南财智讯1月30日电，朗坤科技在投资者关系活动中表示，北京通州有机垃圾资源化综合处理中心项目 日处理规模达2100吨，目前正按政府要求稳步推进建设，预计2026年下半年建成投入试运营。 ...

投资者关系活动记录表 编号：2026-002 | 投资者关系活动 | 特定对象调研 □分析师会议 ☑ | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 路演活动 ☑ | | | 现场参观 ☑ | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 东莞证券：张广良、高阳、李梓涵、唐泽毅 | | 人员姓名 | 中国证券报：吴立鸣 | | | 东莞市私募基金业协会：张晓华 | | | 广东博众智能科技投资有限公司： 容伟彪 | | | 深圳证券业协会投服部：华韵西 | | | 百万粉丝财经大咖：冉湖 | | | 广东投资快报传媒有限公司：孔令才、李吴、夏华 | | | 青檀资本：利伟豪 | | | 明华信德基金：蔡焕 | | | 固恒安科技：穆志成 | | | 广州泽恩投资控股有限公司：蔡晓霞 | | | 同佳基金：杨雪芹 | | | 深圳以撒投资有限公司：徐琳 | | | 观微（广东）科技有限公司：张军 | | | 缅宁科技：徐达文 | | | 瑞士大苏黎世区经济促进署：林霞萍 | | --- | --- | | | 深圳市麻王投资集团有限公司 ...

朗坤科技（301305）动态点评 紧握 UCO 稀缺筹码，产能扩张与价格 上行共驱成长 2026 年 01 月 27 日 【事项】 废弃油脂市场价格中枢窄幅推升。1 月 9 日-1 月 15 日，中国 SAF 原 料级别 UCO 完税到厂价格已升至 7500-7600 元/吨区间，中枢环比上 周抬升约50元/吨。下游产品方面，UCO基HVO现货均值录得2642.55 美元/吨，环比上涨 1.90%。SAF FOB FARAG 均值录得 2290.05 美 元/吨，环比下跌 1.33%，绝对价格攀升至 2310.25 美元/吨。 【评论】 UCO 供需逻辑清晰，其长期稀缺性已由基本面深度锁定。1）供给端： 理论潜力大，但规范收集量不足。餐厨废油来源包括地沟油、泔水油、 潲水油、煎炸老油等多种类别途径，必须经过除杂、酯化、提纯精制 等一系列处理工艺才能得到生物质燃料。2023 年我国食用油消费量约 3908 万吨，对应理论废弃油脂总量约 1100 万吨，然而受限于收集体 系、处理能力及非正规流向等因素，实际规范利用量仅约 300 万吨； 2）需求端：政策驱动有望为上游 UCO 需求带来高增长。据我们测算， 以欧盟 ...

朗坤科技（301305）动态点评 紧握 UCO 稀缺筹码，产能扩张与价格 上行共驱成长 2026 年 01 月 27 日 【事项】 废弃油脂市场价格中枢窄幅推升。1 月 9 日-1 月 15 日，中国 SAF 原 料级别 UCO 完税到厂价格已升至 7500-7600 元/吨区间，中枢环比上 周抬升约50元/吨。下游产品方面，UCO基HVO现货均值录得2642.55 美元/吨，环比上涨 1.90%。SAF FOB FARAG 均值录得 2290.05 美 元/吨，环比下跌 1.33%，绝对价格攀升至 2310.25 美元/吨。 【评论】 UCO 供需逻辑清晰，其长期稀缺性已由基本面深度锁定。1）供给端： 理论潜力大，但规范收集量不足。餐厨废油来源包括地沟油、泔水油、 潲水油、煎炸老油等多种类别途径，必须经过除杂、酯化、提纯精制 等一系列处理工艺才能得到生物质燃料。2023 年我国食用油消费量约 3908 万吨，对应理论废弃油脂总量约 1100 万吨，然而受限于收集体 系、处理能力及非正规流向等因素，实际规范利用量仅约 300 万吨； 2）需求端：政策驱动有望为上游 UCO 需求带来高增长。据我们测算， 以欧盟 ...

[Table_Page] 跟踪分析|环保 证券研究报告 [Table_Title] 环保行业深度跟踪 碳减排双控元年，重视再生、垃圾焚烧 [Table_Summary] 核心观点： ⚫ 建议关注：联美控股、山高环能、朗坤科技、伟明环保、瀚蓝环境、大 地海洋、上海实业控股、海螺创业 [Table_Pic 相对市场表现 2025Quote] "能耗双控"转向"碳排放双控"，循环减排、绿能产业需求提振在 即。根据央广网，2026 年是从能耗双控全面转向碳排放双控的第一年， 减排已从前期准备进入实质攻坚阶段。结合"十五五"规划建议将"以 碳达峰碳中和为牵引，协同推进降碳、减污、扩绿、增长""加快建设 新型能源体系"纳入总体部署，根据《加快构建碳排放双控制度体系工 作方案》，"十五五"开始实施以强度控制为主、总量控制为辅的碳排 放双控制度，今年起各地政府将首次面临正式的碳中和目标评价考核。 从全球视角来看，欧盟碳关税已于 26 年 1 月 1 日正式开征，将加速全 球碳市场接轨进程。当前欧盟 ETS 碳价在 80-90 欧元/吨，而我国最新 碳价仅 81 元人民币/吨左右，将显著增加我国向欧盟出口产品的成本， 出口企业 ...

