来源：新浪证券-红岸工作室 1月9日，德固特涨1.51%，成交额2.18亿元，换手率9.68%，总市值38.01亿元。 异动分析 碳中和+固废处理+氢能源+专精特新+人民币贬值受益 1、公司研发并生产的用于煤气化的高温空气预热器，利用高温（920℃）煤气降至 680℃过程中释放的 热能，将即将参与反应或燃烧的空气（25℃）加热到600℃。与 300℃相比，600℃空气参与燃烧并增加 30%原材料后，产量可以增加45%，同时节约燃料9.3%-13.2%。从而实现减少碳排放。 2、2023年3月10日互动易：公司自成立以来就确立了以节能环保为重点的战略发展方向，"余热回收"领 域是公司传统优势行业；公司在"固废处理"领域经历了多年的孵化培育，在市场、技术等方面积累了一 定的竞争优势。 3、公司目前已经进入氢能源生产行业，近几年为多个客户提供了节能换热及储存装备；公司拥有压力 容器设计资质，具备设计生产氢能源储存设备的能力，可根据客户不同制氢工艺所要求的设备参数加工 定制，其中主要包括换热器、加热器、冷凝器、储罐等。 4、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市 ...

来源：新浪证券-红岸工作室 1月8日，德固特涨3.16%，成交额2.26亿元，换手率10.15%，总市值37.44亿元。 异动分析 碳中和+固废处理+氢能源+专精特新+人民币贬值受益 1、公司研发并生产的用于煤气化的高温空气预热器，利用高温（920℃）煤气降至 680℃过程中释放的 热能，将即将参与反应或燃烧的空气（25℃）加热到600℃。与 300℃相比，600℃空气参与燃烧并增加 30%原材料后，产量可以增加45%，同时节约燃料9.3%-13.2%。从而实现减少碳排放。 2、2023年3月10日互动易：公司自成立以来就确立了以节能环保为重点的战略发展方向，"余热回收"领 域是公司传统优势行业；公司在"固废处理"领域经历了多年的孵化培育，在市场、技术等方面积累了一 定的竞争优势。 3、公司目前已经进入氢能源生产行业，近几年为多个客户提供了节能换热及储存装备；公司拥有压力 容器设计资质，具备设计生产氢能源储存设备的能力，可根据客户不同制氢工艺所要求的设备参数加工 定制，其中主要包括换热器、加热器、冷凝器、储罐等。 (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 今日 ...

12月26日，兰石重装盘中上涨2.27%，截至13:21，报10.79元/股，成交4.18亿元，换手率3.02%，总市值 140.95亿元。 资金流向方面，主力资金净流入447.68万元，特大单买入3405.45万元，占比8.14%，卖出1652.53万元， 占比3.95%；大单买入7481.36万元，占比17.89%，卖出8786.61万元，占比21.01%。 截至9月30日，兰石重装股东户数8.79万，较上期减少12.59%；人均流通股14863股，较上期增加 14.40%。2025年1月-9月，兰石重装实现营业收入47.46亿元，同比增长26.93%；归母净利润1119.64万 元，同比减少88.40%。 分红方面，兰石重装A股上市后累计派现2.56亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，兰石重装十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1035.69万股，相比上期增加215.35万股。南方中证1000ETF（512100）位居第六大流通股 东，持股596.83万股，相比上期减少7.30万股。华夏中证1000ETF（159845）位居第七大流通股东 ...

来源：新浪证券-红岸工作室 11月28日，星球石墨涨1.31%，成交额1258.70万元，换手率0.38%，总市值33.28亿元。 异动分析 一带一路+高端装备+专精特新 1、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、东南 亚等多个国家与地区。 2、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。 3、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、 ...

Core 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].

Core Viewpoint - The stock of Lijun Thermal Energy has shown a significant increase in price and trading activity, indicating positive market sentiment despite a decline in revenue and net profit for the first half of 2025 [1][2]. Group 1: Stock Performance - As of October 24, Lijun Thermal Energy's stock price rose by 2.01% to 51.88 CNY per share, with a trading volume of 18.67 million CNY and a turnover rate of 1.60%, resulting in a total market capitalization of 4.72 billion CNY [1]. - The stock has increased by 27.03% year-to-date, with a 3.84% rise over the last five trading days, 5.23% over the last twenty days, and 25.19% over the last sixty days [1]. Group 2: Financial Performance - For the first half of 2025, Lijun Thermal Energy reported a revenue of 404 million CNY, a year-on-year decrease of 11.60%, and a net profit attributable to shareholders of 52.55 million CNY, down 32.66% compared to the previous year [2]. - The company has distributed a total of 227 million CNY in dividends since its A-share listing [3]. Group 3: Shareholder and Institutional Holdings - As of October 20, the number of shareholders for Lijun Thermal Energy increased to 6,543, a rise of 1.82%, while the average number of circulating shares per person decreased by 1.79% to 3,476 shares [2]. - As of June 30, 2025, among the top ten circulating shareholders, Taikang Quality Life Mixed Fund (010874) is the third largest with 400,000 shares, an increase of 150,000 shares from the previous period, while Taikang Strategy Preferred Mixed Fund (003378) is the fourth largest with 390,000 shares, up by 140,000 shares [3].

Core Viewpoint - The company, Qingdao Degute Energy Saving Equipment Co., Ltd., has experienced a significant decline in stock price and trading volume, indicating potential market challenges and investor sentiment issues [1]. Group 1: Company Overview - Qingdao Degute was established on April 5, 2004, and went public on March 3, 2021, focusing on the design, manufacturing, and sales of energy-saving and environmental protection equipment [9]. - The company's main business revenue composition includes energy-saving heat exchange equipment (76.84%), equipment maintenance and modification (8.40%), powder and other environmental protection equipment (5.27%), equipment parts (4.44%), and specialized custom equipment (4.27%) [10]. Group 2: Financial Performance - For the first half of 2025, the company reported revenue of 250 million yuan, a year-on-year decrease of 8.66%, and a net profit attributable to shareholders of 49.03 million yuan, down 28.23% year-on-year [10]. - The company has distributed a total of 87.67 million yuan in dividends since its A-share listing, with 67.67 million yuan distributed over the past three years [11]. Group 3: Market Dynamics - The company 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, indicating its strong market position and innovation capabilities [2]. - The company benefits from a 59.28% share of overseas revenue, aided by the depreciation of the Chinese yuan [3]. Group 4: Technological Advancements - The company has developed a high-temperature air preheater for gasification, which utilizes heat energy released during the cooling of high-temperature gas, achieving a 45% increase in output and a fuel savings of 9.3% to 13.2%, contributing to carbon emission reduction [4]. - The company has previously produced containers for storing spent fuel rods from the Fukushima nuclear power plant, indicating its involvement in the nuclear energy sector [5]. Group 5: Investment Sentiment - Recent trading data shows a net outflow of 43.65 million yuan from main funds, with a continuous reduction in main fund positions over the past three days [6][7]. - The average trading cost of the stock is 32.01 yuan, with the stock price nearing a support level of 29.80 yuan, suggesting potential volatility in the near term [8].