| 证券代码：688357 | 证券简称：建龙微纳 | 公告编号：2026-015 | | --- | --- | --- | | 转债代码：118032 | 转债简称：建龙转债 | | 洛阳建龙微纳新材料股份有限公司 可转债转股结果暨股份变动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 1、因公司实施 2022 年年度权益分派方案，自 2023 年 6 月 8 日起，"建龙转 债"转股价格调整为为 87.14 元/股，本次转股价格调整具体内容详见公司于 2023 年 6 月 2 日在上海证券交易所网站（www.sse.com.cn）披露的《关于实施 2022 年年度权益分派调整"建龙转债"转股价格的公告》（公告编号：2023-055）。 2、因公司 2020 年限制性股票激励计划首次授予第三个归属期及预留授予第 二个归属期的归属登记完成，自 2024 年 2 月 1 日起，"建龙转债"转股价格调整 为为 87.01 元/股。本次转股价格调整具体内容详见公司于 2024 年 1 月 31 日在上 海 ...

| 证券代码：688357 | 证券简称：建龙微纳 | 公告编号：2026-014 | | --- | --- | --- | | 转债代码：118032 | 转债简称：建龙转债 | | 洛阳建龙微纳新材料股份有限公司 关于预计 2026 年度日常关联交易的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 是否需要提交股东会审议：否 日常关联交易对公司的影响：洛阳建龙微纳新材料股份有限公司（以下 简称"公司"）与关联方之间的关联交易是以公司正常生产经营业务为基础，以市 场价格为定价依据，不影响公司的独立性，不存在损害公司及股东利益的情形， 不会对关联人形成依赖。 一、日常关联交易基本情况 注 1：公司 2025 年向汉兴能源销售产品合计金额为 546.10 万元，发生交易时，汉兴能 源尚未成为公司的关联方。 注 2：上表中"占同类业务比例"计算基数为公司 2025 年度同类业务数据； 注 3：上述金额均为不含税金额。 （三）前次日常关联交易的预计和执行情况 公司 2025 年度不存在关联交易情形。 （一 ...

洛阳建龙微纳新材料股份有限公司 关于持股 5%以上股东权益变动至 5%以下并触及 5% 刻度的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： | 证券代码：688357 | 证券简称：建龙微纳 | 公告编号：2026-013 | | --- | --- | --- | | 转债代码：118032 | 转债简称：建龙转债 | | | | 信息披露义务人 | | | --- | --- | --- | | 公司名称 | 上海深云龙企业发展有限公司 | | | 注册地址 | 上海市虹口区塘沽路 号 14 层 C 室（集中登记地） | 309 | | 法定代表人 | 李建波 | | | 注册资本 | 万元人民币 381 | | | 企业类型 | 有限责任公司（自然人投资或控股） | | | 统一社会信用代码 | 914403005990987524 | | | 经营范围 | 一般项目：企业管理；企业管理咨询；社会经济咨询服 | | | | 务；信息咨询服务（不含许可类信息咨询服务）；财务 | | | | ...

洛阳建龙微纳新材料股份有限公司 简式权益变动报告书 上市公司名称：洛阳建龙微纳新材料股份有限公司 股票上市地点：上海证券交易所 股票简称：建龙微纳 股票代码：688357 信息披露义务人：上海深云龙企业发展有限公司 住所：上海市虹口区塘沽路309号14层C室（集中登记地） 通讯地址：上海市虹口区东大名路501号1603室 股份变动性质：股份减少，持股比例降至5%以下 签署日期：2026年3月18日 1 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国证券法》《上市公司 收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权 益变动报告书》等相关法律、法规和规范性文件之规定编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露信息披露义务人在洛阳建龙微纳新材料股份有限公司拥有权 益的股份变动情况。 截至本报告书签署之日，除本报告书披露的持股信息外，信息披露义务人没 有通过任何其他方式增加或减少其在洛阳建龙微纳新 ...

