股票代码：300417 证券简称：南华仪器 公告编号：2026-004 截至目前，本次减持计划期限届满，公司收到上述股东出具的《关于股份减 持计划实施情况的告知函》，现将有关情况公告如下： 一、股东减持情况 | 股东名称 | 减持方式 | 减持时间 | | | 减持均价 | 减持数量 | 减持比例 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | （元/股） | （股） | | | 叶淑娟 | | 2025年12月25日-2026 | | | 14.31 | 693,000 | 0.51% | | 苏启源 | | | | | 14.35 | 270,000 | 0.20% | | 李红卫 | 集中竞价 | 年 3 | 月 | 日 24 | 14.12 | 28,900 | 0.02% | | 伍颂颖 | | | | | 14.25 | 19,125 | 0.01% | | 周柳珠 | | | | | 14.12 | 16,200 | 0.01% | 1、股东减持股份情况 注：上述减持股份来源：公司首次公开发行股票之前持有的公司股份（ ...

Group 1 - The core point of the article is that Nanhua Instrument (300417) announced a share reduction by one of its actual controllers, Ye Shujuan, through centralized bidding [1] - Ye Shujuan reduced her holdings by 443,600 shares, which accounts for 0.33% of the company's total share capital [1] - Following the reduction, Ye Shujuan's personal shareholding percentage decreased from 3.57% to 3.24% [1] Group 2 - The combined shareholding percentage of the actual controller and the concerted actors fell from 22.30% to 21.97% [1]

Group 1 - The core point of the article is that Nanhua Instrument has renewed the "Joint Action Agreement" between its actual controllers, Yang Yaoguang and Yang Weiguang, to ensure effective control and stable development of the company [2] - The renewal of the agreement is aimed at ensuring correct business decisions and maintaining the company's legal and effective control [2] - The previous agreement had expired, and the renewal took place on February 25, 2026 [2]

Core Viewpoint - Nanhua Instrument (300417.SZ) has renewed the "Joint Action Agreement" between its actual controllers, Yang Yaoguang and Yang Weiguang, to ensure legal and effective control over the company and to support its sustainable and stable development [1] Group 1 - The original "Joint Action Agreement" signed by the actual controllers has expired [1] - The renewal of the agreement took place on February 25, 2026 [1] - The purpose of the renewal is to ensure correct business decisions and the ongoing stability of the company [1]

股票代码：300417 股票简称：南华仪器 公告编号：2026-002 佛山市南华仪器股份有限公司 关于实际控制人续签一致行动协议的公告 义务时始终保持一致的意思表示，采取一致行动： 1、双方作为公司股东，就有关公司经营决策、董事提名选举和其它相关事 项在公司的各种股东大会、临时股东大会和其他股东会议中行使提案权和表决权 前，应先行与另一方进行充分沟通协商并达成一致意见，在对股东大会行使提案 权和表决权时应采取一致行动，根据关联交易管理制度需回避者除外； 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 佛山市南华仪器股份有限公司（以下简称"公司"或"南华仪器"）实际控 制人杨耀光、杨伟光原签订的《一致行动协议》已到期，为保证对公司的合法有 效控制，保障公司的持续稳健发展，确保正确经营决策，2026 年 2 月 25 日，上 述二人续签了《一致行动协议》。相关情况如下： 一、前次签订一致行动人协议的情况 2020 年 2 月 16 日，杨耀光和杨伟光签署了《一致行动协议》，依据该协议， 双方承诺和保证在该协议生效后，依据《中华人民共和国公司法》等有关法律法 规和 ...

股票代码：300417 股票简称：南华仪器 公告编号：2026-003 佛山市南华仪器股份有限公司 关于实际控制人之一致行动人减持股份触及 1%刻度的公告 本公司实际控制人之一致行动人叶淑娟女士保证向公司提供的信息披露内 容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 杨耀光持有股份 16,616,000 12.35% 16,616,000 12.35% 其中：无限售条件股 份 4,154,000 3.09% 4,154,000 3.09% 有限售条件股份 12,462,000 9.26% 12,462,000 9.26% 杨伟光持有股份 8,580,940 6.38% 8,580,940 6.38% 其中：无限售条件股 份 2,145,235 1.59% 2,145,235 1.59% 有限售条件股份 6,435,705 4.78% 6,435,705 4.78% 合计持有股份 30,003,680 22.30% 29,560,080 21.97% 其中：无限售条件股 份 7,500,920 5.57% 7,120,020 1.59% 有限售条件股份 22,502,760 16.72% 22,44 ...

Core Viewpoint - Nanhua Instrument (300417) is expected to report a net profit loss of 2 million to 3 million yuan for the full year of 2025, with a non-recurring net profit loss of 7 million to 8 million yuan [1][2]. Financial Performance - The company anticipates a net profit loss of 2 million to 3 million yuan for 2025 [2]. - The expected non-recurring net profit loss is projected to be between 7 million and 8 million yuan [2]. Project Progress - The company is actively advancing the acquisition of the Jiade Li project and aims to complete the transaction as soon as possible [3].

