天眼查商业履历信息显示，深圳市朗坤科技股份有限公司，成立于2001年，位于深圳市，是一家以从事 公共设施管理业为主的企业。企业注册资本24028.7204万人民币，实缴资本5009.36万人民币。公司法定 代表人为陈建湘。 通过天眼查大数据分析，深圳市朗坤科技股份有限公司共对外投资了73家企业，参与招投标项目199 次，知识产权方面有商标信息28条，专利信息155条，此外企业还拥有行政许可30个。 来源：金融界 金融界消息 截至2025年8月12日收盘，朗坤科技（301305）报收于19.26元，下跌0.57%，换手率 2.84%，成交量3.52万手，成交金额6782.55万元。 资金流向方面，今日主力资金净流出1644.67万元，占比成交额24.25%。其中，超大单净流出850.44万 元、占成交额12.54%，大单净流出794.23万元、占成交额11.71%，中单净流出流入20.83万元、占成交 额0.31%，小单净流入1623.84万元、占成交额23.94%。 朗坤科技最新一期业绩显示，截至2025一季报，公司营业总收入4.12亿元、同比减少16.47%，归属净利 润7684.30万元，同比增长94.7 ...

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].

证券之星消息，8月1日环境治理板块较上一交易日上涨0.82%，金科环境领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。环境治理板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688466 | 我的不错 | 21.63 | 11.27% | 4.93万 | | 1.06亿 | | 603686 | 福龙马 | 16.85 | 6.51% | 61.30万 | | 10.17亿 | | 688335 | 复洁坏保 | 14.14 | 4.90% | 4 3.86万 | | 5418.25万 | | 605069 | 正和生态 | 11.34 | 4.81% | 15.95万 | | 1.80亿 | | 000685 | 中山公用 | 9.78 | 4.26% | 24.52万 | | 2.37亿 | | 301259 | 文布鲁 | 41.64 | 4.26% | 6.54万 | | 2.70亿 | | ...

相关上市企业：山高环能（000803）、天基生物（874646）、卓越新能（688196）、朗坤科技 （301305）、嘉澳环保（603822）、海新能科（300072）、鹏鹞环保（300664）等。 相关企业：四川健骑士生物科技有限公司、郑州中洁废弃油脂处理有限公司、临海市绿马废弃油脂有限 公司、萧县康得利油脂科技有限公司、连云港市金来福油脂有限公司、苏州丰倍生物科技股份有限公 司、东千里驹再生资源利用有限公司、陕西荣元再生能源发展有限公司等。 内容概要：近年来，我国废弃油脂回收行业市场规模总体呈现上升趋势，从2020年的77.36亿元增长至 2024年220亿元。这一方面得益于国家对环保重视程度的提高，出台了一系列政策鼓励废弃油脂的回收 利用，如2024年3月国务院发布的《推动大规模设备更新和消费品以旧换新行动方案》中，提出积极有 序发展以废弃油脂、非粮生物质为主要原料的生物质液体燃料。另一方面，我国对生物燃料的持续关 注，以废弃油脂为原料的生物柴油凭借其突出的碳减排优势，重要性日益增强，这使得废弃油脂回收行 业市场规模不断扩大。 关键词：废弃油脂回收、废弃油脂、餐饮、产量、市场规模 一、废弃油脂回收行业 ...

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% | ...