登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603172 证券简称：万丰股份 公告编号：2026-002 浙江万丰化工股份有限公司 股票交易异常波动公告 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： ● 浙江万丰化工股份有限公司（以下简称"公司"）A股股票交易于2026年1月28日、2026年1月29日、 2026年1月30日连续三个交易日内日收盘价格涨幅偏离值累计达到20%，根据《上海证券交易所交易规 则》的有关规定，属于股票交易异常波动的情形。 ● 经公司自查，截至本公告披露日，确认不存在应披露而未披露的重大信息。 ● 公司敬请广大投资者注意二级市场投资风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票交易于2026年1月28日、2026年1月29日、2026年1月30日连续三个交易日内日收盘价格涨幅偏 离值累计达到20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动的情况。 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 ...

浙江万丰化工股份有限公司 证券代码：603172 证券简称：万丰股份 公告编号：2026-002 股票交易异常波动公告 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： 一、股票交易异常波动的具体情况 公司股票交易于 2026 年 1 月 28 日、2026 年 1 月 29 日、2026 年 1 月 30 日 连续三个交易日内日收盘价格涨幅偏离值累计达到 20%，根据《上海证券交易 所交易规则》的有关规定，属于股票交易异常波动的情况。 二、公司关注并核实的相关情况 针对公司股票交易异常波动的情况，公司对有关事项进行了核查，并发函 问询了公司控股股东及实际控制人，现将有关情况说明如下： （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）重大事项情况 经公司自查并向控股股东及实际控制人书面发函查证，截至本公告披露日， 公司及公司控股股东、实际控制人均不存在影响公司股票交 ...

关于浙江万丰化工股份有限公司 股价异常波动问询的回函 浙江万丰化工股份有限公司董事会： 本人于 2026 年 1 月 30 日，收到贵公司发来的《关于浙江万丰化工股份有 限公司股价异常波动有关问题的问询函》，经本人认真核查，现将有关问题回 复如下: 本人为浙江万丰化工股份有限公司的实际控制人，截止本函回复日，本人 及一致行动人不存在涉及上市公司的应披露而未披露的重大信息;不存在筹划 涉及上市公司的重大事项，包括但不限于重大资产重组、股份发行、重大交易 类事项、业务重组、股份回购、股权激励、破产重整、重大业务合作、引进战 略投资者等重大事项；本次上市公司股票交易异常波动期间，本人及一致行动 人不存在买卖上市公司股票的情形。 特此回函。 本人签字: 2026年1月30日 关于浙江万丰化工股份有限公司 股价异常波动问询的回函 浙江万丰化工股份有限公司董事会： 本人于 2026 年 1 月 30 日，收到贵公司发来的《关于浙江万丰化工股份有 限公司股价异常波动有关问题的问询函》，经本人认真核查，现将有关问题回 复如下: 本人为浙江万丰化工股份有限公司的实际控制人，截止本函回复日，本人 及一致行动人不存在涉及上市公司的 ...

南财智讯1月30日电，万丰股份公告，公司股票交易于2026年1月28日、2026年1月29日、2026年1月30日 连续三个交易日内日收盘价格涨幅偏离值累计达到20%，根据《上海证券交易所交易规则》的有关规 定，属于股票交易异常波动的情形。经公司自查，并向控股股东及实际控制人书面问询确认，公司目前 生产经营活动正常，市场环境、行业政策未发生重大调整，生产成本和销售情况未出现大幅波动；公司 及控股股东、实际控制人不存在应披露而未披露的重大事项，包括但不限于重大资产重组、发行股份、 上市公司收购、债务重组、业务重组、资产剥离或资产注入等；未发现对公司股票交易价格可能产生重 大影响的媒体报道、市场传闻或热点概念事项；公司控股股东及其一致行动人、实际控制人、董事、高 级管理人员在本次异常波动期间不存在买卖公司股票的情况。 ...

