该公司高度重视科技研发，公司设立研发中心，斩获36项实用新型专利。芳烃分离萃取精馏、费托合成 副产物资源化利用等核心技术，让企业在行业中占据优势。同时，通过物联网、云计算等技术构建双重 预防体系，推动智能化、绿色化生产，实现经济效益与生态效益双赢。如今，企业已成为西北地区唯一 酯化企业，拥有全国最大单套醋酸酯加工装置，更是西北冰醋酸贸易集散中心、乙醇综合利用发展基地 和醋酸酯生产基地，在精细化工与资源循环领域发挥着重要影响力。未来，公司将围绕"延链、补链、 强链"战略持续发力，通过危废综合利用与衍生品深加工完善"醇、苯、酯"循环产业链，力争形成年产 30万吨酯化产品加工能力。 "你说的那个产品新配方，试验效果咋样？""多亏车间工友一起琢磨，效果出乎意料的好。"清晨的宁夏 睿源精细化工有限公司（简称"宁夏睿源"）职工小餐厅里，食物香气弥漫开来。职工刘学鹏端着一碗热 腾腾的拉面，和技术员胡伟童相对而坐，桌上两杯八宝茶冒着热气，你一言我一语间，既有技术难题的 探讨，也有生活趣事的分享。 在这里，一碗拉面、一杯八宝茶，成了各族职工增进感情的纽带，让"各民族像石榴籽一样紧紧抱在一 起"的理念在潜移默化中，深入人心。 这 ...

Core Viewpoint - Jiangsu Sopo (600746.SH) has experienced significant fluctuations in revenue and net profit from 2022 to the first half of 2025, primarily due to market performance of its core products, acetic acid and ethyl acetate, which have seen declining prices impacting overall gross margins [1][2]. Financial Performance Summary - Revenue figures for Jiangsu Sopo from 2022 to the first half of 2025 are as follows: 7.172 billion, 5.390 billion, 6.403 billion, and 3.158 billion [1]. - Net profit for the same period shows a decline to 0.18 billion in 2023, with a recovery to 2.13 billion in 2024, and 1.02 billion in the first half of 2025 [2]. - The gross margin for the main business has decreased over the years, with figures of 15.58%, 7.62%, 8.72%, and 8.40% respectively [1]. Product Performance Analysis - The decline in gross margin is attributed to the market performance of acetic acid and ethyl acetate, with acetic acid's gross margin dropping from 24.69% and ethyl acetate's margin showing a slight recovery in 2025 due to raw material price decreases [1][2]. - In 2024, net profit recovery was supported by stable operations and increased sales volumes of acetic acid and ethyl acetate, which grew by 36.82% and 20.33% respectively [2]. Industry Comparison - Compared to peers, Jiangsu Sopo's gross margin and net profit trends differ due to its concentrated business model focused on acetic acid and derivatives, while competitors like Hualu Hengsheng have a more diverse product range and lower raw material costs [3]. - The overall industry trend shows a decline in gross margins in 2023 followed by a recovery in 2024, aligning with Jiangsu Sopo's performance despite differences in product composition and cost control capabilities [3].

Core Points - Jiangsu Sop (600746) closed at 7.62 yuan on November 14, 2025, up 1.46% from 7.51 yuan the previous week [1] - The company's current market capitalization is 8.899 billion yuan, ranking 24th in the chemical raw materials sector and 2122nd in the A-share market [1] Company Announcements - Jiangsu Sop has completed maintenance and resumed production of methanol, acetic acid, and ethyl acetate as of November 10, 2025 [3] - The company received an inquiry letter from the Shanghai Stock Exchange regarding its application for a specific issuance of A-shares, which is still subject to approval and registration by the China Securities Regulatory Commission [1][3] - The fundraising project for "Acetic Acid Vinyl and EVA Integration Project (Phase I)" aims to raise no more than 1.5 billion yuan for capital expenditures, with an internal rate of return of 12.64% and a payback period of 8.57 years [2] Regulatory Issues - Subsidiaries of Jiangsu Sop have faced five administrative penalties related to safety management and hazardous materials, which have been rectified and do not constitute significant legal obstacles for the current issuance [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 财务状况与经营数据分析 盈利能力波动情况 报告期内（2022年至2025年1-6月），公司主营业务毛利率分别为15.58%、7.62%、8.72%和8.40%，呈 现先降后稳趋势。主要因醋酸产品销售单价从2022年3,455.72元/吨降至2025年上半年2,228.89元/吨，降 幅13.09%，而单位成本降幅（8.25%）不及价格降幅。2024年归母净利润2.13亿元，同比增长 1088.11%，主要受益于醋酸销量增长36.82%。 立信会计师事务所近日就江苏索普化工股份有限公司（以下简称"江苏索普"）向特定对象发行股票申请 文件的审核问询函出具回复意见。公告显示，江苏索普拟募集资金不超过15亿元，用于"醋酸乙烯及 EVA一体化项目(一期工程)"，项目税后内部收益率为12.64%，投资回收期（不含建设期）8.57年。 募投项目概况与投资回报分析 本次募投项目总投资32.26亿元，其中建设投资26.36亿元，建设期利息1.10亿元，联合试运转费、预备 费及流动资金合计4.80亿元。项目建成后将形成33万吨/年醋酸乙烯产能，达产后预计年营业收入31.42 亿元 ...

Core Points - Jiangsu Sop Chemical Co., Ltd. has completed maintenance and is resuming production of methanol, acetic acid, and ethyl acetate production facilities [1][2][4] - The maintenance shutdown began on October 10, 2025, and the facilities were gradually restarted by November 10, 2025 [1][2] Summary by Sections - **Maintenance Schedule** - The company undertook a scheduled maintenance shutdown for its methanol, acetic acid, and ethyl acetate production facilities starting from October 10, 2025 [1] - **Resumption of Production** - As of November 10, 2025, the aforementioned facilities have completed repairs and are in the process of resuming production [2] - **Disclosure Compliance** - The company emphasizes its commitment to comply with relevant laws and regulations regarding information disclosure, designating Shanghai Securities News and the Shanghai Stock Exchange website as its official disclosure platforms [2]

Core Viewpoint - Jiangsu Sopo (600746) announced a scheduled maintenance shutdown for its methanol, acetic acid, and ethyl acetate production facilities starting from October 10, 2025, with a planned restart of production by November 10, 2025 [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 gradually resume production after the completion of the maintenance [1]

Core Viewpoint - Jiangsu Sopo announced a scheduled maintenance shutdown for methanol, acetic acid, and ethyl acetate production facilities starting from October 10, 2025, with a planned restart of operations by November 10, 2025 [1] Summary by Category - **Company Announcement** - The company will conduct a major overhaul of its methanol, acetic acid, and ethyl acetate facilities [1] - The maintenance period is set to last from October 10, 2025, to November 10, 2025 [1] - **Operational Impact** - Production will be halted during the maintenance period, with a gradual resumption of operations post-repair [1]

Core Viewpoint - Jiangsu Sopo (600746.SH) announced a scheduled maintenance shutdown for 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 production facilities [1] - The maintenance period is set to last for one month, starting from October 10, 2025, and ending on November 10, 2025 [1] - Production is expected to gradually resume following the completion of the maintenance [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 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]