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YDDL ID: 40001528
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    Multiple municipal governments expressed interest in follow-up cooperation discussions.
    $One and one Green Technologies (YDDL.US)$ The company recently announced that, as the sole invited enterprise, it attended the second-quarter 2026 meeting of the Provincial Solid Waste Management Board and delivered a featured presentation. The official government environmental conference took place on June 23, 2026, in Santa Cruz, Laguna Province, Philippines, with approximately 60 environmental officials from various cities and provinces across the Philippines in attendance.
    Caption (left to right): Mr. Huajun Yan, Chief Operating Officer and Director of YDDL; YDDL’s operating subsidiary, Yoda Metal and Crafts Trading and Services Corp., delivering its formal presentation at the conference.
    At the conference, YDDL introduced its recycling operations, processing capabilities, and local business expansion plans to government representatives. The meeting was convened by the Provincial Solid Waste Management Board as part of its quarterly government environmental agenda, with attendees consisting exclusively of provincial and municipal environmental officials.
    Following the featured presentation, representatives from environmental departments of multiple cities and provinces expressed support for the company’s waste recycling operations and resource circularity initiatives. Representatives from several municipal governments proposed holding dedicated follow-up meetings to further discuss potential collaboration frameworks...
    YDDL was invited to attend and deliver a speech at the Philippine provincial government’s environmental conference on waste management.
    $One and one Green Technologies (YDDL.US)$ The company recently announced that shareholders beneficially owning 5% or more of its outstanding Class A ordinary shares have voluntarily agreed to further extend the lock-up period on their shares by six months. The extended lock-up period will run from July 9, 2026, through January 9, 2027.
    Shareholders participating in this voluntary lock-up extension collectively hold approximately 31 million Class A ordinary shares, representing about 67.7% of the company’s total outstanding shares.
    This voluntary extension of the lock-up period reflects major shareholders’ continued confidence in YDDL’s long-term growth strategy, business prospects, and ability to create long-term shareholder value. Under this voluntary arrangement, participating shareholders have agreed not to directly or indirectly sell, transfer, pledge, hedge, or otherwise dispose of their shares during the extended period, except for customary permitted exceptions.
    This lock-up extension follows the company’s earlier announcement of voluntary lock-up commitments by insiders and further demonstrates major shareholders’ alignment with the company’s long-term growth objectives.
    Tina Yan, Chairwoman and CEO of YDDL, stated: “This voluntary commitment reflects our major shareholders’ confidence in the company’s long-term outlook and growth opportunities. As we continue to expand our recycling capacity, advance new resource recovery projects, and strengthen our vertically integrated operating platform, the company will...
    $One and one Green Technologies (YDDL.US)$ The company recently announced that the dedicated chemical testing laboratory built alongside its Philippine processing facility is largely complete and is scheduled to commence full operations by the end of May 2026. YDDL expects the lab to further strengthen its integrated processing and testing capabilities and bolster its overall competitiveness in the hazardous waste recycling sector in the Philippines.
    The laboratory will provide internal testing and quality control support across all stages of the company’s material processing, including raw material inspection, production process monitoring, and finished product verification. As a critical quality assurance facility for YDDL’s recycling operations in the Philippines, the lab will support the company’s local initiatives in comprehensive utilization of renewable resources and residue treatment, including the previously announced copper-gold tailings recovery project in Luzon and e-waste sludge, copper sludge, and nickel sludge recycling projects in Metro Manila.
    YDDL believes that enhancing its in-house testing capabilities will help further strengthen quality assurance, processing stability, and downstream export compliance. As global buyers of recycled metals place increasing emphasis on product traceability and testing verification capabilities, these strengths are expected to play an even more significant role in the company’s future business development.
    All laboratory equipment arrived at the company’s facility in late April 2026, and installation and commissioning are progressing as scheduled. The company is currently advancing related preparatory tasks required for the lab’s launch and operation, including...
    As of the end of 2025, $One and one Green Technologies (YDDL.US)$ total assets stood at USD 56 million, shareholders’ equity amounted to USD 41.8 million, and the company maintained zero interest-bearing debt. This current asset-liability structure provides a solid financial foundation for future operational planning.
