来源：新浪证券-红岸工作室 9月29日，星球石墨涨0.91%，成交额1367.76万元，换手率0.37%，总市值36.68亿元。 异动分析 一带一路+专精特新+高端装备 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、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 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部专精特新 小巨人企业名单。 3、公司是 ...

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 (8.67% and 5.90%) [7]. - As of June 30, 2025, the company reported a revenue of 310 million yuan, a year-on-year increase of 5.77%, while the net profit attributable to shareholders decreased by 24.50% to 46.67 million yuan [7]. Market Position and Recognition - The company is recognized as one of the first batch of "specialized, refined, distinctive, and innovative" small giant enterprises in China, indicating its strong focus on niche markets and innovation capabilities [2][3]. - The company has a leading position in technology within the domestic industry and aims to enhance its competitiveness and stability in the supply chain [3]. Recent Developments - The company signed a product sales contract with Adani Group's subsidiary for a project involving 100,000 tons of green PVC, with a total contract value of approximately 29.99 million yuan [2]. - The company successfully ignited a new hydrochloric acid synthesis furnace for its recent projects in Vietnam, indicating progress in its international project execution [2]. Financial and Trading Insights - The company's stock had a trading volume of 22.24 million yuan with a market capitalization of 3.686 billion yuan, reflecting a slight increase of 0.47% [1]. - The average trading cost of the stock is 26.75 yuan, with a current support level at 25.55 yuan [6].

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]. Group 1: 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 services 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 (15.57%) [7]. - The company is recognized as one of the first batch of "specialized, refined, distinctive, and innovative" small giant enterprises in China, indicating its strong innovation capabilities and market position [3]. Group 2: Recent Developments - The company signed a product sales contract with Adani Group's subsidiary for a project involving 100,000 tons of green PVC, with a total contract value of approximately 29,990.73 million RMB [2]. - The company successfully ignited a three-in-one hydrochloric acid synthesis furnace for its recent projects in Vietnam, indicating progress in its international operations [2]. Group 3: Financial Performance - For the first half of 2025, the company reported a revenue of 310 million RMB, representing a year-on-year growth of 5.77%, while the net profit attributable to shareholders decreased by 24.50% to 46.67 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 4: Market Position and Trading Activity - The company's stock experienced a slight increase of 0.57% on September 11, with a trading volume of 31.87 million RMB and a market capitalization of 3.796 billion RMB [1]. - The stock's average trading cost is 26.77 RMB, with a current price near the support level of 26.23 RMB, indicating potential volatility [6].

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 services 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 (8.67% and 5.90%) [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 $44.33 million (about 299.91 million RMB) [2]. - A recent project in Vietnam successfully ignited a hydrochloric acid synthesis furnace, indicating the company's ongoing commitment to innovation and 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 market position and technological capabilities [3]. - The designation of "small giant" signifies the company's focus on niche markets, strong innovation capabilities, high market share, and mastery of key technologies [3]. Financial Performance - For the first half of 2025, the company reported revenue of 310 million RMB, a year-on-year increase of 5.77%, while the net profit attributable to shareholders decreased by 24.50% to approximately 46.67 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]. Market Activity - On September 10, the company's stock price fell by 2.92%, with a trading volume of approximately 35.68 million RMB and a market capitalization of 3.77 billion RMB [1]. - The stock has seen a net outflow of 3.92 million RMB from major investors, indicating a reduction in holdings over the past two days [4][5].

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]. Group 1: 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 services 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 (8.67% and 5.90%) [7]. - The company is recognized as one of the first batch of "specialized, refined, distinctive, and innovative" small giant enterprises in China, indicating its strong innovation capabilities and market position [3]. Group 2: Recent Developments - The company signed a product sales contract with Adani Group's subsidiary for a total amount of approximately 29,990.73 million RMB, involving the supply of graphite equipment for a 1 million ton green PVC project [2]. - The company successfully ignited a three-in-one hydrochloric acid synthesis furnace for its recent projects in Vietnam, indicating progress in its international operations [2]. Group 3: Financial Performance - For the first half of 2025, the company reported a revenue of 310 million RMB, reflecting a year-on-year growth of 5.77%, while the net profit attributable to shareholders decreased by 24.50% to 46.67 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 4: Market Position and Trends - The company is positioned within the mechanical equipment sector, specifically in specialized equipment for energy and heavy industries, and is part of various concept sectors including small-cap, energy conservation and environmental protection, and the Belt and Road Initiative [7]. - The stock has seen a recent increase of 3.67% in value, with a total market capitalization of 3.777 billion RMB [1].

