Core Viewpoint - The company, 亚邦股份 (603188.SH), has approved the public transfer of 100% equity and debt of 宁夏亚东化工有限公司 through a board meeting held on January 23, 2026, indicating a strategic move to optimize its asset portfolio [1]. Group 1 - The board of directors has agreed to transfer the 100% equity of 宁夏亚东化工有限公司 and the associated debts as a packaged asset [1]. - The transfer will be conducted through a public listing at 常州产交所, with the potential for price appreciation if competitive bidding occurs [1]. - The company has authorized its management to handle all aspects of the public transfer, including pre-listing, formal listing decisions, price adjustments, and signing of the property transaction contract [1].

证券代码：603188 证券简称：亚邦股份 公告编号：2026-002 江苏亚邦染料股份有限公司 关于拟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 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"）拟通过 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。 本次交易目前尚处于筹划阶段，预挂牌仅作信息预披露，目的在于征寻 意向受让方，不构成交易行为。 本次公开挂牌转让的首次挂牌价格以不低于经国资监管机构备案后的资 产评估结果确定，交易流程按照常州产权交易所有限公司及《企业国有资产交易 操作规则》等相关规定执行，公司依法依规履行相应的审批程序。 本次公开挂牌，能否成交及股权受让方、交易对价尚存在不确定性，暂 时无法确定是否构成关联交易。敬请广大投资者注意投资风险。 本次交易预计不构成《上市公司重大资产重组管理办法》规定的重大资 产重组事项。 本次交易尚需履行国有资产监管规定的相关审批程序。 本公司董 ...

据染化严选，关键中间体 2-氯-4-硝基苯胺价在分散染料的生产中具 有不可替代的作用，尤其对于分散蓝、紫及红色系染料至关重要。我 们认为，关键中间体价格若大幅上涨或将带来三大核心影响：①成本 压力下，染料生产企业后续或逐步调整产品价格，向下游传导部分成 本压力；②对中小型染料企业而言，因其原料储备往往有限、成本上 涨可能带来更大资金压力，或不得不减产观望，订单将有望进一步向 具备原料配套及规模优势的头部企业集中，远期甚至将加速中小型染 料企业的出清；③下游面料与印染企业可能加强采购备货，短期染料 市场供需紧张态势难解。 双碳与环保政策持续加码，染料格局有望持续优化 中国是全球最大染料生产国，但由于染料亦为高污染行业，长期被列 为环保与安全生产监管的重点领域。据中国化信咨询，中国染料行业 每年产出废盐 40 万吨，占化工行业废盐总量的 20%。近年来随着环 保监管趋严，部分环保不达标的企业陆续受到处罚，部分中小企业因 此退出市场。目前分散染料行业已呈现较高集中度，据百川盈孚，以 产能为口径的行业集中度 CR4 达 70.69%；活性染料和酸性染料的生 产也正在由分散走向集中。此外近期工信部等五部门联合印发《关于 ...

亚邦股份（603188）(603188.SH)发布公告，公司预计2025年度实现归属于母公司所有者的净利润亏损 4014.68万元，亏损同比减少84.84%。 ...

智通财经APP讯，亚邦股份(603188.SH)发布公告，公司预计2025年度实现归属于母公司所有者的净利 润亏损4014.68万元，亏损同比减少84.84%。 ...

Group 1 - The company expects to achieve a net profit attributable to the parent company of -40.15 million yuan for the fiscal year 2025, which represents a reduction in losses of approximately 225 million yuan compared to the same period last year, marking a year-on-year decrease of 84.84% [1] - Due to market conditions and government regulations, some production facilities were either shut down or operated below capacity during the reporting period [1] - The company has engaged Kun Yuan Asset Appraisal Co., Ltd. to conduct an impairment assessment, resulting in an asset impairment loss of 38.74 million yuan [1] Group 2 - The company has publicly transferred 100% equity of Lianyungang Yaren Housing Leasing Co., Ltd., which is expected to increase the net profit attributable to the parent company by 25.55 million yuan [1]

Core Viewpoint - The company, Yabong Co., Ltd. (603188.SH), is expected to report a net loss of 40.15 million yuan for the fiscal year 2025, which represents a significant reduction in losses compared to the previous year, indicating an improvement in financial performance [1] Financial Performance Summary - The net profit attributable to the parent company's shareholders is projected to be -40.15 million yuan, a decrease in loss by 224.64 million yuan compared to the same period last year, reflecting an 84.84% year-on-year reduction in losses [1] - The net profit attributable to the parent company's shareholders, excluding non-recurring gains and losses, is expected to be -71.34 million yuan, with a reduction in loss of 151.65 million yuan compared to the previous year, marking a 68.01% year-on-year decrease in losses [1]

Core Viewpoint - The company, Yabong Co., Ltd. (603188.SH), is expected to report a net loss of 40.15 million yuan for the fiscal year 2025, which represents a significant reduction in losses compared to the previous year, indicating an improvement in financial performance [1] Financial Performance Summary - The net profit attributable to the parent company's shareholders is projected to be -40.15 million yuan, a decrease in loss of 224.64 million yuan compared to the same period last year, reflecting an 84.84% year-on-year reduction in losses [1] - The net profit attributable to the parent company's shareholders, excluding non-recurring gains and losses, is expected to be -71.34 million yuan, which is a decrease in loss of 151.65 million yuan compared to the same period last year, showing a 68.01% year-on-year reduction in losses [1]

Financial Performance - The company expects a net loss attributable to shareholders of 40.15 million yuan for 2025, a decrease in loss of 224.64 million yuan compared to the previous year, representing an 84.84% year-over-year reduction in loss [2] - The net loss attributable to shareholders after deducting non-recurring gains and losses is expected to be 71.34 million yuan, a decrease in loss of 151.65 million yuan compared to the previous year, representing a 68.01% year-over-year reduction in loss [2] - The total profit for the previous year was -177.26 million yuan, with a net loss attributable to shareholders of -264.79 million yuan [4] Asset Impairment - The company has recognized an asset impairment loss of 38.74 million yuan due to the impact of market conditions and government regulations, leading to production stoppages [6] Future Projections - The company expects to increase net profit attributable to shareholders by 25.55 million yuan from the sale of 100% equity in Lianyungang Yaren Housing Leasing Co., Ltd. [6] - The performance forecast data is based on the company's preliminary estimates and has not been audited by a registered accountant [7] - The company emphasizes that the forecast data is subject to change and the final audited financial data will be disclosed in the 2025 annual report [8]

Core Viewpoint - The company expects a net loss attributable to the parent company's owners of 40.1468 million yuan for the year 2025, which represents a reduction in loss of 222.5 million yuan compared to the same period last year, indicating an 84.84% year-on-year decrease in loss [1] Financial Performance - The company's net loss attributable to the parent company's owners, excluding non-recurring gains and losses, is expected to be 71.3448 million yuan, which is a reduction of 152 million yuan compared to the same period last year, reflecting a 68.01% year-on-year decrease in loss [1]