Market Overview - The textile manufacturing sector increased by 0.28% on September 11, with Nanshan Zhishang leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Stock Performance - Nanshan Zhishang (300918) closed at 25.34, with a rise of 6.78% and a trading volume of 480,700 shares, amounting to a turnover of 1.186 billion yuan [1] - Other notable performers included: - Runming (600156) at 8.76, up 4.91% with a turnover of 221 million yuan [1] - Wanshili (301066) at 14.94, up 1.49% with a turnover of 48.8242 million yuan [1] - Jinchun (300877) at 26.50, up 1.49% with a turnover of 44.5329 million yuan [1] Capital Flow - The textile manufacturing sector saw a net inflow of 29.1526 million yuan from institutional investors, while retail investors experienced a net outflow of 61.1633 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional and speculative funds showing positive inflows, while retail investors withdrew [2][3] Individual Stock Capital Flow - Nanshan Zhishang had a net inflow of 13.5 million yuan from institutional investors, but a net outflow of 12.8 million yuan from retail investors [3] - Runming saw a net inflow of 19.9197 million yuan from institutional investors, while retail investors withdrew 24.8294 million yuan [3] - Huamao (000850) had a net inflow of 6.8499 million yuan from institutional investors, with a net outflow of 7.8760 million yuan from retail investors [3]

9月10日，南山智尚涨5.12%，截至发稿，报24.22元/股，成交4.06亿元，换手率4.02%，总市值122.59亿 元。南山智尚股价已经连续3天上涨，区间累计涨幅12.67%。 资料显示，山东南山智尚科技股份有限公司位于山东省烟台市龙口市东江镇南山工业园，成立日期2007 年4月29日，上市日期2020年12月22日，公司主营业务涉及生产、销售面料及服装等。主营业务收入构 成为：精纺呢绒46.70%，服装类29.83%，超高纤维类12.04%，锦纶纤维9.94%，其他(补充)1.50%。 从基金十大重仓股角度 数据显示，东方阿尔法基金旗下1只基金重仓南山智尚。东方阿尔法优选混合A（007518）二季度持有 股数212.65万股，占基金净值比例为4.52%，位居第二大重仓股。根据测算，今日浮盈赚取约250.93万 元。连续3天上涨期间浮盈赚取550.77万元。 东方阿尔法优选混合A（007518）成立日期2019年9月12日，最新规模1.01亿。今年以来收益55.89%， 同类排名393/8177；近一年收益101.12%，同类排名335/7982；成立以来收益11.31%。 东方阿尔法优选混合A（007 ...

长城新兴产业混合A（000976）成立日期2015年2月17日，最新规模6170.67万。今年以来收益26.23%， 同类排名2827/8179；近一年收益51.4%，同类排名2570/7984；成立以来收益164.79%。 长城新兴产业混合A（000976）基金经理为刘疆。 截至发稿，刘疆累计任职时间6年155天，现任基金资产总规模1.25亿元，任职期间最佳基金回报 134.79%， 任职期间最差基金回报20.09%。 9月9日，南山智尚涨5.35%，截至发稿，报23.63元/股，成交3.64亿元，换手率3.68%，总市值119.60亿 元。 资料显示，山东南山智尚科技股份有限公司位于山东省烟台市龙口市东江镇南山工业园，成立日期2007 年4月29日，上市日期2020年12月22日，公司主营业务涉及生产、销售面料及服装等。主营业务收入构 成为：纺织业100.00%。 从基金十大重仓股角度 数据显示，长城基金旗下1只基金重仓南山智尚。长城新兴产业混合A（000976）二季度持有股数24.62 万股，占基金净值比例为5.17%，位居第七大重仓股。根据测算，今日浮盈赚取约29.54万元。 风险提示：市场有风险，投 ...

