riqian，jiangsusuopu（600746.sh）fabuzhongzuhoudediyifenbannianbao，jinnianshangbanniangongsiyingshou15yiyuan，tongbizengzhang763.3%；shixianguimujinglirun850.2wanyuan。xiangbiyugongsiyijiduyingshou8.38yiyuan，jinglirun4810wanyuandeyeji，jiangsusuopuerjidudejinglirunxiahuajiaoweiyanzhong。

“gongsizhuyaochanpincusuan，erjidushouxinguanbingduyiqingyingxiangjiaoweiyanzhong。chuleyunshushouzuzhiwai，xiayoukaigongbuli，daozhicusuanjiagedadie。zhenduishichangdimi，kucunkuaisushenggaodeqingkuang，gongsizai4yuedikaishi，jinxingleweiqi35tiandedaguimotingchejianxiu，daozhileerjidujinglirundedafuxiahua。”jiangsusuopudongshizhanghuzongguiduicailianshejizhebiaoshi。

qunianniandi，jiangsusuopuwanchengzhongzu，huzongguibiaoshi，zhongzuwanchenghou，qiyeshilidedaozengqiang，bingqiegongsiganggangtongguo10yiyuandingzengjihua，mujizijinjinxingcusuanshengchanjishugaizao。ciwai，jiangsusuopukonggugudongsuopujituan，duigongsikonggubilvgaoda82.71%，guogaodekongguquan，weijiangsusuopuweilaifazhantigonglekongjian。

醋酸跌价业绩受损

“jinnianshangbannian，yiqingduicusuanjiageyingxiangzhuyaoshixiayoutinggong，yizhiyuxuqiudajian。ercusuanshiyetaihuagongchanpin，yidankucungaowei，shengchanqiyeyalijiuhuihenda，yincijinnianshangbanniancusuanjiagecong2yuefenkaishijiangjiaxiaoshou，4yuezuididanrishoujiayijingjiangdao1930yuan/dun，zheiduiqiyedeyingxiangtaida，yushiwomenxuanzetingchejianxiu，xiaohuakucun。”huzongguiduicailianshejizhebiaoshi。

juzhuochuangzixunshujuxianshi，2019nian4yue，cusuandeyuejunjiagewei2992yuan/dun；2020nian4yue，cusuanyuejunjiawei2247yuan/dun，tongbimeidunjiagexiadie745yuan。

“qishi，women1yuedechanpinxiaoshouqingkuangfeichanghao，chunjieqianqiyejihumeiyoukucun。”huzongguiduicailianshejizhebiaoshi，“danmeixiangdaoyiqingzaochengxiayouqiyetinggong，erjiducusuanjiagedadie，tongshikucunjijushenggao。mianduizheizhongqingkuang，womenguoduanjinxing35tiandetingchedaxiu，youtishengleqiyejingyingchengben。suiranzheixiecuoshirangerjidudeyejishoudaoyingxiang，danjishixiaohualekucun，bingkeyirangqiyezaiweilailiangnianneiwuxudaguimotingchejianxiu，duiqiyehouxushengchanyouli。”

erzhideyitideshi，jiangsusuoputingchejianxiuzhihou，youyugongyingjianshao，cusuanxingyejiagexunsuhuinuan，5yuehuadongshichangdanrizuigaojiayidudadao2750yuan/dun。

zhuochuangzixunfenxishiguoxunduicailianshejizhebiaoshi，shouxiayouxuqiuyingxiang，4yuecusuanjiagediezhililunchengbenxianyixia，yiwulirunkongjian。suizhexiayouqiyefengdicaigouyijijiangsusuopudetingchejianxiu，bangzhucusuanxingyeyinglaifandanxingqing。5yue，cusuanjiagelianxushangzhang，huadongdiquzhangzhiyue2665yuan/dun，jiao4yuejiagezuidishileijishangzhangleyue635yuan/dun，zhangfuyue31.3%。

降本增效应对寡头竞争

suiranshouyiqingyingxiang，cusuanjiagexiahuayanzhong，danhuzongguiduicailianshejizhebiaoshi，cusuanxingyemuqianguoneichuyuguatoujingzhengmoshi，yiqingbingbunengjixingyedailaixipai。

congguoneilaikan，muqianjiangsusuopuchanneng120wandun，zhanguoneizongchannengde15%；yusuopuguimochannengjiejindeyouhuayijituan（600623.sh），hualuhengsheng（600426.sh），haiyoushandongyankuang，yijiguojijutousailanisi。zheijijiajutoudecusuanzongchannengchaoguoquanguozongchannengde70%。

youyujianshetourumenjianjiaogao，guoneiyoujingzhenglidecusuanqiye，jibendouyouguozihewaizibeijing，jiandanlaishuozhenggexingyechuzaiyigeguatoujingzhengzhuangtai。jiangsusuopuzaizheiyangdegejuzhixia，weiyikeyizuode，jiushijiangdiqiyechengben，rangqiyechanpingengjuyoujingzhengli。

jiangbenzengxiao，duiyujiangsusuopueryanshiliangfangmian，yifangmianshijienenghuanbaotouru，yifangmianshishengchanjishudegaijin。jucailianshejizhelejie，riqian，gongsiganggangjuedingdingzeng10yiyuan，yongyugongsicusuanzaoqigongyijishutishengjianshexiangmu。gaixiangmubuzengjiachanneng，zhishigaizaocusuanshengchanqianduandeyiyanghuatanzhiqijishu，dadajiangdiyiyanghuatandeshengchanchengben，congerdadaojiangdicusuanshengchanchengbendemude。

