| 证券代码：688357 | 证券简称：建龙微纳 | 公告编号：2025-053 | | --- | --- | --- | | 转债代码：118032 | 转债简称：建龙转债 | | 1、因公司实施 2022 年年度权益分派，自 2023 年 6 月 8 日起，"建龙转债" 的转股价格由 123 元/股调整为 87.14 元/股。具体内容详见公司于 2023 年 6 月 2 日披露于上海证券交易所网站的《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、因公司完成了 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手续，自 2024 年 2 月 1 日起，"建龙转债"的转股 价格由 87.14 元/股调整为 87.01 元/股。具体内容详见公司于 2024 年 1 月 31 日披 露于上海证券交易所网站的《关于"建龙转债"转股价格调整暨转股停牌的公告》 （公告编号：2024-006）； 3、因公司实施 2023 年年度权益分派，自 2024 年 5 月 24 日起，"建龙转债" 的转股价格由 87.01 元/股调整 ...

未转股可转债情况：截至 2025 年 9 月 30 日，"建龙转债"尚未转股的可 转债余额为人民币 699,888,000 元，占"建龙转债"发行总量的 99.9840%。 | 证券代码：688357 | 证券简称：建龙微纳 公告编号：2025-052 | | --- | --- | | 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： 累计转股情况：洛阳建龙微纳新材料股份有限公司（以下简称"公司"） 向不特定对象发行的可转换公司债券"建龙转债"自 2023 年 9 月 14 日开始转股， 截至 2025 年 9 月 30 日，"建龙转债"共有人民币 112,000 元已转换为公司股票， 转股数量 1,544 股，占"建龙转债"转股前公司已发行股份总额的 0.00186%。 本季度转股情况：自 2025 年 7 月 1 日至 2025 年 9 月 30 日期间，"建龙 转债"共有人民币 100,0 ...

（文章来源：证券日报） 证券日报网讯 9月25日晚间，建龙微纳发布公告称，公司正在筹划以支付现金受让股权的方式合计取得 上海汉兴能源科技股份有限公司（简称"标的公司"）不少于51%的股份（简称"本次交易"）。本次交易 完成后，公司将成为标的公司的控股股东。本次交易不构成关联交易。经初步测算，本次交易预计构成 《上市公司重大资产重组管理办法》规定的重大资产重组情形。截至本公告披露之日，公司及有关各方 正在积极推进本次重组的相关工作，具体方案仍在谨慎筹划论证中，公司将继续按照《上市公司重大资 产重组管理办法》及其他相关规定，及时履行信息披露义务。 ...

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。 | 证券代码：688357 | 证券简称：建龙微纳 | 公告编号：2025-051 | | --- | --- | --- | | 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 关于筹划重大资产重组事项的进展公告 本次交易不构成关联交易。经初步测算，本次交易预计构成《上市公司重大 资产重组管理办法》规定的重大资产重组情形。本次交易不涉及公司发行股份， 也不会导致公司控制权的变更。 二、本次筹划重大资产重组事项的进展情况 2025 年 6 月 24 日，公司与标的公司及其股东纪志愿、吴芳及李明伟签署了 《合作意向协议》，内容详见公司于 2025 年 6 月 25 日在上海证券交易所网站 （www.sse.com.cn）披露的《洛阳建龙微纳新材料股份有限公司关于筹划重大资 产重组暨签署<合作意向协议>的提示性公告》（公告编号：2025-038）。 2025 年 7 月 25 日，公司在上海证券交易所网站（www.sse.com.cn）披露 ...

Group 1 - The company, Jianlong Micro-Nano, is planning to acquire at least 51% of the shares of Shanghai Hanxing Energy Technology Co., Ltd. through a cash payment for equity [1] - Upon completion of the transaction, Jianlong Micro-Nano will become the controlling shareholder of the target company [1] - This transaction is expected to constitute a major asset restructuring as defined by the regulations on major asset restructuring of listed companies [1] Group 2 - The transaction does not involve the issuance of new shares by the company and will not lead to a change in control [1] - The transaction is not classified as a related party transaction [1]

