南财智讯1月30日电，安诺其发布2025年度业绩预告，预计2025年全年归属于上市公司股东的净亏损为 4600万元—6500万元；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为亏损5400万 元—7300万元。业绩变动原因说明：随着公司在建项目陆续完工结转，固定成本相应增加；公司为提升 产品市场占有率，同步实施价格调整与产品结构优化，亦为业绩变动的影响因素。报告期内，非经常性 损益约为800万元。 ...

证券代码：300067 证券简称：安诺其 公告编号：2026-004 上海安诺其集团股份有限公司 2025 年度业绩预告 2、报告期内，非经常性损益约为800万元。 四、其他相关说明 一、本期业绩预计情况 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司股东的净利润 | 亏损：4,600万元-6,500万元 | 亏损：475万元 | | 扣除非经常性损益后的净利润 | 亏损：5,400万元-7,300万元 | 亏损：248万元 | | 营业收入 | 100,000万元-110,000万元 | 97,345 万元 | 二、与会计师事务所沟通情况 本期业绩预告的相关财务数据未经会计师事务所审计。公司就业绩预告有关事项与 年报审计会计师事务所进行了预沟通，双方不存在分歧。 三、业绩变动原因说明 1、变动原因说明：随着公司在建项目陆续完工结转，固定成本相应增加；公司为 提升产品市场占有率，同步实施价格调整与产品结构优化，亦为业绩变动的影响因素。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 1、本次业绩预告是公司财 ...

证券日报网1月28日讯 ，闰土股份在接受调研者提问时表示，我国已成为世界染料生产数量、贸易数量 和消费数量的第一大国，染料产量约占世界染料总产量的70%-75%。国内染料主要产区在浙江省、江苏 省和山东省，行业集中度较高。分散染料主要生产企业为浙江龙盛、闰土股份、吉华集团、安诺其等； 活性染料主要生产企业有闰土股份、浙江龙盛、锦鸡股份等，印度活性染料产能也已有相当规模。染料 行业属于充分竞争行业，近几年来，境内外染料产能增加，市场竞争有加剧迹象。 （编辑 袁冠琳） ...

Group 1 - The article highlights a significant surge in gold prices, with a rare "apocalyptic rise" pushing prices above $5,200 and $5,300, marking a single-day increase of over $100 [3] - UBS reports that since December 2025, at least 75% of gold price fluctuations are attributed to U.S. policy changes, with a model indicating that 68% of gold price movements since January 2025 are due to U.S. policy changes, increasing to 76% since December 2025 [5] - The article notes that the impact of policy factors may still be underestimated, with significant market structure changes linked to threats against the independence of the Federal Reserve [6] Group 2 - The dye industry is experiencing price increases, with core intermediates for disperse dyes rising by 50% this year due to environmental inspections and rising raw material costs [8] - Key companies in the dye sector include Zhejiang Longsheng, Guotu Co., Jihua Group, Yabong Co., and Annuoqi, all benefiting from price increases and improved market concentration [9] - Agricultural stocks are also noted, with corn and wheat prices rising, indicating strong expectations for international grain prices amid a backdrop of U.S. interest rate cuts and declining inventory ratios [8] Group 3 - The article discusses the performance of various commodities, with copper prices increasing by 15.4% over the past week and 113.8% over the past quarter, while the Baltic Dry Index has decreased by 11.5% over the past quarter [10] - The storage chip sector is highlighted, with companies like Micron and Seagate experiencing significant stock price increases, and price hikes of 15% to 80% announced for various storage products [13][21] - The article mentions that the first quarter is typically a favorable time for price increases, with expectations for further price signals as the spring construction season approaches [11]

证券日报网讯1月28日，安诺其（300067）发布公告称，截至目前，仅存在母公司与全资子公司之间的 担保事项，不存在其他对外担保事项。公司及其全资子公司的担保额度总金额为56800万元，公司及其 全资子公司提供担保总余额20949.52万元，占上市公司最近一期(2024年12月31日)经审计净资产的 8.24%。全资子公司东营安诺其纺织材料有限公司、烟台安诺其精细化工有限公司及公司对全资子公司 山东安诺其精细化工有限公司实际担保余额为8387.08万元，占上市公司最近一期(2024年12月31日)经审 计净资产的3.30%；公司对全资子公司烟台安诺其精细化工有限公司实际担保余额为1740.85万元，占上 市公司最近一期(2024年12月31日)经审计净资产的0.68%；全资子公司山东安诺其精细化工有限公司、 烟台安诺其精细化工有限公司及公司对全资子公司上海亘聪信息科技有限公司实际担保余额为10821.59 万元，占上市公司最近一期(2024年12月31日)经审计净资产的4.25%。公司及全资子公司未对合并报表 外单位提供担保，公司及全资子公司无逾期对外担保，也无涉及诉讼的对外担保及因担保被判决败诉而 应承担损 ...

