Core Viewpoint - Company is transforming into a comprehensive technology service provider through the acquisition of a 40% stake in Hanxing Energy, while making progress in sustainable aviation fuel catalysts and carbon dioxide capture [1][2][4]. Recent Events - On December 23, 2025, the company announced its wholly-owned subsidiary's plan to acquire 40% of Hanxing Energy for 200 million yuan, aiming to integrate molecular sieve materials and process engineering capabilities [2]. - On February 9, 2026, during an investor survey, the company emphasized that this move is part of a long-term strategic layout to enhance its "materials + processes + equipment" full-chain solution capabilities [2]. Company Structure and Governance - On February 6, 2026, the company held its 17th meeting of the fourth board of directors, reviewing documents related to governance and funding arrangements, including a proposal to provide guarantees for its wholly-owned subsidiary [3]. Institutional Research - On January 23, 2026, the company was surveyed by multiple institutions, revealing advancements in sustainable aviation fuel catalysts and carbon capture utilization and storage (CCUS) [4]. - The company stated that the SAF market has broad prospects, with its specialized molecular sieve catalysts having completed downstream side-line testing, and CCUS being a key new direction under the "dual carbon" goals [4]. Financial Movements - As of February 2, 2026, the company's financing balance was 134 million yuan, accounting for 3.95% of its circulating market value, at a near one-year high; on the same day, net financing sold out was 627,600 yuan, with a stock price drop of 2.40% [5]. - The company's Q3 2025 report showed revenue of 590 million yuan for the first three quarters (up 4.34% year-on-year) and a net profit attributable to shareholders of 72.73 million yuan (up 20.15% year-on-year) [5]. - Recent shareholder changes include a reduction of 892,100 shares announced on January 5, 2026, and three institutions have given buy ratings in the last 90 days [5].

Core Viewpoint - The article highlights the significant growth and international expansion of Jianlong Micro-Nano, a leading Chinese molecular sieve manufacturer, particularly through its new production base in Thailand, which is set to enhance its global market presence and operational capabilities [4][6]. Group 1: Company Performance - Jianlong Micro-Nano reported a sales revenue increase of 82.7% and a net profit increase of 129.6% year-on-year for the first three quarters of the previous year, indicating strong financial health and confidence in overseas expansion [4]. - The company has established itself as the leading producer of adsorption molecular sieves in China and ranks third globally, marking a significant transformation from a local manufacturer to an internationally recognized brand [4]. Group 2: Production and Technology - The production facility in Thailand utilizes advanced automation and high-tech processes, including intelligent mixing, high-temperature roasting, and micron-level detection, to produce molecular sieves that are crucial for both medical and industrial applications [4][5]. - The Thai facility is expected to achieve an annual production capacity of 24,000 tons by mid-2025, reflecting the company's commitment to local manufacturing and supply chain efficiency [4]. Group 3: Strategic Expansion - The decision to establish operations in Thailand is driven by the rapid development of ASEAN countries in sectors such as refining, natural gas, and clean energy, with Thailand being a mature market and a key player in the RCEP and Belt and Road initiatives [6]. - The company has adopted a localization strategy, employing over 90% local staff and engaging in community support activities, which has helped it to establish a strong foothold in the Southeast Asian market [7]. Group 4: Future Outlook - Jianlong Micro-Nano is focusing on sustainable aviation fuels and new energy storage as emerging fields for future growth, aiming to replace imports and build a globally recognized brand in the molecular sieve industry [8]. - The company is also in the process of establishing an office in India to expand its reach into the Middle East and other markets, further solidifying its global strategy [8].

扫码看更多 建龙微纳泰国生产基地。受访者供图 □本报全媒体记者 范坤鹏 杨佳欣 泰国春武里府的现代化生产车间内，机械臂精准穿梭，自动化生产线以毫秒级精度运转。 经过智能配比、高温焙烧、微米级检测等一系列高科技操作，米粒大小的白色颗粒被生产出来。 它们叫"分子筛"，顾名思义，就是用纳米级的筛子去筛分子。也正是这些米粒大小的白色颗粒，既是医疗急 救中分离氧气的"生命卫士"，又是工业催化领域的"核心引擎"，更成为洛阳建龙微纳新材料股份有限公司 （以下简称"建龙微纳"）开疆拓土的"硬核利器"。 "去年前三季度，公司销售收入同比增长82.7%，净利润同比增长129.6%，我们布局海外的底气更足了。"2月 7日，建龙（泰国）有限公司总经理段明辉说。 扎根洛阳偃师的建龙微纳，是国内分子筛龙头企业。但在28年前，建龙微纳成立之初，当时的中国分子筛市 场由国际化工巨头垄断。 谁能想到，当年这个被质疑"县级市的小工厂"，成长为如今的中部六省首家科创板上市企业，其核心产品吸 附类分子筛产能更是稳居国内第一、全球第三，实现了从"产品出海"到"品牌出海"的跨越。 转变发生在2020年。当年，建龙微纳在泰国东部经济走廊破土动工。历经4年 ...

