智通财经APP讯，朗坤科技(301305.SZ)公告，公司董事、副总经理杨友强先生、董事周存全先生、董事 会秘书严武军先生拟减持公司股份，拟减持股份数量合计不超173.83万股。 ...

每经AI快讯，朗坤科技2月5日晚间发布公告称，董事、副总经理杨友强先生计划自本公告披露之日起 十五个交易日后的三个月内（2026年3月9日至2026年6月8日）以集中竞价或/和大宗交易方式减持公司 股份不超过约172万股（占公司总股本的比例不超过0.7135%）。 （记者 王晓波） 董事周存全先生计划自本公告披露之日起十五个交易日后的三个月内（2026年3月9日至2026年6月8日） 以集中竞价或/和大宗交易方式减持公司股份不超过1万股（占公司总股本的比例不超过0.0041%）。 董事会秘书严武军先生计划自本公告披露之日起十五个交易日后的三个月内（2026年3月9日至2026年6 月8日）以集中竞价或/和大宗交易方式减持公司股份不超过7000股（占公司总股本的比例不超过 0.0029%）。 每经头条（nbdtoutiao）——仅老年独居者就数千万，谁能帮他们从容老去？意定监护在国内诞生已14 年，距全面落地还差"最后一公里" ...

证券代码：301305 证券简称：朗坤科技 公告编号：2026-002 深圳市朗坤科技股份有限公司 关于部分董事、高级管理人员减持公司股份的预披露公告 公司董事、副总经理杨友强先生、董事周存全先生、董事会秘书严武军先生 保证向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。 特别提示： 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。 一、股东的基本情况 截至本公告披露日，公司董事、副总经理杨友强先生直接持有公司股份 6,885,000 股，占公司总股本比例的 2.8541%；公司董事周存全先生直接持有公司 股份 40,000 股，占公司总股本比例的 0.0166%；公司董事会秘书严武军先生直接 持有公司股份 28,000 股，占公司总股本比例的 0.0116%。 二、本次减持计划的主要内容 （一） 减持主要内容 1、直接持有深圳市朗坤科技股份有限公司（以下简称"公司"）股份 6,885,000 股（占公司总股本比例的 2.8541%）的董事、副总经理杨友强先生，计划自本公 告披露之日起十五个交易日后的三个月内（2026 年 3 月 9 日至 2026 年 6 月 8 ...

Core Viewpoint - Longkun Technology is progressing with the construction of the organic waste resource comprehensive treatment center project in Tongzhou, Beijing, which has a daily processing capacity of 2,100 tons and is expected to be operational in the second half of 2026 [1] Group 1 - The project is being developed in accordance with government requirements and is steadily advancing [1] - The expected completion and operational date for the project is the second half of 2026 [1]

Group 1: Business Overview - The company has 35 licensed operating projects nationwide, with the highest market share in first-tier cities [4] - The core competitive advantages of the biomass resource regeneration sector include project layout, full-chain industry advantages, and a focus on sustainable aviation fuel (SAF) supply [4] Group 2: Project Updates - The Beijing Tongzhou Organic Waste Resource Comprehensive Treatment Center project has a daily processing capacity of 2,100 tons and is expected to be operational in the second half of 2026 [4] - The company adheres to a "stable operation, ensure renewal" principle for expiring licensed projects, with plans for competitive bidding or negotiations for renewals [5] Group 3: Policy and Market Insights - The timeline for domestic aviation fuel mandatory blending policies is currently uncertain, but the company has advantages in UCO supply due to its early layout in major cities [6] - The company is cautiously exploring mergers and acquisitions, focusing on core business and industry chain extensions [7] Group 4: International Expansion - The company has established subsidiaries in Singapore and Hong Kong to expand overseas, focusing on regions rich in bioenergy resources [8] - Preliminary research has been conducted in Brazil and Malaysia for biomass resource regeneration, while overseas market expansion will be approached steadily due to potential operational risks [8]

Investment Rating - The report assigns a "Buy" rating to the company, indicating a positive outlook for its stock performance relative to the market index [3]. Core Views - The UCO market is characterized by a clear supply-demand logic, with long-term scarcity locked in by fundamentals. The theoretical potential for supply is significant, but actual utilization is limited due to collection and processing challenges [2]. - Demand for UCO is expected to grow significantly due to policy drivers, particularly in the EU, where SAF demand is projected to reach 264 million tons by 2030 and 825 million tons by 2035, translating to UCO demand of approximately 245 million tons and 766 million tons respectively [2]. - The company has reported record high earnings for the first three quarters of 2025, with revenue of 1.386 billion yuan and a net profit of 249 million yuan, reflecting a year-on-year increase of 0.17% and 28.89% respectively [2]. - The company is actively responding to changes in overseas policies and has implemented strategies to mitigate risks associated with EU anti-dumping investigations [2]. Summary by Sections Market Overview - The price of UCO has seen a slight increase, with the price range for UCO in China reaching 7,500-7,600 yuan per ton, up by approximately 50 yuan per ton week-on-week [1]. - The average spot price for UCO-based HVO recorded 2,642.55 USD per ton, reflecting a 1.90% increase [1]. Financial Performance - The company’s revenue projections for 2025-2027 are estimated at 1.932 billion, 2.222 billion, and 2.562 billion yuan respectively, with corresponding net profits of 289 million, 357 million, and 437 million yuan [6][7]. - The earnings per share (EPS) are projected to be 1.20, 1.48, and 1.81 yuan for the years 2025, 2026, and 2027 respectively [6][7]. Production Capacity - The company has a current raw material capacity of approximately 50,000 tons per year and is expected to enhance UCO production capacity through various projects in major cities [5]. - The Beijing Tongzhou project is anticipated to be operational by the second half of 2026, with a designed processing capacity of 2,100 tons per day [5].