    For businesses related to recycled metals and hazardous waste treatment, daily operations and expansion typically involve capital expenditures on equipment, environmental protection infrastructure, raw material procurement, technological upgrades, supply chain management, and customer acquisition. YDDL’s maintenance of zero interest-bearing debt helps reduce interest expense pressure and offers greater flexibility in capital allocation.
    Following its Nasdaq IPO, YDDL raised approximately USD 11.5 million in gross proceeds. Post-listing, YDDL has entered the public capital markets and will continue enhancing its disclosures, investor communications, and corporate governance in accordance with Nasdaq and relevant regulatory requirements. The IPO proceeds provide financial support for future business development, with specific fund allocations to be based on publicly disclosed information.
    From an operational perspective, YDDL will continue focusing on capacity ramp-up, technological upgrades, raw material sourcing, and optimizing its customer mix. The company has already secured a certain volume of compliant processing quotas, and the pace of quota utilization will need to align with raw material availability, processing capacity, environmental compliance, logistics arrangements, and downstream sales.
    原...
    In fiscal year 2025, $One and one Green Technologies (YDDL.US)$ gross margin improved to 23.94% from 19.77% in the prior year, an increase of approximately 417 basis points. Changes in gross margin are a key indicator of annual operating performance and reflect comprehensive shifts across multiple areas during the reporting period, including raw materials, products, production, and sales.
    For businesses related to recycled metals and industrial materials, gross margin is typically influenced by a combination of factors, including raw material procurement costs, product selling prices, product mix, smelting efficiency, energy costs, logistics expenses, and capacity utilization. During the reporting period, YDDL’s gross profit rose by 49% year-over-year, outpacing revenue growth, and gross margin also improved compared to the prior year.
    The improvement in YDDL’s gross margin in fiscal year 2025 is attributable to several factors, including core business growth, shifts in product mix, raw material procurement strategies, and production operations. As revenue from recycled metal products such as copper alloys increased, YDDL’s product mix evolved during the reporting period. Additionally, capacity ramp-up and production process management impacted unit costs and operational efficiency.
    In day-to-day operations, YDDL continuously monitors raw material supply stability, production efficiency, energy cost control, and changes in downstream customer demand. Given that its recycled metals business is linked to commodity prices, raw material costs, and energy and logistics expenses, gross margin may fluctuate across different periods...
    The new production line is expected to recover metals such as copper, nickel, gold, and silver from industrial hazardous waste materials.
    $One and one Green Technologies (YDDL.US)$ The company announced today that it has signed a smelting equipment procurement contract to advance the previously disclosed construction of a new production line in Metro Manila, Philippines. This production line will process industrial hazardous waste materials, including electronic sludge, copper sludge, and nickel sludge, and is scheduled to commence commercial production in the second half of 2026.
    The procured smelting equipment will serve as the core hardware foundation of the new production line, enabling efficient extraction of high-value metals—including copper, nickel, gold, and silver—from relevant industrial hazardous waste materials. This contract represents a key step in advancing the project following the company’s announcement on March 18, 2026, outlining its strategic entry into Metro Manila’s e-waste resource recovery market.
    The smelting production line will serve as the processing hub of YDDL’s vertically integrated recycling platform in the Philippines, working in synergy with the company’s hazardous waste treatment permits, local raw material sourcing channels, and its soon-to-be-commissioned in-house chemical testing laboratory. The company believes these capabilities will support the gradual development of an integrated operational model covering 'procurement—processing—testing—export' across its recycling business.
    Upon commissioning, the production line is expected to further enhance YDDL’s metal recovery capacity, broaden the company’s revenue streams, and strengthen its...
    The copper alloy business is $One and one Green Technologies (YDDL.US)$ an important component of the recycled metal product system. According to disclosed information, YDDL’s copper alloy ingot business generated revenue of $45.1 million in 2025, up from $32.8 million in the previous year. The growth in this business's revenue is mainly attributable to increased sales volume and regional market demand.
