Core Viewpoint - Jianlong Micro-Nano (688357) reported a significant increase in both revenue and net profit for the third quarter of 2025, indicating strong operational performance and effective cost control [1] Financial Performance - The company's third-quarter revenue reached 212 million yuan, representing a year-on-year growth of 12.34% [1] - Net profit for the third quarter was 24.05 million yuan, showing a substantial year-on-year increase of 70.22% [1] - For the first three quarters of 2025, total revenue amounted to 590 million yuan, reflecting a year-on-year growth of 4.34% [1] - Net profit for the first three quarters was 72.73 million yuan, which is a year-on-year increase of 20.15% [1] Operational Efficiency - The growth in net profit is attributed to an optimized product sales structure, increased revenue, and improved gross margin [1] - Effective cost control measures contributed to a decrease in period expenses compared to the previous year [1]

Group 1 - The core viewpoint of the article highlights the financial performance of Jianlong Micro-Nano in the third quarter, showing a revenue of 212 million yuan, which represents a year-on-year increase of 12.34% [1] - The net profit for the third quarter reached 24.05 million yuan, reflecting a significant year-on-year growth of 70.22% [1] - For the first three quarters, the total revenue amounted to 590 million yuan, marking a year-on-year increase of 4.34% [1] - The net profit for the first three quarters was reported at 72.73 million yuan, indicating a year-on-year growth of 20.15% [1]

| 证券代码：688357 | 证券简称：建龙微纳 | 公告编号：2025-057 | | --- | --- | --- | | 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。 风险提示 本次交易尚处于筹划阶段，交易各方尚未签署正式的交易协议，具体交易方 案仍在商讨论证中，相关事项尚存在不确定性；本次交易需按照相关法律、法规 及公司章程的规定履行必要的决策和审批程序，最终能否实施及实施的具体进度 均具有重大不确定性。 一、本次筹划重大资产重组事项的基本情况 洛阳建龙微纳新材料股份有限公司（以下简称"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（以下简称"标的公司"） 不少于 51%的股份（以下简称"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 ...

Core Viewpoint - The company is planning to acquire at least 51% of Shanghai Hanxing Energy Technology through a cash payment for equity, which will make it the controlling shareholder after the transaction is completed. This transaction is expected to constitute a major asset restructuring and does not involve related party transactions or changes in control [1] Group 1 - The transaction is currently in the planning stage, with various parties working on the relevant tasks, and the specific plan is still under evaluation [1] - The company has disclosed progress multiple times in 2025, indicating ongoing efforts towards the acquisition [1] - The final implementation and progress of the transaction remain uncertain [1]

Core Insights - The chemical products sector experienced a slight increase of 0.11% on October 24, with Boyuan Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Sector Performance - Boyuan Co., Ltd. (301617) closed at 102.79, with a significant increase of 14.34% and a trading volume of 91,000 shares, resulting in a transaction value of 902 million yuan [1] - Yahua Group (002497) saw a rise of 10.03%, closing at 17.88 with a trading volume of 1.2768 million shares [1] - Licheng Industrial (001218) increased by 6.97%, closing at 23.78 with a trading volume of 95,700 shares [1] - Guangdong Hongda (002683) rose by 4.77%, closing at 39.94 with a trading volume of 237,200 shares [1] - Other notable performers include Shengda Biological (603079) up 4.29%, Jianlong Micro-Nano (688357) up 4.04%, and Gaodian New Materials (300200) up 3.86% [1] Capital Flow - The chemical products sector saw a net outflow of 291 million yuan from main funds, while retail investors contributed a net inflow of 379 million yuan [1]

Core Viewpoint - Jianlong Micro-Nano has recently received an authorized invention patent certificate from the National Intellectual Property Administration of the People's Republic of China for a patent titled "A High Crystallinity ZSM-12 Molecular Sieve and Its Preparation Method and Application" [2] Company Summary - Jianlong Micro-Nano announced the receipt of a new patent, which indicates the company's ongoing innovation and development in the field of molecular sieves [2]

洛阳建龙微纳新材料股份有限公司 关于获得发明专利的自愿性披露公告 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。 | 证券代码：688357 | 证券简称：建龙微纳 | 公告编号：2025-056 | | --- | --- | --- | | 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（以下简称"公司"）于近日收到了 1 项中 华人民共和国国家知识产权局颁发的授权发明专利证书，具体如下： | 发明专利名称 | 专利号 | 专利申请日 | | 授权公告日 | | 专利权人 | 专利期限 | | --- | --- | --- | --- | --- | --- | --- | --- | | 一种高结晶度 ZSM-12 | | | | | | | 年（自 20 | | | ZL 2025 1 | 年 2025 07 | 月 | 年 2025 10 | 月 | 洛阳建龙微纳新材 | | | 分子筛及其制备方法和 | | | | | | | 申请日起 | | | 0993373.1 ...

Core Viewpoint - The company is focusing on the sustainable aviation fuel (SAF) sector, particularly in developing key catalytic materials for the production process, indicating a strategic shift towards market-driven growth in the SAF industry [2]. Group 1: Company Positioning in SAF - The company is primarily engaged in the core catalytic materials segment of the SAF field, specifically developing molecular sieve catalysts needed for the isomerization and de-waxing processes in SAF production [2]. - The company has completed the development and reserve of various molecular sieve materials, with catalysts performing well in long-term industrial tests, meeting development expectations [2]. - The company does not directly produce SAF fuel but aims to provide high-performance, import-substitutable catalytic materials to SAF producers and related technology firms [2]. Group 2: Strategic Outlook - The company believes that the SAF industry is at a critical stage transitioning from policy-driven initiatives to market implementation, with ongoing improvements in industry conditions [2]. - The company plans to increase its research and development investment in renewable resources, leveraging its core advantages in molecular sieve material development and large-scale production to promote the industrial application of products in SAF and other clean energy sectors [2].

Core Viewpoint - The company is actively engaged in the sustainable aviation fuel (SAF) sector, focusing on the development of molecular sieve catalysts for the isomerization and de-waxing processes in SAF production [1] Summary by Categories Company Developments - The company has not yet received any specific government subsidies or awards related to its SAF research projects [1]

Core Viewpoint - The company is focusing on the sustainable aviation fuel (SAF) sector, particularly in the development of molecular sieve catalysts necessary for the isomerization and de-waxing processes in SAF production [1] Group 1: Company Strategy and Focus - The company has completed the development and reserve of various molecular sieve materials, with catalysts performing well in long-term industrial raw material operations [1] - The company does not directly produce SAF fuel but aims to provide high-performance, import-substitutable key catalytic materials for SAF production enterprises and related technology providers [1] - The company plans to increase R&D investment in renewable resources, leveraging its core advantages in molecular sieve material development and large-scale production to promote industrial applications in SAF and other clean energy sectors [1] Group 2: Industry Outlook - The SAF industry is transitioning from being policy-driven to market-oriented, with continuous improvement in industry prosperity [1]