SOPO(600746)

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研判2025!中国氯化苯行业产量、价格及开工率分析:产能释放叠加需求回暖,中国氯化苯2025年上半年产量同比激增71.43%[图]
Chan Ye Xin Xi Wang· 2025-08-04 06:49
内容概况:氯化苯作为关键的有机化工中间体,在农药、医药、染料及高分子材料等领域具有不可替代 的战略地位。2025年上半年,中国氯化苯行业迎来产能集中释放期,叠加下游农药制剂出口回暖、医药 创新药研发加速及新型工程塑料需求扩张,行业产量实现跨越式增长,中国氯化苯产量为21.13万吨, 同比增长71.43%。 相关上市企业:航锦科技(000818)、中化国际(600500)、广信股份(603599)、江苏索普 (600746) 相关企业:浙江石油化工有限公司、鲁西化工集团股份有限公司、中化国际(控股)股份有限公司、中 触媒集团股份有限公司、中国石化催化剂有限公司、江苏大千装备制造有限公司、福建龙净环保股份有 限公司、江苏扬农化工股份有限公司、山东中农联合生物科技股份有限公司、国药控股股份有限公司、 浙江龙盛集团股份有限公司、万华化学集团股份有限公司 关键词:氯化苯、氯化苯市场规模、氯化苯行业现状、氯化苯发展趋势 一、行业概述 氯化苯是一种有机化合物,化学式为C6H5Cl,为无色透明液体,有苦杏仁味,不溶于水,溶于乙醇、 乙醚、氯仿、二硫化碳、苯等多数有机溶剂,其用于制造苯酚,硝基氯苯,苯胺以及杀虫剂DDT,还 用 ...
徐曙海调研安全生产工作并开展安全生产宣讲 持续提升化工行业本质安全水平 坚决筑牢高质量发展“安全堤坝”
Zhen Jiang Ri Bao· 2025-07-15 23:55
Group 1 - The core message emphasizes the importance of safety production in the chemical industry, highlighting the need for continuous improvement in safety management and the implementation of advanced technologies [1][2] - The government stresses the necessity of strict safety production responsibilities across all levels, including party leadership, departmental oversight, and corporate accountability [2] - There is a focus on upgrading old equipment and adopting new technologies to enhance safety measures and production efficiency within the industry [1][2] Group 2 - The analysis of typical safety accident cases in the chemical industry aims to identify characteristics and causes, leading to better safety practices [2] - The government encourages the cultivation of a safety culture within enterprises, including regular safety training and emergency drills for employees [2] - The establishment of a robust safety management system is crucial, with an emphasis on strict supervision, accountability, and the implementation of safety regulations [2]
江苏索普: 江苏索普2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-07-09 12:10
Core Viewpoint - Jiangsu Sop Chemical Co., Ltd. has announced a cash dividend distribution plan for the fiscal year 2024, with a cash dividend of 0.05 CNY per share for A-shares, approved during the annual shareholders' meeting on May 23, 2025 [1][2]. Dividend Distribution Plan - The cash dividend distribution is set at 0.05 CNY per share, amounting to a total cash dividend of approximately 57.58 million CNY (including tax) based on the actual participating shares [1][2]. - The total share capital of the company is 1,167,842,884 shares, with 16,196,626 shares in the repurchase account, resulting in 1,151,646,258 shares eligible for the dividend distribution [1][2]. Important Dates - The key dates for the dividend distribution are as follows: - Record date: July 15, 2025 - Last trading day: July 16, 2025 - Ex-dividend date: July 16, 2025 [1][2]. Taxation on Dividends - For individual shareholders holding shares for over one year, the dividend income is exempt from personal income tax, resulting in a net cash dividend of 0.05 CNY per share [3][4]. - For shares held for less than one year, the tax will be withheld upon transfer of the shares, with a tax burden of 20% for holdings of one month or less, and 10% for holdings between one month and one year [4][5]. - Qualified Foreign Institutional Investors (QFII) will have a 10% corporate income tax withheld, resulting in a net cash dividend of 0.045 CNY per share [5][6]. Implementation of Dividend Distribution - The cash dividends will be distributed through China Securities Depository and Clearing Corporation Limited, with shareholders who have completed designated transactions able to receive their dividends on the payment date [2][3].
