Market Overview - The chemical products sector experienced a decline of 2.28% on October 17, with Brother Technology leading the drop [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Stock Performance - Notable gainers in the chemical products sector included: - Boyuan Co., Ltd. (301617) with a closing price of 94.50, up 13.07% [1] - Zhengmu Co., Ltd. (300641) with a closing price of 22.60, up 3.86% [1] - Sait New Materials (688398) with a closing price of 20.67, up 3.66% [1] - Conversely, Brother Technology (002562) saw a significant decline, closing at 7.26, down 7.16% [2] Capital Flow - The chemical products sector experienced a net outflow of 1.105 billion yuan from major funds, while retail investors saw a net inflow of 969 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Key stocks with notable capital flows included: - Saint Qijia (002407) with a net inflow of 124 million yuan from major funds [3] - Boyuan Co., Ltd. (301617) had a net inflow of 84.21 million yuan from major funds [3] - Zhengmu Co., Ltd. (300641) saw a net inflow of 35.59 million yuan from major funds [3]

Group 1 - The core point of the news is that Jianlong Micro-Nano has experienced a decline in stock price, dropping by 5.2% to 35.72 CNY per share, with a total market capitalization of 3.574 billion CNY [1] - Jianlong Micro-Nano specializes in the research, production, sales, and technical services of molecular sieve adsorbents and catalysts in various fields including medical oxygen, energy chemistry, environmental protection, energy-saving building materials, and refrigeration systems [1] - The company's main business revenue is entirely derived from product sales, accounting for 100% of its revenue [1] Group 2 - From the perspective of fund holdings, one fund under Caitong Fund has Jianlong Micro-Nano as a significant holding, with 1,000 shares representing 0.05% of the fund's net value [2] - The fund, Caitong Yixiang Steady Pension One-Year Holding Period Mixed Initiation (FOF) (021166), has a current scale of 54.72 million CNY and has achieved a year-to-date return of 6.84% [2] - The fund's performance ranks 722 out of 1,046 in its category this year, with a one-year return of 9.99%, ranking 633 out of 1,015 [2]

Core Viewpoint - The company has approved an increase in its cash management fund from 300 million yuan to a total of 400 million yuan, allowing for better utilization of idle funds while ensuring operational needs and safety [2][10]. Investment Overview - The purpose of the investment is to enhance fund utilization efficiency and increase returns for the company and its shareholders while ensuring normal operations and project funding [4]. - The additional cash management amount is 100 million yuan, bringing the total to 400 million yuan, which can be used in a rolling manner within this limit [5]. - The source of funds for this cash management is from temporarily idle self-owned funds [5]. Investment Method - The company will strictly control risks by investing in low to medium-risk financial products with high safety and liquidity, such as structured deposits, agreements, and time deposits [6]. - The cash management will not be used for securities investment purposes [6]. Investment Duration - The approval for cash management is valid for 12 months from the date of the board's resolution [9]. Approval Process - The board meeting held on October 16, 2025, approved the cash management proposal, allowing for the increase in the cash management limit [10]. Impact on the Company - The cash management will not affect the company's main business operations and is expected to improve the overall performance and returns for shareholders [16]. - The cash management may impact the balance sheet items such as "cash and cash equivalents" and "financial assets held for trading," as well as the income statement items like "financial expenses" and "investment income" [16].

Core Viewpoint - Jianlong Micro-Nano announced that its stock price has triggered the downward adjustment clause for the "Jianlong Convertible Bonds" as of October 16, 2025, but the company decided not to adjust the conversion price downward [2] Group 1 - The company held its 14th meeting of the 4th Board of Directors to review the situation regarding the convertible bonds [2] - The company will not propose a downward adjustment plan even if the adjustment conditions are triggered again within the next three months, from October 17, 2025, to January 16, 2026 [2]

| 证券代码：688357 | 证券简称：建龙微纳 | 公告编号：2025-054 | | --- | --- | --- | | 转债代码：118032 | 转债简称：建龙转债 | | 截至 2025 年 10 月 16 日，洛阳建龙微纳新材料股份有限公司（以下简称 "公司"）股价已触发"建龙转债"转股价格向下修正条款。 经公司第四届董事会第十四次会议审议，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 2025 年 10 月 17 日至 2026 年 1 月 16 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 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： （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 ...

证券代码：688357 证券简称：建龙微纳 公告编号：2025-055 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 关于追加使用自有资金进行现金管理的公告 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： 基本情况 | 投资金额 | 不超过人民币 40,000 万元 | | --- | --- | | 投资种类 | 安全性高、流动性好的中低风险理财产品 | | 资金来源 | 自有资金 | 已履行的审议程序 洛阳建龙微纳新材料股份有限公司（以下简称"公司"）于 2025 年 10 月 16 日召开第四届董事会第 14 次会议，审议通过了《关于追加使用自有资金进 行现金管理的议案》，同意公司结合实际情况，在保证日常经营资金需求和资 金安全的前提下，在原 30,000 万元现金管理额度的基础上，追加 10,000 万元 自有资金现金管理额度，合计不超过 40,000 万元（含本数）。 一、投资情况概述 （一）投资目的 在保证公司正常生产经营、项目建设等资金需求和资金安全的前提下，使用 部 ...

| 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 ...

Group 1 - The company, Jianlong Micro-Nano, announced plans to acquire at least 51% of the shares of Shanghai Hanxing Energy Technology Co., Ltd. through a cash payment for equity transfer [2] - Upon completion of the transaction, Jianlong Micro-Nano will become the controlling shareholder of the target company [2] - This transaction is expected to constitute a significant asset restructuring as defined by the "Measures for the Administration of Major Asset Restructuring of Listed Companies" [2] Group 2 - As of the date of the announcement, the company and relevant parties are actively advancing the restructuring work, with specific plans still under careful planning and verification [2] - The company will continue to fulfill its information disclosure obligations in accordance with the relevant regulations [2]

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 ...