Group 1 - The core viewpoint of the news is that Fengying Investment has conducted research on a listed company, Planet Graphite, which focuses on energy-efficient specialized equipment manufacturing and has developed a comprehensive industrial structure involving materials, equipment, systems, and services [1] - Planet Graphite has mastered several core technologies, including improvements in impregnants, integrated hydrochloric acid synthesis, and waste heat utilization, which enhance the performance of graphite materials and reduce process energy consumption [1] - The thermal energy utilization rate of the by-product steam graphite hydrochloric acid synthesis furnace reaches 90%, producing approximately 45,000 tons of by-product steam annually, which reduces CO2 emissions by about 11,500 tons, demonstrating excellent economic benefits and energy-saving characteristics [1] Group 2 - The company emphasizes the creation and maintenance of its brand image, accumulating a large and stable customer base through high-quality products and services [1] - Planet Graphite has established Beijing Plannide Engineering Technology Co., Ltd. to promote its overseas market, successfully signing multiple orders in collaboration with international engineering companies and distributors, indicating good results in overseas promotion [1]

调研纪要：公司形成了以"材料、设备、系统、服务"四位一体的产业格局，专注于高效节能专用设备制 造。公司掌握多项核心技术，如浸渍剂改进、氯化氢合成与余热利用一体化等，提升石墨材料性能，降 低流程能耗。副产蒸汽石墨氯化氢合成炉热能利用率高达90%，年副产蒸汽约45000吨，减少CO2排放 约11500吨，具备优秀的经济效益及节能降耗特性。公司注重品牌形象的打造与维护，凭借优质产品和 服务积累大量稳定客户资源。公司设立北京普兰尼德工程技术有限公司，负责海外市场推广，与国际工 程公司、经销商合作，成功签署多个订单，海外推广效果良好。 机构简介： 聚集资本的力量 根据市场公开信息及8月12日披露的机构调研信息，知名私募普赞普近期对1家上市公司进行了调研，相 关名单如下： 1）星球石墨 （深圳市普赞普基金管理有限公司参与公司机构调研&现场参观） 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。 ...

Group 1 - The company emphasizes the importance of expanding into overseas markets and plans to establish Beijing Plannide Engineering Technology Co., Ltd. in 2024 to enhance its overseas business capabilities [1] - The company aims to promote graphite equipment and complete systems in international markets by leveraging a team with overseas project resources and management experience [1] - Successful orders for graphite synthesis furnaces and other products have been signed, indicating effective overseas promotion efforts [1] Group 2 - The company is a major supplier of graphite processing equipment in China, focusing on providing efficient and energy-saving specialized equipment for downstream application industries [1] - The company maintains a leading position in the industry due to its unique advantages in production capacity, research and development, and market capabilities [1] - The company has developed a comprehensive industrial structure that integrates materials, equipment, systems, and services, contributing to the development of high-end equipment industries [1]

沪深两市全天主力资金净流入100.20亿元，其中，科创板主力资金净流出20.87亿元，主力资金净流入的 有243只股，主力资金净流出的有344只股。 证券时报·数据宝统计显示，今日科创板个股上涨的有499只，涨停的有赛诺医疗、莱尔科技等2只，下 跌的有85只。 资金流向方面，今日主力资金净流入的科创板股共有243只，其中，10只个股主力资金净流入超5000万 元，东芯股份主力资金净流入1.86亿元，净流入资金居首；寒武纪、云从科技紧随其后，全天净流入资 金分别为1.38亿元、9916.17万元。主力资金净流出的有344只，净流出资金最多的是中芯国际，该股今 日上涨0.35%，全天主力资金净流出2.60亿元，其次是海光信息、芯原股份，主力资金净流出分别为 2.30亿元、2.22亿元。 从主力资金连续性进行观察，共有36只个股主力资金连续3个交易日以上持续净流入，连续流入天数最 多的是龙软科技，该股已连续8个交易日净流入；连续净流入天数较多的还有博瑞医药、鼎阳科技等， 主力资金分别连续流入7天、7天。主力资金连续流出的个股有140只，连续流出天数最多的是亿华通， 该股已连续18个交易日净流出；连续净流出天数较多的 ...