Investment Rating - The report assigns a "Buy" rating to the company, indicating a positive outlook for its stock performance relative to the market index [3]. Core Views - The UCO market is characterized by a clear supply-demand logic, with long-term scarcity locked in by fundamentals. The theoretical potential for supply is significant, but actual utilization is limited due to collection and processing constraints [2]. - Demand for UCO is expected to grow significantly due to policy drivers, particularly in the EU, where SAF demand is projected to reach 264 million tons by 2030 and 825 million tons by 2035, translating to UCO demand of approximately 245 million tons and 766 million tons respectively [2]. - The company has reported record high earnings for the first three quarters of 2025, with revenue of 1.386 billion yuan and a net profit of 249 million yuan, reflecting a year-on-year increase of 0.17% and 28.89% respectively [2]. Summary by Sections Market Overview - The price of UCO has seen a slight increase, with the price range for UCO in China reaching 7500-7600 yuan per ton, up by approximately 50 yuan per ton week-on-week [1]. - The average spot price for UCO-based HVO recorded at 2642.55 USD per ton, reflecting a 1.90% increase [1]. Supply and Demand Analysis - The theoretical total amount of waste oil in China is about 11 million tons, but only around 3 million tons are utilized due to various constraints [2]. - The company is actively expanding its UCO production capacity, with projects in major cities like Beijing and Guangzhou, which are expected to enhance its supply capabilities [5]. Financial Projections - Revenue projections for the company are estimated at 1.931 billion yuan in 2025, 2.222 billion yuan in 2026, and 2.562 billion yuan in 2027, with corresponding net profits of 289 million yuan, 357 million yuan, and 437 million yuan [6][7]. - The expected EPS for the years 2025, 2026, and 2027 are 1.20 yuan, 1.48 yuan, and 1.81 yuan respectively, with P/E ratios of 22.43, 18.13, and 14.82 [6][7].

Investment Rating - The report recommends a "Buy" rating for several companies in the environmental sector, including Lianmei Holdings, Shanggou Environmental, Longkun Technology, Weiming Environmental, Hanlan Environment, Dadi Ocean, Shanghai Industrial Holdings, and Conch Venture [1]. Core Insights - The transition from "energy consumption dual control" to "carbon emission dual control" is emphasized, with a focus on circular reduction and green energy industries. The year 2026 marks the first year of full transition to carbon emission dual control, with significant efforts expected in carbon reduction [1][11]. - The report highlights the impact of the EU carbon tariff, which will officially be implemented on January 1, 2026, significantly increasing the cost of exports from China to the EU. Current carbon prices in the EU are around 80-90 euros per ton, compared to approximately 81 yuan per ton in China [1][16]. - Companies involved in the circular economy, such as those in recycling and green energy, are recommended for investment due to their potential to reduce carbon emissions and adapt to new regulations [1][17]. Summary by Sections Section 1: Carbon Emission Dual Control Implementation - The "14th Five-Year Plan" shifts focus to carbon emission control, emphasizing the need for a new energy system and the integration of carbon reduction, pollution reduction, and green growth [11][12]. Section 2: Fund Holdings in Environmental Stocks - As of Q4 2025, the fund allocation for environmental stocks is only 0.23%, a decrease of 0.13 percentage points year-on-year, indicating a recovery trend since the lows of 2020 [21][26]. Section 3: Biodiesel Market Insights - The price of UCO (Used Cooking Oil), a key raw material for biodiesel, has increased by 7.6% to $1,060 per ton, while SAF (Sustainable Aviation Fuel) prices have decreased slightly but remain high at $2,150 per ton [31][35]. Section 4: Policy and Event Tracking in the Dual Carbon Field - Recent policies emphasize the construction of zero-carbon factories and the promotion of green development, with specific targets set for various industries by 2030 [39][40]. Section 5: Key Company Valuations and Financial Analysis - The report provides detailed financial metrics for key companies, including earnings per share (EPS), price-to-earnings (PE) ratios, and return on equity (ROE), indicating a generally positive outlook for the sector [4].

Core Viewpoint - Longkun Technology (301305) emphasizes its commitment to strictly adhere to regulatory requirements by timely and accurately disclosing the company's operational status and core information [1] Group 1 - The company engages with investors through an interactive platform to address inquiries [1] - Longkun Technology reassures stakeholders of its transparency in communication regarding business operations [1] - The company highlights its compliance with regulatory standards in information disclosure [1]

Group 1 - The core point of the article is that Langkun Technology has completed trial production for its first phase of a 260-ton production line and has passed inspections from multiple downstream clients [2] - The company acknowledges that its business is subject to uncertainties due to policy changes and macroeconomic factors, urging investors to make cautious decisions [2]