2月27日，路德科技涨5.41%，截至发稿，报22.21元/股，成交6121.53万元，换手率2.82%，总市值22.37 亿元。路德科技股价已经连续3天上涨，区间累计涨幅7.94%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，路德生物环保科技股份有限公司位于湖北省武汉市东湖新技术开发区未来科技城九龙湖街51 号，成立日期2006年8月9日，上市日期2020年9月22日，公司主营业务涉及公司为致力于高含水废弃物 领域技术研发及产业化应用的高新技术企业,专注于河湖淤泥、工程泥浆及工业糟渣等高含水废弃物的 处理,运用自主研发的泥浆脱水固结一体化、有机糟渣微生物固态发酵等核心技术体系,形成特有的创新 型环保技术装备与系统,以工厂化方式高效能地实现了高含水废弃物减量化、无害化、稳定化处理与资 源化利用。主营业务收入构成为：白酒糟生物发酵饲料业务62.51%，无机固废处理服务业务16.30%， 无机固废处理 ...

在主营业务方面，公司持续优化产品与客户结构、拓展销售渠道、推进降本增效，重点提升白酒糟生物 发酵饲料新厂运营效率，相关业务新厂产能、销量及收入实现稳步增长。2025年生物发酵饲料销量同比 增长超50%;2024年四季度投产的3个新厂产能爬坡顺利，其中两家于2025年9月实现产品线盈利。 路德科技(688156.SH)披露2025年度业绩快报，公司实现营业收入3.83亿元，较上年同期上涨37.85%;实 现归属于母公司所有者的净亏损7031.94万元;实现归属于母公司所有者的扣除非经常性损益的净亏损 7388.83万元。 ...

主营业务方面，公司持续优化产品与客户结构、拓展销售渠道、推进降本增效，重点提升白酒糟生物发 酵饲料新厂运营效率，相关业务新厂产能、销量及收入实现稳步增长。2025年生物发酵饲料销量同比增 长超50%；2024年四季度投产的3个新厂产能爬坡顺利，其中两家于2025年9月实现产品线盈利。 格隆汇2月26日丨路德科技(688156.SH)公布2025年度业绩快报，报告期内，公司实现营业收入3.83亿 元，较上年同期上涨37.85%；实现归属于母公司所有者的净利润-7,031.94万元，较上年同期下降 1,376.78万元；实现归属于母公司所有者的扣除非经常性损益的净利润-7,388.83万元，较上年同期下降 1,421.48万元。 ...

Core Viewpoint - The company, Lude Technology (688156.SH), anticipates a net loss of approximately 63 million yuan attributable to shareholders for the fiscal year 2025, despite ongoing efforts to optimize product and customer structure, expand sales channels, and enhance cost efficiency [1] Group 1: Financial Performance - The expected net profit for 2025 is projected to be around -63 million yuan [1] - The company is experiencing a decline in gross margin for its liquor lees bio-fermented feed business compared to the same period last year due to high fixed cost amortization pressures [1] Group 2: Business Operations - The company is focusing on improving production efficiency at its new bio-fermented feed plants, which have shown steady growth in capacity, sales, and revenue [1] - Sales volume for bio-fermented feed is expected to increase by over 50% year-on-year in 2025 [1] - Three new plants that commenced production in Q4 2024 are ramping up well, with two plants achieving product line profitability starting September 2025 [1]

Core Viewpoint - The strategic cooperation between Lude Technology and Guotou Juli Investment Management aims to enhance collaboration in the biomanufacturing sector, with a total investment of 117 million yuan in three subsidiaries focused on high-quality bio-fermented feed production [1][2]. Group 1: Investment Details - Guotou Juli's subsidiary, Juli Hangshi Fund, plans to invest 11.7 million yuan in Lude Technology's three bio-fermented feed subsidiaries: 35 million yuan in Bozhou Lude, 45 million yuan in Suqian Lude, and 37 million yuan in Yongle Lude [1]. - The investment is part of a broader strategy to support the development of the biomanufacturing industry, with the goal of increasing the industry's output value to 60 billion yuan by the end of the 14th Five-Year Plan [1]. Group 2: Company Transformation and Commitments - The three subsidiaries are central to Lude Technology's transition from environmental governance to high-tech biomanufacturing, utilizing by-products from the food industry to produce bio-fermented feed [2]. - Lude Technology commits to investing no less than 30 million yuan in research and development for protein feed resources between 2026 and 2028, with a sales target of at least 280,000 tons of bio-fermented feed made from liquor lees in 2026 [2]. - By 2028, Lude Technology aims for at least 10% of its soy sauce-flavored feed products to contain a protein content of no less than 26% [2]. Group 3: Strategic Advantages - The investment from Juli Hangshi Fund is expected to enhance Lude Technology's existing capacity and facilitate the planning of new capacities, transforming technological advantages into market and industrial advantages [2]. - Leveraging the strategic resources of the Guotou system will allow Lude Technology to integrate more deeply into the national biomanufacturing landscape, while collaboration with local investment funds will accelerate market expansion in key agricultural regions [2].

