江苏亚邦染料股份有限公司 证券代码：603188 证券简称：亚邦股份 公告编号：2026-008 关于关联方为公司全资子公司银行借款提供担保 及子公司提供反担保的公告 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： 担保对象及基本情况 | | 被担保人名称 | | 江苏亚邦进出口有限公司 | | | --- | --- | --- | --- | --- | | | 本次担保金额 | 1000 | 万元 | | | 担保对象 | 实际为其提供的担保余额 （不含本次担保金额） | 3500 | 万元 | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | 本次担保是否有反担保 | 是 | □否 | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股 | 17,800 | | 子公司对外担保总额（万元） | | | 对外担保总额占上市公司最近一 期经审计净资产的 ...

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： 担保对象及基本情况 | | 被担保人名称 本次担保金额 | 19,355.98 | 江苏亚邦染料股份有限公司 万元 | | | --- | --- | --- | --- | --- | | 担保对象 | 实际为其提供的担保余额 (不含本次担保金额） | 24,000.00 | 万元 | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | 本次担保是否有反担保 | 是 | 否 | □不适用：_________ | 证券代码：603188 证券简称：亚邦股份 公告编号：2026-007 江苏亚邦染料股份有限公司 关于全资子公司为公司银行贷款提供担保的公告 （一）基本情况 | 主要股东及持股比例 | 江苏国经控股集团有限公司持有 29.64% | | | | | --- | --- | --- | --- | --- | | 法定代表人 卢建平 | | | | | | 统一社会信用代码 | 9132040078438 ...

证券代码：603188 证券简称：亚邦股份 公告编号：2026-006 江苏亚邦染料股份有限公司 关于公开挂牌转让宁夏亚东化工有限公司 100%股权 及债权的公告 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： 江苏亚邦染料股份有限公司（以下简称"公司"或"亚邦股份"）将通过 常州产权交易所有限公司（以下简称"常州产交所"）公开挂牌打包转让控股子 公司江苏恒隆作物保护有限公司（以下简称"恒隆公司"）所持有的宁夏亚东化 工有限公司（以下简称"宁夏亚东"）100%股权及亚邦股份所持有的对宁夏亚东 的债权，首次打包挂牌转让价格为 5260.01 万元。其中宁夏亚东股东全部权益价 值挂牌价格 100 元，亚邦股份所持有的对宁夏亚东的债权价值挂牌价格 5260.00 万元。 根据坤元资产评估有限公司出具的坤元评报[2026]34 号评估报告，截至 2025 年 12 月 31 日（评估基准日），本次拟转让的宁夏亚东有限公司股权全部权 益价值为-38,377,490.45 元，亚邦股份所持有的对宁夏亚东的债权价值为 52, ...

证券代码：603188 证券简称：亚邦股份 公告编号：2026-005 江苏亚邦染料股份有限公司 关于重大诉讼的进展公告 1、确认原告江苏亚邦染料股份有限公司对被告江苏仁欣环保科技有限公司 享有破产债权金额为 87833256.28 元（其中本金为 86632470.84 元，利息为 1200785.44 元）； 重要内容提示： 案件所处的诉讼阶段：一审判决已下达，尚未生效。 上市公司所处的当事人地位：原告 涉案金额：87,363,275.13 元（不含其他费用，利息暂计至 2025 年 4 月 15 日止） 是否会对上市公司损益产生影响：公司已为江苏仁欣环保科技有限公司代偿 本金及利息 8,675.76 万元。根据《企业会计准则》和公司相关会计政策的规定，公 司已在 2023 年度及 2024 年度财务报表中累计计提信用减值损失 8,675.76 万元。公 司将持续按照会计准则相关规定，根据一审判决和案件进展情况进行相应的会计处 理。本判决为一审判决，各方当事人有权在规定期限内提起上诉，案件最终判决结 果存在不确定性，诉讼结果对公司本期及期后利润的影响尚存在不确定性，敬请投 资者注意投资风险。 一、本次诉讼 ...

Core Viewpoint - The company, Jiangsu Yabong Dye Co., Ltd., has announced a guarantee adjustment and provided a guarantee for its wholly-owned subsidiary, Jiangsu Yabong Import and Export Co., Ltd., to support its operational funding needs [2][9]. Group 1: Guarantee Details - Jiangsu Yabong Import and Export Co., Ltd. has signed a maximum credit contract with Agricultural Bank of China, Changzhou Wujin Branch, allowing it to apply for various credit services up to RMB 193.559 million from February 11, 2026, to February 10, 2029 [2][6]. - Jiangsu Yabong Hual Dye Co., Ltd. will provide a maximum mortgage guarantee for the credit contract, ensuring the debt obligations are met [2][5]. Group 2: Internal Decision Process - The board of directors approved a total guarantee limit of up to RMB 1 billion for the fiscal year 2025, with specific limits based on the subsidiaries' debt-to-asset ratios [3]. - As of the announcement date, RMB 418 million of the approved guarantee amount has been utilized, with RMB 408 million for subsidiaries with a debt-to-asset ratio below 70% and RMB 10 million for those above [3]. Group 3: Necessity and Reasonableness of Guarantee - The guarantee is deemed necessary to meet the daily operational funding needs of the subsidiary, promoting its business development and improving operational efficiency [9]. - The financial condition of Jiangsu Yabong Import and Export Co., Ltd. is stable, and it has the capacity to repay its debts, making the guarantee a controlled risk [9][10]. Group 4: Board Opinion - The board believes that the subsidiary has a sound organizational structure and management mechanism, allowing effective monitoring and management, thus minimizing guarantee risks [10]. - The guarantee aligns with the overall development needs of the company and will not harm the interests of the company or its shareholders, particularly minority shareholders [10]. Group 5: Cumulative Guarantee Information - As of the announcement date, the company has cumulative external guarantees, with no overdue guarantees reported [11].

