人民财讯9月14日电，建龙微纳(688357)9月14日晚间公告，公司股东中证开元直接持有公司4.84%股 份；民权创投直接持有公司1.38%股份，上述股东为一致行动人。中证开元及民权创投因基金到期及退 出安排计划通过集中竞价、大宗交易方式合计减持不超过300.18万股公司股份，占公司股份总数的比例 不超过3%。 ...

建龙微纳(688357.SH)发布公告，因基金到期及退出安排，公司合计持股5%以上股东中证开元及其一致 行动人民权创投计划在符合上市公司股东减持规定的前提下，自本减持计划公告披露之日起15个交易日 后的3个月内，通过集中竞价、大宗交易方式合计减持不超过300.1752万股公司股份，占公司股份总数 的比例不超过3%。 ...

智通财经APP讯，建龙微纳(688357.SH)发布公告，因基金到期及退出安排，公司合计持股5%以上股东 中证开元及其一致行动人民权创投计划在符合上市公司股东减持规定的前提下，自本减持计划公告披露 之日起15个交易日后的3个月内，通过集中竞价、大宗交易方式合计减持不超过300.1752万股公司股 份，占公司股份总数的比例不超过3%。 ...

Core Points - Jianlong Micro-Nano announced that Zhongzheng Kaiyuan directly holds 4.8463 million shares, accounting for 4.84% of the total shares [1] - The associated party, Minquan Venture Capital, holds 1.3785 million shares, representing 1.38% of the total shares [1] - Due to fund expiration and exit arrangements, both parties plan to reduce their holdings by a total of no more than 3% or 3.0018 million shares within three months from the announcement date [1] - Zhongzheng Kaiyuan intends to reduce its holdings by no more than 2.237 million shares, while Minquan Venture Capital plans to reduce by no more than 664,800 shares [1] - The reduction period is set from October 15, 2025, to January 14, 2026 [1]

费人民币 8,330,000.00 元（不含增值税）后，剩余募集资金人民币 691,670,000.00 元。扣除其他发行费用（不含增值税）1,616,981.13 元后，募集资金净额为人民 币 690,053,018.87 元。公司对募集资金已采用专户存储制度管理。 | 证券代码：688357 | 证券简称：建龙微纳 | 公告编号：2025-049 | | --- | --- | --- | | 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 关于开立募集资金现金管理专用结算账户并签订 三方监管协议的公告 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。 2025 年 4 月 8 日，洛阳建龙微纳新材料股份有限公司（以下简称"公司"） 召开第四届董事会第九次会议、第四届监事会第六次会议，审议通过了《关于使 用部分暂时闲置募集资金进行现金管理的议案》，同意公司向不特定对象发行可 转换公司债券募集资金不超过人民币 52,000.00 万元（含本数）的暂时闲置募集 资金在确保不影响募集资金 ...

| 证券代码：688357 | 证券简称：建龙微纳 | 公告编号：2025-048 | | --- | --- | --- | | 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 关于参加 2025 年半年度科创板新材料行业 集体业绩说明会的公告 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： （ 二 ） 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） （三）会议召开方式：上证路演中心网络互动 三、参加人员 董事长：李建波先生 投资者可于 2025 年 9 月 11 日（星期四）至 9 月 17 日（星期三）16:00 前登 录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@jalon.cn 进 行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 洛阳建龙微纳新材料股份有限公司（以下简称"公司"）已于 2025 年 8 月 30 日发布公司 ...

Investment Rating - The report maintains a rating of "B" for the new materials sector, indicating a leading position in the market [2]. Core Insights - The new materials sector has experienced a decline, with the new materials index falling by 0.31%, underperforming compared to the ChiNext index which dropped by 2.67% [4]. - The report highlights the potential of Direct Air Capture (DAC) technology, which has been recognized by the Shanghai government as a key technology for 2025, suggesting significant market opportunities in domestic adsorption materials and equipment [7]. Market Performance - The new materials sector saw varied performance across sub-sectors: - Synthetic biology index decreased by 0.51% - Semiconductor materials fell by 4.74% - Electronic chemicals dropped by 1.54% - Biodegradable plastics increased slightly by 0.02% - Industrial gases decreased by 1.20% - Battery chemicals surged by 13.36% [4][19]. Price Tracking - Weekly price changes for key chemical products include: - Valine: 12,750 CNY/ton (-1.92%) - Arginine: 22,900 CNY/ton (-1.08%) - Tryptophan: 39,500 CNY/ton (-4.82%) - Methionine: 22,050 CNY/ton (-0.68%) - PLA (injection grade): 17,800 CNY/ton (unchanged) - PLA (blown film grade): 17,200 CNY/ton (unchanged) [5]. Investment Recommendations - The report suggests focusing on DAC technology and related materials and equipment, highlighting companies such as Blue Sky Technology, Jianlong Micro-Nano, and Xizhuang Co., among others, as potential investment opportunities [8].

