格隆汇10月10日｜A股市场石墨烯概念股逆势走强，其中，恒辉安防20CM涨停，宝泰隆、德尔未来 10CM涨停，东方碳素涨超9%，飞荣达涨超7%，宁新新材涨超4%，东方材料、锦富技术（维权）、方 大炭素涨超3%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 300952 | 恒辉安防 | 策 | 20.00 | 67.31亿 | 88.60 | | 601011 | 宇泰隆 | 1 | 10.10 | 62.64亿 | 8.64 | | 002631 | 德尔未来 | 1 | 10.08 | 46.16亿 | 30.70 | | 920175 | 东方碳素 | 资 | 9.40 | 15.93亿 | 30.38 | | 300602 | 飞荣达 | | 7.50 | 217亿 | 94.25 | | 920719 | 宁新新材 | | 4.44 | 15.31亿 | 57.87 | | 603110 | 东方材料 | | 3.56 | 38.01亿 | 31.59 | | 300128 | 锦富技术 ...

智通财经APP获悉，中国石墨(02237)早盘涨超15%，截至发稿，涨13.92%，报0.45港元，成交额138.54 万港元。 消息面上，10月9日，商务部、海关总署联合公布对锂电池和人造石墨负极材料相关物项实施出口管制 的决定。提出对重量能量密度大于等于300Wh/kg的可充放电锂离子电池(包含电芯和电池组)、用于制造 可充放电锂离子电池的设备等锂电池相关物项与正极材料相关物项、石墨负极材料相关物项进行出口管 制。本公告自2025年11月8日起正式实施。《中华人民共和国两用物项出口管制清单》同步予以更新。 据悉，我国是全球最大的石墨生产国(占全球80%产量)、加工国(占全球75%负极材料产量)和消费国，形 成 "采矿 - 提纯 - 深加工 - 应用" 的完整产业链，具备成本控制与产能调配的灵活性。中国石墨是国内一 家销售鳞片石墨精矿及球形石墨的公司，主要从事将未加工石墨加工制成鳞片石墨精矿及球形石墨。 ...

Core Viewpoint - China Graphite (02237.HK) reported a total revenue of approximately RMB 39.8 million for the first half of 2025, reflecting a year-on-year increase of 9.3% [1] Revenue Breakdown - Revenue from the sale of spherical graphite and by-products was approximately RMB 4.8 million, showing a year-on-year decline of 52.9% [1] - Revenue from the sale of flake graphite concentrate reached approximately RMB 30.3 million, marking a year-on-year increase of 20.7% [1] - Sales of unprocessed marble contributed approximately RMB 4.6 million to the total revenue for the first half of 2025 [1] Profitability Metrics - The group achieved a gross profit of approximately RMB 6 million, representing a year-on-year increase of 106.9% [1] - The gross margin stood at 15.0%, which is an increase of 7.0 percentage points year-on-year [1] - The company recorded a net loss of approximately RMB 11.9 million, an improvement compared to a net loss of approximately RMB 16.2 million in the same period last year [1]

Core Insights - China Graphite (02237) reported a mid-year performance for 2025, with revenue of 39.795 million RMB, representing a year-on-year increase of 9.22% [1] - The company recorded a loss attributable to shareholders of 11.89 million RMB, which is a reduction of 26.69% compared to the previous year [1] - Basic loss per share was reported at 0.74 cents [1]

Core Viewpoint - China Graphite (02237) reported a mid-year performance for 2025, showing a revenue of 39.795 million RMB, which represents a year-on-year increase of 9.22% [1] Financial Performance - The company recorded a loss attributable to shareholders of 11.89 million RMB, which is a reduction of 26.69% compared to the previous year [1] - The basic loss per share is 0.74 fen [1]

Core Viewpoint - The conference held in Hegang, Heilongjiang, focused on transforming China's advantageous mineral resources, particularly graphite, into strategic emerging industries through high-quality development and collaboration among various stakeholders [1][5][8]. Group 1: Industry Development - The "China Graphite City" was officially named in Luobei County, which is home to the world's largest single crystalline graphite mine, the Yunshan Graphite Mine [3]. - The conference emphasized the importance of resource endowment and the transformation of resource advantages into industrial strengths, highlighting the role of leading companies like China Minmetals in this process [5]. - Hegang has established a comprehensive "1+N" graphite new materials industry development system, focusing on natural graphite resources and extending into various applications such as new energy materials and graphene [7]. Group 2: Technological Innovation - A joint technology research and demonstration center was established, marking a new phase of deep integration between production, education, and research in the graphite industry [5][7]. - The focus is on overcoming "bottleneck" technologies and achieving full-chain domestic production from raw materials to end products, with several high-end graphite products already launched [5][7]. Group 3: Environmental and Economic Goals - Hegang aims to create a national-level zero-carbon park, promoting the synergy between industrial development and ecological protection [8]. - The city is positioning itself to adapt to international green trade rules while enhancing its energy structure and supporting regional coordinated development [8].

Core Viewpoint - Guangdong Ruishengyuan Technology Co., Ltd. has been established with a registered capital of 1 million RMB, focusing on various technology and manufacturing services related to graphite, carbon products, batteries, and new materials [1] Company Summary - The company is engaged in a wide range of activities including technology services, development, consulting, and transfer [1] - It specializes in the manufacturing and sales of graphite and carbon products, graphene materials, and batteries [1] - The company also offers supply chain management services and information technology consulting [1] Industry Summary - The establishment of Guangdong Ruishengyuan Technology Co., Ltd. reflects the growing demand for advanced materials and battery technologies in the market [1] - The focus on new materials and biobased materials indicates a trend towards sustainable and innovative solutions in the industry [1]

Group 1 - The company expects a net loss of no more than RMB 12 million for the first half of 2025, compared to an estimated net loss of approximately RMB 16.2 million for the first half of 2024 [1] - The board believes the reduction in loss by approximately RMB 4.2 million is primarily due to effective production and cost control measures implemented by management in the first half of 2025, leading to an increase in gross margin [1] - Administrative expenses are expected to decrease compared to the first half of 2024 [1]

Core Viewpoint - China Graphite (02237.HK) expects to report a net loss of no more than RMB 12 million for the first half of 2025, compared to a net loss of approximately RMB 16.2 million for the first half of 2024 [1] Summary by Category - Financial Performance - The anticipated net loss for the first half of 2025 is projected to be no more than RMB 12 million [1] - The net loss for the first half of 2024 was approximately RMB 16.2 million [1]

Core Viewpoint - China Graphite (02237.HK) expects to record a net loss of no more than RMB 12.0 million for the first half of 2025, compared to a net loss of approximately RMB 16.2 million for the first half of 2024, indicating a reduction in losses due to effective production and cost control measures implemented by management [1] Financial Performance - The company anticipates a decrease in net loss by approximately RMB 4.2 million for the first half of 2025 compared to the same period in 2024 [1] - The improvement in financial performance is attributed to an increase in gross margin and a reduction in administrative expenses compared to the first half of 2024 [1]