山东坤泰新材料科技股份有限公司 投资者关系活动记录表 证券代码：001260 证券简称：坤泰股份 编号：2025-07 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 活动参与人员 | 上海紫杰投资 投资总监：余泽平 | | | 佳许盈海私募 策略研究员：李昱澄 | | 时间 | 年 月 日 2025 12 5 9:30-11:00 | | 地点 | 公司会议室 | | 上市公司接待人 | 副总经理、董事会秘书：王翔宇 | | 员姓名 | 董秘办：刘静 | | | 一、公司情况介绍 | | | 坤泰股份（股票代码：001260）是一家专注于汽车软内饰材 | | | 料及产品研发、生产和销售的企业，于 年 月 日在深圳 2023 2 16 | | | 证券交易所挂牌上市。公司核心业务涵盖汽车软内饰的全产业 | | | 链，主营业务为汽车软内饰材料及产品的研发、生产和销售，主 | | | 要产品包括汽车簇绒地毯、汽车针刺地 ...

Core Insights - Small-cap stocks exhibit higher volatility and activity compared to large-cap stocks, making them more likely to become market leaders [1][2] - As of December 4, there are 947 stocks with a circulating market value below 3 billion yuan, and 383 of these have a circulating market value below 2 billion yuan [1][2] - In terms of total market value, there are 1,677 stocks with a total market value below 5 billion yuan, with 550 stocks having a total market value below 3 billion yuan [1][2] Market Data - The three stocks with the smallest circulating market values are: - Kuntai Co., Ltd. at 644 million yuan - Kangliyuan at 676 million yuan - Yangzhou Jinqian at 691 million yuan [1][2] - The three stocks with the smallest total market values are: - *ST Changyao (rights protection) at 785 million yuan - *ST Suwu (rights protection) at 881 million yuan - *ST Aowei (rights protection) at 954 million yuan [1][2] Stock Listings Under 2 Billion Yuan - A selection of stocks with circulating market values below 2 billion yuan includes: - Kuntai Co., Ltd. (6.44 billion yuan, PE ratio 46.83, Automotive) - Kangliyuan (6.76 billion yuan, PE ratio 34.99, Light Industry Manufacturing) - Yangzhou Jinqian (6.91 billion yuan, PE ratio 24.13, Textile and Apparel) [1][2] - Other notable stocks include: - *ST Changyao (7.85 billion yuan, PE ratio not available, Pharmaceutical) - *ST Suwu (8.81 billion yuan, PE ratio not available, Pharmaceutical) [1][2]

Core Viewpoint - Small-cap stocks exhibit higher volatility and activity compared to large-cap stocks, making them more likely to become market leaders [1] Group 1: Market Overview - As of December 2, there are 911 stocks with a circulating market value below 3 billion yuan, and 359 stocks with a circulating market value below 2 billion yuan [1] - A total of 1,638 stocks have a total market value below 5 billion yuan, with 516 stocks having a total market value below 3 billion yuan [1] Group 2: Smallest Stocks by Circulating Market Value - The three stocks with the smallest circulating market values are: - *ST Yuan Cheng: 189 million yuan - Kuntai Co., Ltd.: 662 million yuan - Kangliyuan: 688 million yuan [1] Group 3: Smallest Stocks by Total Market Value - The three stocks with the smallest total market values are: - *ST Yuan Cheng: 189 million yuan - *ST Changyao: 750 million yuan - *ST Suwu: 881 million yuan [1] Group 4: Selected Stocks with Low Market Values - A selection of stocks with circulating market values below 2 billion yuan includes: - *ST Yuan Cheng: 189 million yuan, PE ratio: N/A, Industry: Construction Decoration - Kuntai Co., Ltd.: 662 million yuan, PE ratio: 48.15, Industry: Automotive - Kangliyuan: 688 million yuan, PE ratio: 35.62, Industry: Light Industry Manufacturing - Other notable stocks include: - *ST Changyao: 750 million yuan, PE ratio: N/A, Industry: Pharmaceutical Biology - *ST Suwu: 881 million yuan, PE ratio: N/A, Industry: Pharmaceutical Biology [1][2]