Core Viewpoint - The company announces the third reminder regarding the optional redemption of its convertible bonds, "星球转债," allowing bondholders to sell their bonds back to the company at a specified price during a designated period [1][2]. Redemption Terms - Redemption Price: 100.02 RMB per bond (including current interest) [2][9] - Redemption Period: From August 6, 2025, to August 12, 2025 [4][9] - Payment Date for Redemption Funds: August 15, 2025 [4][9] - During the redemption period, the "星球转债" will stop conversion into shares [4][11]. Interest Payment Details - The company has paid interest for the period from July 31, 2024, to July 30, 2025, at a rate of 0.40%, resulting in an interest amount of 0.40 RMB per bond [5]. - The interest for the third year (July 31, 2025, to July 30, 2026) is set at 1.00%, with an estimated interest of approximately 0.02 RMB per bond for the redemption period [5]. Redemption Process - Bondholders can choose to redeem part or all of their unconverted bonds, and the redemption is not mandatory [6]. - The redemption application must be submitted through the Shanghai Stock Exchange trading system during the specified period [7][9]. Trading During Redemption - "星球转债" will continue to trade during the redemption period but will not allow conversion into shares [11]. - If the total face value of the convertible bonds in circulation falls below 30 million RMB due to redemptions, trading will continue until the end of the redemption period, after which the company will issue a relevant announcement [11].

Group 1 - The stock price of Planet Graphite closed at 28.50 yuan on August 7, 2025, down 0.56% from the previous trading day, with a trading volume of 12,795 hands and a transaction amount of 0.37 billion yuan [1] - Planet Graphite operates in the specialized equipment manufacturing industry, focusing on the research, production, and sales of graphite materials, primarily used in renewable energy sectors such as photovoltaics, semiconductors, and lithium batteries [1] - On the evening of August 7, Planet Graphite announced the third reminder regarding the optional redemption of "Planet Convertible Bonds," stating that if bondholders choose to redeem, it will be executed at a price of 100.02 yuan per bond, while the current market price of the bonds is higher than the redemption price, indicating potential losses for those opting for redemption [1] Group 2 - On the same day, the net outflow of main funds was 7.0243 million yuan, with a cumulative net outflow of 19.7779 million yuan over the past five trading days [2]

Market Overview - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 37.824 billion yuan, with the Sci-Tech Innovation Board seeing a net outflow of 1.264 billion yuan [2] - A total of 243 stocks saw net inflows, while 345 stocks experienced net outflows [2] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 225 stocks rose, with two stocks, Sino Medical and Dongxin Technology, hitting the daily limit [2] - 358 stocks declined in value [2] Fund Flow Analysis - Among the stocks with net inflows, six had inflows exceeding 100 million yuan, with Dongxin Technology leading at 370.38 million yuan [3] - Other notable inflows included Han's Laser and Lianqi Technology, with net inflows of 282.55 million yuan and 256.33 million yuan, respectively [3] Continuous Fund Flow - There are 48 stocks that have seen continuous net inflows for more than three trading days, with Changguang Huaxin leading at nine consecutive days [3] - Conversely, 130 stocks have experienced continuous net outflows, with Yihua Tong showing the longest streak at 16 days [3] Top Net Inflows - The top stocks by net inflow include: - Dongxin Technology: 370.38 million yuan, 20% increase [3] - Han's Laser: 281.86 million yuan, 1.25% increase [3] - Lianqi Technology: 256.33 million yuan, 2.22% increase [3] - Other significant inflows were seen in stocks like Borui Pharmaceutical and Huahong Semiconductor [4] Stocks with Significant Outflows - The stock with the highest net outflow was Shijia Photon, with a net outflow of 206 million yuan and a decline of 2.27% [2] - Other notable outflows included Anhui Technology and Shenzhou Cell, with net outflows of 130 million yuan and 112 million yuan, respectively [2]

