Core Viewpoint - The Jiangsu Zhangjiagang Municipal Government plans to transfer 100% equity of Jiangsu Guotai International Trade Co., Ltd. to Zhangjiagang State-owned Assets Management Center, which is a wholly-owned company funded by the Zhangjiagang Municipal Government [1] Group 1 - The transfer of equity will not change the controlling shareholders or indirect controlling shareholders of the company, which remain Jiangsu Guotai International Group Co., Ltd. and Jiangsu Guotai International Trade Co., Ltd. [1] - The shareholding situation of these entities in the company will remain unchanged after the transfer [1] - The actual controller of the company will change to Zhangjiagang State-owned Assets Management Center following the equity transfer [1]

Core Viewpoint - The Jiangsu Zhangjiagang Municipal Government plans to transfer 100% equity of Jiangsu Guotai International Trade Co., Ltd. to Zhangjiagang Industrial Development Group Co., Ltd. without compensation, which is a wholly state-owned company funded by the Zhangjiagang Municipal State-owned Assets Management Center [1] Group 1 - The transfer will not change the controlling and indirect controlling shareholders of the company, which remain Jiangsu Guotai International Group Co., Ltd. and Jiangsu Guotai International Trade Co., Ltd. [1] - The shareholding situation of these entities in the company will remain unchanged [1] - The actual controller of the company will change to the Zhangjiagang Municipal State-owned Assets Management Center [1]

Core Viewpoint - The article discusses the transfer of 100% equity of Jiangsu Guotai International Trade Co., Ltd. from the Jiangsu Zhangjiagang Municipal Government to the Zhangjiagang State-owned Assets Management Center, which is a wholly-owned company funded by the municipal government [1] Group 1 - The transfer is a non-compensatory action, indicating a strategic move by the local government to consolidate state-owned assets [1] - After the transfer, the controlling and indirect controlling shareholders of the company remain unchanged, which are Jiangsu Guotai International Group Co., Ltd. and the International Trade [1] - The actual controller of the company will change to the Zhangjiagang State-owned Assets Management Center [1]

证券代码：301238 证券简称：瑞泰新材 公告编号：2025-058 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、实际控制人筹划无偿划转暨实际控 制人变更的提示性公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记 载、误导性陈述或者重大遗漏。 重要内容提示： 1、本次无偿划转系江苏省张家港市人民政府拟将持有的江苏国泰国际贸易 有限公司（以下简称"国际贸易"）100%股权无偿划转至张家港市国有资产管理 中心（江苏省张家港市人民政府直属单位）出资的国有独资公司张家港市产业发 展集团有限公司（以下简称"产发集团"）。本次划转后，公司控股股东、间接控 股股东均保持不变，仍为江苏国泰国际集团股份有限公司（以下简称"江苏国泰"） 以及国际贸易，其对公司的持股情况保持不变；公司实际控制人变更为张家港市 国有资产管理中心。 2、本次无偿划转符合《上市公司收购管理办法》第六十三条规定，可免于 发出要约收购。 3、本次无偿划转事项尚待划转双方签署正式协议并完成交割。 一、本次国有股权无偿划转的基本情况 江苏瑞泰新能源材料股份有限公司（以下简称"公司"）于 2025 年 9 月 23 日收到公司间 ...

Core Viewpoint - The company, Ruida New Materials (301238), emphasizes its capabilities in producing energy storage battery electrolytes that meet the demands for long life and high safety while maintaining cost-effectiveness [1] Group 1: Company Insights - The company produces energy storage battery electrolytes suitable for various applications including power system storage, user storage, communication storage, and commercial and industrial storage [1]

Core Viewpoint - The company, 瑞泰新材 (Ruitai New Materials), specializes in lithium-ion battery materials, including electrolytes and additives, and has potential applications in humanoid robots [1] Product Overview - The main products of the company include lithium-ion battery electrolytes, lithium-ion battery electrolyte additives, supercapacitor products, optical materials, and silane coupling agents [1] - Both lithium-ion battery electrolytes and their additives are categorized under lithium-ion battery materials [1] Client Applications - Some clients of the company have explicitly stated that their battery products can be applied in humanoid robots [1]

