Core Viewpoint - The company, Jianlong Micro-Nano, has focused on the molecular sieve industry since its establishment, developing specialized isomerization catalysts to maximize SAF yield through innovative design techniques [2] Group 1: Company Focus and Expertise - The company has a strong background in the design and synthesis of molecular sieves, leveraging its expertise to address the unique characteristics of different waste oils [2] - The research and development team employs three main approaches: "atomic scale," "molecular scale," and "pore engineering" to design molecular sieves [2] Group 2: Product Development and Performance - Jianlong Micro-Nano has developed specialized isomerization catalysts with unique pore structures, appropriate acidic sites, and highly dispersed metal active centers [2] - The related products have completed long-cycle side-line evaluations in industrial raw materials for a downstream SAF production manufacturer, showing excellent test data performance [2]

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]

Group 1 - The company issued 7,000,000 convertible bonds with a total value of 70 million yuan, approved by the China Securities Regulatory Commission on March 8, 2023 [1] - The convertible bonds, named "建龙转债" (Jianlong Convertible Bonds), began trading on the Shanghai Stock Exchange on April 7, 2023, with an initial conversion price of 123.00 yuan per share [2] - The conversion price has been adjusted multiple times, currently standing at 71.71 yuan per share, following a series of corporate actions including annual profit distributions [2][3][4] Group 2 - The company has a downward adjustment clause for the conversion price, which can be triggered if the stock price falls below 85% of the current conversion price for at least 15 out of 30 consecutive trading days [5] - There is a potential trigger for the downward adjustment clause, as the stock price has been below 60.95 yuan per share for 10 trading days from January 19 to January 30, 2026 [6]

| 证券代码：688357 | 证券简称：建龙微纳 公告编号：2026-006 | | --- | --- | | 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"预计满足转股价格修正条件的 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。 一、 可转债发行上市概况 （一）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 7,000,000 张可转换公司债券，每张面 值 100 元，发行总额 70,000 万元。发行方式采用向公司在股权登记日（2023 年 3 月 7 日，T-1 日）收市后中国结算上海分公司登记在册的原股东优先配售，原 股东优先配售后余额部分（含原股东放弃优先配售部分）采用网上通过上海证券 交易所交易系统向社会公众投资者发售的方式进行，余额全部由保荐机构（主承 销商）包销。 经上海证券交易所自律监管决定书〔2023〕57 号文同意，公司 70,000 万元 可转换公司债券 ...

Group 1: Company Developments - Zijin Mining plans to acquire 100% of Allied Gold Corporation for approximately 55 billion CAD (about 28 billion RMB) at a cash price of 44 CAD per share [1] - Dongfang Risen expects a net loss of 2.3 billion to 2.9 billion RMB for the fiscal year 2025, an improvement from a loss of 3.436 billion RMB in the previous year [12] - Multi-Flor expects a net profit of 200 million to 280 million RMB for 2025, recovering from a loss of 308 million RMB in the previous year [15] - China Rare Earth Group anticipates a net profit of 143 million to 185 million RMB for 2025, compared to a loss of 287 million RMB in the previous year, indicating a turnaround [17] - Li Tong Electronics projects a net profit of 270 million to 330 million RMB for 2025, representing a year-on-year increase of 996.83% to 1240.57% [23] Group 2: Market Trends - As of the end of 2025, the number of new energy vehicles in China reached 43.97 million, accounting for 12.01% of the total vehicle population, with pure electric vehicles making up 68.74% of this figure [9] - The price of silver has seen significant increases, with the stock price of Yuguang Jin Lead reaching a historical high, reflecting the rising demand and market conditions [19][20] - China Aluminum International signed new contracts totaling 46.836 billion RMB in 2025, a year-on-year increase of 51.94%, indicating strong growth in the industrial sector [24] Group 3: Policy and Regulatory Updates - The People's Bank of China emphasized the need for proactive assessment of systemic financial risks and the innovation of policy tools to maintain financial market stability [6] - The Ministry of Commerce announced plans to support free trade zones in integrating innovation across key emerging industries, aiming for deeper and broader institutional opening [7] - Tianjin's housing fund management has increased the maximum loan limits for first and second homes, reflecting a supportive policy for the real estate market [10][11]

Summary of Key Points Core Viewpoint - Several shareholders from various companies are planning to reduce their stakes, indicating potential shifts in ownership and market dynamics [1]. Shareholder Reductions - Jianlong Micro-Nano's shareholder Shen Yunlong intends to conduct a block trade to reduce holdings by no more than 2 million shares [1]. - Kaipu Testing's chairman Yao Zhiqing plans to reduce his stake by no more than 3% [1]. - Yashi Chuangneng's shareholder Runhetongcai is set to passively reduce holdings by no more than 3% [1]. - Sun Cable's shareholder Yili Group aims to reduce its stake by no more than 3% [1]. - ST Taihe's Huayin Fund plans to reduce its holdings by no more than 3% [1]. - ST Sicor's Ningbo Tongtai and Ningbo Tongyuan Youbo intend to reduce their stakes by no more than 3% [1]. - Shanghai Yahong's shareholder Xie Yaming plans to reduce his stake by no more than 3% [1]. - Jianghang Equipment's Guoxin Capital intends to reduce its holdings by no more than 1% [1]. - Shengda Biological's Wan Jian Investment plans to reduce its stake by no more than 3% [1]. - Saitex New Materials' actual controller Wang Kunming will conduct a block trade to reduce 1.9998% of the company's shares [1]. - Yuanwang Valley's actual controller Xu Yusuo has reduced 303,130 shares [1]. - Honglida's Lai Anding has reduced 0.99% of the company's shares [1]. - Yandong Micro's Jing Guorui has cumulatively reduced 14,276,200 shares [1]. Other Notable Events - ST Jinggu's stock will be subject to delisting risk warning [1]. - ST Yingfituo's stock trading may also face delisting risk warning [1].