Core Viewpoint - The company has reported a total impairment provision of RMB 6.3299 million for the first half of 2025, reflecting a cautious approach to accurately represent its financial status and asset values [2][5]. Group 1: Impairment Provision Overview - The company has recognized an impairment provision of RMB 6.3299 million for the first half of 2025, which includes both credit impairment losses and asset impairment losses [2][5]. - The credit impairment loss accounted for RMB 2.2340 million, primarily related to accounts receivable and other receivables [3]. - The asset impairment loss amounted to RMB 4.0959 million, primarily concerning inventory and other assets [4]. Group 2: Impact of Impairment Provision - The total impairment provision of RMB 6.3299 million will reduce the company's profit before tax for the first half of 2025 by the same amount [5]. - The provision is deemed to be based on sufficient evidence and aligns with the relevant accounting standards, ensuring it does not affect the company's operational capabilities [5].

上海雅运纺织化工股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 上海雅运纺织化工股份有限公司2025 年半年度报告 公司代码：603790 公司简称：雅运股份 上海雅运纺织化工股份有限公司 2025 年半年度报告 二〇二五年八月 1 / 138 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人谢兵、主管会计工作负责人陶剑勤及会计机构负责人（会计主管人员）康瑞华 声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的经营计划、发展战略等前瞻性陈述，不构成公司对投资者的实质承诺，请投 资者注意风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 ...

Core Insights - The company achieved operating revenue of 440 million yuan, representing a year-on-year growth of 0.62% [1] - The net profit attributable to shareholders reached 45.354 million yuan, with a year-on-year increase of 4.02% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 43.4205 million yuan, showing a year-on-year growth of 17.55% [1] - Basic earnings per share were reported at 0.24 yuan [1]

Core Viewpoint - The company reported a slight increase in revenue and net profit for the first half of the year, indicating stable performance despite a challenging market environment [1] Financial Performance - The company achieved an operating income of 440 million yuan in the first half of the year, representing a year-on-year growth of 0.62% [1] - The net profit attributable to shareholders of the listed company was 45.354 million yuan, reflecting a year-on-year increase of 4.02% [1] - The basic earnings per share stood at 0.24 yuan per share [1]

Group 1 - The core viewpoint of the article highlights that the company, 雅运股份, maintains stable operational performance despite industry challenges, focusing on differentiated competition and high-end product lines [1] - For the first half of 2025, the company reported operating revenue of 440.07 million yuan, representing a year-on-year increase of 0.62% [1] - The net profit attributable to the parent company for the same period was 45.35 million yuan, showing a year-on-year growth of 4.02% [1] Group 2 - The company is actively expanding its overseas business, particularly in Southeast Asia, aligning with industry development trends [1] - The company leverages its advantages in niche products and application technology services to enhance its competitive edge [1]

证券代码：603790 证券简称：雅运股份 公告编号：2025-031 上海雅运纺织化工股份有限公司 关于 2025 年上半年计提资产减值准备的公告 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。 一、计提减值准备的概述 上海雅运纺织化工股份有限公司（以下简称"公司"）根据《企业会计准则》 及公司会计政策、会计估计的规定，为客观、公允地反映公司截至 2025 年 6 月 30 日的财务状况、资产价值及经营成果，公司基于谨慎性原则，对合并范围内 可能存在减值的信用及资产进行分析并计提了相应的减值准备。2025 年上半年 公司计提减值准备共计人民币 632.99 万元。 二、计提减值准备的具体情况 上海雅运纺织化工股份有限公司董事会 2025 年 8 月 29 日 1 1、信用减值损失 公司以预期信用减值损失为基础，对应收账款、其他应收款、应收票据等进 行减值会计处理并确认信用减值损失准备，2025 上半年计提信用减值损失合计 223.40 万元。 2、资产减值损失 公司对资产负债表日的存货等资产，进行了减值分析，计提了资产减值损 ...

