证券时报·数据宝统计，截至发稿，南山控股收盘价为2.92元，下跌0.34%，筹码持续集中以来股价累计 下跌17.98%。具体到各交易日，6次上涨，12次下跌。 南山控股8月13日披露，截至8月10日公司股东户数为54232户，较上期（7月31日）减少1403户，环比降 幅为2.52%。这已是该公司股东户数连续第3期下降，累计降幅达20.20%，也就是说筹码呈持续集中趋 势。 7月15日公司发布上半年业绩预告，预计实现净利润7700.00万元至1.07亿元，同比变动区间为 165.15%~190.53%。（数据宝） （文章来源：证券时报网） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 ...

Core Insights - The logistics real estate industry in China has a limited number of listed companies, with most focusing on either real estate or logistics, and many involved in warehousing and light asset operations [1][4] - Companies like Jinke, Zhongchu, and others have a high degree of relevance to logistics real estate, while others like R&F and Joy City have a moderate relevance, primarily focusing on real estate development [1][4] Company Overview - Kerry Properties (00683HK): A comprehensive real estate group in Hong Kong, focusing on high-end commercial real estate development and investment, with total assets exceeding HKD 100 billion [3] - R&F Properties (02777.HK): A major residential and commercial real estate developer in China, managing over 300 property projects, currently focusing on debt restructuring and asset optimization [3] - Joy City (000031.SZ): A subsidiary of COFCO, known for urban complex operations, managing over 20 commercial projects, emphasizing young consumer experiences [3] - China Vanke (000002.SZ): A leading real estate company in China, expanding into logistics and cold chain sectors in recent years [3] - SF Holding (002352.SZ): The largest express logistics company in China, operating 84 self-owned cargo planes and focusing on smart logistics transformation [3] Financial Performance - In 2024, revenue for logistics real estate companies shows significant divergence, with leading companies like Zhongchu and SF Holding generating revenues in the hundreds of billions, while some smaller firms report revenues around tens of millions [4][5] - Most companies maintain a gross margin between 10-30%, indicating an overall improvement in industry profitability [4] Revenue and Profitability Metrics - SF Holding reported a revenue of CNY 2844.2 billion with a gross margin of 13.9% in 2024 [5] - Vanke A achieved a revenue of CNY 3431.8 billion with a gross margin of 10.2% [5] - R&F Properties reported a revenue of CNY 187.7 billion but with a negative gross margin of -4.7% [5] Regional Layout - Companies have varying regional focuses, with Kerry Properties targeting key areas like Shanghai and Beijing, while Zhongchu has established a national network with over 100 warehouses across 20 provinces [9][10] - SF Holding is developing logistics hubs in cities like Ezhou and Jiaxing, enhancing its logistics network [10] Business Development Plans - Companies like Huayuan Holdings and Zhongchu are planning to build new logistics parks, focusing on intelligent technology applications and network enhancements [15][17] - Vanke is concentrating on high-standard warehouses and cold chain logistics, while Jinke is exploring synergies between logistics and other real estate sectors [17][18]

南山控股8月4日披露，截至7月31日公司股东户数为55635户，较上期（7月20日）减少5083户，环比降 幅为8.37%。这已是该公司股东户数连续第2期下降。 证券时报·数据宝统计，截至发稿，南山控股收盘价为2.83元，平盘报收，本期筹码集中以来股价累计下 跌5.03%。具体到各交易日，2次上涨，6次下跌。 公司发布的一季报数据显示，一季度公司共实现营业收入40.60亿元，同比增长205.09%，实现净利润 2.45亿元，同比增长296.94%，基本每股收益为0.0905元，加权平均净资产收益率2.73%。 7月15日公司发布上半年业绩预告，预计实现净利润7700.00万元至1.07亿元。（数据宝） （文章来源：证券时报网） ...

南山控股（002314.SZ）7月31日在投资者互动平台表示，公司制造业业务海外订单涉及部分欧盟国家， 但该部分订单在公司整体收入占比较小。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司是否出口欧盟国家？ ...

Group 1 - The company has received inquiries regarding its export activities to EU countries [1] - The company confirmed that its manufacturing business has overseas orders that include some EU countries, but these orders represent a small proportion of the company's overall revenue [1]

A股房地产板块快速下挫，绿地控股封板跌停，渝开发、南山控股、财信发展、光大嘉宝跟跌。 ...

