Xingqiu Graphite(SH:688633) Xin Lang Cai Jing·2026-01-05 13:16Core Viewpoint - The company, Nantong Planet Graphite Co., Ltd., is actively expanding its international market presence, particularly in India and Southeast Asia, while being recognized as a leading supplier of graphite chemical equipment and a "specialized, refined, distinctive, and innovative" enterprise in China [2][3]. Group 1: Company 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]. - The company has successfully ignited a three-in-one hydrochloric acid synthesis furnace for its recent projects in Vietnam, indicating progress in its chemical production capabilities [2]. - The company has been recognized as one of the first batch of "specialized, refined, distinctive, and innovative" small giant enterprises by the Ministry of Industry and Information Technology, highlighting its strong market position and technological capabilities [3]. Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 498 million RMB, representing a year-on-year growth of 10.69%, while the net profit attributable to shareholders decreased by 17.76% to 80.8 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 Stock Performance - The company's stock price increased by 3.72% on January 5, with a total market capitalization of 3.531 billion RMB and a trading volume of 67.54 million RMB [1]. - The average trading cost of the company's shares is 26.01 RMB, with the stock currently near a support level of 24.55 RMB, indicating potential volatility in the near term [6].