Three major A-share listed companies under Nanshan make significant advances in Q1 of 2025!

Between April 24 and 25,three A-share listed companies under Nanshan-Nanshan Aluminum,Nanshan Fashion,and Hengtong Logistics-released their respective Q1 reports for 2025.The reports show that during the reporting period,main business sectors of Nanshan presented a steady development trend,demonstrating the company's good management level and broad market prospects.

Nanshan Aluminium(stock code:600219)

Achieve revenue of 8.981 billion yuan in Q1

On the evening of April 25,Nanshan Aluminum released its Q1 report for 2025.The report shows that the company achieved a revenue of 8.981 billion yuan in Q1,a year-over-year increase of 24.32%,a net profit of 1.704 billion yuan attributable to shareholders of the listed company,a year-over-year increase of 100.19%,a net profit of 1.695 billion yuan after deducting non-recurring gains and losses,a year-over-year increase of 104.09%.

Since its establishment,Nanshan Aluminum has continuously improved its industrial chain by developing high-end products,with focus on developing high value-added products such as auto plates and aviation plates.

As a pioneer of manufacturing domestic auto aluminum plates,the company focuses on optimizing product structure and improves the reserve capacity of new product manufacturing technology,achieving continuous increase in certified customers and certified products,and sustained stable growth in supply volume.

As 200,000 tons of auto plates under construction by Nanshan Aluminum is put into production,Nanshan Aluminum will continue to expand its market share at home and abroad in a way that maintains its leading position in the domestic aluminum auto plate industry.In terms of aviation aluminum alloy,Nanshan Aluminum will continue to rely on its industrial chain advantages to provide customers with safe and stable quality assurance through strict quality control.

Moreover,it will continue to promote the R&D and large-scale production of aviation aluminum alloy in ways that provide solid support for the localization process of civil aircraft materials.In addition,Nanshan Aluminum International,an overseas holding subsidiary of the company,was listed on the main board of the Stock Exchange of Hong Kong Ltd.on March 25.

The company enters the international capital market and further deepen its business in Indonesia.On the basis of producing 2 million tons of alumina in a full capacity,the Indonesian Industrial Park will expand its annual production of 2 million tons of alumina and other supporting facilities in two phases.It is expected to put into production in batches in 2025 and 2026,and will continue to expand its overseas resources.

Nanshan Fashion(stock code:300918)

New materials business performs strongly

On the evening of April 24,Nanshan Fashion released its Q1 report for 2025.During the reporting period,the company achieved revenue of 360 million yuan,a net profit of approximately 37.3 million yuan attributable to shareholders of the listed company and a net profit of approximately 36 million yuan after deducting non-recurring gains and losses,a year-over-year increase of 12.84%.

The gross profit margin of ultra-high molecular weight polyethylene fiber increased from 11%in 2024 to 28%,and the owner's equity attributable to shareholders of the listed company was approximately 2.797 billion yuan,a year-over-year increase of 27.39%.As a leader in the domestic wool textile industry and high-performance fiber materials,Nanshan Fashion has deepened the entire industry chain of"traditional industry+new materials".

It has achieved strong performance in the new materials business in Q1,and the production capacity of ultra-high molecular weight polyethylene fiber and nylon fiber has been accelerated.The ultra-high molecular weight polyethylene fibers are gradually becoming the core engine of its performance growth.High-strength fibers continue to be mass-produced and are newly applied in robot fiber ropes.

The order volume of marine rope net fibers in deep-sea economic fields such as deep-sea aquaculture has significantly increased,making the company's total production capacity the first in the domestic market.During the reporting period,Nanshan Fashion's wool textile and apparel business grew steadily.Relying on the integrated layout of the entire"fabric+apparel"industry chain,the spinning and wool fabric business focuses on high value-added orders,keeping the demand for high-end fabrics from luxury brands in the international market stable.

It quickly responds to domestic business wear customization through intelligent platforms,continuously fulfilling order increments for all categories of apparel.Since the beginning of this year,Nanshan Fashion has proposed the strategy of"high-end traditional industry+clustering of new materials".Ultra-high molecular weight polyethylene fibers are gradually landing in emerging scenarios such as robots and biomedicine,while nylon fibers are expanding to the outdoor sports market.

The company will leverage the advantages of"technological barriers+whole industry chain synergy"to accelerate the process of substitution with domestic products,with the goal of becoming a global one-stop solution provider for high-performance fibers.

Hengtong Logistics(stock code:603223)

Port business fuels performance growth

On the evening of April 24,Hengtong Logistics released its Q1 report for 2025.The report shows that the company's profit level in Q1 increased significantly,achieving a net income of 42.549 million yuan attributable to shareholders,a year-over-year increase of 51.62%,and a net profit of 38.58 million yuan after deducting non-recurring gains and losses,a year-over-year increase of 35.70%.Since 2024,facing the volatile market situation,Hengtong Logistics has committed to innovation and sought for changes.

While maintaining its original main business unchanged,it has gradually adjusted its business proportion and optimized its industrial layout.Currently,the company's port business has been put into operation,providing port supporting services for the Yulong Island refining and chemical integrated project.At the same time,it is gradually adjusting the model of the LNG business from"integrated transportation and trade"to carrier business.The light asset operation model has fueled cost reduction and efficiency improvement of the company.

The port business is the current and future business focus of Hengtong Logistics.It mainly relies on the newly built 7 production berths and supporting storage areas in the south operation area of Longkou Port Area(Yulong Island Port Area)of Yantai Port to provide port business services such as berthing,cargo handling,and storage for enterprises within Shandong Yulong Petrochemical Industrial Park.

With gradual release of production capacity and settlement of other enterprises in the park,it will sufficiently supply Hengtong Logistics.Hengtong Logistics will,focusing on the main business of ports,leverage the location advantages of supporting port in Shandong Yulong Petrochemical Industrial Park to provide efficient,convenient,and high-quality port services for enterprises within the park.Moreover,the company will actively utilize its port operation advantages to provide port supply chain services such as ship services and cargo agency in ways that fully meet the needs of customers in the park and increase the company's profit growth points.