Jianlong Weina (688357.SH): The SAF heterogeneous dewaxing catalyst has completed long-cycle industrial side-stream evaluation by downstream customers.

Gelonghui, June 1 — Jianlong Micro-Nano (SHA: 688357) stated on an investor interaction platform that the company's SAF heterogeneous dewaxing catalyst has completed long-cycle industrial side-stream evaluation by downstream clients, with test data meeting expected technical specifications. The company is currently actively advancing its first industrial demonstration project. For specific details regarding the project’s commissioning timeline, production capacity, and revenue contribution, please refer to the company’s subsequent periodic reports and relevant announcements.

Gelonghui FinanceJun 1 16:06

Jianlong Weina (688357): Phase II of Jianlong Thailand fully capitalized; capacity ramp-up expected to improve performance

Core rationale: 1) The import price of catalyst products is approximately USD 37,337.26 per ton, while the export price is approximately USD 7,921.37 per ton, indicating that domestic substitution capabilities still require strengthening; 2) The company is a domestic player in the field of molecular sieve new materials.

Southwest SecuritiesMay 29 00:00

Company Q&A | Jianlong Micro-Nano: Thailand Jianlong achieved revenue of RMB 136 million in 2025, an increase of 72.93% year-over-year, and has become a key pillar of the company's internationalization strategy.

Gelonghui, May 25 — An investor asked Jianlong Weina on an interactive platform: 'Brokerage reports have highlighted uncertainties regarding the ramp-up progress of new capacities, such as the Thailand Phase II project and expansion initiatives. What is the current status of these projects, and when are they expected to contribute incremental output?' Jianlong Weina responded that the Thailand Jianlong Phase II project was completed and put into operation by the end of 2024, effectively enhancing the company’s localized overseas delivery capabilities. In 2025, Thailand Jianlong achieved revenue of RMB 136 million, a year-over-year increase of 72.93%, becoming a key pillar of the company’s internationalization strategy and significantly strengthening its overseas business contribution. The company will continue optimizing its global

Gelonghui FinanceMay 25 15:55

Company Q&A | Jianlong Weina: In the event of significant fluctuations in raw material prices, the company will respond by adjusting the sales price of relevant products on a case-by-case basis, procuring raw materials according to demand, and conducting

Gelonghui, May 25 — An investor asked Jianlong Weina on an interactive platform: 'The company reported revenue of RMB 841 million in 2025, up 7.94% year-over-year, and net profit of RMB 985.236 million, up 31.79% year-over-year. The net profit growth significantly outpaced revenue growth in 2025. Can this trend continue into 2026?' Another investor inquired about the pressure from rising raw material prices. The company responded that raw material prices for its high-end products remain relatively stable. However, if lithium salt prices experience significant volatility again, what mitigation mechanisms does the company have in place? Does it employ long-term supply agreements or inventory strategies? Jianlong Weina replied that the company’s net profit increased by 3

Gelonghui FinanceMay 25 15:47

Company Q&A | Jianlong Weina: The acquisition of a 40% equity stake in Hanxing Energy has been completed, and the company has appointed two directors to Hanxing Energy's board.

Gelonghui, May 25 — An investor asked Jianlong Weina on an interactive platform: In early February, the company announced plans to acquire a 40% equity stake in Hanxing Energy for RMB 200 million, marking a critical step in its strategic transformation from a 'materials supplier' to an integrated technology service provider offering 'materials + processes + equipment.' However, the acquisition process has encountered numerous challenges—initially, the company intended to acquire a controlling stake (≥51%), but later shifted to a minority investment due to immature conditions. Regarding the latest progress on integration since the February announcement: at what stage does the acquisition of Hanxing Energy currently stand? Has the director appointed by the company to Hanxing Energy’s board already taken office? Jianlong Weina responded that the company’s acquisition of a 40% equity stake in Hanxing Energy

Gelonghui FinanceMay 25 15:38

Company Q&A | Jianlong Weina: Overseas sales revenue exceeded RMB 200 million for the first time in 2025, up 8.94% year-over-year, with primary growth driven by markets in North America, India, and Southeast Asia.

Gelonghui, May 25 — An investor asked Jianlong Weina on an interactive platform: "Drivers of export business growth: In 2025, overseas sales revenue reached RMB 217 million. What was the year-over-year growth rate? Where are the main growth drivers for overseas operations?" Jianlong Weina responded that in 2025, the company’s overseas sales revenue surpassed the RMB 200 million mark for the first time, reaching RMB 217 million, an increase of 8.94% year-over-year, outpacing the overall revenue growth rate of the company and accounting for 25.79% of total revenue. Among this, Jianlong Thailand, serving as a strategic overseas hub, achieved revenue of RMB 136 million in 2025, up 72.93% year-over-year. The primary drivers of overseas business include

Gelonghui FinanceMay 25 15:19