2025年12月25日，中核科技（sz000777）触及涨停，涨停价23.46元，涨幅9.99%，总市值89.95亿元，流 通市值89.95亿元，截止发稿，总成交额7.52亿元。 根据喜娜AI异动分析，中核科技涨停原因可能如下，核电阀门+新能源拓展+燃气轮机供货： 1、中核科 技是核电阀门领域的龙头企业，全球唯一能同时制造主蒸汽隔离阀、爆破阀及稳压器先导式安全阀，技 术壁垒高。公司核电项目在手订单约29亿元，未来5年订单饱满，产能利用率高，且有明确的产能扩建 计划，这些都为公司业绩增长提供了有力支撑。 2、公司积极拓展新能源领域，在多晶硅项目、船用阀 门市场、抽水蓄能项目取得重要进展，实现多元化布局。同时，公司在燃气轮机相关蒸汽系统关键隔离 阀有供货业绩，在航空航天领域相关试验测试项目中也有供货，业务范围进一步扩大。近期市场对核电 及新能源相关概念关注度较高，同板块部分个股也有活跃表现，形成板块联动效应。 3、技术面上，可 结合同花顺等平台查看资金流向。若当日超大单或大单呈现净买入状态，说明有主力资金介入。若 MACD指标形成金叉、KDJ指标处于超卖区域后拐头向上等，也可能是推动股价涨停的技术因素。 声明：市 ...

格隆汇12月24日丨江苏神通(002438.SZ)在投资者关系中表示，有被问到:公司核电阀门产品是否有出 口？ 答:目前，公司核电阀门产品的出口主要采取间接出口模式，即通过国内具备海外工程总承包资质的大 型企业，将产品随整体工程项目一并出口至海外市场。 ...

格隆汇12月24日丨江苏神通(002438.SZ)在投资者关系中表示，有被问到:公司核电阀门产品是否有出 口？ 答:目前，公司核电阀门产品的出口主要采取间接出口模式，即通过国内具备海外工程总承包资质的大 型企业，将产品随整体工程项目一并出口至海外市场。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 调研基本情况 2025年12月23日，江苏神通阀门股份有限公司（以下简称"公司"）在公司会议室举办机构投资者电话调 研会议。本次调研由信达证券组织，公司副总裁兼董秘章其强先生主持会议并与投资者交流，会议记录 由张健负责，共有9家机构投资者参与。会上，章其强首先对参与机构表示感谢，介绍了公司基本情 况、发展战略规划及近期工作进展，并强调了遵守承诺函及信息披露规定的重要性。 核心问题与回应 核电阀门交付与收入确认周期 针对核电阀门从招标到订单交付的节奏，公司介绍，订单生效后，将按流程进行合同执行的合理排产， 待排产计划经业主审核通过并发出生产指令后方可启动生产。"一般在接单后的第二、第三年陆续分批 交货，"公司表示，核电阀门业务收入按实际交货进度分批次确认，每个订单的收入确认周期通常为2-3 年。 备件更换需求支撑市场增长 作为我国核电阀门设备核心供应商之一，公司表示始终紧跟国家核能技术发展步伐，"积极投入研发资 源，开展面向核聚变科学装置等先进核能应用场景的特种阀门研制，持续助力我国核能技术进步与产业 化进程。" 新建产能2026年初起逐步释放 关于新建产能释放 ...

江苏神通电话会议 问：请问公司核电阀门招标到订单交付节奏？ 调研活动记录 会议地点：公司会议室 会议时间：2025 年 12 月 23 日 会议主持：章其强 会议记录：张健 出席人数：9 名 一、会议开始 本次机构投资者电话调研会议由信达证券组织，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 答：通常在订单生效后，公司按流程进行合同执行的合理排产，待排产计划经业 主审核通过后发出生产指令，方可启动生产。一般在接单后的第二、第三年陆续 分批交货。核电阀门业务收入按实际交货进度分批次确认，每个订单的收入确认 周期通常为 2-3 年。 问：公司核电领域阀门的备件更换周期是多久？ 答：尽管核电阀门的设计使用寿命可达 60 年，但这并不意味着在整个服役周期 内无需更换任何部件。以海水系统中的阀门为例，其长期暴露于高盐、高湿环境， 持续遭受泥沙冲刷和氯离子腐蚀等严苛工况影响，为确保系统安全可靠运行，必 须实施预防性的检修、维护乃至 ...

冬日的黄海之滨海潮澎湃。日前开工的百亿级PVA及下游产业链项目建设现场风生水起，成为滨海 沿海产业发展热气腾腾的生动写照。 今年以来，滨海沿海发展势头愈发强劲：江苏国信滨海港高效清洁燃煤发电项目全面建成投产，年 发电量达100亿千瓦时；投资60亿元的海洋智算中心项目开工；滨海港区新开通阿联酋、约旦2条滚装汽 车航线；全国首座LNG冷能交换中心即将运营……昔日荒芜的海边滩涂，正加速蝶变为盐城市向海图 强的重要门户。 沿海，是滨海最坚实的发展底气。滨海县委书记吴启标表示，将坚定不移向海逐绿、向新而行，因 地制宜发展海洋新质生产力，着力提高海洋经济的含绿量、含金量，打造江苏沿海经济带新兴"蓝色增 长极"。 12月15日，滨海港经济开发区青禾冻干果蔬项目施工现场忙碌有序。项目建成后，将成为全国最大 冻干果蔬生产基地，也是全球首个利用LNG冷能开展冻干食品加工的企业。 以"绿电+冷能"为特色，滨海绿色低碳的发展优势不断彰显。目前，全县新能源发电装机容量302万 千瓦，占全市总量的18.5%；2个项目入选全省首批5个绿电直连供电试点；中海油盐城"绿能港"今年累 计接卸液化天然气239.42万吨、外输211.48万吨。同时 ...

