Core Insights - The article discusses the leading domestic valve brands in China for various industries, highlighting their market positions, technological advancements, and future trends. Group 1: Leading Brands and Market Position - Suzhou Neway Valve is recognized as a global benchmark for deep-sea valve technology, with 42% of its revenue coming from overseas and a production capacity exceeding 600,000 units per year [11][12] - China Nuclear Su Valve Technology is the only domestic company with full qualifications for nuclear-grade valves, achieving over 90% localization in nuclear power valves and securing over 1.5 billion yuan in nuclear power orders [12][13] - Shanghai Qizhong Valve holds a 53% market share in nuclear-grade butterfly valves, with a 180% annual increase in orders for new energy lithium battery valves [14][15] Group 2: Industry Trends and Innovations - The trend towards domestic substitution is accelerating, particularly in high-end fields such as semiconductor special gas valves and ultra-high pressure hydrogen valves, with leading companies investing over 8% of their revenue in R&D [32] - Green technology is expected to dominate municipal and energy project tenders, with low-carbon valves and smart water management solutions leading the way [33] - The global competition is intensifying, driven by infrastructure demands in Southeast Asia and the Middle East, with China's valve export expected to exceed 12 billion USD by 2025 [34]

江苏神通阀门股份有限公司 上市公司名称：江苏神通阀门股份有限公司 股票上市地点：深圳证券交易所 股票简称：江苏神通 股票代码：002438 信息披露义务人：湖州风林火山股权投资合伙企业（有限合伙） 住所：浙江省湖州市吴兴区泊月湾 36 幢 B 座-24 通讯地址：上海市浦东新区张杨路 2389 弄 LCM 置汇旭辉广场 C 座 1602 股份变动性质：减少（大宗交易及集中竞价交易减持） 报告签署日期：2025 年 5 月 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》 《收购办法》的规定，本权益变动报告书已全面披露信 息披露义务人湖州风林火山股权投资合伙企业（有限合伙）在江苏神通中拥有权 益的股份变动情况。 四、截至本报告书签署之日，除本报告书披露的持股信息外，信息披露义务 人没有通过任何其他方式增加或减少其在江苏神通拥有权益的股份。 五、本次权益变动是根据本报告书所载明的资料进行的。信息披露义务人没 有委托或者授权任何其他人提供未在本报告书中列载的信息和对本报告书做出 任何解释或者说明。 六、信息披露义务人承诺本报告不存在虚假记载、误导性陈述或重大遗漏， 并对其真实性、准确性和完整性承担 ...

证券代码：002438 证券简称：江苏神通 公告编号：2025—031 江苏神通阀门股份有限公司 关于持股 5%以上股东权益变动后持股比例触及 1%整数倍且持股比例 降至 5%以下暨披露简式权益变动报告书的提示性公告 公司股东湖州风林火山股权投资合伙企业（有限合伙）保证向本公司提供的信 息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 人发生变化，不会对公司经营及治理结构产生影响。 火山"）持股数量为2,537.6863万股，持股比例为4.999998%，不再是公司持股5%以上股东。 江苏神通阀门股份有限公司（以下简称"公司"）于2025年3月12日披露了《关于持股5% 以上股东减持股份的预披露公告》（公告编号：2025-010）。持有公司股份3,507.1863万股 （约占公司总股本比例为6.91%）的股东湖州风林火山股权投资合伙企业（有限合伙）计划自 该公告披露之日起15个交易日后的三个月内以集中竞价方式或大宗交易方式减持公司股份不超 过1,522.6124万股（约占公司总股本比例为3%）,其中通过集中竞价交易方式 ...

