一、交易对手方介绍 1、因本次签订的合同部分内容涉商业保密，公司根据对外信息披露相关规定豁 免披露交易对手方的具体信息。 2、客户与公司不存在任何关联关系，上述交易不构成关联交易。 二、合同的主要内容 证券代码：001202 证券简称：炬申股份 公告编号：2025-090 炬申物流集团股份有限公司 关于下属公司中标项目签订合同的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 炬申物流集团股份有限公司（以下简称"公司"）于2025年10月10日在巨潮资 讯网（www.cninfo.com.cn）披露了《关于收到中标结果的提示性公告》（公告编号： 2025-087）。近日，公司下属公司SOCIETE JUSHEN GUINEE-SARLU（以下简称"炬申 几内亚"）与招标方指定主体签署了《铝土矿转运协议》。主要情况如下： （七）其他：除上述主要内容外，合同条款中对结算方式、违约责任、滞期费、 速遣费及争议解决等方面做了约定。 三、对公司的影响 （一）合同主体： 客户：几内亚共和国某矿业公司 运营商：SOCIETE JUSHEN GUINEE-SARLU（炬申 ...

Market Overview - On October 23, the logistics sector rose by 0.28% compared to the previous trading day, with Changjiang Investment leading the gains [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Stock Performance - Changjiang Investment (600119) closed at 9.63, with a gain of 7.12% and a trading volume of 402,400 shares, amounting to a transaction value of 391 million [1] - Other notable performers included Eastern Airlines Logistics (601156) with a 2.55% increase, and Wuchan Zhongda (600704) with a 2.35% increase [1] Fund Flow Analysis - The logistics sector experienced a net outflow of 20.51 million from institutional investors, while retail investors saw a net inflow of 116 million [2] - Major stocks like Changjiang Investment and Wuchan Zhongda had significant net inflows from retail investors, despite overall outflows from institutional and speculative funds [3] Individual Stock Insights - Changjiang Investment had a net inflow of 83.66 million from institutional investors, but a net outflow of 39.65 million from speculative funds [3] - Wuchan Zhongda also saw a net inflow of 70.94 million from institutional investors, with a net outflow of 25.73 million from speculative funds [3]

Core Viewpoint - Jushen Co., Ltd. announced plans for a share reduction by its major shareholder, which may impact the company's stock performance and investor sentiment [1] Group 1: Shareholder Actions - The controlling shareholder of Jushen Logistics Group, Mr. Lei Qi, through a related party, plans to reduce holdings by up to 480,000 shares, representing approximately 0.29% of the total share capital [1] - The reduction will occur within three months after 15 trading days from the announcement date [1] - The breakdown of the share reduction includes indirect reductions by Mr. Lei Jinlin (up to 390,000 shares), Mr. Kong Yang (up to 65,000 shares), and Ms. Xia Feiqun (up to 26,000 shares) [1] Group 2: Financial Performance - For the first half of 2025, Jushen Co., Ltd. reported that its revenue composition is entirely from the logistics and warehousing sector, accounting for 100% [1] - As of the announcement, the market capitalization of Jushen Co., Ltd. is 2.8 billion yuan [1]

Core Viewpoint - The controlling shareholder and actual controller of Jushen Co., Ltd., Lei Qi, through an associated party, intends to reduce holdings due to funding needs, affecting a small percentage of the total shares [1] Shareholder Reduction Plan - Foshan Xinlong, an associated party of the controlling shareholder, holds 1.3 million shares, accounting for 0.7838% of the company [1] - The planned reduction involves selling up to 481,000 shares within three months after a 15 trading day notice period [1] - The individual reductions include Lei Jinlin (up to 390,000 shares), Kong Yang (up to 65,000 shares), and Xia Feiqun (up to 26,000 shares), totaling a maximum of 0.2900% of the company's total share capital [1] - The selling price will be determined based on market conditions at the time of sale [1]

