证券日报网讯 1月16日，江苏国泰在互动平台回答投资者提问时表示，公司基于供应链服务版块发展规 划，已开展跨境电商业务，相关业务尚在初步拓展期。后续公司将结合行业发展趋势与自身技术储备积 极探索、稳步推进相关业务布局。 （文章来源：证券日报） ...

Core Insights - The article presents the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of January 15, 2026, highlighting significant gainers and their dividend yields [1][5]. Group 1: Stock Performance - The top performer is Aotewi (688516.SH) with a daily increase of 8.15% and a year-to-date increase of 32.30%, along with a dividend yield of 3.80% [1][5]. - Weichai Power (000338.SZ) ranks second with a daily rise of 4.18% and a year-to-date increase of 17.44%, offering a dividend yield of 3.62% [1][5]. - Action Education (605098.SH) follows with a daily gain of 4.01% and a year-to-date increase of 11.71%, featuring a dividend yield of 5.02% [1][5]. Group 2: Dividend Yields - The highest dividend yield among the top 20 stocks is from Jichuan Pharmaceutical (600566.SH) at 7.99%, with a daily increase of 1.57% and a year-to-date increase of 0.84% [1][5]. - Other notable dividend yields include Oppein Home (603833.SH) at 6.85% and Qianjiang Motorcycle (000913.SZ) at 5.67% [1][5]. Group 3: Market Trends - The article notes the formation of a MACD golden cross signal, indicating a positive trend in the stock market, particularly for the highlighted stocks [4][8].

Group 1 - The trade sector increased by 1.57% on January 15, with Wukuang Development leading the gains [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] - Wukuang Development's stock price rose by 9.98% to 12.67, with a trading volume of 173,000 shares and a transaction value of 219 million yuan [1] Group 2 - The trade sector experienced a net outflow of 47.42 million yuan from institutional investors, while retail investors saw a net outflow of 39.23 million yuan [2] - Jiangsu Guotai had a net inflow of 34.96 million yuan from institutional investors, while also experiencing a net outflow of 59.87 million yuan from retail investors [3] - Nanjing Commercial Travel saw a net inflow of 34.22 million yuan from institutional investors, with a net outflow of 53.55 million yuan from retail investors [3]

Group 1: Non-ferrous Metals Industry - The non-ferrous metals sector is experiencing a tight supply-demand balance, with macroeconomic factors such as monetary policy, geopolitical tensions, and supply disruptions significantly impacting metal prices [2][3] - Precious metals are supported by geopolitical factors, with gold prices expected to be bolstered by central bank purchases and rising ETF holdings in 2026 [3][4] - Copper prices are expected to remain strong due to supply constraints and positive macroeconomic expectations, with a focus on the impact of U.S. Federal Reserve leadership changes on prices [4] - Aluminum prices are experiencing upward momentum driven by strong macroeconomic performance and easing liquidity, with domestic production and demand recovering [4] - Tin prices are supported by supply bottlenecks, with ongoing tight supply conditions expected to continue due to production delays in key regions [5] Group 2: Jiangsu Guotai Company - Jiangsu Guotai is positioned as a leading player in the textile and chemical sectors, benefiting from global supply chain restructuring and the recovery of the new energy industry [7][8] - The company is expected to achieve net profits of 1.19 billion, 1.25 billion, and 1.31 billion RMB from 2025 to 2027, with a target market value of 18.75 billion RMB based on a 15x PE ratio for 2026 [7] - Jiangsu Guotai's core trading business is supported by a global production layout, which helps mitigate external disruptions and maintain stable growth [8] Group 3: Automotive Industry - The humanoid robot sector is entering a phase of commercialization, with significant advancements showcased at CES 2026, indicating a potential acceleration in the global commercialization process [9][10] - Chinese humanoid robot companies demonstrated strong capabilities at CES 2026, with a notable presence and innovative product showcases [10][11] - The automotive sector is witnessing increased interest in humanoid robots, with several companies making significant technological advancements and product launches [9][10]

格隆汇1月13日丨江苏国泰(002091.SZ)在投资者互动平台表示，截至目前公司供应链服务板块暂不涉及 ai领域。 ...

