南山控股(002314) - 2023年11月29日投资者关系活动记录表

Group 1: Real Estate Development - The company aims to maintain steady development in real estate, focusing on core cities like Shenzhen and Shanghai, while enhancing investment capabilities and operational services [1] - Current real estate projects in Shenzhen include Nanshan Haichengjin and Longgang, among others [1] - The company is exploring opportunities in affordable housing and sustainable development in response to market dynamics and national policy [1] Group 2: Logistics Business Performance - Baowan Logistics serves a diverse client base, including third-party logistics, e-commerce, and cold chain sectors, leveraging strong brand competitiveness [2] - In the first half of 2023, Baowan Logistics achieved a gross profit margin of 50.23%, with total revenue of 882 million yuan and a net profit of 55.73 million yuan [2] - The logistics business has a nationwide strategic layout, covering over 40 key logistics nodes in major urban areas [2] Group 3: Future Development Goals - Baowan Logistics aims to sustain rapid growth by adding new projects annually and enhancing asset management capabilities [2] - The controlling shareholder, China Nanshan Group, has no current plans for asset injection but is committed to supporting the company's sustainable development [2]