炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月14日，江苏国信收跌0.53%，收盘价为7.49元，发生1笔大宗交易，合计成交量4700万股，成交金额 3.52亿元。 第1笔成交价格为7.49元，成交4,700.00万股，成交金额35,203.00万元，溢价率为0.00%，买方营业部为 华泰证券股份有限公司苏州竹园路证券营业部，卖方营业部为南京证券股份有限公司南京大钟亭证券营 业部。 进一步统计，近3个月内该股累计发生5笔大宗交易，合计成交金额为4.45亿元。该股近5个交易日累计 上涨0.27%，主力资金合计净流出3861.31万元。 责任编辑：小浪快报 ...

关于子公司江苏信托的财务信息的自愿性信息披露公告 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。 江苏国信股份有限公司（以下简称"公司"）的控股子公司江苏省 国际信托有限责任公司（以下简称"江苏信托"）因从事银行间同业拆 借业务的需要，将根据《同业拆借管理办法》（人民银行〔2007〕3 号令）、《全国银行间同业拆借市场业务操作细则》（中汇交发〔2016〕 347号）的相关规定和《中国外汇交易中心暨全国银行间同业拆借中 心本币市场信息披露管理办法》的要求，于近日在中国货币网披露江 苏信托截至2025年12月31日的资产负债表（未经审计）以及江苏信托 2025年度利润表（未经审计）。本公司现将江苏信托相关资料予以公 告（附后）。 特此公告。 江苏国信股份有限公司董事会 2026 年 1 月 15 日 证券代码：002608 证券简称：江苏国信 公告编号：2026-001 江苏国信股份有限公司 2025 年 12 月 31 日 编制单位：江苏省国际信托有限责任公司 货币单位：人民币元 | 资 | 产 | 期 末 数 | 年初数 | 负债及所有者权益 | 期末数 | ...

证券日报网讯1月12日，江苏国信（002608）在互动平台回答投资者提问时表示，公司所属江苏国信能 源销售有限公司从事售电业务。国信能销公司深耕江苏省内电力市场多年，积累了较为稳定优质的用户 资源，此外结合本公司的火电资源及控股股东旗下风光水电等多元资源优势，拥有较为稳固的市场基本 盘，使其在面临电力市场激烈竞争时可发挥独特优势，拥有更高抗风险能力和提升效益的手段。 ...

Core Viewpoint - The report highlights the growth of China's nuclear power generation, indicating a positive trend in the industry with significant year-on-year increases in output [1]. Group 1: Industry Overview - In November 2025, China's nuclear power generation reached 39.8 billion kilowatt-hours, representing a year-on-year growth of 4.7% [1]. - From January to November 2025, the cumulative nuclear power generation in China was 436.56 billion kilowatt-hours, showing an 8.1% increase compared to the previous year [1]. Group 2: Companies Involved - Listed companies in the nuclear power sector include China General Nuclear Power (003816), China National Nuclear Power (601985), Sheneng Co., Ltd. (600642), Zhejiang Energy Power (600023), Hubei Energy (000883), Huaneng International (600011), Datang Power (601991), Jiangsu Guoxin (002608), China Nuclear Technology (000777), and Funiu Co., Ltd. (600483) [1]. Group 3: Market Research - The report titled "2026-2032 China Nuclear Power Industry Market Development Scale and Investment Opportunity Analysis" by Zhiyan Consulting provides insights into the market trends and investment opportunities in the nuclear power sector [1].

Core Viewpoint - The transition of traditional coal power to a greener model is essential as wind and solar energy become the main sources of electricity supply. Jiangsu Guoxin Yangzhou Power Co., Ltd. has initiated a technical upgrade project to enhance the flexibility of coal power generation, enabling it to better support the integration of renewable energy sources [1][2]. Group 1: Technical Upgrade and Implementation - The company has implemented a deep peak-shaving technology upgrade, achieving a 15% deep peak-shaving capability, which allows older units to maintain stable low-load supply [1]. - The upgrade project has completed the installation of main pipelines, with ongoing work on valves, platforms, and various debugging processes [1]. - The flexibility enhancement of coal power units is crucial for ensuring the stability and safety of the power grid as renewable energy installations increase [1]. Group 2: Operational Improvements - Previously, the deep peak-shaving capability of the units was at 30%, which was insufficient for meeting user demand, prompting the need for technical upgrades [2]. - The upgraded system will maintain stable, environmentally friendly, and energy-efficient operations even under low-load conditions, with the introduction of a coordinated optimization control system [2]. - Future optimization efforts will focus on improving steam tier utilization, enhancing the safety, environmental performance, and economic efficiency of the units [2].

