Core Points - Langkun Technology experienced a stock decline of 2.84% on September 23, with a trading volume of 125 million yuan [1] - The company reported a financing buy-in of 11.33 million yuan and a financing repayment of 16.24 million yuan on the same day, resulting in a net financing outflow of 4.91 million yuan [1] - As of September 23, the total margin balance for Langkun Technology was 146 million yuan, representing 5.41% of its circulating market value, which is above the 90th percentile of the past year [1] - The company has not engaged in any short selling activities on September 23, with a short selling balance of 0 [1] Financial Performance - As of June 30, Langkun Technology had 21,200 shareholders, an increase of 3.46% from the previous period [2] - The average number of circulating shares per shareholder decreased by 5.19% to 5,825 shares [2] - For the first half of 2025, the company reported a revenue of 855 million yuan, a year-on-year decrease of 4.31%, while the net profit attributable to shareholders increased by 22.36% to 147 million yuan [2] Dividend Information - Since its A-share listing, Langkun Technology has distributed a total of 121 million yuan in dividends [3]

Investment Rating - The report maintains a positive outlook on the power and gas sectors, indicating a favorable investment environment for these industries [4]. Core Insights - In August, the average daily power generation exceeded 30 billion kilowatt-hours for the first time, with total industrial power generation reaching 936.3 billion kilowatt-hours, a year-on-year increase of 1.6% [9][57]. - The report highlights the continued growth of thermal power and the significant contribution of renewable energy sources, particularly wind and solar power, to the overall power generation increase [10][11]. - Global gas prices are experiencing narrow fluctuations, with a stable supply-demand balance in the market, particularly in the U.S. and Europe [20][29]. Summary by Sections 1. Power Generation - In August, the total power generation was 936.3 billion kilowatt-hours, with a daily average of 30.2 billion kilowatt-hours, marking a 1.6% increase year-on-year [9][57]. - The breakdown of power generation types shows thermal power at 6,274 billion kilowatt-hours (up 1.7%), hydropower at 1,479 billion kilowatt-hours (down 10.1%), nuclear power at 645 billion kilowatt-hours (up 5.9%), wind power at 738 billion kilowatt-hours (up 20.2%), and solar power at 538 billion kilowatt-hours (up 15.9%) [11][58]. - The report emphasizes the strong growth of renewable energy, with wind and solar power showing significant year-on-year increases of 20.2% and 15.9%, respectively [10][11]. 2. Natural Gas - As of September 19, the Henry Hub spot price was $2.89/mmBtu, reflecting a weekly decrease of 1.80%, while the TTF spot price in Europe remained stable at €32.00/MWh [20][21]. - The report notes that U.S. natural gas production remains high, contributing to a stable supply-demand balance and low price fluctuations [23][29]. - The LNG ex-factory price in China was 4,019 yuan/ton, with a weekly decrease of 0.84%, indicating a softening market due to weak domestic demand [41][44]. 3. Investment Recommendations - For hydropower, the report recommends companies like Guotou Power, Chuan Investment Energy, and Yangtze Power due to stable growth and financial benefits from interest rate cuts [18]. - In the renewable energy sector, companies such as Xintian Green Energy and Funi Co. are highlighted for their stable returns and high profitability [18]. - The report suggests focusing on integrated natural gas traders like New Hope Energy and Shenzhen Gas, as well as city gas companies benefiting from cost reductions [44].

证券日报网讯 9月19日晚间，朗坤科技发布公告称，公司及子公司不存在对合并报表范围外单位提供担 保的事项，不存在逾期担保的情况，亦不涉及诉讼的担保金额及因担保被判决败诉而应承担的担保金额 等。 （文章来源：证券日报） ...

Core Viewpoint - Longkun Technology announced a cash dividend distribution plan for the first half of 2025, proposing a payout of 2.00 RMB per 10 shares, including tax [2] Summary by Categories Dividend Distribution - The company will distribute a cash dividend of 2.00 RMB for every 10 shares held [2] - The record date for the dividend is set for September 25, 2025 [2] - The ex-dividend date is scheduled for September 26, 2025 [2]

证券代码：301305 证券简称：朗坤科技 公告编号：2025-070 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 ...

深圳市朗坤科技股份有限公司 证券代码：301305 证券简称：朗坤科技 公告编号：2025-071 关于2025年半年度权益分派实施的公告 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。 深圳市朗坤科技股份有限公司（以下简称"公司"或"本公司"）2025 年 半年度权益分派方案已获 2025 年 9 月 11 日召开的 2025 年第一次临时股东会审 议通过，现将权益分派事宜公告如下： 一、股东会审议通过利润分配方案等情况 1、公司 2025 年半年度利润分配方案已获 2025 年 9 月 11 日召开的 2025 年 第一次临时股东会审议通过，分配方案的具体内容为：截至 2025 年 6 月 30 日总 股本 241,228,204 股为基数分配利润，向全体股东每 10 股派发现金红利人民币 2 元（含税），预计派发现金红利总额为人民币 48,245,640.80 元，公司不进行公 积金转增股本，不送红股。若公司股本总额在利润分配实施前发生变化，公司将 按照分配比例不变的原则对分配总额进行相应调整。 2、自本次分配方案披露至本公告披露日，公司股本总额未发生 ...

