Hoʻohālikelike ʻana o nā hōʻike kālā o nā ʻoihana pepa nui ʻekolu: Ke hiki mai nei anei ke kiko hoʻololi o ka hana ma 2023?
Alakaʻi: I kēia manawa, ua komo ke kumukūʻai o ka pulp lāʻau i kahi pōʻaiapuni i lalo, a ke manaʻo ʻia nei e hoʻomaikaʻi ʻia ka emi ʻana o ka loaʻa kālā a me ka emi ʻana o ka hana i lawe ʻia e ke kumukūʻai kiʻekiʻe ma mua.
E hoʻokō ʻo Zhongshun Jierou i ka loaʻa kālā hana o 8.57 biliona yuan i ka makahiki 2022, he emi makahiki o 6.34%; ʻo ka loaʻa kālā ʻupena i hāʻawi ʻia i nā mea kuleana o nā ʻoihana i helu ʻia ma kahi o 350 miliona yuan, he emi makahiki o 39.77%.
E ʻike ʻo Vinda International i ka loaʻa kālā hana o HK$19.418 biliona i ka makahiki 2022, he piʻi makahiki-ma-ka-makahiki o 3.97%; ʻo ka loaʻa kālā ʻupena i hiki ke pili i ka hui makua o HK$706 miliona, he emi makahiki-ma-ka-makahiki o 56.91%.
E pili ana i nā kumu no ka emi ʻana o ka hana, ua ʻōlelo ʻo Vinda International ma waho aʻe o ka hopena o ke ahulau i ka makahiki 2022, ʻo ka piʻi mau ʻana o nā kumukūʻai maka e loaʻa ka hopena maikaʻi ʻole i ka hana a ka hui.
E loaʻa iā Hengan International ka loaʻa kālā he 22.616 biliona yuan i ka makahiki 2022, he piʻi makahiki-ma-ka-makahiki o 8.8%; ʻo ka loaʻa kālā i hiki ke hāʻawi ʻia i nā mea paʻa waiwai o ka hui he 1.925 biliona yuan, he emi makahiki-ma-ka-makahiki o 41.2%.
pahu kuki
Mai ka manaʻo o ka lakio loaʻa kālā, ʻo ka ʻoihana kāwele pepa ka ʻoihana nui o Hengan International. I ka makahiki 2022, e hana maikaʻi ana kēia ʻoihana o Hengan International. I ka makahiki 2022, e piʻi aʻe ka loaʻa kālā kūʻai aku o ka ʻoihana kāwele pepa o Hengan International ma kahi o 24.4% i 12.248 biliona yuan, e helu ana ma kahi o 54.16% o ka loaʻa kālā holoʻokoʻa o ka hui; he 9.842 biliona yuan ia i ka manawa like i ka makahiki i hala, e helu ana no 47.34%.
Ma ka hoʻoholo ʻana mai nā hōʻike makahiki 2022 i hōʻike ʻia e nā ʻoihana pepa ʻekolu, ʻo ka emi ʻana o ka hana ma muli nui ia o ka piʻi nui ʻana o nā kumukūʻai o nā mea maka.
Ua hōʻike ʻia nā ʻikepili nānā ʻana a SunSirs mai ka makahiki 2022, ua piʻi aʻe nā kumukūʻai kikoʻī o ka pulp lāʻau palupalu a me ka pulp lāʻau paʻakikī, nā mea maka no ka pulp lāʻau. Ua piʻi mua ke kumukūʻai mākeke awelika o ka pulp lāʻau palupalu ma Shandong i 7750 yuan/ton, a ua piʻi mua ka pulp lāʻau paʻakikī i 6700 yuan/ton Ton.
Ma lalo o ke kaomi o ke piʻi nui ʻana o nā kumukūʻai maka, ua emi pū ka hana a nā ʻoihana pepa nui, a ke kū nei ka ʻoihana i nā pilikia nui.
01. He paʻakikī ke hoʻopau i ka piʻi ʻana o ke kumukūʻai i ka piʻi ʻana o nā mea maka
ʻO nā mea maka i hoʻohana ʻia i ke kaʻina hana o ka pepa ʻili e komo pū me ka pulp, nā mea hoʻohui kemika a me nā mea hoʻopili. I waena o lākou, ʻo ka pulp he 50%-70% o ke kumukūʻai hana, a ʻo ka ʻoihana hana pulp ka ʻoihana nui a koʻikoʻi loa o ka ʻoihana pepa home. Ma ke ʻano he mea maka nui o ka honua, ua hoʻopilikia nui ʻia ke kumukūʻai o ka pulp e ka pōʻaiapuni hoʻokele waiwai o ka honua, a ʻo ka loli o ke kumukūʻai pulp e hoʻopilikia i ka pae loaʻa kālā o nā huahana pepa home.
Mai Nowemapa 2020, ua hoʻomau ka piʻi ʻana o ke kumukūʻai o ka pulp. I ka hopena o 2021, ua lana ke kumukūʻai o ka pulp ma 5,500-6,000 yuan/ton, a i ka hopena o 2022, ua piʻi aʻe i 7,400-7,800 yuan/ton.
