证券代码：301305 证券简称：朗坤科技 公告编号：2025-058 深圳市朗坤科技股份有限公司（以下简称"公司"）股东深圳华迪光大股权 投资基金（有限合伙）（以下简称"华迪光大"）、广东千灯华迪股权投资企业（有 限合伙）（以下简称"千灯华迪"）、广州盛隆投资合伙企业（有限合伙）（以下简 称"广州盛隆"）、广州六脉资江股权投资合伙企业（有限合伙）（以下简称"六 脉资江"）、贵州沛硕股权投资合伙企业（有限合伙）（以下简称"贵州沛硕"）、 广州资江凯源股权投资合伙企业（有限合伙）（以下简称"资江凯源"）和贵州享 硕股权投资合伙企业（有限合伙）（以下简称"贵州享硕"）具有一致行动关系， 为公司合计持股 5%以上股东。 公司于 2025 年 4 月 21 日披露了《关于合计持股 5%以上股东及其一致行动 人减持股份预披露公告》（公告编号：2025-012）。公司合计持股 5%以上股东及 其一致行动人广州盛隆、贵州沛硕和贵州享硕计划自上述公告披露之日起 15 个 交易日后的 3 个月内（即 2025 年 5 月 16 日至 2025 年 8 月 15 日）通过集中竞价 或大宗交易的方式减持公司股份 3,006,873 ...

2025年8月15日，朗坤科技主力资金净流入325.81万元，占流通市值的0.14%。近五日主力资金净流出 3086.09万元，占流通市值的1.3%。 朗坤科技属于环保行业，业务涉及合成生物、垃圾分类等领域。公司总市值46.46亿元，流通市值23.83 亿元。 截至2025年8月15日15时，朗坤科技股价报19.26元，较前一交易日上涨0.48元，涨幅2.56%。当日开盘 价为18.74元，最高触及19.27元，最低下探18.70元，成交量为3.48万手，成交额达0.66亿元。 风险提示：市场有风险，投资需谨慎。 ...

Investment Rating - The report maintains a "Buy" rating for several companies in the power and gas sectors, including China Power, Huaneng International, and Kunlun Energy, among others [49][51]. Core Insights - The adjustment of capacity prices for coal and gas power plants in Guangdong is expected to improve profitability for gas power plants significantly, with capacity prices increasing by 65% to 296% depending on the type of gas plant [4][10]. - The rapid development of renewable energy installations in Guangdong has increased the reliance on coal power for flexible peak regulation, with renewable energy capacity reaching 59.13 million kW by the end of 2024, accounting for 26.6% of the total installed capacity [9][10]. - The report highlights the geopolitical factors affecting natural gas prices, with European gas prices experiencing a slight increase due to renewed geopolitical tensions, while U.S. gas prices remain stable [13][20]. Summary by Sections 1. Power Sector - Guangdong has raised the capacity price for coal power plants to 165 RMB per kW per year starting January 1, 2026, and for gas power plants, prices will range from 165 to 396 RMB per kW per year starting August 1, 2025 [8][10]. - The increase in capacity prices is expected to provide annual revenue boosts of 1.72 billion RMB for Guangdong Power A and 350 million RMB for Guangzhou Development [11]. 2. Gas Sector - As of August 1, 2025, the Henry Hub spot price is $3.00/mmBtu, while the TTF spot price in Europe is €32.95/MWh, reflecting a week-on-week increase of 2.74% [13][14]. - The report notes that the domestic LNG price is 4388 RMB per ton, showing a week-on-week decrease of 1.06% [32]. 3. Market Review - The gas sector outperformed the Shanghai and Shenzhen 300 index, while the public utility, power, and environmental sectors lagged behind [39]. 4. Company and Industry Dynamics - The National Energy Administration has released guidelines to enhance the management of natural gas pipeline transportation prices, promoting transparency and optimizing resource allocation [37]. - The report discusses the performance of key companies, including Huaneng International and Inner Mongolia Huadian, with varying revenue and profit trends [44].

