300004 南风股份
已收盘 02-02 15:00:00
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股市必读：南风股份（300004）预计2025年全年扣非后净利润盈利2850万元至4275万元
证券之星 · 02-02 01:00
股市必读：南风股份（300004）预计2025年全年扣非后净利润盈利2850万元至4275万元
南风股份：预计2025年全年归属净利润盈利3000万元至4500万元
证券之星 · 01-30
南风股份：预计2025年全年归属净利润盈利3000万元至4500万元
南风股份：目前南方增材二期厂房改造及设备采购工作即将完成
证券之星 · 01-28
南风股份：目前南方增材二期厂房改造及设备采购工作即将完成
南风股份：南方增材目前正就3D打印业务在多个领域的应用进行多元化市场拓展
证券日报 · 01-20
南风股份：南方增材目前正就3D打印业务在多个领域的应用进行多元化市场拓展
南风股份：目前公司暂无股权激励计划
证券日报 · 01-20
南风股份：目前公司暂无股权激励计划
南风股份（300004）披露使用公积金弥补亏损公告，1月19日股价上涨3.33%
证券之星 · 01-19
南风股份（300004）披露使用公积金弥补亏损公告，1月19日股价上涨3.33%
股市必读：南风股份（300004）1月16日董秘有最新回复
证券之星 · 01-19
股市必读：南风股份（300004）1月16日董秘有最新回复
南风股份（300004）披露关于母公司及子公司使用公积金弥补亏损的议案，1月16日股价上涨9.2%
证券之星 · 01-16
南风股份（300004）披露关于母公司及子公司使用公积金弥补亏损的议案，1月16日股价上涨9.2%
南风股份：液冷领域业务尚处前期培育阶段
证券之星 · 01-16
南风股份：液冷领域业务尚处前期培育阶段
股市必读：南风股份（300004）1月14日披露最新机构调研信息
证券之星 · 01-15
股市必读：南风股份（300004）1月14日披露最新机构调研信息
南风股份：1月12日接受机构调研，金鹰基金、华夏基金等多家机构参与
证券之星 · 01-14
南风股份：1月12日接受机构调研，金鹰基金、华夏基金等多家机构参与
股市必读：南风股份（300004）1月9日董秘有最新回复
证券之星 · 01-12
股市必读：南风股份（300004）1月9日董秘有最新回复
南风股份（300004）披露拟使用公积金弥补亏损议案，12月31日股价上涨4.7%
证券之星 · 2025-12-31
南风股份（300004）披露拟使用公积金弥补亏损议案，12月31日股价上涨4.7%
南风股份：子公司正按规划执行扩产计划
证券之星 · 2025-12-30
南风股份：子公司正按规划执行扩产计划
【机构调研记录】百嘉基金调研南风股份
证券之星 · 2025-12-29
【机构调研记录】百嘉基金调研南风股份
【私募调研记录】玄元投资调研南风股份
证券之星 · 2025-12-29
【私募调研记录】玄元投资调研南风股份
股市必读：南风股份（300004）12月26日披露最新机构调研信息
证券之星 · 2025-12-29
股市必读：南风股份（300004）12月26日披露最新机构调研信息
南风股份：12月25日接受机构调研，元丰资产、致道基金等多家机构参与
证券之星 · 2025-12-26
南风股份：12月25日接受机构调研，元丰资产、致道基金等多家机构参与
南风股份：子公司3D打印服务正与航空航天客户洽谈
证券之星 · 2025-12-09
南风股份：子公司3D打印服务正与航空航天客户洽谈
南风股份：12月1日接受机构调研，睿目投资、华创证券等多家机构参与
证券之星 · 2025-12-08
南风股份：12月1日接受机构调研，睿目投资、华创证券等多家机构参与
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公司概况
公司名称：
南方风机股份有限公司
所属行业：
通用设备制造业
上市日期：
2009-10-30
主营业务：
南方风机股份有限公司的主营业务是通风与空气处理系统的研发、生产和销售。公司的主要产品是通风与空气处理系统设备。
发行价格：
22.89
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16:57","pubTimestamp":1769590625,"startTime":"0","endTime":"0","summary":"证券之星消息，南风股份(300004)01月28日在投资者关系平台上答复投资者关心的问题。投资者提问：请问公司南方增材二期厂房和设备是否已经验收具备投产条件？客户预计什么时候验厂？谢谢！南风股份回复：您好，目前南方增材二期厂房改造及设备采购工作即将完成。与相关客户的送样、业务洽谈工作正常进行中。后续若有重大进展，公司将严格遵守证监会、深交所的相关规定，及时履行信息披露义务。感谢您的关注！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012800028523.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0259","BK0073","300004","BK0077","BK0035"],"gpt_icon":0},{"id":"2604911891","title":"南风股份：南方增材目前正就3D打印业务在多个领域的应用进行多元化市场拓展","url":"https://stock-news.laohu8.com/highlight/detail?id=2604911891","media":"证券日报 ","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604911891?lang=zh_cn&edition=full","pubTime":"2026-01-20 18:09","pubTimestamp":1768903740,"startTime":"0","endTime":"0","summary":"郑重声明：东方财富发布此内容旨在传播更多信息，与本站立场无关，不构成投资建议。据此操作，风险自担。 \n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-01-20/doc-inhhxznr7149530.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2026-01-20/doc-inhhxznr7149530.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0073","BK0035","300004","BK0077","BK0259"],"gpt_icon":0},{"id":"2604191920","title":"南风股份：目前公司暂无股权激励计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2604191920","media":"证券日报 ","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604191920?lang=zh_cn&edition=full","pubTime":"2026-01-20 18:09","pubTimestamp":1768903740,"startTime":"0","endTime":"0","summary":"登录新浪财经APP 搜索【信披】查看更多考评等级\n证券日报网1月20日讯 ，南风股份在接受调研者提问时表示，目前公司暂无股权激励计划，未来公司将根据整体战略规划及发展需要，综合市场及资金安排等因素适时研究股权激励相关方案。若有相关规划，公司将按照相关规定及时履行信息披露义务。（文章来源：证券日报）\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-01-20/doc-inhhxznr7150478.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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22:07","pubTimestamp":1768831636,"startTime":"0","endTime":"0","summary":"截至2026年1月19日收盘，南风股份报收于14.59元，较前一交易日上涨3.33%，最新总市值为70.03亿元。