Market Overview - The textile manufacturing sector rose by 0.19% on September 4, while the Shanghai Composite Index fell by 1.25% to close at 3765.88 [1] - The Shenzhen Component Index decreased by 2.83% to close at 12118.7 [1] Top Performers - Night Light (夜光明) led the gains with a closing price of 21.17, up by 3.72% with a trading volume of 19,600 lots and a transaction value of 41.14 million [1] - Jin Chun Co., Ltd. (金春股份) followed closely with a closing price of 26.88, up by 3.70% and a trading volume of 52,000 lots, totaling a transaction value of 139 million [1] - Gu Mo Rong Material (古膜绒材) also performed well, closing at 26.64, up by 3.06% with a trading volume of 108,700 lots and a transaction value of 285 million [1] Underperformers - Yingfeng Co., Ltd. (迎丰股份) saw the largest decline, closing at 7.54, down by 9.59% with a trading volume of 331,100 lots and a transaction value of 252 million [2] - Nanshan Zhishang (南山智尚) decreased by 5.93%, closing at 20.45 with a trading volume of 199,800 lots and a transaction value of 425 million [2] - Ju Jie Microfiber (聚杰微纤) fell by 3.81%, closing at 24.24 with a trading volume of 40,700 lots and a transaction value of 102 million [2] Capital Flow - The textile manufacturing sector experienced a net outflow of 179 million from institutional investors, while retail investors saw a net inflow of 105 million [2] - Speculative funds had a net inflow of 73.85 million into the sector [2] Individual Stock Capital Flow - Gu Mo Rong Material (古膜绒材) had a net inflow of 8.63 million from institutional investors, while it faced a net outflow of 852.23 million from retail investors [3] - Jin Chun Co., Ltd. (金春股份) saw a net inflow of 6.17 million from institutional investors but a net outflow of 626.66 million from retail investors [3] - Notably, Nobon Co., Ltd. (诺邦股份) had a net inflow of 15.52 million from institutional investors, but retail investors experienced a net outflow of 1.50 million [3]

Market Overview - The Shanghai Composite Index fell by 1.16% on September 3, with only three sectors rising: comprehensive, communication, and electric equipment, which increased by 1.64%, 1.61%, and 1.44% respectively [1] - The sectors with the largest declines were defense and military industry, and non-bank financials, which dropped by 5.83% and 3.05% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 71.426 billion yuan, with only three sectors experiencing net inflows: electric equipment (2.958 billion yuan), textile and apparel (222 million yuan), and comprehensive (3.1066 million yuan) [1] - The non-bank financial sector had the largest net outflow, totaling 12.210 billion yuan, followed by the defense and military industry with a net outflow of 10.131 billion yuan [1] Textile and Apparel Sector Performance - The textile and apparel sector declined by 1.17%, with a net inflow of 222 million yuan. Out of 105 stocks in this sector, 24 rose, including three that hit the daily limit, while 79 fell [2] - The top three stocks with the highest net inflow were Meibang Fashion (205 million yuan), Wanlima (129 million yuan), and Tanshan (46.315 million yuan) [2] - The stocks with the largest net outflow included Jihua Group (78.477 million yuan), Nanshan Zhishang (46.579 million yuan), and China Gold (31.176 million yuan) [3]

Market Overview - The textile manufacturing sector experienced a decline of 0.77% on September 3, with Nanshan Zhishang leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Individual Stock Performance - Huafang Co. (600448) closed at 3.51, up 2.03% with a trading volume of 726,400 shares and a turnover of 255 million yuan [1] - Yinfeng Co. (605055) closed at 8.34, up 1.21% with a trading volume of 478,300 shares and a turnover of 412 million yuan [1] - Nanshan Zhishang (300918) closed at 21.74, down 6.01% with a trading volume of 276,900 shares and a turnover of 618 million yuan [2] Capital Flow Analysis - The textile manufacturing sector saw a net outflow of 65.30 million yuan from institutional investors, while retail investors had a net inflow of 13.45 million yuan [2] - Major stocks like Yinfeng Co. had a net inflow of 15.72 million yuan from institutional investors, while Jiangnan High Fiber (600527) experienced a net outflow of 5.56 million yuan from retail investors [3]

南山智尚（300918.SZ）9月2日在投资者互动平台表示，公司在印度尼西亚的生产基地选址位于宾坦 岛，远离风险区域，地理位置安全稳定。目前该基地正处于建设阶段。为保障项目建设及后续运营需 求，已有部分中国籍专业技术与运营人员派驻当地开展相关工作。关于印尼生产基地建设的进一步进展 及具体规划，敬请关注公司定期报告及后续相关公告。 （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：您好，董秘。请问印尼骚乱对公司在印尼计划的发展 是否构成重大影响？后续印尼如果大幅提高工人工资，公司后续还是否继续在印尼设厂发展？公司是否 考虑将印尼发展计划转移至其他国家实施？ ...