Group 1: Agricultural Industry - DaFa V is expected to release a significant document related to hybrid corn seed production, highlighting the leading companies in the sector such as YinHai Seed Industry, ZhongShui HaiYe, WanXiang DeNong, and DunHuang Seed Industry [2] - Agricultural Development Group, a key player in seed production, has a comprehensive strength ranking among domestic seed producers, focusing on corn, wheat, and rice seeds, with extensive land holdings [2] - The company has seen a rapid stock price increase, with a notable performance of 3 trading days with 2 price limits [2] Group 2: Robotics and AI - Beijing Humanoid Robot Innovation Center has launched a pilot verification platform, indicating advancements in humanoid robotics [3] - Tianqi Co. has partnered with various companies to provide diverse robotic products and solutions, with a notable collaboration for the 2026 Spring Festival [3] - The company has seen significant stock performance, with 5 trading days and 3 price limits [3] Group 3: Semiconductor and Electronics - Companies like TaiJi Industrial and ShiYiDa are leading in DRAM packaging and semiconductor testing equipment, with significant revenue growth expected [3][4] - The semiconductor industry is experiencing a surge in demand, with companies like JingPuTe and BaiYun Electric focusing on innovative solutions for data centers and electric drive systems [4] - Google Cloud has announced price increases, reflecting the growing demand for cloud services [4] Group 4: Space and Satellite Communication - LongJiang Communication is focusing on low-orbit satellite communication, contributing to the establishment of standards in the industry [5] - TianTong Co. is showcasing its capabilities in commercial satellite technology and electronic manufacturing services, enhancing the supply chain for the aerospace industry [5] Group 5: Chemical and Material Industry - BaiChuan Co. is actively involved in the production of chemical products and is expanding into the lithium battery materials sector [5] - The company is also experiencing stock performance with 3 trading days and 3 price limits [5] - The PCB materials market is seeing price increases, with Japanese manufacturers raising prices by over 30% [5] Group 6: Consumer Goods and Retail - The State Council has issued a plan to accelerate the growth of service consumption, impacting companies in the retail and entertainment sectors [3] - Companies like HengDian Film and HuangTai Liquor are experiencing stock price increases, indicating positive market sentiment [3]

Investment Rating - The industry investment rating is "Outperform the Market - A" [5] Core Insights - The industry is experiencing a dual transformation in cost and structure due to high dependence on key intermediates, particularly 2-chloro-4-nitroaniline, which is essential for the production of disperse dyes [1] - The concentration of the disperse dye industry is increasing, with a CR4 of 70.69%, as stricter environmental regulations lead to the exit of non-compliant small and medium enterprises [2] - The implementation of carbon neutrality policies is expected to limit capacity expansion and further concentrate market share among companies with superior energy-saving and environmental protection technologies [2] Summary by Sections Industry Overview - The disperse dye industry is heavily reliant on key intermediates, which may lead to increased production costs and potential market consolidation [1] - Environmental regulations are tightening, resulting in a higher concentration of the industry and the exit of non-compliant firms [2] Company Recommendations - Recommended companies include: - Zhejiang Longsheng: 300,000 tons of dye and 100,000 tons of additives capacity, leading market share [3] - Runtu Co., Ltd.: 118,000 tons of disperse dye capacity [3] - Jihua Group: 75,000 tons of disperse dye capacity [3] - Yabang: Leading in anthraquinone structure disperse dyes [3] - Annoqi: 40,000 tons of disperse dye capacity [3] - Fulai Ant: 24,000 tons of disperse dye capacity [3] - Wanfeng: 10,000 tons of disperse dye capacity, with expansion plans [3] Market Performance - The industry has shown strong relative and absolute returns over the past months, with a 30.3% increase over 12 months [8]

Group 1 - Small-cap stocks exhibit higher volatility and activity compared to large-cap stocks, making them more likely to become market leaders [1] - As of January 19, there are 828 stocks with a circulating market value below 3 billion yuan, and 309 stocks with a circulating market value below 2 billion yuan [1] - A total of 1,502 stocks have a total market value below 5 billion yuan, with 463 stocks having a total market value below 3 billion yuan [1] Group 2 - The three stocks with the smallest circulating market values are *ST Changyao at 0.154 billion yuan, *ST Aowei at 0.274 billion yuan, and *ST Lifang at 0.429 billion yuan [1] - The three stocks with the smallest total market values are *ST Changyao at 0.154 billion yuan, *ST Aowei at 0.309 billion yuan, and *ST Lifang at 0.430 billion yuan [1] - A detailed list of stocks with circulating market values below 2 billion yuan includes various sectors such as pharmaceuticals, defense, and technology [1][2]