证券代码：002314 股票简称：南山控股 编号：2025-041 深圳市新南山控股（集团）股份有限公司 2025 年半年度业绩预告 经公司初步测算，本报告期预计归属于上市公司股东的净利润较 上年同期扭亏为盈，主要原因为受房地产开发项目结算排期的影响， 公司利润存在季度间的不均衡性。2025 年半年度，公司部分房地产开 发项目进入结算期，结转收入同比增加，实现归属于上市公司股东的 净利润扭亏为盈。 四、风险提示 本公司及董事会全体成员保证信息披露的内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1．业绩预告期间：2025 年 1 月 1 日-2025 年 6 月 30 日 2．业绩预告情况：□亏损 扭亏为盈 □同向上升 □同向下降 | 项 目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东的净利润 | 盈利：7,700 | 万元至 | 10,700 万元 | 亏损：11,819.44 | 万元 | | 扣除非经常性损益后的净利润 | 盈利：7,600 | 万元至 | 万元 10, ...

南山控股（002314）公告，预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润为7700万 元至1.07亿元，上年同期为亏损1.18亿元。扣除非经常性损益后的净利润为7600万元至1.06亿元，上年 同期为亏损1.33亿元。基本每股收益预计为0.0284元/股-0.0395元/股，上年同期为亏损0.0436元/股。公 司部分房地产开发项目进入结算期，结转收入同比增加，实现归属于上市公司股东的净利润扭亏为盈。 ...

Group 1 - The Ministry of Housing and Urban-Rural Development emphasizes the importance of promoting a stable, healthy, and high-quality development of the real estate market, urging local governments to take responsibility and implement precise policies tailored to individual cities [1] - There has been a noticeable acceleration in debt restructuring among real estate companies, with significant breakthroughs achieved recently, leading to a collective rise in real estate stocks in both A-shares and Hong Kong stocks [1] - As of July 10, the A-share real estate sector saw stocks like China Fortune Land Development and Greenland Holdings hit the daily limit, while in Hong Kong, Longfor Group's stock surged over 80% during the day [1] Group 2 - The construction materials sector experienced a significant rise, attributed to improved macroeconomic expectations and anticipated policy support for urban renewal, alongside a favorable performance in the building materials industry's fundamentals [2] - The inventory of rebar continues to decline despite the seasonal demand lull, indicating a better-than-expected performance in the building materials sector [2] - As of July 10, the total inventory of glass production enterprises in key monitored provinces decreased by 1.66%, with a consumption rate exceeding production, indicating a positive trend in the glass market [3] Group 3 - The market anticipates continued policy support and potential production restrictions in northern factories, suggesting that black series futures and glass prices may continue to rebound until mid-August [4] - Post the rainy season, demand for glass is expected to improve, stabilizing market sentiment and potentially resonating with the industry's "anti-involution" trend [4]

Core Viewpoint - The recent statements from the National Development and Reform Commission (NDRC) indicate a strong commitment to stabilizing the real estate market in China, leading to a significant rebound in real estate stocks [1][5]. Group 1: Policy Signals - The NDRC has announced measures allowing cities with population inflows to utilize ultra-long-term special bonds and local government special bonds to enhance the recovery of idle land and stock housing, thereby increasing the supply of affordable housing for migrant populations [1][6]. - The NDRC aims to achieve new urbanization goals by 2035, focusing on high-quality urbanization through major projects that support agricultural migration and urban development [6]. Group 2: Market Reactions - Following the NDRC's announcement, A-shares in the real estate sector experienced a strong rebound, with several stocks hitting the daily limit up, and Hong Kong-listed property stocks saw even more significant gains, with some increasing by 30% [1]. - HSBC's report indicates that the recent rebound in the real estate sector is driven by a rapid reconstruction of market expectations regarding government policies, despite disappointing sales data [3]. Group 3: Investment Insights - HSBC suggests that investors are beginning to position themselves ahead of the upcoming Politburo meeting, viewing it as a critical policy window [3]. - Morgan Stanley highlights that the central government's entry into real estate relief through special bonds will benefit real estate stocks in the short term, although the fundamental impact will depend on the execution of these policies [5].