（记者 王晓波） 截至发稿，泰福泵业市值为25亿元。 每经头条（nbdtoutiao）——天水麻辣烫、淄博烧烤、荣昌卤鹅⋯⋯"泼天流量"退去后，这些城市怎么 样了？ 每经AI快讯，泰福泵业（SZ 300992，收盘价：26.57元）10月10日晚间发布公告称，公司第四届第十九 次董事会会议于2025年10月10日在公司三楼会议室以现场结合通讯表决方式召开。会议审议了《关于调 整公司第四届董事会专门委员会成员的议案》等文件。 2024年1至12月份，泰福泵业的营业收入构成为：泵及真空设备制造占比99.87%，租赁占比0.13%。 ...

【导读】300922，筹划重大资产重组 泰福泵业在公告中表示，本次交易预计构成重大资产重组。本次交易不涉及发行股份，不会导致上市公 司控股股东和实际控制人发生变更。 公告显示，本次重大资产重组实施完毕后，交易对方或与其存在关联关系的第三方，拟通过法律允许的 方式合法增持泰福泵业股份。 此外，本次交易完成后，不排除南洋华诚作为上市公司重要子公司，其核心管理人员将出任上市公司董 事或高级管理人员的可能。出于谨慎考虑，上市公司将本次交易认定为关联交易。本次筹划事项公司股 票不停牌。 公告显示，2025年7月9日，泰福泵业与南洋华诚股东邵雨田、冯江平和林富斌签署了《关于浙江南洋华 诚科技股份有限公司股权收购的意向协议》，拟以现金方式收购南洋华诚不低于51%的股份并取得南洋 华诚控股权，具体收购比例以正式协议约定为准。 交易完成后，南洋华诚将成为泰福泵业的控股子公司，纳入上市公司合并报表。 三季度可转债变动 同日，泰福泵业发布《关于2025年第三季度可转换公司债券转股情况的公告》称，"泰福转债"（债券代 码：123160）于2023年4月11日起可转换为上市公司股票，转股期至2028年9月27日，最新的转股价格为 19 ...

Group 1: Production and Sales - The company produced 3.1 million electric motors in 2024 to support its water pump production [1] - In the first half of 2025, the company achieved a revenue of 840 million CNY and sold approximately 1.6 million water pumps [3] Group 2: Export and Market Impact - The company’s export products are primarily priced and settled in USD, making it sensitive to fluctuations in the exchange rate, which can affect gross profit margins [1] - Stainless steel pump sales grew by approximately 18% year-on-year in the first half of 2025, driven by marketing efforts and expanded market coverage [2] Group 3: Governance and Strategic Planning - The company is committed to enhancing its corporate governance structure in compliance with legal regulations and has not identified any significant internal control deficiencies in financial reporting [2] - Future development will focus on the research, production, and sales of electric pumps, with an emphasis on expanding the stainless steel pump market and improving product categories [2] Group 4: Competitive Landscape - The main competitors in the industry are manufacturers of civil centrifugal pumps [2] - The company aims to become a leading water pump manufacturer globally, aspiring for its products to be the most competitive in the market [3]

Group 1 - The company, Taifu Pump Industry (SZ 300992), announced that its 18th meeting of the fourth board of directors was held on September 19, 2025, to review documents including the proposal to amend certain management systems [1] - For the year 2024, the company's revenue composition is as follows: pump and vacuum equipment manufacturing accounts for 99.87%, while leasing accounts for 0.13% [1] - As of the report date, Taifu Pump Industry has a market capitalization of 2.5 billion yuan [1]

天眼查App显示，近日，安徽繁烁真空科技有限公司成立，法定代表人为莫茂阳，注册资本1000万人民 币，经营范围为一般项目：泵及真空设备制造；泵及真空设备销售；电子真空器件制造；真空镀膜加 工；电子真空器件销售；通用设备制造（不含特种设备制造）；专用设备制造（不含许可类专业设备制 造）；包装专用设备制造；气体、液体分离及纯净设备制造；气体、液体分离及纯净设备销售；电子元 器件制造；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；储能技术服务；太阳能 发电技术服务；货物进出口；技术进出口；进出口代理（除许可业务外，可自主依法经营法律法规非禁 止或限制的项目)。 ...

