Core Viewpoint - The company expects a significant decline in net profit for the fiscal year 2025, projecting a range of 56.219 million to 62.4656 million yuan, which represents a year-on-year decrease of 50% to 55% [1] Group 1 - The decline in net profit is attributed to the complex changes in the domestic and international macroeconomic environment [1] - The company's foreign trade segment has experienced a decrease in both revenue and gross profit margin compared to the same period last year [1]

Financial Projections - The company expects a net profit of approximately 56.22 million yuan for 2025, representing a decline of 50% to 55% compared to the previous year's profit of 124.93 million yuan[4]. - The net profit attributable to shareholders is projected to decrease by 50% to 55% year-on-year, while the net profit after deducting non-recurring losses is expected to decline by 38.48% to 43.71% compared to last year[4]. - The company anticipates non-recurring losses of approximately -11 million yuan for 2025, primarily due to losses from the disposal of non-current assets and changes in the fair value of trading financial assets[7]. Business Strategy - The company is actively optimizing its business layout and enhancing core capabilities, including expanding its overseas sales network and increasing investment in new materials R&D[6]. - The company has accelerated the construction of new material production lines through new fixed asset loans, which has led to an increase in operating expenses[7]. Market Conditions - The decline in revenue and gross margin in the foreign trade sector is attributed to complex changes in the domestic and international macroeconomic environment[6]. Financial Reporting - The financial data presented is preliminary and has not been audited by the accounting firm, but there are no significant discrepancies reported between the company and the auditors[5]. - The specific financial data for 2025 will be detailed in the company's annual report, and investors are advised to make cautious decisions[8].

证券代码：300758 证券简称：七彩化学 公告编号：2026-004 鞍山七彩化学股份有限公司 关于持股 5%以上股东减持股份触及 5%整数倍暨权益 变动的提示性公告 公司及董事会全体成员保证信息披露内容与信息披露义务人提供的信息一 致。 鞍山七彩化学股份有限公司（以下简称"公司"）于 2025 年 11 月 10 日在 巨潮资讯网（http://www.cninfo.com.cn）披露了《关于持股 5%以上股东减持 股份计划的预披露公告》（公告编号：2025-084）；公司持股 5%以上股东北京 风炎投资管理有限公司－北京风炎鑫泓 2 号私募证券投资基金（以下简称"北京 风炎"）持有公司股份 24,000,000 股（占公司总股本比例 5.9108%）。计划自 该公告披露之日起 15 个交易日后的 3 个月内通过集中竞价方式减持本公司股份 不超过 3,991,156 股（占公司总股本比例 0.9829%，占其所持公司股份比例 16.6298%）。 近日，公司收到持股 5%以上股东北京风炎出具的《简式权益变动报告书》， 本次通过集中竞价方式减持股票数量为 3,698,070 股，占公司总股本的 0.9108 ...

股份变动性质：股份减少（竞价交易） 签署日期：2026 年 1 月 30 日 信息披露义务人：北京风炎投资管理有限公司－北京风炎鑫泓 2 号私募证 券投资基金 住所/通讯地址：北京市房山区长沟镇金元大街 1 号北京基金小镇大厦 F 座 229 鞍山七彩化学股份有限公司 简式权益变动报告书 上市公司名称：鞍山七彩化学股份有限公司 | | | 上市地点：深圳证券交易所 股票简称：七彩化学 股票代码：300758 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》《上市公司收购管理办法》 《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》及相 关法律法规和规范性文件编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违反 信息披露义务人章程或内部规则中的任何条款，或与之冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本报 告书已全面披露信息披露义务人在公司中拥有权益的股份变动情况。截至本报告书 签署之日，除本报告书披露的信息外，上述信息披露义务人没有通过任何其他方式 增加或减少其在公司中拥有权益的股份。 四、本次权益变动是根据本报告所载 ...