Core Viewpoint - The steady growth in the demand for chemical catalysts in China is driven by multiple industrial factors, including stable demand in traditional petrochemical sectors and the booming markets and technical requirements of emerging fields like hydrogen fuel cells and biofuels [1][6]. Group 1: Industry Overview - Chemical catalysts are essential materials in the chemical industry, acting as the "core engine" that accelerates reactions and enhances product selectivity while reducing energy consumption and by-product generation [2][4]. - The market for chemical catalysts in China is experiencing rapid growth, with demand expected to rise from 39.5 million tons in 2017 to 49.1 million tons in 2024, and the market size increasing from 26.003 billion yuan to 41.173 billion yuan during the same period [4][6]. Group 2: Production and Demand Trends - The production of chemical catalysts in China is projected to grow from 37.3 million tons in 2017 to 49.9 million tons in 2024, with an expected increase to 52.5 million tons by 2025 [1][6]. - The market size for chemical catalysts is anticipated to reach 42.774 billion yuan by 2025, reflecting a continuous upward trend in both production and demand [1][4]. Group 3: Industry Chain - The upstream of the chemical catalyst industry includes the supply of raw materials and production equipment, while the midstream focuses on the research and production of catalysts, and the downstream applications span various sectors such as petrochemicals, pharmaceuticals, and environmental protection [6][8]. Group 4: Competitive Landscape - The market for chemical catalysts in China is characterized by a diverse supplier landscape, with domestic companies emerging alongside international giants, leading to a competitive yet complementary market environment [8][9]. - Key domestic players include Qilu Huaxin, Zhongchumai, and Kaili New Materials, which are gradually moving towards high-end markets while maintaining a presence in the mid-low end [8][9]. Group 5: Future Trends - The chemical catalyst industry is crucial for advancing green chemistry and improving energy efficiency, with a growing emphasis on developing high-performance and environmentally friendly catalysts [10][11]. - The shift towards low-carbon and green chemical processes is driving the need for innovative catalyst solutions, such as phase transfer catalysts, which are expected to have significant market potential in new industries and technologies [10][11].

广发证券股份有限公司 关于洛阳建龙微纳新材料股份有限公司 2025 年半年度持续督导跟踪报告 广发证券股份有限公司（以下简称"广发证券"、"保荐机构"）作为洛阳建龙 微纳新材料股份有限公司（以下简称"公司"、"建龙微纳"）以简易程序向特定对 象发行股票、向不特定对象发行可转换公司债券并在科创板上市持续督导期间的 保荐机构，根据《证券发行上市保荐业务管理办法》（以下简称"《保荐办法》"） 《上海证券交易所科创板股票上市规则》（以下简称"《上市规则》"）《上海证 券交易所上市公司自律监管指引第 11 号——持续督导》等有关法律、法规的规 定，就建龙微纳 2025 年上半年持续督导跟踪情况报告如下： | 序号 | 工作内容 | 实施情况 | | --- | --- | --- | | 1 | 建立健全并有效执行持续督导工作制度，并 | 保荐机构已建立健全并有效执行 | | | 针对具体的持续督导工作制定相应的工作计 | 了持续督导制度，已制定了相应的 | | | 划。 | 工作计划。 | | | 根据中国证监会相关规定，在持续督导工作 开始前，与上市公司或相关当事人签署持续 | 保荐机构已与建龙微纳签订承销 | | ...

证券之星消息，9月15日化学制品板块较上一交易日下跌0.5%，建龙微纳领跌。当日上证指数报收于 3860.5，下跌0.26%。深证成指报收于13005.77，上涨0.63%。化学制品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301077 | 星华新材 | 26.51 | 9.09% | 15.82万 | 4.04亿 | | 301076 | 新潮新材 | 62.28 | 5.29% | 25.45万 | 15.82 G | | 600165 | ST宁科 | 4.08 | 4.88% | 21.16万 | 8589.31万 | | 603790 | 雅运股份 | 22.70 | 4.27% | 7.70万 | 1.73亿 | | 002407 | 多氟多 | 17.77 | 3.92% | 227.64万 | 41.31 乙 | | 002246 | 北化股份 | 17.07 | 3.58% | 30.43万 | 5.12亿 | | 300321 | 同大股份 | 4 ...