    Copper is a crucial base metal in modern industry, widely used in power systems, new energy vehicles, energy storage equipment, data centers, industrial manufacturing, and infrastructure construction. With the ongoing development of electrification, energy infrastructure construction, and manufacturing-related demands, copper and copper alloy products remain fundamental across various industrial applications.
    YDDL does not participate in the copper industry chain through traditional mining but instead produces recycled metal products like copper alloys by recycling and smelting secondary resources such as electronic waste and industrial scrap. This business model connects recycled resource processing with industrial metal supply and represents a key part of YDDL’s product portfolio.
    The production of copper alloy products involves raw material sorting, smelting and processing, quality control, and downstream customer adaptation. YDDL processes the metallic components from complex waste materials into marketable copper alloy products and supplies them to downstream customers based on market demand. Compared to single-processing operations, copper alloy...
    $One and one Green Technologies (YDDL.US)$ The company primarily engages in resource processing businesses involving complex waste streams such as electronic waste and industrial hazardous waste. It sources relevant raw materials through global compliance channels, conducts eco-friendly treatment, smelting, and resource recovery at its smelting base in the Philippines, and ultimately produces recycled metal materials like copper and aluminum alloys, which are supplied to downstream industrial clients.
    In the context of a circular economy, the role of waste is evolving. Some electronic waste and industrial scraps still contain recoverable metals such as copper, aluminum, and others. Through standardized processing and re-manufacturing, these materials can re-enter industrial production systems, thereby improving resource efficiency. YDDL’s business model revolves around this process, creating a closed-loop operation from raw material sourcing, eco-friendly processing, recycled metal production, to product sales.
    Electronic waste and industrial hazardous waste differ from general waste, as their cross-border movement, import approvals, environmental protection, and safe handling are subject to strict regulations. Therefore, companies engaged in this business need appropriate qualifications, processing capabilities, environmental management systems, and operational expertise. YDDL’s possession of permits related to the Basel Convention serves as an important qualification foundation for importing and processing relevant raw materials, enabling the company to continuously advance its resource recovery operations for electronic waste and industrial hazardous waste within a compliant framework.
    From the perspective of the industry chain, YDDL on one end...
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    The following content is compiled from $One and one Green Technologies (YDDL.US)$ the Q&A session of the 2025 annual earnings call.
    Matthew: I'm not very familiar with the company’s story. Could you please provide an overview of the regulatory framework surrounding the company's hazardous waste import license? How difficult is it to obtain and maintain this license, and how does it affect the competitive landscape for the company in the Philippines?
    CFO Chun Kit Wong: The license we hold operates under the framework of the Basel Convention.
    The Basel Convention governs the cross-border transfer of hazardous waste globally. In practice, this means that a company engaged in our line of business needs authorization from the Philippines Environmental Management Bureau (EMB) to obtain a full operational license, a valid emissions permit, and specific import-export permits issued by the Philippine Customs Bureau. Moreover, each of these permits must be continuously maintained in good compliance standing. These licenses are not typically granted to new entrants. Our emissions system undergoes an annual review and approval process by the EMB. In fact, the number of competitors able to enter this field is relatively limited. We will continue to operate in accordance with the highest compliance standards to safeguard this position. We believe that this regulatory qualification framework is one of the most enduring assets the company possesses.
    Matthew...
    $One and one Green Technologies (YDDL.US)$ It was announced today that the company will release its financial results for the fiscal year 2025, ended December 31, 2025, before the US stock market opens on April 28, 2026 (Tuesday).
    The company's management team will host an earnings conference call at 8:00 AM Eastern Time (8:00 PM Manila time) on the same day to discuss financial performance and business progress, and answer investor questions.
    Investors can submit written questions via email to matthew@strategic-ir.com until April 24, 2026.
    Earnings conference call and audio webcast information is as follows:
    Toll-free dial-in number: 1-877-407-3982
    International dial-in number: 1-201-493-6780
    Webcast and replay:https://viavid.webcasts.com/starthere.jsp?ei=1761177&tp_key=c045e6e7ca
    In addition, the live and replay audio of this conference call can also be accessed via the company's investor relations website:https://ir.onepgti.com