Core Viewpoint - Jiangsu Sopo (600746.SH) announced a scheduled maintenance shutdown for its methanol, acetic acid, and ethyl acetate production facilities from October 10, 2025, to November 10, 2025, with a gradual restart of production thereafter [1] Group 1 - The company will conduct a major overhaul of its methanol, acetic acid, and ethyl acetate facilities [1] - The maintenance is part of the company's annual maintenance plan [1] - The facilities are expected to resume production gradually after the completion of the maintenance on November 10, 2025 [1]

Core Viewpoint - Jiangsu Sopo (600746.SH) announced a scheduled maintenance shutdown for its methanol, acetic acid, and ethyl acetate production facilities from October 10, 2025, to November 10, 2025, with a gradual restart of production thereafter [1] Group 1 - The company will conduct a major overhaul of its methanol, acetic acid, and ethyl acetate facilities [1] - The maintenance is part of the company's annual maintenance plan [1] - The facilities are expected to resume production gradually after the completion of the maintenance on November 10, 2025 [1]

Core Insights - The chemical raw materials sector experienced a rise of 0.82% on November 3, with Deer Chemical leading the gains [1] - The Shanghai Composite Index closed at 3976.52, up 0.55%, while the Shenzhen Component Index closed at 13404.06, up 0.19% [1] Stock Performance - Deer Chemical (920304) saw a closing price of 16.06, with a significant increase of 20.75% and a trading volume of 259,500 shares, amounting to a transaction value of 408 million yuan [1] - Huatai (001217) closed at 14.22, up 7.24%, with a trading volume of 264,800 shares [1] - Other notable performers included Shanshui Technology (301190) with a 6.06% increase, closing at 26.78, and Zhenhua Co. (603067) with a 5.41% increase, closing at 25.51 [1] Fund Flow Analysis - The chemical raw materials sector experienced a net outflow of 237 million yuan from institutional investors, while retail investors saw a net inflow of 236 million yuan [2] - The main stocks with significant fund flow included Baofeng Energy (600989) with a net inflow of 89.53 million yuan from institutional investors [3] - Other stocks like Tianyuan Co. (002386) and Zhenhua Co. (603067) also had notable net inflows from institutional investors, indicating varying levels of investor interest [3]

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。 江苏索普化工股份有限公司（以下简称"公司"）于 2025 年 10 月 31 日 15:00-16:00 在上海证券报•中国证券网路演中心（https://roadshow.cnstock.com/） 通过网络平台在线互动方式召开了 2025 年第三季度业绩网上说明会。现将有关情况 公告如下： 股票代码：600746 股票简称：江苏索普 公告编号：临 2025-043 江苏索普化工股份有限公司 关于 2025 年第三季度业绩网上说明会召开情况的公告 一、说明会召开情况 2025 年 10 月 28 日，公司于上海证券交易所网站（www.sse.com.cn）及指定信 息披露媒体披露了《江苏索普关于召开 2025 年第三季度业绩网上说明会的公告》(公 告编号：临 2025-042)。 2025 年 10 月 31 日 15:00-16:00，公司董事长邵守言先生、总经理陈志林先生 （代行财务总监职责）、独立董事孔玉生先生、董事会秘书范国林先生出席了本次说 明会并与投资者进行互动交流 ...

