董事会认为：公司本次会计政策变更是根据《企业会计 准则第 28 号——会计政策、会计估计变更和差错更正》以 及为提高公司成本核算与 ERP 信息管理系统适配性，结合公 司实际情况进行的合理变更，变更后的会计政策符合财政部 的相关规定；本次变更会计政策对公司财务状况、经营成果 和现金流量无重大影响，亦不涉及对公司以前年度的追溯调 整，不存在损害公司及全体股东特别是中小股东利益的情形。 根据《深圳证券交易所股票上市规则》及《公司章程》等有 关规定，公司本次会计政策变更在董事会审议批准范围内， 无需提交股东会审议。 烟台龙源电力技术股份有限公司董事会 2026 年 1 月 23 日 烟台龙源电力技术股份有限公司董事会 关于会计政策变更合理性的说明 烟台龙源电力技术股份有限公司（以下简称"公司"） 第六届董事会第十五次会议以 9 票赞成、0 票反对、0 票弃 权审议通过《关于会计政策变更的议案》。 ...

证券代码：300105 证券简称：龙源技术 公告编号：临 2026-004 公司存货发出计价方法变更为移动加权平均法，即每次进货后， 立即根据库存存货数量和总成本，计算出新的加权平均单位成本，并 用该单位成本计算发出存货的成本。 烟台龙源电力技术股份有限公司 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。 重要内容提示：烟台龙源电力技术股份有限公司（以下简称"公 司"）本次会计政策变更属于自主会计政策变更，采用未来适用法， 不涉及对以前年度财务报表进行追溯调整。本次会计政策变更对公司 财务状况、经营成果和现金流量无重大影响，无需提交公司股东会审 议。 一、会计政策变更概述 随着公司信息化体系建设的深入推进，为提升存货管理水平与管 理效率，同步增强产品成本核算与 ERP 信息管理系统的适配性，结 合公司实际情况和历年来成本核算经验，公司拟变更会计政策，将发 出存货的计价方法由"月末一次加权平均法"变更为"移动加权平均 法"。 （一）变更前采用的会计政策 公司存货发出计价方法采用月末一次加权平均法，即每月月末以 当月全部进货数量加上月初存货 ...

证券代码：300105 证券简称：龙源技术 公告编号：临 2026-005 烟台龙源电力技术股份有限公司 关于召开 2026 年第一次临时股东会的通知 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。 一、召开会议的基本情况 1、股东会届次：2026 年第一次临时股东会 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所创业板股票上市规则》 《深圳证券交易所上市公司自律监管指引第 2 号—创业板上市公司规范运作》等法律、行政法规、部门 规章、规范性文件及《公司章程》的有关规定。 4、会议时间： （1）现场会议时间：2026 年 02 月 09 日 14:30 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2026 年 02 月 09 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系统投票的具体时间为 2026 年 02 月 09 日 9:15 至 15:00 的任意时间。 5、会议的召开方式：现场表决与网络投票相结合。 6、会议的股权登记日：2 ...

证券代码：300105 证券简称：龙源技术 公告编号：临 2026-003 烟台龙源电力技术股份有限公司 第六届董事会第十五次会议决议公告 表决结果：6 票赞成、0 票反对、0 票弃权。马丽群女士、吴涌 先生和刘勇先生作为关联董事，回避了表决。 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。 本议案已经公司独立董事专门会议审议通过，同意提交董事会审 一、董事会会议召开情况 1 议。 本议案尚须提交股东会审议，公司股东国家能源集团科技环保有 限公司和雄亚（维尔京）有限公司作为关联方，应回避表决。 烟台龙源电力技术股份有限公司（以下简称"公司"）第六届董事 会第十五次会议于 2026 年 1 月 23 日在烟台公司本部以现场及通讯方 式召开。根据《烟台龙源电力技术股份有限公司章程》（以下简称《公 司章程》）有关规定，本次会议通知已于 2026 年 1 月 8 日以邮件方 式发出，与会董事已知悉本次会议议案并同意召开会议。公司董事会 应出席会议董事 9 人，实际出席会议董事 9 人。马丽群董事、吴涌董 事、刘勇董事、独立董事高建伟、赵毅、刘松源以通讯方式参会。董 事 ...

Core Viewpoint - Longyuan Technology has successfully won the bid for China's first ship solid waste treatment project based on plasma technology, marking a significant breakthrough in the application of this technology in marine environmental governance and contributing to green shipping and "zero-waste ships" initiatives [1][4]. Group 1: Technology and Innovation - The project utilizes a self-developed plasma generator system specifically designed for ships, showcasing Longyuan Technology's innovation in adapting high-efficiency thermal source technology from the electric arc plasma torch field [2][3]. - The plasma technology offers unique physical and chemical properties that align perfectly with the needs of ship waste treatment, achieving over 90% volume reduction of solid waste and ensuring no harmful gas emissions [2][4]. - The equipment has undergone extensive testing, including 300 hours of thermal experiments and 500 hours of performance assessments, confirming its efficiency and stability in simulated marine environments [3]. Group 2: Market and Policy Context - The project coincides with the implementation of the "New Solid Waste Ten Measures," which imposes stricter requirements for solid waste disposal in special scenarios like shipping, thus creating a market opportunity for advanced solutions like plasma technology [4]. - Longyuan Technology's successful bid serves as a pilot project that not only demonstrates technical feasibility but also provides valuable data and practical experience for future industry standards and equipment promotion [4]. Group 3: Industry Implications - The adoption of plasma technology is expected to become a mainstream approach in ship environmental governance, driving collaborative upgrades across the entire green shipping industry chain [4]. - The technology's role extends beyond waste treatment to include significant carbon reduction potential, as it minimizes additional carbon emissions from waste transfer and can integrate with other low-carbon technologies [4]. - Longyuan Technology aims to deepen the application of plasma technology in marine environments, developing a comprehensive solution that spans technology research, equipment manufacturing, and engineering services to support the green, low-carbon development of the shipping industry [5].

