证券之星消息，8月18日焦炭板块较上一交易日上涨0.16%，安泰集团领涨。当日上证指数报收于 3728.03，上涨0.85%。深证成指报收于11835.57，上涨1.73%。焦炭板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600408 | 安泰集团 | 2.23 | 1.36% | 26.16万 | 5827.92万 | | 600725 | 云维股份 | 3.33 | 0.91% | 21.09万 | 7038.47万 | | 000723 | 美锦能源 | 4.62 | 0.65% | 69.48万 | 3.22亿 | | 601011 | 宝泰隆 | 2.74 | 0.00% | 32.14万 | 8828.29万 | | 601015 | 陕西黑猫 | 3.57 | 0.00% | 24.20万 | 8705.73万 | | 600792 | 云煤能源 | 3.74 | -0.27% | 19.24万 | 7201.06万 | | 600740 | 山西焦化 | ...

Market Overview - The coke sector increased by 0.73% on August 6, with Shanxi Coking Coal leading the gains [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Individual Stock Performance - Shanxi Coking Coal (600740) closed at 4.09, up 1.49% with a trading volume of 391,000 shares and a turnover of 160 million yuan [1] - Shaanxi Black Cat (601015) closed at 3.77, up 1.07% with a trading volume of 372,100 shares and a turnover of 140 million yuan [1] - Yunwei Co. (600725) closed at 3.31, up 0.91% with a trading volume of 145,500 shares and a turnover of 47.89 million yuan [1] - Antai Group (600408) closed at 2.35, up 0.86% with a trading volume of 534,000 shares and a turnover of 125 million yuan [1] - Yunmei Energy (600792) closed at 3.89, up 0.78% with a trading volume of 256,600 shares and a turnover of 99.71 million yuan [1] - Meijin Energy (000723) closed at 4.64, up 0.43% with a trading volume of 458,900 shares and a turnover of 212 million yuan [1] - Yutailong (601011) closed at 2.78, down 0.36% with a trading volume of 303,600 shares and a turnover of 84.48 million yuan [1] Fund Flow Analysis - The coke sector saw a net inflow of 48.49 million yuan from main funds, while retail funds experienced a net outflow of 36.71 million yuan [1] - Main fund inflows for Shanxi Coking Coal amounted to 26.12 million yuan, while retail funds had a net outflow of 13.35 million yuan [2] - Meijin Energy had a main fund inflow of 16.78 million yuan, with retail funds seeing a net outflow of 1.55 million yuan [2] - Shaanxi Black Cat recorded a main fund inflow of 12.27 million yuan, with retail funds experiencing a net outflow of 12.54 million yuan [2] - Yunmei Energy had a main fund inflow of 3.04 million yuan, while retail funds saw a net outflow of 6.06 million yuan [2]

Group 1 - The coal sector is experiencing a significant upward trend, with New Dazhou A (000571) hitting the daily limit increase [1] - Lu'an Environmental Energy (601699) has risen over 3%, indicating strong market performance [1] - Other companies such as Shaanxi Black Cat (601015), Pingmei Shenma (601666), and Baotailong (601011) are also seeing gains, reflecting a broader positive movement in the coal industry [1]

[Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company expects to achieve a net profit attributable to shareholders of 81.6 million to 112.2 million yuan for H1 2025, turning around from a prior-year loss, while non-recurring net profit remains a loss - The performance forecast covers the period from January 1, 2025, to June 30, 2025[2](index=2&type=chunk) 2025 H1 Performance Forecast vs. Prior Year | Indicator | 2025 H1 Estimated | Prior Period (2024 H1) | | :--- | :--- | :--- | | **Net Profit Attributable to Parent Company Shareholders** | Profit 81.6 million to 112.2 million yuan | Loss 191.58 million yuan | | **Net Profit Attributable to Parent Company Shareholders Excluding Non-recurring Gains and Losses** | Loss 57.5 million to 76.6 million yuan | Loss 190.94 million yuan | - The performance forecast data for this period is unaudited by a certified public accountant[3](index=3&type=chunk) [Prior Period Operating Performance and Financial Position](index=2&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E7%BB%8F%E8%90%A5%E4%B8%9A%E7%BB%A9%E5%92%8C%E8%B4%A2%E5%8A%A1%E7%8A%B6%E5%86%B5) In H1 2024, the company reported a net loss attributable to parent company shareholders of 191.58 million yuan and a non-recurring net loss of 190.94 million yuan 2024 H1 Financial Data | Indicator | 2024 H1 Financial Data | | :--- | :--- | | Net Profit Attributable to Parent Company Shareholders | -191.58 million yuan | | Net Profit Attributable to Parent Company Shareholders Excluding Non-recurring Gains and Losses | -190.94 million yuan | | Earnings Per Share | -0.1 yuan | [Primary Reasons for Current Period's Expected Profit](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E7%9B%88%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) The turnaround to profitability is primarily due to a one-time asset disposal, specifically the transfer of 55% equity in subsidiary Jixi Baotailong Investment Co., Ltd., recognizing investment income - The primary reason for the expected profit is the transfer of **55% equity** in the controlling subsidiary 'Jixi Baotailong Investment Co., Ltd.' during the reporting period, and the recognition of corresponding investment income[5](index=5&type=chunk) [Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company states this performance forecast is based on preliminary, unaudited data, and while no significant uncertainties are identified, final results may differ - This performance forecast is a preliminary calculation by the company's finance department and has not been audited by a certified public accountant[6](index=6&type=chunk) - The company states that no significant uncertainties have been identified that could affect the accuracy of this performance forecast[6](index=6&type=chunk) [Other Explanatory Notes](index=2&type=section&id=%E4%BA%94%E3%80%81%E5%85%B6%E4%BB%96%E8%AF%B4%E6%98%8E%E4%BA%8B%E9%A1%B9) The company reiterates that this forecast data is preliminary, with final accurate financial data subject to the officially disclosed 2025 semi-annual report, advising investor caution - The final accurate financial data will be subject to the company's officially disclosed 2025 semi-annual report, and investors are advised to be aware of investment risks[7](index=7&type=chunk)

Group 1 - The company approved the use of temporarily idle raised funds amounting to 30 million RMB for temporary working capital, ensuring that the funding needs for project construction and the planned use of raised funds are met [1] - The independent directors and the sponsor institution provided their consent and verification opinions regarding the use of the temporarily idle funds [1] - As of the announcement date, the company has fully repaid the temporarily used raised funds of 10 million RMB back to the designated account [2]

宝泰隆新材料股份有限公司 关于提前归还临时补充流动资金的募集资金公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担法律责任。 证券代码：601011 证券简称：宝泰隆 编号：临 2025-036 号 公司第六届董事会第十七次会议和第六届监事会第九次会议审议通 过的用暂时闲置募集资金人民币 3,000 万元临时补充流动资金已全部 归还完毕。 特此公告。 宝泰隆新材料股份有限公司董事会 二 O 二五年七月十一日 宝泰隆新材料股份有限公司（以下简称"公司"）于 2024 年 8 月 8 日召开了第六届董事会第十七次会议、第六届监事会第九次会议， 审议通过了《公司用暂时闲置募集资金人民币 3,000 万元临时补充流 动资金》的议案，同意公司在确保募集资金项目建设的资金需求以及 募集资金使用计划正常进行的前提下，使用暂时闲置募集资金人民币 3,000 万元临时补充公司流动资金，使用期限为自公司董事会审议通 过之日起 12 个月内，独立董事对该事项发表同意意见，保荐机构对 该事项发表了核查意见，具体内容详见公司披露的临 2024-054 号公 ...

China Audit Asia Pacific Certified Public Accountants LLP 中审亚太会计师事务所（特殊普通合伙） 关于宝泰隆新材料股份有限公司 2024 年年度报告的信息披露 监管问询函的回复 中国·北京 BEIJING CHINA 关于宝泰隆新材料股份有限公司 2024 年年度报告的信息披露监管问询函的回复 中审亚太审字【2025】009138 号 上海证券交易所： 2025年6月16日，上海证券交易所（以下简称"贵所"）出具了 《关于宝泰隆新材料股份有限公司2024年年度报告的信息披露监管 问询函》（上证公函【2025】0857号）（以下简称"问询函"），中审 亚太会计师事务所（特殊普通合伙）（以下简称"我们"）作为宝泰 隆新材料股份有限公司（以下简称"宝泰隆公司"或"公司"） 2022-2024年度财务报表的审计机构，对问询函中问题二、问题三（1） 涉及与财务报表项目相关的问题，我们阅读了公司对相关问题的回复， 并就相关问题履行了核查程序，现将核查情况说明如下： 问题二： 关于供应商和预付款项。近三年，公司前五名供应商采 购额占年度采购总额的比例分别为 32.95 ...

