Xingqiu Graphite(SH:688633) Xin Lang Cai Jing·2025-10-20 08:14Core 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]