证券代码：603188 证券简称：亚邦股份 公告编号：2026-004 江苏亚邦染料股份有限公司 关于担保额度调剂及全资子公司为全资子公司提供担保的公告 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 （一）担保的基本情况 江苏亚邦染料股份有限公司（以下简称"公司"或"亚邦股份"）全资子公司江苏亚邦进出口有限公司（以 下简称"亚邦进出口"）因日常经营发展需要，于近日与中国农业银行股份有限公司常州武进支行（以下 简称"农业银行常州武进支行"）签订《最高额用信合同》，自2026年2月11日起至2029年2月1 0日止， 亚邦进出口可以在人民币不超过壹亿玖仟叁佰伍拾伍万玖仟捌佰元整的额度内向农业银行常州武进支行 申请办理各类"用信"业务。亚邦股份全资子公司江苏亚邦华尔染料有限公司（以下简称"亚邦华尔"）与 农业银行常州武进支行签订《最高额抵押合同》，亚邦华尔为上述用信合同所形成的债权提供最高额抵 押担保。 （三）担保额度调剂情况 根据《上海证券交易所上市公司自律监管指引第 1 号一规范运作》等 ...

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]

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 有投资者在互动平台向亚邦股份提问："公司近几年与国内外客户均建立了联系，请问近两年是否出口 欧盟国家？" 针对上述提问，亚邦股份回应称："感谢您的关注与提问，公司产品有出口欧盟国家。" 作者：公告君 ...

格隆汇2月11日丨亚邦股份(603188.SH)在投资者互动平台表示，公司产品有出口欧盟国家。 ...

Group 1: Price Adjustments - Zhejiang Longsheng announced a price increase of 5000 yuan/ton for certain disperse dye products due to rising prices of reducing agents [1] - Lun土股份 also reported a similar price increase of approximately 5000 yuan/ton for disperse black dye, attributing it to the rising costs of reducing agents [1] - Fulaient has issued a price adjustment notice for multiple disperse dye products, with increases ranging from 2000 to 3000 yuan per ton, expected to be around 10% [1] Group 2: Industry Overview - The disperse dye sector has seen a recent surge, with companies like Haixiang Pharmaceutical and Jihua Group experiencing significant stock performance [2] - China is the largest producer, trader, and consumer of dyes globally, accounting for approximately 70%-75% of the world's total dye production [2] - Major production areas for dyes in China include Zhejiang, Jiangsu, and Shandong, with a high industry concentration [2] Group 3: Market Trends - The disperse dye industry has faced a downward trend over the past five years, but a turning point is emerging as the core intermediate, reducing agents, has started to increase in price [3] - The price of reducing agents rose over 50% from 25,000 yuan/ton to 38,000 yuan/ton by the end of January [3] - Disperse dye prices have also been on the rise, with increases noted in January, indicating a potential price turning point [3] Group 4: Future Outlook - The production of reducing agents is subject to high environmental standards and complex processes, leading to the exit of smaller producers unable to meet these standards [4] - The supply structure is highly concentrated, with major capacities held by integrated giants, which may lead to sustained price increases for reducing agents [4] - The traditional peak season for the printing and dyeing industry in March and April may exacerbate supply-demand tensions as downstream manufacturers stock up in anticipation of price hikes [4]

Group 1 - The dispersed dye concept has recently shown strong performance, with Haixiang Pharmaceutical (002099) achieving three consecutive trading limits, while Jihua Group (603980) has seen four consecutive trading limits [1] - Other companies such as Shanshui Technology (301190), Yayun Co. (603790), Runtu Co. (002440), and Yabang Co. (603188) have also experienced upward movement in their stock prices [1] - Zhejiang Longsheng (600352) has announced a price adjustment for certain dispersed dye products, with the main product, dispersed black, increasing by 5000 yuan per ton as of February 8 [1] Group 2 - The recent rise in prices of reducing agents has contributed to Runtu Co.'s dispersed dye black price increasing by approximately 5000 yuan per ton [1]

Group 1 - The dye sector experienced an initial rise, with companies such as Jihua Group, Yabang, Runtu, and Haixiang Pharmaceutical hitting the daily limit up [1] - Other companies including Jinjis, Zhejiang Longsheng, Annuoqi, Yayun, and Runhe Materials also saw increases in their stock prices [1]

证券之星消息，2月9日江苏国企改革板块较上一交易日上涨1.69%，亚邦股份领涨。当日上证指数报收 于4123.09，上涨1.41%。深证成指报收于14208.44，上涨2.17%。江苏国企改革板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 从资金流向上来看，当日江苏国企改革板块主力资金净流出1.48亿元，游资资金净流出1.16亿元，散户 资金净流入2.64亿元。江苏国企改革板块个股资金流向见下表： ...