证券代码：001202 证券简称：炬申股份 公告编号：2025-089 炬申物流集团股份有限公司 关于公司股东减持股份预披露公告 公司控股股东、实际控制人雷琦先生之一致行动人佛山市鑫隆企业管理合伙 企业（有限合伙）保证向本公司提供的信息内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、炬申物流集团股份有限公司（以下简称"公司"）控股股东、实际控制人雷 琦先生之一致行动人佛山市鑫隆企业管理合伙企业（有限合伙）（以下简称"佛山 鑫隆"）持有本公司股份1,300,000股，占本公司总股本比例0.7838%，计划自本公 告披露之日起15个交易日后的3个月内，通过集中竞价方式减持公司股份不超过 481,000股（其中雷金林先生间接减持不超过390,000股；孔洋先生间接减持不超过 65,000股；夏飞群女士间接减持不超过26,000股），即不超过公司总股本的0.2900%。 2、本公告所述公司占总股本比例的计算，是以截至本公告披露日，剔除公司回 购专用账户中的834,710股后的总股本165,856,400股为基数进行计算的 ...

Core Viewpoint - The controlling shareholder and actual controller of Jushen Co., Ltd., Lei Qi, through a concerted action partner, Foshan Xinlong, plans to reduce its stake in the company by selling up to 481,000 shares within three months, starting 15 trading days after the announcement [1] Group 1 - Foshan Xinlong currently holds 1.3 million shares, representing 0.7838% of the total shares of Jushen Co., Ltd. [1] - The planned reduction includes indirect sales by Lei Jinlin (up to 390,000 shares), Kong Yang (up to 65,000 shares), and Xia Feiqun (up to 26,000 shares), totaling a maximum of 0.2900% of the company's total share capital [1] - The selling price will be determined based on the market price at the time of the sale [1]

Group 1 - The core point of the article is that Jushen Co., Ltd. (001202.SZ) experienced a significant drop in stock price, reaching a new low since September 9, with a decline of 6.03% to 14.8 yuan [1] - As of October 9, 2025, the company has repurchased a total of 1.6616 million shares, accounting for 0.9968% of the total share capital, with an average transaction price of 15.08 yuan per share [1] - The highest and lowest prices during the repurchase were 16.91 yuan and 14.5 yuan respectively, with total funds raised from the sale amounting to 25.0502 million yuan [1] Group 2 - The company's share reduction plan has been completed ahead of schedule, and there will be no further reductions of the remaining shares [1] - The share reduction will not affect the company's control or total share capital [1]

Core Viewpoint - The company focuses on logistics and warehousing services for non-ferrous metals, with a specific emphasis on large commodity transactions and storage [1] Group 1 - The company has received approval for 10 delivery warehouse qualifications from four major futures exchanges located in Shanghai, Guangzhou, Zhengzhou, and Dalian [1] - The warehousing business includes a variety of commodities such as aluminum, copper, zinc, and tin [1] - Detailed business operations can be found in the company's periodic reports and announcements [1]

Core Viewpoint - Jushen Co., Ltd. (001202.SZ) has completed its share repurchase plan ahead of schedule, having repurchased a total of 1,661,590 shares, which accounts for approximately 0.9968% of the company's total share capital [1] Summary by Relevant Sections - **Share Repurchase Details** - The company repurchased shares through centralized bidding, with total funds raised amounting to 25,050,164.20 yuan (excluding transaction fees) [1] - The highest transaction price was 16.91 yuan per share, while the lowest was 14.50 yuan per share, with an average transaction price of 15.08 yuan per share [1] - **Compliance and Regulations** - The completion of the repurchase aligns with the company's established reduction plan and complies with relevant regulations, including the Shenzhen Stock Exchange's self-regulatory guidelines [1]

Core Viewpoint - The company has completed its share repurchase plan ahead of schedule, having repurchased a total of 1.6616 million shares, which represents 0.9968% of the company's total share capital [1] Summary by Relevant Sections - **Share Repurchase Details** - The company repurchased shares through centralized bidding, with an average transaction price of 15.08 yuan per share [1] - The highest transaction price recorded was 16.91 yuan per share, while the lowest was 14.5 yuan per share [1] - The total funds raised from the repurchase amounted to 25.0502 million yuan [1] - **Impact on Company Structure** - The completion of the repurchase plan will not result in any changes to the company's control or total share capital [1]