Investment Rating - The report does not explicitly state an investment rating for the chemical industry, but it provides various investment suggestions based on the analysis of different segments within the industry [6]. Core Insights - The petrochemical industry is a pillar of the national economy, with a significant economic volume, long industrial chain, and wide product variety, impacting supply chain security, green development, and public welfare [8]. - The report identifies four major directions related to the chemical industry based on the "14th Five-Year Plan": security assurance in key areas, comprehensive rectification of "involution" competition, domestic substitution of new materials, and green low-carbon economy [8]. Summary by Sections 1. National Economic Pillar Industry - The petrochemical industry is crucial for economic stability, with projected revenues of 15.7 trillion yuan in 2025, a 3% decrease year-on-year, and total profits of 702.09 billion yuan, down 9.6% [8]. 2. Strengthening Strategic Material Supply - The "14th Five-Year Plan" aims for a grain production capacity of 1.45 trillion jin and energy production capacity of 5.8 billion tons of standard coal, emphasizing the importance of fertilizer supply stability and energy resource security [9]. - Key companies to watch include Hualu Hengsheng, Yuntianhua, and China Petroleum, focusing on fertilizer supply and oil and gas production [9][11]. 3. Comprehensive Rectification of "Involution" Competition - The report suggests that the PTA industry is expected to see an upward correction in demand due to improved supply and demand conditions, with a projected capacity of 90.35 million tons and production of 73.42 million tons by 2025 [43][44]. - The polyester filament industry is becoming more concentrated, which may lead to a more orderly market supply, with a production capacity of 53.16 million tons by 2025 [48][49]. 4. Empowering Emerging Industries and Accelerating Domestic Substitution of New Materials - The report highlights the potential for new materials such as PEEK and electronic-grade PPO to drive growth in emerging industries, with significant investment opportunities in companies like Zhongyan Co., Guo'en Co., and Watte Co. [10]. 5. Accelerating Green Low-Carbon Transition - The "14th Five-Year Plan" emphasizes achieving carbon peak targets, with a focus on clean energy systems and reducing carbon emissions by 17% per unit of GDP by 2025 [10]. - Companies like Satellite Chemical and Wanhua Chemical are noted for their competitive advantages in green low-carbon production [10].

Investment Rating - The report does not explicitly state an investment rating for the chemical industry, but it provides various investment suggestions based on the analysis of different segments within the industry [6]. Core Insights - The petrochemical industry is a pillar of the national economy, with a significant economic volume, long industrial chain, and wide product variety, impacting supply chain security, green development, and public welfare [8]. - The report identifies four major directions related to the chemical industry based on the "14th Five-Year Plan": security assurance in key areas, comprehensive rectification of "involution" competition, domestic substitution of new materials, and green low-carbon economy [8][9]. Summary by Sections 1. National Economic Pillar Industry - The petrochemical industry is crucial for economic stability, with projected revenues of 15.7 trillion yuan in 2025, a 3% decrease year-on-year, and total profits of 702.09 billion yuan, down 9.6% [8]. 2. Strengthening Strategic Material Supply - The "14th Five-Year Plan" aims for a grain production capacity of 1.45 trillion jin and energy production capacity of 5.8 billion tons of standard coal, emphasizing the importance of fertilizer supply stability and energy resource security [9]. - Key companies to watch include Hualu Hengsheng, Yuntianhua, and China Petroleum [9]. 3. Comprehensive Rectification of "Involution" Competition - The report suggests that the PTA industry is expected to see an upward correction in demand due to improved supply and demand conditions, with a focus on companies like Hengli Petrochemical and Rongsheng Petrochemical [9][10]. - The report highlights the need for industry self-discipline to combat excessive competition and improve profitability [9]. 4. Empowering Emerging Industries - The report discusses the acceleration of domestic substitution in new materials, with a focus on PEEK, electronic-grade PPO, and OLED materials, suggesting companies like Zhongyan Co., Guoen Co., and Aolaide [10][11]. 5. Accelerating Green Low-Carbon Transition - The report emphasizes the importance of achieving carbon peak targets and highlights the competitive advantages of light hydrocarbon chemicals and bio-chemicals in the green economy [10][11]. 6. Investment Recommendations - The report suggests focusing on companies with integrated advantages and strong R&D capabilities in the fertilizer sector, as well as those involved in oil and gas exploration and production [9][10].

