Core Viewpoint - The rare earth permanent magnet sector is experiencing a significant upward trend, with notable stock price increases among key companies in the industry [1] Group 1: Company Performance - Wolong New Energy has reached its daily limit increase in stock price [1] - Hengdian East Magnetic has seen a stock price increase of over 8% [1] - Other companies such as Galaxy Magnetic, Huicheng Environmental Protection, Lingyi Zhizao, and Greeenmei have also experienced stock price increases [1]

Core Viewpoint - The company, Langkun Technology, has made significant progress in its HMO (Human Milk Oligosaccharides) project, which is now in the trial production phase, marking a substantial breakthrough in synthetic biology manufacturing [1] Group 1: HMO Project Development - The company's wholly-owned subsidiary, Langjian Biotechnology, has entered trial production for its first phase of HMO with an annual production capacity of 260 tons [1] - The second phase, with an expected annual capacity of 740 tons, is projected to commence production in 2026, bringing total capacity to 1,000 tons per year [1] - Langkun Technology has become the first domestic company approved for LNnT (Lactose-N-Tetraose) as a food additive, indicating a potential to disrupt the market dominated by foreign companies [1] - The future applications of HMOs extend beyond infant formula to health supplements and functional foods, suggesting a higher market ceiling [1] - The success of the HMO project validates the company's capability in producing high-end products using synthetic biology technology, which can be applied to develop other high-value products [1] Group 2: Traditional Business and Market Impact - The company's traditional business focuses on the harmless treatment and resource utilization of organic solid waste, including food waste and urban household waste [2] - The upcoming National Day and Mid-Autumn Festival holidays are expected to increase the volume of restaurant and household waste, positively impacting the company's short-term revenue [2] - Despite a 4.31% year-on-year decline in main revenue to 855 million yuan in the first half of 2025, the company reported a 22.36% increase in net profit attributable to shareholders, indicating strong profitability [1]

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 ...

Core Points - Langkun Technology's stock price fell by 5.17% to 21.09 yuan as of the close on September 18, 2023 [1] - The company was listed on the Shenzhen Stock Exchange's ChiNext board on May 23, 2023, with an initial offering price of 25.25 yuan per share [1] - The stock reached its highest price of 29.57 yuan on May 25, 2023, just two days after listing, but is currently in a state of decline [1] Fundraising and Financials - Langkun Technology raised a total of 153.75 million yuan through its initial public offering (IPO), with a net amount of 142.50 million yuan after expenses [1] - The net fundraising amount exceeded the original plan by 30.27 million yuan [1] - The funds are intended for projects including an organic waste resource treatment facility in Zhongshan, a research and development center, and working capital [1] IPO Costs - The total expenses related to the IPO amounted to 11.25 million yuan, with underwriting and sponsorship fees accounting for 8.63 million yuan [1]

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]