来源：新浪证券-红岸工作室 8月26日，星球石墨涨1.27%，成交额6328.53万元，换手率1.63%，总市值38.93亿元。 异动分析 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 高端装备+一带一路+专精特新 1、公司是石墨制化工设备主要供应商之一， 是国家首批专精特新小巨人企业。 公司具有完全自主研 发、 设计能力， 技术在国内同行业中处于领先地位。公司的主营业务为石墨设备的研发、 生产、 销售 及维保服务， 主要产品为石墨合成炉、 石墨换热器。 2、2023年12月20日互动易：公司除了与印度Adani集团下的全资子公司Mundra签订了产品销售合同， 合同标的物为100万吨绿色PVC项目专用副产蒸汽氯化氢合成吸收、盐酸解吸、氯化氢干燥等石墨设 备，合同总金额44,334,166美元，约合人民币29,990.73万元，近期越南项目"化工产量130t/d盐酸、副产 0.5Mpa饱和蒸汽高纯酸项目和化工产量440t/d盐酸、副产0.5Mpa饱和蒸汽高纯酸项目"副产蒸汽三合一 盐酸合成炉一次性点火成功。公司将持续瞄准国际需求，加大国际市场开拓力度，积极布局印度 ...

Core Viewpoint - The company, Xingqiu Graphite, is a leading supplier of graphite chemical equipment and has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise in China, indicating its strong market position and technological capabilities [2][3]. Company Overview - Xingqiu Graphite specializes in the research, production, sales, and maintenance of graphite equipment, with main products including graphite synthesis furnaces and graphite heat exchangers [2][7]. - The company was established on October 24, 2001, and went public on March 24, 2021. Its revenue composition includes 53.78% from graphite equipment, 20.66% from equipment parts, 10.99% from maintenance services, and 8.67% from other sources [7]. Recent Developments - The company signed a product sales contract with Adani Group's subsidiary Mundra for a green PVC project, amounting to approximately 29,990.73 million RMB (44,334,166 USD) for 100,000 tons of specialized graphite equipment [2]. - Recent successful ignition of a three-in-one hydrochloric acid synthesis furnace for a project in Vietnam indicates the company's ongoing international market expansion efforts [2]. Financial Performance - For the period from January to March 2025, the company achieved a revenue of 128 million RMB, representing a year-on-year growth of 8.39%, while the net profit attributable to shareholders decreased by 40.81% to 16.79 million RMB [7]. - The company has distributed a total of 205 million RMB in dividends since its A-share listing, with 140 million RMB in the last three years [8]. Market Position - The company is classified under the mechanical equipment sector, specifically in specialized equipment for energy and heavy machinery, and is part of various concept sectors including small-cap stocks, the Belt and Road Initiative, energy conservation and environmental protection, and specialized innovation [7].

| 证券代码：688633 | 证券简称：星球石墨 | 公告编号：2025-039 | | --- | --- | --- | | 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"星球转债"回售结果的公告 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： （一）回售结果 回售期间：2025 年 8 月 6 日至 2025 年 8 月 12 日 回售有效申报数量：0 张 回售金额：0 元 本次回售申报期内无投资者进行回售申报，无需办理向投资者支付回售资金 等后续业务事项，本次回售已完成。 "星球转债"的回售申报期为 2025 年 8 月 6 日至 2025 年 8 月 12 日，回售 价格为 100.02 元人民币/张（含当期利息）。根据中国证券登记结算有限责任公 司上海分公司提供的数据，本次"星球转债"回售申报期内，回售的有效申报数 量为 0 张，回售金额为 0 元，公司无需办理向投资者支付回售资金等后续业务事 项，本次回售已完成。 （二）回售的影响 本次"星球转债"回 ...

Group 1 - The company, Xingqiu Graphite, has established a comprehensive industrial structure focusing on "materials, equipment, systems, and services" in the manufacturing of energy-efficient specialized equipment [1] - The company possesses several core technologies, including improvements in impregnants, integrated hydrochloric acid synthesis, and waste heat utilization, which enhance graphite material performance and reduce process energy consumption [1] - The thermal energy utilization rate of the by-product steam from the graphite hydrochloric acid synthesis furnace reaches 90%, producing approximately 45,000 tons of by-product steam annually and reducing CO2 emissions by about 11,500 tons, showcasing excellent economic benefits and energy-saving characteristics [1] Group 2 - The company emphasizes brand image development and maintenance, accumulating a stable customer base through high-quality products and services [1] - Xingqiu Graphite has established Beijing Plannide Engineering Technology Co., Ltd. to promote overseas markets, collaborating with international engineering companies and distributors, successfully signing multiple orders with good results in overseas promotion [1]

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]