Core Insights - The Jiangsu Guoxin Dafeng 850,000 kW offshore wind power project has successfully connected all turbines to the grid, marking it as the largest single project in terms of capacity and number of turbines during the "14th Five-Year Plan" period in Jiangsu [2] Project Overview - The project is located in the sea area southeast of Yancheng Xinyang Port and northeast of Dafeng Port, covering a planned area of 136 square kilometers and consisting of four sites [2] - A total of 100 wind turbines, each with a capacity of 8.5 megawatts, have been installed, resulting in a total installed capacity of 850,000 kW, along with the construction of two offshore booster stations and one onshore switch station [2] Environmental Impact - Once operational, the project is expected to generate an annual electricity output of 2.88 billion kWh, saving 870,000 tons of standard coal and reducing carbon dioxide emissions by 2.39 million tons [2] - The project contributes to optimizing the regional energy structure, building a new power system, and supporting the "dual carbon" goals [2]

Group 1 - The core point of the article is the procurement announcement by Jiangsu Guoxin Jingjiang Power Co., Ltd. for two manual and two electric molten salt valves as part of a molten salt thermal energy storage demonstration project [1][5]. - The project is the world's first molten salt thermal energy storage demonstration project coupled with coal power, featuring two 660MW units with a designed storage capacity of 75MWh, which successfully commenced operation on December 15, 2022 [1][5]. - The procurement includes specific requirements for the valves, such as material specifications (stainless steel 304) and performance history in similar projects [2][4]. Group 2 - The procurement details include a deadline for bids set for December 31, 2025, and a validity period for the quotes until February 10, 2026 [5]. - The purchasing unit is Jiangsu Guoxin Jingjiang Power Co., Ltd., and the procurement is organized as a public inquiry [5]. - Suppliers are required to provide a tax-inclusive unit price based on the detailed list and must meet specific performance criteria to qualify [3][5].

Core Viewpoint - Jiangsu Guoxin experienced a decline of 2.96% in stock price on December 29, with a trading volume of 250 million yuan, indicating a potential market reaction to recent financial performance and trading activities [1] Financing Summary - On December 29, Jiangsu Guoxin had a financing buy amount of 40.785 million yuan and a financing repayment of 35.7531 million yuan, resulting in a net financing buy of 5.0319 million yuan [1] - The total financing and securities lending balance reached 370 million yuan, with the financing balance of 369 million yuan accounting for 1.30% of the circulating market value, which is above the 90th percentile of the past year [1] - The company repaid 700 shares in securities lending and sold 4,600 shares, with a selling amount of 34,600 yuan, while the securities lending balance was 1.0504 million yuan, below the 50th percentile of the past year [1] Business Performance - As of September 30, Jiangsu Guoxin reported a total of 33,700 shareholders, an increase of 19.12% from the previous period, while the average circulating shares per person decreased by 16.05% to 112,002 shares [2] - For the period from January to September 2025, the company achieved an operating income of 25.494 billion yuan, a year-on-year decrease of 6.84%, while the net profit attributable to shareholders increased by 10.52% to 3.228 billion yuan [2] Dividend Information - Since its A-share listing, Jiangsu Guoxin has distributed a total of 1.955 billion yuan in dividends, with 1.133 billion yuan distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included the Southern CSI 500 ETF, holding 10.9555 million shares, a decrease of 210,100 shares from the previous period, while Hong Kong Central Clearing Limited entered as a new shareholder with 8.9342 million shares [3]

Core Viewpoint - The lawsuit involving Jiangsu Guoxin Co., Ltd. and its subsidiary Jiangsu International Trust Co., Ltd. has reached a second-instance judgment, with the court upholding the original ruling that requires the borrower to repay the loan amount and associated interest and penalties [1][4]. Group 1: Lawsuit Background - In August 2024, Jiangsu Trust filed a lawsuit against Guangzhou Jiasui Real Estate Co., Ltd. and Huizhou Jiazhaoye Investment Co., Ltd. regarding a financial loan contract dispute [2]. - In February 2025, the Nanjing Intermediate People's Court ruled that Jiasui Real Estate must return the principal of 2.5 billion yuan and pay interest of 759 million yuan, overdue interest, and penalties [2]. Group 2: Recent Developments - Recently, Jiangsu Trust received a judgment from the Jiangsu Provincial High People's Court, which dismissed the appeal and upheld the original ruling [4]. - The lawsuit involves a trust loan established under a trust plan commissioned by specific institutional investors, with the risk borne by the trust property formed by the funds provided by the clients [5]. Group 3: Financial Impact - The outcome of this lawsuit is not expected to affect the company's current or future profits [1][5].

Core Viewpoint - Jiangsu Guoxin announced that its subsidiary, Jiangsu Trust, has faced a legal dispute involving a trust loan of 2.5 billion yuan with Jiasui Real Estate and Huizhou Jiazhaoye, which was upheld by the Jiangsu Provincial High Court in the second instance, maintaining the original ruling [2] Summary by Categories Legal Proceedings - The Jiangsu Provincial High Court rejected the appeal and upheld the original judgment regarding the 2.5 billion yuan trust loan dispute [2] Financial Impact - The company stated that the trust assets carry their own risk and that this legal matter is not expected to affect the current or future profits [2]