每经AI快讯，有投资者在投资者互动平台提问：您好，公司供应链贸易业务，是否运用人工智能，大 数据等，构建Al时代营销应用数据底座？公司在AL智能体应用体现在哪些方面？ 江苏国泰（002091.SZ）1月13日在投资者互动平台表示，您好，截至目前公司供应链服务板块暂不涉及 AI领域。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。敬请广大投资者注意投资风险，感谢您对公司的关注！ （文章来源：每日经济新闻） ...

Market Overview - The trade sector experienced a decline of 1.15% on January 13, with Kerryde leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Stock Performance - Notable stock performances in the trade sector included: - CITIC Metal (601061) closed at 15.15, up 0.53% with a trading volume of 294,300 shares and a turnover of 447 million yuan [1] - Jiangsu Guotai (002091) closed at 9.02, down 0.33% with a trading volume of 402,700 shares and a turnover of 365 million yuan [1] - Yiyaton (002183) closed at 5.18, down 2.26% with a trading volume of 1,005,800 shares and a turnover of 528 million yuan [1] Capital Flow - The trade sector saw a net outflow of 156 million yuan from main funds, while retail investors contributed a net inflow of 165 million yuan [2] - The capital flow for specific stocks included: - Yiyaton (002183) had a main fund net outflow of 34.48 million yuan and a retail net inflow of 50.06 million yuan [3] - CITIC Metal (601061) experienced a main fund net outflow of 30.13 million yuan and a retail net inflow of 24.53 million yuan [3] - Jiangsu Guotai (002091) had a main fund net outflow of 6.51 million yuan and a retail net inflow of 18.17 million yuan [3]

Investment Rating - The report assigns an "Outperform" rating to the company, with a target price of 11.52 RMB based on a 15x PE for 2026, resulting in a target market value of 187.5 billion RMB [1][16]. Core Insights - The company is positioned as a leading player in textile trade and the electrolyte sector, benefiting from the global restructuring of consumer goods supply chains and the recovery of the new energy industry. The core trading business maintains steady growth through global capacity layout, while the chemical new materials segment is expected to contribute to earnings elasticity due to increased orders from battery clients and improved supply structure [4][13]. Financial Summary - The company forecasts total revenue for 2025-2027 to be 398.6 billion, 413.3 billion, and 425.4 billion RMB, with year-on-year growth rates of +2.3%, +3.7%, and +2.9% respectively. The net profit attributable to the parent company is projected to be 11.93 billion, 12.50 billion, and 13.07 billion RMB, with growth rates of +7.9%, +4.8%, and +4.5% respectively [14][15]. Business Overview - The company operates primarily in the textile trade, which accounts for over 90% of its revenue. The chemical business, while facing challenges, still plays a role in the overall performance. The trading segment is expected to grow steadily, while the chemical segment is projected to recover gradually as market conditions improve [25][19]. Supply Chain Strategy - The company has shifted towards a "world supply chain integration" model, with significant investments in overseas production facilities, particularly in Southeast Asia and Africa. This strategy aims to mitigate external disruptions and ensure stable core orders [4][41]. New Energy and Materials Sector - The new energy materials segment, led by the subsidiary RuTai New Materials, is focused on lithium battery materials and organic silicon. The company anticipates a recovery in this sector as supply and demand dynamics improve, despite facing price pressures in the short term [20][4].

Core Viewpoint - Jiangsu Guotai (002091) emphasizes its commitment to market value management and has established a "Valuation Enhancement Plan" and "Market Value Management System" to support this initiative [1] Group 1: Company Strategy - The company prioritizes high-quality and sustainable development as its core value [1] - Jiangsu Guotai is steadily advancing its operational management efforts to enhance operational efficiency and profitability [1] - The company aims to strengthen its core competitiveness and promote the growth of intrinsic and market value in tandem [1] Group 2: Investor Relations - Jiangsu Guotai expresses its intention to share the long-term development results with a broad base of investors [1]

Core Viewpoint - Jiangsu Guotai emphasizes its commitment to high-quality sustainable development and focuses on core business operations while enhancing operational efficiency and risk management [2] Group 1: Company Performance - The company's stock price fluctuations are influenced by macroeconomic conditions, industry policies, and market sentiment [2] - Jiangsu Guotai has maintained a steady development approach and has implemented cash dividends for 19 consecutive years since its listing in 2006 [2] Group 2: Shareholder Returns - The company has established a shareholder dividend return plan for the next three years (2025-2027) to ensure continuous and stable returns [2] - Jiangsu Guotai aims to optimize management and strictly adhere to legal regulations to enhance corporate value and shareholder returns [2]