证券代码：301238 证券简称：瑞泰新材 公告编号：2025-059 江苏瑞泰新能源材料股份有限公司 关于公司间接控股股东、实际控制人无偿划转暨实际控制人 变更的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 重要内容提示： 一、国际贸易 100%股权划转进展情况 公司于 2025 年 9 月 23 日收到公司间接控股股东、实际控制人国际贸易发来 的通知，张家港市人民政府拟将其所持有的国际贸易 100%股权无偿划转至产发 集团。具体详见公司于 2025 年 9 月 24 日披露的《江苏瑞泰新能源材料股份有限 1 2025 年 10 月 29 日，张家港市产业发展集团有限公司（以下简称"产发 集团"）与张家港市人民政府签署了《关于江苏国泰国际贸易有限公司 之国有股权无偿划转协议》（以下简称"《无偿划转协议》"），张家港市 人民政府拟将其所持有的江苏国泰国际贸易有限公司（以下简称"国际 贸易"）100%股权无偿划转至产发集团（以下简称"国际贸易 100%股 权划转"）。 本次无偿划转事项系经政府及国有资产管理部门批准的国有股权无偿 划转，符合《上市公司 ...

江苏瑞泰新能源材料股份有限公司 股票上市地点：深圳证券交易所 股票简称：瑞泰新材 股票代码：301238.SZ 收购人：张家港市产业发展集团有限公司 注册地址：张家港市杨舍镇国泰时代广场 2 幢 1101 室 通讯地址：张家港市杨舍镇国泰时代广场 2 幢 1101 室 签署日期：二〇二五年十月 江苏瑞泰新能源材料股份有限公司 收购报告书摘要 收购报告书摘要 上市公司名称：江苏瑞泰新能源材料股份有限公司 收购人声明 本声明所述的词语或简称与收购报告书摘要"释义"部分所定义的词语或简 称具有相同的涵义。 一、本报告书摘要系收购人根据《公司法》《证券法》《收购管理办法》《格 式准则第 16 号》及相关的法律、法规和部门规章的有关规定编写。 二、依据《公司法》《证券法》《收购管理办法》《格式准则第 16 号》的 规定，本报告书摘要已全面披露收购人在瑞泰新材拥有权益的股份。 截至本报告书摘要签署日，除本报告书摘要披露的持股信息外，收购人没有 通过任何其他方式在瑞泰新材拥有权益。 三、收购人签署本报告书摘要已获得相关决策机构审议通过，已获得必要的 授权和批准，其履行亦不违反收购人章程或内部规则中的任何条款，或与之相冲 突 ...

Core Viewpoint - The Jiangsu state-owned enterprise reform sector experienced a rise of 0.55% on October 29, with Huatai Securities leading the gains. The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1]. Group 1: Stock Performance - Huatai Securities (601688) closed at 22.96, with a gain of 3.52% and a trading volume of 1.6541 million shares, amounting to a transaction value of 3.756 billion [1]. - Dongwu Securities (601555) closed at 66.6, up 3.20%, with a trading volume of 1.2451 million shares and a transaction value of 1.233 billion [1]. - Jiangnan Water (661109) closed at 5.86, gaining 3.17%, with a trading volume of 251,700 shares and a transaction value of 147 million [1]. - Ruida New Materials (301238) closed at 21.53, up 3.06%, with a trading volume of 138,300 shares and a transaction value of 294 million [1]. - Jiangsu Guotai (002091) closed at 8.62, gaining 1.65%, with a trading volume of 184,600 shares and a transaction value of 158 million [1]. Group 2: Capital Flow - The Jiangsu state-owned enterprise reform sector saw a net outflow of 130,300 yuan from institutional investors, while retail investors experienced a net inflow of 1.01 billion yuan [2]. - Huatai Securities had a net inflow of 31.9 million yuan from institutional investors, but a net outflow of 34.4 million yuan from retail investors [3]. - Dongwu Securities experienced a net outflow of 84.18 million yuan from institutional investors and a net outflow of 2.52556 million yuan from retail investors [3].

