（文章来源：证券日报） 证券日报网讯 2月2日，万丰股份在互动平台回答投资者提问时表示，截至2026年1月20日，万丰股份的 股东户数为7105户。 ...

（文章来源：证券日报） 证券日报网讯 2月2日，万丰股份在互动平台回答投资者提问时表示，截至2026年1月30日，公司的股东 户数为6606户。 ...

Group 1 - Far East Holdings announced that its subsidiary won a contract order worth 3.075 billion yuan, including contracts for green building cables and smart manufacturing cables [1] - Yifan Pharmaceutical received a drug registration certificate for Vitamin K1 injection, which is used to treat vitamin K deficiency-related bleeding [2] - Guangdong Electric Power A's Maoming Bohua Power Plant's Unit 4 has successfully commenced commercial operation, with a total investment of 7.484 billion yuan and an expected annual power generation of 8.6 billion kWh [4] Group 2 - Longfly Fiber reported that the global fiber optic cable industry market environment is normal, with product price fluctuations needing comprehensive assessment [25] - Shanghai Yizhong's net profit for 2025 increased by 819.42%, with total revenue of 317 million yuan, a growth of 82.72% [22] - Guizhou Power's subsidiary received a government subsidy of 200 million yuan [8] Group 3 - Zhongxing Communications plans to invest 117 million yuan in the Jianxing Zhanlu Fund, which focuses on new information technology and advanced manufacturing [10] - Suwen Electric Power's subsidiary established a joint investment fund with a total commitment of 68.5 million yuan, with Suwen contributing 5 million yuan [26] - ST Kaiyuan announced that its stock may face delisting risk due to expected negative net assets for 2025 [27]

万丰股份（603172）(603172.SH)发布风险提示公告称，公司注意到，近期受分散染料核心中间体还原 物及部分分散染料价格上涨影响，公司市场关注度有所提高。需特别说明的是，上述产品价格未来预计 变动幅度及其持续性仍存在不确定性，能够为公司带来的预期收益仍存在不确定性。公司主营业务和基 本面未发生重大变化，敬请广大投资者理性投资、审慎决策，注意投资风险。 ...

智通财经APP讯，万丰股份(603172.SH)发布风险提示公告称，公司注意到，近期受分散染料核心中间 体还原物及部分分散染料价格上涨影响，公司市场关注度有所提高。需特别说明的是，上述产品价格未 来预计变动幅度及其持续性仍存在不确定性，能够为公司带来的预期收益仍存在不确定性。公司主营业 务和基本面未发生重大变化，敬请广大投资者理性投资、审慎决策，注意投资风险。 ...

重要内容提示： 证券代码：603172 证券简称：万丰股份 公告编号：2026-003 浙江万丰化工股份有限公司 股票交易风险提示公告 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。 一、生产经营情况 经公司自查，公司目前生产经营活动正常。市场环境、行业政策没有发生重 大调整、生产成本和销售等情况没有出现大幅波动、内部生产经营秩序正常。 不存在应披露而未披露的重大信息。 二、业绩波动风险 公司于 2025 年 10 月 31 日披露了《2025 年第三季度报告》。公司 2025 年 前三季度实现营业收入 417,363,102.22 元；实现利润总额 43,198,837.09 元； 实现归属于上市公司股东的扣除非经常性损益的净利润 36,365,586.21 元。 公司注意到，近期受分散染料核心中间体还原物及部分分散染料价格上涨 影响，公司市场关注度有所提高。需特别说明的是，上述产品价格未来预计变 浙江万丰化工股份有限公司（以下简称"公司"）于 2026 年 1 月 31 日披 露《浙江万丰化工股份有限公司股票交易异常波动公 ...

格隆汇2月2日丨万丰股份(603172.SH)公布，公司注意到，近期受分散染料核心中间体还原物及部分分 散染料价格上涨影响，公司市场关注度有所提高。需特别说明的是，上述产品价格未来预计变动幅度及 其持续性仍存在不确定性，能够为公司带来的预期收益仍存在不确定性。公司主营业务和基本面未发生 重大变化，敬请广大投资者理性投资、审慎决策，注意投资风险。 ...

每经AI快讯，2月2日，万丰股份（603172）(603172.SH)发布风险提示公告，公司注意到，近期受分散 染料核心中间体还原物及部分分散染料价格上涨影响，公司市场关注度有所提高。需特别说明的是，上 述产品价格未来预计变动幅度及其持续性仍存在不确定性，能够为公司带来的预期收益仍存在不确定 性。公司主营业务和基本面未发生重大变化，敬请广大投资者理性投资、审慎决策，注意投资风险。 ...

每经AI快讯，万丰股份涨停走出3连板，3天累计涨幅达33.11%。 （文章来源：每日经济新闻） ...

Investment Rating - The industry is rated as "Outperform the Market - A" [4] Core Insights - The price increase of dyes has been realized, and attention should be paid to changes in the SAF (Sustainable Aviation Fuel) industry chain [1][12] - The supply of key intermediate H acid is under pressure due to environmental and safety production constraints, leading to a significant cost increase for active dyes [2][3] - The industry is experiencing a dual transformation in cost and market structure, with a focus on the concentration of market share among leading companies due to stricter environmental regulations [10][9] Summary by Sections Key Intermediate Supply and Price Dynamics - H acid, essential for producing active dyes, faces supply constraints due to environmental pressures and production incidents, leading to a projected price increase that could raise active dye production costs significantly [2][3] - The effective capacity of H acid is currently below 60,000 tons, with a potential reduction of over 25% due to maintenance shutdowns, reinforcing cost support expectations for active dyes [2] Market Structure and Environmental Regulations - The dye industry is undergoing a consolidation phase, with many non-compliant small manufacturers exiting the market, leading to a more oligopolistic structure [3][10] - The active dye market's CR4 (concentration ratio) is 64.91%, while the dispersed dye market's CR4 is 70.69%, indicating a significant level of market concentration [10] Investment Opportunities - Companies to watch include Runtao Co., Zhejiang Longsheng, Jinji Co., Jihua Group, Yabang Co., Annuoqi, Fulei Ant, Wanfeng Co., and Haixiang Pharmaceutical, which are positioned to benefit from the evolving market dynamics [11] - The SAF sector is also highlighted for potential growth, with expected increases in demand driven by regulatory changes and market dynamics [12][14]