Manyan kamfanonin takarda sun haɗu sun ƙara farashi a watan Mayu don "hauhawa" farashin jatan lande na itace da ke "zubar" sama da ƙasa ko kuma ci gaba da tsayawa cak
A watan Mayu, wasu manyan kamfanonin takarda sun sanar da karin farashi ga kayayyakin takarda. Daga cikinsu, Sun Paper ta kara farashin dukkan kayayyakin shafa da yuan 100/ton tun daga ranar 1 ga Mayu. Chenming Paper da Bohui Paper za su kara farashin kayayyakin shafa da RMB 100/ton daga watan Mayu.
Dangane da raguwar farashin bawon itace da kuma farfaɗowar buƙatun da aka samu kwanan nan, a ra'ayin masana da yawa a masana'antu, wannan zagayen hauhawar farashi da manyan kamfanonin takarda ke yi yana da ma'ana mai ƙarfi ta "kira ga ƙaruwa".akwatin cakulan
Wani mai sharhi kan masana'antu ya yi wa wakilin "Securities Daily" nazari: "Aikin masana'antar yana ci gaba da fuskantar matsin lamba, kuma farashin ɓawon itace ya 'ɓace' kwanan nan. Ta hanyar yin wasan 'kuka' a ƙasa, ana kuma sa ran za a dawo da ribar."
Wasan da ya sha kashi tsakanin ɓangaren samar da takardu na sama da na ƙasa
A kwata na farko na wannan shekarar, masana'antar takarda ta ci gaba da fuskantar matsin lamba tun daga shekarar 2022, musamman lokacin da buƙatar tashoshin ba ta inganta sosai ba. Lokacin da ake kashe kuɗi wajen gyara da farashin takardu yana ci gaba da faɗuwa.akwatin cakulan
Ayyukan kamfanoni 23 da aka lissafa a fannin yin takarda na A-share a cikin gida a kwata na farko gaba ɗaya abin takaici ne, kuma ya bambanta da yanayin gabaɗaya na fannin yin takarda a cikin 2022 wanda "ya ƙara samun kuɗin shiga ba tare da ƙara riba ba". Babu wasu kamfanoni kaɗan da ke da raguwar riba.
A cewar bayanai daga Oriental Fortune Choice, daga cikin kamfanoni 23, kamfanoni 15 sun nuna raguwar kudaden shiga na aiki a kwata na farko na wannan shekarar idan aka kwatanta da wannan lokacin a bara; kamfanoni 7 sun fuskanci asarar aiki.
Duk da haka, tun daga farkon wannan shekarar, bangaren samar da kayan masarufi, musamman ga masana'antar jatan lande da takarda, ya fuskanci manyan sauye-sauye idan aka kwatanta da wannan lokacin na 2022. Mai sharhi kan bayanai na Zhuo Chuang Chang Junting ya shaida wa wakilin "Securities Daily" cewa a shekarar 2022, saboda dalilai da dama kamar ci gaba da labarai na gefen wadata da kuma haɗin jatan lande da takarda, farashin jatan lande zai tashi ya ci gaba da zama mai tsada, wanda hakan zai haifar da raguwar ribar kamfanonin takarda. Duk da haka, tun daga shekarar 2023, farashin jatan lande ya ragu da sauri. "Ana sa ran faduwar farashin jatan lande na katako zai iya zurfafa a watan Mayu na wannan shekarar." in ji Chang Junting.akwatin kek
A wannan yanayin, rikicin da ke tsakanin masana'antar sama da ƙasa yana ci gaba da ƙara ta'azzara. Zhang Yan, manazarci kan bayanai na Zhuo Chuang, ya shaida wa wakilin "Securities Daily" cewa: "Masana'antar takarda mai kauri biyu ta fuskanci raguwar farashin pulp da kuma goyon bayan takardar mai kauri biyu saboda tsananin buƙata. Ribar masana'antar ta dawo da kyau sosai. Saboda haka, kamfanonin takarda suna da farashi mai kyau. Tare da tunanin ci gaba da dawo da riba, wannan kuma shine babban goyon bayan tunani ga wannan zagaye na hauhawar farashi ta manyan kamfanonin takarda."
