证券代码：300918 证券简称：南山智尚 公告编号：2026-001 一、关联交易概述 山东南山智尚科技股份有限公司（以下简称"公司"或"南山智尚"）于 2025 年 12 月 24 日召开第三届董事会第十九次会议，审议通过了《关于向关联 方购买资产暨关联交易的议案》，公司计划以自筹资金分别向关联方南山集团有 限公司、山东南山铝业股份有限公司及龙口新南山凯美可新材料有限公司购买其 位于山东省龙口市南山工业园部分区域的土地使用权，用于公司未来新材料业务 拓展使用，交易价格以评估价值为定价基础协商确定。具体内容详见公司于 2025 年 12 月 25 日在巨潮资讯网（www.cninfo.com.cn）披露的《山东南山智尚科技 股份有限公司关于向关联方购买资产暨关联交易的公告》（公告编号：2025-105）。 二、关联交易的进展情况 截至公告披露日，公司已完成土地使用权的相关权属变更登记手续，并取得 龙口市自然资源和规划局颁发的《中华人民共和国不动产权证书》。现将具体情 | 况公告如下： | | --- | | 证书编号 | | 权利人 | 坐落 | 权利类型 | 权利性质 | 用途 | 面积（㎡） | | - ...

格隆汇1月30日丨南山智尚(300918.SZ)在投资者互动平台表示，超高分子量聚乙烯纤维作为第三代高性 能纤维，凭借超高强度、极轻密度、耐辐射和耐腐蚀等特性，是理想的轻量化与抗辐射材料，在商业航 天领域可广泛应用于高可靠性的绳缆与降落伞系统（航天捕捞网、火箭回收降落伞、整流罩分离绳、返 回舱减速伞以及高可靠性绳缆等）、卫星及飞机轻量化结构件（卫星承重件、支架、隔板、柔性连接部 件及火箭箭体次级结构等）、航空特种防护装备（飞船防辐射内衬、宇航员防护装备等），同时在透 波、耐低温、低摩擦类特殊功能部件上具备相应的应用潜力。公司正积极与商业航天、卫星制造及配套 企业开展相关产品的对接工作，推动产品在更多场景中落地应用。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603130 | 云中马 | 57.63 | -9.85% | 4.44万 | 2.65亿 | | 300819 | 聚杰微纤 | 37.94 | -6.14% | 10.11万 | 3.95 Z | | 300918 | 南山督尚 | 17.50 | -6.07% | 27.05万 | 4.79亿 | | 300877 | 金春股份 | 28.35 | -5.28% | - 3.80万 | 1.09亿 | | 002083 | 幸日股份 | 11.84 | -4.82% | 60.98万 | 7.38 Z | | 920527 | 夜光明 | 18.31 | -2.86% | 8926.82 | 1656.25万 | | 600156 | रहे में हिस्स् | 8.15 | -2.86% | 8.08万 | 6678.14万 | | 002674 | 兴业科技 | 14.45 | -2.63% | 6.14万 | 8890.34万 | ...

证券日报网讯1月21日，南山智尚（300918）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司股东人数为31034户。 ...

Group 1 - The textile manufacturing sector experienced a decline of 1.15% on January 15, with Nanshan Zhishang leading the drop [1][2] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] - Key stocks in the textile manufacturing sector showed varied performance, with Bailong Dongfang closing at 6.03, up 1.86%, and Nanshan Zhishang closing at 18.19, down 10.17% [1][2] Group 2 - The textile manufacturing sector saw a net outflow of 158 million yuan from main funds, while retail investors contributed a net inflow of 140 million yuan [2][3] - Individual stocks like Jiri Co. and Yunzhongma had significant net inflows from main funds, while others like Huayi Group and Bailong Dongfang experienced net outflows [3] - The trading volume and turnover for various stocks in the sector varied, with Jiri Co. having a turnover of 1.097 billion yuan and Nanshan Zhishang at 825 million yuan [2][3]

Group 1 - The textile manufacturing sector increased by 0.35% compared to the previous trading day, with Yunzhongma leading the gains [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] - Notable gainers in the textile manufacturing sector included Dingzhong (up 8.00% to 61.28), Nanshan Zhishang (up 5.91% to 20.25), and Xingye Technology (up 3.61% to 15.23) [1] Group 2 - The textile manufacturing sector experienced a net outflow of 209 million yuan from institutional funds, while retail investors saw a net inflow of 191 million yuan [2] - The top stocks by net inflow from institutional investors included Weixing (21.92 million yuan) and Wanshili (19.44 million yuan) [3] - Retail investors showed significant interest in stocks like Wanshili and Jiangnan Gaoxian, with net inflows of 10.36% and 8.43% respectively [3]

证券日报网讯1月13日，南山智尚（300918）在互动平台回答投资者提问时表示，截至2026年1月9日， 公司股东人数为31960户。 ...

