Core Viewpoint - Jiangsu Guotai (002091) demonstrated strong resilience and competitiveness, achieving steady growth and quality improvement in its operations, with revenue and net profit growth aligning with industry trends [1] Financial Performance - For the first three quarters of 2025, the company reported a revenue of 29.604 billion yuan, representing a year-on-year increase of 2.06% [1] - The net profit attributable to shareholders reached 935 million yuan, reflecting a year-on-year growth of 5.37% [1] Business Segments - The company operates primarily in two main business segments: supply chain services and chemical new energy [1] - The development of its subsidiary, Ruitai New Materials (301238), which focuses on lithium-ion battery materials and silane coupling agents, positively supports the chemical new energy segment [1]

证券日报网讯1月29日，江苏国泰（002091）在互动平台回答投资者提问时表示，根据《募集说明书》 的约定，公司本次可交债发行规模为12亿元人民币，债券期限为3年，票面利率为0.01%，在本期债券 存续期限内保持不变，本期债券票面利率采取单利按年计息，不计复利，并拟全部用于偿还银行贷款。 未来若有相关信息触及公司信息披露义务，公司将严格按照有关法律法规的规定和要求及时履行信息披 露义务。 ...

Group 1 - The company Jiangsu Guotai announced on January 29 that it plans to recognize an asset impairment provision of approximately 236 million to 292 million yuan for the year 2025 [1] - The impairment provision is primarily due to the fixed asset impairment recognized by its subsidiary, Ruitai New Materials [1] - This provision is expected to reduce the net profit attributable to the parent company's shareholders by 157 million to 190 million yuan and decrease the equity attributable to the parent company's shareholders by the same amount [1]

| 证券代码：002091 | 证券简称：江苏国泰 | 公告编号：2026-04 | | --- | --- | --- | | 转债代码：127040 | 转债简称：国泰转债 | | 江苏国泰国际集团股份有限公司 关于拟计提资产减值准备的提示性公告 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。 一、本次拟计提资产减值准备概述 （一）本次拟计提资产减值准备的原因 二、本次拟计提资产减值准备的具体情况说明 （一）坏账准备 公司以预期信用损失为基础，根据历史信用损失经验及变动情况，结合当前 状况以及对未来经济状况的预测，确定整个存续期预期信用损失率、估计预期信 资产名称 本次拟计提减值金 额（万元） 备注 坏账准备 2,100.00-4,100.00 应收账款、其他应收款 存货跌价准备 1,000.00-1,600.00 固定资产减值准备 20,418.00-23,418.00 系公司控股子公司江苏瑞泰新能源 材料股份有限公司（以下简称"瑞 泰新材"）计提固定资产减值准备及 在建工程减值准备造成。 在建工程减值准备 102.00 合计 23,620.00-29, ...

Market Overview - The trade sector experienced a decline of 2.74% on January 29, with Wumart Development leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - Notable stock performances included: - *ST Huke (600608): Closed at 3.82, up 3.24% with a trading volume of 80,600 shares and a turnover of 30.68 million yuan [1] - Wumart Development (600058): Closed at 14.83, down 6.14% with a trading volume of 575,900 shares and a turnover of 868 million yuan [2] - Jiangsu Guotai (002091): Closed at 66.88, down 2.39% with a trading volume of 344,900 shares and a turnover of 312 million yuan [2] Capital Flow - The trade sector saw a net outflow of 177 million yuan from main funds, while retail investors contributed a net inflow of 81.64 million yuan [2] - Specific stock capital flows included: - CITIC Metal (601061): Main funds net inflow of 79.84 million yuan, retail net inflow of 2.47 million yuan [3] - Wumart Development (600058): Main funds net outflow of 26.73 million yuan, retail net inflow of 25.63 million yuan [3] - Nanjing Commercial Travel (600250): Main funds net outflow of 7.04 million yuan, retail net inflow of 7.25 million yuan [3]

证券日报网讯1月27日，瑞泰新材（301238）在互动平台回答投资者提问时表示，控股股东江苏国泰 （002091）本次非公开发行可交换公司债券已于近日发行完成，进入换股期后(即2026年7月24日至2029 年1月22日止)，债券持有人如选择换股，取得的瑞泰新材股票来源于控股股东持有的本公司股份(部分 股份已办理质押)。若发生换股，控股股东的持股数量将相应减少、持股比例相应下降。本公司总股本 不因可交换债换股而发生变动。公司将持续关注本次可交换公司债券的进展情况，严格遵守相关法律规 定，及时履行信息披露义务，敬请广大投资者注意投资风险。 ...

Group 1 - Jiangsu Guotai announced the convening of the 20th meeting of the 9th Board of Directors and the 16th meeting of the 9th Supervisory Board on August 21, 2025, and the first extraordinary shareholders' meeting of 2025 on September 10, 2025, to review the proposal for a non-public issuance of exchangeable corporate bonds based on its holdings of A-shares of Jiangsu Ruitai New Energy Materials Co., Ltd. (stock code: SZ301238) [1] - On December 17, 2025, the company received a no-objection letter from the Shenzhen Stock Exchange regarding the non-public issuance of exchangeable corporate bonds, confirming compliance with listing conditions [1] - The non-public issuance of exchangeable corporate bonds has been completed for professional investors [1] Group 2 - Local state-owned assets are beginning to "bottom out" by purchasing auctioned properties, acquiring over 60 units in the Nansha District of Guangzhou at prices around 6,000 to 7,000 yuan per unit, while the average listing price for second-hand houses in the same community exceeds 20,000 yuan [1]

Group 1 - The company Jiangsu Guotai (002091.SZ) has completed the issuance of exchangeable bonds aimed at professional investors [1] - The bond is named "26 Guotai E1" with the code 117250, and the total issuance scale is 1.2 billion RMB [1] - The bond has a maturity period of 3 years and a fixed coupon rate of 0.01% throughout its duration [1]

Group 1 - Jiangsu Guotai announced the release of 5.9 million shares from pledge by its major shareholder, Shengtai Investment [1] - As of the announcement date, Shengtai Investment has a total of 2.37 million shares pledged [1] Group 2 - Local state-owned assets are beginning to purchase foreclosed properties at prices around 6,000 to 7,000 yuan per unit in the Nansha District of Guangzhou, acquiring over 60 properties [1] - The average listing price for second-hand houses in the same community exceeds 20,000 yuan [1]

| 证券代码：002091 | 证券简称：江苏国泰 公告编号：2026-03 | | --- | --- | | 转债代码：127040 | 转债简称：国泰转债 | 江苏国泰国际集团股份有限公司 关于非公开发行可交换公司债券发行完成的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 2、债券代码：117250 3、发行规模：人民币 12 亿元 4、债券期限：本期债券期限为 3 年。 5、票面利率：本期债券票面利率为 0.01%，在本期债券存续期限内保持不变。 本期债券票面利率采取单利按年计息，不计复利。 6、初始换股价格：本期债券的初始换股价格为 23.38 元/股。 江苏国泰国际集团股份有限公司（以下简称"公司"）分别于 2025 年 8 月 21 日召开第九届董事会第二十一次会议以及第九届监事会第十六次会议、2025 年 9 月 10 日召开 2025 年第一次临时股东大会，审议通过了以本公司所持有的江苏瑞 泰新能源材料股份有限公司 A 股股票（股票代码：SZ301238）为标的非公开发行 可交换公司债券的相关议案。具体内容详见公司于 2025 年 8 ...