【私募调研记录】富优哲调研江苏索普

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]