Group 1 - Company Jianlong Micro-Nano announced on September 14 that Henan Zhongzheng Kaiyuan Venture Capital Fund holds approximately 4.84% of the company's total shares, while Minqian County Innovation Industry Investment Fund holds about 1.38% [1] - Both funds plan to reduce their holdings by a total of up to approximately 300.18 million shares, which represents no more than 3% of the company's total shares, within three months after the announcement [1] - The reduction will be executed through centralized bidding and block trading, with the price determined by the market price at the time of the reduction [1] Group 2 - For the year 2024, Jianlong Micro-Nano's revenue composition is entirely from the manufacturing of chemical raw materials and chemical products, accounting for 100% [2] - As of the latest report, Jianlong Micro-Nano has a market capitalization of 3.8 billion yuan [3]

本公司董事会、全体董事及相关股东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： 合计持股 5%以上股东的基本情况 河南中证开元创业投资基金（有限合伙）（以下简称"中证开元"）直接持有 洛阳建龙微纳新材料股份有限公司（以下简称"公司"）4,846,331 股，占公司总 股本的 4.84%；民权县创新产业投资基金（有限合伙）（以下简称"民权创投"） 直接持有公司 1,378,525 股，占公司总股本的 1.38%。上述股份均为无限售流通 股且来源于公司首次公开发行前及上市后资本公积金转增股本取得。 | 证券代码：688357 | 证券简称：建龙微纳 | 公告编号：2025-050 | | --- | --- | --- | | 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 关于合计持股 5%以上股东减持股份计划公告 | | 股东名称 | 持有数量（股） | 持有比例 | 一致行动关系形成原因 | | --- | --- | --- | --- | --- | | 第一组 | 河南中证开元创 ...

Core Viewpoint - The announcement indicates that major shareholders of Jianlong Micro-Nano (688357) plan to reduce their holdings due to fund expiration and exit arrangements, potentially impacting the company's stock performance [1] Shareholder Information - Zhongzheng Kaiyuan directly holds 4.84% of the company's shares [1] - Minquan Chuangtou directly holds 1.38% of the company's shares [1] - Both shareholders are considered acting in concert [1] Reduction Plan - The shareholders plan to collectively reduce their holdings by no more than 3,001,800 shares [1] - This reduction represents up to 3% of the company's total shares [1]

Core Viewpoint - Jianlong Micro-Nano (688357.SH) announced a share reduction plan by major shareholders Zhongzheng Kaiyuan and its concerted action party Renquan Venture Capital, allowing for a maximum reduction of 3% of total shares within three months after the announcement [1] Group 1 - The total number of shares to be reduced is up to 3,001,752 shares [1] - The reduction will occur through centralized bidding and block trading methods [1] - The plan is in compliance with the regulations for shareholder reductions in listed companies [1]

Core Viewpoint - Jianlong Micro-Nano (688357.SH) announced a plan for major shareholders Zhongzheng Kaiyuan and its concerted action party Minquan Venture Capital to reduce their holdings by up to 3% of the company's total shares within three months after the announcement, following the expiration of a fund and exit arrangements [1] Summary by Category - **Shareholder Reduction Plan** - Major shareholders plan to reduce their holdings by a maximum of 3% of the total shares, which equates to no more than 3,001,752 shares [1] - The reduction will occur through centralized bidding and block trading methods [1] - The reduction plan will commence 15 trading days after the announcement [1]

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]