首钢朗泽:短期波折不改长期价值,CCUS行业先锋稳健前行

格隆汇
02 Jul

首钢朗泽招股暂缓虽引发关注,但无碍其在港股碳捕集行业的核心地位与长远价值。​自2011年成立,首钢朗泽便深耕CCUS领域,通过合成生物技术创新,实现低碳产品商业化与规模化,这得益于多年技术积累与研发投入,构筑了坚实技术壁垒。其生物乙醇、微生物蛋白等产品契合全球低碳需求,环保优势显著,客户群稳定,市场竞争力强劲。​ 据悉,此次招股暂缓源于子公司诉讼,但属上市进程插曲,未触及业务核心。公司日常运营稳健,CCUS技术优势、商业模式及管理团队专业度均未受影响。反而可借此优化管理、强化风控,为后续上市夯实基础。​ CCUS作为应对气候变化的关键技术,正迎发展机遇。各国政策支持叠加市场需求增长,首钢朗泽凭先发优势与技术实力占据有利地位,未来有望持续引领行业。​ 此外,公司管理团队专业,股东背景多元强大,提供资源与韧性。综上,短期波动不改长期价值,首钢朗泽有望在资本市场绽放光彩,助力全球低碳事业。

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