证券日报网讯1月23日，朗坤科技（301305）在互动平台回答投资者提问时表示，我们会严格按照监管 要求，及时、准确地披露公司的经营情况与核心信息。 ...

证券日报网1月20日讯 ，朗坤科技在接受调研者提问时表示，一期260吨产线目前已经完成试生产各项 工作，且通过多家下游客户的验厂工作。相关业务受政策变化、宏观环境等因素影响，存在一定的不确 定性，敬请投资者审慎决策，注意投资风险。 （文章来源：证券日报） ...

Core Insights - The article emphasizes the rising importance of biomanufacturing as a strategic and innovative sector, which is seen as a new growth point that can help optimize industrial structures and transform economic models [1]. Group 1: Current State and Trends - The "2025 China Synthetic Biomanufacturing Industry Development White Paper" was officially released on August 1, highlighting the current status and trends in biomanufacturing [1]. - The report analyzes the global biomanufacturing industry, including key platform facilities and a comparative study of the US and China in this field [5]. Group 2: Policy Landscape - The white paper discusses major policies affecting biomanufacturing both domestically and internationally for the years 2024-2025 [5]. Group 3: Industry Map and Applications - It provides a comprehensive map of the Chinese biomanufacturing industry and analyzes the industry chain along with key application directions, including biomanufacturing in pharmaceuticals, food, personal care, agriculture, chemicals, materials, and energy [5]. Group 4: Key Enterprises - The report identifies ten leading enterprises in the Chinese biomanufacturing sector, detailing their contributions and roles within the industry [5][6]. Group 5: Company Strategies - It outlines the synthetic biology strategies of 15 listed companies, summarizing their development approaches and corresponding popular products [5][6]. Group 6: Investment and Challenges - The white paper reviews the investment and financing situation in domestic synthetic biology from 2024 to mid-2025 and discusses the challenges faced by the biomanufacturing industry in China, along with proposed countermeasures [5][6].

Group 1: Company Overview and Leadership - Shenzhen Longkun Technology Co., Ltd. is represented by Chairman Chen Jianxiang and other key personnel during investor relations activities [1][3] - The company is actively engaging with various financial institutions and analysts to discuss its business strategies and developments [2][3] Group 2: AI Application Center - The AI Smart Application Center was officially established on January 11, 2025, to enhance internal efficiency and management through AI technology [4] - The center focuses on two main areas: internal management and digital applications related to the company's core business in organic waste resource utilization and bioenergy [4] Group 3: Collaboration with Sinopec - Longkun Technology is collaborating with Sinopec to build a full industrial chain for the collection, pre-treatment, and deep processing of waste oil into biodiesel and sustainable aviation fuel (SAF) [4] - The partnership is progressing steadily, with a signing ceremony held on August 15, 2025, although specific details are under confidentiality agreements [4] Group 4: HMO Product Development - The company has completed trial production for its first phase of HMO products, with a capacity of 260 tons, which has passed inspections from multiple downstream clients [5] - HMO products include various types such as 2'-FL, 3-FL, and LNnT, with some already approved by health authorities [6] Group 5: SAF Policy and Market - Thailand has implemented a mandatory blending policy for sustainable aviation fuel, requiring a 1% mix starting January 1, 2026, to support carbon neutrality goals [6] - In China, the target for SAF consumption is set at 20,000 tons for 2025, with a cumulative goal of 50,000 tons during the 14th Five-Year Plan period [6][7] Group 6: Project Progress - The Beijing Tongzhou project is on track for completion and trial operation in the second half of 2026 [7]

SAF Industry Analysis: Super Cycle Driven by Supply-Demand Mismatch Industry Overview - The SAF (Sustainable Aviation Fuel) industry is experiencing a significant shift from "policy-driven" to "hard gap-driven" dynamics, particularly influenced by the upcoming EU ReFuelEU Aviation regulation set to take effect in 2025, which mandates the incorporation of 2%, 5%, and 70% sustainable aviation fuel in aviation fuel by 2025, 2030, and 2035 respectively, translating to a demand of 140 million, 350 million, and 5000 million tons [1][2] Key Insights - The price of SAF has surged over 50% throughout the year due to supply chain disruptions, leading to a significant widening of the price gap with upstream raw material UCO (Used Cooking Oil) [1] - Despite a potential decline in short-term demand post-2026, the UK’s blending target of 3.6% and Singapore's taxation policies are expected to support ongoing demand, with global production capacity estimated at 4-5 million tons, and an effective capacity of 2.4 million tons, which still falls short of the global demand of 2.8 million tons (Europe 1.8 million + USA 600,000 + South Korea and China 400,000) [1] Profit Distribution in the Industry - The industry logic has shifted from mere policy expectations to the realization of excess profits driven by scarce refining capacity [2] - Companies with existing or upcoming SAF production capacity are positioned to enjoy the highest processing profits, while those with compliant and traceable UCO resources will benefit from compliance premiums amid global trade barriers [2] Major SAF Suppliers and Capacities - Key SAF suppliers and their production capacities include: - Jiaao Environmental: 370,000 tons (with an additional 500,000 tons under construction) - Longkun Environment: 170,000 tons (planning to expand to 420,000 tons) - Sinopec: Zhenhai Refining 100,000 tons - Haineng Energy: Shandong Sanju 50,000 tons - Overseas Neste: over 500,000 tons - Unlisted Junheng Biological: 200,000 tons - Yigao Environmental: 200,000 tons [2]