Group 1 - The environmental equipment sector saw a slight increase of 0.33% on January 20, with Hengyu Environmental leading the gains [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Key stocks in the environmental equipment sector showed varied performance, with Hengying Environmental closing at 27.33, up 5.68%, and Meai Technology at 78.70, up 3.72% [1] Group 2 - The environmental equipment sector experienced a net outflow of 138 million yuan from main funds, while retail investors saw a net inflow of 143 million yuan [2] - The trading volume for key stocks included Longyuan Technology at 24.53 million shares, down 3.88%, and Chuangyuan Technology at 45.18 million shares, down 2.60% [2] - The stock performance of major companies showed mixed results, with Meai Technology having a net inflow of 29.49 million yuan from main funds, while retail investors had a net outflow of 26.63 million yuan [3]

Group 1 - Longyuan Technology (300105) has won the bid for China's first solid waste treatment project for ships based on plasma technology, marking a significant step in expanding plasma technology from traditional power sectors to environmental protection and shipping [1] - The company has developed a ship-specific plasma generator that integrates multiple innovative technologies, significantly enhancing arc ignition reliability, achieving 1,500 successful arcs continuously [1] - The project team has completed nearly 800 hours of thermal and performance assessment tests, validating the system's treatment efficiency, operational stability, and environmental compliance under simulated ship conditions, with all indicators meeting expectations [1] Group 2 - The "Comprehensive Solid Waste Management Action Plan" (referred to as "New Solid Waste Ten Measures") is accelerating implementation, raising higher requirements for compliant waste disposal in special scenarios such as ships [2] - Longyuan Technology aims to deepen the application of plasma technology in maritime scenarios, including ships and offshore platforms, by optimizing system integration, upgrading intelligent control, and developing standardized products, thus creating a comprehensive solution covering "technology research and development - equipment manufacturing - engineering services" [2]

Group 1 - Yantai Longyuan Power Technology Co., Ltd. has won the bid for China's first solid waste treatment project for ships based on plasma technology, marking a significant step in expanding plasma technology from traditional power sectors to environmental protection and shipping [1] - The company has developed a ship-specific plasma generator that integrates multiple innovative technologies, significantly enhancing arc reliability with the capability of achieving 1,500 successful arcs continuously [1] - The project team has completed nearly 800 hours of thermal and performance assessment tests, validating the system's treatment efficiency, operational stability, and environmental compliance under simulated ship conditions, with all indicators meeting expectations [1] Group 2 - The implementation of the "Comprehensive Solid Waste Management Action Plan" (also known as "New Solid Waste Ten Measures") is accelerating, raising higher requirements for the compliant disposal of solid waste in special scenarios such as ships [2] - The company aims to deepen the application of plasma technology in marine scenarios, including ships and offshore platforms, by optimizing system integration, upgrading intelligent control, and developing standardized products, thus supporting the green, low-carbon, and high-quality development of the shipping industry [2]

Group 1 - The environmental equipment sector increased by 0.6% on January 19, with Yanpai Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - Yanpai Co., Ltd. saw a closing price of 11.93, with a significant increase of 11.39%, and a trading volume of 201,400 shares, amounting to a transaction value of 238 million yuan [1] Group 2 - The environmental equipment sector experienced a net outflow of 172 million yuan from main funds, while retail investors saw a net inflow of 220 million yuan [2] - The trading data indicates that several companies in the sector had varying performance, with some experiencing declines, such as Suanyuan Co., Ltd. which fell by 5.26% [2] - The funds flow analysis shows that Yanpai Co., Ltd. had a net inflow of 8.16 million yuan from main funds, while retail investors had a net outflow of 7.04 million yuan [3]

格隆汇1月19日丨龙源技术(300105.SZ)公布，预计2025年净亏损4,200万元～3,200万元，扣非净亏损 4,587.44万元～3,587.44万元。1.报告期内，公司聚焦高质量发展，持续优化项目结构，强化项目实施全 流程管控，着力提升工程项目盈利能力。2025年度公司营业收入同比减少31,695.07万元，下降 24.83%，毛利率22.02%，同比提升7.1个百分点，毛利润同比增加约2,087.80万元，增长10.96%。2.报告 期内，公司投资收益较上年同期减少3,092.00万元，下降322.52%。主要系确认参股子公司国能科环望 奎新能源有限公司投资收益减少所致。3.报告期内，公司信用减值损失较上年同期增加8,098.18万元， 增长535.28%。主要系公司以分期收款方式承揽的"寿光市蔬菜废弃物能源化、资源化煤炭替代综合利 用项目"、"文水县畜禽粪污资源化利用项目"产生的应收款项进行单项计提信用减值损失约10,074.77万 元。4.报告期内，所得税费用同比减少约2,346.63万元，同比下降约162.03%。2025年度公司信用减值损 失同比增加8,098.18万元，导致递延所得税资 ...