公司近日发布公告称，南方风机股份有限公司于2025年12月30日和2026年1月16日分别召开董事会及临时股东会，审议通过使用公积金弥补亏损的议案。公司拟使用盈余公积金、资本公积金合计92,774.93万元，弥补截至2024年12月31日的累计亏损，使母公司未分配利润负数归零。子公司南方增材科技有限公司和广东南风投资有限公司各使用2,200.00万元资本公积金弥补亏损。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011900035426.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0259","300004","BK0035","BK0077","BK0073"],"gpt_icon":0},{"id":"2604185974","title":"股市必读：南风股份（300004）1月16日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2604185974","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604185974?lang=zh_cn&edition=full","pubTime":"2026-01-19 03:21","pubTimestamp":1768764068,"startTime":"0","endTime":"0","summary":"截至2026年1月16日收盘，南风股份报收于14.12元，上涨9.2%，换手率15.31%，成交量73.5万手，成交额10.27亿元。会议审议通过《关于母公司及子公司使用公积金弥补亏损的议案》，同意股份占出席会议股东所持表决权的99.0505%，反对占比0.2400%，弃权占比0.7094%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011900001224.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0073","300004","BK0035","BK0077","BK0259"],"gpt_icon":0},{"id":"2603942329","title":"南风股份（300004）披露关于母公司及子公司使用公积金弥补亏损的议案，1月16日股价上涨9.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2603942329","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2603942329?lang=zh_cn&edition=full","pubTime":"2026-01-16 22:40","pubTimestamp":1768574422,"startTime":"0","endTime":"0","summary":"截至2026年1月16日收盘，南风股份报收于14.12元，较前一交易日上涨9.2%，最新总市值为67.78亿元。该股当日开盘13.07元，最高14.49元，最低13.07元，成交额达10.27亿元，换手率为15.31%。近日，南方风机股份有限公司召开2026年第一次临时股东会，会议审议通过《关于母公司及子公司使用公积金弥补亏损的议案》。公告显示，出席会议的股东共319人，代表有表决权股份134,390,685股，占公司股份总数的27.9984%。该议案获得同意133,114,685股，反对322,600股，弃权953,400股。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011600041375.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0259","BK0077","BK0073","300004","BK0035"],"gpt_icon":0},{"id":"2603569039","title":"南风股份：液冷领域业务尚处前期培育阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2603569039","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2603569039?lang=zh_cn&edition=full","pubTime":"2026-01-16 11:34","pubTimestamp":1768534482,"startTime":"0","endTime":"0","summary":"证券之星消息，南风股份(300004)01月16日在投资者关系平台上答复投资者关心的问题。投资者提问：请问贵公司截至目前液冷在手订单有多少亿？南风股份回复：您好，南方增材3D打印业务应用范围包括但不限于液冷领域，目前相关领域业务尚处于前期培育阶段，尚未形成规模化订单，短期内对公司整体经营业绩影响有限。感谢您的关注！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011600015250.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0077","300004","BK0073","BK0035","BK0259"],"gpt_icon":0},{"id":"2603643731","title":"股市必读：南风股份（300004）1月14日披露最新机构调研信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2603643731","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2603643731?lang=zh_cn&edition=full","pubTime":"2026-01-15 01:05","pubTimestamp":1768410312,"startTime":"0","endTime":"0","summary":"来自机构调研要点：公司聚焦通风与空气处理、3D打印两大业务板块，其中核电相关业务发展良好，3D打印业务尚处市场培育期。投资者主要提问内容如下：1、南方增材3D打印业务设备采购及厂房改造工作即将完成，送样与客户洽谈正常推进。3D打印服务为2025年新启动业务，目前处于市场拓展阶段，对当期业绩贡献较小，未来将加大开拓力度，推动多元化发展。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011500000841.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0077","BK0259","BK0035","BK0073","300004"],"gpt_icon":0},{"id":"2603916236","title":"南风股份：1月12日接受机构调研，金鹰基金、华夏基金等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2603916236","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2603916236?lang=zh_cn&edition=full","pubTime":"2026-01-14 17:34","pubTimestamp":1768383247,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年1月14日南风股份发布公告称公司于2026年1月12日接受机构调研，金鹰基金洪梓超、华夏基金张雪韬 马伟恩、东北证券陈敏佳参与。截至目前，南方增材暂无融资需求，后续将视资金使用情况融资，融资规模主要取决于市场及业务开拓情况。3D 打印服务业务作为公司 2025 年启动的新业务，目前处于市场拓展和培育期，对当期业绩贡献较小。南风股份主营业务：通风与空气处理系统、重型金属3D打印技术的研发、生产和销售。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011400029827.