Core Viewpoint - Jiangsu Guoxin disclosed the unaudited financial information of its subsidiary Jiangsu Trust for 2025, indicating stable revenue but declining profits compared to the previous year [1] Financial Performance - Jiangsu Trust achieved an operating income of 3.13 billion yuan in 2025, remaining largely unchanged from the previous year [1] - Investment income reached 2.348 billion yuan, representing a year-on-year increase of 9.66% and accounting for 75% of total revenue [1] - Fee and commission income was 916 million yuan, showing a year-on-year decline of 6.52% [1] - Fair value changes showed significant volatility, decreasing from 65 million yuan in 2024 to -102 million yuan, which negatively impacted revenue growth [1] - Total profit for 2025 was 2.81 billion yuan, a decrease of 267 million yuan or 8.68% year-on-year [1] - Net profit stood at 2.567 billion yuan, reflecting a year-on-year decline of 8.95% [1] Company Background - Jiangsu Trust has a registered capital of 8.76 billion yuan and serves as the vice president unit of the China Trust Industry Association [1] - The actual controller of Jiangsu Trust is Jiangsu Guoxin Group Co., Ltd. [1]

Core Viewpoint - Jiangsu Guoxin (002608.SZ) announced that its major shareholder, Suzhou Suxin Juliy Technology Development Co., Ltd., has increased its stake in the company, reflecting confidence in the company's future development [1] Group 1 - The major shareholder acquired 47 million shares through a block trade on January 14, 2026 [1] - The shares purchased represent 1.2440% of the company's total share capital [1]

证券代码：002608 证券简称：江苏国信 公告编号：2026-002 江苏国信股份有限公司 关于 5%以上股东增持公司股份触及 1%整数倍的公告 股东苏州苏新聚力科技发展有限公司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。 江苏国信股份有限公司（以下简称"公司"）于 2026 年 1 月 15 日收 到公司 5%以上股东苏州苏新聚力科技发展有限公司（简称"苏新聚力"） 发来的《增持告知函》，基于对公司未来发展的信心，苏新聚力于 2026 年 1 月 14 日通过深圳证券交易所交易系统以大宗交易方式增持公司股 份 47,000,000 股，占公司总股本的 1.2440%。 | 1．基本情况 | | | --- | --- | | 信息披露义务人 | 苏州苏新聚力科技发展有限公司 | | 住所 | 苏州高新区长江路211号天都商业广场3幢609室 | | 权益变动时间 | 2026年1月14日 | | 权益变动过程 | 基于对公司未来发展的信心，苏新聚力于2026年1月14日 | | | 通过深圳证券交易 ...

Core Viewpoint - Jiangsu Guoxin announced that its major shareholder, Su Xin Ju Li, increased its stake in the company, reflecting confidence in the company's future development [1] Group 1: Shareholder Activity - Su Xin Ju Li acquired 47 million shares through a block trade on the Shenzhen Stock Exchange, representing 1.2440% of the total share capital [1] - Following the acquisition, Su Xin Ju Li and its concerted parties hold a total of 331.16243 million shares, increasing their ownership percentage from 7.5213% to 8.7654% [1] - The increase in shareholding meets regulatory requirements and does not disrupt the company's equity distribution or affect the controlling shareholder and actual controller [1]

Group 1 - The first major 500 kV power grid project in Jiangsu province for the year, the Guodian Investment Binhai 2×1 million kW unit expansion project, has successfully commenced operation, marking a significant advancement in the province's coal power supporting grid construction [1] - The new power transmission line, which is 89.045 kilometers long, connects the Yancheng Binhai Power Plant to the Heqi 500 kV substation, providing essential support for the efficient transmission and consumption of renewable energy in the coastal region of Jiangsu [2] - The operation of this project is part of a broader initiative to enhance the province's energy structure and support the integration of new energy sources, with several other 500 kV transmission projects also being accelerated in construction [2] Group 2 - Jiangsu province has seen rapid development in new energy installations, with Yancheng becoming the first city in the Yangtze River Delta region to exceed 20 million kW of renewable energy grid capacity [2] - The successful operation of the Binhai power transmission project is expected to bolster the connection of four 1 million kW coal power units to the grid, enhancing the system's regulation capacity [2] - Ongoing projects, including the Huaneng Tongzhou Bay Power Plant and the Yancheng Gaorong 500 kV transmission and transformation project, are set to further optimize the consumption of renewable energy and overall power supply capacity in Jiangsu [2]

Core Viewpoint - Jiangsu Guoxin (002608) emphasizes the importance of market value management and acknowledges that its stock price is influenced by multiple factors [1] Group 1 - The company is actively taking various measures to enhance market recognition [1] - Jiangsu Guoxin is committed to balancing investor return demands with the actual development needs of the company when it comes to reasonable dividend distribution [1]

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） ...