调研速递|江苏神通接待信达证券等9家机构 核电阀门订单交付周期2-3年 单台机组价值量目标1亿元以上
Xin Lang Zheng Quan·2025-12-24 08:57

Group 1 - The company held an investor conference call on December 23, 2025, organized by Xinda Securities, where the Vice President and Secretary of the Board, Zhang Qiqiang, presented the company's basic situation, development strategy, and recent progress [1] - The company emphasized the importance of adhering to commitment letters and information disclosure regulations during the meeting [1] Group 2 - The delivery and revenue recognition cycle for nuclear power valves typically spans 2-3 years, with orders being delivered in batches after the production plan is approved by the owner [2] - The company highlighted that despite the design lifespan of nuclear power valves being up to 60 years, the need for replacement parts is driven by factors such as material aging and environmental conditions, leading to a growing market for replacement parts [3] Group 3 - The company reported significant progress in expanding its overseas market presence, with improvements in export market access and certification [4] - The future target for the value of products in a single unit is to exceed 100 million yuan, with growth expected from new product categories and the replacement parts market [4] - The company is actively investing in research and development for special valves aimed at advanced nuclear energy applications, including nuclear fusion [4] Group 4 - New production capacity is expected to gradually be released starting in early 2026, as the new production line is currently undergoing equipment installation [4]