Group 1 - The company has a subsidiary, Jiangsu Tairui Lanteng Material Technology Co., Ltd., which has obtained a patent for lithium sulfide materials and their preparation methods and applications [2] - The company is responding to investor inquiries regarding the research and development of lithium sulfide and the potential for technology licensing [2]

Company Overview - Jiangsu Ruitai New Material Co., Ltd. is located at No. 15, People's Road, Zhangjiagang City, Jiangsu Province, and was established on April 21, 2017. The company went public on June 17, 2022. Its main business involves the research, production, and sales of battery materials and organic silicon chemical new materials. The revenue composition is 99.48% from electronic chemicals and 0.52% from other supplementary products [1]. Stock Performance - On September 16, Ruitai New Material's stock fell by 5.08%, trading at 21.31 CNY per share, with a transaction volume of 423 million CNY and a turnover rate of 2.65%. The total market capitalization is 15.627 billion CNY [1]. Fund Holdings - According to data, one fund under AVIC Fund has a significant holding in Ruitai New Material. The AVIC New Start Flexible Allocation Mixed A Fund (005537) increased its holdings by 313,700 shares in the second quarter, bringing the total to 847,800 shares, which accounts for 3.55% of the fund's net value, ranking it as the ninth largest holding. The estimated floating loss today is approximately 966,500 CNY [2]. Fund Performance - The AVIC New Start Flexible Allocation Mixed A Fund (005537) was established on April 23, 2018, with a latest scale of 19.9238 million CNY. Year-to-date, it has achieved a return of 88.04%, ranking 101 out of 8,174 in its category. Over the past year, the return is 107.92%, ranking 368 out of 7,982. Since inception, the fund has incurred a loss of 8.93% [2]. Fund Management - The fund manager of AVIC New Start Flexible Allocation Mixed A Fund is Han Hao, who has been in the position for 7 years and 279 days. The total asset size of the fund is 1.788 billion CNY. During his tenure, the best fund return was 212.76%, while the worst return was -12.9% [3].

中信证券股份有限公司 关于江苏瑞泰新能源材料股份有限公司 2025年半年度跟踪报告 | 保荐人名称：中信证券股份有限公司 | 被保荐公司简称：瑞泰新材 | | --- | --- | | 保荐代表人姓名：康昊昱 | 联系电话：010-60834621 | | 保荐代表人姓名：庞雪梅 | 联系电话：010-60833116 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 无 | | 2．督导公司建立健全并有效执行规章制度的情况 | | | （1）是否督导公司建立健全规章制度（包括但不 限于防止关联方占用公司资源的制度、募集资金 | | | | 是 | | 管理制度、内控制度、内部审计制度、关联交易 | | | 制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 6次 | | （2）公司募集资金项目进展是否与信息披露文件 | 是 | | 一致 | | | 4. ...

关于注销部分募集资金专项账户的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、募集资金基本情况 经中国证券监督管理委员会《关于同意江苏瑞泰新能源材料股份有限公司首 次公开发行股票注册的批复》（证监许可〔2022〕541 号）核准，并经深圳证券 交易所同意，江苏瑞泰新能源材料股份有限公司（以下简称"公司"）首次公开 发行人民币普通股（A 股）股票 183,333,300 股，每股面值为人民币 1.00 元， 发行价格为人民币 19.18 元/股，募集资金总额为人民币 3,516,332,694.00 元， 扣除发行费用人民币 128,263,660.67 元（不含税）后，实际募集资金净额为人 民币 3,388,069,033.33 元。上述募集资金已经划付至公司指定账户，立信会计 师事务所（特殊普通合伙）已于 2022 年 6 月 14 日对上述资金到位情况进行了 审验，并出具了《江苏瑞泰新能源材料股份有限公司验资报告》（信会师报字 〔2022〕第 ZA15006 号）。 二、募集资金管理情况 证券代码：301238 证券简称：瑞泰新材 公告编号：20 ...