Core Viewpoint - Jiangsu Guoxin (002608) has established core advantages in its environmental power generation business, aligning with the "dual carbon" policy to enhance ESG ratings [1] Group 1: Business Development - The company has formed technological accumulation, peak regulation support, and industrial chain collaboration as its core advantages [1] - Future plans include continuous promotion of clean and efficient power construction [1] Group 2: ESG Commitment - The company aims to strengthen safety production and energy supply responsibilities [1] - There is a focus on improving ESG governance and information disclosure [1] - The company emphasizes sustainable development practices to fulfill its responsibilities as a state-owned enterprise [1]

Core Viewpoint - Jiangsu Guoxin emphasizes the importance of its gas-fired power generation units, which total 2.592 million kilowatts, in peak regulation and supply assurance processes [1] Group 1: Company Operations - The company operates 2.592 million kilowatts of gas-fired power generation units, which play a crucial role in peak regulation and supply assurance [1] - The natural gas pipeline and LNG receiving station businesses are not part of the listed company, but the gas units can synergize with the controlling shareholder's natural gas operations [1] Group 2: Industry Context - The gas-fired power generation units are expected to leverage their advantages in the comprehensive energy service process [1]

Group 1 - The core transaction of Jiangsu Guoxin on January 14 involved a volume of 47 million shares and a transaction amount of 352 million yuan, with a transaction price of 7.49 yuan per share [2][3] - The buyer was Huatai Securities Co., Ltd. Suzhou Zhuyuan Road Securities Business Department, while the seller was Nanjing Securities Co., Ltd. Nanjing Dazhongting Securities Business Department [2][3] - Over the past three months, Jiangsu Guoxin has recorded a total of five block trades, amounting to 445 million yuan [2] Group 2 - The closing price of Jiangsu Guoxin on the day of the transaction was 7.49 yuan, reflecting a decrease of 0.53%, with a daily turnover rate of 0.72% and a total transaction amount of 204 million yuan [2] - The net outflow of main funds for the day was 7.4043 million yuan, and over the past five days, the stock has seen a cumulative increase of 0.27% with a total net outflow of 41.4497 million yuan [2] - The latest financing balance for Jiangsu Guoxin is 325 million yuan, which has decreased by 16.568 million yuan over the past five days, representing a decline of 4.85% [3]

证券日报网讯 1月14日，江苏国信在互动平台回答投资者提问时表示，公司会结合自身发展战略、现金 流状况和经营需求，做好分红规划，提升股东获得感。 （文章来源：证券日报） ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月14日，江苏国信收跌0.53%，收盘价为7.49元，发生1笔大宗交易，合计成交量4700万股，成交金额 3.52亿元。 第1笔成交价格为7.49元，成交4,700.00万股，成交金额35,203.00万元，溢价率为0.00%，买方营业部为 华泰证券股份有限公司苏州竹园路证券营业部，卖方营业部为南京证券股份有限公司南京大钟亭证券营 业部。 进一步统计，近3个月内该股累计发生5笔大宗交易，合计成交金额为4.45亿元。该股近5个交易日累计 上涨0.27%，主力资金合计净流出3861.31万元。 责任编辑：小浪快报 ...

关于子公司江苏信托的财务信息的自愿性信息披露公告 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。 江苏国信股份有限公司（以下简称"公司"）的控股子公司江苏省 国际信托有限责任公司（以下简称"江苏信托"）因从事银行间同业拆 借业务的需要，将根据《同业拆借管理办法》（人民银行〔2007〕3 号令）、《全国银行间同业拆借市场业务操作细则》（中汇交发〔2016〕 347号）的相关规定和《中国外汇交易中心暨全国银行间同业拆借中 心本币市场信息披露管理办法》的要求，于近日在中国货币网披露江 苏信托截至2025年12月31日的资产负债表（未经审计）以及江苏信托 2025年度利润表（未经审计）。本公司现将江苏信托相关资料予以公 告（附后）。 特此公告。 江苏国信股份有限公司董事会 2026 年 1 月 15 日 证券代码：002608 证券简称：江苏国信 公告编号：2026-001 江苏国信股份有限公司 2025 年 12 月 31 日 编制单位：江苏省国际信托有限责任公司 货币单位：人民币元 | 资 | 产 | 期 末 数 | 年初数 | 负债及所有者权益 | 期末数 | ...