Core Viewpoint - China Oriental Group's stock rose nearly 6% following the announcement of its acquisition of shares in Jiangsu Shentong, indicating market confidence in the company's strategic investment in emerging sectors like nuclear power and high-end valves [1]. Group 1: Acquisition Details - China Oriental Group announced that its subsidiary, Jinxin Heavy Industry, will acquire 3.7535 million shares of Jiangsu Shentong, representing approximately 0.74% of the company's issued shares, at an average price of about RMB 13.85 per share (approximately HKD 15.24) [1]. - The total consideration for the acquisition is approximately RMB 52 million (around HKD 57.2 million), which will be fully funded by the group's internal resources [1]. - Post-acquisition, China Oriental Group will hold a total of 4.05 million shares in Jiangsu Shentong, increasing its stake to 0.80%, making it the ninth largest shareholder [1]. Group 2: Strategic Implications - The investment reflects China Oriental Group's recognition of Jiangsu Shentong's fundamentals and the growth prospects in the nuclear power and high-end valve sectors [1]. - This acquisition is intended to enable China Oriental Group to share in the growth dividends of emerging fields such as nuclear power, semiconductors, and hydrogen energy [1]. - Jiangsu Shentong is expected to leverage China Oriental Group's industrial resources to enhance collaboration within the metallurgical and nuclear power sectors [1].

Core Viewpoint - China Oriental Group (00581) has seen a nearly 6% increase in stock price following the announcement of its acquisition of shares in Jiangsu Shentong (002438), indicating market confidence in the strategic investment and the potential growth in nuclear power and high-end valve sectors [1] Group 1: Acquisition Details - China Oriental Group's subsidiary, Jinxin Heavy Industry, will acquire 3.7535 million shares of Jiangsu Shentong at an average price of approximately RMB 13.85 per share (around HKD 15.24), totaling about RMB 52 million (approximately HKD 57.2 million) [1] - The acquisition will be fully funded by internal resources of the group, reflecting a strategic investment approach [1] - Post-acquisition, China Oriental Group will hold a total of 4.05 million shares in Jiangsu Shentong, increasing its stake to 0.80%, making it the ninth largest shareholder [1] Group 2: Strategic Implications - The investment is seen as a recognition of Jiangsu Shentong's fundamentals and the promising outlook in the nuclear power and high-end valve sectors [1] - The acquisition aims to leverage China Oriental Group's industrial resources to enhance collaboration in metallurgy and nuclear power, thereby deepening the industrial chain synergy [1]

Core Viewpoint - China Oriental Group is increasing its stake in Jiangsu Shentong, recognizing the potential in nuclear power and high-end valve sectors, while also aiming to leverage emerging fields like semiconductors and hydrogen energy [1] Group 1: Company Actions - China Oriental Group's stock rose by approximately 6%, reaching HKD 1.42, with a trading volume of 7.1523 million HKD [1] - The company announced the acquisition of 3.7535 million shares of Jiangsu Shentong at an average price of approximately RMB 13.85 per share (around HKD 15.24), totaling about RMB 52 million (approximately HKD 57.2 million) [1] - Following the acquisition, China Oriental Group will hold a total of 4.05 million shares in Jiangsu Shentong, increasing its ownership to 0.80%, making it the ninth largest shareholder [1] Group 2: Strategic Implications - The investment reflects China Oriental Group's confidence in Jiangsu Shentong's fundamentals and the growth prospects in the nuclear power and high-end valve sectors [1] - The acquisition is expected to facilitate deeper industrial chain collaboration in metallurgy and nuclear power, leveraging China Oriental Group's industrial resources [1]

Group 1: ESG and Sustainability - The company aims to create value for shareholders, employees, enterprises, and society through its ESG vision, focusing on six areas: management, talent, safety, environment, quality, and integrity [2][3] - In 2025, the company achieved AA ratings from Huazheng and Yidong, and an A rating from Wind, along with awards such as "Top 100 ESG Golden Bull Award" and "Best ESG Practice Award" [3] Group 2: Competitive Advantages - The company has comprehensive qualifications in nuclear valve design and manufacturing, having undertaken national nuclear energy development projects since 2004, and has fully replaced imports with domestic products [3][4] - The company currently holds over 3 billion yuan in nuclear valve orders [4] Group 3: Capacity and Production - The overall capacity utilization rate is performing well, with future expansions focusing on nuclear and petrochemical sectors, emphasizing automation and intelligent upgrades [3][4] - The nuclear capacity expansion is divided into three phases, with the first two phases completed and the third phase ongoing [4] Group 4: Financial Structure - The company's overall debt ratio remains low at around 40%, with slight adjustments in short-term and long-term debt structures due to capacity expansion [4][5] - The decrease in current and non-current assets, particularly cash, is attributed to significant payments for core material procurement, with expectations for improvement in the fourth quarter as receivables are collected [5][6] Group 5: Shareholder Structure and Governance - The major shareholders include state-owned entities, indicating a focus on stable development and strategic decision-making [4][5] - The company ensures transparency and fairness in decision-making processes to avoid potential conflicts of interest among shareholders [5][6]