两融数据显示，该股最新融资余额为7.49亿元，近5日增加8409.97万元，增幅为12.65%。 据天眼查APP显示，江苏神通阀门股份有限公司成立于2001年01月04日，注册资本50753.7461万人民 币。（数据宝） 11月21日江苏神通大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日收 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 盘折溢价 | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | （%） | | | | | | | | 申万宏源证券有限公司上 | 国泰海通证券股份有限公司 | | 97.00 | 1317.26 | 13.58 | 2.41 | 海金山区蒙山路证券营业 | 上海黄浦区福州路证券营业 | | | | | | 部 | 部 | （文章来源：证券时报网） 江苏神通11月21日大宗交易平台出现一笔成交，成交量97.00万股，成交金额1317.26万元，大宗交易成 交价为13.58元，相对今日收盘价溢价2.41%。该笔交易的买方营业部为申万宏源证券有限公司上海金山 区蒙山路证券 ...

| 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 买方营业部 (万元) | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-11-21 | 002438 | 江苏神通 | 13.58 | 97.00 | 1,317.20万宏源证券有限 | | 国泰海通证券股份 | | | | | | | 公司下通等口区警 | | 有限公司上海黄浦 | | | | | | | 山路证券营业部 | | 区福州路证券营业 | | | | | | | | ਸ਼ਹ | | 11月21日，江苏神通大宗交易成交97万股，成交额1317.26万元，占当日总成交额的8.68%，成交价13.58元，较市场收盘价 13.26元溢价2.41%。 ...

每经头条（nbdtoutiao）——展望"十五五" | 专访黄群慧：既要重视AI赋能千行百业，也要考量其对就业 的替代效应和带来的收入极化 （记者 曾健辉） 截至发稿，江苏神通市值为69亿元。 每经AI快讯，江苏神通（SZ 002438，收盘价：13.58元）发布公告称，2025年11月19日，江苏神通接受 中金公司调研，公司副总裁章其强先生参与接待，并回答了投资者提出的问题。 2025年1至6月份，江苏神通的营业收入构成为：核电行业占比38.37%，节能环保行业占比18.78%，冶 金行业占比18.45%，能源装备行业占比17.05%，其他业务占比7.35%。 ...

Core Viewpoint - Jiangsu Shentong Valve Co., Ltd. maintains a leading position in the nuclear valve sector with a market share exceeding 90% and is pursuing a diversified development strategy to enhance growth opportunities in various industries [3]. Group 1: Competitive Landscape - Jiangsu Shentong emphasizes a complementary and healthy competition with domestic peers in the nuclear valve market, supported by the normalization of new nuclear project approvals and the advancement of domestic key equipment [3]. - The company has an online inventory of 150,000 nuclear valves, with its main products, including nuclear butterfly and ball valves, holding a market share of over 90% [3]. - The domestic nuclear valve localization rate is reported to be between 85% and 90%, indicating significant technological progress and global competitiveness in the domestic valve manufacturing industry [3]. Group 2: Growth Drivers - The company aims to consolidate its position in metallurgy, develop its nuclear business, expand in petrochemicals, and enhance energy services while focusing on domestic markets and increasing exports [4]. - Continuous investment in R&D has led to the development of valve products that meet the requirements of third and fourth-generation nuclear technologies, contributing to an increase in the revenue share from the nuclear business [4]. - Jiangsu Shentong is also making strides in emerging fields such as hydrogen energy and semiconductor equipment, with its subsidiary, Shentong New Energy, capable of mass-producing specialized high-pressure valves [4]. Group 3: Long-term Growth Potential - The demand for nuclear valve replacement parts is expected to provide stable and sustainable revenue growth due to the regular maintenance and replacement needs of aging components in operational nuclear power units [5]. - The advancement of controllable nuclear fusion technology is anticipated to drive technological upgrades and market demand in the valve industry, presenting long-term opportunities if commercialization is achieved [5]. - The company is focusing on expanding its export business in core areas such as oil refining and gas extraction to promote scale and technological advancement for long-term development [5].

