证券代码：600561 证券简称：江西长运 公告编号：临 2026-006 一、本次诉讼的基本情况 江西长运股份有限公司（以下简称"公司"或"本公司"）子公司赣州方通 客运股份有限公司（以下简称"赣州方通"）及其全资子公司于都县永发公共交 通运输有限公司（以下简称"永发公交"）依法向南昌市西湖区人民法院对于都 县长运实业有限公司（以下简称"于都长运公司"）、江西新世纪汽运集团于都长 运有限公司（以下简称"新世纪公司"）提起诉讼，请求依法判令于都县长运实 业有限公司即时支付年度保底净利润差额款计币 10,298,042.81 元；请求依法判 令于都县长运实业有限公司向原告支付律师代理费 35,000 元；请求依法判令江 西新世纪汽运集团于都长运有限公司对于都县长运实业有限公司向原告支付的 年度保底净利润差额款计币 10,298,042.81 元和律师代理费 35,000 元等给付义 务承担连带清偿责任；本案诉讼费用由被告承担。 1 案件所处的诉讼阶段：一审判决 上市公司子公司所处的当事人地位：原告 2025 年 11 月 14 日，赣州方通收到南昌市西湖区人民法院出具的（2025） 赣 0103 民初 1682 ...

Core Viewpoint - The lawsuit involves a claim by Fuzhou Linchuan Automobile Transportation Co., Ltd. against Jiangxi Changyun Co., Ltd. and its subsidiary, Jiangxi Fuzhou Changyun Co., Ltd., for the return of funds totaling 11.645 million yuan and associated interest, with potential implications for the company's financial position [2][3][5]. Summary by Sections Lawsuit Details - The lawsuit was initiated due to a dispute over cooperative operations, with the plaintiff seeking the return of 11,645,152.88 yuan and interest of 1,419,043.63 yuan calculated at an annual rate of 4.5% [3][5]. - The court has issued a first-instance judgment requiring Jiangxi Fuzhou Changyun Co., Ltd. to return 11,003,309.27 yuan and pay interest of 59,854.88 yuan [5][6]. Financial Impact - The total amount involved in the lawsuit is 13.1887 million yuan, which includes the principal and interest claims [2][3]. - The frozen amounts in the company's bank accounts are 1.45 million yuan and 10.895852 million yuan for the subsidiary, totaling 11.0910352 million yuan, representing 1.19% of the company's latest audited net assets [6]. Legal Proceedings - The judgment allows for an appeal within 15 days, indicating that the final outcome remains uncertain [6][7]. - The company is responsible for certain legal costs, including a case acceptance fee of 100,932 yuan and a property preservation fee of 5,000 yuan [6].

江西长运股份有限公司 关于公司及子公司涉及诉讼的进展公告 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600561 证券简称：江西长运 公告编号：临2026-005 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个别及连带责任。 重要内容提示： ● 涉案的金额：抚州市临川汽车运输有限公司请求判令江西抚州长运有限公司返还抚州长运公共交通有 限公司资金1,164.52万元,并支付资金占用利息141.90万元；请求判令公司返还抚州长运公共交通有限公 司资金1.45万元；请求判令第三人抚州长运公共交通有限公司承担已支付的律师费计11万元，合计金额 1,318.87万元。 ● 是否会对上市公司损益产生负面影响：本次诉讼判决为一审判决，各方当事人有权在规定期限内提起 上诉，案件最终判决结果存在不确定性，目前暂无法判断该诉讼事项对公司及子公司损益的具体影响。 抚州市临川汽车运输有限公司已向法院申请诉前财产保全，要求查封、冻结公司及子公司江西抚州长运 有限公司名下银行账户。截至公告披露日，公司的银行账户资金实际被冻结金额1.45万元，子 ...

证券代码：600561 证券简称：江西长运 公告编号：临 2026-005 江西长运股份有限公司 关于公司及子公司涉及诉讼的进展公告 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个别及连带责任。 重要内容提示： 涉案的金额：抚州市临川汽车运输有限公司请求判令江西抚州长运有限 公司返还抚州长运公共交通有限公司资金 1,164.52 万元,并支付资金占用利息 141.90 万元；请求判令公司返还抚州长运公共交通有限公司资金 1.45 万元；请 求判令第三人抚州长运公共交通有限公司承担已支付的律师费计 11 万元，合计 金额 1,318.87 万元。 是否会对上市公司损益产生负面影响：本次诉讼判决为一审判决，各方 当事人有权在规定期限内提起上诉，案件最终判决结果存在不确定性，目前暂无 法判断该诉讼事项对公司及子公司损益的具体影响。抚州市临川汽车运输有限公 司已向法院申请诉前财产保全，要求查封、冻结公司及子公司江西抚州长运有限 公司名下银行账户。截至公告披露日，公司的银行账户资金实际被冻结金额 1.45 万元，子公司江西抚州长运有限公司银行账 ...