Core Viewpoint - Nanshan Zhishang is facing pressure in its traditional business but has potential in the new materials sector, particularly in robotics and high-performance fibers, leading to an "accumulate" rating from analysts [1][2]. Financial Performance - In the first half of 2025, the company achieved revenue of 731 million yuan, a decrease of 5.80%, and a net profit of 75 million yuan, down 8.66%, with an EPS of 0.18 yuan [2]. - Q2 revenue was 369 million yuan, a year-on-year decline of 11.4% but a quarter-on-quarter increase of 2.0%, with a net profit of 38 million yuan, down 16.4% year-on-year but up 1.5% quarter-on-quarter [2]. Industry Challenges - The textile and apparel industry is under significant pressure, with a reported 8.1% decline in textile profits and a 12.9% drop in the textile and apparel sector due to trade frictions and weakened macroeconomic conditions [2]. - The company is adapting to these challenges through differentiated operations and expansion into emerging fields, maintaining stable performance despite industry headwinds [2]. New Materials Development - The new materials sector is evolving towards high-end development, with stable demand for ultra-high molecular weight polyethylene fibers in civilian markets and a gradual recovery in military demand [2]. - The company is focusing on the robotics materials industry, leveraging its superior product performance to explore new applications [2]. Financial Data Insights - The company has significantly reduced financial expenses, attributed to lower interest expenses from convertible bonds and foreign exchange gains [2]. - Cash flow from operations has fluctuated due to increased cash payments for new projects, while financing cash flow has also varied due to funds received from the nylon project [2]. Project Delays - The high-performance differentiated nylon filament project has been delayed, expected to reach full operational status by December 2025 due to various factors affecting project funding and equipment commissioning [2]. Investment Outlook - The company is expected to achieve revenues of 1.637 billion yuan, 2.090 billion yuan, and 2.832 billion yuan from 2025 to 2027, with corresponding net profits of 203 million yuan, 238 million yuan, and 323 million yuan, reflecting growth rates of 1.30%, 27.66%, and 35.53% respectively [2].

Market Overview - The textile manufacturing sector experienced a decline of 0.6% on September 2, with Huasheng Co. leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Yinfeng Co. saw a significant increase of 10.01%, closing at 8.24, with a trading volume of 160,800 shares and a turnover of 126 million [1] - Nanshan Zhishang rose by 6.98%, closing at 23.13, with a trading volume of 468,400 shares and a turnover of 1.013 billion [1] - Jiangnan Changxian increased by 2.37%, closing at 2.16, with a trading volume of 1,114,300 shares and a turnover of 239 million [1] - Other notable performers included Guqi Rongcai (+1.94%), Hongda Gaoke (+1.86%), and Huafang Co. (+1.78%) [1] Capital Flow - The textile manufacturing sector saw a net outflow of 125 million from institutional investors, while retail investors contributed a net inflow of 1.24 billion [2] - Speculative funds recorded a net inflow of 1.39 million [2] Individual Stock Capital Flow - Yinfeng Co. had a net outflow of 36.69 million from institutional investors, with retail investors also showing a net outflow of 1.13 million [3] - Nanshan Zhishang experienced a net inflow of 17 million from institutional investors, while retail investors had a net outflow of 912,080 [3] - Guqi Rongcai saw a net inflow of 9.21 million from institutional investors, with retail investors showing a net outflow of 619,960 [3] - Other stocks like Xin'ao Co. and Hongda Gaoke also showed varied capital flows, indicating mixed investor sentiment [3]

Group 1 - The core viewpoint of the news is that Nanshan Zhishang's stock price increased by 5.09% to 22.72 CNY per share, with a trading volume of 722 million CNY and a turnover rate of 7.86%, resulting in a total market capitalization of 11.499 billion CNY [1] - Nanshan Zhishang, established on April 29, 2007, and listed on December 22, 2020, is primarily engaged in the production and sales of fabrics and clothing, with revenue composition being 50.11% from fine woolen fabrics, 37.84% from clothing, 10.90% from ultra-high fiber, and 1.15% from other sources [1] Group 2 - Among the top ten circulating shareholders of Nanshan Zhishang, Penghua Fund's carbon neutrality theme mixed fund A (016530) reduced its holdings by 14,700 shares in the second quarter, now holding 2.9344 million shares, which is 0.68% of the circulating shares, with an estimated floating profit of approximately 3.2278 million CNY [2] - The Penghua carbon neutrality theme mixed fund A (016530) was established on May 5, 2023, with a latest scale of 2.08 billion CNY, achieving a year-to-date return of 76.11% and ranking 209 out of 8,184 in its category, while its one-year return is 164.2%, ranking 30 out of 7,971 [2]