南通星球石墨股份有限公司 | 证券代码：688633 | 证券简称：星球石墨 | 公告编号：2025-038 | | --- | --- | --- | | 转债代码：118041 | 转债简称：星球转债 | | 关于"星球转债"可选择回售的第三次提示性公告 一、回售条款 回售价格：100.02 元人民币/张（含当期利息） 回售期：2025 年 8 月 6 日至 2025 年 8 月 12 日 回售资金发放日：2025 年 8 月 15 日 回售期内"星球转债"停止转股 本次回售不具有强制性 风险提示：如可转债持有人选择回售，则等同于以 100.02 元人民币/张（含 当期利息）卖出持有的"星球转债"。截至目前，"星球转债"的收盘价格高 于本次回售价格，可转债持有人选择回售可能会带来损失，敬请可转债持有 人注意风险。 （一）根据《募集说明书》的规定，"星球转债"附加回售条款具体如下： 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、准确性和完整性依法承担法律责任。 重要内容提示： 南通星球石墨股份有限公司（以下简称"公司"）于 2025 年 7 月 29 ...

Core Points - The company announces the second reminder regarding the optional redemption of "Star Planet Convertible Bonds" [1] - The redemption price is set at 100.02 RMB per bond, including the current interest [2][4] - The redemption period is from August 6, 2025, to August 12, 2025, with funds to be disbursed on August 15, 2025 [4][9] Redemption Terms - Holders of the convertible bonds have the right to redeem their bonds at the specified price if there are significant changes in the implementation of the fundraising projects compared to the commitments made in the prospectus [2][6] - The current interest for the bonds is calculated based on a formula that considers the principal amount, interest rate, and the number of days [3] - The interest rate for the third year is set at 1.00%, leading to a calculated interest of approximately 0.02 RMB per bond for the redemption period [5] Redemption Process - Bondholders can choose to redeem part or all of their unconverted bonds, and the redemption is not mandatory [6] - The redemption application must be submitted through the Shanghai Stock Exchange trading system during the specified period [7][9] - If the total face value of the bonds in circulation falls below 30 million RMB after the redemption, the bonds will continue to trade until the end of the redemption period [11]

Core Viewpoint - The company, Nantong Planet Graphite Co., Ltd., is a leading supplier of graphite chemical equipment and has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise in China, focusing on energy-efficient specialized equipment manufacturing [2][3]. Group 1: Company Overview - The company was established on October 24, 2001, and went public on March 24, 2021. Its main business includes the research, production, sales, and maintenance services of graphite equipment [7]. - The revenue composition of the company includes 53.78% from graphite equipment, 20.66% from equipment parts, 10.99% from maintenance services, and 8.67% from other sources [7]. - The company is located in Rugao City, Jiangsu Province, and operates within the mechanical equipment industry, specifically in specialized equipment for energy and heavy machinery [7]. Group 2: Recent Developments - The company signed a product sales contract with Adani Group's subsidiary Mundra for a green PVC project, with a total contract value of approximately 29,990.73 million RMB (44,334,166 USD) [2]. - The company has successfully ignited a three-in-one hydrochloric acid synthesis furnace for a project in Vietnam, indicating its ongoing international market expansion efforts [2]. - The company aims to enhance its international market presence, particularly in India and Southeast Asia, to meet growing international demand [2]. Group 3: Financial Performance - As of March 31, 2025, the company reported a revenue of 1.28 billion RMB, representing a year-on-year growth of 8.39%, while the net profit attributable to shareholders decreased by 40.81% to 167.93 million RMB [8]. - The company has distributed a total of 205 million RMB in dividends since its A-share listing, with 140 million RMB distributed over the past three years [8]. - The number of shareholders increased by 4.13% to 3,934, while the average circulating shares per person decreased by 3.97% to 36,543 shares [8].