Xingqiu Graphite(SH:688633) Xin Lang Cai Jing·2025-11-19 07:41Core 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 segments [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% [7]. Recent Developments - The company signed a product sales contract with Adani Group's subsidiary, Mundra, for 100,000 tons of green PVC project-related graphite equipment, totaling approximately 29.99 million yuan [2]. - The company successfully ignited a three-in-one hydrochloric acid synthesis furnace for its recent projects in Vietnam, indicating progress in its international 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 innovation capabilities and market share [3]. - The designation of "small giant" is a prestigious title for small and medium enterprises in China, emphasizing their competitive edge and contribution to the stability of the industrial and supply chains [3]. Market Activity - The stock experienced a slight decline of 0.33% on November 19, with a trading volume of 28.69 million yuan and a market capitalization of 3.478 billion yuan [1]. - Recent trading data indicates a net outflow of 2.07 million yuan from major investors, with a continuous reduction in holdings over the past three days [4][5].