Core Viewpoint - The conference on aerospace equipment intelligent manufacturing innovation was held in Yantai, Shandong, where a cooperation agreement was signed among multiple parties, including Kuntai Co., Ltd. and the Shanghai Aerospace Precision Machinery Research Institute, to enhance collaboration in key technological areas [1] Group 1: Company Developments - Kuntai Co., Ltd. will collaborate with the Shanghai Aerospace Precision Machinery Research Institute and other domestic research units to gain access to cutting-edge intelligent manufacturing technologies and standards in the aerospace sector [1] - The cooperation agreement focuses on joint research and development of core technologies, localization of research outcomes, and joint training of high-end talents [1] Group 2: Industry Implications - The partnership aims to strengthen the capabilities of the aerospace manufacturing industry in China by fostering innovation and enhancing local talent development [1] - The collaboration is expected to contribute to the advancement of intelligent manufacturing practices within the aerospace sector, aligning with national goals for technological self-sufficiency [1]

Group 1 - Small-cap stocks exhibit higher volatility and activity compared to large-cap stocks, making them more likely to become market leaders [1] - As of December 1, there are 912 stocks with a circulating market value below 3 billion yuan, and 354 stocks with a circulating market value below 2 billion yuan [1] - A total of 1,633 stocks have a total market value below 5 billion yuan, with 512 stocks having a total market value below 3 billion yuan [1] Group 2 - The three stocks with the smallest circulating market values are *ST Yuan Cheng at 0.189 billion yuan, Kuntai Co. at 0.651 billion yuan, and Kangliyuan at 0.698 billion yuan [1] - The three stocks with the smallest total market values are *ST Yuan Cheng at 0.189 billion yuan, *ST Changyao at 0.781 billion yuan, and *ST Suwu at 0.881 billion yuan [1] - A detailed list of stocks with circulating market values below 2 billion yuan includes various sectors such as construction decoration, automotive, light manufacturing, and more [1][2]

证券日报网讯12月1日，坤泰股份（001260）在互动平台回答投资者提问时表示，截至2025年11月28 日，公司股东总人数为9，693户；机构户数为2，084户。 ...

Core Insights - The 2025 Aerospace Equipment Intelligent Manufacturing Innovation Development Conference was held in Yantai, focusing on the theme "Intelligent Manufacturing Leading the Future of Aerospace" with over 350 experts and representatives from various sectors attending [1][2] - The conference aims to enhance cooperation in the aerospace and high-end equipment manufacturing industries through collaboration agreements signed between the Yantai Intelligent Manufacturing Technology and Equipment Innovation Center and several key organizations [1][3] Group 1: Conference Overview - The conference was co-hosted by the Yantai Fushan District People's Government and Nanjing University of Aeronautics and Astronautics, featuring keynote speeches and discussions led by prominent figures including Chinese Academy of Engineering Academician Ma Yushan [1][2] - A series of over 20 high-quality thematic seminars were scheduled to address core topics such as precision manufacturing processes and intelligent equipment development [2] Group 2: Regional Development and Industry Focus - Yantai is recognized as a significant birthplace of modern Chinese industry and is the first northern city to exceed a GDP of 1 trillion yuan, aiming to become a central city in the Bohai Rim region by 2035 [3] - Fushan District has established itself as a vital growth area in Yantai's industrial landscape, focusing on automotive components and high-end equipment manufacturing, with industrial tax revenue exceeding 70% [3] Group 3: Future Directions - Fushan District plans to leverage the conference to deepen strategic collaborations with universities, research institutions, and leading enterprises, optimizing the industrial policy environment and enhancing service support throughout the product lifecycle [4] - The goal is to create an aerospace intelligent manufacturing ecosystem characterized by intelligence, sustainability, and integration, contributing to the nation's technological and manufacturing strength [4]