Core Viewpoint - Jiangsu Sop Group is undergoing a transformation centered on employee health, aligning with the "Healthy China" strategy and aiming for high-quality development while safeguarding employee well-being [1] Group 1: Health and Safety System - The company emphasizes a dual focus on employee health and safety production, establishing a comprehensive health enterprise construction system [2] - Occupational health management serves as the backbone of this system, adhering to national laws and regulations, and implementing various management protocols [2] - Regular training for management personnel ensures effective leadership and execution of health management practices [2] Group 2: Work Environment - A healthy work environment is prioritized, with initiatives like a "smoke-free factory" policy and comprehensive management of dust and harmful gases [3] - The company has created 14 "Employee Health Rooms" equipped with basic health monitoring tools, facilitating easy access to health information for employees [3] - Environmental hygiene teams are established to maintain sanitation, and 52 water purifiers are installed to enhance drinking water quality [4] Group 3: Health Activities - The company organizes annual health check-ups and specialized screenings for female employees, creating dynamic health records for early detection and intervention [5] - Participation in health competitions has led to recognition for employee health awareness and skills [5] - Facilities for various sports and activities promote a culture of "happy work, healthy life," enhancing employee physical fitness and morale [5] Group 4: Health Culture - The company focuses on cultivating a health culture, conducting educational activities to improve employees' health management awareness [6] - Psychological support services are provided to address employees' mental health needs, fostering a supportive work environment [6] - Regular training in emergency response skills adds an additional layer of health security for employees [6] Group 5: Future Outlook - Through a series of unique initiatives, the company integrates health concepts into its corporate culture, enhancing employee belonging and cohesion [7] - The company plans to continue advancing health enterprise construction and exploring new methods for employee health management [7]

Core Insights - Jiangsu Sop (600746.SH) reported a total operating revenue of 4.661 billion yuan for Q3 2025, ranking 15th among disclosed peers, reflecting a decrease of 284 million yuan or 5.74% year-on-year [1] - The net profit attributable to shareholders was 126 million yuan, ranking 12th among peers, down by 81.21 million yuan or 39.21% compared to the same period last year [1] - The net cash inflow from operating activities was 488 million yuan, ranking 11th among peers, with an increase of 132 million yuan or 37.16% year-on-year, marking two consecutive years of growth [1] Financial Ratios - The latest debt-to-asset ratio stands at 20.04%, ranking 4th among peers, a decrease of 0.58 percentage points from the previous quarter, but an increase of 1.47 percentage points year-on-year [3] - The latest gross profit margin is 7.87%, ranking 27th among peers, down by 0.54 percentage points from the previous quarter and down 3.01 percentage points year-on-year [3] - The latest return on equity (ROE) is 2.31%, ranking 19th among peers, a decrease of 1.54 percentage points compared to the same period last year [3] Earnings Per Share and Turnover Ratios - The diluted earnings per share (EPS) is 0.11 yuan, ranking 15th among peers, a decrease of 0.07 yuan or 39.01% year-on-year [3] - The total asset turnover ratio is 0.67 times, ranking 2nd among peers, down by 0.08 times year-on-year, a decline of 10.66% [3] - The inventory turnover ratio is 8.69 times, ranking 10th among peers, down by 0.60 times year-on-year, a decrease of 6.51% [3] Shareholder Structure - The number of shareholders is 39,100, with the top ten shareholders holding 925 million shares, accounting for 79.19% of the total share capital [3] - The largest shareholder is Jiangsu Sop (Group) Co., Ltd., holding 75% of the shares [3]

