| 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600740 山西焦化 | | 1618.21万 | 16.07% | -355.34万 | -3.53% | -1262.87万 | -12.54% | | 600408 | 安泰集团 | 912.38万 | 7.09% | 94.29万 | 0.73% | -1006.67万 | -7.82% | | 601015 陕西黑猫 | | 483.31万 | 4.54% | -201.67万 | -1.90% | -281.64万 | -2.65% | | 601011 | 宝泰隆 | 247.70万 | 2.97% | 2.45万 | 0.03% | -250.15万 | -3.00% | | 600725 | 云维股份 | -31.89万 | -0.83% | -39.45万 | -1.03% | 71.33万 | 1.87% | | 600792 | 云煤能源 ...

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601015 陕西黑猫 | | > 441.17万 | 4.83% | -734.12万 | -8.03% | 292.95万 | 3.20% | | 600792 云煤能源 | | 16.02万 | 0.27% | -211.97万 | -3.56% | 195.95万 | 3.29% | | 600725 云维股份 | | -288.81万 | -6.50% | -94.37万 | -2.12% | - 383.18万 | 8.63% | | 601011 | 宝泰隆 | -289.20万 | -4.92% | 125.72万 | 2.14% | 163.48万 | 2.78% | | 000723 美锦能源 | | -474.54万 | -3.22% | 7.13万 | 0.05% | 467.40万 | 3.17% | | 600408 安泰集团 | | -5 ...

从资金流向上来看，当日焦炭板块主力资金净流入583.65万元，游资资金净流出1350.26万元，散户资金 净流入766.62万元。焦炭板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，8月1日焦炭板块较上一交易日上涨0.28%，云维股份领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。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) | | --- | --- | --- | --- | --- | --- | | 600725 | 云维股份 | 3.22 | 0.94% | 14.10万 | - 4546.20万 | | 600792 | 云煤能源 | 3.81 | 0.79% | 16.42万 | 6267.47万 | | 600740 | 山西焦化 | 3.93 | 0.77% | 16.72万 | 6571.45万 | | 601015 | 陕西黑猫 | 3.63 | 0.55% ...

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)

宝泰隆（601011）公告，预计2025年半年度实现归属于母公司所有者的净利润为8160万元至1.12亿元， 与上年同期相比，将出现扭亏为盈。预计2025年半年度实现归属于母公司所有者的扣除非经常性损益的 净利润为-7660万元至-5750万元。 ...

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 ...

Core Viewpoint - The inquiry letter from the Shanghai Stock Exchange regarding Baotailong New Materials Co., Ltd. focuses on the company's financial disclosures, particularly concerning supplier relationships and prepayments, highlighting significant changes in supplier dynamics and the implications for liquidity risk [1][2]. Supplier and Prepayment Analysis - Over the past three years, the top five suppliers accounted for 32.95%, 32.89%, and 40.87% of the total annual procurement, indicating a notable fluctuation in supplier relationships [1]. - The prepayment balances for the company were reported as 0.25 billion, 0.49 billion, and 0.40 billion for the respective years, with a significant portion attributed to Huayu Company, which has a 45% stake in a subsidiary of Baotailong [1][2]. - Huayu Company has been a consistent top supplier from 2021 to 2023, with procurement amounts of 1.85 billion, 1.67 billion, and 1.64 billion, respectively [2]. Transaction and Fund Flow Disclosure - The company is required to disclose detailed information about its top suppliers, including their names, establishment dates, main businesses, actual controllers, procurement content, and any related party transactions [2][3]. - The inquiry also seeks clarification on the rationale for Huayu Company being both a customer and supplier, and whether the prepayments align with the procurement scale and liquidity risk [2][7]. Long-term Asset Expenditure - The company reported a net cash outflow of 4.01 billion from investment activities, with 3.99 billion allocated to the acquisition of long-term assets, which exceeds the net cash flow from operating activities of 3.13 billion [8][10]. - The company is expected to provide details on significant long-term asset expenditures, including transaction parties, amounts, payment methods, and project progress to ensure compliance and transparency [8][9]. Audit and Compliance - The annual audit firm has conducted procedures to verify the authenticity and legality of accounts payable and to ensure there are no duplicate payments or improper fund flows to related parties [8]. - The audit findings indicate that the company's disclosures regarding fund flows and supplier relationships are consistent with the information obtained during the audit process [8].

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 ...