Market Trends - The domestic market indices showed a decline, with the Shanghai Composite Index closing at 3,813.56, down 1.16% [4] - The New Materials sector index increased by 3.72%, underperforming the ChiNext Index by 4.01% [5] Industry Commentary - The State Council's issuance of the "Artificial Intelligence +" action plan is expected to drive rapid development in AI new materials [5] - The FDA's plan to phase out synthetic food colorings is likely to benefit domestic natural colorant companies due to a surge in demand [8] Company Analysis - **Yara International (000893.SZ)**: The company reported a 48.5% year-on-year increase in revenue to 2.52 billion yuan and a 216.6% increase in net profit to 850 million yuan for H1 2025, driven by rising potassium fertilizer prices and sales [10] - **Jianlong Micro-Nano**: The company achieved a revenue of 378 million yuan in H1 2025, a 0.33% increase year-on-year, with a focus on expanding its product matrix and overseas growth [11] - **Xianlead Intelligent (300450.SZ)**: The company reported a strong rebound in order volume for H1 2025, with revenue expected to grow significantly due to the recovery of the lithium battery sector [14] - **Zhejiang Rongtai (603119.SH)**: The company is focusing on the development of humanoid robots and reported steady growth in its main business [26] - **Qingda Environmental Protection (688501.SH)**: The company’s performance met expectations, with AI applications in the thermal power sector expected to exceed forecasts [29] Investment Recommendations - The AI server market is projected to grow from $125.1 billion in 2024 to $158.7 billion in 2025, with significant growth in China's AI computing market anticipated [5] - Domestic natural colorant companies are recommended for investment due to the expected demand surge from the FDA's synthetic colorant phase-out [8] - Yara International is expected to achieve net profits of 1.89 billion, 2.54 billion, and 3.52 billion yuan from 2025 to 2027, with a corresponding PE ratio of 16, 12, and 9 [10] - Jianlong Micro-Nano is expected to enhance its capabilities through strategic acquisitions and product development [11]

Investment Rating - The report assigns a "Buy-B" rating for the company, indicating a positive outlook based on expected growth and strategic developments [3][8]. Core Insights - The company reported a revenue of 378 million yuan for the first half of 2025, a year-on-year increase of 0.33%, and a net profit of 49 million yuan, up 4.91% year-on-year [3]. - The second quarter of 2025 saw a revenue of 201 million yuan, reflecting an 8.32% increase year-on-year, with net profit rising significantly by 57.60% to 23 million yuan [3][4]. - The company is focusing on optimizing its product structure and enhancing cost control to maintain operational stability amid industry fluctuations [4]. - The Thai base has emerged as a new growth engine, with revenue from this segment reaching 57.47 million yuan, a 47.89% increase year-on-year [5]. - The planned acquisition of Shanghai Hanheng Energy is expected to strengthen the company's capabilities in providing integrated solutions in the petrochemical and energy sectors [6]. Financial Performance - The company is projected to achieve revenues of 891 million yuan, 1.021 billion yuan, and 1.169 billion yuan for the years 2025, 2026, and 2027, respectively, with year-on-year growth rates of 14.45%, 14.51%, and 14.56% [8]. - Net profit forecasts for the same years are 109 million yuan, 128 million yuan, and 147 million yuan, with growth rates of 45.72%, 17.28%, and 14.79% [8]. - The earnings per share (EPS) are expected to be 1.09 yuan, 1.28 yuan, and 1.47 yuan for 2025, 2026, and 2027, respectively, with corresponding price-to-earnings (P/E) ratios of 29.78, 25.39, and 22.12 [8]. Business Strategy - The company is enhancing its product offerings in sustainable aviation fuel (SAF), carbon capture, and other emerging fields, which are expected to contribute to future growth [5]. - The integration of material customization, equipment matching, and process package delivery is a strategic focus, aiming to create a comprehensive service model for the energy and chemical industries [6].

Market Overview - The Shanghai Composite Index closed at 3844.84 points, with a decline of 0.79% [1] - The total trading volume of A-shares reached 1,930.44 billion yuan [1] Stocks with Death Cross - A total of 43 A-shares experienced a death cross, where the 5-day moving average fell below the 10-day moving average [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Zhongma Transmission (603767) with a distance of -3.93% [1] - Jifeng Technology (300022) with a distance of -1.30% [1] - Canqin Technology (688182) with a distance of -1.28% [1] Individual Stock Performance - Zhongma Transmission (603767) saw a decrease of 0.82% with a latest price of 29.01 yuan, which is 8.91% below the 10-day moving average [1] - Jifeng Technology (300022) decreased by 2.12%, latest price at 8.30 yuan, 4.39% below the 10-day moving average [1] - Canqin Technology (688182) dropped by 6.45%, latest price at 25.68 yuan, 7.56% below the 10-day moving average [1] - Other notable declines include: - Meiai Technology (688376) down 4.72% [1] - Jingxin Pharmaceutical (002020) down 2.82% [1] - Zhongyuan Media (000719) down 1.36% [1] Additional Stocks with Death Cross - Other stocks showing a death cross include: - Guomai Technology (002093) down 5.22% [2] - Nanfang Pump Industry (300145) down 5.30% [2] - ST Diweixun (300167) down 1.59% [2] - Aerospace Development (000547) down 3.00% [2] - The performance of these stocks indicates a broader trend of declining prices among companies experiencing a death cross [2]