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]

Group 1 - Jiangsu Financial Leasing Co., Ltd. (江苏金租) reported a stock price increase of 1.31%, reaching 6.21 CNY per share, with a total market capitalization of 35.967 billion CNY as of December 31 [1] - The company, established on April 23, 1988, and listed on March 1, 2018, specializes in financing leasing services, with revenue contributions from various sectors including infrastructure (21.29%), transportation (20.28%), and energy & environmental protection (19.20%) [1] - The company is headquartered in Nanjing, Jiangsu Province, at Financial City, 99 Jialingjiang East Street, Jianye District [1] Group 2 - HSBC Jintrust Fund has a significant holding in Jiangsu Financial Leasing, with its fund increasing its stake by 118,300 shares to a total of 426,300 shares, representing 4.35% of the fund's net value [2] - The fund, HSBC Jintrust Small Cap Low Volatility Stock A (009658), has a current size of 53.2754 million CNY and has achieved a year-to-date return of 6.23% [2] - The fund manager, Liu Yuliang, has been in charge for 2 years and 45 days, with the best fund return during his tenure being 36.02% [2]

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]

Group 1 - The core point of the article is that Jiangsu Jinzu announced on an interactive platform that as of October 20, 2025, the total number of shareholders is 56,784 [2][3]. Group 2 - The information was sourced from the Securities Daily [4].

Group 1 - The company, Jiangsu Jinzu, reported that as of December 19, 2025, the total number of shareholders is 49,836 [2]

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]

证券代码：600901 证券简称：江苏金租 公告编号：2025-059 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 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： 被担保人名称：汇乐（天津）航运租赁有限公司（以下简称"汇 乐租赁"），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。 本次担保金额及已实际为其提供的担保余额：本次担保金额为 10,730,000 美元；截至公告披露日，公司实际为其提供的担保余额为 10,730,000 美元（含本次）。 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 （一）担保基本情况 1 近日，公司与南京银行股份有限公司南京分行（以下简称"南 京银行"）签订《保证合同》，为汇乐租赁的有关融资提供担保。 汇乐租赁是本公司经原中国银保监会江苏监管局批准后，为开展 跨境船舶租赁业务而在境内保税地区设立的全资项目公司。 （二）本次担保事项履行的内部决策程序 公司分别于 2025 年 4 月 25 日、2025 年 5 ...