Core Viewpoint - Jiangsu Sopo focuses on the acetic acid industry chain extension and new material development, emphasizing R&D in downstream derivatives and technological upgrades for cost reduction and efficiency improvement [1] Financial Performance - In 2024, Jiangsu Sopo achieved total revenue of 6.403 billion yuan, a year-on-year increase of 18.43% - The net profit attributable to shareholders reached 213 million yuan, a significant year-on-year growth of 1029.62% [1] - For the first quarter of 2025, the company reported revenue of 1.615 billion yuan, a year-on-year increase of 7.45%, and a net profit of 57.0843 million yuan, up 121.16% year-on-year [2] Production and Sales - In 2024, the production volume of acetic acid and its derivatives was 1.7044 million tons, an increase of 31.81% year-on-year, while sales volume reached 1.4886 million tons, up 33.41% year-on-year [1] - Methanol production increased by 64.94%, acetic acid production rose by 34.27%, and acetic ester production grew by 20.54% during the same period [1] Market Conditions - The acetic acid industry is experiencing significant growth in domestic PTA production, acetic acid ethylene production, and acetic acid exports, but faces increased competition and declining prices [1] - The decrease in raw material prices, such as coal, has positively impacted cost control for Jiangsu Sopo [2] Dividend Policy - Jiangsu Sopo plans to distribute a cash dividend of 0.5 yuan per 10 shares to all shareholders, with a cumulative dividend payout ratio exceeding 30% of net profits over the last three years [2] Future Outlook - The company aims to enhance operational performance through technological upgrades, project construction, and optimized management practices, while focusing on high-value-added product transformation [3]

股票代码：600746 股票简称：江苏索普 公告编号：临 2025-019 江苏索普化工股份有限公司 二、投资者提出的主要问题及公司回复情况 本次说明会中投资者提出的主要问题及回复整理如下： 答：谢谢关注。2024 年度，公司通过技术改造、项目建设、装置能力填平补齐、 优化运行管理等举措，主要产品产销量实现较大幅度增加，其中甲醇产量同比增长 同比下降，全年完成营收约 64.03 亿元，净利润约 2.13 亿元。公司募投项目"醋酸 造气工艺技术提升建设项目"于 2023 年末建成投产，为生产的稳定以及醋酸产能的 提升提供了保证。 答：根据市场相关研究机构数据，2024 年度醋酸主要增长点有以下方面：国内 PTA 产量、醋酸乙烯产量以及醋酸出口同比均有较大幅度增长；醋酸行业新增产能也 将有较大幅度增加，市场竞争激烈，醋酸价格下降，给行业带来一定压力。 股票代码：600746 股票简称：江苏索普 公告编号：临 2025-019 答：谢谢关注。公司未来发展重点主要是醋酸产业链延伸及新材料产业，研发 方向一是对醋酸下游衍生品及新材料的研发，二是利用新技术对现有装置的技术提 升及数智化改造，实现降本增效，提升本质安全水平 ...