Core Insights - Company has received a bid notification from China General Nuclear Power Engineering Co., Ltd. confirming it as the winning bidder for two projects related to air conditioning units and HVAC system dampers with total bid amounts of 45.7 million and 47.17 million yuan respectively [1] Summary by Categories - **Project Details** - The company has been awarded the "TY Project LOT150Ad Air Conditioning Units and Heat Exchangers" and "TY Project LOT150Ac, Ah and HVAC System Dampers (Section 1)" [1] - The total bid amounts for the projects are 45.7 million yuan and 47.17 million yuan [1] - **Impact on Business** - These projects are not expected to affect the company's business independence [1] - The projects are anticipated to have a positive impact on the company's operating performance starting from 2027 and beyond [1] - **Contract Status** - Formal contracts for the projects have not yet been signed, and specific details and delivery timelines will be determined upon signing [1]

Core Viewpoint - Nanfeng Co., Ltd. has been awarded contracts for HVAC systems and heat exchangers, indicating a significant business development opportunity for the company [1] Group 1 - Nanfeng Co., Ltd. received a bid notification from China General Nuclear Power Engineering Co., Ltd. confirming its status as the winning bidder for two projects [1] - The awarded contracts include "TY Project LOT150Ad air conditioning units and heat exchangers" with a contract value of RMB 45.7 million and "TY Project LOT150Ac, Ah and HVAC system air valves (Section 1)" with a contract value of RMB 47.17 million [1]

Core Points - The company, NanFeng Co., has received a bid notification from China General Nuclear Power Engineering Co., confirming it as the winning bidder for two projects related to HVAC systems and air conditioning units [1] - The winning bid for the air conditioning units and heat exchangers amounts to RMB 45.7 million, with a planned delivery date of July 31, 2027 [1] - The bid for the HVAC system dampers (Segment 1) is valued at RMB 47.17 million, with a planned delivery date of August 31, 2027 [1] - The formal contract signing and successful implementation of these projects are expected to positively impact the company's operating performance in 2027 and beyond [1]

智通财经APP讯，南风股份(300004.SZ)公告，公司近日收到中广核工程有限公司发出的中标通知书，公 司被确认为"TY项目LOT150Ad空调机组及换热器"、"TY项目LOT150Ac、Ah及HVAC系统风阀(标段 1)"的中标方，中标金额分别为4570万元、4717万元。 ...

证券代码：300004 证券简称：南风股份 公告编号：2025-030 南方风机股份有限公司 关于收到中标通知书的公告 本公司及其董事会全体成员保证公告内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 南方风机股份有限公司（以下简称"公司"）于近日收到中广核工程有限公 司发出的中标通知书，公司被确认为"TY 项目 LOT150Ad 空调机组及换热器"、 "TY 项目 LOT150Ac、Ah 及 HVAC 系统风阀（标段 1）"的中标方。现将具体 情况说明如下： 一、中标项目主要内容 （一）TY 项目 LOT150Ad 空调机组及换热器 1、招标方：中广核工程有限公司 2、中标人：南方风机股份有限公司 3、中标金额：人民币 4,570 万元 4、设备名称：空调机组、冷却/加热盘管、直接蒸发式空调器、加湿器及消 声器设备，包括设备的设计、制造、包装运输、文件，以及设备安装调试必要的 消耗品、专用工具和现场服务等。具体招标范围和要求以招标文件规定为准。 5、计划交货日期：首批交货日期为2027年7月31日 （二）TY 项目 LOT150Ac、Ah 及 HVAC 系统风阀（标段 1） 注册资本：408,6 ...

