证券代码：300145 证券简称：南方泵业 公告编号：2025-066 南方泵业股份有限公司 关于控股股东一致行动人部分股份解除质押 及再质押的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、 误导性陈述或者重大遗漏。 南方泵业股份有限公司（以下简称"本公司"或"公司"）近日接到股东沈 金浩先生的通知，获悉沈金浩先生将其所质押的公司部分股份办理了解除质押及 再质押的手续，具体事项如下： 一、本次股份业务办理情况 本次质押股份不存在负担重大资产重组等业绩补偿义务的情况。 二、控股股东及一致行动人股份累计质押的情况 1 截至本公告日，公司控股股东无锡市市政公用产业集团有限公司（以下简称 "无锡市政"）及一致行动人股份累计被质押的情况如下： | | | | | | 占其 | 占公 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 名称 | 持股数量 （股） | 持股 比例 （%） | 本次质押 前质押股 份数量 | 本次质押后 质押股份数 量（ ...

Group 1 - The company, Southern Pump Industry, reported that as of October 31, 2025, the total number of shareholders is 56,906, with 4,871 institutional investors [2]

Core Viewpoint - The company Southern Pump Industry's subsidiary Tigerflow is focused on developing and providing heat pump drive equipment for data centers, emphasizing the importance of cooling solutions in this sector [1] Group 1: Company Operations - Tigerflow's primary business involves providing heat pump drive equipment that transfers heat from the data center to cooling towers or dry coolers for dissipation [1] - The company is also working on modifying and developing liquid cooling pump products to meet American standards, aiming to utilize its own Tigerflow brand pumps in data center projects [1]

Group 1 - The company, Southern Pump Industry, stated on November 7 that it currently has no products or technological reserves related to thorium-based molten salt [1]

Company Overview - Southern Pump Industry (SZ 300145) announced that as of the date of the announcement, Shen Jinhao has pledged a total of 55.05 million shares, accounting for 36.37% of his total holdings [1] Financial Performance - For the first half of 2025, the revenue composition of Southern Pump Industry is as follows: 89.25% from the pump manufacturing sector, 4.35% from the surveying and design sector, 3.25% from hazardous waste disposal and resource recovery, 2.13% from environmental evaluation and design services, and 1.02% from the environmental protection industry [1] Market Capitalization - As of the report, the market capitalization of Southern Pump Industry is 8.6 billion yuan [1]

Core Viewpoint - The announcement from Southern Pump Industry indicates that shareholder Shen Jinhao has both released and re-pledged shares, reflecting ongoing financial maneuvers within the company [1] Group 1 - Shen Jinhao has released a pledge on 20.775 million shares, which accounts for 13.72% of his holdings and 1.08% of the company's total share capital [1] - Simultaneously, Shen Jinhao has re-pledged the same amount of 20.775 million shares, maintaining the same percentages in terms of his holdings and the company's total share capital [1]

证券代码：300145 证券简称：南方泵业 公告编号：2025-065 南方泵业股份有限公司 关于控股股东一致行动人部分股份解除质押 及再质押的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、 误导性陈述或者重大遗漏。 南方泵业股份有限公司（以下简称"本公司"或"公司"）近日接到股东沈 金浩先生的通知，获悉沈金浩先生将其所质押的公司部分股份办理了解除质押及 再质押的手续，具体事项如下： 一、本次股份业务办理情况 1、股东部分股份解除质押基本情况 | 股东 | 是否为控股股东 | 本次解除质 | 占其所持 | 占公司总股 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 或第一大股东及 | 押股份数量 | 股份比例 | 本比例（%） | 质押起始日 | 质押解除日 | 质权人 | | | 其一致行动人 | （股） | （%） | | | | | | 沈金浩 | 是 | 20,775,000 | 13.72 | 1.08 | 2025.3.12 | 2025.11.3 | 国联民生证券 股份有限公司 | 上述 ...

