Group 1: Company Overview - Nanfeng Co., Ltd. is the largest professional company in South China engaged in the design, development, manufacturing, and sales of ventilation and air treatment systems, primarily serving the nuclear power, subway, tunnel, large industrial and civil construction, and energy engineering sectors [2]. - The company holds a market share of approximately 70% in nuclear power projects, with a 90% share in nuclear island system equipment, and ranks among the top three in the subway and tunnel sectors [2]. Group 2: New Business Developments - The company is expanding its business by developing a heavy metal 3D printing project capable of producing large components with a diameter of 6 meters and a weight of 300 tons, which is a revolutionary technology in the manufacturing of key metal components for major industrial equipment [3]. - The joint debugging of the 3D printing project is currently underway, with the technical team aiming for trial production soon [3]. Group 3: Market Prospects - The PM2.5 air quality control electrostatic dust removal equipment targets markets such as subways, highways, and underground spaces, while the RWIS road surface anti-icing system is applicable to bridges, airports, and highway slopes, indicating a promising market outlook for both products [4]. - The acquisition of Zhongxing Equipment enhances the company's position in the energy engineering special pipe fittings industry, with a market share exceeding 80% in coal chemical and petrochemical sectors [4]. Group 4: Financial Performance and Future Commitments - Zhongxing Equipment is expected to gradually increase its production capacity from 11,000 tons to around 20,000 tons by 2018, alleviating production bottlenecks and supporting profit commitments [5]. - The company plans to disclose its 2014 annual performance in January, adhering to regulatory requirements [5].

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：20140626、20140701 | --- | --- | --- | |------------|--------------------------------------------|----------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系 | | ■特定对象调研 □分析师会议 | | 活动类别 | | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 | | | 参与单位名 | | 嘉实基金：栾峰、张尛；诺安基金：夏俊杰；东方证券：李成；海达投资： | | 称及人员姓 | | 谭秋燕；中银基金：曹娜；兴业全球基金：沈胤；国君资管：金润；中海基 | | 名 | | 金：付晴；东方证券：张星；大成基金：李先生；鹏华基金:袁先生；越秀 集团：凌先生； ...

Group 1: Company Overview and Technology - The company specializes in heavy metal components using a new 3D printing technology that is environmentally friendly and efficient [1] - The 3D printing process utilizes proprietary alloy steel and special powders, achieving high density and performance in the final products [1] Group 2: Manufacturing Advantages - The manufacturing process does not require large-scale melting and casting infrastructure, which reduces initial investment [2] - Material utilization rates can reach 65-85%, minimizing waste and saving costs [2] - The production cycle is short, with fewer processes involved, leading to lower overall costs [2] Group 3: Production Capacity and Progress - The company’s specialized equipment can produce approximately 10 tons per day, totaling 3,600 tons annually, with a potential revenue of 500 million yuan at full capacity [2] - The company is currently finalizing documents for the production of simulation parts for nuclear power applications, with production expected to commence upon approval [2] Group 4: Market Expansion and Future Plans - The company is exploring opportunities in PM2.5 air quality control technology, targeting markets such as subways and tunnels [2] - There are no current plans for capital increases or mergers, but future strategies will leverage capital markets for growth [3]

Group 1: Company Overview and Business Segments - The company generates approximately 40%-50% of its main business revenue from the nuclear power sector, while the subway and tunnel sectors account for about 10%-20% [1] - The company has undertaken the total contracting of the third-generation nuclear power technology (EPR) for the Taishan Nuclear Power Plant's HVAC system, including detailed design and manufacturing [1] Group 2: Production Capacity and Regulatory Impact - The company suspended the design and manufacturing of nuclear-grade fans and valves due to regulatory penalties starting from February, which affected its business operations in the first half of the year [3] - Approximately 20 million yuan worth of sales contracts for nuclear-grade fans and valves were delayed due to the regulatory penalties, but these orders will resume once the regulatory review is passed [3] Group 3: Heavy Metal 3D Printing Technology - The acquisition of Zhongxing Equipment is strategically aimed at enhancing the company's heavy metal 3D printing capabilities, which can potentially replace traditional casting and forging processes [3] - The company has a first-mover advantage in the heavy metal 3D printing field, with no similar technologies currently identified in the market [4] - The heavy metal 3D printing technology is primarily applied in industries such as nuclear power, thermal power, hydropower, metallurgy, and chemical engineering [4] Group 4: Project Progress and Future Plans - The company signed a contract with the Shanghai Nuclear Engineering Research and Design Institute for the development of a nuclear main steam pipeline penetration component, with production readiness in progress [4] - The company aims to expand the application of 3D printing technology beyond the nuclear sector into other fields, creating an industrial ecosystem for 3D printing [4]

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：20150731 | --- | --- | --- | --- | |--------------|-------------------------|--------------------------------------------------|-----------------------------------------------------------------------------| | | | | | | 投资者关系活 | | ■特定对象调研 □分析师会议 | | | 动类别 | | □媒体采访 □业绩说明会 | | | | | □新闻发布会 □路演活动 | | | | □现场参观 | | | | | □其他 | | | | 参与单位名称 | | | 安信证券：朱文骏；泰信基金：董季周；广发证券：李宗锐；银石投资：杨中一； | | 及人员姓名 | 黎先生 | | 中金公司：陈凯；国泰君安：常微；天风天成资管：华通；个人投资者：毛先生、 | | | 时间 2015 年 7 月 31 日 | | ...

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：20150826 | --- | --- | --- | |-----------------------|------------------------------|---------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系 | □特定对象调研 | □分析师会议 | | 活动类别 | | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | | □现场参观 | | | | ■其他 电话交流会 | | | 参与单位名 | | | | 称及人员姓 | 安信证券及其他投资者 | | | 名 | | | | 时间 | 2015 年 8 月 26 日 | | | 地点 | 公司 | | | 上市公司接 待人员姓名 | 董事会秘书、副总经理邱少媚 | | | | | | | ...

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：20150514-0515 | --- | --- | --- | |------------|------------------------------------|----------------------------------------------------------------------| | | | | | 投资者关系 | ■特定对象调研 □分析师会议 | | | 活动类别 | □媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 | | | 参与单位名 | | 广证恒生：张广文、叶文辉、黄咏琰、黄础文、庄蕙铭；国泰君安：常微 | | 称及人员姓 | | 东吴资管：李果；个人投资者：毛先生、王先生、姚先生、王先生、杜先生、 | | 名 | 刘先生；国金证券：沈伟杰 | | | | 时间 2015 年 5 月 14 日~5 月 15 日 | | | 地点 公司 | | | | 上市公司接 | | 董事长、总经理杨子善；董事会秘书、副 ...