Core Viewpoint - Longkun Technology announced the resignation of its Vice President, Zhou Cunquan, due to work arrangement reasons, while he will continue to serve as a director and committee member of the board [2] Group 1 - Zhou Cunquan submitted a written resignation report to the board of directors [2] - His resignation will take effect from the date the board receives the resignation report, in accordance with relevant regulations [2] - Zhou will maintain his position in the company's controlling subsidiary after resigning as Vice President [2]

证券代码：301305 证券简称：朗坤科技 公告编号：2026-001 深圳市朗坤科技股份有限公司 关于高级管理人员辞任的公告 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"）董事会近日收到公司董 事、副总经理周存全先生的书面辞任报告。周存全先生因工作安排原因申请辞去 公司副总经理职务，辞任后继续担任公司董事及董事会专门委员会委员，同时继 续在公司的控股子公司担任职务。根据《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》《公司章程》等相关规定，周存全先生的辞 任申请自公司董事会收到辞任报告之日起生效。 周存全先生作为公司高级管理人员原定任期为 2025 年 5 月 16 日至 2028 年 5 月 15 日。周存全先生在任职公司高管期间不存在应当履行而未履行的承诺事 项。周存全先生辞任公司副总经理职务后继续担任公司董事，将继续遵守《上市 公司股东减持股份管理暂行办法》《上市公司董事和高级管理人员所持本公司股 份及其变动管理规则》《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 ...

Investment Rating - The report maintains a "Buy" rating for several companies in the environmental sector, including Huanlan Environment, Sanfeng Environment, and others, indicating a positive outlook for their stock performance [5]. Core Insights - The environmental industry is entering a critical phase of carbon reduction, with a focus on recycling and waste incineration. The demand for green energy and recycling industries is expected to rise significantly as China transitions to a dual control system for carbon emissions starting in 2026 [4][17]. - The introduction of the EU carbon tariff in 2026 is anticipated to increase the cost of exports from China, prompting companies to adopt greener practices to mitigate carbon emissions [4][17]. - High dividend assets in the environmental sector are expected to remain attractive in 2026, with companies like Guangda Environment and Huanlan Environment showing significant stock price increases in 2025 [4][5]. - The bio-diesel sector is experiencing a rise in UCO prices, which are expected to benefit companies involved in waste oil processing and bio-fuel production [19][25]. Summary by Sections Section 1: Market Performance - The environmental sector has shown strong performance in 2026, with water treatment, energy-saving, and recycling sectors leading the gains. Companies are diversifying into secondary businesses to enhance growth [11][14]. Section 2: Policy and Regulatory Developments - The report highlights the implementation of the "Solid Waste Comprehensive Governance Action Plan" aimed at reducing industrial solid waste and enhancing recycling efforts [33]. - The introduction of the carbon trading market and the EU carbon tariff are significant regulatory changes that will impact the industry [17][31]. Section 3: Company Performance and Recommendations - Key companies recommended for investment include Huanlan Environment, Shanghai Industrial Holdings, and others, which are expected to benefit from favorable market conditions and policy support [4][5]. - The report notes that the environmental sector's valuation is currently at a historical low, suggesting potential for future growth [45][52]. Section 4: Financial Analysis - The financial metrics for key companies indicate a positive outlook, with projected earnings per share (EPS) and price-to-earnings (PE) ratios suggesting undervaluation relative to historical performance [5]. Section 5: Market Trends - The report tracks the performance of various sub-sectors within the environmental industry, noting that energy-saving manufacturing and recycling have shown the most significant growth [49]. Section 6: Export and Pricing Trends - UCO prices have remained strong, with recent data showing a 6.1% increase compared to early 2025, indicating robust demand for bio-diesel feedstock [19][23]. Section 7: Carbon Market Activity - The carbon market has seen significant trading volumes, with recent data indicating a closing price of 78.50 CNY per ton, reflecting ongoing market activity and interest [31]. Section 8: Company Announcements - Recent announcements from companies like Dongjiang Environmental and Zhongyuan Environmental indicate strategic acquisitions aimed at enhancing operational capabilities and market positioning [42].

Group 1 - The core point of the article is that Langkun Technology reported a total of 19,270 shareholders as of January 9, 2026 [2]

Core Viewpoint - The collaboration between Langkun Technology and Sinopec Group focuses on establishing a full industrial chain for the collection, pre-treatment, and deep processing of waste oil into biodiesel and sustainable aviation fuel (SAF) [1] Group 1: Company Collaboration - On August 15, 2025, a tripartite cooperation signing ceremony was held between China Petroleum & Chemical Corporation Guangzhou Branch, Sinopec Refining Sales Co., Ltd., and Guangzhou Langkun to jointly build the full industrial chain for waste oil [1] - The cooperation project is progressing steadily according to the agreement, with the company actively cooperating with relevant parties to implement various aspects of the collaboration [1] Group 2: Business Environment - The specific details of the cooperation are not disclosed due to confidentiality agreements [1] - The related business is subject to uncertainties influenced by policy changes and macroeconomic factors [1]

Core Viewpoint - Thailand has implemented a mandatory blending requirement for Sustainable Aviation Fuel (SAF), mandating a 1% blend in aviation fuel starting January 1, 2026, to support carbon neutrality and net-zero emission goals [1] Group 1: Company Response - The company, Longkun Technology, addressed an investor inquiry regarding China's SAF blending policy, referencing the core deployment document from January 2022, which sets clear quantitative targets for SAF consumption [1] - According to the document, the SAF consumption target for 2025 is set at 20,000 tons, with a cumulative consumption target of 50,000 tons during the 14th Five-Year Plan period [1] - Currently, the promotion of SAF in China is primarily in the pilot demonstration phase, and there are no mandatory blending requirements in place [1]

Group 1 - The core point of the article is that Langkun Technology (301305) has reported a total of 18,893 shareholders as of December 31, 2025 [1]

Group 1 - The core viewpoint of the article is that Langke Technology is actively expanding its business around the Shaoguan data center cluster and has begun server sales through its wholly-owned subsidiary [1] - The subsidiary, Shaoguan Luyuan Langkun Technology Co., Ltd., has successfully initiated server sales and signed small batch orders with partial deliveries already made [1] - The company is continuing to promote market expansion and customer engagement, and will disclose further order progress in accordance with legal regulations if it meets the disclosure standards [1]

Core Viewpoint - Longkun Technology's Zhuhai Longjian HMOs project is currently in the trial production stage, with some core products having received domestic and international certifications [1] Group 1 - The company is advancing factory inspections and business negotiations with multiple dairy enterprises [1] - There is a certain level of uncertainty in the industrialization process of the new project [1] - The company is accelerating process optimization and customer certification progress to achieve order fulfillment as soon as possible [1]

格隆汇12月22日丨朗坤科技(301305.SZ)在投资者互动平台表示，公司珠海朗健HMOS项目处于试生产阶 段，部分核心产品已获国内外相关认证，目前正推进多家乳企验厂及商务谈判。新项目产业化过程中存 在一定不确定性，公司正加快工艺优化与客户认证进度，力争早日实现订单落地。未来公司将继续聚焦 主业提升盈利质量，依规推进市值管理相关工作。 ...