Amma a gefe guda kuma, kasuwar bawon burodi tana da rauni, kuma farashin "nutsewa" a bayyane yake. A gefe guda, tallafin kasuwa ga farashin takarda yana da iyaka. A gefe guda kuma, sha'awar 'yan wasan da ke ƙasa don tara kaya shi ma ya ragu. "Yawancin masu gudanar da takardun al'adu na ƙasa suna jinkiri kuma suna son jira farashin ya faɗi kafin su tara kaya," in ji Zhang Yan.
Dangane da wannan zagayen hauhawar farashi da kamfanonin takarda ke yi, masana'antar gabaɗaya ta yi imanin cewa yuwuwar "sauka" ta ainihi ba ta da yawa, kuma galibi wasa ne tsakanin sama da ƙasa. A cewar hasashen cibiyoyi da yawa, wannan yanayin rashin tabbas na kasuwa zai ci gaba da zama babban jigon a cikin ɗan gajeren lokaci.akwatin kek
A rabi na biyu na shekara, masana'antar na iya cimma nasarar dawo da riba
To, yaushe masana'antar takarda za ta fita daga "duhun duhu"? Musamman bayan fuskantar karuwar amfani da kayayyaki a lokacin hutun "1 ga Mayu", shin yanayin buƙatar ƙarshe ya dawo kuma ya inganta? Waɗanne maki da kamfanoni ne za su fara kawo farfadowar aiki?
Dangane da wannan batu, Fan Guiwen, babban manajan Kumera (China) Co., Ltd., a wata hira da wani dan jarida daga Securities Daily, ya yi imanin cewa halin da ake ciki a yanzu wanda ya yi kama da cike da wasan wuta ya takaita ne ga yankuna da masana'antu masu iyaka, kuma har yanzu akwai yankuna da masana'antu da yawa waɗanda kawai za a iya cewa suna "ci gaba a hankali". "Tare da wadatar masana'antar yawon bude ido da masana'antar masaukin otal, buƙatar marufi na kayayyakin takarda don dafa abinci, musamman marufi na abinci kamar kofunan takarda da kwano na takarda, za su ƙaru a hankali." Fan Guiwen ya yi imanin cewa takarda ta gida da wasu nau'ikan marufi ya kamata su zama na farko da za su sami ingantaccen aiki a kasuwa.
Dangane da takarda mai rufi, ɗaya daga cikin nau'ikan takarda da manyan kamfanonin takarda ke "kuka" a wannan zagaye, wasu daga cikin waɗanda suka yi magana a cikin hirar da suka yi da manema labarai sun bayyana a wata hira da suka yi da manema labarai: "Takardar al'adu ta kasance cikin ƙaramin lokacin kololuwa a wannan shekarar, kuma yanzu tare da cikakken farfadowar masana'antar baje kolin cikin gida, odar takarda mai rufi suma suna da gamsarwa, kuma matakin riba ya inganta idan aka kwatanta da lokacin da ya gabata."akwatin baklava
Chenming Paper ta shaida wa wakilin "Securities Daily" cewa: "Ko da yake farashin takardar al'adu ya farfado a kwata na farko, saboda raguwar farashin farin kwali, ayyukan kamfanonin takardar jajjagen itace har yanzu suna ƙarƙashin wani matsin lamba a kwata na farko. Duk da haka, kamfanin Ana kyautata zaton faduwar farashin kayan amfanin gona na sama zai taimaka a hankali wajen inganta ribar masana'antu na ƙasa."
Masu sharhi kan harkokin masana'antu da aka ambata a sama suma sun yi imanin cewa a halin yanzu masana'antar tana cikin mawuyacin hali. Tare da rage matsin lamba a hankali na farashi da kuma farfaɗo da buƙatun masu amfani a hankali, ana sa ran ribar kamfanonin takarda za ta dawo.
Kamfanin Sinolink Securities ya bayyana cewa yana da kyakkyawan fata game da ci gaban da ake samu a rabin shekarar 2023, kuma dawo da amfani da shi zai kara tallafawa karuwar farashin takarda, wanda hakan zai kara fadada ribar kowace tan.
Lokacin Saƙo: Mayu-10-2023
