（记者 张明双） 每经头条（nbdtoutiao）——打造百万元级尊界的江淮，迎来葛卫东、方文艳联手投资：两人各掏10亿 元，公司股价应声大涨！复盘历史：牛散参与定增有赚也有亏 每经AI快讯，坤泰股份2月12日晚间发布公告称，公司限售股份8325万股将于2026年2月24日解禁并上 市流通，占公司总股本比例为72.39%。 ...

关于首次公开发行限售股份上市流通的提示性公告 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。 特别提示： 证券简称：坤泰股份 证券代码：001260 公告编号：2026-003 山东坤泰新材料科技股份有限公司 1.本次解除限售股份数量为 83,250,000 股，占公司总股本的 72.39%。 2.本次限售股份可上市流通日为 2026 年 2 月 24 日。 一、公司发行股份概况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于核准山东 坤泰新材料科技股份有限公司首次公开发行股票的批复》（证监许可[2023]153 号）核准，山东坤泰新材料科技股份有限公司（以下简称"公司""坤泰股份"） 于 2023 年 2 月 16 日在深圳证券交易所挂牌上市。公司首次公开发行人民币普 通股（A 股）28,750,000 股，发行后公司总股本由 86,250,000 股变更为 115,000,000 股，尚未解除限售的股份数量 83,250,000 股（含本次解除限售股份数量）。 二、申请解除股份限售股东履行承诺情况 （一）本次申请解除限售的股东为张明、李峰、宁波梅 ...

国信证券股份有限公司 关于山东坤泰新材料科技股份有限公司 首次公开发行限售股上市流通的核查意见 国信证券股份有限公司（以下称"国信证券"）作为山东坤泰新材料科技股 份有限公司（以下简称"公司"、"坤泰股份"）首次公开发行股票并上市的保荐 机构，根据《证券发行上市保荐业务管理办法》、《深圳证券交易所股票上市规则》、 《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》、《深圳证券交 易所上市公司自律监管指引第 1 号——主板上市公司规范运作》等规定，对坤泰 股份首次公开发行限售股份持有人持有的限售股份将上市流通事项进行了核查， 核查情况如下： 一、公司发行股份概况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于核准山东坤泰 新材料科技股份有限公司首次公开发行股票的批复》（证监许可[2023]153 号）核 准，坤泰股份于 2023 年 2 月 16 日在深圳证券交易所挂牌上市。公司首次公开发 行人民币普通股（A 股）28,750,000 股，发行后公司总股本由 86,250,000 股变更 为 115,000,000 股，尚未解除限售的股份数量 86,250,000 股（含本次解除限售股 份 ...

根据微信公众号"股海冲浪者之东海岛主"于2026年2月11日的分析，坤泰股份商业模式以垂直整合和全 球化双轮驱动，海外产能如墨西哥工厂预计2026年中投产，可能带来新增营收；该分析指出，若产能释 放顺利，公司市值有翻倍潜力，但需关注原材料成本波动和客户集中度风险。 股票近期走势 经济观察网 根据微信公众号"股海冲浪者之东海岛主"于2026年2月11日的分析，坤泰股份（001260）商 业模式以垂直整合和全球化双轮驱动，海外产能如墨西哥工厂预计2026年中投产，可能带来新增营收； 该分析指出，若产能释放顺利，公司市值有翻倍潜力，但需关注原材料成本波动和客户集中度风险。 机构观点 近7天（2026年2月6日至12日），坤泰股份股价震荡，区间涨跌幅为0.89%，最新报22.58元；技术面显 示MACD指标偏弱，布林带压力位在25.89元附近，资金面主力净流出180万元。 ...

格隆汇1月30日丨坤泰股份(001260.SZ)近日接受特定对象调研时表示，公司墨西哥生产基地设备已经安 装调试完毕，处于前期的小批量试生产阶段，预计 2026 年中下旬将正式投产。摩洛哥生产基地目前正 在积极对接相关客户和准备相关的投资批复手续中，已获战略订单，预计在 2026 年下旬投产。 ...

1. Report Industry Investment Rating - No information provided 2. Core Viewpoints of the Report - The report focuses on the in - depth research of Kuntai Co., Ltd., including its basic situation, the composition of research institutions, and the company's business and development plans [17][18][24] 3. Summary by Related Catalogs 3.1 Research Basic Situation - The research object is Kuntai Co., Ltd. The reception time is January 29, 2026. The listed company's reception personnel are Deputy General Manager and Board Secretary Wang Xiangyu, and Liu Jing from the Secretary's Office [17] 3.2 Detailed Research Institutions - The research institutions include Jiuyi Private Equity (relevant person: Ao Yanjie), Yingshi Investment (relevant person: Li Kebing), and Shanghai Securities (relevant person: Ge Bowei) [18] 3.3 Research Institution Proportion - No information provided 3.4 Main Content Data 3.4.1 Company Introduction - Kuntai Co., Ltd. (stock code: 001260) is a company focusing on the R & D, production, and sales of automotive soft interior materials and products. It was listed on the Shenzhen Stock Exchange on February 16, 2023. Its core business covers the entire industrial chain of automotive soft interiors, with main products including automotive tufted carpets and automotive needle - punched carpets. The products are mainly used in the vehicle supporting market. The company has established stable cooperation with brands such as BMW, Audi, Mercedes - Benz, Volvo, Hongqi, NIO, Li Auto, and XPeng, and has set up subsidiaries in the United States, Singapore, Mexico, and Morocco to expand overseas markets [24] 3.4.2 Company Situation Exchange - **Difference between tufted carpets and needle - punched carpets**: Tufted carpets are mainly made of BCF fibers, widely used in mid - to high - end fuel vehicles and new energy vehicles, with a relatively higher unit price. Needle - punched carpets are mainly made of short fibers, widely used in mid - to low - end fuel vehicles and new energy vehicles [24] - **Product standardization**: The company's products are customized according to customer needs. It starts co - designing and developing with customers from the product source, providing product and process solutions according to the positioning, style, and performance requirements of the vehicle models [24] - **Intelligent level in the workshop**: The company integrates and uses a series of digital and intelligent systems such as MES, PLM, SAP, WMS, and visual operation systems in daily operations to achieve interconnection between various links. The application of automated production lines in the production process effectively reduces the dependence on labor and realizes lean personnel allocation [25] - **2026 plan for overseas production bases**: The equipment of the Mexican production base has been installed and debugged, and it is in the early small - batch trial production stage, expected to be officially put into production in the middle and late 2026. The Moroccan production base is actively connecting with relevant customers and preparing relevant investment approval procedures, has obtained strategic orders, and is expected to be put into production in the late 2026 [25]