Core Viewpoint - The company, Nantong Xingqiu 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 Xingqiu 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 services (8.67%) [7]. - As of June 30, 2025, the company reported a revenue of 310 million yuan, a year-on-year increase of 5.77%, while the net profit attributable to shareholders decreased by 24.50% to 46.67 million yuan [7]. Market Position and Recognition - The company is recognized as one of the primary suppliers of graphite chemical equipment and has been designated as a "specialized, refined, distinctive, and innovative" small giant enterprise by the Ministry of Industry and Information Technology [2][3]. - This designation highlights the company's focus on niche markets, strong innovation capabilities, high market share, mastery of key technologies, and superior quality and efficiency [3]. Recent Developments - The company signed a product sales contract with Adani Group's subsidiary Mundra for a total amount of approximately 29.99 million yuan, involving the supply of graphite equipment for a 1 million ton green PVC project [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]. Financial Performance and Shareholder Information - The company has distributed a total of 205 million yuan in dividends since its A-share listing, with 140 million yuan distributed over the past three years [8]. - As of June 30, 2025, the number of shareholders decreased by 10.42% to 3,524, while the average circulating shares per person increased by 11.63% to 40,795 shares [7].

Core Viewpoint - The company, Xingqiu Graphite, is a leading supplier of graphite chemical equipment and has recently signed significant contracts, indicating strong international market expansion potential [2][3]. Company Overview - Xingqiu Graphite is located in Jiangsu Province and was established in October 2001, with its stock listed 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]. Recent Developments - The company has signed a product sales contract with Adani Group's subsidiary for a green PVC project, valued at approximately 29,990.73 million RMB, which demonstrates its capability to secure large international contracts [2]. - The company has successfully ignited a new project in Vietnam, further showcasing its operational capabilities and commitment to expanding in Southeast Asia [2]. Industry Position - Xingqiu Graphite is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title in China, indicating its strong market position and technological capabilities [3]. - The company is positioned within the mechanical equipment sector, specifically in specialized equipment for energy and heavy industries, and is associated with concepts such as small-cap stocks, specialized innovation, energy conservation, and the Belt and Road Initiative [7]. Financial Performance - For the first quarter of 2025, the company reported a revenue of 1.28 billion RMB, reflecting a year-on-year growth of 8.39%, while the net profit attributable to shareholders decreased by 40.81% to 167.93 million RMB [7]. - Since its A-share listing, the company has distributed a total of 2.05 billion RMB in dividends, with 1.40 billion RMB distributed over the past three years [8].

来源：新浪证券-红岸工作室 8月26日，星球石墨涨1.27%，成交额6328.53万元，换手率1.63%，总市值38.93亿元。 异动分析 (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 高端装备+一带一路+专精特新 1、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。 2、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 ...

Core Viewpoint - The company, Xingqiu Graphite, is a leading supplier of graphite chemical equipment and has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise in China, indicating its strong market position and technological capabilities [2][3]. Company Overview - Xingqiu Graphite specializes in the research, production, sales, and maintenance of graphite equipment, with main products including graphite synthesis furnaces and graphite heat exchangers [2][7]. - The company was established on October 24, 2001, and went public on March 24, 2021. Its revenue composition includes 53.78% from graphite equipment, 20.66% from equipment parts, 10.99% from maintenance services, and 8.67% from other sources [7]. Recent Developments - The company signed a product sales contract with Adani Group's subsidiary Mundra for a green PVC project, amounting to approximately 29,990.73 million RMB (44,334,166 USD) for 100,000 tons of specialized graphite equipment [2]. - Recent successful ignition of a three-in-one hydrochloric acid synthesis furnace for a project in Vietnam indicates the company's ongoing international market expansion efforts [2]. Financial Performance - For the period from January to March 2025, the company achieved a revenue of 128 million RMB, representing a year-on-year growth of 8.39%, while the net profit attributable to shareholders decreased by 40.81% to 16.79 million RMB [7]. - The company has distributed a total of 205 million RMB in dividends since its A-share listing, with 140 million RMB in the last three years [8]. Market Position - The company is classified under the mechanical equipment sector, specifically in specialized equipment for energy and heavy machinery, and is part of various concept sectors including small-cap stocks, the Belt and Road Initiative, energy conservation and environmental protection, and specialized innovation [7].

Group 1 - The company emphasizes the importance of expanding into overseas markets and plans to establish Beijing Plannide Engineering Technology Co., Ltd. in 2024 to enhance its overseas business capabilities [1] - The company aims to promote graphite equipment and complete systems in international markets by leveraging a team with overseas project resources and management experience [1] - Successful orders for graphite synthesis furnaces and other products have been signed, indicating effective overseas promotion efforts [1] Group 2 - The company is a major supplier of graphite processing equipment in China, focusing on providing efficient and energy-saving specialized equipment for downstream application industries [1] - The company maintains a leading position in the industry due to its unique advantages in production capacity, research and development, and market capabilities [1] - The company has developed a comprehensive industrial structure that integrates materials, equipment, systems, and services, contributing to the development of high-end equipment industries [1]