Core Viewpoint - Jiangsu Shentong (002438.SZ) announced that its actual controller's family, through Tianxi Heavy Industry, plans to increase its stake in the company, reflecting confidence in the company's future development and value recognition [1] Group 1: Shareholding Increase - Tianxi Heavy Industry intends to acquire 4,053,500 shares of Jiangsu Shentong, representing 0.7987% of the total share capital, through block trading and/or collective bidding on December 2, 2025 [1] - The planned investment for the share acquisition is between RMB 100 million and RMB 155 million, to be executed within the next six months [1] - The share purchase will not have a set price range and will be based on a reasonable assessment of the stock's value and market conditions [1]

Core Viewpoint - Jiangsu Shentong (002438.SZ) announced that its actual controller and chairman, Han Li, through his father Han Jingyuan, plans to increase shareholding in the company, reflecting confidence in its future development and value recognition [1] Shareholding Changes - Han Jingyuan, through Hebei Jinxi Steel Group Heavy Industry Co., Ltd. (Jinxi Heavy Industry), has acquired 4,053,500 shares of Jiangsu Shentong, representing 0.7987% of the total share capital [1] - The company plans to further increase its shareholding by no less than RMB 100 million and no more than RMB 155 million over the next six months through block trades and/or competitive bidding [1] Funding Sources - The funds for the share purchase will come from Jinxi Heavy Industry's own funds or raised funds [1]

证券代码：002438 证券简称：江苏神通 公告编号：2025-065 江苏神通阀门股份有限公司 关于实际控制人的一致行动人持股变动触及 1%整数倍 暨后续增持计划公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、持股变动情况 1.基本情况 信息披露义务人 河北津西钢铁集团重工科技有限公司 住所 河北省唐山市迁西县三屯营镇南 权益变动时间 2025 年 12 月 2 日 股票简称 江苏神通 股票代码 002438 变动类型 （可多 选） 增加√ 减少□ 一致行动人 有√ 无□ 是否为第一大股东或实际控制人 是□ 否√ 2.本次权益变动情况 股份种类（A 股、B 股等） 增持股数（股） 增持比例（%） A 股 4,053,500 0.7987 合 计 4,053,500 0.7987 本次权益变动方式（可多 选） 通过证券交易所的集中交易 √ 通过证券交易所的大宗交易 √ 其他 □（请注明） 本次增持股份的资金来 源（可多选） 自有资金 √ 银行贷款 □ 其他金融机构借款 □ 股东投资款 □ 其他 □（请注明） 不涉及资金来源 □ 3. 本次变动前后，投 ...

Group 1 - The company, Jiangsu Shentong, reported that as of November 30, 2025, the number of shareholders is 27,180 [2][4]

Core Viewpoint - China Orient Group (00581.HK) announced the acquisition of 3.7535 million shares of Jiangsu Shentong (002438.SZ) at an average price of approximately RMB 13.85 per share, totaling around RMB 52 million, to be paid in cash using internal resources [1] Group 1 - The acquisition represents about 0.74% of Jiangsu Shentong's total issued shares as of the announcement date [1] - Following the acquisition, China Orient Group will hold a total of 4.0535 million shares in Jiangsu Shentong, which accounts for approximately 0.80% of the total issued shares [1] - Prior to the acquisition, the group held 300,000 shares of Jiangsu Shentong, representing about 0.06% of the total issued shares [1] Group 2 - The acquisition will be conducted through on-market transactions, with each transaction priced at the market price of the shares at the time of the transaction [1] - The identity of the sellers of the target shares is unknown to the company [1]

Core Viewpoint - China Oriental Group (00581.HK) announced the acquisition of 3.7535 million shares of Jiangsu Shentong (002438.SZ) at an average price of approximately RMB 13.85 per share, totaling around RMB 52 million, to be paid in cash using internal resources [1] Group 1 - The acquisition represents about 0.74% of Jiangsu Shentong's total issued shares as of the announcement date [1] - Prior to the acquisition, the company held 300,000 shares of Jiangsu Shentong, which accounted for approximately 0.06% of the total issued shares [1] - After the acquisition, the company will hold a total of 4.0535 million shares of Jiangsu Shentong, representing about 0.80% of the total issued shares [1] Group 2 - The acquisition will be conducted through on-market transactions, with each transaction priced at the market price of the shares at the time of the transaction [1] - The company is unaware of the identity of the sellers of the target shares [1]

中国东方集团(00581)公布，于2025年12月2日，该公司附属公司津西重工于深圳证券交易所进行场内交 易，按每股约人民币13.85元(相当于每股约15.24港元)的平均价格，收购江苏神通（002438）375.35万股 股份(占本公告日期江苏神通已发行股份约0.74%)，总代价约为人民币5200万元(相当于约5720万港元)。 收购事项的总代价将以现金支付，并由集团内部资源全数拨付。 ...