jujiangsusuoputuisuan，gaijigaixiangmuwanchenghou，jiangsusuopumeiduncusuandeshengchanchengbenkexiajiang150zhi200yuan，annianchanliang40wandunjisuan，jiukejiangdichengben8000wanyuanzuoyou。

erzhuochuangzixunfenxishiguoxunduicailianshejizhebiaoshi，muqianguoneicusuanxingyequeshishiguatoujingzhengdegeju。zheixiedaxingcusuanqiyewaixiaocusuan，benlaidouyouzhangyuemoshidegudingkehuqun，xianghuzhijianjingzhengdeyalibingbuda。jinnianshoudaoyiqingyingxiang，xiayouqiyekaigongyanzhongbuzu，caidaozhicusuandejiagedafuxiadie，danzheiduiyuxingyeneibujingzhenglaishuo，buyidingshihuaishi。xiangyaozaijingzhengzhongyouyoushi，neimejiangdichengbenshizuiyouxiaodefangshi，suoyijiangsusuopumubiaohenmingque。

有自建新产能打造新产业计划

jiangsusuopuqunianwanchengzhongzuzhihou，qiyezhuyaochanpinbianweicusuanjiqiyanshengpin。qiyechanpindanyi，huibuhuiyingxiangqiyeweilaiqiyefazhan？

erduici，huzongguibingbudanxin，taduicailianshejizhebiaoshi，“wojuededanyichanpinbingbushiwenti，guanjianshishengchanqiyeyaoyouhexinjingzhengli。duiyujiangsusuopulaishuo，chulejiangbenzengxiaozhiwai，jiushiyaozuofazhanjianquanxiaoshouqudao，zheiliangdianzuohaozhihou，jiuyaojinxingchanyeliandeyanshen。”

huzongguirenwei，xiabannianduiyuguoneicusuanshengchanxingyeyingxiangzuidadehaishixinguanbingduyiqing，ruguoguowaiyiqingzaijinnianxiabanniandedaoyouxiaokongzhi，neimexiabanniancusuanxingyedefazhandonglijiuhuigengzu。eryimuqiancusuanjiageeryan，jinnianquannianjiangsusuopudeyejijishibudayuqi，danyinggaihaishikeyilingrenmanyide。

tandaojiangsusuopuweilaidefazhan，huzongguiduicailianshejizhebiaoshi，ruguocusuanxuqiunengdedaojinyibudehuifu，jiagenengwenbutisheng，jiangsusuopukaolvzijianxindecusuanchanneng。“muqianguoneicusuanxingyegejulaikan，danchuncaiqushichangbinggou，xingzhengzulijiangfeichangda。suoyisuopuweilaiyouzijianxinchannengdedasuan。zheigezijianxinchanneng，yaomekaojinyuanliaochandi，yaomekaojinxiaoshoushichang，tongshijiehedangdidehuanbaoqingkuang。womenmuqianyijingyouzhuanyetuanduizaijinxingxinchannengjianshedidekaochale。”huzongguishuo。

erxinchannengweilaijianchengtouchan，jiangsusuopuzaiyouzugouyuanliaozhichengdeqingkuangxia，kaolvdazaoxindexiayouchanyelian。zheigexinchanyelianxiangmu，jiangsusuopuyeyijinglianxugenzongkaochalejin3nian。duiyuxinchanye，jiangsusuopudexiwangshi，gaichanyeyumuqianqiyedezhuyecusuanshitongzongtongyuan。gaixinchanpindeyuanliao，jiangsusuopuyimuqiandechanneng，keyidadaozijizizu；shengchanhuanjie，buxuyaojinxingdatouzidejishugaizao；chanpinyunshuxiaoshouhuanjie，buxuyaoxinzengtouru。

huzongguiduicailianshejizhebiaoshi，duiyujiangsusuopulaishuo，buguanshixinchannengdexuanzhi，haishixinchanyededazao，douyaozunxunjieyuechengbendeyuanze，congxiangmuyikaishijiubachengbenkongzhihao，zheiyangchanpinweilaicainengzaishichangshangyoujingzhengli。

zhidezhuyideshi，jiangsusuopuzaizhongzuzhihou，qiyederongzinenglibiandegengqiang，yeranghuzongguiduiqiyedefazhanyoulegengduoxinxin。huzongguiduicailianshejizhejieshaoshuo：“zhongzuhou，dagudongkonggubilv82.71%，suopujinxingzibenyunzuodekongjianhenda，keyixiyinwailaitouzizhejinru。rongdaogengduodeqian，youqianlejiukeyizuogengduodeshiqing。cusuanxingyeweilaihaishibeikanhaode，youqishiqunianquanguoptaxingyexinchannengdaguimojianshe，duiyucusuandeyuanliaoxuqiuyouzengliang。jinliangnian，guoneiyeyoubushaodiquxinshanglecusuanchanneng，danshoudaojinnianyiqingyingxiang，ptaxingyekaigongshouxian，cusuanxuqiubeidaya。danzongtilaikan，cusuanxingyeweilaihaishiyouqianjingde，danqiantishishengchanqiyeyaobashengchanchengbenjiangdaozugoudi。”