上海雅运纺织化工股份有限公司 2025 年半年度主要经营数据公告 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。 上海雅运纺织化工股份有限公司（以下简称"公司"）根据上海证券交易所 《上市公司行业信息披露指引第十三号—化工》要求，现将 2025 年半年度主要 经营数据披露如下： 证券代码：603790 证券简称：雅运股份 公告编号：2025-032 二、主要产品价格变动情况 | 主要产品 | 2025 | 年 1-6 | 月 | 2024 年 | 1-6 | 月 | 变动情况 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 销售均价（元/吨） | | | 销售均价（元/吨） | | | ( % ) | | 染料 | | 42,661.93 | | 43,486.16 | | | -1.90 | | 纺织助剂 | | 11,460.35 | | 11,080.09 | | | 3.43 | 三、主要原材料价格波动情况 | 主要原材料 | 2025 | 年 1-6 | ...

Group 1 - The stock of YAYUN Co., Ltd. closed at 19.33 yuan on August 18, down 0.35 yuan, a decrease of 1.78% from the previous trading day [1] - The opening price on the same day was 19.68 yuan, with a highest price of 20.00 yuan and a lowest price of 19.10 yuan, with a trading volume of 46,328 hands and a transaction amount of 0.91 billion yuan [1] - The company operates in the chemical products industry, focusing on the research, production, and sales of textile chemicals and dyes, with a strong market influence in the Shanghai region [1] Group 2 - Around 9:36 AM on August 18, YAYUN Co., Ltd. experienced a rapid rebound, with a price increase of over 2% within 5 minutes, reaching a peak of 19.9 yuan and a transaction amount of 17.35 million yuan [1] - However, the stock price later fluctuated and ultimately closed lower [1] - On that day, the net outflow of main funds was 1.5762 million yuan, accounting for 0.04% of the circulating market value, with a cumulative net outflow of 25.9462 million yuan over the past five trading days, representing 0.7% of the circulating market value [1]

Core Viewpoint - The company, Shanghai Yayun Textile Chemical Co., Ltd., has provided guarantees for its wholly-owned subsidiaries, Suzhou Kefa Man Chemical Co., Ltd. and Taicang Baoni Industrial Co., Ltd., totaling 80 million RMB for each subsidiary to secure credit from China Construction Bank [1][3]. Group 1: Guarantee Details - The company signed a maximum principal guarantee contract with China Construction Bank for 80 million RMB for Kefa Man and 80 million RMB for Taicang Baoni [1]. - The total guarantee amount for Kefa Man after this announcement will be 80 million RMB, with a remaining available guarantee of 20 million RMB [3]. - The total guarantee amount for Taicang Baoni after this announcement will be 90 million RMB, with a remaining available guarantee of 10 million RMB [3]. Group 2: Internal Decision-Making Process - The board of directors approved the provision of guarantees for subsidiaries with a debt-to-asset ratio below 70%, with a maximum guarantee limit of 500 million RMB for the year 2025 [2]. - The guarantees provided for Kefa Man and Taicang Baoni are within the approved limit of 100 million RMB each [2][8]. Group 3: Necessity and Reasonableness of Guarantees - The guarantees are deemed necessary for the operational needs of the subsidiaries, supporting their stable operations and long-term development, aligning with the company's overall strategic goals [7]. - The board has assessed the subsidiaries' ability to repay debts, confirming their good operational status and manageable guarantee risks [7]. Group 4: Cumulative Guarantee Situation - As of the announcement date, the total external guarantees provided by the company and its subsidiaries amount to 358.3 million RMB, all of which are guarantees to subsidiaries, representing 29.58% of the company's audited net assets attributable to shareholders as of December 31, 2024 [9].

证券日报网讯8月8日晚间，雅运股份（603790）发布公告称，截至本公告披露之日，公司及控股子公司 对外担保总额为35，830万元，全部为公司对控股子公司提供的担保，占公司截至2024年12月31日经审 计的归属于上市公司股东净资产的比例为29.58%。本次担保不会对公司带来不可控的风险，公司及控 股子公司不存在逾期担保的情形。 ...