??? ???????? ??????? ?? ????? ????? 30 ?? ?????? ?Q3 ?? 1.5 ???? ??? ???? ??? ??? ?? +6%/+14% ??? ???? ?? ???? ???? ????? ???? ??? 160 ???? ??? ???? ??? ??? ?? +1%/+38%. ???????? ??? ?? ???? ??? ????? ? 4 ???? ??? ?? ????? ? ????-?-??? ? -1% ???? ???? ????? ????? ???? ??? 410 ???? ??? (?380 ???? ??? ?????) ???? -27 ??? ??? (?????? ???? ???? -22%) ????

?????? ?????? ?? ??? ????? ????? ???? ?????? (160 ???? ???) ?? ????? ??? ????? ?? ???? ?? ???? ??? ???? ??? ?????? ?????? ???? ?????? ??????? ?? ?????? ????? ???? ??????? ??????

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???? ??? ??????? ?????? ??? ?? ??? ??? ???? ?????, ??? ?????? ???? ??? ???? ?? ?????? ?????.

????? ??? ????? ??? ???????? ????? ?? ??? ?? ???? ?? ??? ?? ????? ??? ?? ????? ????? ???? ??? ???? ??? ???? ?? ??? ??? ?????? ??? ????? ???? ?2024 ???????? ??? ?? ???? ??????/??????/???? ????/???? ??? ????????? ???? ?? -31%/-28%/-8%/+3% ??? 12.3/3.7/8.3/69000 yuan/ton. ?????? ?? ??? ??? ????? ??? ???? ????? ??? ????? ????, ?????? ???? ? 24 ?? ?? ???? ?? ??? + 22% / -5% / + 7% / + 6% ??? ?? RMB 13.4 / 3.5 / 9.8 / 77000 ??? ????. ?????? ????? ???? ??? ?24? ???????? ??? ?? ???? -3.6pct ?? 20.2% ???? ?? 20.2%? ?? ?24?? ?? ??? ????? ???? ??? -3.9pct ?? 19.5% ???? ??? ????

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??????? ?? ??? ?????? ??? ??? ??? ???? ?? ??? ???? ? ??? ????? ???? ??? ????? ???????? ????? ?

??? ????? ???? ??????? 2024 ?????? ?????? ??? ??? +5%/-20% ?? ?? 1617 ?? ????? ?????? 30 ??? ??????/??????/??? ????/???? ??? ?????????? ?? 21.0/3.9/10.2/82000 ???/?? ???? ??? ??? ??? ?? ?? ???? ?? +100%/+11%/+7%/+9% ???? ??? ????? ?? ?? ????????? ?????? ?? ????? ??? ??? ??????? ?????? ???? ??? ????? ???? ???? ?? ??? ???? ???? ????? ?? ???? ?? ?????? ?? ????? ?????? ???? ???? ??? ??????? ?????? ?? ??? ???? ???????? ??????

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????? ????? ??? ?????? ??? ??? ??? ????? ??? ?? ????? ??? ?? ????? ????? ????

?????? ?? ??? ???? ???? ?24?? ?? ??? ???? ?? ?????? ???? ?????? 300 ???? ??? ????? ????? 30 ?? ?????? ?????? ???? ????? ???? 200000 ?? ?? ??? ????? ??? ??? ???? ??? ????? ???? ?? ????? ????? ????? ?????? ????? ???????? 2 ???? ??? ??? ?????? ?? 24 ??? ??? ??? ????? ???? ??? ????? ????. ? 24 ?? ??? ??? ???? ???? ????, ????? 600000 ?? ?????? ???, 60000 ?? ??? ??? caustic ??, 60000 ?? ??? ??? ????? hydroxide, 60000 ?? ??? ??? ????? ?? ??????50 ?? ?? ?????? ???, "Dingyuan ??? II ????? ??? I" ?? ?? ?????? ???? ?????. ?? ??? ?? ???? ??? ??? ??.

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???? ???? ?? ????

?24-26 ??? ???? ?????? ???? ??? 720/102/126 ???? RMB ????? ????-???? +2%/+43%/+23% ??? ??? ? RMB 1.26/1.79/2.21 EPS ?? ?????? ????? ?????? ?25 ??? ???? ????? PE ???? 10 ?? ?????? ??????? ?????? ???? ???? ??? ?????? ???????? ??? ????? ?? ?? ????? ?? ?? ?????? ????? ???? ???? ??? ?????? ????? 14 ?? PE ? 25 ???? ? 25.06 ??? ??? ?? ?????, ??? "???? ????" ???? ????.