中证报中证网讯(记者罗京)2月9日，记者从福莱蒽特（605566）获悉，公司销售部已向其客户发布提价 通知，自2026年2月9日起，分散染料价格作适当调整，其中，分散黑ECT(300%)等9款产品每吨提价 2000元，藏青HW-SR每吨提价3000元。该10款产品平均提价约10%。 此前，福莱蒽特已发布2025年度业绩预告，预计2025年归母净利润4000万元至5000万元，同比增长 81.67%—127.08%；扣非净利润预计4300万元至5300万元，同比增长214.37%—287.48%。 福莱蒽特表示，全球原材料普涨背景下，公司主营分散染料产品已顺应行业趋势调整价格，有效传导上 游成本压力。目前产品价格呈稳定上行态势。公司将持续关注原材料市场价格走势，优化供应链管理和 成本控制体系，紧跟市场变化及时调整经营策略，切实维护公司及全体投资者的利益。 ...

Core Viewpoint - The improvement in the pattern of disperse dye intermediates is expected to drive up disperse dye prices, while the supply tightening of H-acid, an active dye intermediate, may also lead to potential price increases. The price increase expectations for these two types of dyes have been gradually confirmed by leading companies' price hikes, with a positive outlook for a long-term bullish market driven by environmental and dual-carbon policies in China [1]. Industry Restructuring - China is the largest dye producer globally, but the dye industry is highly polluting, generating significant wastewater. The tightening of environmental regulations has led to the exit of non-compliant small enterprises, resulting in a higher industry concentration. The concentration ratio (CR4) for disperse dyes is 67.2%, and for active dyes, it is 65.3%, indicating a well-established industry reshuffle [1][2]. - The Ministry of Industry and Information Technology has issued guidelines to expand zero-carbon factory construction to various sectors, including textiles, which may tighten carbon emission requirements in the dyeing industry [1]. Intermediate Supply Dynamics - The production of disperse dye intermediates involves complex processes that generate substantial waste, leading to a concentrated supply among compliant enterprises in the Yangtze River Delta. The supply elasticity is low due to the closure of many non-compliant small factories [2]. - The effective capacity of H-acid has fallen below 60,000 tons, with a supply gap exceeding 10%. Recent maintenance by two major H-acid manufacturers may further reduce effective capacity by over 25% [2]. Price Elasticity and Market Comparison - The current situation of intermediates in the dye industry is likened to the relationship between citral and VA, characterized by complex synthesis processes and high concentration among leading firms. The cost of intermediates constitutes a significant portion of the production costs for dyes, which may lead to effective cost transmission [3]. - Historical data shows that disperse dye prices reached a high of 45,000 yuan/ton in 2015 and 19,000 yuan/ton currently, while active dye prices peaked at 33,000 yuan/ton in 2016 and are now at 23,000 yuan/ton, indicating substantial upward price potential [3]. Investment Recommendations - Companies to watch include RunTu Co., Zhejiang Longsheng, Jihua Group, Jinji Co., Annuoqi, Yabang Co., Fulaient, Wanfeng Co., and Haixiang Pharmaceutical, which are expected to benefit from the favorable market dynamics and integrated advantages [3].

登录新浪财经APP 搜索【信披】查看更多考评等级 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： ●已履行及拟履行的审议程序：杭州福莱蒽特股份有限公司（以下简称"公司"）于2025年4月25日召开第 二届董事会第十次会议、第二届监事会第九次会议，以及2025年5月21日召开2024年年度股东大会审议 通过了《关于使用部分闲置募集资金进行现金管理的议案》，同意公司在确保募投项目资金需求和资金 安全的前提下，使用最高额不超过人民币86,000万元的暂时闲置募集资金进行现金管理，用于购买安全 性高、流动性好的理财产品、结构性存款及其他低风险投资产品。上述额度自2024年年度股东大会审议 通过之日起12个月内有效，单个理财产品或结构性存款的投资期限不超过12个月，相关投资在上述额度 及决议有效期内可以循环滚动使用。保荐机构对上述事项发表了明确的同意意见。 ●特别风险提示：公司购买的是安全性高、流动性好、满足保本条件的单位大额存单，但仍存在银行破 产倒闭带来的清算风险、政策风险、流动性风险、不可抗力风险等风险。 一、投资 ...

证券代码：605566 证券简称：福莱蒽特 公告编号：2026-003 投资种类：单位大额存单 投资金额：人民币 2,500 万元 （一）投资目的 杭州福莱蒽特股份有限公司 关于使用闲置募集资金进行现金管理到期赎回 并继续现金管理的公告 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： 已履行及拟履行的审议程序：杭州福莱蒽特股份有限公司（以下简称"公司"） 于 2025 年 4 月 25 日召开第二届董事会第十次会议、第二届监事会第九次会议，以及 2025 年 5 月 21 日召开 2024 年年度股东大会审议通过了《关于使用部分闲置募集资 金进行现金管理的议案》，同意公司在确保募投项目资金需求和资金安全的前提下， 使用最高额不超过人民币 86,000 万元的暂时闲置募集资金进行现金管理，用于购买 安全性高、流动性好的理财产品、结构性存款及其他低风险投资产品。上述额度自 2024 年年度股东大会审议通过之日起 12 个月内有效，单个理财产品或结构性存款的 投资期限不超过 12 个月，相关投资在上述额度及决议有效期 ...

