Group 1 - The company, Jiangsu Jinzhong, announced on January 5 that it has signed a guarantee contract with China Minsheng Bank's Nanjing branch to provide guarantees for financing related to Huayu Leasing and Huiyong Leasing [1] - Huayu Leasing and Huiyong Leasing are wholly-owned project companies established by the company for cross-border ship leasing business in bonded areas, approved by the Jiangsu Regulatory Bureau of the former China Banking and Insurance Regulatory Commission [1] - As of the announcement date, the company's total external guarantee balance, including this contract, amounts to approximately RMB 3.828 billion, which represents 15.86% of the company's audited net assets as of December 31, 2024 [1] Group 2 - The company is actively engaging in the leasing industry, particularly in cross-border ship leasing, indicating a strategic focus on expanding its business operations [1] - The partnership with China Minsheng Bank suggests a strengthening of financial support for the company's leasing projects, which may enhance its operational capabilities [1]

证券代码：600901 证券简称：江苏金租 公告编号：2026-002 附件： 江苏金融租赁股份有限公司 特此公告。 江苏金融租赁股份有限公司董事会 2026 年 1 月 6 日 关于选举第四届董事会职工董事的公告 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 和完整性承担法律责任。 近日，江苏金融租赁股份有限公司（以下简称"公司"）召 开第二届职代会第十六次会议，民主选举张永飞先生担任公司第 四届董事会职工董事（简历详见附件）。张永飞董事任职资格自 国家金融监督管理总局江苏监管局核准后生效，任期自监管机构 核准其任职资格之日起至第四届董事会届满之日止。 张永飞先生担任职工董事后,公司第四届董事会中兼任公司 高级管理人员以及由职工代表担任的董事，总计未超过公司董事 总数的二分之一,符合相关法律法规的要求。 职工董事简历 张永飞先生，回族，1984 年 1 月出生，中共党员，硕士研 究生学历，中级经济师，拥有法律职业资格、银行从业资格（中 级）、董事会秘书资格。2009 年 7 月至 2015 年 2 月，任江苏金 融租赁股份有限公司风险管理部主管 ...

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 承担法律责任。 重要内容提示： 证券代码：600901 证券简称：江苏金租 公告编号：2026-001 江苏金融租赁股份有限公司 关于为项目公司提供担保的公告 被担保人名称：汇裕（天津）航运租赁有限公司（以下简称"汇 裕租赁"）、汇永（天津）航运租赁有限公司（以下简称"汇永租 赁"），均为江苏金融租赁股份有限公司（以下简称"公司"）在 境内保税地区设立的全资项目公司。 | 序号 | 被担保人 | 本次担保额度 | 累计担保余额 | | --- | --- | --- | --- | | | | （美元） | （含本次） | | 1 | 汇裕租赁 | 5,400,000 | 5,400,000 | | 2 | 汇永租赁 | 9,600,000 | 9,600,000 | 本次担保金额及已实际为其提供的担保余额： 本次担保是否有反担保：否 对外担保逾期的累计数量：无 一、担保情况概述 1 （一）担保基本情况 近日，公司与中国民生银行股份有限公司南京分行（以下简称 "民生银行"）签订《保证合同》，为 ...

Group 1 - The core viewpoint is that 2026 will be a crucial year for China's economic work, marking the beginning of the "15th Five-Year Plan" and the transition to a period of solid foundation and comprehensive efforts [1] - Analysts from ten major securities firms provide insights on market trends, industry allocations, and major investment opportunities for 2026, aiming to clarify the investment landscape for investors [1] Group 2 - CITIC Securities predicts that A-share company profit growth will show a trend of low growth initially followed by a recovery [2] - The market is expected to be influenced by the US-China trade agreement and the US midterm elections, with three phases of market performance anticipated [4] - Key investment themes include global pricing power in manufacturing, the expansion of Chinese companies overseas, the continuation of the tech trend with AI, and the potential recovery of domestic demand [4] Group 3 - CICC highlights that the restructuring of international order and China's industrial innovation will support A-share performance, with a market trend of initial growth followed by stabilization [5] - Analysts suggest focusing on growth sectors such as AI applications, industries benefiting from external demand, and cyclical sectors nearing recovery [7] Group 4 - GF Securities indicates that the A-share market is likely to maintain a "slow bull" pattern, with corporate profit structures undergoing significant changes [8][10] - The expected nominal GDP growth for China in 2026 is projected to reach 6.45%, significantly higher than in 2025, supporting the overall improvement in corporate profits [21] Group 5 - Analysts from various firms suggest that the market will shift from valuation-driven to profit-driven dynamics, with traditional and emerging industries contributing to profit recovery [15][17] - The focus on new production capabilities and the impact of policies like "anti-involution" are expected to improve competition in traditional industries and boost domestic demand [17] Group 6 - Analysts predict that more industries will enter a profit recovery phase in 2026, with nominal economic recovery and price increases being the most evident trends [18][20] - UBS forecasts that A-share company profit growth could rise to 8% due to improved nominal GDP growth and the narrowing of PPI declines [32] Group 7 - Analysts recommend focusing on four main investment themes: technological self-reliance, consumer sector recovery, "anti-involution" related sectors, and the global competitiveness of Chinese companies [34] - The market is expected to maintain a balanced style between growth and value, with cyclical sectors likely to outperform defensive sectors as the economy recovers [34]

