02月24日消息，截止13:05，针状焦板块强势，云煤能源、宝泰隆、易成新能等个股涨幅居前。 责任编辑：小浪快报 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 ...

上证报中国证券网讯（记者 王文嫣）截至2月24日10时54分，煤炭（申万）指数涨幅超过3%，陕西黑 猫、江钨装备涨停，云煤能源、宝泰隆、安泰集团等涨幅居前。 上证报中国证券网讯（记者 王文嫣）截至2月24日10时54分，煤炭（申万）指数涨幅超过3%，陕西黑 猫、江钨装备涨停，云煤能源、宝泰隆、安泰集团等涨幅居前。 消息面上，2月23日，生意社动力煤基准价为720.50元/吨，较本月初（707.50元/吨）上涨1.84%。华源 证券研报称，煤炭春节前去库存超预期，良性供给助节后煤价乐观。 消息面上，2月23日，生意社动力煤基准价为720.50元/吨，较本月初（707.50元/吨）上涨1.84%。华源 证券研报称，煤炭春节前去库存超预期，良性供给助节后煤价乐观。 ...

Core Viewpoint - The company, Baotailong, is currently operating normally with a stable financial situation and is actively addressing regulatory measures while enhancing its production capabilities [2] Group 1: Company Operations - Baotailong has confirmed that its production and operations are functioning normally, and its financial chain is stable [2] - The company is taking corrective actions in response to the administrative regulatory measures issued by the securities regulatory authority, with these measures being implemented in an orderly manner [2] Group 2: Production Capacity and Cost Management - Baotailong's projects are progressing as planned, with several mines, including Baotailong New Materials Co., Ltd. Mine One, Baotailong Mining Company Mine Five, and Baotailong Mining Company Baozhong Coal Mine, now officially in production [2] - The increase in self-supply of raw coal is expected to reduce raw material costs and enhance production capacity, positively impacting the company's sustainable development and operational performance [2]

Core Viewpoint - The company is making significant progress in the application of graphene materials for thermal management in consumer electronics and AR, and plans to enhance its R&D efforts in this area [2] Group 1: Company Developments - The company has actively promoted the application of graphene materials in thermal management, achieving substantial progress [2] - Future R&D efforts will focus on deepening the application of graphene materials, including electromagnetic shielding materials and functional composite materials [2] - The company is exploring the development and application of coal-based new carbon materials, leveraging its position as a comprehensive coal and coke enterprise in Northeast China [2]

Group 1 - The core point of the article is that Baotailong has reported an increase in the number of shareholders, reaching 83,064 as of September 30, 2025 [2]

Core Viewpoint - The company is actively advancing the application of graphene materials in thermal management for consumer electronics and AR, achieving substantial progress and planning to increase R&D efforts in this area [1] Group 1: Graphene Material Development - The company has made significant advancements in the thermal management applications of graphene materials [1] - Future plans include deepening the development of graphene thermal management applications and enhancing core competitiveness through horizontal projects in graphene electromagnetic shielding materials and functional composite materials [1] Group 2: Coal-based New Carbon Materials - As a coal and coke enterprise with a complete industrial chain in Northeast China, the company is also exploring the development and application of coal-based new carbon materials [1]

Core Viewpoint - The announcement details the shareholding and pledge situation of the controlling shareholder, Baotailong Group, and its implications for Baotailong New Materials Co., Ltd. Shareholding and Pledge Situation - As of the announcement date, Baotailong Group holds 455,893,493 shares, accounting for 23.80% of the total share capital of the company [2] - The cumulative number of pledged shares by Baotailong Group is 368,300,000 shares, representing 80.79% of its holdings [2] Pledge Details - The pledge involves 10 million unrestricted circulating shares as collateral for a maximum guarantee of 30 million yuan for business transactions with Xiamen Jianxiang Shangda Co., Ltd. and its affiliates, with a pledge period of 23 months [2] Impact on Company Operations - The pledged shares are not used for major asset restructuring or performance compensation guarantees [3] - There are no upcoming expirations of pledged shares within the next six months to one year [4] - The pledge will not significantly impact the company's main business, financing costs, or operational capabilities, nor will it change the actual control of the company [4] Financial Health of Controlling Shareholder - Baotailong Group has a registered capital of 90 million yuan and operates in construction materials, mining machinery parts, and coal production [6] - The group has no outstanding bonds or significant litigation related to debt issues, indicating no debt risk [6] Transactions with the Company - In the fiscal year 2025, there were no significant related party transactions or external investments involving the controlling shareholder [7] - The company borrowed a total of 115.8 million yuan from Baotailong Group and repaid 86.6 million yuan, with no harm to the company's interests [7] Risk Assessment of Pledge - The current pledge situation is a temporary phase, with the pledged shares slightly exceeding 80% due to the synchronization of bank loan pledges [8] - The company's stock price is above the pledge price and warning line, indicating no immediate risk of forced liquidation [8]