Core Viewpoint - The success of WanFeng Co., Ltd. is attributed to its commitment to innovation and focus on its core business in the dyeing industry, achieving significant advancements in green dyeing and energy efficiency [1] Group 1: Company Background and Development - WanFeng Co., Ltd. has nearly 40 years of technical accumulation in the dyeing field, leading to a 30% reduction in comprehensive energy consumption and pollutant emissions [1] - The company transitioned from a local dye factory to a leading player in the domestic disperse dyeing sector, focusing on high-end niche markets to avoid homogenized competition [1] - The company established a 150-acre dye factory in 2003, primarily producing disperse dyes for polyester and blended fabrics, emphasizing a focus on outdoor and sports fabric businesses [1] Group 2: Innovation and R&D - In 2024, the company invested 18.44 million yuan in R&D, a year-on-year increase of 11.16%, with further investments in 2025 reaching 9.05 million yuan in the first half, a nearly 30% increase [1] - WanFeng Co., Ltd. has developed a new type of dye that can withstand high temperatures of up to 180°C, significantly improving energy efficiency and reducing pollutant emissions by about one-third [1] - The company has established long-term collaborations with several universities, including Donghua University, to enhance its R&D capabilities and develop innovative dyeing technologies [1][2] Group 3: Market Position and Future Goals - WanFeng Co., Ltd. is recognized for its ability to meet complex customer demands, with a reputation for providing hard-to-find dyes in the high-end market [1] - The company aims to extend its reach into higher-end material chains, focusing on strategic materials like polyimide and graphene-enhanced polyimide materials [2] - The long-term goal of the company is to perfect its dyeing processes while successfully developing a second growth curve in the new materials sector [2]

Core Viewpoint - Wanfu Co., Ltd. has successfully positioned itself in the high-end dye market through innovation and a focus on core business, achieving significant advancements in green dyeing technology and operational efficiency [2][6]. Group 1: Company Background and Development - Wanfu Co., Ltd. has nearly 40 years of experience in the dyeing industry, evolving from a local dye factory to a leading player in the dispersed dye segment in China [2]. - The company was founded by Chairman Yu Xingying, who initially entered the dye industry by chance and has since emphasized innovation and specialization as key to success [2][3]. - The company faced early challenges such as funding shortages and technical bottlenecks, which were addressed by recruiting talent from outside the local area [3][4]. Group 2: Innovation and R&D - Wanfu Co., Ltd. has made substantial investments in R&D, with a budget of 18.44 million yuan in 2024, marking an 11.16% increase year-on-year, and a projected 30% increase in the first half of 2025 [6]. - The company has developed unique technologies, such as high-performance star-shaped disperse dyes that eliminate the need for reduction cleaning and can withstand high temperatures of up to 180°C, significantly reducing energy consumption and pollutant emissions by approximately 30% [9][10]. - Wanfu Co., Ltd. has established partnerships with several universities to enhance its R&D capabilities, focusing on cutting-edge technologies and innovative dyeing processes [8]. Group 3: Market Position and Strategy - The company has strategically targeted the mid-to-high-end dye market, avoiding low-end competition and focusing on unique product offerings tailored to customer needs [4][6]. - Wanfu Co., Ltd. has achieved recognition in the industry, with a reputation for solving complex dyeing challenges, as evidenced by its ability to deliver superior products in a fraction of the time compared to competitors [6][7]. - The company has received multiple environmental certifications, including 126 products certified by Bluesign and ZDHC level 3, reflecting its commitment to sustainability and quality [7]. Group 4: Future Outlook - Wanfu Co., Ltd. aims to continue its growth trajectory by expanding into high-end materials, such as polyimide and graphene-enhanced materials, which are critical for advanced applications in various industries [10]. - The company is committed to long-term development, focusing on refining its dye products while exploring new growth avenues in innovative materials [10].

证券代码：603172 证券简称：万丰股份 公告编号：2026-001 浙江万丰化工股份有限公司 2026年第一次临时股东会决议公告 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 43 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 90,198,700 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 67.6253 | (四) 表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等。 本次股东大会由董事会召集，会议采取现场与网络投票方式进行记名投票表 决，对需审议议案进行逐项投票表决，表决方式符合《公司法》《公司章程》及 国家相关法律、法规的规定。公司董事长俞杏英女士主持本次股东会。 (一) 股东会召开的时间：2026 年 1 月 16 日 (二) 股东会召开的地点：浙江省绍兴市柯桥区马鞍街道新二村公司会议室 (三) ...