Summary of Key Points from Conference Call Records Industry Overview - The stock market showed mixed performance on January 30, 2026, with the Shanghai Composite Index closing at 4117.95 points, down 0.96%, and the Shenzhen Component Index at 14205.89 points, down 0.66%. The ChiNext Index increased by 1.27% to 3346.36 points. The brokerage index fell by 1.53%, and the insurance index decreased by 1.60% [1][1][1]. Market Statistics - The total trading volume for stocks was reported at 28,355.38 billion yuan, with the SW Securities II sector accounting for 424.65 billion yuan, representing 1.50% of the total trading volume for A and B shares. The margin trading balance from the previous trading day was 27,393.27 billion yuan. The yield on ten-year government bonds was measured at 1.8112% [1][1][1]. Company Announcements - **Shichuang Securities**: Mr. Jiang Qingfeng was elected as a non-independent director of the company's second board of directors [2][2][2]. - **CITIC Securities**: Non-executive director Mr. Yan Xiaolei resigned from his positions, including those on the Risk Management Committee and the Audit Committee, and will not hold any positions in the company or its subsidiaries post-resignation [2][2][2]. - **Jinlong Co., Ltd.**: Shareholder Ms. Zhu Fenglian's 63 million shares were scheduled for public auction on JD.com from February 5 to February 6, 2026, but the auction was withdrawn due to objections from the defendant [2][2][2]. - **Jianyuan Trust**: The second-instance ruling upheld the original judgment in a lawsuit involving Shanghai Dongfang Securities Asset Management Co., with the plaintiff bearing the litigation costs of 2,051,524.83 yuan [2][2][2]. - **Guosheng Securities**: The China Securities Regulatory Commission approved the merger of Guosheng Financial Holdings Co., Ltd. with Guosheng Securities Co., Ltd., leading to a name change to Guosheng Securities Co., Ltd. The original Guosheng Securities has completed its deregistration [2][2][2]. Important News - **Central Bank**: On January 30, 2026, the People's Bank of China conducted a fixed-rate, quantity tender operation for 4,775 billion yuan in 7-day reverse repos, with a winning rate of 1.4% [3][3][3]. - **Ministry of Finance**: Deputy Minister Liao Min met with the UK Treasury's Director of International Financial Affairs, Mr. White, to discuss Sino-British economic and financial dialogues and cooperation in G20 financial channels [3][3][3]. - **Securities Regulatory Commission**: Proposed amendments to the "Regulations on the Registration Management of Securities Issuance by Listed Companies," including expanding the types of strategic investors and clarifying that the subscription for shares should generally not be less than 5% [3][3][3].

Summary of Key Points Core Viewpoint - Shanghai Aijian Group Co., Ltd. is expected to report a significant loss for the year 2025, primarily due to substantial asset impairment provisions and asset write-offs related to its subsidiary, Aijian Trust, amid ongoing challenges in the real estate market [23][25][26]. Group 1: Impairment Provisions and Asset Write-offs - The company plans to recognize an impairment provision of approximately 1.76 billion yuan for the year 2025, which will impact net profit by over 10% of the audited net profit for 2024 [2][21]. - Total asset write-offs for 2025 are estimated at 89.21 million yuan, contributing to a reduction in total profit by the same amount [21]. - The impairment provisions include specific amounts for various asset categories, such as: - Accounts receivable: 38.44 million yuan [3] - Long-term receivables: 35.08 million yuan [3] - Contract assets: 218.60 million yuan [4] - Other non-current assets: 30.20 million yuan [7] Group 2: Financial Impact and Performance Forecast - The company anticipates a net loss ranging from 1.68 billion to 1.4 billion yuan for 2025, marking a significant downturn compared to the previous year's loss of approximately 531 million yuan [25][26]. - The decline in performance is attributed to the adverse effects of the real estate market, including falling asset valuations and slow progress in disposing of risk assets [25][26]. - The company has engaged in various measures to address risk assets, but challenges such as lengthy judicial processes and low buyer interest have hindered effective asset liquidation [26].

每经AI快讯，爱建集团1月30日晚间发布公告称，2025年度公司合并报表计提减值准备约17.59亿元，核 销资产8921.08万元，预计减少利润总额约17.59亿元，减少净利润约13.47亿元。 每经头条（nbdtoutiao）——核电建设热潮下，设备厂忙到"飞起"！订单已排至2028年，员工三班倒， 产线24小时不停 （记者 曾健辉） ...

证券代码：600643 证券简称：爱建集团 公告编号：临 2026-012 上海爱建集团股份有限公司 关于 2025 年度计提减值准备及核销资产的公告 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个别及连带责任。 一、本次计提减值准备及核销资产的情况概述 （一）本次计提减值准备情况概述 根据《企业会计准则》和上海爱建集团股份有限公司（以下简称"公司" 或"本公司"）会计政策的相关规定，公司采用单项或组合计提减值准备等方法， 对截至 2025 年 12 月 31 日的需要计提减值的相关资产进行了预期信用损失评估 等，公司 2025 年度预计共计提减值准备 175,946.64 万元。对净利润的影响超过 公司 2024 年度经审计净利润绝对值的 10%，具体情况如下： 单位：万元人民币 单位：万元人民币 | 项目 | 2025 年度核销金额 | | --- | --- | | 应收账款 | 6,008.33 | | 长期应收款 | 2,912.75 | | 合计 | 8,921.08 | 二、计提减值准备及核销资产的具体说明 （一）按会计 ...

