Kev lag luam ntawv tab tom ntsib kev nyuaj siab kom nce tus nqi, thiab cov ntawv tshwj xeeb yog kev vam meej

Kev lag luam ntawv tab tom ntsib kev nyuaj siab kom nce tus nqi, thiab cov ntawv tshwj xeeb yog kev vam meej

Raws li qhov siab ntawm ob qho kawg ntawm tus nqi thiab kev thov tsis muaj zog, kev lag luam ntawv yuav tsum thim rov qab nws qhov xwm txheej.Ntawm lawv, cov ntawv tshwj xeeb taug qab yog nyiam los ntawm cov koom haum los ntawm kev tsim txiaj ntawm nws tus kheej qhov zoo, thiab nws yuav tsum tau ua tus thawj coj hauv kev tawm ntawm lub trough.Chocolate thawv

Ib tus neeg sau xov xwm los ntawm Financial Associated Press tau kawm los ntawm kev lag luam tias thawj peb lub hlis twg ntawm lub xyoo no, qhov kev thov rau cov ntawv tshwj xeeb tau zoo, thiab qee lub tuam txhab xam phaj tau hais tias "Lub Ob Hlis tau nce siab tshiab hauv kev xa khoom ib hlis."Qhov kev thov zoo kuj tseem cuam tshuam txog tus nqi nce.Noj Xianhe (603733) (603733.SH) ua piv txwv, txij li Lub Ob Hlis, lub tuam txhab thermal hloov daim ntawv tau ntsib ob zaug ntawm tus nqi nce ntawm 1,000 yuan / tuj txhua.Vim lub hli 2-4 yog lub caij ntuj sov lub caij ntuj sov, thiab kev lag luam cia siab tias nws yuav smoother.Chocolate thawv

Nyob rau hauv sib piv, ib txwm bulk daim ntawv xws li dawb cardboard thiab tsev neeg ntawv yog yuav oversupply, thiab qhov kev thov sab tsis tau zoo dua.Kev siv thawj zaug ntawm tus nqi nce xyoo no tsis txaus siab.Raws li cov ntaub ntawv los ntawm National Bureau of Statistics, txij lub Ib Hlis mus txog Lub Ob Hlis xyoo no, cov nyiaj tau los ntawm cov lag luam siab tshaj qhov loj me hauv kev lag luam papermaking thiab ntawv cov khoom lag luam yog 209.36 billion yuan, ib xyoos ib zaug poob ntawm 5.6%, thiab tag nrho. cov nyiaj tau los yog 2.84 billion yuan, ib xyoos ib zaug poob ntawm 52.3%.

Tus nqi ntawm titanium dioxide, cov khoom siv tseem ceeb rau papermaking hauv Q1 xyoo no, tau nce siab, thiab tus nqi ntawm cov tawv nqaij tau khiav ntawm qhov siab.Nyob rau hauv cov ntsiab lus no, seb tus nqi tuaj yeem nce siab tau los ua tus yuam sij rau cov tuam txhab ntawv kom muaj txiaj ntsig.hnublub thawv

Hais txog kev muag khoom, kev xa tawm ntawm cov ntawv tshwj xeeb xav kom loj hlob ntxiv.Kev lag luam sab hauv tau taw qhia tias piv nrog 2022, qhov xwm txheej sab nraud ntawm cov ntawv tshwj xeeb xa tawm xyoo no yog qhov zoo dua."Tus nqi ntawm cov roj av hauv Tebchaws Europe tau ruaj khov ua ntej, thiab tus nqi ntawm cov khoom thauj hauv hiav txwv tau nqis los.Chav tsev nqi ntawm papermaking yog tsawg thiab lub ntim yog loj.Cov nqi thauj khoom muaj kev cuam tshuam zoo rau peb txoj kev lag luam.. Tsis tas li ntawd, lub sij hawm thauj mus los kuj tau luv, uas yog ib qho txiaj ntsig zoo rau peb sib tw nrog cov neeg txawv teb chaws. "

Wuzhou Cov Ntawv Tshwj Xeeb (605007.SH) kuj tau hais hauv kev tshawb fawb tsis ntev los no hais tias kev poob qis ntawm cov peev txheej tsim khoom hauv teb chaws Europe yog lub sijhawm ntev, thiab nws qhov kev sib tw tsis zoo li cov neeg muag khoom hauv Suav teb.

