从南山控股十大流通股东角度 数据显示，华夏基金旗下1只基金位居南山控股十大流通股东。华夏中证1000ETF（159845）二季度增 持140.29万股，持有股数589.75万股，占流通股的比例为0.44%。根据测算，今日浮亏损失约23.59万 元。连续4天下跌期间浮亏损失141.54万元。 9月22日，南山控股跌1.33%，截至发稿，报2.97元/股，成交1.26亿元，换手率3.20%，总市值80.42亿 元。南山控股股价已经连续4天下跌，区间累计跌幅7.45%。 资料显示，深圳市新南山控股(集团)股份有限公司位于广东省深圳市南山区招商街道赤湾社区赤湾六路 8号赤湾总部大厦25-26楼，成立日期2001年4月30日，上市日期2009年12月3日，公司主营业务涉及房地 产业务、集成房屋业务、船舶舱室配套业务、塔机租赁业务、石油后勤服务、物流园区的开发运营业务 以及海洋石油工程服务。主营业务收入构成为：房地产业务58.87%，制造业业务20.54%，仓储物流业 务15.83%，产城综合开发业务3.58%，其他业务1.19%。 截至发稿，赵宗庭累计任职时间8年161天，现任基金资产总规模3891.48亿元，任职期间 ...

Core Viewpoint - Since 2025, the U.S. government's unilateral tariff policies have impacted global trade order, yet Chinese foreign trade continues to progress steadily in a complex environment. The recent U.S.-China Geneva trade talks have opened a 90-day "foreign trade window" for companies to adapt and innovate [1]. Group 1: Impact of Tariffs on Trade - The company experienced significant inventory issues due to U.S. tariffs, with many products, including refrigerators, being stuck in warehouses. However, the recent trade window has allowed for the reshipment of these goods [1][3]. - From 2021 to 2024, the company's average annual export to the U.S. reached 600 million RMB, accounting for 50% of its total exports. Following the new round of tariff adjustments, U.S. clients quickly resumed orders [5]. - The logistics sector is adapting to the challenges posed by rising shipping costs, with U.S. buyers willing to pay double the transportation costs to expedite shipments [5][9]. Group 2: Innovation and Adaptation - The company has leveraged innovation as a key strategy to overcome challenges, exemplified by the development of the world's first countertop ice ball machine, which took years of research to perfect [7]. - Some companies have proactively managed tariff risks by preparing contracts that account for potential tariff increases, allowing them to maintain steady exports even during high tariff periods [15][20]. - The company has successfully maintained long-term relationships with U.S. clients, ensuring consistent growth despite tariff fluctuations [16]. Group 3: Market Expansion and New Products - Companies are exploring new markets and product lines, such as the "starry sky room," which features innovative design and materials, targeting international customers [25][32]. - The company has increased production capacity to fulfill new orders from Middle Eastern clients, demonstrating adaptability in product offerings [29]. - The use of advanced materials in new products has positioned the company to meet international standards and consumer preferences, enhancing market competitiveness [32].

Core Viewpoint - The strategic partnership between Chengdong Camp and JD Enterprise Business aims to enhance supply chain management through digitalization and intelligent solutions, focusing on comprehensive cooperation in procurement, technology empowerment, and financial services [1][5][6]. Group 1: Company Overview - Chengdong Camp is one of the earliest companies in China's integrated housing industry and is recognized as a high-tech and specialized enterprise in Beijing [3]. - The company has participated in significant national projects, including the 50th Anniversary National Day Parade Village, the 2008 Olympics, and the 2022 Winter Olympics, and has completed over 2,000 projects in more than 100 countries [3]. Group 2: Strategic Cooperation Details - The partnership will initially focus on collective procurement of appliances and industrial products, with plans to expand into employee benefits and office supplies [3]. - JD Enterprise Business will provide customized product solutions and exclusive pricing based on Chengdong Camp's actual business needs, leveraging JD's robust infrastructure and supply chain network for efficient material delivery [3][4]. Group 3: Digital Procurement Solutions - JD Enterprise Business offers a zero R&D cost, quickly deployable digital procurement solution called JD Huicai, which enables comprehensive digital management of the procurement process [4]. - The platform includes smart analysis tools for data tracking of procurement activities, enhancing cost optimization and supplier management [4]. Group 4: Financial Services and Support - To alleviate financial pressure from collective procurement, JD Enterprise Business provides a 40-day "pay after delivery" service, allowing flexible payment options to reduce cash flow stress [4]. - A dedicated service team has been established to ensure timely response to procurement needs and efficient problem resolution [4].