Core Viewpoint - The company, Nantong Planet Graphite Co., Ltd., is actively expanding its international market presence, particularly in India and Southeast Asia, while maintaining a strong position in the domestic graphite equipment sector [2][3]. Company Overview - Nantong Planet Graphite was established on October 24, 2001, and went public on March 24, 2021. The company specializes in the research, production, sales, and maintenance of graphite equipment [7]. - The main revenue sources for the company include graphite equipment (53.78%), equipment parts (20.66%), maintenance services (10.99%), and other services (8.67%) [7]. - As of September 30, 2025, the company reported a revenue of 498 million yuan, a year-on-year increase of 10.69%, while the net profit attributable to shareholders decreased by 17.76% to 80.8 million yuan [7]. Market Activity - On November 5, the stock price of Planet Graphite fell by 0.12%, with a trading volume of 21.8453 million yuan and a turnover rate of 0.61%. The total market capitalization stands at 3.586 billion yuan [1]. - The company has signed a product sales contract worth approximately 29.99 million yuan with Adani Group's subsidiary for a green PVC project [2]. Industry Position - The company is recognized as one of the main suppliers of graphite chemical equipment and has been designated as a "specialized, refined, distinctive, and innovative" small giant enterprise by the Ministry of Industry and Information Technology [2][3]. - The "specialized, refined, distinctive, and innovative" small giant enterprises are known for their strong innovation capabilities, high market share, and mastery of key technologies, which significantly enhance the competitiveness of small and medium-sized enterprises [3]. Financial Insights - As of September 30, 2025, the company has distributed a total of 205 million yuan in dividends since its A-share listing, with 140 million yuan distributed over the past three years [8]. - The top ten circulating shareholders include Penghua Hongjia Mixed A, holding 1.2443 million shares, which is a decrease of 363,700 shares compared to the previous period [8].

| 证券代码：688633 | 证券简称：星球石墨 | 公告编号：2025-055 | | --- | --- | --- | | 转债代码：118041 | 转债简称：星球转债 | | 南通星球石墨股份有限公司 关于回购股份集中竞价减持股份进展公告 本公司董事会、全体董事及相关股东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。 公司于 2025 年 8 月 30 日在上海证券交易所网站（www.sse.com.cn）披露了 《关于回购股份集中竞价减持计划的公告》（公告编号：2025-044），公司计划自 前述公告披露之日起 15 个交易日后的 3 个月内，通过集中竞价交易方式，按市 场价格减持不超过 500,000 股的回购股份，占公司总股本不超过 0.35%。若此期 间公司有送股、资本公积金转增股本等导致公司股本数量变动的情形，公司将对 减持数量进行相应调整。截至 2025 年 10 月 31 日，公司尚未减持回购股份。 | 股东名称 | 南通星球石墨股份有限公司回购专用证券账户 | | | --- | --- | --- | | 股东身 ...

Core Viewpoint - The company, Nantong Planet Graphite Co., Ltd., is actively expanding its international market presence, particularly in India and Southeast Asia, while maintaining a strong position in the domestic graphite equipment sector [2][3]. Company Overview - Nantong Planet Graphite was established on October 24, 2001, and went public on March 24, 2021. The company specializes in the research, production, sales, and maintenance services of graphite equipment [7]. - The main revenue sources for the company include graphite equipment (53.78%), equipment parts (20.66%), maintenance services (10.99%), and other segments (8.67% and 5.90%) [7]. Recent Developments - The company signed a product sales contract with Adani Group's subsidiary Mundra for a total amount of approximately 29,990.73 million RMB, involving 100,000 tons of green PVC project-related graphite equipment [2]. - A recent project in Vietnam successfully ignited a three-in-one hydrochloric acid synthesis furnace, indicating the company's ongoing commitment to innovation and project execution [2]. Industry Position - The company is recognized as one of the first batch of "specialized, refined, distinctive, and innovative" small giant enterprises in China, highlighting its strong market position and technological capabilities [3]. - The designation of "small giant" signifies the company's focus on niche markets, strong innovation capabilities, high market share, and mastery of key technologies [3]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 498 million RMB, reflecting a year-on-year growth of 10.69%. However, the net profit attributable to shareholders decreased by 17.76% to 80.8015 million RMB [7]. - 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]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 19.38% to 4,207, while the average circulating shares per person decreased by 16.23% to 34,173 shares [7]. - Among the top ten circulating shareholders, Penghua Hongjia Mixed A (003165) holds 1.2443 million shares, a decrease of 36.37 million shares compared to the previous period [8].

