从市场实践来看，标准为海外采购商、检验检测机构提供了清晰统一的技术依据，显著提升了交易透明 度，可有效减少因标准理解差异引发的贸易纠纷，更为鸡西市乃至全国石墨产业高质量发展注入新动 力，增强企业在国际市场的竞争力和品牌影响力。 作为质量领域权威标准的延伸，国家标准外文版是支撑国际科技合作、贸易往来与产能对接的重要载 体，更是传递中国质量理念、输出中国技术规范的重要桥梁。此次发布的两项外文版标准，由全国非金 属矿产品及制品标准化技术委员会（SAC/TC 406）归口管理，鸡西市石墨产品质检中心参与标准审定 工作。该中心凭借扎实的技术积累和丰富的产业实践，确保了标准外文版的科学性、准确性和适用性， 实现了中国石墨标准与国际市场的精准对接。 据介绍，两项标准外文版的正式实施，将持续释放标准化赋能效应，为全球石墨产业发展注入新动能。 从产业赋能来看，标准直接服务于"一带一路"共建国家的产业合作与设施联通，能够帮助海外客户与合 作伙伴精准把握中国石墨产品的质量要求、技术参数和检验方法，有效降低跨境贸易中的技术壁垒与沟 通成本，进一步畅通国际贸易渠道、促进中外技术交流，助推全球石墨产业提质升级。 转自：中国质量报 本报讯 ...

美国对中国石墨产品祭出超过160%的双反关税，这件事本身并不复杂，但背后透出的信号却非常拧巴。 一边是特朗普公开说中美关系"非常好"，还高调预告四月要访华；另一边是美商务部冷冰冰地把税率定在160%以上，直接掐住锂电池产业链的咽喉。 所谓"不公平补贴"到底补在哪？怎么测算的？数据是否经得起WTO规则检验？统统语焉不详。 实际上，中国石墨产业的优势来自完整的上下游配套、规模化生产和技术迭代，不是靠什么神秘补贴堆出来的。 这种言行割裂不是偶然，而是当前美国对华政策最真实的写照——嘴上谈合作，手上搞施压。 石墨这东西，听起来不起眼，却是新能源车和储能电池的核心材料。 负极做不出来，电池就废了。 中国在全球石墨供应链里占着绝对主导地位，天然石墨六成靠中国，人造石墨更是接近七成。 美国自己既没矿也没加工能力，短期内根本找不到替代来源。 可偏偏就在这种高度依赖的情况下，美方硬是把综合税率推到160%以上。 贝特瑞、凯金新能源这些被点名的企业要交93.5%的反倾销税，其他出口商更惨，一律102.72%，再加上统一征收的66.8%左右的反补贴税，算下来几乎等于 封杀。 美方给出的理由老掉牙：一是说中国企业拿政府补贴，二是说卖 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中国石墨集团有限公司 呈交日期: 2026年2月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02237 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | HKD | | 0.001 | HKD | | 2,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 2,000,000,000 | HKD | | 0.001 | HKD | | 2,000,000 | 本月底法定/註冊股本 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中国石墨集团有限公司 呈交日期: 2026年1月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02237 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | HKD | | 0.001 | HKD | | 2,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 2,000,000,000 | HKD | | 0.001 | HKD | | 2,000,000 | | 1. 股份分類 ...

Group 1 - The core viewpoint of the article highlights the competitive landscape and market dynamics of the graphite anode materials industry in China, emphasizing the leading companies and their market shares [1][5][15] - The leading companies in the graphite anode materials sector include Bettery, Sanyuan, and Puxin, with registered capital exceeding 1.5 billion yuan, indicating a strong competitive position [1][5] - The industry is characterized by a high concentration, with the top two companies accounting for nearly 40% of the shipment volume, and the top five companies exceeding 70% [10][15] Group 2 - In the first half of 2025, the shipment volume of artificial graphite anodes reached 1.17 million tons, representing 91.7% of total graphite anode shipments [5][7] - Sanyuan holds the highest market share in artificial graphite anode shipments at 21%, followed closely by Bettery [7][10] - The revenue scale for 2024 indicates that Bettery and Sanyuan both exceed 7 billion yuan, with Bettery's revenue at 10.69 billion yuan and Sanyuan's at 8.2 billion yuan [11][13] Group 3 - The geographical distribution of graphite anode manufacturers is primarily concentrated in Guangdong, Shanghai, and Zhejiang, with Guangdong hosting several key players [3][11] - The product layout shows that most companies focus on artificial graphite, while natural graphite is primarily produced by Bettery and Sanyuan [11][14] - The competitive state of the industry reveals that while there are many competitors, the majority of market share is controlled by leading companies, resulting in lower competition intensity among top firms compared to smaller ones [15][16]

