中核苏阀科技实业股份有限公司 2025 年半年度报告全文 中核苏阀科技实业股份有限公司 2025 年半年度报告 2025 年 8 月 28 日 1 中核苏阀科技实业股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人马瀛、主管会计工作负责人匡小兰及会计机构负责人(会计主 管人员)王静声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告涉及未来计划等前瞻性陈述，不构成本公司对投资者的实质承诺， 投资者及相关人士均应当对此保持足够的风险认识，并且应当理解计划、预 测与承诺之间的差异。 公司已在第三节管理层讨论与分析中公司面临的风险和应对措施部分，对 可能面临的风险及对策进行详细描述，敬请广大投资者留意查阅。 公司经本次董事会审议通过的利润分配预案为：以 383,417,593 股为基 数，向全体股东每 10 股派发现金红利 0.21 元（含税），送红股 0 股（含 税），不以 ...

股票代码: 000777 公司简称：中核科技 公告编号:2025-055 根据公司财务部编制并经第九届董事会审计委员会审议通过的 2025 年半年度财务报 表，公司 2025 年半年度利润总额为 77,380,007.35 元，按规定计征所得税和少数股东权益 结转，归属于上市公司母公司股东的净利润为 76,827,406.59 元。加上年初未分配利润 1,225,299,032.52 元，减去本期对股东分配 66,714,661.18 元，2025 年 6 月末实际可供分 配利润 1,235,411,777.93 元。 综合考虑公司可供股东分配的利润金额以及公司实际经营情况，公司 2025 年半年度税 后拟进行的利润分配方案为：以 2025 年 6 月 30 日总股本 383,417,593.00 股为基数，向全 体股东每 10 股派发现金红利 0.21 元（含税），不进行资本公积金转增资本。上述利润分配 预案共计分配股利 8,051,769.45 元。剩余未分配利润，结转以后年度的会计报告期分配。 若公司股本总额在权益分派实施前发生变化，公司将按照分配比例固定的原则对分配总 金额进行调整。 二、现金分红方案 ...

内容概要：开关阀是一种通过启闭件控制流体通断的工业设备，属于阀门式样的开关。阀门行业是我国 机械制造业中的一个重要领域，而机械制造业是实体经济的重要组成部分。近年来，国家及相关部门不 断出台一系列政策，推动我国阀门行业发展。开关阀广泛应用于石油、化工、电力、冶金、环保、水处 理等传统行业，随着工业自动化的推进，电动、气动等自动化开关阀的市场需求正逐步扩大，同时在新 能源、生物医药、环保、电子半导体等新兴领域的应用也在不断拓展。2024年，我国开关阀市场规模从 2016年的116.2亿元增长至212.3亿元，预计2025年我国开关阀市场规模有望达到262.7亿元，预计2031年 有望突破400亿元。 开关阀的分类方式多样，按驱动方式也是最常见的分类方式可以分为手动开关阀、气动开关阀、电动开 关阀、液动开关阀。 上市企业：纽威股份(603699)、中核苏阀(000777)、上海冠龙阀门（301151）、江苏神通(002438)、永盛 科技(874497)、方正阀门(920082)、浙江力诺(300838) 相关企业：烟台金泰美林科技股份有限公司、浙江中德自控科技股份有限公司、上海永项阀门制造有限 公司、大连大高阀 ...

Group 1 - The core viewpoint of the article highlights the performance of the Zhongzheng 2000 ETF Enhanced (159556), which rose by 0.77% to 1.184 yuan with a trading volume of 1.2689 million yuan as of the midday close on August 19 [1] - The fund's performance benchmark is the Zhongzheng 2000 Index return, managed by Ping An Fund Management Co., with a return of 17.65% since its establishment on December 27, 2023, and a return of 9.94% over the past month [1] Group 2 - The top holdings of the Zhongzheng 2000 ETF Enhanced include Zhenhua New Materials, which fell by 0.78%, Hengbao Co., which dropped by 3.70%, and Xinke Materials, which increased by 8.04% [1] - Other notable stock movements include Yongding Co. rising by 2.14%, Xuguang Electronics increasing by 0.89%, and Juguang Technology surging by 5.56%, while Huaitong Energy fell by 1.36% [1]