江苏神通阀门股份有限公司 简式权益变动报告书 上市公司名称：江苏神通阀门股份有限公司 股票上市地点：深圳证券交易所 股票简称：江苏神通 股票代码：002438 信息披露义务人：湖州风林火山股权投资合伙企业（有限合伙） 住所：浙江省湖州市吴兴区泊月湾 36 幢 B 座-24 通讯地址：上海市浦东新区张杨路 2389 弄 LCM 置汇旭辉广场 C 座 1602 股份变动性质：减少（大宗交易及集中竞价交易减持） 报告签署日期：2025 年 5 月 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》(以下简称"《收购办法》")及《公开发行证券的公司 信息披露内容与格式准则第 15 号——权益变动报告书》等相关法律、法规的有 关规定编写本权益变动报告书。 二、信息披露义务人签署本权益变动报告书已获得必要的授权和批准，其履 行亦不违反信息披露义务人内部管理制度中的任何条款或与之冲突。 三、依据《证券法》、《收购办法》的规定，本权益变动报告书已全面披露信 息披露义务人湖州风林火山股权投资合伙企业（有限合伙）在江苏神通中拥有权 益的股份变动情况。 四、 ...

证券代码：002438 证券简称：江苏神通 公告编号：2025—031 江苏神通阀门股份有限公司 关于持股 5%以上股东权益变动后持股比例触及 1%整数倍且持股比例 降至 5%以下暨披露简式权益变动报告书的提示性公告 公司股东湖州风林火山股权投资合伙企业（有限合伙）保证向本公司提供的信 息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、本次权益变动性质为股份减少，不触及要约收购。 份管理暂行办法》《深圳证券交易所上市公司自律监管指引第18号——股东及董事、监事、高 级管理人员减持股份》等相关规定，现将相关情况公告如下： 一、股东权益变动触及1%整数倍的情况 自前次（2025年5月6日）公司披露股东风林火山权益变动后持股比例触及1%整数倍公告之 后至2025年5月20日期间，风林火山累计减持508万股，持有公司股份比例由原6.000909%减少 至4.999998%，权益变动触及1%的整数倍。具体情况如下： 合计持有股份 3,045.6863 6.000909 2,537.6863 4.999998 其中：无限售条件 ...

Group 1: Investor Relations Activity - The investor relations activity was an earnings briefing held on May 16, 2025 [1] - Participants included the company's president, vice president, financial director, independent director, and securities representative [1] Group 2: Company Overview - The company provided an overview of its production and operational status for the first quarter of 2025 [1] - Future development trends were also discussed during the meeting [1]

Group 1: Financial Performance - The company's Q1 2025 revenue was 57,747.24 million yuan, representing a year-on-year growth of 1.21% [7] - The net profit attributable to shareholders for Q1 2025 was 8,950.26 million yuan, with a year-on-year increase of 6.94% [7] - As of the end of 2024, the company's total assets reached 6,081,865,717.78 yuan, up 4.04% year-on-year, while net assets attributable to shareholders increased by 7.20% to 3,513,514,355.60 yuan [9] Group 2: Business Expansion and Strategy - The company is actively expanding its international business, particularly in the Middle East, with a focus on oil refining and gas extraction sectors [5] - The annual production capacity for nuclear valves is sufficient to meet current market demand, with plans to increase capacity to support over 12 nuclear power units [3] - The company aims to enhance operational efficiency and shareholder returns while maintaining a focus on core business development [6] Group 3: Market Trends and Future Outlook - The nuclear energy sector is expected to grow, with projections indicating that by 2035, nuclear power generation in China could account for approximately 10% of total energy production [14] - The company is committed to sustainable development and green production practices, including the use of low-energy equipment and efficient pollution control measures [16] - The demand for nuclear valve maintenance and repair services is anticipated to increase as more nuclear power units become operational [15] Group 4: Corporate Governance and Market Position - The company emphasizes the importance of value creation and improving corporate governance to enhance market capitalization [21] - There are no undisclosed significant information leaks from the earnings call, ensuring transparency in communications with investors [22]

