【私募调研记录】凯丰投资调研建龙微纳

Group 1 - The core viewpoint of the news is that Kaifeng Investment has conducted research on a listed company, Jianlong Micro-Nano, focusing on its significant asset restructuring and expansion into high value-added projects [1] - Jianlong Micro-Nano plans to acquire Shanghai Hanxing Energy Technology Co., Ltd. to enhance its product offerings in high value-added sectors [1] - The company has successfully launched its second phase project in Thailand, achieving an annual production capacity of 24,000 tons, which will cater to overseas markets [1] Group 2 - Jianlong Micro-Nano has decided not to adjust the conversion price during a specific period, indicating confidence in its future performance [1] - Future growth points for Jianlong Micro-Nano are expected to come from both traditional and new product markets, including industrial gas separation and adsorption drying [1] - The company is also focusing on advancing in new fields such as petrochemicals, energy chemicals, and renewable resources [1]