Industry Overview - Domestic dye prices have been continuously rising, with disperse dye prices averaging 19 yuan/kg on January 29, up 1 yuan/kg from the previous day and 2 yuan/kg from January 21. Active dye prices averaged 23 yuan/kg on January 29, also up 1 yuan/kg from the previous day [1] - The price of H acid, a key upstream raw material, reached 41.5 yuan/kg on January 29, increasing by 1 yuan/kg from January 27 [1] - The price increase is attributed to a combination of cost-push factors and an optimized industry structure, with soaring prices of upstream key raw materials providing strong support for dye prices [1] Company Insights - Zhejiang Longsheng has a production capacity of 140,000 tons for disperse dyes and 70,000 tons for active dyes, along with relevant layouts for reducing agents and H acid [2] - It is estimated that for every 10,000 yuan/ton increase in disperse dye prices, there could be a corresponding contribution of 1.24 billion yuan in performance elasticity; for active dyes, a 10,000 yuan/ton increase could contribute 620 million yuan [2] - Qicai Chemical focuses on the R&D, production, and sales of high-performance organic pigments, solvent dyes, and related intermediates, benefiting from the rise in dye prices [2]

Core Viewpoint - The company has achieved mass production of a key raw material for photoresists, which is a component of its subsidiary's product line, although this business segment represents a small portion of the company's main operations [1] Group 1 - The subsidiary produces 2-Amino-1-naphthol-5-sulfonic acid sodium salt, which is used as a photosensitive agent in the production of photoresists [1] - The production capacity utilization rate for this product is approximately 50% [1] - This business segment contributes a low percentage to the company's overall main business operations [1]

Group 1 - The company has achieved mass production of 2-Diazo-1-naphthol-5-sulfonic acid sodium, a key raw material for photoresist, with a capacity utilization rate of over 50% [2] - This business segment represents a relatively low proportion of the company's main operations [2]

Core Viewpoint - The legal dispute between Qicai Chemical and Xianico involves defamation claims, with Qicai Chemical being sued for 90 million yuan due to allegations of false statements regarding Xianico's production practices [2][3]. Group 1: Legal Proceedings - Qicai Chemical announced on January 20 that it was sued by Xianico for 90 million yuan, following Qicai's own lawsuit against Xianico for defamation, seeking 53.31 million yuan in damages [2][3]. - Xianico claims that Qicai's statements in a December 24, 2025 announcement falsely accused it of illegal production and caused significant reputational damage, impacting its business operations [3][4]. - Xianico's lawsuit includes four requests: to stop the alleged infringement, to publish a public apology for 30 days, to compensate for damages of 90 million yuan, and to cover all legal costs [3]. Group 2: Background of the Dispute - The conflict began in December 2022 when Xianico sued Qicai Chemical for 200.47 million yuan, alleging infringement of its production technology trade secrets, but later withdrew the lawsuit in January 2024 [5]. - The dispute escalated with Xianico filing additional lawsuits, increasing the claimed damages to 400 million yuan by December 2025, and expanding the list of defendants [6]. - Qicai Chemical has countered that Xianico's claims are based on expired patents and that Xianico has engaged in illegal production practices, including exceeding environmental capacity limits [6][7].

