证券日报网讯江苏神通（002438）8月27日发布公告，在公司回答调研者提问时表示，钢铁冶金行业景 气度下降，导致冶金的阀门产品市场需求减少、竞争激烈。面对这一挑战，公司加强了产品研发和工艺 创新，推动降本增效措施落实，同时加大"阀门管家"服务的营销推广，以提高品牌影响力和市场份额； 全球及国内化工、炼化行业资本开支节奏放缓，导致公司能源化工类产品市场竞争加剧，公司将继续在 能源化工领域投入研发，创新营销模式，逐步提升能源石化领域阀门产品的市占率。 ...

Group 1: Company Overview and Strategy - The meeting was organized by GuoXin Securities, Daiwa Securities, and Fangzheng Securities, with the company’s Vice President and Secretary of the Board, Zhang Qiqiang, participating to introduce the company's basic situation and development strategy [2] - The company emphasized compliance with the commitment letter and regulations regarding information disclosure [2] Group 2: Financial Performance and Projections - The gross margin for the nuclear power sector in 2024 is projected to be 36.75%, which is considered within the normal fluctuation range [4] - The delivery of valves for the newly approved nuclear power units is expected to begin in 2026 and 2027 [5][10] Group 3: Product Delivery and Business Operations - The delivery cycle for valve products in metallurgy and energy chemical sectors is generally 3-6 months, while the execution period for energy-saving technology services contracts is typically 6-8 years [6][7] - The "Valve Steward" service has been effectively implemented in the metallurgy sector since 2021, with ongoing promotion to other large steel enterprises [8] Group 4: Future Projects and Market Outlook - The company is optimistic about the future construction prospects of nuclear power projects, aligning with the national strategy for clean energy development [14] - The company is actively expanding its product range beyond butterfly and ball valves in the nuclear sector, with a focus on maintaining healthy competition in the market [11][12]