Core Viewpoint - The company, Nantong Planet Graphite Co., Ltd., is actively expanding its international market presence, particularly in India and Southeast Asia, while maintaining a strong position in the domestic graphite equipment sector [2][3]. Company Overview - Nantong Planet Graphite was established on October 24, 2001, and went public on March 24, 2021. The company specializes in the research, production, sales, and maintenance services of graphite equipment [7]. - The main revenue sources for the company include graphite equipment (53.78%), equipment parts (20.66%), maintenance services (10.99%), and other services (8.67%) [7]. - As of September 30, 2025, the company reported a revenue of 498 million yuan, a year-on-year increase of 10.69%, while the net profit attributable to shareholders was 80.8 million yuan, a decrease of 17.76% year-on-year [7]. Market Position and Recognition - The company is recognized as one of the primary suppliers of graphite chemical equipment and has been designated as a "specialized, refined, distinctive, and innovative" small giant enterprise by the Ministry of Industry and Information Technology [2][3]. - This designation highlights the company's focus on niche markets, strong innovation capabilities, high market share, mastery of key technologies, and superior quality and efficiency [3]. Recent Developments - The company signed a product sales contract with Adani Group's subsidiary for a total amount of approximately 29.99 million yuan, involving the supply of graphite equipment for a 1 million ton green PVC project [2]. - The company successfully ignited a three-in-one hydrochloric acid synthesis furnace for its recent projects in Vietnam, indicating ongoing advancements in its operational capabilities [2]. Financial and Stock Performance - As of October 31, the company's stock price increased by 0.08%, with a trading volume of 24.26 million yuan and a market capitalization of 3.632 billion yuan [1]. - The average trading cost of the stock is 26.66 yuan, with a current support level at 25.17 yuan [6].

Group 1 - The core viewpoint of the article is that Xingqiu Graphite (688633.SH) reported its third-quarter results, showing a revenue increase but a decline in net profit [1] Group 2 - For the first three quarters of 2025, the company achieved a total operating revenue of 498 million yuan, representing a year-on-year growth of 10.69% [1] - The net profit attributable to shareholders of the parent company was 80.8015 million yuan, reflecting a year-on-year decrease of 17.76% [1] - The basic earnings per share were reported at 0.56 yuan [1]

| | | 南通星球石墨股份有限公司 南通星球石墨股份有限公司（以下简称"公司"）已于 2025 年 10 月 30 日发 布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 11 月 20 日（星期四） 13:00-14:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年第三季度的经 营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的 范围内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点 关于召开 2025 年第三季度业绩说明会的公告 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： 会议召开时间：2025 年 11 月 20 日(星期四)13:00-14:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow. ...

