塔机租赁价格指数(2021年7月—2025年10月) 智通财经APP获悉，据中国工程机械工业协会施工机械化分会等统计的塔机租赁行业景气指数(TPI)，2025年10月份塔机台天利用率57.0%，最大起重力矩 利用率57.8%，分别较上月低0.3个百分点和0.2个百分点；10月份租赁价格指数为495.02点，较上月低2.29点，低于去年同期72.78点。 | | FVEV 1 | | --- | --- | | 指数组成 | 2025年10月数值及增减变化 | | 台天利用率 | 57.0%, | | | 比去年同期高0.4个百分点 | | 最大起重力矩利用率 | 57.8%. | | | 比去年同期低1.1个百分点 | | 租赁价格指数 | 495.02, | | | 比去年同期低72.78点 | ...

Group 1 - Nanshan Holdings experienced a stock price increase of 5.79%, reaching 3.29 CNY per share, with a trading volume of 119 million CNY and a turnover rate of 2.75%, resulting in a total market capitalization of 8.909 billion CNY [1] - The company, Shenzhen Nanshan Holdings (Group) Co., Ltd., was established on April 30, 2001, and listed on December 3, 2009. Its main business areas include real estate, integrated housing, ship cabin outfitting, tower crane leasing, oil logistics services, logistics park development and operation, and offshore oil engineering services [1] - The revenue composition of Nanshan Holdings is as follows: real estate business accounts for 58.87%, manufacturing business 20.54%, warehousing and logistics 15.83%, urban-rural integrated development 3.58%, and other businesses 1.19% [1] Group 2 - Among the top ten circulating shareholders of Nanshan Holdings, one fund under Huaxia Fund is notable. The Huaxia CSI 1000 ETF (159845) reduced its holdings by 11,200 shares in the third quarter, now holding 5.8863 million shares, which represents 0.44% of the circulating shares [2] - The Huaxia CSI 1000 ETF (159845) was established on March 18, 2021, with a latest scale of 45.469 billion CNY. Year-to-date returns are 27.41%, ranking 2059 out of 4216 in its category; the one-year return is 24.15%, ranking 2088 out of 3894; and since inception, the return is 28.19% [2]

Core Viewpoint - Nanshan Holdings has experienced a decline in stock price, dropping 1.33% on September 22, with a total market value of 8.042 billion yuan and a cumulative drop of 7.45% over four consecutive days [1] Company Overview - Nanshan Holdings, established on April 30, 2001, and listed on December 3, 2009, is located in Shenzhen, Guangdong Province. The company operates in various sectors including real estate, integrated housing, ship cabin outfitting, tower crane leasing, oil logistics services, logistics park development, and marine oil engineering services [1] - The revenue composition of Nanshan Holdings is as follows: real estate business 58.87%, manufacturing business 20.54%, warehousing and logistics business 15.83%, integrated urban development 3.58%, and other businesses 1.19% [1] Shareholder Insights - Among the top ten circulating shareholders of Nanshan Holdings, Huaxia Fund's Huaxia CSI 1000 ETF (159845) increased its holdings by 1.4029 million shares in Q2, now holding 5.8975 million shares, which is 0.44% of the circulating shares. The estimated floating loss today is approximately 235,900 yuan, with a total floating loss of 1.4154 million yuan during the four-day decline [2] - The Huaxia CSI 1000 ETF was established on March 18, 2021, with a current scale of 38.227 billion yuan. Year-to-date returns are 26.11%, ranking 1914 out of 4222 in its category, while the one-year return is 67.6%, ranking 1288 out of 3813 [2]

Core Viewpoint - The company expects a net loss of approximately 244 million yuan for the first quarter of 2025, primarily due to seasonal shutdowns and the impact of the Spring Festival holiday, along with reduced new construction area and insufficient project commencement rates in the domestic tower crane rental market [1] Group 1 - The projected net profit attributable to shareholders is around -249 million yuan after deducting non-recurring gains and losses [1] - The main reasons for the anticipated loss include seasonal work stoppages, the Spring Festival holiday, and a decrease in the new construction area and project commencement rates [1] - The domestic tower crane rental market is experiencing insufficient downstream demand, leading to low equipment utilization rates and rental prices [1]