Company Overview - Shandong Kuntai New Materials Technology Co., Ltd. specializes in the R&D, production, and sales of automotive soft interior materials and products, listed on February 16, 2023 [2] - The company covers the entire industry chain of automotive soft interiors, with main products including tufted carpets and needle-punched carpets, primarily serving the complete vehicle assembly market [2] - Kuntai has established stable partnerships with brands such as BMW, Audi, Mercedes-Benz, Volvo, Hongqi, NIO, Li Auto, and Xpeng, and has subsidiaries in the USA, Singapore, Mexico, and Morocco to expand overseas markets [2] Product Details - Tufted carpets are made from BCF fibers and are widely used in mid-to-high-end fuel vehicles and new energy vehicles, with a higher price point compared to needle-punched carpets [3] - Needle-punched carpets are made from short fibers and are commonly used in mid-to-low-end fuel vehicles and new energy vehicles [3] - Products are customized based on client needs, involving collaborative design from the outset to meet vehicle positioning, style, and performance requirements [3] Technological Integration - The company utilizes a range of digital systems including SAP, PLM, MES, and WMS to achieve interconnectivity across operations, effectively reducing reliance on manual labor through automated production lines [3] Overseas Production Plans - The Mexican production base has completed equipment installation and is in the initial phase of small-batch trial production, expected to officially commence in the second half of 2026 [3] - The Moroccan production base is actively engaging with relevant clients and preparing for investment approvals, having already secured strategic orders, with production anticipated to start in the second half of 2026 [3]

Core Viewpoint - Shandong Kuntai New Materials Technology Co., Ltd. has announced a change in its contact phone number to enhance investor communication and relationship management [1][2]. Group 1 - The company assures that the information disclosed is true, accurate, and complete, with no false records or misleading statements [1]. - The new contact phone number will be effective from the date of the announcement, while other contact details such as email and address remain unchanged [1]. - The company expresses appreciation for investors' understanding regarding any inconvenience caused by this change [1].

证券简称：坤泰股份 证券代码：001260 公告编号：2026-002 山东坤泰新材料科技股份有限公司 | 变更内容 | 变更前 | 变更后 | | --- | --- | --- | | 公司联系电话 | 0535-6362388 | 0535-2600300 | 除上述内容变更外，公司邮箱、联系地址等其他联系方式均保持不变。新的 联系电话自本公告发布之日起正式启用，请广大投资者留意，由此带来的不便， 敬请谅解。欢迎广大投资者通过上述渠道与公司沟通交流。 特此公告。 山东坤泰新材料科技股份有限公司 董事会 2026 年 1 月 27 日 关于变更联系电话的公告 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。 为保证投资者交流渠道通畅，进一步做好投资者关系管理工作，山东坤泰新 材料科技股份有限公司（以下简称"公司"）启用新的联系电话，原联系电话不 再使用。现将变更后的联系电话公告如下： ...

Group 1 - The core point of the news is that Kuntai Co., Ltd. experienced a decline of 5.03% in its stock price, reaching 23.78 yuan per share, with a trading volume of 107 million yuan and a turnover rate of 13.57%, resulting in a total market capitalization of 2.735 billion yuan [1] - Kuntai Co., Ltd. is located in Yantai, Shandong Province, and was established on December 16, 2009, with its listing date on February 16, 2023. The company specializes in the research, production, and sales of automotive interior materials and products [1] - The revenue composition of Kuntai Co., Ltd. includes: 34.22% from needle-punched carpets, 32.10% from tufted carpets, 24.42% from automotive floor mats, and 9.27% from other products [1] Group 2 - Among the top ten circulating shareholders of Kuntai Co., Ltd., a fund under Nuoan Fund holds a position. The Nuoan Multi-Strategy Mixed A Fund (320016) reduced its holdings by 162,200 shares in the third quarter, now holding 378,100 shares, which accounts for 1.19% of the circulating shares. The estimated floating loss today is approximately 476,400 yuan [2] - The Nuoan Multi-Strategy Mixed A Fund (320016) was established on August 9, 2011, with a latest scale of 2.12 billion yuan. Year-to-date returns are 11.09%, ranking 1728 out of 9003 in its category; the one-year return is 87.23%, ranking 341 out of 8185; and since inception, the return is 266.6% [2]