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0077","BK0073","BK0035","BK0259","300004"],"gpt_icon":0},{"id":"2602526725","title":"股市必读：南风股份（300004）1月9日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2602526725","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602526725?lang=zh_cn&edition=full","pubTime":"2026-01-12 01:15","pubTimestamp":1768151711,"startTime":"0","endTime":"0","summary":"截至2026年1月9日收盘，南风股份报收于13.4元，上涨2.52%，换手率13.08%，成交量62.8万手，成交额8.5亿元。董秘最新回复投资者： 董秘您好！当日关注点来自交易信息汇总：1月9日主力资金净流入2470.97万元，显示主力对南风股份的积极介入。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011200000526.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0259","BK0077","BK0073","BK0035","300004"],"gpt_icon":0},{"id":"2595372090","title":"南风股份（300004）披露拟使用公积金弥补亏损议案，12月31日股价上涨4.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2595372090","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595372090?lang=zh_cn&edition=full","pubTime":"2025-12-31 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08:01","pubTimestamp":1766966505,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及12月26日披露的机构调研信息，百嘉基金近期对1家上市公司进行了调研，相关名单如下：1）南风股份 调研纪要：公司通过新产品研发和数字化转型强化通风主业，支持子公司南方增材发展3D打印业务，应用于可控核聚变、散热、军工等领域。百嘉基金成立于2020年，截至目前，资产管理规模93.55亿元，排名144/212；资产管理规模93.55亿元，排名122/212；管理公募基金数25只，排名129/212；旗下公募基金经理4人，排名150/212。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025122900001987.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300004","BK0077","BK0035","BK0259","BK0073"],"gpt_icon":0},{"id":"2595272375","title":"【私募调研记录】玄元投资调研南风股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2595272375","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595272375?lang=zh_cn&edition=full","pubTime":"2025-12-29 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调研纪要：公司通过新产品研发和数字化转型强化通风主业，支持子公司南方增材发展3D打印业务，应用于可控核聚变、散热、军工等领域。玄元投资自成立以来，一直恪尽职守、依法经营，秉承“知识图强，求实奉献，客户至上，合作共赢”的企业文化，致力于成为国内一流的资产管理公司。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://fund.stockstar.com/RB2025122900001916.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0259","BK0077","BK0073","300004","BK0035"],"gpt_icon":0},{"id":"2595918273","title":"股市必读：南风股份（300004）12月26日披露最新机构调研信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2595918273","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595918273?lang=zh_cn&edition=full","pubTime":"2025-12-29 00:58","pubTimestamp":1766941091,"startTime":"0","endTime":"0","summary":"截至2025年12月26日收盘，南风股份报收于12.56元，上涨3.37%，换手率11.32%，成交量54.33万手，成交额6.74亿元。当日关注点来自交易信息汇总：12月26日主力资金净流入3764.04万元，显示主力对个股关注度提升。公司目前无股权激励计划，后续将根据发展战略适时研究相关方案，并按规定履行信息披露义务。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025122900000368.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0077","300004","BK0035","BK0073","BK0259"],"gpt_icon":0},{"id":"2594291439","title":"南风股份：12月25日接受机构调研，元丰资产、致道基金等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2594291439","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594291439?lang=zh_cn&edition=full","pubTime":"2025-12-26 21:59","pubTimestamp":1766757588,"startTime":"0","endTime":"0","summary":"后续若有重大进展，公司将严格遵守证监会、深交所的相关规定，及时履行信息披露义务。此外， 3D 打印在复杂结构设计、轻量化等方面的独特优势，亦适用于可控核聚变的产品，具体适用范围需根据项目具体要求确定。但目前，3D 打印的成本仍高于传统工艺。与相关客户的送样、业务洽谈工作亦正常进行中，预计 3D 打印业务不会对公司今年经营业绩产生重大影响。南风股份主营业务：通风与空气处理系统、重型金属3D打印技术的研发、生产和销售。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025122600035517.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0035","300004","BK0073","BK0259","BK0077"],"gpt_icon":0},{"id":"2590353399","title":"南风股份：子公司3D打印服务正与航空航天客户洽谈","url":"https://stock-news.laohu8.com/highlight/detail?id=2590353399","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590353399?lang=zh_cn&edition=full","pubTime":"2025-12-09 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