Group 1 - The nuclear power industry chain in China is experiencing significant breakthroughs with the commencement of new projects in Shandong and Zhejiang, marking a full-scale launch of new constructions [1] - China Uranium Industry's IPO has been successfully launched, enhancing upstream resource security for the nuclear power sector [1][4] - The international fusion cooperation project BEST has been initiated, accelerating the layout of cutting-edge technologies in the nuclear energy field [1][2] Group 2 - Since 2022, China has consistently approved more than 10 nuclear power units annually, indicating a normalization of project approvals and strong investment momentum in the nuclear sector [3] - The total investment for the newly approved 10 nuclear units in April is estimated to exceed 200 billion yuan, reflecting robust demand for nuclear power construction [3] - In the first nine months of 2025, domestic nuclear power investment reached 990.9 billion yuan, a year-on-year increase of 23.3% [3] Group 3 - China Uranium Industry holds significant mining rights and advanced extraction technologies, which will enhance domestic uranium production capacity and supply security [4] - The IPO aims to raise 4.11 billion yuan to fund several projects, including the Nalinggou uranium mine, thereby strengthening the upstream resource support for the nuclear power industry [4] Group 4 - As of October 2023, China operates 59 nuclear power units with a total installed capacity of 62.48 million kilowatts, maintaining the world's largest scale [5] - China's nuclear power generation accounts for only 5% of total electricity generation, indicating substantial growth potential compared to other regions [5] Group 5 - The first fourth-generation nuclear power plant is set to be operational by December 2023, showcasing advancements in safety and efficiency [6] - The BEST project is progressing, with significant investments in fusion energy technologies, indicating a clear roadmap for nuclear energy development in China [7] Group 6 - Investment opportunities are identified in various segments of the nuclear power industry, including equipment manufacturers, operators, and uranium resource companies [8] - Companies such as China Nuclear Power, China General Nuclear Power, and China Uranium Industry are highlighted as key players to watch in the evolving market [8]

| 权益类证券大宗交易(协议交易) | | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 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 | 卖方营业部 | | | | | | (元) | (万股/万份) | (万元) | | | | | 2025-12-02 | 002438 | 江苏神通 | 13.60 | 30.00 | | 408.00 国泰海通证券股份 | 中信建投证券股份 | | | | | | | | | 有限公司北京德外 | 有限公司东三环中 | | | | | | | | | 大街证券营业部 | 路班券营业部 | | 12月2日，江苏神通大宗交易成交30万股，成交额408万元，占当日总成交额的1.75%，成交价13.6元， 较市场收盘价14.06元折价3.27%。 ...

Core Viewpoint - Jiangsu Shentong's stock price has shown a mixed performance, with a year-to-date increase of 16.01% and a recent decline over the past 20 days, indicating potential volatility in the market [1][2]. Company Overview - Jiangsu Shentong Valve Co., Ltd. was established on January 4, 2001, and went public on June 23, 2010. The company specializes in the research, production, and sales of industrial special valves [1]. - The company's main revenue sources include butterfly valves (23.83%), flanges and forgings (23.09%), energy-saving services (18.78%), non-standard valves (9.66%), and other products [1]. Financial Performance - For the period from January to September 2025, Jiangsu Shentong reported a revenue of 1.638 billion yuan, reflecting a year-on-year growth of 0.22%. The net profit attributable to shareholders was 234 million yuan, with a year-on-year increase of 2.86% [2]. - The company has distributed a total of 369 million yuan in dividends since its A-share listing, with 195 million yuan distributed over the past three years [3]. Shareholder Information - As of November 20, 2025, the number of shareholders for Jiangsu Shentong was 27,700, a decrease of 4.05% from the previous period. The average circulating shares per person increased by 4.22% to 16,942 shares [2]. - The third-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 10.4045 million shares, which increased by 6.5399 million shares compared to the previous period [3].