Core Viewpoint - The article analyzes the 2025 performance forecasts of 22 domestic listed instrument companies, highlighting the divergence in performance and the impact of various market factors on the industry [2]. Group 1: Industry Overview - The overall operating conditions of the domestic instrument industry are gradually becoming clearer as companies disclose their 2025 performance forecasts [2]. - Among the 22 companies, 11 reported profits while 11 incurred losses; 8 of the profitable companies experienced year-on-year growth, while 3 saw stable or slightly fluctuating profits [2]. - The performance divergence is attributed to factors such as fluctuations in downstream demand, intensified industry competition, policy changes, and global supply chain instability [2]. Group 2: Performance Statistics - The net profit statistics for the listed instrument companies indicate significant growth for several firms, with some achieving over 190% year-on-year increases [3][8]. - Notable performers include: - Aiko Optoelectronics: Net profit of 0.57-0.7 billion, up 262.52-345.20% from 0.1572 billion [3]. - Haineng Technology: Net profit of 0.41-0.44 billion, up 213.65-236.61% from 0.1307 billion [3]. - Wan Yi Technology: Net profit of 0.42-0.62 billion, up 191.52-330.34% from 0.1441 billion [3]. Group 3: Industry Trends - The industry is witnessing increased performance divergence, with a trend towards higher concentration as companies with core technologies and strategic layouts capture more market share [5]. - The ongoing domestic substitution is deepening, with high-end instruments becoming a key growth driver, supported by policy incentives for high-end scientific instruments and equipment upgrades [5]. - Companies focusing on high-end sectors, such as high-end industrial imaging and clinical diagnostics, are expected to benefit from these trends [5]. Group 4: Operational Strategies - Companies facing operational pressures are likely to improve performance by divesting loss-making businesses, optimizing asset structures, and enhancing management of receivables and inventory [6]. - Profit-making companies will continue to pursue refined management practices to consolidate their advantages and enhance risk resilience [6]. Group 5: Performance Categories - Companies achieving profit growth or turning losses into profits are primarily benefiting from asset impairment improvements and business structure optimizations [18]. - The companies in this category include: - Gaode Infrared: Successfully turned around from a loss to a profit [18]. - Xianhe Environmental: Achieved profitability through structural optimization [21]. - Zhengye Technology: Also turned from loss to profit due to similar improvements [22]. Group 6: Challenges Faced - Companies experiencing expanded losses or transitioning from profit to loss share common challenges, including reliance on single business lines and significant asset impairment pressures [30]. - The need for transformation is evident, as some companies are in the process of adjusting their business models, which may not yet yield sufficient revenue to offset declines in traditional business areas [30].

Performance Forecast - The performance forecast period is from January 1, 2025, to December 31, 2025 [2] - The company expects a net profit in the range of -30 million to -20 million, indicating a decline compared to the same period last year, primarily due to a significant reduction in non-recurring gains [3][4] Reasons for Performance Change - The expected non-recurring gains for 2025 are approximately 5 million, which is a substantial decrease compared to the previous year [4] - The net profit after deducting non-recurring gains is projected to be between -800 million and -700 million, which shows an increase compared to the same period last year. This is attributed to: 1. Increased demand in the vehicle emission testing market due to stricter regulatory requirements from the Ministry of Ecology and Environment [4] 2. Changes in the scope of consolidation due to the acquisition of a subsidiary [4] Additional Information - The performance forecast is based on preliminary calculations by the company's finance department and has not been audited by a registered accounting firm. Detailed financial data for the 2025 fiscal year will be disclosed in the annual report [5]

Core Viewpoint - Nanhua Instrument forecasts a net loss attributable to shareholders of 2 million to 3 million yuan for the year 2025, with a projected net profit excluding non-recurring gains and losses of -8 million to -7 million yuan, indicating a year-on-year increase of 48.98% to 55.36% in the latter category [1] Financial Performance - The expected net profit attributable to shareholders is projected to be between -3 million and -2 million yuan, a decline compared to the same period last year, primarily due to a significant decrease in non-recurring gains and losses, estimated at approximately 5 million yuan for 2025 [1] - The anticipated net profit excluding non-recurring gains and losses is expected to be between -8 million and -7 million yuan, showing growth compared to the previous year [1] Market and Regulatory Factors - The increase in demand for motor vehicle emission testing equipment is attributed to new regulations issued by the Ministry of Ecology and Environment and other departments, which emphasize strict compliance with emission standards and enhanced regulatory requirements [1] - The change in the scope of consolidation due to the acquisition of a subsidiary also contributes to the financial performance [1]