证券日报网讯江苏神通（002438）8月25日在互动平台回答投资者提问时表示，根据公司于2025年7月8 日发布的《关于股东减持计划期间届满暨实施情况的公告》，湖州风林火山股权投资合伙企业(有限合 伙)的减持计划已届满并实施完毕，截至2025年7月6日风林火山的持股比例为4.11%。 ...

Group 1: Target Price Increases - The target price increases for listed companies from August 18 to August 24 show significant growth, with Hengmingda (002947) leading at 63.83%, followed by Jiangsu Shentong (002438) at 62.24%, and Dongfang Caifu (300059) at 60.29% [1][2] Group 2: Broker Recommendations - A total of 559 listed companies received broker recommendations during the same period, with Beixin Building Materials (000786) receiving the highest number of recommendations at 22, followed by Yanghe Co., Ltd. (002304) with 21, and Runben Co., Ltd. (603193) with 20 [3][4] Group 3: Rating Upgrades - Nine companies had their ratings upgraded, including Changhai Co., Ltd. (300196) from "Hold" to "Buy" by Northeast Securities, and Chuanjinno (300505) from "Hold" to "Buy" by Pacific Securities [5][6] Group 4: Rating Downgrades - Eleven companies experienced rating downgrades, such as Taoli Bread (603866) from "Recommended" to "Cautious Recommendation" by Minsheng Securities, and Southern Airlines (600029) from "Hold" to "Increase" by Zhongyin International Securities [7][8] Group 5: First Coverage - A total of 97 instances of first coverage were reported, with Southern Airlines receiving an "Increase" rating from Zhongyin International Securities, and Cuihua Jewelry (002731) receiving a "Buy" rating from Tianfeng Securities [9][10]

Group 1 - From August 18 to August 24, brokers issued a total of 463 target prices for listed companies, with the highest target price increases for Hengmingda at 63.83%, Jiangsu Shentong at 62.24%, and Dongfang Caifu at 60.29%, belonging to the consumer electronics, general equipment, and securities industries respectively [1] - A total of 559 listed companies received broker recommendations during the same period, with Beixin Building Materials receiving 22 recommendations, Yanghe Co. receiving 21, and Runben Co. receiving 20 [1] - During this period, brokers upgraded ratings for 9 companies, including Dongbei Securities upgrading Changhai Co. from "Hold" to "Buy", and Pacific Securities upgrading Chuanjinno from "Hold" to "Buy" [1] Group 2 - Brokers downgraded ratings for 11 companies, including Minsheng Securities downgrading Taoli Bread from "Recommended" to "Cautious Recommendation", and Zhongyin International Securities downgrading Southern Airlines from "Hold" to "Increase" [1] - From August 18 to August 24, brokers provided 97 instances of initial coverage, with Southern Airlines receiving an "Increase" rating from Zhongyin International Securities, and Cuihua Jewelry receiving a "Buy" rating from Tianfeng Securities [2] - Other companies receiving initial coverage include Feiyada with a "Buy" rating from Dongbei Securities, Lihua Co. with an "Increase" rating from Huaxi Securities, and Sanhuan Group with a "Buy" rating from Huayuan Securities [2]

公司发布2025 年半年度报告：2025 年半年度公司实现营收10.68 亿元，同比增长1.52%；分别实现归母/ 扣非归母净利润1.50/1.38 亿元，同比分别增长4.72%/8.54%。其中第二季度公司实现收入4.91 亿元，同 比增长1.90%，实现归母/扣非归母净利润分别为0.61/0.48 亿元，同比分别增长1.61%/2.59%。 新增订单总体保持稳定，核电机组产品逐步交付核电业务方面，核电业务新增订单总体保持稳定，已成 为公司增长的核心驱动力。2025 年上半年，公司取得新增订单10.72 亿元，其中神通核能4.83 亿元，占 比45%。相比于2024 年上半年的新增订单12.08 亿元（神通核能5.04 亿元），2025 年核电新增订单同比 下降4.17%。2025 年通过审批的10 台新机组项目的阀门设备招标阶段工作预计本年底至2026 年初将逐 步完成，并需2-3 年完成产品交付。单价方面，核电机组阀门订单价值突破8000 万元。此外公司全资子 公司无锡法兰在单个核电机组提供的核电法兰及锻件订单也超过了2000 万元。公司现已构建起覆盖核 级蝶阀、球阀、地坑过滤器、核级仪表阀、隔膜阀、调 ...

