中信证券发布研报称，首次覆盖首钢朗泽（02553），给予“买入”评级，目标价高达44港元，相较研报发布时的26.38港元还有66.79%的上涨空间，随着新项目逐步投产，预计公司2026-2028年营业收入分别为6.57/8.60/15.46亿元。公司作为AI合成生物CCUS专精特新龙头，短期受气源、乙醇价格扰动业绩承压；但随着产品成熟落地、四大基地产能持续修复，公司依托园区供气项目缓解气源约束、技术授权模式打开增量，叠加一二代核心技术更新迭代、政策红利加持，SAF、绿色聚乙烯、生物活性肽等多条新业务管线同步推进，在中长期拥有充足的发展空间。
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