Nanfeng Corporation(SZ:300004) Zheng Quan Shi Bao·2025-09-15 13:44Core Viewpoint - Nanfeng Co., Ltd. (300004) has experienced a strong stock performance, with a recent closing price of 15.11 yuan per share and a market capitalization of 7.3 billion yuan, following the announcement of a 50 million yuan investment in 3D printing services to expand production capacity and capitalize on industry growth opportunities [1][2]. Group 1: Company Performance - Nanfeng Co., Ltd. reported a revenue of 270 million yuan for the first half of the year, representing a year-on-year increase of 0.92%, and a net profit of 23.48 million yuan, up 11.15% year-on-year [2]. - The company has a substantial order backlog and sufficient production capacity, indicating a stable operational outlook [2]. Group 2: Investment and Business Strategy - The company announced a 50 million yuan investment in its subsidiary, Nanfang Additive Technology Co., Ltd., aimed at enhancing its 3D printing services and nuclear material procurement business [1][2]. - Nanfang Additive is currently in a loss position, with a revenue of 2.35 million yuan and a net loss of 904,600 yuan for the first half of the year [2]. - The 3D printing technology is expected to enable the production of complex geometries that traditional manufacturing cannot achieve, potentially improving product performance in various sectors [2]. Group 3: Industry Context - Nanfeng Co., Ltd. is a leading player in the HVAC industry, particularly in nuclear power ventilation products, and is the first domestic company to obtain design and manufacturing licenses for nuclear-grade fans and valves [2]. - The company is actively participating in bidding for nuclear power projects, as the sector is entering a phase of positive development with a steady approval process for new nuclear units [3].