分红方面，江苏神通A股上市后累计派现3.69亿元。近三年，累计派现1.95亿元。 10月23日，江苏神通跌0.59%，成交额1.59亿元。两融数据显示，当日江苏神通获融资买入额2609.26万 元，融资偿还2356.88万元，融资净买入252.38万元。截至10月23日，江苏神通融资融券余额合计6.23亿 元。 融资方面，江苏神通当日融资买入2609.26万元。当前融资余额6.23亿元，占流通市值的9.17%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，江苏神通10月23日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元，超过近一年80%分位水平，处于高位。 资料显示，江苏神通阀门股份有限公司位于江苏省启东市盛通路8号，成立日期2001年1月4日，上市日 期2010年6月23日，公司主营业务涉及工业特种专用阀门的研发、生产和销售。主营业务收入构成为： 蝶阀23.83%，法兰及锻件23.09%，节能服务行业18.78%，非标阀门9.66%，其他(补充)7.35%，球阀 6.94%，盲板阀4.84%，地坑过滤器3.79%，闸阀1. ...

（编辑 袁冠琳） 证券日报网讯 江苏神通10月23日在互动平台回答投资者提问时表示，公司股票市场价格受市场波动、 行业估值、市场情绪等多因素影响存在一定波动，请注意投资风险。公司未来将继续专注于技术创新与 产业发展，以稳健的业绩回报投资者。 ...

证券日报网讯江苏神通（002438）10月23日在互动平台回答投资者提问时表示，截至2025年10月20日， 公司的股东人数为28160户。 ...

10月22日，江苏神通盘中下跌2.03%，截至14:01，报13.51元/股，成交8814.17万元，换手率1.38%，总 市值68.57亿元。 截至9月30日，江苏神通股东户数2.71万，较上期减少3.46%；人均流通股17302股，较上期增加3.58%。 2025年1月-6月，江苏神通实现营业收入10.68亿元，同比增长1.52%；归母净利润1.50亿元，同比增长 4.72%。 资金流向方面，主力资金净流出970.30万元，特大单买入136.60万元，占比1.55%，卖出655.82万元，占 比7.44%；大单买入1685.54万元，占比19.12%，卖出2136.62万元，占比24.24%。 分红方面，江苏神通A股上市后累计派现3.69亿元。近三年，累计派现1.95亿元。 江苏神通今年以来股价涨12.35%，近5个交易日跌4.25%，近20日涨0.07%，近60日跌3.57%。 机构持仓方面，截止2025年6月30日，江苏神通十大流通股东中，香港中央结算有限公司位居第九大流 通股东，持股386.45万股，为新进股东。南方转型增长灵活配置混合A（001667）位居第十大流通股 东，持股350.00万股，相 ...

Core Insights - Jiangsu Shentong's subsidiary Wuxi Flange has been focusing on the nuclear power and chemical sectors, enhancing its capacity through a large-diameter forged flange expansion project [2] - The company has achieved the capability for mass delivery of large-diameter forgings for chemical equipment and offshore wind power [2] - Jiangsu Shentong aims to maintain its leading advantage in the R&D, production, and sales of high-pressure, large-diameter special forgings [2]

格隆汇10月20日丨江苏神通(002438.SZ)在投资者互动平台表示，公司多年来积极参与我国所有各类新 建堆型核电站专用阀门的供货，并紧跟核能应用前沿技术进步，积极参与核电产业链及友好国家核电项 目建设所需阀门的研发与供货。 ...

Core Viewpoint - Jiangsu Shentong (002438.SZ) is focusing on enhancing its production capacity in the nuclear power and chemical sectors through its wholly-owned subsidiary Wuxi Flange, which has successfully developed the capability for mass delivery of large-diameter forged flanges for both large chemical equipment and offshore wind power [1] Group 1 - The company has been deeply engaged in the nuclear power and chemical fields for many years [1] - The large-diameter forged flange capacity expansion project aims to eliminate production bottlenecks [1] - The company will continue to strengthen its integrated advantages in the research, production, and sales of high-pressure, large-diameter special forgings [1]

江苏神通（002438.SZ）10月17日在投资者互动平台表示，公司在核电领域持续加大研发投入，紧跟国 内核电技术不断进步，成功推出了满足第三代、第四代核电技术标准的系列阀门产品。目前，公司的产 品已覆盖华龙一号、国和一号、高温气冷堆以及快堆等国内主流堆型，能够为新型核电机组提供稳定可 靠的阀门配套支持；有关业务在报告期新增订单情况请你查阅公司披露的定期报告。 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司还是玲珑一号主要供应商吗？在手订单比 去年是否有增加？ （文章来源：每日经济新闻） ...

Core Insights - The smart control valve industry is experiencing rapid growth driven by policies such as the "14th Five-Year Plan for Intelligent Manufacturing," with the overall market expected to reach approximately 48.2 billion yuan in 2024 and exceed 50 billion yuan in 2025 [1][8] - The smart control valve segment is projected to grow from about 12.7 billion yuan in 2024 to 15.2 billion yuan in 2025, indicating a strong development trend [1][10] - The competitive landscape shows a dominance of foreign brands in the high-end market, with 13 foreign companies accounting for 56.97% of sales among the top 50 firms in 2024, while 37 domestic companies contribute 43.03% [1][9] Industry Overview - Smart control valves are advanced devices based on microprocessors that monitor operational status in real-time and utilize intelligent algorithms for precise control [2] - The industry is characterized by a dual opportunity from policy support and market demand, with domestic companies facing challenges in high-end breakthroughs despite having capabilities in general applications [1][8] Market Dynamics - The smart control valve market is projected to maintain an annual compound growth rate of approximately 10%, driven by the demand from traditional industries like petrochemicals and emerging sectors such as hydrogen energy and semiconductors [1][8][10] - The market structure is undergoing significant adjustments, with the top 50 companies' sales total increasing from 27.877 billion yuan in 2020 to 38.047 billion yuan in 2023, although a slight decline to 36.778 billion yuan is expected in 2024 [8][9] Competitive Landscape - The competitive landscape is marked by foreign brands leading in high-end markets, while domestic companies like Chuan Yi and Nuo Wei are making strides in general control valve sectors [1][11] - In 2024, Chuan Yi and Nuo Wei are expected to hold market shares of 8.3% and 4.9%, respectively, indicating a gradual improvement in the position of domestic firms [11][12] Future Trends - The future of the smart control valve industry will focus on technological integration, market expansion into new sectors, and a shift in competition towards comprehensive solutions combining hardware, software, and services [15][16] - Emerging fields such as renewable energy and semiconductors are expected to drive demand for specialized valves, while domestic companies will accelerate globalization efforts [16][17] - The industry is likely to see a transition from product-centric approaches to ecosystem development, enhancing customer loyalty through integrated solutions [18]

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 (万元) | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | | | | 2025-10-10 | 002438 | 江苏神通 | 12.50 | 100.00 | 1,250.0期财证券股份有限 | 国泰海通证券股份 | | | | | | | 公司上海陆家嘴证 | 有限公司深圳滨河 | | | | | | | 券营业部 | 大道证券营业部 | 10月10日，江苏神通大宗交易成交100万股，成交额1250万元，占当日总成交额的5.58%，成交价12.5 元，较市场收盘价13.44元折价6.99%。 | 权益类证券大宗交易(协议交易) | | --- | ...