江苏索普: 江苏江成律师事务所关于江苏索普2024年度差异化权益分派事项的法律意见书
Zheng Quan Zhi Xing· 2025-07-09 12:10
Group 1 - The legal opinion letter is issued by Jiangcheng Law Firm regarding Jiangsu Sop Chemical Co., Ltd.'s 2024 profit distribution plan, specifically addressing the differentiated equity distribution [2][4] - The company plans to distribute a cash dividend of 0.50 yuan (including tax) for every 10 shares, totaling approximately 57.58 million yuan (including tax) [7][8] - The shares held in the company's repurchase special securities account will not participate in the profit distribution, necessitating a differentiated equity distribution treatment [7][9] Group 2 - The legal opinion confirms that the differentiated equity distribution complies with relevant laws and regulations, including the Company Law and Securities Law, and does not harm the interests of the company or its shareholders [9][10] - The calculation of the ex-dividend reference price is based on the closing price prior to the distribution date, with minimal impact on the reference price [8][9]
江苏索普(600746) - 江苏江成律师事务所关于江苏索普2024年度差异化权益分派事项的法律意见书
2025-07-09 11:46
关于 江苏索普化工股份有限公司 2024 年度差异化权益分派事项的 法律意见书 江苏江成律师事务所 地址:江苏省镇江市健康路 1-1 电话:0511-84416626 法律意见书 第一部分 声明事项 为出具本法律意见书,本所及本所律师声明如下: 江苏江成律师事务所 关于 江苏索普化工股份有限公司 2024 年度差异化权益分派事项的 法律意见书 致:江苏索普化工股份有限公司 江苏江成律师事务所(以下简称"本所")接受江苏索普化工股份有限公司(以 下简称"江苏索普"或"公司")的委托,就公司 2024 年度利润分配方案所涉及 的差异化权益分派(以下简称"本次差异化权益分派")相关事宜,根据《中华人 民共和国证券法》(以下简称"《证券法》")、《中华人民共和国公司法》(以 下简称"《公司法》")、《上市公司股份回购规则(2025 修订)》(以下简称 "《回购规则》")和《上海证券交易所上市公司自律监管指引第 7 号——回购股 份(2025 年 3 月修订)》(以下简称"《自律监管指引第 7 号》")等有关法律、 法规和有关规范性文件,出具本法律意见书。 一、为出具本法律意见书,本所已得到如下保证:江苏索普已经提供了 ...
江苏索普(600746) - 江苏索普2024年年度权益分派实施公告
2025-07-09 11:45
2024年年度权益分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 每股分配比例 A 股每股现金红利0.05元 相关日期 证券代码:600746 证券简称:江苏索普 公告编号:临 2025-022 江苏索普化工股份有限公司 | 股份类别 | 股权登记日 | 最后交易日 | 除权(息)日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | A股 | 2025/7/15 | - | 2025/7/16 | 2025/7/16 | 差异化分红送转: 是 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 23 日的2024年年度股东大会审议通过。 二、 分配方案 1. 发放年度:2024年年度 2. 分派对象: 截至股权登记日下午上海证券交易所收市后,在中国证券登记结算有限责任公司上海分 公司(以下简称"中国结算上海分公司")登记在册的本公司全体股东(公司回购专用账户除 外)。 3. 差异化分红送转方案: (1)本次差异化分红方案 公 ...
