江苏神通：公司核电阀门在线15万台

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]