Investment Rating - The report maintains a "Positive" outlook on the public utilities and environmental sectors, particularly in electricity and natural gas [1]. Core Insights - The report highlights a recovery in electricity consumption in June, driven by the tertiary sector and residential usage, with a total electricity consumption of 8,670 billion kWh, representing a year-on-year growth of 5.4% [15][17]. - Natural gas consumption showed a slight increase in June, with a total apparent consumption of 35.05 billion m³, up 1.4% year-on-year, indicating a recovery in industry sentiment [21][48]. - The report emphasizes the ongoing optimization of energy structure in China, with significant contributions from renewable energy sources, particularly solar and nuclear power [2][8]. Summary by Sections 1. Electricity: June Consumption Growth Accelerates - In June, the industrial electricity generation reached 7,963 billion kWh, a year-on-year increase of 1.7% [7][9]. - The breakdown of electricity generation types shows a decline in hydropower by 4.0%, while nuclear power grew by 10.3%, and solar power surged by 18.3% [9][15]. - The report notes that the second industry contributed significantly to the electricity increment, accounting for 38% of the total increase [16][17]. 2. Natural Gas: Global Price Decline and June Consumption Growth - The report states that the apparent consumption of natural gas in June was 35.05 billion m³, marking a 1.4% increase year-on-year [21][48]. - The average price of LNG in Northeast Asia decreased to $11.90/mmBtu, reflecting a broader trend of declining global gas prices [22][41]. - The report anticipates that the long-term outlook for natural gas will improve due to rising LNG export capacities from the US and the Middle East [48]. 3. Weekly Market Review - The public utilities and environmental sectors underperformed compared to the CSI 300 index, while the electrical equipment sector outperformed [50]. 4. Company and Industry Dynamics - The report mentions the increase in installed capacity for solar and wind energy, with solar capacity growing by 54.2% year-on-year [53]. - It highlights the ongoing construction of large seawater desalination projects in coastal provinces to support high water-consuming industries [53]. 5. Key Company Valuation Table - The report includes a valuation table for key companies in the public utilities and environmental sectors, indicating potential investment opportunities [60].

证券代码：301305 证券简称：朗坤科技 公告编号：2025-057 深圳市朗坤科技股份有限公司 关于中标项目签订合同的进展公告 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、误导性陈述或者重大遗漏。 3、合同标的：罗湖区餐厨、果蔬垃圾收运服务项目 4、第一年合同期限：12 个月，自 2025 年 7 月 1 日起至 2026 年 6 月 30 日 止。 风险提示： 1、本合同自双方签字盖章即日起生效。 2、项目合作期限：本项目为长期服务类项目，长期服务政府采购合同履行 期限最长不得超过三十六个月。本合同一年一签，合同服务期为 12 个月，第一 年合同自 2025 年 7 月 1 日起至 2026 年 6 月 30 日止。甲方每年对乙方进行履约 评价，如甲方对履约情况不满意，甲方有权不再续签下一年度的合同。 3、合同的执行存在一定周期，在实际履行过程中，可能发生不可预计的或 不可抗力等因素的影响，因此可能存在一定履约风险和不确定性。敬请广大投资 者注意投资风险。 深圳市朗坤科技股份有限公司（以下简称"公司"）分别于 2025 年 6 月 13 日和 2025 年 6 月 16 日 ...

Investment Rating - The report maintains a "Cautious Recommendation" rating for the biodiesel industry, indicating a potential increase in stock prices relative to the benchmark index within the next 12 months [5][30]. Core Insights - The price center for HVO and SAF continues to rise, with domestic Ucome prices slightly narrowing. The international SAF landed price is reported at $2065.90 per ton, a slight decrease of 2.90% from the previous week, while the HVO offshore price is at 2146.65 yuan per ton, down 4.01% [1]. - Domestic waste oil and gutter oil prices have increased, with average prices for waste oil at 6940 yuan per ton (up 130 yuan) and gutter oil at 6500 yuan per ton (up 80 yuan) [2]. - The international crude oil market has shown volatility, impacting biodiesel prices. Despite cost-driven increases in Ucome, the price rise is insufficient to cover raw material costs, leading to reduced enthusiasm among producers [3]. - Recent export data for May indicates a subdued performance, with Ucome export volumes around 60,000 tons, and a notable trend of re-importing Ucome from Hong Kong [3]. - Germany has introduced a draft law to revise biofuel targets, aiming to curb fraud in the sector, which may lead to significant price increases for biofuels and compliance certificates [3]. Summary by Sections Price Trends - The report highlights the upward movement in HVO and SAF prices, with domestic Ucome prices influenced by raw material costs. The price dynamics in Europe show a slight decrease in FAME prices, while the demand in the HVO/SAF market remains supportive [1][3]. Export Performance - The report notes that the export performance of biodiesel products has been lackluster, with specific attention to the role of Hong Kong as a key transit point for Ucome [3]. Regulatory Developments - The introduction of new regulations in Germany is aimed at enhancing the integrity of the biofuel market, which could lead to increased prices and stricter compliance requirements [3]. Investment Recommendations - The report suggests focusing on companies with significant biodiesel or raw material production capacity, such as Zhuoyue New Energy, Jiaao Environmental Protection, and others, as they are expected to benefit from increased demand and improved raw material supply [4].

