3D打印服务及核电材料集采业务

Search documents
南风股份:国投证券投资者于4月26日调研我司
Zheng Quan Zhi Xing· 2025-04-27 10:36
具体内容如下: 问:国资入主公司后,公司业绩增长较好,国资给与了哪些支持?公司未来业绩是否能继续保持增长? 答:国资入主后,主要围绕公司业务板块和管理结构进行优化升级,比如聚焦主责主业,持续加大市场 开拓力度,包括构建自主出海和协同出海双轮驱动的海外市场拓展战略;精标赋能,抓内部管理提升, 通过数字化改造等,促进公司生产效率提升、运营成本降低。此外,股东还支持公司适时通过再融资、 并购等方式扩大公司规模,不断提高公司持续经营能力和盈利能力,努力实现公司的高质量发展目标。 以上措施亦是支持公司业绩持续增长的长期驱动力。 证券之星消息,2025年4月27日南风股份(300004)发布公告称国投证券王倜文思齐于2025年4月26日调 研我司。 答:公司目前主要向核电、地铁、隧道、大型工业与民用建筑领域供应通风与空气处理系统设备,亦可 向可控核聚变、乏燃料后处理等领域供应通风设备。但据了解,可控核聚变尚处于试验阶段,新建乏燃 料后处理工程项目尚未通过审批,因此,我们暂时无法预估设备需求量,公司将密切关注上述项目进展 情况并积极洽谈。若有重大进展,公司将及时履行信息披露义务,敬请关注公司相关公告。 问:请公司3D打印业 ...
南风股份(300004) - 300004南风股份投资者关系管理信息20250427
2025-04-27 09:08
Group 1: Company Overview and Performance - The company has experienced good performance growth since the state-owned capital took over, focusing on optimizing business segments and management structure [1] - Key strategies include enhancing market expansion efforts and improving internal management through digital transformation [1] - Support from shareholders includes potential refinancing and mergers to expand the company's scale and improve profitability [1] Group 2: Production Capacity and Expansion Plans - The company currently has good production capacity and sufficient space to expand based on customer orders [2] - Production is aligned with customer demand, allowing for flexible expansion as needed [2] Group 3: Research and Development in Emerging Fields - The company supplies ventilation and air treatment systems primarily to nuclear power, subways, tunnels, and large industrial and civil construction sectors [3] - There is currently no forecast for equipment demand in controlled nuclear fusion and spent fuel processing due to the experimental stage of these projects [3] Group 4: 3D Printing Business Development - The company has acquired minority shareholder rights in Southern Additive and invested 50 million yuan to support its 3D printing services and nuclear material procurement [4] - The 3D printing services and nuclear material procurement business are progressing steadily [4] Group 5: Equity Incentive Plans - The company is considering equity incentive plans based on market conditions, development strategies, and shareholder interests [5] - Further decisions will be disclosed in accordance with regulations [5] Group 6: International Market Expansion - Currently, the company's business is primarily focused on the domestic market, with some products following customers abroad [6] - In 2024, the company achieved limited independent overseas expansion in nuclear power and industrial sectors, with plans to explore international market opportunities in 2025 [7]