每经AI快讯，南方泵业（SZ 300145，收盘价：5.16元）8月28日晚间发布公告称，公司第六届第六次董 事会会议于2025年8月28日在江苏省无锡市经开区金融八街无锡商会大厦15楼会议室以现场表决与通讯 表决的方式召开。会议审议了《关于续聘会计师事务所的议案》等文件。 2025年1至6月份，南方泵业的营业收入构成为：水泵制造行业占比89.25%，勘察设计板块占比4.35%， 危废处置与资源回收利用板块占比3.25%，环境评价与设计服务行业占比2.13%，环保业占比1.02%。 截至发稿，南方泵业市值为99亿元。 每经头条（nbdtoutiao）——世界首例基因编辑猪肺成功移植人体 对话主要参与者：距离临床应用还有 多远？ （记者 张喜威） ...

南方泵业 20250826 摘要 南方泵业上半年制造业务营收增长 7%，规模利润增长 10.7%，主要得 益于海外市场 16%的增长，海外净利率远高于国内，成为盈利增长点。 公司正积极拓展市政水利、智能装备等新兴应用场景，但环保水处理领 域因竞争激烈而下滑。 液冷产品是公司重点发展方向，上半年发货近 7,000 万元，但市场仍由 国外厂商主导。公司正积极开发机械泵、屏蔽泵等新产品，计划年底或 明年初推向市场，以提升市场竞争力，抢占市场份额。 公司在北美液冷市场表现出色，已交付价值超过 500 万美元的数据中心 模块集成项目。公司将液冷技术作为重点赛道，并围绕该领域进行产能 规划，未来有望在数据中心等领域实现增长。 公司聚焦主业，通过更名、内部吸收合并等方式传递发展思路。水泵行 业集中度低，公司作为龙头企业市场份额仅 2%，未来发展空间巨大， 不断提升研发投入比例，攻克技术难点并扩充产品类型。 环保业务板块营收同比下滑 22%，危废业务亏损扩大至 3,200 万元。 公司计划减轻上市公司危废资产负担，理想方案是出售相关资产，目前 账面价值约 4 亿元。设计和咨询业务实现增长和盈利。 Q&A 南方泵业今年上半年的 ...

2025年1至6月份，南方泵业的营业收入构成为：水泵制造行业占比89.25%，勘察设计板块占比4.35%， 危废处置与资源回收利用板块占比3.25%，环境评价与设计服务行业占比2.13%，环保业占比1.02%。 每经AI快讯，南方泵业（SZ 300145，收盘价：5.01元）8月25日晚间发布公告称，本次计提资产减值准 备将减少公司2025年半年度利润总额5026.75万元，公司《2025年半年度报告》已计提前述资产减值准 备。 每经头条（nbdtoutiao）——租下2.5万亩"试验田"，兽医学博士在非洲种粮：首季亩产250斤，打算扩至 10万亩，月薪1~2万元招人 （记者 胡玲） ...

Group 1 - The core point of the announcement is that shareholder Shen Jinhao has had approximately 96.24 million shares frozen as of the disclosure date [2] - For the fiscal year 2024, the revenue composition of the company is as follows: 87.37% from the pump manufacturing industry, 4.11% from hazardous waste disposal and resource recovery, 3.98% from surveying and design, 3.35% from environmental evaluation and design services, and 1.2% from the environmental protection sector [2]

Core Viewpoint - The successful completion of the spring irrigation task for the Xi'an water supply project in the arid central region marks a significant advancement in the domestic production of large-capacity water pumps, achieving core equipment localization and meeting international performance standards [1][2]. Group 1: Project Overview - The Xi'an water supply project has supplied a total of 1.192 million cubic meters of water, utilizing domestically produced dual-import multistage water pumps [1]. - The project involved collaboration among various entities, including the Ningxia government, Chongqing pump manufacturers, and Tsinghua University, focusing on key technologies such as efficient hydraulic modeling and wear resistance [1]. Group 2: Technological Achievements - The newly developed water pumps have an efficiency of 85%, comparable to leading global products, and outperform in vibration, noise control, and bearing temperature rise [2]. - The optimized flow path and wear-resistant technology have increased the lifespan of the pumps by over 30% [2]. Group 3: Economic Impact - The project has demonstrated that domestic water pumps can match the performance of joint venture products while reducing procurement and maintenance costs by 30% [2]. - The core sealing components of the pumps can save approximately 40,000 yuan per set, contributing to overall cost efficiency [2]. Group 4: Broader Implications - The localization of key water pump equipment reduces reliance on imports, enhancing supply chain security and ensuring the self-sufficiency of essential civil engineering projects [2]. - The project also achieved domestic production of core chips and algorithms for millimeter-wave radar water level and flow meters, strengthening safety measures for water monitoring and disaster prevention [2].

Group 1 - The article highlights the accelerating glacier melting rates, which have reached historical highs, leading to unpredictable water cycles and posing threats of floods, droughts, landslides, and rising sea levels for billions of people [2] - KSB has introduced a new high-pressure pump designed with an innovative circular cross-section to optimize hydraulic efficiency, combining synchronous reluctance motors with PumpDrive variable frequency drive systems to minimize energy consumption and reduce carbon emissions [2] Group 2 - The article emphasizes the importance of joining KSB's mission for energy efficiency and environmental protection to collectively safeguard the planet [2]