Investment Rating - The report maintains an investment rating of "in line with the market" for the basic chemical industry [3]. Core Insights - In February 2026, the CITIC Basic Chemical Industry Index rose by 5.91%, outperforming the Shanghai Composite Index by 4.82 percentage points and the CSI 300 Index by 5.82 percentage points, ranking 6th among 30 CITIC primary industries [3][7]. - The report highlights a continued recovery in chemical product prices, driven by geopolitical tensions in the Middle East, which have led to significant increases in oil prices [3][29]. - The investment strategy for March 2026 suggests focusing on two main lines: organic silicon, pesticides, coal chemical, light hydrocarbon chemical, and calcium carbide-based PVC sectors [3]. Market Review - The CITIC Basic Chemical Industry Index has increased by 57.36% over the past year, outperforming the Shanghai Composite Index by 32.01 percentage points and the CSI 300 Index by 36.27 percentage points, ranking 4th among 30 CITIC primary industries [3][7]. - In February 2026, 28 out of 33 CITIC tertiary sub-industries saw price increases, with the phosphate fertilizer and phosphate chemical, inorganic salt, and soda ash industries leading with increases of 12.82%, 12.69%, and 10.59% respectively [9]. - Among 529 stocks in the basic chemical sector, 391 stocks rose while 136 fell, with Jinzhengdai, Baichuan Co., and Honghe Technology leading the gainers [9][11]. Product Price Tracking - In February 2026, international oil prices showed an upward trend, with WTI crude oil rising by 2.78% to $67.02 per barrel and Brent crude oil increasing by 2.53% to $72.48 per barrel [3]. - Among 318 tracked products, 141 saw price increases, with notable rises in products like tetrachloroethylene and lithium carbonate, while 110 products experienced price declines [3]. Industry and Company News - The report notes that the chemical raw materials and products manufacturing industry saw a year-on-year price decline of 5% in January 2026, indicating ongoing challenges in the sector [14]. - The report also discusses the strategic developments in the Inner Mongolia region, aiming to create a trillion-level chemical industry cluster and a modern coal chemical industry chain [19][20]. - The report highlights the successful launch of a commercial silicon-based immersion cooling project by Xin'an Co., showcasing the potential of organic silicon materials in new applications [22][23].

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 洛阳建龙微纳新材料股份有限公司（以下简称"公司"或"建龙微纳"）于 2023 年 3 月 8 日向不特定对象发行可转换公司债券（以下简称"建龙转债"或"可转债"） 将于 2026 年 3 月 9 日开始支付自 2025 年 3 月 8 日至 2026 年 3 月 7 日期间的利 息。根据《洛阳建龙微纳新材料股份有限公司向不特定对象发行可转换公司债券 募集说明书》（以下简称"《募集说明书》"）有关条款的规定，现将有关事项公 告如下： 一、可转债发行上市概况 | 证券代码：688357 | 证券简称：建龙微纳 | 公告编号：2026-012 | | --- | --- | --- | | 转债代码：118032 | 转债简称：建龙转债 | | 洛阳建龙微纳新材料股份有限公司 关于"建龙转债"2026 年付息的公告 （一）可转债发行基本情况 经中国证券监督管理委员会证监许可〔2023〕267 号文同意注册，公司于 2023 年 3 月 8 日向不特定对象发行了 7, ...

Group 1 - The core point of the article is that Jianlong Micro-Nano announced a significant share reduction by Shanghai Shenyunlong Enterprise Development Co., Ltd. through a block trade [2] - On February 27, 2026, Shanghai Shenyunlong reduced its holdings by 1,060,000 shares, which represents 1.06% of the total share capital [2] - Following the reduction, Shanghai Shenyunlong's shareholding decreased to 5,340,800 shares, lowering its ownership percentage from 6.40% to 5.34% [2]

证券代码：688357 证券简称：建龙微纳 公告编号：2026-011 转债代码：118032 转债简称：建龙转债 洛阳建龙微纳新材料股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的 提示性公告 | | ☐控股股东/实际控制人及其一致行动人 | | --- | --- | | | ☑其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | ☐合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | ☐其他______________（请注明） | 上海深云龙企业发展有限公司保证向本公司提供的信息真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 重要内容提示： 权益变动方向 比例增加☐ 比例减少☑ 权益变动前合计比例 6.40% 权益变动后合计比例 5.34% 本次变动是否违反已作出的承 诺、意向、计划 是☐ 否☑ 是否触发强制要约收购义务 是☐ 否☑ 3.一致行动人信息 上述股东无一致行动人。 二、 权益变动 ...