Core Viewpoint - The company, Southern Pump Industry (300145), has indicated that its subsidiary, Huzhou Nanfeng Machinery Manufacturing Co., Ltd., currently does not have products directly applied in the aerospace field. However, the company plans to monitor the pump demand in the aerospace sector and prepare for potential market opportunities in the future [1]. Group 1 - The subsidiary, Huzhou Nanfeng Machinery Manufacturing Co., Ltd., has no current products for the aerospace sector [1] - The company will continue to pay attention to the pump demand in the aerospace field [1] - The company aims to prepare adequately for potential market opportunities related to aerospace [1]

证券日报网讯1月13日，南方泵业（300145）在互动平台回答投资者提问时表示，公司近期没有军工方 面的直接订单。未来，公司将积极跟进军工领域的市场需求与技术发展，在现有基础上不断探索和拓展 相关泵产品的应用场景。 ...

Core Viewpoint - The company, Southern Pump Industry (300145.SZ), has stated that it currently does not have any direct orders in the military industry, but it plans to actively follow market demands and technological developments in this sector [1]. Group 1 - The company has no direct military orders at present [1]. - The company aims to explore and expand the application scenarios of its pump products in the military sector [1].

格隆汇1月13日丨南方泵业(300145.SZ)在互动平台表示，公司近期没有军工方面的直接订单。未来，公 司将积极跟进军工领域的市场需求与技术发展，在现有基础上不断探索和拓展相关泵产品的应用场景。 ...

证券日报网讯1月8日，南方泵业（300145）在互动平台回答投资者提问时表示，截至2025年12月31日， 公司股东总数为55127户。 ...

Group 1 - The core point of the article is that Southern Pump Industry reported a decrease in the number of shareholders and provided financial performance metrics for the third quarter [2] Group 2 - As of December 31, the number of shareholders for Southern Pump Industry was 55,127, a decrease of 2,911 from the previous period, representing a decline of 5.02% [2] - The closing price of Southern Pump Industry was 4.67 yuan, down 1.06%, with a cumulative increase of 3.78% since the concentration of shares began [2] - For the first three quarters, the company achieved operating revenue of 3.629 billion yuan, a year-on-year increase of 1.21%, and a net profit of 284 million yuan, a year-on-year increase of 12.82% [2] - The basic earnings per share were 0.1479 yuan, and the weighted average return on equity was 10.23% [2]

证券代码：300145 证券简称：南方泵业 公告编号：2026-001 名称：南方泵业股份有限公司 类型：其他股份有限公司（上市） 住所：杭州市余杭区仁和街道仁河大道 46 号 南方泵业股份有限公司 关于公司完成工商变更登记并换发营业执照的公告 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"公司"）于 2025 年 10 月 24 日召开的 第六届董事会第七次会议、2025 年 11 月 12 日召开的 2025 年第二次临时股东大 会，均审议通过了《关于回购注销部分限制性股票的议案》、《关于变更注册资 本、修订<公司章程>的议案》等议案。鉴于公司 2022 年限制性股票激励计划中 的 12 名激励对象已离职，根据《公司 2022 年限制性股票激励计划（草案）（修 正稿）》的相关规定，公司回购注销前述 12 名激励对象已获授但尚未解除限售 的限制性股票 658,200 股。本次回购注销后，公司总股本由 1,920,900,236 股变 更为 1,920,242,036 股，公司注册资本也相应由人民币 1,920,900,236 ...

Industry Overview - The Chinese cooling pump industry is transitioning from traditional components to modern, intelligent key equipment, with a market size projected to reach approximately 32.7 billion yuan in 2024, representing a year-on-year growth of 5.14% [1][5] - Emerging strategic industries such as artificial intelligence, semiconductors, energy storage, and hydrogen energy are creating new demands for efficient and precise cooling systems, opening up significant incremental market opportunities [1][5] Industry Chain - The upstream of the cooling pump industry includes raw materials and components such as pump bodies, impellers, bearings, motors, cooling fluids, stainless steel, cast iron, and aluminum [4] - The downstream applications span various sectors including power, chemicals, metallurgy, automotive, data centers, new energy, energy storage, semiconductors, and aerospace [4] - The price index for stainless steel, a core raw material for cooling pumps, is projected to decline, which will reduce production costs for components like pump bodies and impellers, thereby enhancing company profit margins [4] Market Size - The cooling pump industry is currently in a critical phase of transformation, with a projected market size of approximately 32.7 billion yuan in 2024, reflecting a year-on-year growth of 5.14% [5][6] Key Companies Performance - The competitive landscape of the cooling pump industry is characterized by "leading heads and niche breakthroughs," with companies like Kaiquan Pump Industry leading in comprehensive pump solutions, and Southern Pump Industry focusing on liquid cooling pump technology [6][8] - Southern Pump Industry reported a revenue of 3.629 billion yuan in the first three quarters of 2025, marking a year-on-year increase of 1.21%, with a net profit of 284 million yuan, up 12.82% [8] - Guangdong Lingxiao Pump Industry, while a leader in plastic bathroom pumps, has a smaller market share in the data center liquid cooling market compared to Southern Pump Industry, with a revenue of 1.270 billion yuan in the first three quarters of 2025, reflecting an 8.81% year-on-year growth [11] Industry Development Trends 1. The market growth of cooling pumps will significantly depend on emerging industries such as AI, semiconductors, energy storage, and hydrogen energy, which demand higher cooling efficiency and temperature control precision [12] 2. The integration of green and intelligent technologies is becoming a core path to enhance product competitiveness, with a focus on improving energy efficiency and adopting smart technologies [13] 3. Leading cooling pump companies are transitioning from traditional component manufacturers to system solution providers, offering customized solutions and fostering closer collaboration within the industry chain [14]

上述《裁决书》生效后，公司多次催促业绩承诺方尽快履行赔偿义务，同时 向浙江省杭州中级人民法院申请强制执行。为更好地实现赔偿款的回收，经法院 调解，公司与业绩赔偿方达成执行和解方案，并签署了《执行和解协议》。具体 内容详见公司在巨潮资讯网披露的相关公告，主要索引如下： | 公告名称 | 披露日期 | 公告编号 | | --- | --- | --- | | 《关于业绩承诺补偿所涉及仲裁事项的公告》 | 2021.2.9 | 2021-012 | | 《关于收购标的公司业绩对赌完成情况及补偿情况的公告》 | 2021.7.30 | 2021-065 | | 《关于业绩承诺补偿所涉及仲裁事项暨公司收到〈民事裁定书〉的公告》 | 2021.9.29 | 2021-084 | | 《关于业绩承诺补偿所涉及仲裁事项暨公司收到仲裁反请求受理通知的公告》 | 2021.11.17 | 2021-094 | | 《关于业绩承诺补偿所涉及仲裁事项仲裁结果的公告》 | 2022.12.20 | 2022-095 | | 《关于业绩承诺补偿所涉及仲裁事项仲裁结果的公告》 | 2023.2.28 | 2023-005 | | 《关于与 ...

格隆汇12月31日丨南方泵业(300145.SZ)在互动平台表示，目前，公司的CDMK、CDLK、NISF及CDMF 等泵型均可应用于浸没液冷领域。 ...