Shares of Shougang Lanza (02553) have surged more than 17% against the broader market trend, now trading over 140% above its IPO price of HK$14.60. At the time of writing, the stock is up 4.81% to HK$31.80, with a turnover of HK$65.9272 million.

Public information indicates that the company is deeply engaged in the Carbon Capture, Utilization, and Storage (CCUS) sector. It specializes in using carbon-rich industrial off-gas from steel and ferroalloy plants as raw materials. Through carbon capture and utilization technologies, it produces low-carbon products like ethanol and microbial protein, while also offering comprehensive low-carbon solutions.

According to Frost & Sullivan statistics based on 2025 data, Shougang Lanza is the largest company globally in the CCUS industry utilizing synthetic biology technology. It is reported that the International Energy Agency (IEA) has identified CCUS as one of the key technologies for achieving global carbon neutrality, projecting cumulative global investment in the carbon capture market to reach $160 billion by 2030.

Concurrently, the rapid expansion of the global Sustainable Aviation Fuel (SAF) market is creating new opportunities for the CCUS industry. The company's prospectus discloses that Shougang Lanza plans to construct a Sustainable Aviation Fuel facility in Baotou, Inner Mongolia, in 2026, with operations commencing in 2027. This move is expected to open up long-term growth potential by extending the company's industrial chain.