中国经济网北京9月18日讯朗坤科技（301305）(301305.SZ)今日股价下跌，截至收盘报21.09元，跌幅 5.17%。 朗坤科技于2023年5月23日在深交所创业板上市，发行数量为60,892,700股，发行价格为25.25元/股，保 荐人(主承销商)为招商证券股份有限公司，保荐代表人为李寿春、王玉亭。 朗坤科技首次公开发行股票募集资金总额为153,754.07万元，募集资金净额为142,499.56万元。公司最终 募集资金净额比原计划多30,269.62万元。朗坤科技于2023年5月17日发布的招股说明书显示，该公司拟 募集资金112,229.94万元，分别用于中山市南部组团垃圾综合处理基地有机垃圾资源化处理项目、研发 中心及信息化建设项目、补充流动资金。 朗坤科技首次公开发行股票的发行费用合计11,254.51万元，其中，保荐及承销费用8,630.54万元。 上市第三日，即2023年5月25日，朗坤科技盘中创下上市以来最高价29.57元。该股目前处于破发状态。 ...

Core Viewpoint - The increase in biodiesel prices is closely related to industry development trends, driven by rising global demand for green energy and international policies promoting low-carbon ship fuel transitions [1] Group 1: Industry Outlook - The demand for biodiesel is expected to rise due to macroeconomic factors, enhancing market expectations and potentially leading to price increases [1] - Price increases, in the context of stable costs, could positively impact product gross margins and company profits [1] Group 2: Price Influences - Biodiesel prices are influenced by multiple factors, including crude oil prices, commodity cycles, policies, and trade environments, which introduce uncertainties [1]

Investment Rating - The report maintains a positive outlook on the power and gas sectors, recommending various companies within these industries for investment [5][14]. Core Insights - The report highlights the competitive results of the electricity pricing mechanism in Shandong, indicating that wind power is favored over solar power, with wind power pricing at 0.319 CNY/kWh and solar at 0.225 CNY/kWh [9][10]. - A new pricing mechanism for nearby consumption of renewable energy has been established, clarifying economic responsibilities and allowing renewable projects to pay for supply reliability [12][13]. - Global gas prices are showing mixed trends, with European and Asian prices rising while U.S. prices are declining, reflecting varying supply and demand dynamics [15][20]. Summary by Sections 1. Electricity: Shandong Pricing Mechanism and New Renewable Energy Policies - Shandong's first competitive pricing results show wind power projects with a total capacity of 3.5911 GW and a mechanism electricity price of 0.319 CNY/kWh, while solar projects have a capacity of 1.265 GW and a price of 0.225 CNY/kWh [9][11]. - The new pricing mechanism for nearby consumption aims to enhance the utilization of renewable energy and reduce the pressure on the power system [12][13]. 2. Gas: Global Price Variations - As of September 12, U.S. Henry Hub spot prices are at $2.94/mmBtu, down 3.61% week-on-week, while European TTF prices are at €32.00/MWh, up 1.27% [15][16]. - The report notes that U.S. gas production remains high despite a slight decline, while European prices are influenced by supply constraints and increased heating demand due to cooler temperatures [15][20]. 3. Weekly Market Review - The gas sector outperformed the Shanghai and Shenzhen 300 index, while the public utilities, power, and environmental sectors underperformed [36]. 4. Company and Industry Dynamics - Recent announcements include the implementation of market-oriented pricing reforms for renewable energy in Jiangxi province, effective from October 2025 [40]. - The report also discusses various company announcements, including operational updates and financial instruments [43]. 5. Key Company Valuation Tables - The report provides valuation metrics for key companies in the public utility sector, highlighting buy and hold recommendations for several firms based on their earnings and price-to-earnings ratios [45][46].

北京德恒（深圳）律师事务所 关于深圳市朗坤科技股份有限公司 2025 年第一次临时股东会 的法律意见 深圳市福田区金田路 4018 号安联大厦 B 座 11 楼 电话:0755-88286488 传真:0755-88286499 邮编:518026 北京德恒（深圳）律师事务所 关于深圳市朗坤科技股份有限公司 2025 年第一次临时股东会的法律意见 北京德恒（深圳）律师事务所 关于深圳市朗坤科技股份有限公司 2025 年第一次临时股东会 的法律意见 德恒 06G20230259-00021 号 致：深圳市朗坤科技股份有限公司 深圳市朗坤科技股份有限公司（以下简称"公司"）2025 年第一次临时股 东会（以下简称"本次会议"）于 2024 年 9 月 11 日（星期四）召开。北京德 恒（深圳）律师事务所（以下简称"德恒"）受公司委托，指派叶兰昌律师、 罗晋航律师（以下简称"德恒律师"）出席了本次会议。根据《中华人民共和 国证券法》（以下简称"《证券法》"）、《中华人民共和国公司法》（以下 简称"《公司法》"）、中国证券监督管理委员会《上市公司股东会规则》 （以下简称"《股东会规则》"）、《深圳市朗坤科技股份有限公 ...