证券代码：300067 证券简称：安诺其 公告编号：2026-003 上海安诺其集团股份有限公司 关于全资子公司开展融资租赁业务并为其提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 二、对外担保进展情况 2026年1月26日，公司全资子公司亘聪科技与永赢租赁签署《融资租赁合同》，以 售后回租方式开展融资租赁业务，融资金额为2,766.50万元，融资期限三年。 同日，本公司及全资子公司山东精细、烟台精细分别与永赢租赁签署了《保证合同》， 合同约定公司及全资子公司山东精细、烟台精细为亘聪科技上述融资租赁业务提供连带 责任担保。 2026 年 1 月 26 日，上海安诺其集团股份有限公司（以下简称"公司"）全资子 公司上海亘聪信息科技有限公司（以下简称"亘聪科技"）以售后回租方式与永赢金融 租赁有限公司（以下简称"永赢租赁"）进行融资租赁交易，融资金额为 2,766.50 万 元，融资期限三年，并由公司及全资子公司山东安诺其精细化工有限公司（以下简称"山 东精细"）、烟台安诺其精细化工有限公司（以下简称"烟台精细"）提供担保。现将 有关事项公告如 ...

Core Viewpoint - The dispersed dye sector has seen a collective surge, with stocks such as Zhejiang Longsheng, Runtou Co., and Yabong Co. hitting the daily limit, driven by rising prices of core intermediates and dyes [1] Group 1: Market Performance - The dispersed dye concept stocks collectively rose, with Zhejiang Longsheng, Runtou Co., and Yabong Co. reaching the daily limit [1] - Other companies like Jinjiji Co., Jihua Group, and Annuoqi also experienced gains [1] Group 2: Price Dynamics - According to a report from CITIC Securities, the price of the core intermediate for dispersed dyes, reducing agents, has increased from 25,000 to 38,000, marking a 50% rise [1] - On January 22, the price of dispersed black dye increased by 1,000 yuan, with expectations for continued price increases in the future [1]

Core Viewpoint - The number of shareholders in 294 ChiNext stocks has decreased, with 160 stocks showing a decline compared to the previous period, and 13 stocks experiencing a drop of over 10% [1] Group 1: Shareholder Changes - Among the 294 ChiNext stocks, 160 reported a decrease in shareholder numbers, while 107 saw an increase [1] - The stock with the largest decline in shareholder numbers is Meihai Medical, which decreased by 30.08% to 29,576 shareholders, with a cumulative drop of 9.35% in stock price [1] - Jiuzhiyang reported a 24.15% decrease in shareholders, totaling 29,872, with a cumulative stock price drop of 12.94% [1] - Dineke's shareholder count fell by 18.13% to 27,686, with a stock price decline of 5.53% [1] Group 2: Continuous Concentration of Shareholders - A total of 21 ChiNext stocks have shown a continuous concentration of shareholders, with some experiencing a decline for more than three consecutive periods, and one stock has seen a decrease for seven consecutive periods [1] Group 3: Performance of Concentrated Stocks - The average increase for concentrated stocks since January 11 is 3.94%, with notable performers including Jiangtian Chemical, Ruixin Technology, and Green Island Wind, which increased by 39.33%, 31.32%, and 26.56% respectively [2] - In terms of industry concentration, the mechanical equipment, computer, and electronics sectors have the highest number of concentrated stocks, with 31, 17, and 16 stocks respectively [2] Group 4: Shareholder Count Declines - Hongming Co. has seen its shareholder count decrease by 22.01% to 3,905, marking a continuous decline for seven periods [2] - Anuoqi's shareholder count has dropped by 12.79% to 43,995, also reflecting a seven-period decline [2] - ST Qingyan's shareholder count decreased by 15.20% to 3,091, with a six-period decline [2] Group 5: Earnings Forecasts - Among the concentrated stocks, 18 have released earnings forecasts for the full year of 2025, with five expecting profit increases and one expecting a profit [3] - Huachen Equipment is projected to have the highest net profit growth at 217.84%, followed by Boteng Co. and Kaisheng New Materials with expected growth rates of 132.15% and 123.27% respectively [3]

证券日报网讯1月21日，安诺其（300067）在互动平台回答投资者提问时表示，截至2026年1月20日公司 前N名证券持有人名册(未合并融资融券信用账户)的股东人数为43995户。 ...

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]