格隆汇8月5日丨坤泰股份(001260.SZ)在互动平台表示，公司暂未涉及PEEK材料的研发生产和销售。 ...

证券简称：坤泰股份 证券代码：001260 公告编号：2025-032 山东坤泰新材料科技股份有限公司 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。 山东坤泰新材料科技股份有限公司（以下简称"公司"）于2025年1月23日 召开第二届董事会第十四次会议和第二届监事会第十四次会议，审议通过了《关 于使用部分闲置募集资金进行现金管理的议案》，同意公司在确保不影响募集资 金投资项目建设的情况下，使用额度不超过人民币5,000万元的闲置募集资金进 行现金管理，包括但不限于结构性存款、大额存单、收益凭证等保本型产品，上 述额度自董事会审议通过之日起12个月内有效，在上述额度和期限范围内资金可 循环滚动使用。具体内容详见公司于2025年1月24日在《证券时报》《证券日报》 《上海证券报》《中国证券报》和巨潮资讯网（www.cninfo.com.cn）上披露的《关 于使用部分闲置募集资金进行现金管理的公告》（公告编号：2025-001）。 近日，公司全资子公司烟台鑫泰汽车配件有限公司使用700万元闲置募集资 金购买了结构性存款，现将具体情况公告如下： 一、理财基本情况 析 ...

证券简称：坤泰股份 证券代码：001260 公告编号：2025-032 一、理财基本情况 | 序 | 受托方 | 产品名称 | 产品类 | 购买金 | 起息日 | 到期日 | 预期年化 | | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | | | 型 | 额（万 | | | 收益率 | | | | | | 元） | | | | | 1 | 中信银行烟 | 共赢智信汇率挂钩 | 保本浮动 | 700 | 2025年8 | 2025年8 | 1.00%或 | | | 台福山支行 | 人民币结构性存款 | 收益、封闭 | | 月1日 | 月29日 | 1.60%或 | | | | A10115期 | 式 | | | | 2.00% | 1、本次使用部分闲置募集资金进行现金管理的基本情况 山东坤泰新材料科技股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 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。 山东坤泰新材料科技股份有限公司（以下简称"公司"）于2025年1月23日 召开第二届董事会第十 ...

Core Viewpoint - The company, Shandong Kuntai New Materials Technology Co., Ltd., plans to invest up to 100 million RMB to establish a subsidiary in Morocco and build a production base, marking its second overseas production layout after Mexico, aimed at expanding into the European market [1][2]. Group 1: Strategic Expansion - The establishment of the Moroccan production base is intended to cultivate new growth points for the automotive carpet business and enhance the company's global collaborative supply strategy [1]. - Morocco's strategic location near Europe, along with its free trade agreement with the EU, provides favorable conditions for automotive parts manufacturing, significantly reducing shipping costs and risks associated with supply chain disruptions [1][2]. Group 2: Market Potential - The global automotive carpet market is estimated to be between 16.6 billion USD and 18.9 billion USD, with North America accounting for approximately 4.1 billion USD and Europe for about 2.4 billion USD [2]. - The planned production bases in Mexico and Morocco will target a combined market potential of 6.5 billion USD, facilitating a new pattern of coordinated development and resource optimization across major automotive markets [2]. Group 3: Financial Implications - The company's overseas sales gross margin stands at 35.05%, significantly higher than the domestic sales gross margin of 25.55%, indicating potential for improved profitability with the new production base [3]. - The establishment of localized supply chains in Europe and North America is expected to enhance delivery efficiency and provide diverse market opportunities, further strengthening the company's competitive position [3].

