Jalon(688357)2024-12-27 09:51Group 1: Company Overview and Strategy - The company, Jianlong Micro-Nano, is enhancing cooperation with countries along the Belt and Road Initiative to expand its international market share and improve overall competitiveness [1][2]. - The company is committed to an "internationalization strategy," with a focus on expanding its overseas market presence, particularly through the construction of a 24,000-ton molecular sieve production capacity in Thailand [6]. Group 2: Product and Market Insights - The petrochemical industry is transitioning from refining to fine processing, with the company focusing on aromatic adsorption separation technology, which is crucial for producing essential chemical raw materials [4]. - The molecular sieve industry is experiencing a recovery, driven by national economic policies, which may present new market opportunities for the company [7]. Group 3: Competitive Advantages - The company has a strong patent reserve and mature production processes, ensuring stable quality and consistency in its molecular sieve products, which are critical for clients' operational safety and efficiency [7]. - The company offers integrated solutions, including design, material selection, and technical support, positioning itself as a leader in the molecular sieve industry [7].