证券日报网讯1月12日，江苏国信（002608）在互动平台回答投资者提问时表示，公司所属江苏国信能 源销售有限公司从事售电业务。国信能销公司深耕江苏省内电力市场多年，积累了较为稳定优质的用户 资源，此外结合本公司的火电资源及控股股东旗下风光水电等多元资源优势，拥有较为稳固的市场基本 盘，使其在面临电力市场激烈竞争时可发挥独特优势，拥有更高抗风险能力和提升效益的手段。 ...

Core Viewpoint - The report highlights the growth of China's nuclear power generation, indicating a positive trend in the industry with significant year-on-year increases in output [1]. Group 1: Industry Overview - In November 2025, China's nuclear power generation reached 39.8 billion kilowatt-hours, representing a year-on-year growth of 4.7% [1]. - From January to November 2025, the cumulative nuclear power generation in China was 436.56 billion kilowatt-hours, showing an 8.1% increase compared to the previous year [1]. Group 2: Companies Involved - Listed companies in the nuclear power sector include China General Nuclear Power (003816), China National Nuclear Power (601985), Sheneng Co., Ltd. (600642), Zhejiang Energy Power (600023), Hubei Energy (000883), Huaneng International (600011), Datang Power (601991), Jiangsu Guoxin (002608), China Nuclear Technology (000777), and Funiu Co., Ltd. (600483) [1]. Group 3: Market Research - The report titled "2026-2032 China Nuclear Power Industry Market Development Scale and Investment Opportunity Analysis" by Zhiyan Consulting provides insights into the market trends and investment opportunities in the nuclear power sector [1].

Core Viewpoint - The transition of traditional coal power to a greener model is essential as wind and solar energy become the main sources of electricity supply. Jiangsu Guoxin Yangzhou Power Co., Ltd. has initiated a technical upgrade project to enhance the flexibility of coal power generation, enabling it to better support the integration of renewable energy sources [1][2]. Group 1: Technical Upgrade and Implementation - The company has implemented a deep peak-shaving technology upgrade, achieving a 15% deep peak-shaving capability, which allows older units to maintain stable low-load supply [1]. - The upgrade project has completed the installation of main pipelines, with ongoing work on valves, platforms, and various debugging processes [1]. - The flexibility enhancement of coal power units is crucial for ensuring the stability and safety of the power grid as renewable energy installations increase [1]. Group 2: Operational Improvements - Previously, the deep peak-shaving capability of the units was at 30%, which was insufficient for meeting user demand, prompting the need for technical upgrades [2]. - The upgraded system will maintain stable, environmentally friendly, and energy-efficient operations even under low-load conditions, with the introduction of a coordinated optimization control system [2]. - Future optimization efforts will focus on improving steam tier utilization, enhancing the safety, environmental performance, and economic efficiency of the units [2].

Core Insights - The Jiangsu Guoxin Dafeng 850,000 kW offshore wind power project has successfully connected all turbines to the grid, marking it as the largest single project in terms of capacity and number of turbines during the "14th Five-Year Plan" period in Jiangsu [2] Project Overview - The project is located in the sea area southeast of Yancheng Xinyang Port and northeast of Dafeng Port, covering a planned area of 136 square kilometers and consisting of four sites [2] - A total of 100 wind turbines, each with a capacity of 8.5 megawatts, have been installed, resulting in a total installed capacity of 850,000 kW, along with the construction of two offshore booster stations and one onshore switch station [2] Environmental Impact - Once operational, the project is expected to generate an annual electricity output of 2.88 billion kWh, saving 870,000 tons of standard coal and reducing carbon dioxide emissions by 2.39 million tons [2] - The project contributes to optimizing the regional energy structure, building a new power system, and supporting the "dual carbon" goals [2]