来源：新浪证券-红岸工作室 11月19日，星球石墨跌0.33%，成交额2869.11万元，换手率0.82%，总市值34.78亿元。 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 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].