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： 上海爱建集团股份有限公司（以下简称"公司"或"本公司"）2025 年 年度业绩预告适用《上海证券交易所股票上市规则》第 5.1.1 条中"（一）净利 润为负值"的情形。 公司预计 2025 年年度实现归属于母公司所有者的净利润-16.8 亿元到 -14 亿元，将出现亏损；预计 2025 年年度实现归属于母公司所有者的扣除非经 常性损益后的净利润-16.8 亿元到-14 亿元。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 证券代码：600643 证券简称：爱建集团 公告编号：临 2026-013 上海爱建集团股份有限公司 2025 年年度业绩预告公告 （三）公司已就本次业绩预告内容与会计师做了初步沟通。 二、上年同期业绩情况 （一）利润总额：-55,271.17 万元。归属于母公司所有者的净利润： -53,100.55 万元。归属于母公司所有者的扣除非经常性损益的净利润： - ...

格隆汇1月30日｜爱建集团公告，预计2025年年度净利润亏损16.8亿元到14亿元。公司下属子公司上海 爱建信托有限责任公司受到行业调整、业务转型、市场竞争加剧等因素影响，运营压力增大；根据《企 业会计准则第22号—金融工具确认和计量》及相关监管要求，爱建信托对房地产资产等资产进行了全面 减值测试，基于审慎性原则，对存在减值迹象的项目计提了大额资产减值准备，对公司2025年度净利润 产生较大影响。 ...

南财智讯1月30日电，爱建集团发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为-14 亿元—-16.8亿元，将出现亏损；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-14亿元—-16.8亿元。公司2025年度经营业绩将出现亏损。主要为公司下属子公司上海爱建信托有限 责任公司（以下简称"爱建信托"）受到行业调整、业务转型、市场竞争加剧等因素影响，运营压力增 大；根据《企业会计准则第22号—金融工具确认和计量》及相关监管要求，爱建信托对房地产资产等资 产进行了全面减值测试，基于审慎性原则，对存在减值迹象的项目计提了大额资产减值准备，对公司 2025年度净利润产生较大影响。主要原因是：1、资产估值下行压力：2025年国内房地产行业持续调 整，市场恢复不及预期，房地产销售规模同比继续下滑，部分区域房价跌幅显著，导致公司持有的房地 产项目底层资产估值出现大幅下降。2、风险资产处置进展缓慢：尽管公司已通过资产重组、司法拍卖 以及引进三方机构资金等方式推进风险项目处置，但受限于司法程序周期长、资产流动性差及买方意愿 不足等因素，项目处置变现难度加大，处置进度和效果不及预期。 ...

Group 1 - The core viewpoint of the article highlights the strong demand for power batteries and energy storage batteries, with an increase in average prices for energy storage cells and systems [1] - Prices of materials such as lithium carbonate and lithium iron phosphate are on the rise, with significant increases in the average price of prismatic lithium iron phosphate energy storage cells and stable prices for ternary power cells [1] - The monthly shipment volume of lithium iron phosphate batteries reached a new high in December 2025, with a year-on-year growth of 30.82%, while the shipment volume of ternary power batteries increased by 27.27% year-on-year [1] Group 2 - Domestic new energy storage bidding capacity reached a monthly high in November 2025, indicating robust demand in the sector [1] - In December 2025, China's power battery export volume increased by 47.29% year-on-year, reflecting ongoing growth in global new energy vehicle sales [1] - Domestic battery production in December 2025 saw a year-on-year increase of approximately 62%, with lithium iron phosphate cathode material production rising by 32.48% [1] Group 3 - The Guotai Mechanical ETF (516960) tracks a specialized mechanical index (000812) that focuses on the mechanical equipment industry, covering high-quality enterprises in specialized and general machinery sectors [1] - This index aims to reflect the performance of mechanical manufacturing companies with high growth potential and innovation capabilities during China's manufacturing upgrade and transformation [1]

证券日报网讯1月29日，爱建集团（600643）在互动平台回答投资者提问时表示，公司将以深耕聚焦主 业为根本，在努力提升经营质效的基础上，依法依规开展市值管理工作，持续深化投资者沟通，传递公 司长期价值，结合自身发展战略及经营情况适时推出符合全体股东利益的具体举措。 ...

Group 1 - Aijian Group (600643.SH) is expected to report a loss in 2025, with significant financial pressures indicated by various announcements [3][4][34] - The company has pledged a substantial portion of its assets as guarantees for subsidiaries, with the guarantee amount reaching 98 billion yuan, accounting for 83% of its net assets [12][43] - The parent company, Junyao Group, is also facing challenges, with high levels of share pledges across its listed companies, including Aijian Group, Jixiang Airlines, Junyao Health, and Dazhongfang [19][50] Group 2 - Aijian Group's net profit has been declining significantly since 2021, with projected losses of 5.31 billion yuan in 2024 and a further expected loss in 2025 [6][37] - The company has changed its auditing firm after 33 years, moving from a top-tier firm to a mid-tier one, raising concerns about audit quality and continuity [8][40] - As of the end of the third quarter of 2025, Aijian Group's total liabilities amounted to 11.986 billion yuan, with short-term loans of 2.651 billion yuan [8][39] Group 3 - Junyao Group has frequently pledged shares of its listed companies to secure debts, with a total pledged value of 187.1 billion yuan across its subsidiaries [51][54] - Jixiang Airlines is facing operational pressures, with a projected decline in revenue and net profit for the first three quarters of 2025 [23][54] - Dazhongfang has seen a continuous decline in net profit over three years, with a projected net profit of 55.7 million yuan for the first three quarters of 2025 [24][54]