Investment Rating - The report maintains an "Outperform" rating for the industry [4] Core Insights - The report emphasizes the significance of the Yarlung Tsangpo River downstream hydropower project, which aims to harness the region's abundant hydropower potential and drive economic development [1][10] - The development of large-capacity impulse turbines, with a single unit capacity of approximately 800 MW, represents a world-first achievement, addressing extreme challenges in high-altitude and high-head environments [1][10] - The gas-insulated transmission line (GIL) technology is highlighted for its advantages in high-capacity power transmission, low losses, and adaptability to various environments, making it a preferred choice in special scenarios [2][26] Summary by Sections 1. Large Capacity Impulse Turbines - The Yarlung Tsangpo River downstream hydropower project is set to utilize impulse turbines with a capacity of 800 MW, surpassing current global standards [1][10] - The project faces significant technical challenges due to high water heads and extreme environmental conditions, necessitating advanced turbine designs and manufacturing techniques [10][11] 2. Gas-Insulated Transmission Lines (GIL) - GIL technology is recognized for its ability to efficiently transmit high voltage and large currents in confined spaces, making it suitable for urban and challenging geographical environments [2][26] - The report notes successful applications of GIL in various projects, including the Su Tong GIL comprehensive corridor, which is the highest voltage and largest capacity GIL project globally [27][33] 3. High-Altitude Electrical Equipment - The report discusses the need for altitude adjustments in electrical equipment due to the unique challenges posed by high-altitude environments, particularly in the Yarlung Tsangpo River project [2][3] - The development of high-altitude, high-seismic equipment is crucial for the effective transmission and consumption of clean energy [2][3] 4. Reliable Key Supply Chain - The report identifies key companies in the supply chain for hydropower equipment, including Harbin Electric, Dongfang Electric, and China XD Electric, among others [3][4] - The supply chain's reliability is essential for supporting the ambitious hydropower projects outlined in national plans [3][4]

Core Viewpoint - Zhongke Technology (000777) announced on August 1 that it plans to disclose its semi-annual report for 2025 on August 28, 2025 [1] Company Summary - The company is scheduled to release its 2025 semi-annual report on a specific date, indicating its commitment to transparency and regular financial reporting [1]

格隆汇8月1日丨中核科技(000777.SZ)于投资者互动平台表示，核电全产业链涵盖核电研发设计、核电 建造、天然铀生产、核燃料加工、装备制造、核电运营、核电退役、乏燃料及核废物管理等多个环节。 在需求、政策和技术的多重驱动下，核电行业全产业链迎来了新的发展机遇期，公司的产品广泛应用于 核工程、核化工、后处理等各领域。 ...

格隆汇8月1日丨中核科技(000777.SZ)于投资者互动平台表示，核电全产业链涵盖核电研发设计、核电 建造、天然铀生产、核燃料加工、装备制造、核电运营、核电退役、乏燃料及核废物管理等多个环节。 在需求、政策和技术的多重驱动下，核电行业全产业链迎来了新的发展机遇期，公司的产品广泛应用于 核工程、核化工、后处理等各领域。 ...

Core Insights - The report highlights that nearly all of the over 50 controllable nuclear fusion concept stocks have undergone investor research this year, indicating strong interest in the sector [1] - Several companies have released their performance data for the first half of 2025, with some reporting profit increases while others are facing losses [1] Group 1: Company Research and Performance - Ice Wheel Environment (000811) and Antai Technology (000969) have received over 10 investor research sessions, with Ice Wheel Environment leading with 42 sessions [2] - The total market capitalization of Ice Wheel Environment is 126.66 billion, with a year-to-date increase of 38.05% [2] - Other notable companies include Jiangsu Shentong (002438) with 13 research sessions and a market cap of 69.08 billion, showing a year-to-date increase of 13.13% [2] Group 2: Performance Variability - Companies such as Baoshan Co. (600973) and Yongding Co. (600105) have reported performance increases, while China First Heavy Industries (601106) and others have reported performance losses [1] - The report indicates that the performance of controllable nuclear fusion stocks is varied, with some companies like China Nuclear Power (601985) experiencing a year-to-date decline of 10.35% [2]

股票代码: 000777 公司简称：中核科技 公告编号:2025-052 中核苏阀科技实业股份有限公司 关于终止发行股份购买资产并募集配套 资金暨关联交易事项相关主体买卖股票 情况自查报告的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 中核苏阀科技实业股份有限公司（以下简称"公司"或"上市公司"）于 2025 年 7 月 7 日召开第八届董事会第十八次会议、第八届监事会第十五次会议，审议通过了关于《终止 发行股份购买资产并募集配套资金暨关联交易事项》的议案，同意公司终止发行股份购买资 产并募集配套资金暨关联交易（以下简称"本次交易"）事项，具体内容详见 2025 年 7 月 8 日公司刊登于巨潮资讯网 www.cninfo.com.cn 的《关于终止发行股份购买资产并募集配 套资金暨关联交易事项的公告》（公告编号：2025-046）。 根据《中华人民共和国证券法》《上市公司重大资产重组管理办法》《公开发行证券的 公司信息披露内容与格式准则第 26 号——上市公司重大资产重组》《监管规则适用指引— —上市类第 1 号》《深圳证券交易所上市公司自律监管指引 ...