Workflow
海工阀门
icon
Search documents
江苏神通:公司海工阀门及外贸业务板块目前处于样机验证及小批量接单阶段
(编辑 袁冠琳) 证券日报网讯 江苏神通8月27日发布公告,在公司回答调研者提问时表示,公司海工阀门及外贸业务板 块目前处于样机验证及小批量接单阶段,项目进度符合公司预期。根据公司核电阀门订单约定和产品生 产交付周期,公司将分批次、分阶段完成核电阀门产品的交付工作,产品收入将在产品交付验收后陆续 确认。 ...
江苏神通(002438) - 2025年6月24日—6月25日调研活动附件之投资者调研会议记录
2025-06-26 02:56
Group 1: Company Overview and Strategy - The company has successfully built a comprehensive product matrix in the nuclear valve sector, including various types of valves and filters, and is actively advancing new product development [2] - The company emphasizes compliance with commitment letters and regulations regarding information disclosure [1] Group 2: Project Progress and Capacity - The high-end valve intelligent manufacturing project is expected to add capacity for at least 4 new nuclear power units, with construction progressing to equipment installation and debugging by the end of the year [5] - The construction period for new nuclear power plants in China is generally 60 months, with procurement tenders completed within the first year [12] Group 3: Financial Performance and Market Trends - Revenue from metallurgical valve products was 412 million yuan in 2024, showing a year-on-year increase despite a decline in market demand since mid-2022 [6] - The company's energy-saving services are expected to see accelerated revenue growth due to the operational benefits from the new gas power generation project [7] Group 4: Market Position and Future Outlook - The domestic nuclear valve localization rate has reached 85%-90%, indicating significant progress in the industry and competitive capability in the global market [11] - The company employs a cost-plus pricing strategy for its valve products, which helps stabilize gross margins despite fluctuations in raw material prices [10]
江苏神通2024年度网上业绩说明会问答实录
Quan Jing Wang· 2025-04-18 05:27
2025年04月17日,江苏神通2024年度网上业绩说明会在全景网顺利举行。出席本次业绩说明会的人员有 董事兼总裁吴建新、副总裁兼董事会秘书章其强、财务总监林冬香、审计总监洪学超、独立董事孙健。 根据全景数据后台统计,在今天的交流过程中,来自全国多个省、市地区的投资者共向上市公司提问34 个,公司嘉宾共回答问题34个,答复率100.00%,充分实现了上市公司与投资者的良好互动。 以下为业绩说明会问答实录: 1、问:在"十五五"规划期间,公司如何看待能源石化行业的转型机会?特别是在精细化工和绿色低碳 能源领域,公司有哪些具体计划?【征集问题】 回答:你好,感谢你对本公司的关注与支持。随着全球对清洁能源的关注和重视程度的不断提升,我国 的能源结构调整也将为公司业务发展提供更多机会,公司计划通过技术创新和研发,优化生产工艺,提 高产品的更新迭代和市场竞争力。公司将继续在精细化工、海工等领域投入研发,寻找新的业务增长 点;公司计划通过高端阀门智能制造项目,实现智能生产和绿色工厂建设,提高生产效率,降低人工成 本,增强市场竞争力。谢谢。 4、问:公司本期盈利水平如何? 回答:你好,感谢你对本公司的关注与支持。2024年 ...