（文章来源：证券日报） 证券日报网讯 2月24日，南风股份在互动平台回答投资者提问时表示，目前子公司南方增材正就3D打印 技术在多个领域的应用进行送样、业务洽谈等，相关业务尚处于起步阶段，敬请注意投资风险。 ...

Group 1 - The company is nearing completion of the second phase capacity construction for its Southern Additive project, which was initially expected to be completed by early January [2] - The company confirmed that the renovation of the factory and the procurement and debugging of equipment are almost finished, and discussions with relevant customers are proceeding normally [2] - The company will comply with the regulations of the China Securities Regulatory Commission and the Shenzhen Stock Exchange regarding information disclosure in case of significant developments [2]

Financial Projections - The estimated net profit attributable to shareholders for 2025 is projected to be between ¥30 million and ¥45 million, representing a decrease of 59.72% to 39.59% compared to the previous year[4]. - The estimated net profit after deducting non-recurring gains and losses is projected to be between ¥28.5 million and ¥42.75 million, reflecting a decline of 59.50% to 39.25% year-over-year[4]. Performance Factors - The primary reason for the performance decline is the delay in supply due to customer project progress, leading to a slight decrease in revenue and a reduction in overall gross margin[6]. - Non-recurring gains and losses are expected to impact profits by approximately ¥1.5 million for the year[6]. Audit Status - The performance forecast is based on preliminary calculations by the finance department and has not yet been audited by the accounting firm[7].

截至2026年1月28日收盘，南风股份(300004)报收于15.54元，下跌4.37%，换手率8.73%，成交量41.92万 手，成交额6.55亿元。 当日关注点 来自交易信息汇总：1月28日主力资金净流出1398.11万元，散户资金净流入1518.26万元。 交易信息汇总资金流向 1月28日主力资金净流出1398.11万元；游资资金净流出120.14万元；散户资金净流入1518.26万元。 董秘最新回复 投资者： 请问公司南方增材三期厂房是否建成？设备预计什么时候采购扩产？谢谢！ 董秘： 您好，目前南方增材相关业务尚处于前期培育阶段，未来公司将根据客户订单情况逐步扩产。 后续若有重大进展，公司将严格遵守证监会、深交所的相关规定，及时履行信息披露义务。感谢您的关 注！ 投资者： 请问公司南方增材二期厂房和设备是否已经验收具备投产条件？客户预计什么时候验厂？谢 谢！ 董秘： 您好，目前南方增材二期厂房改造及设备采购工作即将完成。与相关客户的送样、业务洽谈工 作正常进行中。后续若有重大进展，公司将严格遵守证监会、深交所的相关规定，及时履行信息披露义 务。感谢您的关注！ 以上内容为证券之星据公开信息整理，由AI算 ...

Core Viewpoint - Nanfeng Co., Ltd. (300004) is currently in the early stages of developing its 3D printing business through its subsidiary, Nanfang Additive, and has not yet achieved large-scale orders, which will have a limited short-term impact on the company's overall performance [1] Group 1 - The company is exploring diversified market expansion for its 3D printing business [1] - The related business is still in the cultivation phase and has not formed significant scale orders [1] - The short-term impact on the company's overall operating performance is limited [1]

Group 1 - The core viewpoint of the article is that Nanfeng Co. has no current financing needs for its subsidiary, Nanfang Additive, and future financing will depend on the usage of funds and market conditions [2] Group 2 - Nanfeng Co. indicated that the scale of future financing will primarily depend on market conditions and business development [2]

（编辑 王雪儿） 证券日报网1月20日讯 ，南风股份在接受调研者提问时表示，目前公司暂无股权激励计划，未来公司将 根据整体战略规划及发展需要，综合市场及资金安排等因素适时研究股权激励相关方案。若有相关规 划，公司将按照相关规定及时履行信息披露义务。 ...

Core Viewpoint - Nanfeng Co., Ltd. is currently in the early stages of developing its 3D printing business, focusing on applications in various sectors such as shoe molds, military, aerospace, and heat dissipation, with limited impact on overall business performance in the short term [1] Group 1 - Nanfeng Co., Ltd. is exploring diversified market expansion for its 3D printing business [1] - The relevant business is still in the early cultivation stage and has not yet formed large-scale orders [1] - The short-term impact on the company's overall operating performance is limited [1]

证券代码：300004 证券简称：南风股份 南方风机股份有限公司投资者关系活动记录表 编号：20260119 | | 特定对象调研 □分析师会议 ☑ | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | 现场参观 ☑ | | | □其他 | | | 华泰证券 田莫充 春晖基金 冯伟贤、黄梓俊 | | | 天风证券 任 康 宝新投资 乐梦琦、舒 玙 | | | 招商证券 朱艺晴 宏惟创世 张玮、谢廷兰 | | 参与单位名称及 | 甬兴证券 凌展翔 中盛晨嘉基金 王方略 | | 人员姓名 | 国联民生 周晓萌 申万研究所 傅浩玮 | | | 南方基金 于泽群 财沣投资 吕 喆 | | | 坤酉基金 冷 波 和君资本 王明贵 | | 时间 | 年 月 日 2026 01 19 | | 地点 | 南方风机股份有限公司 | | 上市公司接待人 | 董事会秘书：王娜女士 | | 员姓名 | 南方增材总经理：卢迪先生 | | | 董事会秘书王娜女士简要介绍了公司的基本情况和业务特 | | | 点，以及公司近期的经营情况。 | | | 投资者 ...

Market Overview - A-share major indices showed a significant rebound this week, with the weekly performance of the indices as follows: CSI 300 at -0.57%, ChiNext 300 at 1.39%, STAR 50 at 2.58%, CSI 500 at 2.18%, CSI 1000 at 1.27%, and the humanoid robot index at 1.48%, with the STAR 50 showing the most notable recovery [1] Recent Events and Highlights - China applied to the International Telecommunication Union (ITU) for frequency resources for over 200,000 satellites, with more than 190,000 satellites coming from the newly established Radio Innovation Institute. Experts are optimistic about the institute's role in integrating industry resources and leveraging China's large market to accelerate its industry to catch up with SpaceX [2] Current Perspectives - The establishment of the humanoid robot and embodied intelligence standardization technical committee by the Ministry of Industry and Information Technology is viewed positively for the humanoid robot industry chain, with related companies including Hengshuai Co., Junpu Intelligent, Anpeilong, Keda Li, Lens Technology, Changying Precision, Sanhua Intelligent Control, Fengmao Co., Top Group, and Wuzhou Xinchun [3] - Guangdong has launched its first provincial-level drone governance system, creating a drone resource pool and a provincial management platform to build a "one network for unified flight" service ecosystem, with related companies including Xindong Link, Wanfeng Aowei, Wolong Electric Drive, and Zongshen Power [3] - The China Academy of Information and Communications Technology's Tair System Laboratory recently issued a liquid cooling capability testing report and certificate to Shenzhen Invech Technology Co., indicating that AI data center construction is expected to drive demand for liquid cooling equipment, with related companies including Invech, Nanfeng Co., Chuanrun Co., and Bojie Co. [3] - China's application to the ITU for over 200,000 satellites coincides with the U.S. Federal Communications Commission granting SpaceX significant authorization to build, deploy, and operate an additional 7,500 second-generation Starlink satellites, with related companies including Superjet Co., Xindong Link, Guoji Precision, and Electric Science Digital [3]