格隆汇9月12日丨南方泵业(300145.SZ)在投资者互动平台表示，CDLK/F系列作为一款"浸入式多级离心 泵"，其"寿命长久、防锈耐腐"的特性，正是工业泵对可靠性与耐久性最高要求的体现，该系列泵主要 应用于各类机床的冷却液输送的场景；近年来，公司泵产品在液冷领域的应用不断提升，针对该领域已 开发布局诸如 NFXCN-CHM储能、液冷专用卧式多级离心泵等产品，并在2024年取得一定的销售业 绩，未来公司将加大该领域深耕力度，力争抓住液冷发展机遇，抢占更多市场份额；公司北美全资子公 司Tiger Flow目前作为机电设备分包商与北美头部数据中心企业的总包商签订合同，承接了部分数据中 心方面的业务。 ...

Core Viewpoint - The company aims to optimize existing operations, expand both domestic and international markets, and enhance capacity utilization while focusing on technological improvements and process enhancements to increase product value [1] Group 1 - The company will continue to optimize its current business operations [1] - The company is actively exploring opportunities in both domestic and international markets [1] - The company plans to improve capacity utilization [1] Group 2 - The company is committed to ongoing technological optimization and process improvements [1] - The goal is to enhance product added value [1] - The company seeks to create a positive cycle between technological upgrades and improved market competitiveness [1]

Group 1: Financial Performance - The company's revenue for the first half of 2025 was 840 million yuan, an increase of 11.57% year-on-year [2] - Net profit reached 234 million yuan, up 7.78% compared to the previous year [2] - Domestic sales grew by 17.90%, while overseas sales increased by 6.71% [2] Group 2: Market Dynamics - The growth in sales is attributed to the expansion of downstream channels in the stainless steel pump market and recovery in order placements due to normal demand [2] - The company expects stable performance in the third quarter, with normal shipments in July and August [3] - Demand for stainless steel pumps is increasing due to favorable conditions in the domestic market, influenced by national smart agriculture policies [3] Group 3: Strategic Focus - The company aims to maintain its competitive edge in the stainless steel pump sector while continuing to leverage its strengths in plastic bathroom pumps [3] - There is a strategic emphasis on expanding the product line for stainless steel pumps and developing various industry applications [3] - The company has maintained strong communication with customers to mitigate the impact of U.S. tariffs [3] Group 4: Future Considerations - The company is committed to maximizing shareholder value and will consider dividend plans based on performance and future development [4] - The majority of domestic plastic bathroom pumps are sold to local manufacturers, with a significant portion being exported [4]

Core Viewpoint - Zhejiang Taifu Pump Industry Co., Ltd. has adjusted the repurchase and grant prices of its 2024 restricted stock incentive plan due to the implementation of its profit distribution plan for 2023 and 2024 [1][2]. Group 1: Incentive Plan Approval Process - The 2024 restricted stock incentive plan was initiated on February 29, 2024, and underwent multiple rounds of review by the board of directors, supervisory board, and shareholder meetings [2]. - Adjustments were made to the incentive plan, including the public disclosure and verification of the list of incentive targets, as well as changes to grant and repurchase prices [2]. Group 2: Price Adjustments - The repurchase price for the first category of restricted stock was adjusted from 7.59 yuan to 7.44 yuan per share, accounting for a total cash dividend of 0.075 yuan per share from two distributions [2]. - The grant price for the second category of restricted stock was adjusted from 10.62 yuan to 10.47 yuan per share, following the same adjustment formula [2]. Group 3: Impact on the Company - The adjustments to the incentive plan's prices will not have a substantial impact on the company's financial status or operational results, nor will they hinder the ongoing implementation of the stock incentive plan [3]. - The board's remuneration and assessment committee, along with legal opinions, have confirmed the legality and compliance of these adjustments, asserting that they do not harm the interests of the company or its shareholders [3].

Group 1 - The core viewpoint of the article is that Taifeng Pump Industry (300992.SZ) reported its 2025 semi-annual results, showing a revenue increase but a decline in net profit [1] Group 2 - The company's operating revenue for the first half of 2025 was 425 million yuan, representing a year-on-year growth of 10.95% [1] - The net profit attributable to shareholders of the listed company was 23.3342 million yuan, a year-on-year decrease of 19.26% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 18.7063 million yuan, down 26.28% year-on-year [1] - The basic earnings per share were 0.2524 yuan [1]