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].

Core Points - The company announced the first notice regarding the optional redemption of "Xingqiu Convertible Bonds" [1] - The redemption price is set at 100.02 RMB per bond, including the current interest [2] - The redemption period is from August 6, 2025, to August 12, 2025 [2] - The payment date for the redeemed bonds is August 15, 2025 [2] - During the redemption period, the "Xingqiu Convertible Bonds" will stop converting into shares [2] - The redemption is not mandatory for bondholders [2] Redemption Terms - Bondholders have the right to redeem all or part of their unconverted bonds at the specified price [6] - The redemption price includes accrued interest calculated based on the formula provided [3] - The company has already paid interest for the period from July 31, 2024, to July 30, 2025, at a rate of 0.40% [5] - The interest for the next period (July 31, 2025, to July 30, 2026) is set at 1.00% [5] Redemption Process - Bondholders must submit their redemption requests through the Shanghai Stock Exchange trading system during the specified period [7] - If a request is not successful on the first day, bondholders can continue to submit requests on subsequent days within the redemption period [8] - The company will announce the results of the redemption and its impact after the redemption period ends [10] Trading During Redemption - The "Xingqiu Convertible Bonds" will continue to trade during the redemption period but will not allow conversion into shares [11] - If the total market value of the bonds falls below 30 million RMB due to redemptions, trading will continue until the end of the redemption period [11]

Core Viewpoint - The company, Xingqiu Graphite, is actively expanding its international market presence, particularly in India and Southeast Asia, while maintaining a strong position in the domestic market as a leading supplier of graphite equipment [2][3]. Group 1: Company Overview - Xingqiu Graphite specializes in the research, production, sales, and maintenance services of graphite equipment, with its main products including graphite synthesis furnaces and graphite heat exchangers [3][7]. - The company was established on October 24, 2001, and went public on March 24, 2021, with a total market capitalization of 4.08 billion yuan as of August 4 [1][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]. Group 2: Recent Developments - On December 20, 2023, the company signed a product sales contract with Adani Group's subsidiary Mundra for a green PVC project, amounting to approximately 29.99 million yuan [2]. - The company has successfully ignited a three-in-one hydrochloric acid synthesis furnace for a project in Vietnam, indicating its capability in executing complex international projects [2]. - Xingqiu Graphite has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title for small and medium-sized enterprises in China [2][3]. Group 3: Market Performance - On August 4, 2023, the stock price of Xingqiu Graphite increased by 2.20%, with a trading volume of 29.35 million yuan and a turnover rate of 0.73% [1]. - The average trading cost of the stock is 26.52 yuan, with the current price approaching a resistance level of 28.44 yuan, suggesting potential for upward movement if this level is surpassed [6]. - The company has experienced a net outflow of 2.67 million yuan from major investors, indicating a lack of strong control by major shareholders [4][5].

| 证券代码：688633 | 证券简称：星球石墨 | 公告编号：2025-036 | | --- | --- | --- | | 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"可选择回售的第一次提示性公告 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： 南通星球石墨股份有限公司（以下简称"公司"）于 2025 年 7 月 29 日召开 2025 年第一次临时股东大会、"星球转债"2025 年第一次债券持有人会议，分别 审议通过了《关于变更募集资金投资项目的议案》，根据《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募集说明书》（以下简称《募集说明书》） 的约定，"星球转债"附加回售条款生效。 现依据《上市公司证券发行注册管理办法》《可转换公司债券管理办法》《上 海证券交易所科创板股票上市规则》和《募集说明书》，就回售有关事项向全体 "星球转债"持有人公告如下： 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 ...

Group 1 - The first temporary shareholders' meeting of Nantong Planet Graphite Co., Ltd. was held on July 29, 2025, with no rejected proposals [2][10] - The total number of shares with voting rights at the meeting was 143,269,462 shares, excluding 500,000 shares in the company's repurchase account [2][3] - The meeting was chaired by the chairman, Qian Shujuan, and followed legal procedures as per the Company Law and relevant regulations [3][9] Group 2 - The first bondholders' meeting for the "Planet Convertible Bonds" was also held on July 29, 2025, with a total of 560,890 bonds represented, amounting to a total face value of 56,089,000 yuan, which is 9.05% of the total outstanding bonds [16][15] - The proposal to change the fundraising investment project was approved with 98.57% of the votes in favor [17][18] - The meeting was legally valid, and the procedures followed the Company Law and relevant regulations [19][21] Group 3 - The buyback price for the "Planet Convertible Bonds" is set at 100.02 yuan per bond, including the current interest [24][28] - The buyback period is from August 6 to August 12, 2025, and the payment date for the buyback funds is August 15, 2025 [25][32] - The bonds will continue to trade during the buyback period but will stop converting [34]

（文章来源：证券日报） 证券日报网讯 7月29日晚间，星球石墨发布公告称，公司2025年第一次临时股东大会审议通过了《关于 变更募集资金投资项目的议案》。 ...

Core Viewpoint - The announcement from Planet Graphite indicates that if convertible bondholders choose to sell back their bonds, it will be equivalent to selling the "Planet Convertible Bonds" at a price of 100.02 RMB per bond, including the current interest [1] Group 1 - The closing price of "Planet Convertible Bonds" is currently higher than the repurchase price, suggesting that bondholders may incur losses if they opt for the repurchase [1] - The company advises convertible bondholders to be aware of the associated risks with the repurchase option [1]