Market Performance - The textile manufacturing sector increased by 0.78% compared to the previous trading day, with Wanshili leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up by 0.92%, while the Shenzhen Component Index closed at 14120.15, up by 1.15% [1] Individual Stock Performance - Wanshili (301066) closed at 21.06, with a rise of 6.31% and a trading volume of 244,800 shares, amounting to a transaction value of 504 million yuan [1] - Lianfa Co. (002394) closed at 18.15, up by 5.65%, with a trading volume of 262,600 shares [1] - Huamao Co. (000850) closed at 5.95, increasing by 4.02%, with a trading volume of 435,600 shares [1] - Other notable stocks include Zhejiang Wenyi (665109) up by 3.76% and Nanshan Zhishang (300918) up by 3.36% [1] Capital Flow Analysis - The textile manufacturing sector experienced a net outflow of 394,100 yuan from institutional investors, while retail investors saw a net inflow of 5,515,660 yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Detailed Capital Flow for Selected Stocks - Lianfa Co. (002394) had a net inflow of 50.87 million yuan from institutional investors, but a net outflow of 52.51 million yuan from retail investors [3] - Huamao Co. (000850) saw a net inflow of 40.57 million yuan from institutional investors, with retail investors withdrawing 34.35 million yuan [3] - Wanshili (301066) had a net inflow of 32.03 million yuan from institutional investors, while retail investors withdrew 35.04 million yuan [3]

Core Insights - Nanshan Zhishang has successfully transitioned from traditional textile manufacturing to high-end new materials and robotics components, showcasing a significant evolution in its business model [1][2][12] - The company has developed ultra-high molecular weight polyethylene fibers that are 15 times stronger than steel, which are now being utilized in various high-tech applications, including robotics [1][4][11] Group 1: Company Transformation - Nanshan Zhishang began as a traditional textile company with a complete wool textile supply chain but recognized the need to innovate beyond its traditional advantages [2][3] - In 2022, the company made a strategic decision to enter the upstream new materials sector by launching a project for ultra-high molecular weight polyethylene fibers, overcoming significant technical barriers [2][4] - The company has successfully produced fibers with enhanced properties, such as high strength and wear resistance, which are now supplied to high-end sectors like aerospace and special protection [2][4][10] Group 2: Market Dynamics - By 2024, China is projected to account for over 67% of the global production capacity of ultra-high molecular weight polyethylene fibers, leading to a paradox of overcapacity and a shortage of high-end products [3][11] - Nanshan Zhishang has positioned itself among the top five producers in China with a capacity of 3,600 tons, but faces increasing competition in the market [3][11] Group 3: Robotics Sector Entry - The company identified a growing demand in the robotics industry for high-performance tendon ropes, which align with the capabilities of its ultra-high molecular weight polyethylene fibers [4][11] - In 2025, the company began testing its fibers in robotic applications, demonstrating superior performance compared to conventional materials used in tendon ropes [4][11] - A partnership with Wuhan University and Shouzhihua Innovation Company has led to the development of a tactile smart glove, utilizing Nanshan Zhishang's high-strength fibers [5][11] Group 4: Technical Challenges and Innovations - The company faced significant challenges in meeting the stringent requirements for creep resistance and precision in robotic applications, necessitating extensive R&D efforts [6][7][10] - Innovations in the weaving process of nylon fibers have allowed for the creation of a flexible and durable fabric that integrates seamlessly with sensors, enhancing the glove's functionality [7][10] Group 5: Future Prospects - Nanshan Zhishang aims to expand its product offerings in the robotics sector, including tendon ropes and smart fabrics, with a clear focus on enhancing material strength and functionality [11][12] - The company plans to target new consumer markets and develop differentiated functional fibers for human-robot interaction, establishing a one-stop application platform for high-performance nylon [12]

Core Viewpoint - Nanshan Zhishang is transforming from a traditional textile company into a high-tech materials provider, focusing on ultra-high molecular weight polyethylene fibers and nylon filaments for applications in robotics and other high-end industries [2][4][16]. Group 1: Company Transformation - Nanshan Zhishang has successfully transitioned from traditional textile manufacturing to producing advanced materials, specifically ultra-high molecular weight polyethylene fibers, which are used in various high-performance applications [4][6]. - The company has leveraged its existing expertise in textile manufacturing and raw material supply to break into the new materials sector, overcoming significant technical challenges that have historically been dominated by Western countries [4][6][15]. - The introduction of ultra-high molecular weight polyethylene fibers has allowed the company to supply high-end markets such as aerospace and special protective gear, marking a significant shift in its business model [4][6]. Group 2: Market Opportunities - By 2024, China is projected to account for over 67% of the global production capacity of ultra-high molecular weight polyethylene fibers, highlighting both the potential and the competitive pressures in the market [6][16]. - Nanshan Zhishang is strategically positioning itself in the robotics sector, responding to the growing demand for high-performance tendon materials that meet the stringent requirements of robotic applications [7][9][16]. - The company has already begun to secure small-scale orders for its tendon products in both domestic and international markets, indicating a positive reception of its innovations [16][17]. Group 3: Product Development - The company has developed specialized tendon materials that exhibit superior strength, low creep, and high wear resistance, essential for robotic applications [10][15]. - Nanshan Zhishang is also innovating in the production of nylon filaments, which are crucial for creating flexible and durable robotic skins that integrate seamlessly with sensors [11][15]. - The successful development of a tactile smart glove, utilizing the company's high-strength tendon and nylon materials, demonstrates the practical application of its innovations in the robotics field [8][16]. Group 4: Future Directions - The company aims to expand its product offerings beyond tendons and gloves to include robotic covering materials and other functional textiles, indicating a clear growth strategy [16][17]. - Nanshan Zhishang plans to enhance the performance of its fibers and explore smart materials that can provide sensory functions, aligning with industry trends towards intelligent textiles [17]. - The company is committed to establishing a one-stop application platform for high-performance differentiated nylon filaments, targeting new consumer markets and robotic applications [17].