天眼查资料显示，江苏神通阀门股份有限公司，成立于2001年，位于南通市，是一家以从事通用设备制 造业为主的企业。企业注册资本50753.7461万人民币。通过天眼查大数据分析，江苏神通阀门股份有限 公司共对外投资了16家企业，参与招投标项目4810次，财产线索方面有商标信息8条，专利信息870条， 此外企业还拥有行政许可29个。 金融界2025年8月23日消息，国家知识产权局信息显示，江苏神通阀门股份有限公司取得一项名为"一种 高压阀门密封部件"的专利，授权公告号CN223257534U，申请日期为2024年11月。 专利摘要显示，本实用新型涉及阀门密封技术领域，公开了一种高压阀门密封部件，包括作为连接的阀 体，所述阀体一端可拆卸连接有顶盖，所述顶盖内壁固定连接有限位环，所述限位环内壁通过限位组件 连接有把手，以用于对把手和阀瓣进行限位，所述把手一端通过升降组件连接有阀瓣，以用于使阀瓣升 降，所述把手底端转动连接在顶盖顶端。 ...

Group 1 - The core viewpoint is that the green hydrogen industry has significant development potential and a promising future due to technological advancements and policy deepening in the hydrogen energy sector [1] - The company reported a revenue of 410 million yuan in the nuclear power sector for the first half of 2025, representing a year-on-year growth of 15.67% [1]

证券日报网讯江苏神通（002438）8月21日在互动平台回答投资者提问时表示，截至2025年8月20日，公 司股东人数为25184户。 ...

8月20日，江苏神通大宗交易成交160万股，成交额2048万元，占当日总成交额的9.65%，成交价12.8元，较市场收盘价13.99 元折价8.51%。 | 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) | | | 2025-08-20 | 002438 | 江苏神通 | 12.80 | 160.00 | 2,048.00国信证券股份有限 | 中航证券有限公司 | | | | | | | 公司青岛分公司 | 杭州莫干山路证券 | | | | | | | | 营业部 | ...

Core Viewpoint - Jiangsu Shentong (002438) reported a slight increase in revenue and net profit for the first half of 2025, indicating stable financial performance despite some fluctuations in cash and receivables [1][3]. Financial Performance - Total revenue for the first half of 2025 reached 1.068 billion yuan, a year-on-year increase of 1.52% - Net profit attributable to shareholders was 150 million yuan, up 4.72% year-on-year - In Q2 2025, revenue was 491 million yuan, reflecting a 1.9% increase year-on-year, while net profit was approximately 60.89 million yuan, up 1.61% year-on-year [1][3]. Profitability Metrics - Gross margin improved to 32.33%, an increase of 2.39% year-on-year - Net margin rose to 13.88%, up 1.93% year-on-year - Total selling, administrative, and financial expenses amounted to 119 million yuan, accounting for 11.18% of revenue, a decrease of 4.29% year-on-year [1][3]. Key Financial Ratios - Earnings per share (EPS) increased to 0.30 yuan, a rise of 4.7% year-on-year - Net asset value per share was 7.07 yuan, up 7.38% year-on-year - Operating cash flow per share improved to -0.07 yuan, a significant increase of 41.15% year-on-year [1][3]. Cash Flow and Investment Activities - Cash and cash equivalents decreased by 40.47% due to cash dividend distribution and bank loan repayments - Investment activities generated a net cash flow increase of 255.08%, attributed to the recovery of investment funds from a partnership [3][4]. - The net increase in cash and cash equivalents was up 32.87%, driven by improved cash flow from investment activities [3]. Business Model and Market Position - The company's return on invested capital (ROIC) was 7.11%, indicating a historically average capital return rate - The business model relies heavily on capital expenditures, necessitating careful evaluation of capital projects [4][5]. - Analysts project a 2025 net profit of 352 million yuan, with an average EPS forecast of 0.69 yuan [5]. Fund Holdings - The largest fund holding Jiangsu Shentong is the Shenwan Lingshin Global New Energy Equity Fund, which holds 195,700 shares and has shown a 13.28% increase over the past year [6]. Industry Insights - The replacement cycle for nuclear valves can last up to 60 years, but regular maintenance is essential due to environmental factors - Metallurgical valves typically require maintenance every 2 to 3 years due to operational conditions [7].

通过天眼查大数据分析，江苏神通阀门股份有限公司共对外投资了16家企业，参与招投标项目4783次， 知识产权方面有商标信息8条，专利信息864条，此外企业还拥有行政许可29个。 来源：金融界 金融界消息 截至2025年8月19日收盘，江苏神通（002438）报收于14.1元，下跌1.26%，换手率5.35%， 成交量25.08万手，成交金额3.52亿元。 资金流向方面，今日主力资金净流出1459.61万元，占比成交额4.14%。其中，超大单净流出1344.35万 元、占成交额3.82%，大单净流出115.26万元、占成交额0.33%，中单净流出流入1685.82万元、占成交 额4.79%，小单净流出226.20万元、占成交额0.64%。 江苏神通最新一期业绩显示，截至2025中报，公司营业总收入10.68亿元、同比增长1.52%，归属净利润 1.50亿元，同比增长4.72%，扣非净利润1.38亿元，同比增长8.54%，流动比率1.512、速动比率1.102、 资产负债率40.37%。 天眼查商业履历信息显示，江苏神通阀门股份有限公司，成立于2001年，位于南通市，是一家以从事通 用设备制造业为主的企业。企业注册 ...