证券日报网讯 2月24日，坤泰股份在互动平台回答投资者提问时表示，截至2026年2月13日，公司股东 总人数为10071户。 （文章来源：证券日报） ...

格隆汇2月24日｜Wind数据显示，周二（2月24日），共有25家公司限售股解禁，合计解禁量为24.78亿 股，按最新收盘价计算，合计解禁市值为412.78亿元。从解禁量来看，TCL科技、华电国际、*ST松发 解禁量居前，解禁股数分别为10.35亿股、7.05亿股、1.09亿股。从解禁市值来看，*ST松发、TCL科 技、龙迅股份解禁市值居前，解禁市值分别为109.19亿元、47.22亿元、45.27亿元。从解禁股数占总股 本比例来看，扬州金泉、坤泰股份、龙迅股份解禁比例居前，解禁比例分别为73.45%、72.39%、 44.2%。 ...

| 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 泸州老窖 | 000568 | 股权激励限售流通 | 204.25万 | | 中航西飞 | 000768 | 股权激励限售流通 | 436.06万 | | 湖北能源 | 000883 | 股权激励限售流通 | 1927.79万 | | 金陵药业 | 000919 | 股权激励限售流通 | 192万 | | 广济药业 | 000952 | 股权激励限售流通 | 252.09万 | | 中国软件 | 600536 | 股权激励限售流通 | 5.72万 | | 新华医疗 | 600587 | 股权激励限售流通 | 178.45万 | | 宝信软件 | 600845 | 股权激励限售流通 | 1025.78万 | | 中国中铁 | 601390 | 股权激励限售流通 | 5593.38万 | | 中国交建 | 601800 | 股权激励限售流通 | 559.3万 | | 星网锐捷 | 002396 | 股权激励限售流通 | 283.42万 | | 罗普斯金 | 002333 | 增发A股法人配售上市 ...

（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 ...

Core Viewpoint - Kuntai Co., Ltd. (001260) operates with a business model driven by vertical integration and globalization, with the overseas production capacity, such as the factory in Mexico, expected to commence operations in mid-2026, potentially leading to increased revenue [1][2] Group 1: Business Model and Growth Potential - The company's business model focuses on vertical integration and globalization as dual drivers for growth [1][2] - The anticipated production capacity from the Mexico factory could significantly enhance revenue streams [1][2] - If the capacity release proceeds smoothly, the company's market value has the potential to double [1][2] Group 2: Risks and Market Performance - There are concerns regarding fluctuations in raw material costs and customer concentration risks that need to be monitored [1][2] - In the recent week (February 6 to 12, 2026), Kuntai's stock price has shown volatility, with a range fluctuation of 0.89%, closing at 22.58 yuan [3] - Technical indicators suggest a weak MACD, with the Bollinger Bands indicating a resistance level around 25.89 yuan, and a net outflow of 1.8 million yuan from main funds [3]

Core Viewpoint - The company is progressing with its production bases in Mexico and Morocco, with plans for official production to begin in 2026 [1] Group 1: Mexico Production Base - The equipment at the Mexico production base has been installed and is currently in the initial small-batch trial production phase [1] - Official production at the Mexico facility is expected to commence in the second half of 2026 [1] Group 2: Morocco Production Base - The Morocco production base is actively engaging with relevant customers and preparing investment approval procedures [1] - The company has secured strategic orders for the Morocco facility, which is anticipated to start production in the second half of 2026 [1]

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]