Core Viewpoint - The announcement details the pledge of shares by the controlling shareholder, Baotailong Group, which holds 23.80% of Baotailong New Materials Co., Ltd. The pledged shares amount to 368,300,000, representing 80.79% of the shares held by the group, and are intended to provide collateral for business transactions with Xiamen Jianxiang Shangda Co., Ltd. [2][4] Group 1 - The controlling shareholder, Baotailong Group, holds 455,893,493 shares, accounting for 23.80% of the total share capital of the company [2] - The total number of shares pledged by Baotailong Group, including this instance, is 368,300,000 shares, which is 80.79% of its holdings [2] - The pledged shares are used as collateral for a maximum guarantee of 30 million yuan for business transactions, with a pledge period of 23 months [2][4] Group 2 - There are no significant asset restructuring or performance compensation guarantees associated with the pledged shares [3] - Baotailong Group has no upcoming pledge expirations in the next six months to one year [4] - The pledge will not significantly impact the company's main business, financing costs, or operational capabilities, nor will it change the actual control of the company [4] Group 3 - Baotailong Group has no debt issues or major litigation related to debt, and the pledge is non-financing, aimed at supporting the company's operations [6][7] - In the fiscal year 2025, there were no significant related party transactions or external investments involving the controlling shareholder [7] - The company has borrowed a total of 115.8 million yuan from Baotailong Group, with 86.6 million yuan repaid, and these transactions do not harm the company's interests [7] Group 4 - The current pledge ratio exceeds 80% due to the company's existing bank loans not being synchronized with the pledge process, which is considered a temporary situation [8] - The company's stock price is above the pledge price and warning line, indicating no immediate risk of forced liquidation or default [8] - The company will monitor the situation closely and fulfill disclosure obligations as required [8]

Core Viewpoint - The company is focused on the iterative advancement of graphene core technology and aims to enhance its core competitiveness through increased R&D efforts and market expansion [1] Group 1: Company Strategy - The company is committed to the adaptation and validation of graphene materials in high-end fields [1] - The company plans to intensify its R&D efforts to promote the application of graphene materials in more specific areas [1] Group 2: Business Goals - The company aims to achieve commercialization and scaling of its graphene business through technological innovation and market development [1] - The company expresses its commitment to rewarding investors' trust and support through tangible actions and performance [1]

证券代码：601011 证券简称：宝泰隆 编号：临 2026-004 号 宝泰隆新材料股份有限公司 关于控股股东部分股份质押的公告 ● 股东持有公司股份累计质押数量（含本次）及占其持股数量 比例：截至本公告日，公司控股股东宝泰隆集团有限公司持有公司股 份累计质押数量（含本次）为 368,300,000 股，占其所持股份的 80.79% 一、本次股份质押情况 宝泰隆新材料股份有限公司（以下简称"公司"或"上市公司"）于 2026 年 2 月 10 日收到控股股东宝泰隆集团有限公司（以下简称"宝 泰隆集团"）通知，获悉其所持有公司的部分股份被质押，具体情况 如下： 1、本次股份质押基本情况 | | 是否为 | 本次质押 | 是否为限售 股（如是， | 是否补 | 质押起始 | 质押到期 | | 占其所 持股份 | 占公司 总股本 | 质押融 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名 称 | 控股股 | | | | | | 质权人 | | | 资资金 | | | 东 | 股数(股) | 注明限售类 | 充质 ...