Investment Rating - The industry is rated as "Outperform the Market - A" [4] Core Insights - The price increase of dyes has been realized, and attention should be paid to changes in the SAF (Sustainable Aviation Fuel) industry chain [1][12] - The supply of key intermediate H acid is under pressure due to environmental and safety production constraints, leading to a significant cost increase for active dyes [2][3] - The industry is experiencing a dual transformation in cost and market structure, with a focus on the concentration of market share among leading companies due to stricter environmental regulations [10][9] Summary by Sections Key Intermediate Supply and Price Dynamics - H acid, essential for producing active dyes, faces supply constraints due to environmental pressures and production incidents, leading to a projected price increase that could raise active dye production costs significantly [2][3] - The effective capacity of H acid is currently below 60,000 tons, with a potential reduction of over 25% due to maintenance shutdowns, reinforcing cost support expectations for active dyes [2] Market Structure and Environmental Regulations - The dye industry is undergoing a consolidation phase, with many non-compliant small manufacturers exiting the market, leading to a more oligopolistic structure [3][10] - The active dye market's CR4 (concentration ratio) is 64.91%, while the dispersed dye market's CR4 is 70.69%, indicating a significant level of market concentration [10] Investment Opportunities - Companies to watch include Runtao Co., Zhejiang Longsheng, Jinji Co., Jihua Group, Yabang Co., Annuoqi, Fulei Ant, Wanfeng Co., and Haixiang Pharmaceutical, which are positioned to benefit from the evolving market dynamics [11] - The SAF sector is also highlighted for potential growth, with expected increases in demand driven by regulatory changes and market dynamics [12][14]

证券日报网讯1月23日，福莱蒽特（605566）在互动平台回答投资者提问时表示，公司主要产品为高水 洗牢度、高日晒牢度和环保型分散染料和滤饼，不涉及光刻胶产品。 ...

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 - The A-share market continues to show strength in the chemical sector, with notable stock increases including Hongbaoli up 9%, Jujiao Co. up 8%, and Rike Chemical up 6% [1] - The benchmark price for propylene oxide on January 21 is reported at 8233.33 yuan/ton, reflecting a 6.47% increase compared to the beginning of the month [1] - Over the past week (January 12 to 18), the price of propylene oxide has surged by 7.9%, leading the chemical market [1] Group 2 - Key stock performances include: - Hongbaoli with a market cap of 6.992 billion yuan and a year-to-date increase of 25.79% [2] - Jujiao Co. with a market cap of 4.897 billion yuan and a year-to-date increase of 27.46% [2] - Rike Chemical with a market cap of 3.598 billion yuan and a year-to-date increase of 15.87% [2] - Other notable stocks include Aladdin up 5.52%, Youcai Resources up 5.41%, and Qiaoyuan Co. up 5.23%, all showing strong year-to-date performance [2]

Core Viewpoint - The company anticipates a significant increase in net profit for the year 2025, projecting a growth of over 50% compared to the previous year, driven by strategic adjustments in product offerings and reduced losses from a subsidiary [1][2]. Group 1: Performance Forecast - The company expects a net profit attributable to shareholders of between 40 million to 50 million yuan for the year 2025, representing an increase of 17.98 million to 27.98 million yuan compared to the previous year, which translates to a year-on-year growth of 81.67% to 127.08% [2][4]. - The projected net profit, excluding non-recurring gains and losses, is estimated to be between 43 million to 53 million yuan, indicating an increase of 29.32 million to 39.32 million yuan year-on-year, resulting in a growth rate of 214.37% to 287.48% [2][4]. Group 2: Previous Year Performance - In the year 2024, the company reported a total profit of 9.31 million yuan, with a net profit attributable to shareholders of 22.02 million yuan, and a net profit of 13.68 million yuan after excluding non-recurring items [4]. Group 3: Reasons for Performance Increase - The increase in profit is attributed to the company's focus on its core business, enhancing product structure, and boosting sales of high-quality dyes [5]. - Additionally, the reduction in losses from the subsidiary, which had a production line for photovoltaic film temporarily out of operation, contributed to the improved financial performance [5].

Group 1: 华是科技 - The controlling shareholder of 华是科技 is set to change to 杭州巨准, with a share transfer agreement signed for 12.912 million shares, representing 11.32% of the total share capital [1] - After the transfer, the actual controller will change to 郑剑波, and the existing shareholders will relinquish voting rights on their remaining shares [1] - The company will resume trading on January 20, 2026 [2] Group 2: 盈方微 - 盈方微 plans to acquire 100% of 上海肖克利 and 富士德中国 through a combination of share issuance and cash payment, with the transaction not being contingent on each other [3][4] - The acquisition is expected to meet the criteria for a major asset restructuring as per the regulations [3] - The company will also resume trading on January 20, 2026 [4] Group 3: 江化微 - 江化微's controlling shareholder will change to 上海福迅科技, with a transfer of 9.238 million shares at a price of 20 yuan per share, totaling 1.848 billion yuan, which is 23.96% of the total share capital [5][6] - The company will resume trading on January 20, 2026 [6] Group 4: 沃华医药 - 沃华医药 reported a revenue of 817 million yuan for 2025, a year-on-year increase of 6.96%, and a net profit of 95.7153 million yuan, up 162.93% [7] - The company plans to distribute a cash dividend of 1.46 yuan per 10 shares [7] Group 5: 南网能源 - 南网能源 expects a net profit of 300 million to 360 million yuan for 2025, recovering from a loss of 58.1258 million yuan in the previous year [7] Group 6: 其他公司业绩预告 - Several companies, including 翔鹭钨业, 飞沃科技, and 桂林旅游, have reported significant improvements in their expected net profits for 2025, with increases ranging from 93.75% to over 500% compared to the previous year [8][9][10][11][12][13][14][15]