江西长运公告称，2025年7月，公司与子公司抚州长运因班线合作经营纠纷被临川汽运起诉，涉案金额 1318.87万元。近日，法院一审判决抚州长运30日内返还第三人资金1100.33万元并支付利息5.99万元， 驳回原告其他诉求。临川汽运已申请诉前财产保全，截至公告披露日，公司及子公司银行账户实际被冻 结1091.04万元，占最近一期经审计净资产的1.19%，暂不影响生产经营。各方可在规定期限内上诉，最 终结果待定。 ...

Market Overview - The railway and highway sector increased by 0.31% on January 22, with Jiangxi Changyun leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Stock Performance - Jiangxi Changyun (600561) closed at 6.99, up 2.49% with a trading volume of 46,500 shares and a turnover of 32.22 million yuan [1] - Tielong Logistics (600125) closed at 6.63, up 2.16% with a trading volume of 256,900 shares and a turnover of 169 million yuan [1] - Jilin Expressway (601518) closed at 2.90, up 1.75% with a trading volume of 184,500 shares and a turnover of 53.07 million yuan [1] - Other notable stocks include China Railway Special Cargo (001213) at 4.21 (+1.69%), Guangzhou-Shenzhen Railway (601333) at 3.12 (+1.63%), and Fulin Yuanye (002357) at 13.27 (+1.45%) [1] Capital Flow - The railway and highway sector saw a net inflow of 154 million yuan from institutional investors, while retail investors experienced a net outflow of 50.57 million yuan [2] - Major stocks like Beijing-Shanghai High-Speed Railway (601816) had a net inflow of 1.81 billion yuan from institutional investors, but a net outflow of 540.88 million yuan from retail investors [3] - Other stocks such as Daqin Railway (601006) and China Merchants Highway (001965) also showed varying net inflows and outflows from different investor types [3]

Core Viewpoint - Jiangxi Changyun announced plans to acquire 100% equity of Nanlu Automobile and Hongcheng Qiyun for approximately 16.55 million yuan, despite its deteriorating financial condition [1][2]. Financial Performance - For Q3 2025, Jiangxi Changyun reported revenue of 1.044 billion yuan, a year-on-year decline of 5.2%, and a net loss of 12.306 million yuan, worsening by 747.75% compared to the previous year [1]. - The company's gross margin was -10.21%, a decrease of 114.73 percentage points, marking the sixth consecutive year of negative gross margins since 2020 [1]. - The average gross margin for the road and rail transport industry was 11.20%, highlighting Jiangxi Changyun's significantly underperforming status [1]. Financial Structure - Jiangxi Changyun's debt-to-asset ratio reached 74.96% in Q3 2025, slightly down from 75.79% the previous year but still well above the industry average of 43.41% [1]. - The company had cash and cash equivalents of 437 million yuan, while short-term loans amounted to 1.541 billion yuan, leading to a significant short-term debt repayment pressure [2]. - The ratio of cash to current liabilities was only 15.49%, indicating weak short-term solvency [2]. Acquisition Details - The two acquired companies, Nanlu Automobile and Hongcheng Qiyun, reported losses of 2.8199 million yuan and 2.0751 million yuan respectively from January to August 2025 [2]. - As of August 2025, the net assets of the two companies were 2.6432 million yuan and 13.4379 million yuan [2]. - The acquisition aims to eliminate competition in the tourism passenger transport sector with other companies controlled by Jiangxi Changyun's indirect controlling shareholder [2]. Strategic Challenges - The acquisition of two loss-making companies may further burden Jiangxi Changyun's overall performance, as the company is already struggling with insufficient self-sustaining capabilities [2]. - Despite the potential to resolve competition issues, the effectiveness of injecting loss-making assets into a continuously loss-making listed company remains uncertain [2]. - The traditional transport sector is facing transformation pressures, making Jiangxi Changyun's path to profitability increasingly challenging [2].