（文章来源：证券日报） 证券日报网讯 2月6日，建龙微纳发布公告称，截至本公告披露日，公司及控股子公司对外担保总额为 0.00万元（不含本次担保），占公司最近一期经审计净资产的比例为0.00%；公司对控股子公司提供的 担保总额为0.00万元（不含本次担保），占公司最近一期经审计净资产的比例为0.00%。截至本公告披 露日，公司不存在逾期担保情况或涉及诉讼的担保情况。 ...

证券日报网2月6日讯 ，建龙微纳在接受调研者提问时表示，公司自成立以来一直专注于分子筛行业， 凭借在分子筛设计合成方面的深厚积累，针对不同废弃油脂的原料特性，公司的研发团队从"原子尺 度""分子尺度"及"孔道工程"三个方面进行分子筛设计，定向开发出具有独特孔道结构、适当酸性位点 和高分散金属活性中心的专用异构降凝分子筛催化剂，从而实现SAF收率最大化。相关产品已完成在某 下游SAF生产厂商工业原料的长周期侧线评价，测试数据表现优异。 （文章来源：证券日报） ...

Group 1 - The company Jianlong Micro-Nano announced that its fourth board meeting was held on February 6, 2026, combining in-person and communication methods [1] - The meeting reviewed documents including a proposal to provide guarantees for its wholly-owned subsidiary [1]

| 证券代码：688357 | 证券简称：建龙微纳 | 公告编号：2026-008 | | --- | --- | --- | | 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 关于不向下修正"建龙转债"转股价格的公告 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： 经公司第四届董事会第十七次会议审议，决定本次不向下修正"建龙转债" 转股价格，同时在未来三个月内（即自本次触发修正条件的次一交易日 2026 年 2 月 9 日至 2026 年 5 月 8 日），如再次触发"建龙转债"转股价格向下修正条件， 亦不提出向下修正方案。 一、可转换公司债券基本情况 （一）经中国证券监督管理委员会出具的《关于同意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注册的批复》（证监许可[2023]267 号），公司于 2023 年 3 月 8 日向不特定对象发行了 700.00 万张可转换公司债券， 每张面值 100 元，发行总额 70,000.00 万元。经上海证券 ...

| 证券代码：688357 | 证券简称：建龙微纳 | 公告编号：2025-009 | | --- | --- | --- | | 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 关于为全资子公司提供担保的公告 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、准确性和完整性承担法律责任。 重要内容提示： 担保对象及基本情况 | 被担保人名称 | 本次担保金额 | 实际为其提供的 担保余额（不含本 | 是否在前期预计 | 本次担保是否有 | | --- | --- | --- | --- | --- | | | | 次担保金额） | 额度内 | 反担保 | | 上海建龙微纳新材 料科技有限公司 | 12,000.00 万元 | 0.00 万元 | 不适用：公司前 期不存在预计额 | 否 | | | | | 度的情形 | | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0.00 | | --- | --- | | 截至本公告日上市公司及其控股 子公司对外担保总额（万元） | 0.00 | | 对外担保总额占上市 ...

| 证券代码：688357 | 证券简称：建龙微纳 | 公告编号：2026-007 | | --- | --- | --- | | 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 第四届董事会第十七次会议决议公告 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。 一、 董事会会议召开情况 经审议，董事会决定本次不向下修正转股价格，同时在未来 3 个月内如再次 触发转股价格修正条款，亦不向下修正转股价格。 具体内容详见公司同日披露于上海证券交易所网站（www.sse.com.cn）的《关 于不向下修正"建龙转债"转股价格的议案》（公告编号：2026-008）。 表决结果：8 票同意，0 票反对，0 票弃权。 （二）审议通过《关于为全资子公司提供担保的议案》 经审议，董事会同意公司为全资子公司上海建龙微纳新材料科技有限公司提 供总额度不超过 12,000 万元（含）的不可撤销连带责任担保。 洛阳建龙微纳新材料股份有限公司（以下简称"公司"）第四届董事会第十七 次会议于 2026 年 2 月 ...

Core Viewpoint - The company has approved a proposal to provide an irrevocable joint liability guarantee for its wholly-owned subsidiary, Shanghai Jianlong Micro-Nano New Materials Technology Co., Ltd., for a total amount not exceeding 120 million yuan to facilitate a bank loan application [1] Group 1 - The board of directors has convened for the 17th meeting of the fourth session to discuss the guarantee proposal [1] - The guarantee will be used for the subsidiary's application for a loan from commercial banks [1] - As of the announcement date, the guarantee agreement has not yet been signed, and the actual guarantee amount will be determined by the final contract [1]