Group 1 - Dashi Intelligent signed a contract worth 23.86 million yuan for the Xiaomi Wuhan Phase II smart project, providing a comprehensive smart space solution [1] - ST Tian Sheng's subsidiary passed the consistency evaluation for sodium bicarbonate injection, used for treating metabolic acidosis and certain drug poisonings [1] - Yongyue Technology's actual controller Chen Xiang was released on bail due to allegations of information disclosure violations, while the company's operations remain normal [2] Group 2 - Jushen Co. experienced a stock price fluctuation with a cumulative increase of over 20% over three trading days, while also planning to reduce repurchased shares [2][3] - Shanghai Airport reported a 6.9% year-on-year increase in passenger throughput at Pudong International Airport, totaling 7.9471 million passengers in August [3][4] - Jianlong Micro-Nano announced plans for shareholders to reduce up to 3% of company shares due to fund expiration and exit arrangements [5][6] Group 3 - Yunyong Technology's shareholders plan to reduce up to 2.99% of company shares due to personal funding needs [6] - Zitian Tui's stock entered a delisting arrangement period, expected to last 15 trading days [7] - Pruis's shareholders plan to reduce up to 3% of company shares for personal funding needs [9] Group 4 - Dayilong's shareholders plan to reduce up to 3% of company shares for personal financial arrangements [10] - Yihua New Materials' shareholders plan to reduce up to 1% of company shares for personal funding needs [12] - Huibo Yuntong's controlling shareholder's affiliates plan to acquire a controlling stake in Baode Computer [13] Group 5 - Wanda Information's shareholders plan to reduce up to 3% of company shares for operational needs [14] - Jiafa Education's shareholders plan to reduce up to 3% of company shares for personal funding needs [15] - Guangkang Biochemical's shareholders plan to reduce up to 1.8% of company shares for personal funding needs [16] Group 6 - Yingxin Development's shareholders plan to reduce up to 0.67% of company shares due to bankruptcy asset disposal [18] - Weiye Co.'s shareholders plan to reduce a total of up to 2% of company shares [19] - Kelin Electric plans to raise up to 1.5 billion yuan through a private placement to supplement working capital [20]

Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen markets released important announcements on September 14, providing insights for investors [3] Major Events - Yushen Co., Ltd. experienced abnormal stock fluctuations, with a cumulative price increase of over 20% in three consecutive trading days. The company plans to reduce its repurchased shares by up to 1% of its total share capital, consistent with its previously disclosed reduction plan [4][5] - Huibo Yuntong announced that its controlling shareholder, Shenhui Jinwu, intends to acquire 22.0875% of Baode Computing's shares, gaining control of the company. The total transaction price is approximately 1.444 billion yuan, with the acquisition expected to optimize Baode's equity structure and governance [5][6] - ST Zitian's stock will resume trading on September 15 and enter a delisting arrangement period of 15 trading days, with the last trading date expected to be October 13 [7] - Yongyue Technology's actual controller, Chen Xiang, has been released on bail due to an investigation related to the disclosure of important information. The company's operations remain normal [8] - ST Tiansheng's sodium bicarbonate injection has passed the consistency evaluation for generic drugs, indicating its clinical applicability for treating metabolic acidosis [9] Shareholding Changes - Jifa Education's shareholder, Deyuan Tai, plans to reduce its stake by up to 3%, equating to 11.9854 million shares [10] - Dayilong's shareholder intends to reduce its stake by up to 3%, amounting to 5.9708 million shares [11] - Pruis's shareholder, Guanyu Zhao Tai, plans to reduce its stake by up to 3%, totaling 2.3701 million shares [13] - Wanda Information's shareholder, Hexie Health, plans to reduce its stake by up to 3%, equating to 43.2189 million shares [14] - Jianlong Micro-Nano's shareholders plan to reduce their combined stake by up to 3%, totaling 3.0018 million shares [15] - Yunrong Technology's shareholder plans to reduce its stake by up to 2.99%, amounting to 1.8 million shares [16] - Guokang Biochemical's shareholders plan to reduce their stake by up to 1.7973%, totaling 1.33 million shares [17] - Yihua New Materials' shareholder plans to reduce its stake by up to 1%, equating to 1.655 million shares [18] - Yingxin Development's shareholder plans to reduce its stake by 0.67%, amounting to 3.9388 million shares [19] Performance Insights - Shanghai Airport reported an increase in passenger throughput for August, with Pudong International Airport reaching 7.9471 million passengers (up 6.9% year-on-year) and Hongqiao International Airport reaching 4.4515 million passengers (up 2.18% year-on-year) [20][21] Major Contracts - Dashi Intelligent signed a contract worth 23.869 million yuan for the Xiaomi Wuhan Phase II smart project, representing 0.75% of the company's audited revenue for 2024 [22]