I mea e kū ai i ka piʻi ʻana o ke kumukūʻai o nā mea maka, i ka lā 2020 o Dekemaba, ua hoʻomaka nā ʻoihana pepa home ma ka ʻāina e hoʻokiʻekiʻe i nā kumukūʻai kekahi ma hope o kekahi. I ka lā 31 o Dekemaba, 2020, i ka hapa lua o 2020, ua hōʻea ka piʻi ʻana o ka pepa i hoʻopau ʻia i 800-1,000 yuan/ton, a ua piʻi ke kumukūʻai o ka hale hana mai ka haʻahaʻa loa o 5,500-5,700 yuan/ton a kokoke i 7,000 yuan/ton. , Ua hōʻea ke kumukūʻai o ka hale hana ʻo Xinxiangyin i 12,500 yuan/ton.
I ka hoʻomaka ʻana o ʻApelila 2021, ua hoʻomau nā ʻoihana e like me Zhongshun Cleanroom lāua ʻo Vinda International i ka hoʻokiʻekiʻe ʻana i nā kumukūʻai.
nā kokoleka pahu
Ua ʻōlelo ʻo Zhongshun Jierou ma ka leka hoʻonui kumukūʻai i kēlā manawa ua hoʻomau ka piʻi ʻana o nā kumukūʻai mea maka, a ua hoʻomau ka piʻi ʻana o nā kumukūʻai hana a me nā kumukūʻai hana o ka hui. Ua ʻōlelo pū ʻo Vinda International (Beijing) ma muli o ka piʻi mau ʻana o nā kumukūʻai mea maka, ua piʻi nui nā kumukūʻai hana, a ke hoʻolālā nei e hoʻoponopono i nā kumukūʻai no kekahi mau huahana hōʻailona Vinda mai ʻApelila 1.
Ma hope iho, i ka hapaha mua o 2022, ua hoʻomaka ʻo Zhongshun Jierou e hoʻokiʻekiʻe hou i nā kumukūʻai, a holomua i nā pae. I ka hapaha ʻekolu o 2022, ua hoʻokiʻekiʻe ʻo Zhongshun Jierou i nā kumukūʻai o ka hapa nui o kāna huahana.
Eia nō naʻe, ʻaʻole i alakaʻi ka piʻi mau ʻana o ke kumukūʻai o nā ʻoihana pepa i ka piʻi nui ʻana o ka hana a ka ʻoihana. I ka ʻaoʻao ʻē aʻe, ua emi ka hana a ka ʻoihana ma muli o ka piʻi ʻana o nā kumukūʻai.
kuki pahu keke
Mai ka makahiki 2020 a i ka makahiki 2022, ʻo ka loaʻa kālā o Zhongshun Jierou he 7.824 biliona yuan, 9.15 biliona yuan, a me 8.57 biliona yuan, kēlā me kēia, me ka loaʻa kālā o 906 miliona yuan, 581 miliona yuan, a me 349 miliona yuan, a me nā palena waiwai nui o 41.32% a me 3.592 biliona yuan. %, 31.96%, a ʻo nā uku paneʻe o ka ʻupena he 11.58%, 6.35%, a me 4.07%, kēlā me kēia.
ʻO ka loaʻa kālā o Vinda International mai 2020 a i 2022 he 13.897 biliona yuan, 15.269 biliona yuan, a me 17.345 biliona yuan, me ka loaʻa kālā o 1.578 biliona yuan, 1.34 biliona yuan, a me 631 miliona yuan. 28.24%, a ʻo nā uku paneʻe o 11.35%, 8.77%, a me 3.64%, kēlā me kēia.
Mai ka makahiki 2020 a i ka makahiki 2022, ʻo ka loaʻa kālā o Hengan International he 22.374 biliona yuan, 20.79 biliona yuan, a me 22.616 biliona yuan, a ʻo ka ʻoihana ʻiʻo e helu no 46.41%, 47.34%, a me 54.16%; ʻo ka loaʻa kālā he 4.608 biliona yuan a me 3.29 biliona yuan, 1.949 biliona yuan; ʻo nā palena waiwai nui he 42.26%, 37.38%, a me 34%, a ʻo nā palena waiwai he 20.6%, 15.83%, a me 8.62%.
I nā makahiki ʻekolu i hala iho nei, ʻoiai ua hoʻomau nā ʻoihana pepa hale nui ʻekolu i ka hoʻokiʻekiʻe ʻana i nā kumukūʻai, he mea paʻakikī nō ke uku i nā kumukūʻai e piʻi nei, a ua hoʻomau ka hana a me ka loaʻa kālā o ka ʻoihana i ka emi ʻana.
pahu ʻono mahina
02. E hiki koke mai ana paha ke kiko hoʻololi o ka hana
Ma ʻApelila 19, ua hoʻokuʻu ʻo Zhongshun Jierou i kāna hōʻike hapaha mua no 2023. Hōʻike ka hoʻolaha ʻana i ka hapaha mua o 2023, ʻo ka loaʻa kālā hana o ka hui he 2.061 biliona yuan, he piʻi makahiki-ma-makahiki o 9.35%; ʻo ka loaʻa kālā i hiki ke hāʻawi ʻia i nā mea kuleana o nā hui i helu ʻia he 89.44 miliona yuan, he emi makahiki-ma-makahiki o 32.93%.
