2024 annual revenue increased by 13.06% year - on - year [24] - In Q1 2025, the company's performance increased well due to a large increase in peak - shaving revenue from the Lingwu electric boiler project, and the company will monitor local power policies [25] - Dongying Longyuan, in which the company participates, achieved an operating income of 36.83 million yuan and a total profit of 4.06 million yuan in 2024 [28] Project Status - The company completed the first Hebei Longshan molten salt heat storage and extraction project in 2025 and is summarizing experience for future projects [25] - The 2023 ALLAM cycle power generation project completed its research and passed acceptance, and the company will continue to monitor its engineering application [27] Technology Application - The company currently has no participation in thermonuclear fusion experiments [29] Performance Outlook for 2025 - The company will increase R & D, improve project management, and manage accounts receivable, and is confident in achieving business goals [29] Market Value Management - Measures for market value management in 2025 include managing production and operations, R & D, investor relations, and maintaining a stable cash - dividend policy [29] - The company attaches great importance to investor relations, will seize industry opportunities, and aims to improve overall efficiency and profitability [30]

Group 1: Company Performance and Financials - The company's revenue for 2024 increased by 13.06% year-on-year [3] - In Q1 2025, the company achieved significant growth in performance, primarily due to increased revenue from the Lingwu electric boiler project [3] - The company reported that Dongying Longyuan achieved revenue of 36.83 million yuan and a profit of 4.06 million yuan in 2024 [4] Group 2: Strategic Plans and Development Goals - In 2025, the company plans to enhance technology research and development, improve project management, and optimize organizational efficiency to meet operational goals [2] - The company aims to leverage national strategies for the new energy system and focus on the "14th Five-Year Plan" to drive high-quality development [3] - The company is committed to advancing coal power technology, including deep peak regulation and new energy storage solutions [3] Group 3: Investor Relations and Market Position - The company emphasizes the importance of investor relations and transparency in information disclosure to enhance market confidence [5] - Despite strong Q1 performance, the company's market value has remained stable due to various external economic factors [4] - The company is focused on value management and maintaining a stable cash dividend policy to reward shareholders [5] Group 4: Challenges and Future Outlook - The company is addressing past challenges related to the molten salt thermal storage project that impacted gross margins [3] - There are currently no plans for asset integration with major shareholders, and any future plans will be disclosed in accordance with legal requirements [4] - The management expresses confidence in achieving growth targets for 2025 through increased R&D investment and improved project profitability [5]

Group 1: Industry Impact and Technological Developments - The "New Generation Coal Power Upgrade Special Action Implementation Plan (2025-2027)" aims to enhance coal power technology indicators, promoting upgrades and new constructions to improve carbon emission levels and operational efficiency [2][3] - The company has entered the molten salt energy storage sector, completing a project that enhances peak regulation capabilities for thermal power units [3] - Key carbon reduction technologies include biomass co-firing, green ammonia (hydrogen), and carbon capture, utilization, and storage, with ongoing challenges in technology breakthroughs and economic viability [5] Group 2: Operational Efficiency and Cost Management - New coal power units can utilize ultra-supercritical technology to reduce coal consumption, while existing units require upgrades in heat recovery, energy storage, and intelligent monitoring to lower overall coal consumption [4] - The company anticipates that sales-related transactions with the State Energy Group will continue to represent a significant portion (83.61%) of its business, reflecting ongoing support for key technology projects [6] Group 3: Market Dynamics and Regulatory Environment - The recent notice on market-oriented pricing reforms for renewable energy will impact the thermal power sector, leading to reduced operating hours and increased pressure on pricing and environmental compliance [7][8] - By the end of 2024, installed renewable energy capacity is expected to surpass that of thermal power, necessitating a shift in thermal power units from primary to regulatory sources [8] Group 4: Shareholder Engagement and Financial Strategy - The company emphasizes cash dividends as a means to reward shareholders, aligning with regulatory encouragement and balancing business growth with shareholder returns [8]

证券代码：300105 证券简称：龙源技术 公告编号：临 2025-028 烟台龙源电力技术股份有限公司 关于补选公司董事及监事的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 烟台龙源电力技术股份有限公司（以下简称"公司"）于 2025 年 5 月 13 日召开了第六届董事会第九次会议、第六届 监事会第九次会议，审议通过《关于补选公司第六届董事会 非独立董事的议案》《关于补选公司第六届监事会监事的议 案》。现将有关情况公告如下： 一、关于补选公司第六届董事会非独立董事 二〇二五年五月十三日 附件 蒙涛先生原定任职期满日为 2027 年 05 月 06 日，离职 后不在公司担任任何职务。截至本公告日，蒙涛先生不持有 本公司股份。 二、关于补选公司第六届监事会监事 因工作安排，王晓岚女士不再担任公司监事、监事会主 席，公司须补选监事 1 名。根据《公司法》《公司章程》等 有关规定，经公司股东推荐，现提名张玥女士为公司第六届 监事会监事候选人（简历详见附件）。任期自公司股东大会 审议通过之日起至第六届监事会任期届满之日止。 王晓岚女士原定任职期满日为 202 ...

本次活动将采用网络远程的方式举行，投资者可登录"全 景路演"网站（http://rs.p5w.net）；或关注微信公众号（名称： 全景财经）；或下载全景路演 APP，参与本次互动交流。活 动时间为 2025 年 5 月 15 日（周四）15:00-16:30。届时公司 高管将在线就公司 2024 年度业绩、公司治理、发展战略、 经营状况和可持续发展等投资者关心的问题，与投资者进行 沟通与交流。 出席本次活动的人员有：董事长曲增杰先生、总经理梁 成永先生、独立董事赵毅先生、总会计师兼董事会秘书刘克 冷先生。欢迎广大投资者踊跃参与！ 证券代码：300105 证券简称：龙源技术 公告编号：临 2025-029 烟台龙源电力技术股份有限公司关于参加 2025 年山东辖区上市公司投资者网上集体 接待日活动暨 2024 年度业绩说明会的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 烟台龙源电力技术股份有限公司（以下简称"公司"）2024 年年度报告及摘要已于 2025 年 4 月 11 日刊登于中国证监会 指定的信息披露媒体。为进一步加强与投资者的互动交流公 司将 ...