Group 1 - Jinpan Technology reported a net profit of 486 million yuan for the first three quarters, a year-on-year increase of 20.27%, with total revenue of 5.194 billion yuan, up 8.25% [1] - Saisir announced the maximum price for its H-share issuance at 131.5 HKD per share, with the public offering starting on the same day and expected to end on October 31 [1] - Jinghua Laser plans to invest approximately 200 million yuan in a new project to produce 20,000 tons of UV laser platinum embossed anti-counterfeiting materials [2] Group 2 - Zhenyu Technology intends to invest 2.11 billion yuan in a project for robots and precision structural components, to be developed in three phases from 2025 to 2030 [3] - Qianyuan Power reported a net profit of 493 million yuan for the first three quarters, a year-on-year increase of 85.74%, with total revenue of 2.169 billion yuan, up 47.99% [4] - Haohua Energy's net profit decreased by 50.5% to 554 million yuan, with total revenue of 6.307 billion yuan, down 7.85% [7] Group 3 - Kangtai Biological's net profit fell by 86% to 49.16 million yuan, with total revenue of 2.063 billion yuan, up 2.24% [8] - Huafeng Aluminum reported a net profit of 896 million yuan for the first three quarters, a year-on-year increase of 3.24%, with total revenue of 9.109 billion yuan, up 18.63% [10] - Beiyuan Group's net profit decreased by 10.88% to 214 million yuan, with total revenue of 6.762 billion yuan, down 9.91% [12] Group 4 - Noying Co. reported a net profit of 450 million yuan for the first three quarters, a year-on-year decrease of 22.95%, with total revenue of 31.562 billion yuan, up 2.01% [14] - Chuanhua Zhili's net profit increased by 168.36% to 637 million yuan, despite a revenue decline of 2.74% to 18.84 billion yuan [16] - Jiangsu Sop's net profit decreased by 39.21% to 126 million yuan, with total revenue of 4.661 billion yuan, down 5.74% [18] Group 5 - Yiling Pharmaceutical's net profit increased by 80.33% to 1 billion yuan, with total revenue of 5.868 billion yuan, down 7.82% [20] - Hengwei Technology's net profit decreased by 50.16% to 39.01 million yuan, with total revenue of 739 million yuan, up 16.14% [22] - Gaode Infrared reported a net profit increase of 1058.95% to 582 million yuan, with total revenue of 3.068 billion yuan, up 69.27% [24] Group 6 - Sanxia Water reported a net profit decrease of 8.53% to 351 million yuan, with total revenue of 7.611 billion yuan, down 6.06% [26] - Junda Co. reported a net loss of 419 million yuan for the first three quarters, with total revenue of 5.682 billion yuan, down 30.72% [28] - Shanghai Energy's net profit decreased by 59.22% to 255 million yuan, with total revenue of 5.64 billion yuan, down 22.03% [30] Group 7 - Haizheng Biomaterials reported a net profit decrease of 85.34% to 490,570 yuan, with total revenue of 621 million yuan, down 5.74% [32] - Huisheng Lithium reported a net loss of 103 million yuan, with total revenue of 539 million yuan, up 62.29% [34] - Weicet Technology's net profit increased by 226.41% to 202 million yuan, with total revenue of 1.083 billion yuan, up 46.22% [36] Group 8 - Mengjie Co. reported a net profit increase of 28.69% to 26.52 million yuan, with total revenue of 1.099 billion yuan, down 7.97% [38] - Qingdao Beer terminated its acquisition of 100% equity in Jimo Yellow Wine due to unmet conditions [40] - Sifang Precision plans to issue H-shares and list on the Hong Kong Stock Exchange [42]

格隆汇10月27日丨江苏索普(600746.SH)发布三季报，2025年前三季度实现营业总收入46.61亿元，同比 下降5.74%；归属母公司股东净利润1.26亿元，同比下降39.21%；基本每股收益为0.1093元。 ...

Group 1 - Jiangsu Sopo reported a revenue of approximately 4.661 billion yuan for the first three quarters of 2023, a year-on-year decrease of 5.74% [1] - The net profit attributable to shareholders for the same period was approximately 126 million yuan, reflecting a year-on-year decline of 39.21% [1] - As of the report date, Jiangsu Sopo's market capitalization stood at 8.5 billion yuan [2]

单位：人民币元/吨 | 产品名称 | 价格变动情况 （不含税） | 价格变动情况说明 | | --- | --- | --- | | 醋酸 | 1,746-2,180 | 报告期内，受市场供需等因素影响，醋酸产 | | | | 品价格同比下降。 | | 醋酸乙酯 | 4,404-5,159 | 报告期内，受市场供需等因素影响，醋酸乙 | | | | 酯产品价格同比下降。 | | 甲醇 | 1,947-2,173 | 报告期内，受市场供需等因素影响，甲醇产 | | | | 品价格同比下降。 | | 离子膜碱 | 2,628-2,762 | 报告期内，受市场供需等因素影响，离子膜 | | | | 碱产品价格同比上升。 | | 硫酸（98%） | 589-631 | 报告期内，受市场供需等因素影响，硫酸 | | | | （98%）产品价格同比上升。 | | 二氯苯 | 4,281-6,190 | 报告期内，受市场供需等因素影响，二氯苯 | | | | 产品价格同比下降。 | | 氯乙酸 | 2,302-2,395 | 报告期内，受市场供需等因素影响，氯乙酸 | 一、本季度主要产品的产量、销量及收入（不含税）实现情况 ...