Core Viewpoint - Lude Technology (688156.SH) is enhancing its subsidiary's capital strength and supporting the development of its bioconversion feed business by introducing a new shareholder through a capital increase [1] Group 1: Capital Increase Details - The subsidiary, Suqian Lude, plans to introduce Julei Hangshi as a new shareholder through a capital increase [1] - Julei Hangshi intends to invest 45 million yuan, subscribing to 45 million yuan of new registered capital [1] - After the capital increase, Julei Hangshi will hold 42.8571% of Suqian Lude's equity, while the company will retain 57.1429%, maintaining its status as the controlling shareholder [1]

Group 1 - The core business of the company focuses on the treatment of high-water-content waste, including river and lake sludge, engineering mud, and industrial residues, utilizing proprietary technologies for efficient waste reduction and resource utilization [2] - The company's revenue composition includes 62.51% from biological fermentation feed for liquor residue, 16.30% from inorganic solid waste treatment services, 13.09% from engineering mud services, and 3.21% from river and lake sludge services [2] - As of September 30, the number of shareholders decreased by 6.68% to 3,867, while the average circulating shares per person increased by 7.16% to 26,044 shares [3] Group 2 - For the period from January to September 2025, the company achieved a revenue of 254 million yuan, representing a year-on-year growth of 14.15%, while the net profit attributable to the parent company was a loss of 16.13 million yuan, a decrease of 368.25% year-on-year [3] - The company's stock price has increased by 15.82% year-to-date, with a recent 5-day increase of 1.23%, but a decline of 6.17% over the past 20 days and 22.85% over the past 60 days [1] - The company has appeared on the trading leaderboard once this year, with a net buy of 7.33 million yuan on April 8, accounting for 28.79% of total trading volume [1]

Core Viewpoint - The stock of Lude Technology has experienced fluctuations, with a year-to-date increase of 39.91% but a recent decline in the last few trading days, indicating potential volatility in investor sentiment [1]. Company Overview - Lude Technology, established on August 9, 2006, and listed on September 22, 2020, is located in Wuhan, Hubei Province. The company focuses on the research and industrial application of high-water-content waste treatment, particularly in areas such as river and lake sludge, engineering mud, and industrial residues [2]. - The company utilizes proprietary technologies for waste treatment, including integrated dewatering and solidification of sludge and microbial solid-state fermentation of organic residues, aiming for efficient reduction, harmlessness, stabilization, and resource utilization of high-water-content waste [2]. Business Performance - For the period from January to September 2025, Lude Technology reported a revenue of 254 million yuan, reflecting a year-on-year growth of 14.15%. However, the net profit attributable to shareholders was -16.13 million yuan, a significant decrease of 368.25% compared to the previous year [3]. - The company's revenue composition includes 62.51% from the production of biological fermentation feed from liquor residues, 16.30% from inorganic waste treatment services, 13.09% from engineering mud services, and 3.21% from river and lake sludge services [2]. Shareholder Information - As of September 30, the number of shareholders for Lude Technology was 3,867, a decrease of 6.68% from the previous period. The average number of circulating shares per shareholder increased by 7.16% to 26,044 shares [3].

Core Viewpoint - The stock of Lude Environment has shown a significant increase in price and trading activity, indicating positive market sentiment and potential growth opportunities for the company [1][3]. Group 1: Stock Performance - As of November 13, Lude Environment's stock price rose by 2.04% to 19.51 CNY per share, with a total market capitalization of 1.965 billion CNY [1]. - Year-to-date, the stock has increased by 44.20%, with a slight increase of 1.04% over the last five trading days and a decrease of 7.80% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net buy of 7.3282 million CNY on April 8 [1]. Group 2: Company Overview - Lude Environment, established on August 9, 2006, and listed on September 22, 2020, is based in Wuhan, Hubei Province, focusing on high-water-content waste treatment [2]. - The company specializes in the treatment of high-water-content waste such as river and lake sludge, engineering mud, and industrial residues, utilizing proprietary technologies for efficient waste reduction and resource utilization [2]. - The revenue composition includes 62.51% from bioconversion feed for liquor residue, 16.30% from inorganic solid waste treatment services, and smaller contributions from other waste treatment services [2]. Group 3: Financial Performance - For the period from January to September 2025, Lude Environment reported a revenue of 254 million CNY, reflecting a year-on-year growth of 14.15% [3]. - The company experienced a net loss attributable to shareholders of 16.1268 million CNY, a significant decrease of 368.25% compared to the previous period [3]. - Cumulatively, the company has distributed 61.1873 million CNY in dividends since its A-share listing, with 15.1071 million CNY distributed over the last three years [3].

Core Viewpoint - Lude Environment has experienced a stock price increase of 42.50% year-to-date, but recent trading shows a decline in the last 20 and 60 days, indicating potential volatility in the stock performance [1][3]. Company Overview - Lude Environment, established on August 9, 2006, and listed on September 22, 2020, is based in Wuhan, Hubei Province. The company focuses on high-water-content waste treatment, particularly in areas such as river and lake sludge, engineering mud, and industrial residues [2]. - The company utilizes proprietary technologies for waste treatment, including integrated dewatering and solidification of mud and microbial solid-state fermentation of organic residues, aiming for efficient reduction, harmlessness, stabilization, and resource utilization of high-water-content waste [2]. Financial Performance - For the period from January to September 2025, Lude Environment reported a revenue of 254 million yuan, reflecting a year-on-year growth of 14.15%. However, the net profit attributable to shareholders was a loss of 16.13 million yuan, a significant decrease of 368.25% compared to the previous year [3]. - The company has distributed a total of 61.19 million yuan in dividends since its A-share listing, with 15.11 million yuan distributed over the past three years [4]. Shareholder Information - As of September 30, the number of shareholders for Lude Environment was 3,867, a decrease of 6.68% from the previous period. The average number of circulating shares per shareholder increased by 7.16% to 26,044 shares [3].