Market Overview - On February 13, the Jiangsu state-owned enterprise reform sector fell by 1.12% compared to the previous trading day, with Jiang Tian Chemical leading the decline [1] - The Shanghai Composite Index closed at 4082.07, down 1.26%, while the Shenzhen Component Index closed at 14100.19, down 1.28% [1] Stock Performance - Notable gainers in the Jiangsu state-owned enterprise reform sector included: - Shifujian Shen (300528) with a closing price of 24.59, up 3.80% on a trading volume of 530,200 shares and a transaction value of 1.297 billion [1] - Jinling Hotel (601007) closed at 8.27, up 2.48% with a trading volume of 133,600 shares and a transaction value of 110 million [1] - Major decliners included: - Jiang Tian Chemical (300927) which closed at 31.82, down 6.30% with a trading volume of 135,300 shares and a transaction value of 436 million [2] - Xugong Machinery (000425) closed at 11.79, down 3.12% with a trading volume of 836,400 shares and a transaction value of 991 million [2] Capital Flow - The Jiangsu state-owned enterprise reform sector experienced a net outflow of 420 million from main funds, while retail funds saw a net inflow of 130 million [2] - The following stocks had significant capital flows: - Taiji Industry (600667) had a net inflow of 16.97 million from main funds, while retail funds saw a net outflow of 81.12 million [3] - Jinling Hotel (601007) had a net inflow of 11.40 million from main funds, but a net outflow of 13.69 million from retail funds [3]

担保的公告 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： 担保对象及基本情况 | | 被担保人名称 | | 江苏亚邦进出口有限公司 | | | --- | --- | --- | --- | --- | | | 本次担保金额 | 19,355.98 | 万元 | | | 担保对象 | 实际为其提供的担保余额 (不含本次担保金额） | 4500 | 万元 | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | 本次担保是否有反担保 | 是 | 否 | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股 子公司对外担保总额（万元） | 37,155.98 | | 对外担保总额占上市公司最近一 期经审计净资产的比例（%） | 53.92 | | 特别风险提示（如有请勾选） | 担保金额（含本次）超过上市公司最近一 | | | 期经审计净资产 50% | | ...

Investment Rating - The industry investment rating is "Overweight" [2] Core Insights - The dye industry is expected to see a recovery in demand due to both domestic and international factors, with China maintaining its position as the world's largest producer, consumer, and exporter of dyes, with an annual production exceeding 900,000 tons [5][18] - The supply structure of dyes is improving, with leading companies possessing significant pricing power due to the elimination of smaller, less compliant enterprises [7][29] - The price increase of dyes is driven by the intermediate production process, benefiting companies with integrated supply chains [8][48] Summary by Sections Demand and Supply Dynamics - The dye industry is characterized by diverse products and applications, with significant growth in downstream printing and dyeing fabric production, which is projected to grow at a compound annual growth rate (CAGR) of 2.59% from 2018 to 2024 [20] - China's dye export volume is expected to reach 272,000 tons in 2024, reflecting an 11% year-on-year increase, supported by a compound annual growth rate of 7.51% from 2020 to 2025 [23] Environmental and Regulatory Landscape - The dye industry faces stringent environmental regulations, leading to the gradual elimination of high-pollution, low-compliance small enterprises, thus optimizing the industry structure [26][29] - Recent regulatory changes have increased compliance costs for smaller players, further consolidating market share among larger firms [30] Intermediate Supply and Price Trends - The production of key intermediates, such as H acid and reducing agents, is critical for dye manufacturing, with recent supply disruptions leading to price increases [40][45] - The price of reducing agents has surged from 25,000 yuan/ton to approximately 50,000 yuan/ton, directly impacting the production costs of disperse dyes [43] Key Companies in the Industry - Zhejiang Longsheng is a leading enterprise with a dye production capacity of 300,000 tons and a strong integrated supply chain [51] - RunTu Co. has a well-established dye industry system with a total dye production capacity of 238,000 tons [53] - Annoqi focuses on differentiated dye products and is integrating AI technology into its production processes [54] - Jinhua Group has a dye production capacity of 95,000 tons and is expanding its product portfolio through strategic acquisitions [56]

Core Viewpoint - The company, 亚邦股份, has confirmed that it exports products to EU countries, indicating its international market presence and customer relationships [1] Group 1 - The company has established connections with both domestic and international clients over recent years [1] - The company acknowledges inquiries from investors regarding its export activities to EU countries [1] - The company expresses gratitude for investor interest and questions regarding its operations [1]

Group 1 - The company, 亚邦股份 (603188.SH), has confirmed that its products are exported to EU countries [1]