Mai ka kuanaʻike o ka hapaha mua o 2023, ʻaʻole i hoʻohuli ʻia ka hana a ka hui.
Eia nō naʻe, i ka hoʻoholo ʻana mai ke ʻano o ke kumukūʻai o ka pulp, aia nā hōʻailona o ka manaʻolana. Wahi a ka ʻikepili hoʻomau o ka ikaika nui o ka pulp, ua hoʻomau ka piʻi ʻana o ka ikaika nui o ka pulp mai 4252 yuan/ton ma Pepeluali 3, 2020 a hiki i 7652 yuan/ton ma Malaki 1, 2022. Ma hope o kēlā, ua hoʻoponopono iki ʻia, akā ua noho ma kahi o 6700 yuan/ton. Ma Dekemaba 12, 2022, ua hoʻomau ka piʻi ʻana o ka ikaika nui o ka pulp i kahi kiʻekiʻe o 7452 yuan/ton, a laila hoʻomau i ka emi ʻana. Ma ʻApelila 23, 2023, ua hoʻomau ka ikaika nui o ka pulp i 5208 yuan/ton, kahi i hāʻule ma 30.11% mai ke kiʻekiʻe ma mua.
Inā e mālama ʻia ke kumukūʻai o ka pulp ma kēia pae i ka makahiki 2023, e like nō ia me ka hapa mua o 2019.
I ka hapa mua o 2019, ʻo ka nui o ka loaʻa kālā o Zhongshun Jierou he 36.69%, a ʻo ka nui o ka loaʻa kālā he 8.66%; ʻo ka nui o ka loaʻa kālā o Vinda International he 27.38%, a ʻo ka nui o ka loaʻa kālā he 4.35%; ʻo ka nui o ka loaʻa kālā o Hengan International he 37.04%, a ʻo ka nui o ka loaʻa kālā he 17.67%. Mai kēia manaʻo, inā e mālama ʻia ke kumukūʻai pulp ma kahi o 5,208 yuan/ton i ka makahiki 2023, e manaʻo ʻia e piʻi nui ka nui o ka uku paneʻe o nā ʻoihana pepa hale nui ʻekolu, a e hoʻomaka pū kā lākou hana i kahi hoʻohuli.
Ua wānana ʻo CITIC Securities i ka pōʻaiapuni iho o nā kumukūʻai pulp mai 2019 a i 2020, ʻo nā ʻōlelo kūwaho o ka pulp lāʻau palupalu/pulp lāʻau paʻakikī e haʻahaʻa loa ia ma mua o US$570/450/tona. Mai 2019 a i 2020 a me ka hapa mua o 2021, ʻo Vinda International'ʻO ka palena waiwai o ka ʻupena he 7.1%, 11.4%, 10.6%, ʻo ka uku paneʻe o Zhongshun Jierou he 9.1%, 11.6%, 9.6% pakahi, a ʻo ka uku hana o ka ʻoihana ʻiʻo Hengan International he 7.3%, 10.0%, 8.9%.
I ka hapaha ʻehā o 2022, ʻo ka loaʻa kālā o Vinda International lāua ʻo Zhongshun Jierou he 0.4% a me 3.1%. I ka hapa mua o 2022, ʻo ka loaʻa kālā o ka ʻoihana kāwele pepa o Hengan International he -2.6%. E kālele ana nā ʻoihana i ka hoʻihoʻi ʻana i ka loaʻa kālā, manaʻo ʻia e kāohi ʻia nā hana hoʻolaha kūʻai aku i loko o kahi pae, a paʻa nā kumukūʻai o ke kikowaena..pahu ʻono mahina
Ma ka noʻonoʻo ʻana i ke ʻano hoʻokūkū (ʻo ka mana hana hou o ka pepa ʻiʻo i ka makahiki 2020/2021 he 1.89/2.33 miliona tons) a me ke ʻano kumukūʻai alakaʻi, ua wānana ʻo CITIC Securities e manaʻo ʻia ka loaʻa kālā o ka pepa ʻiʻo alakaʻi i kēia pōʻai o ke kumukūʻai pulp i lalo e hoʻihoʻi ʻia i 8%-10%%.
I kēia manawa, ua komo nā kumukūʻai pulp i kahi pōʻaiapuni i lalo. Ma lalo o kēia kumu, manaʻo ʻia nā ʻoihana pepa home e hoʻolauna i kahi hoʻololi hana.
Ka manawa hoʻouna: Mei-15-2023
