Group 1 - Jiangsu Guotai (002091.SZ) announced the approval of a proposal for a non-public issuance of exchangeable corporate bonds to enhance long-term development and meet funding needs [1] - The total amount of the exchangeable bonds to be issued will not exceed RMB 2.5 billion [1] - The bonds will be exchangeable for shares of Jiangsu Ruitai New Material Co., Ltd. (stock code: SZ301238) [1] Group 2 - The management conducted a thorough analysis of the financing environment, regulatory policies, and future operational plans before making the decision [1] - The issuance of the bonds is subject to approval at the shareholders' meeting [1]

Core Viewpoint - The stock price of Ruitai New Materials closed at 18.96 yuan on August 21, 2025, reflecting a decline of 1.76% from the previous trading day [1] Group 1: Company Overview - Ruitai New Materials is a subsidiary of Jiangsu Guotai and primarily engages in the research, production, and sales of lithium-ion battery materials and silane coupling agents [1] - The company plans to continuously monitor the main raw material market and adjust its procurement plans to mitigate the impact of price fluctuations [1] Group 2: Market Activity - On August 21, the trading volume was 99,033 hands, with a total transaction amount of 188 million yuan [1] - The net outflow of main funds on August 21 was 11.48 million yuan, with a cumulative net outflow of 53.84 million yuan over the past five days [1]

Group 1 - The core viewpoint of the article highlights Jiangsu Guotai's subsidiary, Ruitai New Materials, which focuses on the research, production, and sales of lithium-ion battery materials and silane coupling agents [2] - Ruitai New Materials actively monitors and analyzes the market for key raw materials, regularly developing procurement plans and adjusting purchasing scales during peak and trough periods to manage the impact of raw material price fluctuations [2] - The company encourages stakeholders to refer to the announcements disclosed by the company and its subsidiaries for more detailed information [2]

证券日报网讯瑞泰新材（301238）8月20日在互动平台回答投资者提问时表示，公司电解液产品一直以 动力电池类为主，储能和消费电池类为辅。在出货量之外，公司更专注在规模、效益和风险等方面做好 平衡。公司不断开拓全球客户，优化客户结构，加强降本增效，并持续研发创新；2025年一季度毛利率 同比有所改善。另外，股票价格在二级市场上受多重因素影响，政策环境、市场环境、投资者市场偏好 等因素都会对公司股票价格的走势造成一定的影响，请投资者注意投资风险。 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交星 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-08-18 | 301238 | 瑞泰新材 | 18.85 | 52.14 | 982.84 机构专用 | | 中信证券股份有限 | | | | | | | | | 公司张家港人民中 | | | | | | | | | 路证券营业部 | 8月18日，瑞泰新材大宗交易成交52.14万股，成交额982.84万元，占当日总成交额的4.51%，成交价18.85元，较市场收盘价 19.09元折价1.26%。 ...

证券代码：301238 证券简称：瑞泰新材 公告编号：2025-041 江苏瑞泰新能源材料股份有限公司 关于使用暂时闲置募集资金进行现金管理的进展公告 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。 江苏瑞泰新能源材料股份有限公司（以下简称"公司"或"瑞泰新材"）于 2024 年 8 月 22 日召开第二届董事会第九次会议及第二届监事会第六次会议，并于 2024 年 9 月 10 日召开 2024 年第二次临时股东大会，审议通过了《关于使用暂时闲置募集资金 进行现金管理的议案》，公司（含子公司）在确保不影响募集资金投资项目建设，并 有效控制风险的前提下，拟使用额度不超过人民币 220,000 万元（含本数）的暂时闲 置募集资金（含利息）进行现金管理，资金自股东大会审议通过之日起 12 个月内滚动 使用，期限内任一时点的交易金额（含前述投资的收益进行再投资的相关金额）不超 过审议额度，单个产品使用期限不超过 12 个月。该议案详细内容见 2024 年 8 月 24 日 公司指定信息披露网站巨潮资讯网 http://www.cninfo.com.cn 《瑞泰新材： ...

Core Viewpoint - The financing activities of Ruida New Materials indicate a moderate interest from investors, with a net buying amount of 1.77 million yuan on August 5, 2023, amidst fluctuating financing buy amounts over the past three trading days [1] Financing Summary - On August 5, Ruida New Materials had a financing buy amount of 0.17 billion yuan, ranking 1909th in the market [1] - The financing repayment amount on the same day was 0.15 billion yuan, resulting in a net buy of 1.77 million yuan [1] - Over the last three trading days (August 1-5), the financing buy amounts were 0.12 billion yuan, 0.10 billion yuan, and 0.17 billion yuan respectively [1] Securities Lending Summary - On August 5, the company had a securities lending sell amount of 2200 shares, with a net sell of 2200 shares [1]

证券代码：301238 证券简称：瑞泰新材 公告编号：2025-040 江苏瑞泰新能源材料股份有限公司 关于使用暂时闲置募集资金进行现金管理的进展公告 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。 江苏瑞泰新能源材料股份有限公司（以下简称"公司"或"瑞泰新材"）于 2024 年 8 月 22 日召开第二届董事会第九次会议及第二届监事会第六次会议，并于 2024 年 9 月 10 日召开 2024 年第二次临时股东大会，审议通过了《关于使用暂时闲置募集资金 进行现金管理的议案》，公司（含子公司）在确保不影响募集资金投资项目建设，并 有效控制风险的前提下，拟使用额度不超过人民币 220,000 万元（含本数）的暂时闲 置募集资金（含利息）进行现金管理，资金自股东大会审议通过之日起 12 个月内滚动 使用，期限内任一时点的交易金额（含前述投资的收益进行再投资的相关金额）不超 过审议额度，单个产品使用期限不超过 12 个月。该议案详细内容见 2024 年 8 月 24 日 公司指定信息披露网站巨潮资讯网 http://www.cninfo.com.cn 《瑞泰新材： ...

Group 1 - The latest stock price of Ruitai New Materials is 18.41 yuan, reflecting an increase of 0.60% compared to the previous trading day [1] - The trading volume on that day was 56,929 hands, with a transaction amount of 104 million yuan, and the price fluctuation was 2.51% [1] - Ruitai New Materials specializes in the research, production, and sales of lithium-ion battery materials, primarily used in new energy vehicle power batteries and energy storage batteries [1] Group 2 - The company is involved in cutting-edge technology fields such as solid-state batteries and sodium-ion batteries [1] - On August 4, the net outflow of main funds was 21.59 million yuan, with a cumulative net outflow of 78.94 million yuan over the past five trading days [1] - The current total market value of the company is 13.501 billion yuan, with a price-to-earnings ratio of 128.45 times [1]

Core Insights - The core viewpoint of the article highlights the significant growth in China's lithium battery electrolyte shipments, projected to reach 920,000 tons in the first half of 2025, representing a 57% year-on-year increase driven primarily by the rising demand for power and energy storage batteries [2]. Group 1: Market Overview - In the first half of 2025, the top 10 companies in China's lithium battery electrolyte shipments include Tianqi Materials, BYD (self-supply), Xinzhoubang, Zhuhai Sawei, Kunlun New Materials, Shida Shenghua, Yongtai Technology, Sinochem Blue Sky, Ruitai New Materials, and Weihai Caijin [2][3]. Group 2: Industry Trends - The growth in shipments is attributed to the increasing output of both power batteries and energy storage batteries, indicating a robust demand in the lithium battery sector [2].