Core Viewpoint - Jiangsu Shentong (002438.SZ) indicates that the nuclear valve sector is characterized by complementary and healthy competition among domestic peers, with expectations for orderly competition as new nuclear projects are approved and key equipment localization progresses [1] Industry Summary - The nuclear valve industry is expected to maintain a good and orderly competitive state due to the normalization of new nuclear project approvals and the advancement of domestic key equipment [1] - The company currently has 150,000 nuclear valves online, with a market share exceeding 90% for its main products, including nuclear-grade butterfly and ball valves [1] - The impact of controllable nuclear fusion on the valve industry is primarily seen in technological upgrades and increased market demand [1] - The global acceleration of controllable nuclear fusion industrialization and the critical phase of nuclear fusion experimental reactor construction necessitate valves that can meet extreme working conditions [1] - If controllable nuclear fusion achieves commercialization, the valve sector as a supporting industry is expected to encounter long-term opportunities [1]

出席人数：7 名 一、会议开始 本次机构投资者电话调研会议由中金公司组织，公司副总裁兼董秘章其强先 生应约参加会议，首先向参加此次电话会议的机构投资者表示感谢，其后向投资 者介绍了公司基本情况、公司发展战略规划及近期主要工作的进展情况，同时强 调了关于遵守承诺函的约定和上市公司信息披露的有关规定。 二、沟通交流 江苏神通电话会议 调研活动记录 会议地点：公司会议室 会议时间：2025 年 11 月 19 日 会议主持：章其强 会议记录：章其强 问：核级阀门是不是每过几年都要更换整个阀门？ 答：阀门属于易损件和易耗品，在长期运行过程中，其内部零部件会因老化而逐 渐影响整体性能。为确保核电站的安全稳定运行，通常需定期对阀门设备开展检 修与维护，并对性能出现下降的阀门零部件实施预防性更换或维修。随着在运核 电机组有序扩容，叠加老旧机组对备件需求的持续释放，核电备件市场有望为公 司带来稳健且可持续的收入增长。 问：可控核聚变技术发展对行业和公司的影响？ 问：公司与国内同行目前的竞争态势是什么样的？ 答：公司在核电阀门领域与国内同行企业之间更多体现为互补性的良性竞争，随 着核电新项目审批建设进入常态化，以及关键设备国产 ...

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：2025-021 | | □特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系活动 | □媒体采访 | □业绩说明会 | | | □新闻发布会 | □路演活动 | | 类别 | □现场参观 | | | | □√其他（电话调研） | | | 参与单位名称及 | 中金公司、Mondrian | | | 人员姓名 | | | | 时间 | 2025 年 11 月 19 日 | | | 地点 | 公司会议室 | | | 上市公司接待人 | 副总裁：章其强先生 | | | 员姓名 | | | | 投资者关系活动 | | 机构投资者就公司生产经营情况、未来发展规划和战略等进行沟 | | 主要内容介绍 | 通交流。 | | | 附件清单（如有） | 具体内容详见附件：2025 | 年 11 月 19 日投资者调研会议记录 | | 日期 | 2025 年 11 月 19 日 | | ...

| 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) | | | | 2025-11-19 | 002438 | 江苏神通 | 12.78 | 75.00 | 958.50 国投证券股份有限 | | 中航证券有限公司 | | | | | | | | 公司合肥创新大道 | 杭州莫干山路证券 | | | | | | | | 证券营业部 | 营业部 | 11月19日，江苏神通大宗交易成交75万股，成交额958.5万元，占当日总成交额的7.35%，成交价12.78 元，较市场收盘价13.91元折价8.12%。 ...

Group 1: Company Overview and Market Position - The company has a strong market presence in the nuclear valve sector, with over 150,000 nuclear valves installed and a market share exceeding 90% for key products like butterfly and ball valves [3] - The company has invested significantly in the development of specialized valves for various sectors, including nuclear power, coal chemical, and LNG, with promising results expected to enter the market soon [4] Group 2: Product Development and Technology - The company is actively developing new nuclear-grade products, focusing on advanced technologies for third and fourth generation nuclear reactors, ensuring compliance with increasing performance requirements [6] - The gross margin for nuclear valves in fourth generation reactors is comparable to that of third generation reactors, showing no significant difference [7] Group 3: Operational Insights - The revenue recognition for nuclear valve business occurs in batches, typically over a 2-3 year period following order confirmation and production scheduling [8] - Although nuclear valves are designed for a 60-year lifespan, preventive maintenance and part replacements are necessary due to environmental factors affecting certain components [10] Group 4: International Expansion - The company is pursuing international market opportunities, establishing an international trade department and a professional team to enhance export capabilities, particularly in oil refining and gas extraction sectors [9]

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：2025-020 | | □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） | | | 参与单位名称及 | 财通证券 | | | 人员姓名 | | | | 时间 | 2025 年 11 月 14 日 | | | 地点 | 公司会议室 | | | 上市公司接待人 | | | | 员姓名 | 副总裁：章其强先生 | | | 投资者关系活动 | | 机构投资者就公司生产经营情况、未来发展规划和战略等进行沟 | | 主要内容介绍 | 通交流。 | | | 附件清单（如有） | 具体内容详见附件：2025 | 年 11 月 14 日投资者调研会议记录 | | 日期 | 2025 年 11 月 14 日 | | ...