股票代码：601011 股票简称：宝泰隆 编号：临 2024-035 号 宝泰隆新材料股份有限公司 对上海证券交易所《关于宝泰隆新材料股份有限 公司 2024 年年度报告的信息披露监管问询函》 的回复公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性 承担法律责任。 宝泰隆新材料股份有限公司（以下简称"公司"）于 2025 年 6 月 16 日收到上海证券交易所《关于宝泰隆新材料股份有限公司 2024 年 年度报告的信息披露监管问询函》（上证公函[2025]0857 号）（以下简 称"《问询函》"），公司高度重视，组织相关部门、担任公司 2024 年 年度审计工作的中审亚太会计师事务所（特殊普通合伙）（以下简称 "中审亚太"或"年审会计师"）项目负责人对相关事项进行了落实，公 司和中审亚太分别就相关问题出具了回复，现就《问询函》所关注问 题回复如下： 一、关于偿债压力和流动性风险。根据年报披露信息， 2022 年 至 2024 年，公司资产负债率分别为 37.46% 、 45.97% 、 47.66% ，流动 比率分别为 0.58 、 0 ...

Core Viewpoint - Baotailong New Materials Co., Ltd. announced the complete transfer of its 55% stake in its subsidiary Jixi Baotailong Investment Co., Ltd. to Heilongjiang Huiyu Energy Development Group Co., Ltd. for a total transaction value of 300 million yuan, which includes both equity and debt transfer [2][3]. Group 1: Transaction Details - The total transaction price for the equity transfer is 153,704,509.70 yuan, and the debt transfer price is 146,295,490.30 yuan, summing up to 300 million yuan [2]. - The net asset value of Jixi Investment Company is reported at 39.58 million yuan, with an assessed value of 276.30 million yuan, resulting in a substantial appreciation of 236.72 million yuan and a growth rate of 597.96% [2][4]. Group 2: Company Performance - Jixi Investment Company has reported zero revenue for the years 2023, 2024, and the first four months of 2025, with net losses of -3.95 million yuan, -13.80 million yuan, and -949,300 yuan respectively [4][5]. - Baotailong's financial performance has been declining, with revenues of 3.773 billion yuan, 3.727 billion yuan, and 1.291 billion yuan for the years 2022 to 2024, and corresponding net profits of 152 million yuan, -1.536 billion yuan, and -464 million yuan [5][6]. Group 3: Industry Context - The company has faced challenges due to the maintenance of coking equipment, leading to a significant drop in coking coal production and related revenues [6][7]. - Coking coal prices have been on a downward trend, with average prices dropping from 2,225 yuan per ton in 2023 to 1,457 yuan per ton in 2025, indicating a challenging market environment for the industry [7][8].

Group 1 - The company, Baotailong, plans to transfer 55% equity of its subsidiary, Jixi Baotailong Investment Co., Ltd., to Heilongjiang Huiju Energy Development Group for approximately 154 million yuan, along with a debt transfer of about 146 million yuan, totaling 300 million yuan [1] - The subsidiary has been operating at a loss, with reported revenues of 0 yuan and net losses of 13.8 million yuan in 2024 and 704,600 yuan in Q1 of this year [1][2] - The sale aims to recover investments, optimize resource allocation, and reduce operational costs, thereby enhancing liquidity for the company [1] Group 2 - Baotailong's main business includes coal mining, processing, and production of various chemical products, with significant revenue fluctuations due to industry cycles [2] - The company reported revenues of 3.727 billion yuan in 2023 and 1.291 billion yuan in 2024, reflecting declines of 1.23% and 65.36% respectively, with total losses of 2 billion yuan over the two years [2] - In Q1 of this year, the company achieved revenues of 127 million yuan, a decrease of 75.71%, attributed to maintenance shutdowns of coking equipment [2][3] Group 3 - As of the end of Q1, Baotailong had cash reserves of 104 million yuan against interest-bearing liabilities of 1.876 billion yuan, indicating significant debt pressure [3] - The sale of the subsidiary is expected to alleviate some of the financial and operational pressures faced by the company [3]