截至发稿，刘禹良累计任职时间2年45天，现任基金资产总规模3.28亿元，任职期间最佳基金回报 36.02%， 任职期间最差基金回报-6.4%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，汇丰晋信基金旗下1只基金重仓江苏金租。汇丰晋信中小盘低波动股票A（009658）三季度 增持11.83万股，持有股数42.63万股，占基金净值比例为4.35%，位居第三大重仓股。根据测算，今日 浮盈赚取约3.41万元。 汇丰晋信中小盘低波动股票A（009658）成立日期2020年8月13日，最新规模5327.54万。今年以来收益 6.23%，同类排名3688/4189；近一年收益4.94%，同类排名3674/4188；成立以来亏损13.91%。 汇丰晋信中小盘低波动股票A（009658）基金经理为刘禹良。 12月31日，江苏金租涨1.31%，截至发稿，报6.21元/股，成交1165.35万元，换手率0.03%，总市值 359.67亿元。 资料显示，江苏金 ...

Key Points - Guizhou Moutai's controlling shareholder, Moutai Group, has completed a share buyback plan, acquiring 2,071,359 shares for a total of 3 billion yuan, increasing its stake to 56.63% of the total share capital [1] - Juneyao Airlines plans to purchase 25 Airbus A320 series aircraft for a total of 4.1 billion USD, with deliveries scheduled between 2028 and 2032 [1] - ST Panda is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [1] - Huali Co. has terminated its plan to acquire a 51% stake in Zhongke Huilian due to a lack of consensus on key transaction terms [1][2] - China Duty Free Group's subsidiary has signed a contract for a duty-free project at Beijing Capital International Airport, covering an area of 10,646.74 m², with a guaranteed operating fee of 480.27 million yuan in the first year [3] - Haisheng Pharmaceutical's invested company has initiated Phase II clinical trials for NWRD06, a novel RNA drug targeting GPC3 for liver cancer, marking a significant milestone in cancer treatment [3] - WISCO Development is planning to acquire stakes in WISCO Mining and Luzhong Mining through asset swaps and cash payments, leading to a temporary suspension of its stock [4] - Yonghui Supermarket intends to publicly sell a 28.095% stake in its subsidiary Yonghui Cloud Gold Technology [5] - Shanxi Expressway plans to acquire a 15% stake in Shanxi Transportation Industry Development Group for 74.8 million yuan [5] - China Energy Construction's subsidiary has won a 6.864 billion yuan ecological comprehensive governance project [5]

Group 1 - The company, Jiangsu Jinzu, reported that as of August 8, 2025, the total number of shareholders is 55,330 [2]

证券日报网讯 12月26日，江苏金租在互动平台回答投资者提问时表示，截至2025年10月20日，公司股 东总数为56784户。 （文章来源：证券日报） （文章来源：证券日报） 证券日报网讯 12月26日，江苏金租在互动平台回答投资者提问时表示，截至2025年10月20日，公司股 东总数为56784户。 ...

证券日报网讯 12月26日，江苏金租在互动平台回答投资者提问时表示，截至2025年12月19日，公司股 东总数为49836户。 （文章来源：证券日报） ...

Core Insights - The China Securities State-Owned Enterprises Dividend Index has shown a slight increase of 0.08% as of December 25, 2025, with notable gains in constituent stocks such as Xiamen International Trade (up 4.44%) and Luxi Chemical (up 3.30%) [1] - The National State-Owned Enterprises Dividend ETF (159515) has also increased by 0.26%, reflecting a growing interest in dividend-paying assets amid a favorable monetary policy environment [1][2] Market Performance - The trading volume for the National State-Owned Enterprises Dividend ETF reached 2.91% turnover with a transaction value of 1.489 million yuan, and the average daily trading volume over the past week was 4.2193 million yuan [1] - The latest scale of the National State-Owned Enterprises Dividend ETF stands at 51.0433 million yuan, with a total of 44.7866 million shares [1] Policy and Economic Environment - The People's Bank of China has reiterated its commitment to maintaining a moderately loose monetary policy, which is expected to positively influence market sentiment [1] - The decline in the risk-free interest rate is expected to enhance the attractiveness of dividend assets, supported by ongoing policy improvements aimed at strengthening the quality and market capitalization management of listed companies [2] Investment Outlook - According to Kaiyuan Securities, the performance of dividend stocks is anticipated to outperform in 2026 compared to 2025, driven by improved relative valuations, easing pressure on cyclical earnings, and a shift in funding preferences towards high-dividend assets [2] - The National State-Owned Enterprises Dividend Index reflects the overall performance of high-dividend securities selected from state-owned enterprises, focusing on those with stable dividends and significant liquidity [2][3]