Financial Performance - The company's operating revenue for Q3 2025 was ¥187,360,322.71, representing a year-on-year increase of 19.92%[2] - Total profit for the period was ¥38,287,693.31, a decrease of 5.46% compared to the same period last year[2] - Net profit attributable to shareholders was ¥34,135,164.59, down 6.34% year-on-year[2] - Total operating revenue for the first three quarters of 2025 reached ¥497.76 million, an increase from ¥449.70 million in the same period of 2024, representing an increase of approximately 10.5%[17] - Net profit for the first three quarters of 2025 was ¥80.88 million, down from ¥98.22 million in 2024, reflecting a decrease of approximately 17.7%[18] - The company’s total profit for the first three quarters was ¥92.57 million, down from ¥110.29 million in the previous year, reflecting a decrease of approximately 16%[17] - Basic earnings per share for the current period was ¥0.56, compared to ¥0.67 in the previous year, indicating a decline of about 16.4%[18] Cash Flow and Investments - The net cash flow from operating activities for the year-to-date was ¥158,782,923.42, showing an increase of 86.22%[2][7] - Cash flow from operating activities generated a net amount of ¥158.78 million, significantly higher than ¥85.26 million in the same period last year, showing an increase of approximately 86%[20] - Cash flow from investing activities resulted in a net outflow of ¥689.43 million, worsening from a net outflow of ¥300.28 million in the previous year[21] - The company reported a total investment cash inflow of ¥2.16 billion, compared to ¥2.68 billion in the same period last year, indicating a decrease of about 19%[21] - Cash and cash equivalents decreased to CNY 606,344,166.95 from CNY 708,995,661.73, a decline of about 14.5%[12][13] - Cash and cash equivalents at the end of the period totaled ¥106.34 million, down from ¥161.77 million at the end of the previous year, a decrease of approximately 34%[21] Assets and Liabilities - Total assets at the end of the reporting period were ¥3,010,887,197.87, an increase of 2.54% from the end of the previous year[3] - The company's total current assets reached CNY 2,347,369,320.70, compared to CNY 2,241,511,119.09 at the end of 2024, indicating an increase of about 4.7%[12][14] - The total liabilities stood at CNY 1,370,276,629.14, up from CNY 1,328,435,170.32, representing a rise of approximately 3.1%[14] - The total equity attributable to shareholders increased to CNY 1,637,720,462.94 from CNY 1,604,918,426.66, marking a growth of about 2.0%[14] Shareholder Information - The company reported a total of 4,207 common shareholders at the end of the reporting period[8] - The largest shareholder, Zhang Yi, holds 53.99% of the shares, totaling 77,616,000 shares[9] - The company has not reported any significant changes in shareholder participation in financing or securities lending activities during the reporting period[10][11] Research and Development - R&D expenses totaled ¥12,774,393.84 for the quarter, a decrease of 15.19% year-on-year, accounting for 6.82% of operating revenue[3] Operational Insights - The company experienced a significant increase in cash inflow from receivables due to enhanced collection efforts[7] - The company reported a significant increase in trading financial assets, which rose to CNY 686,450,604.06 from CNY 485,929,221.24, an increase of approximately 41.2%[12][13] - The accounts receivable increased to CNY 264,967,087.90 from CNY 253,912,457.18, showing a growth of about 4.3%[12][13] - The company's inventory decreased to CNY 500,654,706.22 from CNY 537,982,140.67, reflecting a reduction of approximately 6.9%[12][13] Future Strategies - The company’s management indicated a focus on expanding market presence and developing new technologies in future strategies[19]

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。 一、募集资金基本情况 经中国证券监督管理委员会出具的《关于同意南通星球石墨股份有限公司向 不特定对象发行可转换公司债券注册的批复》（证监许可〔2023〕1229 号）同意， 南通星球石墨股份有限公司（以下简称"公司"）于 2023 年 7 月 31 日在上海证 券交易所向不特定对象发行面值总额为人民币 620,000,000.00 元的可转换公司 债券，期限 6 年。募集资金总额为人民币 620,000,000.00 元，扣除尚未支付的 承销保荐费（不含增值税）人民币 2,900,000.00 元，实际收到可转换公司债券 募集资金人民币 617,100,000.00 元。本次发行可转换公司债券的发行费用人民 币 7,000,943.40 元，发行募集资金净额为人民币 612,999,056.60 元。 上述募集资金于 2023 年 8 月 4 日到位，经致同会计师事务所（特殊普通合 伙）审验并出具了《验资报告》（致同验字（2023）第 332C000390 号）。公司对 募集 ...

Core Viewpoint - The company, Nantong Planet Graphite Co., Ltd., is actively expanding its international market presence, particularly in India and Southeast Asia, while maintaining a strong position in the domestic graphite equipment sector. Group 1: Company Developments - The company signed a product sales contract with Adani Group's subsidiary for a total amount of approximately 29,990.73 million RMB, involving 100,000 tons of green PVC project-related graphite equipment [2] - The company is recognized as one of the main suppliers of graphite chemical equipment and has been listed as a "specialized, refined, distinctive, and innovative" small giant enterprise by the Ministry of Industry and Information Technology [3] - The company's main business includes the research, production, sales, and maintenance services of graphite equipment, with key products being graphite synthesis furnaces and graphite heat exchangers [2][3] Group 2: Financial Performance - For the first half of 2025, the company achieved operating revenue of 310 million RMB, representing a year-on-year growth of 5.77%, while the net profit attributable to shareholders decreased by 24.50% to 46.67 million RMB [7] - 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] Group 3: Market Position and Trends - The company is positioned within the specialized equipment sector, focusing on energy and heavy equipment, and is part of various concept sectors including small-cap, energy conservation and environmental protection, and the Belt and Road Initiative [7] - The average trading cost of the company's shares is 26.70 RMB, with the stock price currently near a support level of 24.78 RMB [6]

Core Viewpoint - The company announced the election of Yang Jinqiu as the employee representative director for its third board of directors, scheduled for October 17, 2025 [1] Group 1 - The company will hold an employee representative meeting on October 17, 2025 [1] - Yang Jinqiu has been nominated for the position of employee representative director [1]