索通发展(603612.SH)：第四季度预焙阳极行业情况逐步向好

Core Insights - The company's third-quarter profit fluctuations were influenced by three main factors [1] - The pre-baked anode industry saw a slight decrease in procurement benchmark prices in the third quarter, impacting profit margins [1] - The price differential between medium-sulfur and high-sulfur petroleum coke has narrowed, slightly reducing the cost advantages from intelligent blending technology [1] - A major overhaul of the roasting furnace at Jiayuguan Suotong Carbon Materials Co., Ltd. occurred in the third quarter [1] - The pre-baked anode industry is expected to improve in the fourth quarter, with procurement benchmark prices in October and November showing a month-on-month increase [1] - The price differential between medium-sulfur and high-sulfur petroleum coke is expanding [1]