Core Insights - Small-cap stocks exhibit higher volatility and activity compared to large-cap stocks, making them more likely to become market leaders [1] Market Overview - As of November 28, there are 919 stocks with a circulating market value below 3 billion yuan, and 356 stocks with a circulating market value below 2 billion yuan [1] - A total of 1,641 stocks have a total market value below 5 billion yuan, with 514 stocks below 3 billion yuan [1] Smallest Market Capitalization Stocks - The three stocks with the smallest circulating market values are: - *ST Yuan Cheng: 189 million yuan - Kuntai Co., Ltd.: 651 million yuan - Kangliyuan: 698 million yuan [1] - The three stocks with the smallest total market values are: - *ST Yuan Cheng: 189 million yuan - *ST Changyao: 813 million yuan - *ST Suwu: 881 million yuan [1] Selected Stocks with Low Market Capitalization - A list of stocks with circulating market values below 2 billion yuan includes: - *ST Yuan Cheng: 189 million yuan, PE ratio: N/A, Industry: Construction Decoration - Kuntai Co., Ltd.: 651 million yuan, PE ratio: 47.32, Industry: Automotive - Kangliyuan: 698 million yuan, PE ratio: 36.15, Industry: Light Industry Manufacturing - Other notable stocks include: - Yangzhou Jinqiao: 719 million yuan, PE ratio: 25.10, Industry: Textile and Apparel - Keres: 735 million yuan, PE ratio: 179.75, Industry: Communication [1][2]

Core Insights - Small-cap stocks exhibit higher volatility and activity compared to large-cap stocks, making them more likely to become market leaders [1] Market Overview - As of November 27, there are 947 stocks with a circulating market value below 3 billion yuan, and 361 stocks with a circulating market value below 2 billion yuan [1] - A total of 1,673 stocks have a total market value below 5 billion yuan, with 535 stocks having a total market value below 3 billion yuan [1] Smallest Stocks by Circulating Market Value - The three stocks with the smallest circulating market values are: - *ST元成: 189 million yuan - 坤泰股份: 635 million yuan - 康力源: 691 million yuan [1] Smallest Stocks by Total Market Value - The three stocks with the smallest total market values are: - *ST元成: 189 million yuan - *ST长药: 802 million yuan - *ST苏吴: 881 million yuan [1] Selected Stocks Overview - A table lists various stocks with their circulating market values, total market values, price-to-earnings ratios, and industry classifications, highlighting the diversity in sectors such as automotive, light manufacturing, and healthcare [1][2]

Core Insights - Small-cap stocks exhibit higher volatility and activity compared to large-cap stocks, making them more likely to become market leaders [1] Market Overview - As of November 26, there are 956 stocks with a circulating market value below 3 billion yuan, and 373 stocks with a circulating market value below 2 billion yuan [1] - A total of 1,687 stocks have a total market value below 5 billion yuan, with 550 stocks below 3 billion yuan [1] Smallest Stocks by Circulating Market Value - The three stocks with the smallest circulating market values are: - *ST元成: 189 million yuan - 坤泰股份: 635 million yuan - 康力源: 681 million yuan [1] Smallest Stocks by Total Market Value - The three stocks with the smallest total market values are: - *ST元成: 189 million yuan - *ST长药: 872 million yuan - *ST苏吴: 881 million yuan [1] Selected Stocks with Low Market Values - A list of stocks with circulating market values below 2 billion yuan includes: - *ST元成: 1.89 billion yuan, PE ratio: N/A, Industry: Construction Decoration - 坤泰股份: 635 million yuan, PE ratio: 46.19, Industry: Automotive - 康力源: 681 million yuan, PE ratio: 35.26, Industry: Light Industry Manufacturing - 扬州金泉: 706 million yuan, PE ratio: 24.66, Industry: Textile and Apparel - 科瑞思: 707 million yuan, PE ratio: 172.76, Industry: Communication [1][2]