Summary of Key Points from Conference Call Records Industry Overview - The records primarily focus on the chemical industry, specifically tracking price changes and stock performance of chemical companies as of January 20. Key Financial Metrics - The Shanghai Composite Index reported at 4113.65, with a day-on-day change of -0.01% - Basic chemicals and petrochemicals reported at 7785.68 and 4841.91, with day-on-day changes of +0.35% and +2.58% respectively [1][1][1] Price Changes in Chemicals - Top five price increases in chemicals: - R125: +3.09% - R22: +2.94% - Niacinamide: +2.94% - Acrylic Acid: +2.7% - Propyl Acetate: +2.22% [1][1][1] - Price increases in anti-involution products: - Polyester Bottle Chips: +0.75% - Caprolactam: +0.54% [1][1][1] Price Spread Changes - Top five increases in price spreads: - Lithium Iron Phosphate: +52.62% - Anhydride: +38.41% - Rigid Polyether: +37.5% - Glyphosate: +29.24% - Phenol: +17.62% [1][1][1] Stock Performance of Chemical Companies - Top five stock price increases: - Jiangtian Chemical: +19.99% - Yida Co.: +11.96% - Runfeng Co.: +10.72% - Qicai Chemical: +10.71% - Hongmian Co.: +10.13% [1][1][1] Earnings Forecasts - **Oriental Tower**: Expected net profit for 2025 is between 1.08-1.27 billion, a year-on-year increase of 91.4%-125.07% [2][2][2] - **Batian Co.**: Expected net profit for 2025 is between 890-980 million, a year-on-year increase of 117.53%-139.53% [2][2][2] - **Kaisheng New Materials**: Expected net profit for 2025 is between 110-140 million, a year-on-year increase of 96.47%-150.06% [2][2][2] - **Qiaoyuan Co.**: Expected net profit for 2025 is between 226-256 million, a year-on-year increase of 51.51%-71.62% [2][2][2] - **Zhongshi Technology**: Expected net profit for 2025 is between 330-370 million, a year-on-year increase of 63.86%-83.73% [2][2][2] - **Changhua Chemical**: Expected net profit for 2025 is between 89-109 million, a year-on-year increase of 53.75%-87.91% [2][2][2] - **Xinjiang Tianye**: Expected net profit for 2025 is around -50 million, indicating a loss [2][2][2] - **Juheshun**: Expected net profit for 2025 is between 130-160 million, a year-on-year decrease of 47%-57% [2][2][2] Other Notable Announcements - **Huarun Materials**: Expected net loss for 2025 is between 85-115 million, a year-on-year reduction of 85.08%-79.81% [3][3][3] - **Huajin Co.**: Expected net loss for 2025 is between 1.6-1.9 billion, a year-on-year increase of 42.75%-32.02% [3][3][3] - **Xinghua Co.**: Expected net loss for 2025 is between 420-560 million [3][3][3] - **Baomo Co.**: Change in actual controller due to share transfer agreement [3][3][3] - **Nanjing Julong**: Plans to invest 30 million to establish a wholly-owned subsidiary for a 60,000-ton modified plastic production line [3][3][3] - **Jiangtian Chemical**: Plans to invest 49.8 million to establish a 60,000-ton acrylic acid project with a one-year construction period [3][3][3] Conclusion - The chemical industry shows a mix of positive earnings forecasts and significant stock price movements, alongside some companies projecting losses. The data indicates potential investment opportunities in companies with strong growth forecasts while highlighting risks in those expecting losses.

证券代码：300758 证券简称：七彩化学 公告编号：2026-003 鞍山七彩化学股份有限公司 关于收到诉讼通知的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 重要内容提示: 1.案件所处的诉讼阶段：尚未开庭 2.上市公司所处的当事人地位：被告 3.涉案的金额：9,000 万元 4.本次诉讼不影响公司日常经营的正常开展。鉴于本次涉诉案件尚未确定开 庭时间，最终该诉讼的判决结果存在不确定性，对公司本期及期后利润的影响存 在不确定性，敬请投资者注意投资风险。 一、诉讼案件受理的基本情况 鞍山七彩化学股份有限公司（以下简称"公司""被告"）于 2026 年 1 月 19 日收到上海市青浦区人民法院送达的《起诉状》《举证通知书》《应诉通知 书》（2026）沪 0118 民初 2963 号等法律文书。上海市青浦区人民法院已受理先 尼科化工（上海）有限公司（以下简称"先尼科"或"原告"）以名誉权向公司 提起诉讼。 案件基本信息具体如下： 诉讼机构名称及所在地：上海市青浦区人民法院。上海市青浦区城中北路 555 号。 诉讼各方当事人： 原告：先尼科化工（上海）有限 ...