Group 1 - The company held an investor roadshow in Shanghai, attracting 43 institutional investors to discuss core business layout, technological advancements, and future development plans [1] - The company's subsidiary, Jiangsu Shentong Nuclear Energy Equipment Co., has undertaken the manufacturing of pneumatic ball valves for a project required by the China National Nuclear Corporation [1] - The company emphasizes its technological advantages in valve stability and reliability under harsh conditions in nuclear fusion applications, leading the industry in sealing technology [1] Group 2 - In the semiconductor sector, the subsidiary Shentong Semiconductor Technology (Nantong) focuses on developing vacuum valves and process gas valves for integrated circuits, photovoltaics, and display panels, with some products already validated by customers [1] - The company has established partnerships in the commercial aerospace sector, supplying satellite electric propulsion gas modules and rocket valve components, with small-scale deliveries already initiated [2] - The company aims to increase the value of nuclear valve products supplied to each nuclear power unit to over 100 million yuan, with growth expected from new product development and spare parts market expansion [2]

Group 1 - Jiangsu Shentong announced that on January 26, 2026, it will accept investor research from CITIC Securities and other investors, with key executives participating in the reception [1] - The executives involved include the Executive Vice President Wu Yucheng, Vice President and General Manager of Shentong Nuclear Energy Chen Lin, Vice President and Board Secretary Zhang Qiqiang, and Investor Relations Manager Zhang Jian [1] Group 2 - International gold prices have surpassed $5,000, marking a 280% increase over the past seven years, raising questions about when the peak will be reached [1] - Experts suggest that the key factors influencing gold prices include the US dollar, the international monetary system, interest rate cuts, and technological revolutions [1]

Core Viewpoint - Jiangsu Shentong is actively advancing its original silk production line project, with a focus on high-performance fiber investment and construction [1] Group 1 - The company's wholly-owned subsidiary, Zhejiang Jinggong Carbon Material Technology Co., Ltd., is serving as the experimental and demonstration base for the original silk production line [1] - The first set of original silk production line equipment is expected to begin commissioning work soon to initiate trial production [1]

Group 1: Company Overview and Strategy - The roadshow was organized by CITIC Securities, with key executives presenting the company's basic situation, development strategy, and recent progress [2] - The company emphasizes compliance with commitment letters and regulations regarding information disclosure for listed companies [2] Group 2: Research and Development in Nuclear Fusion Valves - Jiangsu Shentong Nuclear Equipment Co., Ltd. is dedicated to R&D in nuclear energy applications, currently manufacturing pneumatic ball valves for a project with China National Nuclear Corporation [3] - The company possesses significant technical advantages in the field of fusion valves, particularly in sealing components, ensuring stability and reliability under harsh conditions [4] Group 3: Semiconductor and Aerospace Applications - Jiangsu Shentong Semiconductor Technology Co., Ltd. has developed vacuum valves and process gas valves, with some products already validated and ready for small-scale production [5] - The company has established partnerships in the aerospace sector, supplying components for satellite electric propulsion systems and achieving small batch deliveries [6] Group 4: Data Center and International Market Expansion - The company has developed products for liquid cooling systems in data centers, including pipe valves and quick-connect fittings, with small-scale samples sent for validation [7] - Significant progress has been made in expanding export market access and certification, laying a solid foundation for obtaining foreign trade orders [8] Group 5: Future Goals and Product Development - The company aims to increase the supply value of nuclear valves in a single nuclear power unit to over 100 million yuan, with growth expected from new product development and spare parts market expansion [9] - A comprehensive product matrix has been established, including various high-quality nuclear-grade valves, with ongoing efforts to enhance product iterations and accelerate R&D in advanced technologies [11]

证券代码：002438 证券简称：江苏神通 江苏神通阀门股份有限公司投资者关系活动记录表 编号：2026-001 | | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活动 | □新闻发布会 □√路演活动 | | 类别 | □现场参观 | | | □其他（电话调研） | | | 中信证券、广发证券、华泰证券、国投证券、申万宏源证券、国 盛证券、国信证券、光大证券、国元证券、中金证券、华源证券、 | | 参与单位名称及 | 山西证券、东方财富证券、浙商证券、国联民生证券、中信建投 | | | 证券、中泰证券、华安证券、半夏投资、玄元投资、浙商资管、 | | 人员姓名 | 建信资管、钧犀投资、犇牛投资、健顺投资、启元投资、星火基 | | | 金、水璞私募、安宇资本、宁银理财、辰韬资本 | | 时间 | 2026 年 1 月 26 日 | | 地点 | 上海浦东新区保利浦开金融中心 T1 办公楼 | | | 常务副总裁：吴昱成先生 | | 上市公司接待人 | 副总裁、神通核能总经理：陈林先生 | | 员姓名 | 副总裁、董事会秘书：章其强先生 | ...

1月27日，江苏神通大宗交易成交100万股，成交额1613万元，占当日总成交额的5.38%，成交价16.13 元，较市场收盘价16.2元折价0.43%。 | 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 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2026-01-27 | 002438 | 江苏神通 | 16.13 | 100.00 | | 1,613.四金证券股份有限 | 长城证券股份有限 | | | | | | | | 公司上海奉贤区金 | 公司杭州南大街证 | | | | | | | | 碧路证券营业部 | 券营业部 | ...

Core Viewpoint - Jiangsu Shentong has successfully delivered a batch of NPS42-CL900 high-temperature and high-pressure hydrogen butterfly valves for a methanol synthesis unit project of China Coal, overcoming technical challenges in fluid control equipment under high-temperature and high-pressure hydrogen conditions [1] Group 1 - Jiangsu Shentong has achieved a significant milestone by delivering high-performance valves that address the specific needs of the coal chemical industry [1] - The successful delivery indicates advancements in technology for fluid control in challenging environments, which could enhance operational efficiency in related projects [1]

Core Viewpoint - Jiangsu Shentong (002438) aims to transform from traditional manufacturing to high-end "intelligent manufacturing" by leveraging complementary technologies and resource synergy to achieve breakthroughs in core semiconductor valve technology [1] Group 1 - The company is responding to investor inquiries regarding its strategic development plan [1] - The focus is on meeting the demand in the high-end valve market [1] - The initiative is part of a broader effort to enhance technological capabilities [1]

证券日报网讯 1月16日，江苏神通在互动平台回答投资者提问时表示，神通半导体公司将结合自身的实 际资金需求情况和金融机构相关政策，评估并采取适合公司利益的融资方式，以支持神通半导体的研发 和市场拓展工作。 （文章来源：证券日报） ...

Core Viewpoint - Jiangsu Shentong's subsidiary, Shentong Semiconductor, has successfully entered the user prototype verification stage for its core products, indicating readiness for scaled market promotion [2] Group 1: Product Development - Shentong Semiconductor has completed small batch imports of certain models into customer production lines, meeting basic conditions for large-scale market promotion [2] - The company has established a multidisciplinary R&D system that integrates mechanical, electronic, software, and measurement control technologies [2] Group 2: Market Application - The R&D system supports high reliability and performance indicators of products, effectively meeting stringent requirements in industries such as integrated circuits, photovoltaics, and display panels [2] - The products are designed to meet demanding standards for cleanliness, sealing, and corrosion resistance in precision fluid control components [2]