【私募调研记录】富优哲调研江苏索普
Zheng Quan Zhi Xing· 2025-06-26 00:07
Group 1 - The core viewpoint of the article highlights the recent research conducted by the well-known private equity firm Fuyou Zhe on Jiangsu Suope, focusing on its methanol production capacity and cost-reduction measures in acetic acid production [1] - Jiangsu Suope primarily uses its methanol production capacity for acetic acid raw materials and has not engaged in hedging activities [1] - The company is implementing multiple measures to reduce costs in acetic acid production, including technological upgrades and the application of new technologies [1] Group 2 - The acetic acid ethylene project is being constructed by Jiangsu Suope, funded by its own capital and loans, with trial production expected in the first half of 2027 [1] - Jiangsu Suope collaborates with several universities and research institutions for technological upgrades and research and development, holding the only authorized ethylene method technology in the country [1] - The company emphasizes environmental protection by adopting new technologies to reduce emissions and implementing an environmental enhancement plan [1]
江苏索普:6月24日接受机构调研,上海宽投资产管理有限公司、上海会世私募基金管理有限公司等多家机构参与
Zheng Quan Zhi Xing· 2025-06-25 10:13
Core Viewpoint - Jiangsu Sop (600746) is actively engaging in industry research and development, focusing on cost reduction and environmental sustainability in its acetic acid and derivative products, while also expanding its production capacity through strategic projects like the acetic acid vinyl project. Group 1: Company Operations - The company has an annual methanol production capacity of 690,000 tons, primarily for internal use as acetic acid raw material, with no current hedging activities in place [2] - The acetic acid vinyl project is a significant extension of the company's acetic acid industry chain, with an expected annual consumption of approximately 238,000 tons of acetic acid upon reaching full production [3] Group 2: Cost Reduction and Technological Innovation - The company is implementing continuous technological upgrades to enhance equipment and process efficiency, with a focus on energy-saving and emission-reduction technologies [3] - The company collaborates with universities for research and development, leveraging external expertise for significant technological improvements [4] Group 3: Environmental Commitment - Jiangsu Sop has been recognized as a national "Green Factory" and a provincial "Intelligent Manufacturing Demonstration Workshop," reflecting its commitment to environmental standards and sustainable practices [5] - The company invested approximately 84.21 million yuan in environmental enhancement projects for 2024, significantly reducing emissions below government-approved levels [5] Group 4: Financial Performance - In Q1 2025, the company reported a main revenue of 1.615 billion yuan, a year-on-year increase of 7.45%, and a net profit attributable to shareholders of 57.08 million yuan, up 121.16% year-on-year [6] - The company's net profit excluding non-recurring items reached 57.02 million yuan, reflecting a 142.25% increase compared to the previous year [6]
江苏索普化工股份有限公司关于为全资子公司融资提供担保的公告
Xin Lang Cai Jing· 2025-06-20 21:13
Core Viewpoint - The company, Jiangsu Sop Chemical Co., Ltd., has provided a guarantee of RMB 2.2 billion for its wholly-owned subsidiary, Jiangsu Sop New Materials Technology Co., Ltd., to support financing for a project construction [1][2][7]. Summary by Sections Guarantee Overview - The company has approved a total credit limit of up to RMB 5 billion for itself and its subsidiaries, with a maximum guarantee of RMB 3 billion for its wholly-owned subsidiaries [1][3]. Basic Information on the Guarantee - The guarantee amount is RMB 2.2 billion, with the funds allocated for the construction of the "Vinyl Acetate and EVA Integration Project (Phase I)" [2][3]. - The company has provided no prior guarantees for the subsidiary, and the current guarantee does not involve any counter-guarantee [1][3]. Subsidiary Information - Jiangsu Sop New Materials Technology Co., Ltd. was established on December 4, 2015, with a registered capital of RMB 150 million, focusing on the production and sales of various chemical products [4]. Guarantee Agreement Details - The guarantee is a joint liability guarantee, effective for three years from the date of the guarantee contract [5][6]. - The guarantee covers the principal amount of RMB 2.2 billion, including interest and other related costs [6]. Necessity and Reasonableness of the Guarantee - The guarantee is deemed necessary to meet the financing needs of the subsidiary's project, aligning with the company's long-term development strategy [7][8]. - The company maintains control over the subsidiary's operations and management, ensuring that the guarantee risk is manageable [8]. Total External Guarantee Situation - As of the announcement date, the total external guarantees provided by the company and its subsidiaries amount to RMB 3 billion, which is 55.70% of the company's latest audited net assets [8].
江苏索普(600746) - 江苏索普关于为全资子公司融资提供担保的公告
2025-06-20 09:45
证券代码:600746 证券简称:江苏索普 公告编号:临 2025-021 江苏索普化工股份有限公司 关于为全资子公司融资提供担保的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示: 被担保人名称:江苏索普化工股份有限公司(以下简称"公司"或"江 苏索普")全资子公司江苏索普新材料科技有限公司(以下简称"索普新材料")。 本次担保金额及已实际为其提供的担保余额:本次公司为索普新材料项 目建设融资提供连带责任保证,担保金额为人民币 22 亿元。截止目前,公司已 实际为索普新材料提供担保余额为 0 元(不含本次担保)。 一、公司担保情况概述 公司 2025 年 4 月 15 日召开第十届董事会第十次会议、第十届监事会第七次 会议,2025 年 5 月 23 日召开 2024 年年度股东大会审议通过了《关于 2025 年度 公司及全资子公司向金融机构申请综合授信额度及为综合授信额度内融资提供 担保的议案》,同意公司及全资子公司向银行等金融机构申请总额不超过 50 亿 元的综合授信额度,并同意在上述综合授信额度 ...