Industry Overview - Graphite is a crucial anode material in lithium-ion batteries, characterized by high-temperature resistance, corrosion resistance, electrical conductivity, and thermal conductivity [1] - Graphite anode materials are categorized into natural and synthetic types, each with distinct performance, cost, and application scenarios [1][2] Production and Supply Chain - The upstream supply chain includes raw material suppliers like natural graphite mines and carbon materials for synthetic graphite, while the midstream consists of manufacturers of graphite anode materials, and the downstream includes various battery producers [5][8] - China's natural graphite production reached 91 million tons in 2023, with a projected increase to approximately 95 million tons in 2024 [15] Market Trends - The market share of synthetic graphite anode materials has been increasing, with over 90% of the total anode material shipments being synthetic by mid-2025 [25] - The total output of graphite anode materials in China is expected to exceed 200 million tons by 2024, with a growth rate of 26% [24] Competitive Landscape - Leading companies in the graphite anode materials sector include BETTERI, Sanyuan, and others, with BETTERI's revenue from graphite-related business exceeding 10 billion yuan [29] - The industry is concentrated in regions like Guangdong, Shanghai, and Zhejiang, with many representative companies located in Guangdong [30] Future Outlook - The demand for graphite anode materials is anticipated to surge, particularly driven by the growth in electric vehicle batteries and energy storage systems, with projections indicating that shipments could exceed 5 million tons by 2030 [36][37] - The industry is expected to see further innovation and consolidation, with leading firms investing in high-end synthetic graphite and other advanced materials [34]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 呈交日期: 2025年12月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02237 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | HKD | | 0.001 | HKD | | 2,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 2,000,000,000 | HKD | | 0.001 | HKD | | 2,000,000 | 本月底法定/註冊股本總額： HKD 2,000,000 FF301 第 1 頁 共 10 頁 v 1.1.1 截至月份: 2025年 ...

Core Insights - Domino's Pizza has experienced significant success in lower-tier cities in China, breaking sales records with new store openings, while struggling in first-tier cities [2][5][9] - The company reported a remarkable increase in revenue, with a net profit of 65.92 million yuan in the first half of 2025, marking a year-on-year growth of 504.42% [9][11] - The shift in consumer preference towards Domino's in lower-tier markets is attributed to its competitive pricing and appealing menu options [12][14] Sales Performance - The opening day sales of Domino's first store in Shenyang reached 520,000 yuan, and within 198 days, it generated over 31 million yuan in revenue, setting a global annual sales record [2][9] - Subsequent openings in cities like Handan and Xuzhou also broke sales records, with daily sales exceeding 540,000 yuan and 680,000 yuan respectively [2][9] - In the first half of 2025, Domino's generated 2.593 billion yuan in revenue, with 659.24 million yuan in net profit, indicating a strong recovery from previous losses [9][11] Market Dynamics - Domino's has expanded aggressively into lower-tier cities, opening 275 new stores in 2023, primarily in non-first-tier markets, which contributed to a 46.6% increase in sales compared to the previous year [11][12] - The company has seen a significant increase in customer engagement, with over 14 million new members added in the past year [29] - The competitive landscape in the pizza market is intensifying, with brands like Pizza Hut and local players also targeting lower-tier cities with aggressive pricing strategies [22][28] Consumer Behavior - The appeal of Domino's in lower-tier cities is driven by its unique menu offerings and promotional activities, which resonate well with younger consumers [12][14] - Consumers in these markets are drawn to the novelty of the brand and the perceived value, often sharing positive experiences on social media [14][29] - However, there are concerns about sustaining customer loyalty as the novelty wears off, and the brand faces challenges in maintaining sales momentum [15][29]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 致：香港交易及結算所有限公司 公司名稱: 中国石墨集团有限公司 呈交日期: 2025年11月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | | 是 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02237 | 說明 | | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | HKD | | 0.001 | HKD | | | 2,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | | 本月底結存 | | | 2,000,000,0 ...

Core Insights - Graphene composite fibers, made from graphene or its derivatives combined with various materials, are emerging as a promising new material due to their superior properties such as electrical conductivity, thermal conductivity, and high strength compared to traditional fibers [1][3] - The Chinese graphene industry is rapidly expanding, with production capacity expected to reach 5,200 tons in 2024 and 6,000 tons in 2025, while the market size is projected to grow from 13,284 million yuan in 2024 to 18,265 million yuan in 2025 [1][4] Industry Definition and Characteristics - Graphene composite fibers exhibit significant advantages over conventional fibers in mechanical strength, thermal and electrical conductivity, flame resistance, antibacterial properties, infrared emission, UV protection, and corrosion resistance [3] - The performance of graphene composite fibers is influenced by the type of graphene used, the method of polymer composite, the amount of graphene added, and the spinning and post-processing techniques [3] Industry Classification - Graphene composite fibers can be categorized into three main types: graphene/inorganic metal composite fibers, graphene/inorganic non-metal composite fibers, and graphene/polymer composite fibers, with the latter further divided into graphene/organic small molecule composite fibers and graphene/polymer composite fibers [3] Industry Development History - The global graphene composite fiber market is in its early development stage, with leading companies in the U.S., South Korea, and Japan dominating technology research and industrialization, posing significant competition for domestic companies in China [3] Supply and Demand Scale - In 2024, China's graphene composite fiber production capacity is expected to be 5,200 tons, with an industry output of 98.5 tons and a low capacity utilization rate of less than 2%. By 2025, production is projected to increase to 140.8 tons [4] - The demand for graphene composite fibers in China is anticipated to reach 98.4 tons in 2024 and 140.5 tons in 2025, with market sizes of 13,284 million yuan and 18,265 million yuan, respectively [4] Market Segmentation - The demand for graphene composite fibers is primarily concentrated in the textile and apparel sector, which is expected to account for 83.8% of the total market in 2024, with a projected demand of 11,132 million yuan [5] - Other industrial applications, including supercapacitors and electromagnetic shielding, are expected to represent 16.2% of the market, with a demand of 2,152 million yuan in 2024 [5] Competitive Landscape - The domestic graphene composite fiber industry is becoming increasingly competitive, with key players including Nantong Qiangsheng Graphene Technology, Hangzhou Gaoxin Technology, and others. Nantong Qiangsheng is the largest producer with a capacity of 5,000 tons [5] Market Trends - As the application fields of graphene composite fibers expand beyond traditional textiles into emerging sectors, consumer awareness and acceptance of fibers with antibacterial, conductive, and high-strength properties are expected to drive market growth [5]