Core Viewpoint - The trend of A-share listed companies purchasing bank wealth management products is declining, with a total subscription amount of 839.976 billion yuan, down 14.32% year-on-year, as companies shift focus towards core business operations and stock market investments [1][2]. Group 1: Wealth Management Product Subscription Trends - As of October 22, 2023, 1,112 A-share listed companies subscribed to 13,300 wealth management products, with a total subscription amount of 839.976 billion yuan, reflecting a year-on-year decline of 14.32% [1]. - Among the purchased bank wealth management products, structured deposits are the preferred choice, with a subscription amount of 508.203 billion yuan, accounting for 60.5% of the total, although this represents an 18.93% year-on-year decline [1]. - The subscription amount for bank wealth management products reached 87.026 billion yuan, making up 10.36% of the total, with a year-on-year decrease of 2.96% [1]. Group 2: Reasons for Decline in Bank Wealth Management Purchases - The decline in the scale of bank wealth management product purchases is attributed to three main factors: companies responding to regulatory calls to allocate funds towards core operations, cash dividends, and share buybacks; a general decrease in the yield of wealth management products due to falling market interest rates; and a favorable stock market encouraging direct stock investments [2]. - In the first half of the year, 788 listed companies engaged in securities investments, holding a total of 2,921 securities with an investment amount of 1.4 trillion yuan, significantly exceeding the amount invested in wealth management products [2]. Group 3: Rise in Securities Firm Wealth Management Product Purchases - Despite the overall decline in wealth management product purchases, the scale of securities firm wealth management product subscriptions has increased, with 244 listed companies purchasing a total of 56.159 billion yuan, marking an 8.1% year-on-year growth [2][3]. - Among the companies purchasing securities firm wealth management products, 115 companies subscribed for amounts exceeding 100 million yuan, with Jiangsu Guotai leading at 6.091 billion yuan [3]. Group 4: Factors Driving the Shift to Securities Firm Products - The increase in securities firm wealth management product subscriptions is driven by a relatively small base, allowing for noticeable growth with minimal fund shifts from bank products [3]. - Companies are attracted to securities firm products due to their professional investment capabilities, especially in a favorable stock market environment, which enhances the perceived potential for higher returns compared to bank products [3][4]. - The safety of securities firm wealth management products is comparable to that of bank products, as they are regulated by the China Securities Regulatory Commission, reducing concerns about potential losses [4].

Group 1 - The company has confirmed that its subsidiary's lithium-ion battery electrolyte project in Poland has been operational since 2022, with an annual production capacity of 40,000 tons [2]

Group 1 - The company,瑞泰新材, is collaborating with multiple domestic and international solid-state lithium-ion battery enterprises [1] - The solid-state battery technology, product line, and commercial route are still in need of development [1] - Investors are advised to be cautious regarding investment risks associated with this sector [1]

Group 1 - The company,瑞泰新材, has established collaborations with multiple domestic and international solid-state lithium-ion battery enterprises [1] - The solid-state battery technology, product line, and commercial pathway are still in need of development [1] - Investors are advised to be cautious regarding investment risks associated with this sector [1]

Core Viewpoint - The company,瑞泰新材, has confirmed its lithium-ion battery electrolyte additive production capacity exceeds 2000 tons, primarily focusing on lithium salt additives, and is currently meeting market demand for LITFSI [1] Group 1: Company Production and Capacity - The company's lithium-ion battery electrolyte additives mainly consist of lithium salt additives, including LiDFP, LiTFSI, LiDFOB, and LiTFS [1] - The existing production capacity of the company exceeds 2000 tons [1] - The current production capacity for LITFSI is sufficient to meet market demand [1] Group 2: Industry Development - Solid-state batteries require further development in technology, product lines, and commercial routes [1]

Core Viewpoint - The company, 瑞泰新材, confirmed that its 20,000-ton LiTFSI production line in Zhangjiagang, Jiangsu, is set to commence operations in the third quarter of 2025, which will meet the demand for 40 GWh of solid-state batteries [2] Company Summary - 瑞泰新材's lithium-ion battery electrolyte additives primarily consist of lithium salt additives, including LiDFP, LiTFSI, LiDFOB, and LiTFS, with a total existing capacity exceeding 2,000 tons [2] - The current LiTFSI production capacity is sufficient to meet market demand [2] Industry Summary - The solid-state battery technology, product, and commercial routes are still under development, indicating potential growth and investment opportunities in the sector [2]

Market Overview - The Shanghai Composite Index closed at 3869.25 points, with a change of 0.10% [1] - The total trading volume of A-shares reached 1,280.495 billion yuan [1] Technical Analysis - A total of 175 A-shares experienced a death cross between the 5-day and 10-day moving averages [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Yuanjie Technology: 5-day MA down by 2.50% from the 10-day MA [1] - Shanshan Shares: 5-day MA down by 2.32% from the 10-day MA [1] - Zijian Electronics: 5-day MA down by 2.09% from the 10-day MA [1] Individual Stock Performance - Yuanjie Technology (688498): Increased by 3.59% with a trading turnover of 2.90% [1] - Shanshan Shares (600884): Increased by 0.22% with a trading turnover of 3.13% [1] - Zijian Electronics (301121): Decreased by 0.60% with a trading turnover of 3.19% [1] - Other notable stocks include: - WuXi AppTec (603259): Increased by 2.21% [1] - Fabon (300925): Increased by 1.67% [1] Summary of Stocks with Death Cross - Stocks with a death cross and their respective metrics include: - Yuanjie Technology: 5-day MA at 374.57 yuan, 10-day MA at 384.17 yuan [1] - Shanshan Shares: 5-day MA at 14.17 yuan, 10-day MA at 14.51 yuan [1] - Zijian Electronics: 5-day MA at 48.72 yuan, 10-day MA at 49.76 yuan [1] - The latest prices of these stocks are below their 10-day moving averages, indicating potential bearish trends [1]