生物质资源再生

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 朗坤科技:公司持有深圳生物制造产业创新中心有限公司2%的股权
 Mei Ri Jing Ji Xin Wen· 2025-10-27 04:06
(文章来源:每日经济新闻) 朗坤科技(301305.SZ)10月27日在投资者互动平台表示,公司持有深圳生物制造产业创新中心有限公 司2%的股权。该创新中心是国家发改委批复的唯一一个国家级合成生物产业创新中心。业务方面,公 司核心布局合成生物智造与生物质资源再生业务两大板块,其中合成生物是战略聚焦的核心赛道。 每经AI快讯,有投资者在投资者互动平台提问:请问公司持有国家生物制造产业创新中心多少股份? 公司在生物制药方面有发展预期? ...
 朗坤科技(301305):盈利能力提升 合成生物业务蓄势待发
 Xin Lang Cai Jing· 2025-10-25 06:39
 Core Viewpoint - The company reported a significant increase in net profit for Q3 2025, driven by strong demand and rising prices for its core product, waste cooking oil, which is a key raw material for sustainable aviation fuel (SAF) [2][3]   Financial Performance - For the first three quarters of 2025, the company achieved operating revenue of 1.386 billion yuan, a slight increase of 0.17% year-on-year; net profit attributable to shareholders was 249 million yuan, representing a year-on-year growth of 28.89% [1] - In Q3 alone, the net profit increased by 39.55% year-on-year, indicating a strong quarterly performance [2] - The company's operating cash flow remained robust, with a net amount of 367 million yuan for the first three quarters, up 5.80% year-on-year [2]   Business Development - The company's biomass resource regeneration business is a core driver of its performance growth, benefiting from the upcoming mandatory blending ratio policy for SAF in Europe, which is expected to boost demand and prices for used cooking oil (UCO) [3] - The company has secured long-term stable rights for kitchen waste treatment through a BOT model, ensuring a low-cost supply of raw materials [3] - Currently, the company operates 35 biomass resource regeneration centers, with 21 already in operation, including five projects with a daily processing capacity of over 1,000 tons [3]   Synthetic Biology Initiatives - The company is actively expanding into synthetic biology, with its human milk oligosaccharides (HMO) product entering the trial production phase [4] - The first phase of the HMO project involves 260 tons and is progressing smoothly, with key products receiving necessary approvals and certifications for market access [4] - The company has established connections with major target customers and is entering the qualification process for leading dairy enterprises, which is expected to generate revenue and profit starting next year [4]   Revenue Forecast - The company is projected to achieve operating revenues of 1.901 billion, 2.363 billion, and 2.750 billion yuan for 2025, 2026, and 2027, respectively, with year-on-year growth rates of 6.15%, 24.30%, and 16.38% [4] - Net profit attributable to shareholders is expected to be 300 million, 381 million, and 444 million yuan for the same years, with growth rates of 39.40%, 26.83%, and 16.48% [4] - Based on the closing price on October 24, 2025, the corresponding price-to-earnings ratios (PE) are projected to be 16.75, 13.20, and 11.34, with earnings per share (EPS) of 1.25, 1.58, and 1.84 yuan [4]