Group 1: Company Overview - Southern Wind Power Co., Ltd. is engaged in 3D printing technology, focusing on high-precision manufacturing and complex geometric structures [2] - The company is currently in the process of expanding its production capabilities, including facility renovations and equipment procurement [3] Group 2: Market Insights - The liquid cooling market in China is projected to reach CNY 184 billion in 2024, with expectations to grow to CNY 1,300 billion by 2029 [3] - 3D printing technology offers significant advantages over traditional manufacturing, including material savings and design flexibility [2] Group 3: Business Development - Southern Additive is primarily providing 3D printing services for various materials, including stainless steel and titanium alloys, targeting sectors like aerospace and military [3] - The company is currently in the negotiation and sample delivery stages for its 3D printing business, which is not expected to significantly impact this year's financial performance [3] Group 4: Talent Development - Southern Additive is enhancing its R&D capabilities through external recruitment and partnerships with universities and research institutions [3]

Group 1 - The core point of the news is that Nanfeng Co., Ltd. experienced a decline of 5.08% in its stock price, reaching 10.64 CNY per share, with a trading volume of 169 million CNY and a turnover rate of 3.24%, resulting in a total market capitalization of 5.107 billion CNY [1] - Nanfeng Co., Ltd. is located in Nanhai District, Foshan City, Guangdong Province, and was established on May 24, 1999. The company was listed on October 30, 2009, and its main business involves the research, production, and sales of ventilation and air treatment systems, as well as heavy metal 3D printing technology. The revenue composition is 99.36% from ventilation and air treatment systems and 0.64% from 3D printing services [1] Group 2 - Among the top ten circulating shareholders of Nanfeng Co., Ltd., one fund from Huaxia Fund ranks as a significant shareholder. Huaxia Stable Growth Mixed Fund (519029) entered the top ten circulating shareholders in the third quarter, holding 2.2179 million shares, which accounts for 0.46% of the circulating shares. The estimated floating loss today is approximately 1.2642 million CNY [2] - Huaxia Stable Growth Mixed Fund (519029) was established on August 9, 2006, with a current scale of 1.2 billion CNY. Year-to-date returns are 40.3%, ranking 1621 out of 8140 in its category; the one-year return is 36.08%, ranking 1826 out of 8057; and since inception, the return is 498.81% [2]

Core Viewpoint - NanFeng Co., Ltd. has experienced significant stock price fluctuations and changes in financial performance, with a notable increase in stock price year-to-date but a decline in revenue and net profit for the first nine months of 2025 [2][3]. Financial Performance - As of September 30, 2025, NanFeng Co., Ltd. reported a revenue of 393 million yuan, a year-on-year decrease of 6.52% [2]. - The net profit attributable to the parent company was approximately 33.45 million yuan, reflecting a year-on-year decline of 20.28% [2]. - The company has cumulatively distributed 107 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Stock Market Activity - The stock price of NanFeng Co., Ltd. has increased by 85.04% year-to-date, with a recent 5-day increase of 2.15% and a 20-day decrease of 3.80% [2]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on September 15, where it recorded a net buy of 132 million yuan [2]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 26.34% to 41,200, while the average circulating shares per person decreased by 20.85% to 11,663 shares [2]. - Among the top ten circulating shareholders, Huaxia Stable Growth Mixed Fund is the ninth largest shareholder, holding 2.22 million shares as a new investor [3]. Company Overview - NanFeng Co., Ltd. is located in Foshan, Guangdong Province, and was established on May 24, 1999, with its stock listed on October 30, 2009 [2]. - The company's main business involves the research, production, and sales of ventilation and air treatment systems, as well as heavy metal 3D printing technology, with 99.36% of revenue coming from ventilation systems and 0.64% from 3D printing services [2].

Core Viewpoint - Nanfeng Co., Ltd. (300004) is actively engaging in business discussions and sample deliveries related to its 3D printing operations with clients in various sectors including shoe molds, military aerospace, and heat dissipation [1] Group 1 - The company is focusing on expanding its 3D printing business through negotiations with clients [1] - Key sectors targeted for collaboration include shoe molds, military aerospace, and heat dissipation [1]

Core Viewpoint - Nanfeng Co., Ltd. is actively engaging in business discussions and sample deliveries related to its 3D printing operations with clients in various sectors, including shoe molds, military aerospace, and heat dissipation [1] Group 1 - Nanfeng Co., Ltd. is involved in negotiations for its 3D printing business [1] - The company is targeting multiple industries such as shoe molds, military aerospace, and heat dissipation [1]