证券代码：300145 证券简称：南方泵业 公告编号：2025-064 南方泵业股份有限公司 关于公司 2022 年限制性股票激励计划 第二个解除限售期解除限售股份上市流通的提示性公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、 误导性陈述或者重大遗漏。 重要内容提示： 1、本次解除限售股份可上市流通日为 2025 年 11 月 7 日（星期五）。 2、符合本次解除限售条件的激励对象共计 211 人。 3、本次可解除限售的限制性股票数量 7,836,985 股，占目前南方泵业股份 有限公司（以下简称"公司"或"南方泵业"）总股本 1,920,900,236 股的 0.4080%。 根据《公司 2022 年限制性股票激励计划（草案）（修正稿）》（以下简称 "《公司激励计划草案（修正稿）》"）规定的第二个解除限售期解除限售条件, 经公司 2022 年第二次临时股东大会授权，公司于 2025 年 10 月 24 日召开第六届 董事会第七次会议、第六届监事会第五次会议，均审议通过了《关于公司 2022 年限制性股票激励计划第二个解除限售期解除限售条件成就的议案》，同意为 211 名符合解除限 ...

证券代码：300145 证券简称：南方泵业 公告编号：2025-063 南方泵业股份有限公司 南方泵业股份有限公司 关于主体信用评级结果的公告 董 事 会 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、 误导性陈述或者重大遗漏。 2025 年 11 月 3 日 南方泵业股份有限公司（以下简称"公司"）委托信用评级机构东方金诚国 际信用评估有限公司（以下简称"东方金诚"）对公司信用状况进行了评级。 东方金诚对公司信用状况进行综合分析和评估，出具了《南方泵业股份有限 公司主体信用评级报告》，评定公司主体信用等级为 AA+，评级展望为稳定，评 级结果自 2025 年 10 月 27 日至 2026 年 10 月 26 日有效。 特此公告。 ...

Macro Overview - 2025 is characterized as a turning point for China's macroeconomic landscape, with expectations for a brighter macroeconomic outlook in 2026 [2] - The U.S. economy is experiencing a dual-speed growth pattern, with rapid expansion in AI-related investments and slightly below-trend growth in traditional sectors [2][3] Investment Strategy - The profit cycle is expected to rebound due to approaching turning points in capacity and inventory cycles, with positive signals from the real estate cycle and overseas expansion [3] - Relative valuations in the Chinese market still have room for improvement, making Chinese assets attractive [3] - The market style is anticipated to rebalance rather than switch, focusing on seven key investment themes including policy, technology, real estate, and capital market reforms [3][4] Fixed Income Market - The global investment landscape is expected to see a shift with a focus on domestic demand and technology, leading to a potential recovery in nominal GDP growth [6] - The bond market is likely to exhibit characteristics of low interest rates and high volatility, with a projected yield range for ten-year government bonds between 2.0% and 2.1% [6] Equity Market Insights - The insurance sector is shifting towards dividend insurance products, with positive sales trends expected to continue into 2026 [8] - The securities market is undergoing a transformation, with low interest rates enhancing the attractiveness of equity assets and sustainable inflows of new capital [9] Company-Specific Analysis - Xinquan Co., Ltd. reported Q3 revenue of 3.954 billion yuan, a year-on-year increase of 14.91%, but net profit decreased by 27.10% due to competitive pressures [10] - Jifeng Co., Ltd. achieved Q3 revenue of 5.608 billion yuan, with a net profit increase of 116.62% year-on-year, indicating strong order backlog and production ramp-up [11] - Guobo Electronics reported Q3 revenue of 498 million yuan, with a focus on mobile terminal expansion and military product recovery [12] - Icewheel Environment's Q3 revenue grew by 6.88% year-on-year, supported by recovery in commercial cold chain and new applications in data centers [13] - Changfei Optical Fiber's Q3 revenue increased by 16.27% year-on-year, driven by AI data communication demand [14] Sector Performance - The traditional energy sector, represented by Gansu Energy, showed a revenue increase of 1.33% year-on-year in Q3, benefiting from strong profitability in hydropower [26] - The pump manufacturing sector, led by Southern Pump, is expanding into new applications such as liquid cooling and data centers, with Q3 revenue showing a slight decline but net profit growth [27]