Core Viewpoint - Kuntai Co., Ltd. is advancing its globalization strategy by establishing a subsidiary in Morocco with an investment of up to 100 million yuan, aiming to enhance its automotive carpet business and meet the growing demand in the European market [1][2] Group 1: Investment and Expansion - Kuntai Co., Ltd. plans to set up a production base in Morocco through its wholly-owned subsidiary, focusing on manufacturing and selling carpets, mats, and automotive interiors [1] - The investment aims to create a new growth point for the automotive carpet business and implement a global collaborative supply strategy [1] - The establishment of the Moroccan base is intended to build a production and development platform for the European market, enhancing local service networks [1] Group 2: Business Performance and Market Trends - Kuntai Co., Ltd. has seen rapid growth in its needled carpet business, driven by supportive policies and the fast development of the new energy vehicle market [2] - The company has established stable partnerships with several well-known automotive brands, actively expanding its overseas market presence [2] - The automotive industry's long-term transition towards electrification and intelligence, along with global supply chain restructuring, has led Kuntai Co., Ltd. to strengthen its global layout and technological innovation [2]

Core Points - The company held its 16th meeting of the second board of directors on July 31, 2025, where it approved the establishment of a subsidiary and an investment proposal [1][2][12] - The company plans to set up a subsidiary in Morocco with a total investment not exceeding 100 million RMB, aimed at establishing a production base for automotive carpets [16][20] - The company has also decided to recognize an asset impairment provision of 5.706 million RMB, which accounts for 11.82% of the net profit attributable to shareholders from the previous fiscal year [7][12] Group 1: Investment and Subsidiary Establishment - The company will invest in establishing a subsidiary named "坤泰新材料摩洛哥有限公司" through its wholly-owned subsidiary "坤泰宏景有限公司" [16][18] - The investment aims to create a production base for automotive carpets targeting the European market, enhancing the company's global collaborative strategy [20] - The investment is subject to government approvals and does not constitute a related party transaction or a major asset restructuring [17][19] Group 2: Asset Impairment Provision - The company has conducted a comprehensive assessment of its assets and decided to recognize an impairment provision of 5.706 million RMB for the first half of 2025 [6][7] - This impairment provision reflects the company's cautious approach to accurately represent its financial status and asset values [12] - The provision will reduce the net profit attributable to shareholders by the same amount, impacting the company's equity [7][12]

（文章来源：证券日报） 证券日报网讯 7月31日晚间，坤泰股份发布公告称，公司第二届董事会第十六次会议审议通过了《关于 计提资产减值准备的议案》等。 ...

Group 1 - The company has estimated a provision for asset impairment amounting to 5.706 million yuan for the first half of 2025, which represents 11.82% of the net profit attributable to shareholders from the previous fiscal year [1][4] - The provision for asset impairment will reduce the net profit attributable to shareholders for the first half of 2025 by 5.706 million yuan, which will also decrease the equity attributable to shareholders by the same amount [1][4] - The company's revenue composition for the year 2024 is entirely from automotive interior parts, accounting for 100% of its revenue [2]

2024年1至12月份，坤泰股份的营业收入构成为：汽车内饰件占比100.0%。 坤泰股份（SZ 001260，收盘价：19.68元）7月31日晚间发布公告称，公司第二届第十六次董事会会议 于2025年7月31日在公司会议室以现场结合通讯的方式召开。会议审议了《关于公司拟设立孙公司并对 外投资的议案》等文件。 （文章来源：每日经济新闻） ...

Core Viewpoint - Company plans to invest up to 100 million RMB in establishing a subsidiary and production base in Morocco to support its automotive carpet business and expand into the European market [1] Investment Details - The investment will be made through KunTai Hongjing Limited, a wholly-owned subsidiary of the company [1] - The actual investment amount will be subject to approval by relevant government authorities [1] - The project will be implemented in phases based on market demand and business progress [1] Strategic Objectives - The establishment of the production base in Morocco aims to create a production and development platform for automotive carpets targeting the European market [1] - The initiative is part of the company's global collaborative supply strategy to foster new growth points in the automotive carpet business [1] - The project will also focus on building a localized service network in Europe to better serve customers in the region and meet the company's strategic development needs for market expansion [1]