证券代码：301305 证券简称：朗坤科技 公告编号：2025-056 深圳市朗坤科技股份有限公司 关于为子公司提供担保事项的进展公告 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。 深圳市朗坤科技股份有限公司（以下简称"公司"）分别于 2025 年 4 月 23 日、2025 年 5 月 16 日召开第三届董事会第二十二次会议、第三届监事会第十三 次会议以及 2024 年年度股东大会，审议通过了《关于公司 2025 年度对外担保额 度预计的议案》。为满足公司及合并报表范围内子公司业务发展融资需求（包括 但不限于办理人民币流动资金贷款、项目贷款、贸易融资、银行承兑汇票、保函、 信用证等形式），同意公司及子公司在保证规范运营和风险可控的前提下，2025 年度新增不超过人民币 159,244.50 万元的担保额度。其中，为资产负债率高于 70%的子公司提供担保额度合计人民币 2,638.70 万元，为资产负债率低于 70%的 子公司提供担保额度合计不超过人民币 156,605.80 万元。公司可以根据实际情况， 在上述担保额度范围内，以不超过资产负债率 70%为标 ...

Core Viewpoint - The shareholders of Langkun Technology (301305.SZ) plan to reduce their holdings, with a total reduction of up to 4,218,116 shares, accounting for no more than 1.75% of the company's total share capital [1] Group 1: Shareholder Reduction Plan - The shareholders involved in the reduction include Shenzhen Huadi Guangda Equity Investment Fund, Guangdong Qiandeng Huadi Equity Investment Enterprise, Guangzhou Liumai Zijiang Equity Investment Partnership, and Guangzhou Zijiang Kaiyuan Equity Investment Partnership [1] - These shareholders collectively hold 13,539,470 shares, representing 5.61% of the total share capital of the company [1] Group 2: Company Background - Langkun Technology was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on May 23, 2023, with an issuance of 60,892,700 shares at a price of 25.25 yuan per share [2] - The stock reached its highest price of 29.57 yuan on May 25, 2023, but is currently in a state of decline [2] Group 3: Fundraising Details - The total amount raised by Langkun Technology was 153,754.07 million yuan, with a net amount of 142,499.56 million yuan, exceeding the original plan by 30,269.62 million yuan [3] - The funds are intended for projects including organic waste resource processing and the establishment of a research and development center [3]

证券代码：301305 证券简称：朗坤科技 公告编号：2025-055 深圳市朗坤科技股份有限公司 关于合计持股5%以上股东及其一致行动人减持股份预披露 公告 股东深圳华迪光大股权投资基金（有限合伙）、广东千灯华迪股权投资企业 （有限合伙）、广州六脉资江股权投资合伙企业（有限合伙）和广州资江凯源股 权投资合伙企业（有限合伙）保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 一、股东基本情况 1、减持股东：华迪光大、千灯华迪、六脉资江、资江凯源。上述股东一致 行动人关联关系如下： 华迪光大、千灯华迪、六脉资江、资江凯源的基金管理人均为广东华迪投资 集团有限公司。 2、股东持有公司股份情况 | 截至本公告披露日，上述股东持有公司股份情况如下： | | --- | | 序号 | 股东名称 | 持股数（股） | 持股比例 | | --- | --- | --- | --- | | 1 | 华迪光大 | 2,964,850 | 1.23% | | 2 | 千灯华迪 | 1,398,120 | 0.58% | ...

关于回购股份注销完成暨股份变动的公告 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、误导性陈述或者重大遗漏。 特别提示： 1、本次注销的回购股份数量为 3,283,496 股，占注销前公司总股本的比例 为 1.34%，本次注销完成后，公司总股本由 244,511,700 股变更为 241,228,204 股。 证券代码：301305 证券简称：朗坤科技 公告编号：2025-054 深圳市朗坤科技股份有限公司 公司于 2025 年 4 月 23 日、2025 年 5 月 16 日分别召开了第三届董事会第二 十二次会议、2024 年年度股东大会，审议通过了《关于减少注册资本暨修订< 公司章程>的议案》。公司于 2025 年 5 月 16 日刊登了《关于注销回购股份减少 注册资本暨通知债权人的公告》（公告编号：2025-043）。公司于 2025 年 6 月 16 日在中国证券登记结算有限责任公司深圳分公司办理完毕上述 3,283,496 股回 购股份的注销事宜。本次注销回购股份的数量、完成日期、注销期限符合回购 股份注销相关法律法规的要求。 三、本次回购股份注销后股权结构变动情况 | ...