1月19日晚间，江西长运发布公告称，公司拟通过协议转让方式，按照评估价值，以353.57万元收购公司控股股东长运集团持有的南旅汽车100%股权；以 1171.46万元收购长运集团持有洪城汽运90%股权，以130.16万元收购南旅公司持有的洪城汽运10%股权。 本次交易旨在消除和避免在旅游客运业务方面与公司间接控股股东南昌交投集团控制的其他企业的同业竞争，同时为促进旅游客运业务资源整合，有效发 挥相关业务的协同和联动效应。 具体来看，根据南昌市人民政府办公室与南昌市国有资产监督管理委员会相关批复文件，南昌市政公用集团有限公司持有的长运集团100%股权及江西长 运16.67%股权无偿划转至南昌交投集团。 经公司第九届董事会第三十八次会议与2022年第三次临时股东大会审议通过，南昌市政公用集团有限公司避免同业竞争承诺由南昌交投集团承继，南昌市 交通投资集团有限公司出具《关于避免和消除同业竞争的承诺函》。 截至公告披露日，长运集团持有公司6567.69万股无限售条件流通股，占公司总股本的23.0869%，系公司控股股东。南昌交投集团直接持有公司16.6667% 股，通过长运集团间接持有公司23.0869%股权，系公司 ...

Key Points - The core viewpoint of the articles highlights various companies' recent announcements regarding their business activities, project investments, performance forecasts, and stock transactions. Group 1: Company Announcements - Nansheng Co., Ltd. reported that the revenue from its AI-related business is a small proportion of its overall revenue [1] - Aerospace Power stated that its main business does not involve commercial aerospace and it has no investments in commercial aerospace assets [1] - Jianghe Group won a bid for approximately 220 million yuan for the exterior facade subcontracting of the Xi'an Taikoo Li commercial complex [1] Group 2: Project Investments - Nanshan Aluminum plans to invest approximately 437 million USD to build a 250,000-ton electrolytic aluminum project in the Bintan Industrial Park, Indonesia [1][2] - Changyuan Power intends to increase capital in its wholly-owned subsidiary and invest in the construction of the Husi photovoltaic project [2] Group 3: Performance Forecasts - Hunan YN Energy expects a net profit growth of 93.75% to 135.87% year-on-year for 2025 [1][2] - Hao Shang Hao anticipates a net profit increase of 115.64% to 175.35% for 2025 [2] - Fule Anticipates a net profit growth of 81.67% to 127.08% for 2025 [2] - Yuanxiang New Materials expects a net profit increase of 76.27% to 107.37% for 2025 [2] Group 4: Stock Transactions - New Feng Ming announced that Dushan Energy plans to acquire a 35% stake in Dushan Port Development for 259 million yuan [1][2] - Aotai Bio's actual controller and chairman proposed a share buyback [1][2] - Meihua Medical's actual controller and concerted parties plan to reduce their holdings by no more than 2.4997% [1][2] Group 5: Other Developments - Huashi Technology plans to raise no more than 446 million yuan through a private placement to Hangzhou Juzhun [3] - Jianghua Microelectronics will change its actual controller to the Shanghai State-owned Assets Supervision and Administration Commission, with stock resuming trading on January 20 [3]

本报告依据中国资产评估准则编制 江西长运集团有限公司拟转让股权涉及的 江西南昌旅游集团旅游汽车有限公司 股东全部权益价值 资产评估报告 北方亚事评报字[2025]第 08-036 号 工作方式 质什公 SIA ASSET NT CO.,LTD NORTH 中国资产评估协会 资产评估业务报告备案回执 | 报告编码: | 4711020080202502497 | | | --- | --- | --- | | 合同编号: | KHN[2025]第 2701 号 | | | 报告类型: | 法定评估业务资产评估报告 | | | 报告文号: | 北方亚事评报字[2025]第 08-036 号 | | | 报告名称: | 江西长运集团有限公司拟转让股权涉及的江西南昌旅游集团旅游汽 | | | | 车有限公司股东全部权益价值资产评估报告 | | | 评估结论: | 3,535,722.81 元 | | | 评估报告日: | 2025 年 11月 03 日 | | | 评估机构名称: | 北方亚事资产评估 | | | 签名人员: | 徐建中(资产评估 | 36160002 | | | 张小玲(资产评估 | 3602001 ...