Core Viewpoint - Jiangsu Shentong (002438.SZ) has established partnerships with several aerospace technology companies in the satellite electric propulsion system valve sector, indicating a growing presence in the aerospace industry [1] Group 1 - The company’s subsidiary, Shentong New Energy, can supply satellite electric propulsion gas modules, rocket valve components, launch site valve components, and ground device valve components [1] - The company has achieved small batch supply for its products, demonstrating its capability to meet industry demands [1]

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]