Core Viewpoint - Jiangsu Shentong reported a revenue of 577.47 million yuan in Q1 2025, reflecting a year-on-year growth of 1.21%, and a net profit of 89.50 million yuan, up 6.94%, indicating strong competitiveness in the nuclear valve market [1][2] Financial Performance - The company achieved a revenue of 577.47 million yuan in Q1 2025, which is a 1.21% increase compared to the previous year [1] - The net profit attributable to shareholders was 89.50 million yuan, representing a 6.94% year-on-year growth [1] Business Development - The company emphasizes sustainable development through energy conservation and green production, utilizing low-energy equipment and enhancing automation in production processes [1] - Jiangsu Shentong is committed to building an environmentally friendly manufacturing enterprise by investing in efficient pollutant treatment devices [1] Market Outlook - The demand for nuclear valves is expected to grow due to advancements in nuclear technology and its expanding application areas [1] - The company plans to increase R&D investment and new product development to drive high-quality growth [2] - Jiangsu Shentong specializes in various valve systems for industries such as metallurgy, nuclear power, petrochemicals, and coal chemical [2]

Group 1: Haida Group - Haida Group has set short-term and medium-term goals for its feed business, targeting an increase of 3 million tons by 2025 and 51.5 million tons by 2030 [1] - The company emphasizes the importance of core technological capabilities, particularly in breeding technology, farming models, and feed technology [1] - The overseas strategy focuses on Southeast Asia, Africa, and South America, with capital expenditures aimed at overseas capacity construction and domestic equipment upgrades [1] - The company is exploring a light-asset, low-risk pig farming model and aims to maintain procurement advantages through technological research and development [1] - In aquaculture, factory-based shrimp farming has become a key focus, with plans for future expansion [1] - The company plans to distribute 1.8 billion yuan in cash dividends for the year 2024 [1] Group 2: Jiangsu Shentong - Jiangsu Shentong continues to invest in R&D in the nuclear valve sector, successfully launching products that meet the requirements of third and fourth-generation nuclear power technologies [2] - The company expects to complete bidding by the end of 2025 to early 2026, with phased deliveries of nuclear valve products over the next 2-3 years [2] - The gross margin stands at 36.75%, within a normal fluctuation range [2] - The company emphasizes the management of accounts receivable and has implemented various measures to reduce bad debt risks [2] - Future profit growth is concentrated in key areas such as nuclear power, hydrogen energy, semiconductor equipment, and marine engineering [2] Group 3: Anji Technology - Anji Technology continues R&D in electroplating solutions and additives, with local production progressing smoothly in 2024 [3] - The company has seen significant growth in functional wet electronic chemicals, particularly in post-etch cleaning and post-polishing cleaning solutions [3] - The gross margin is expected to improve in 2024 due to product diversification and enhanced production efficiency [3] - The company is strengthening its supply capability of core raw materials to enhance product stability and competitiveness [3] - Product pricing is determined by market mechanisms, taking into account customer demand and other factors [3]

出席本次业绩说明会的嘉宾有：董事、总裁吴建新先生、独立董事严骏先生、副总裁兼董事会秘书章其 强先生、财务总监林冬香女士、审计总监洪学超先生、保荐代表人徐开来等。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002438 证券简称：江苏神通 公告编号：2025-030 江苏神通阀门股份有限公司 关于举行2025年第一季度网上业绩说明会的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 江苏神通阀门股份有限公司（以下简称"公司"）2025年第一季度报告已于2025年4月29日刊登于巨潮资 讯网、《证券时报》《中国证券报》《上海证券报》。 为方便广大股东和投资者特别是中小投资者进一步了解公司2025年第一季度的经营情况，公司定于2025 年5月16日（星期五）下午15:00-17:00在全景网举行2025年第一季度业绩网上说明会，本次业绩说明会 将采用网络远程的方式举行，广大投资者可登陆全景网"投资者关系互动平台"（https://ir.p5w.net）参与 本次业绩说明会。 2025年5月15日 为充分尊重投资者、提升交流的针对性，现就公司20 ...