Hauv 2022, kev lag luam xa tawm kev vam meej ntawm cov tuam txhab ntawv yuav nce.Ntawm lawv, qhov zoo tshaj plaws export ntawm cov ntawv tshwj xeeb yog qhov pom tseeb tshaj plaws.Daim ntawv tshaj tawm txhua xyoo qhia tau hais tias kev lag luam xa tawm ntawm Huawang Technology (605377.SH) thiab Xianhe Co., Ltd. tau nce 34.17% thiab 130.19% raws li lub xyoo dhau los, thiab cov nyiaj tau los tag nrho kuj nce xyoo-rau-xyoo.Raws li keeb kwm ntawm kev lag luam tag nrho "nce cov nyiaj tau los tab sis tsis nce cov txiaj ntsig", kev lag luam xa tawm tau cuam tshuam rau cov txiaj ntsig ntawm cov tuam txhab ntawv tseem ceeb dua.

Hauv cov ntsiab lus no, cov ntawv tshwj xeeb taug qab yog nyiam los ntawm cov koom haum.Raws li cov ntaub ntawv pej xeem, txij li thaum pib ntawm lub xyoo no, Xianhe Tshuag thiab Wuzhou Cov Ntawv Tshwj Xeeb tau tshawb fawb los ntawm ze li ib puas lub koom haum, qeb duas ntawm cov tsev kawm ntawv qib siab hauv kev lag luam ntawv.Ib tus neeg muaj vaj huam sib luag ntiag tug tau hais rau tus neeg sau xov xwm los ntawm Lub Tsev Haujlwm Saib Xyuas Nyiaj Txiag uas xav txog qhov xwm txheej ntawm kev lag luam ntawv, kev sib tw rau cov ntawv ntau lawm yog qhov hnyav heev thaum lub sij hawm qis qis, cov khoom siv thiab kev thov ntawm cov ntawv tshwj xeeb kuj sib npaug, thiab kev sib tw. qauv kuj zoo dua.Dab tsi yog qhov kev txhawj xeeb me ntsis yog tias cov ntaub ntawv cuam tshuam Cov Lag Luam tau nthuav dav ntau lawm hauv xyoo tas los no, thiab muaj kev ntxhov siab hauv kev lag luam luv luv kom nqus tau ntau lub peev xwm tshiab.ntawv-khoom plig- ntim

Ntawm cov tuam txhab ntawv tshwj xeeb loj, Xianhe Tshuag thiab Wuzhou Cov Ntawv Tshwj Xeeb muaj kev loj hlob siab tshaj plaws hauv kev tsim khoom.Xyoo no, Xianhe Co., Ltd. yuav muaj 300,000-tuj khoom noj khoom haus cardboard project muab tso rau hauv lub lag luam, thiab Wuzhou Special Paper tus tshiab 300,000-tuj tshuaj-mechanical pulp ntau lawm kab yuav muab tso rau hauv lub lag luam nyob rau hauv lub xyoo no.Nyob rau hauv sib piv, Huawang Technology lub peev xwm ntau lawm expansion yog conservative.Lub tuam txhab cia siab tias yuav ntxiv 80,000 tons ntawm cov ntaub ntawv zoo nkauj hauv lub xyoo no.

Hauv 2022, kev ua haujlwm ntawm cov tuam txhab ntawv tshwj xeeb yuav raug faib.Huawang Technology tau loj hlob tawm tsam kev ua lag luam, nrog cov nyiaj tau los thiab cov txiaj ntsig tau nce los ntawm 16.88% thiab 4.18% xyoo-rau-xyoo, feem.Qhov laj thawj yog vim li cas lub tuam txhab tseem ceeb ntawm kev lag luam ntawm cov ntaub ntawv zoo nkauj xa tawm nyiaj rau cov feem ntau, uas yog pom tseeb los ntawm kev xa tawm.Tsis tas li ntawd, kev lag luam pulp kuj tuaj yeem pab tau.Kev ua tau zoo ntawm Xianhe shares tsis txaus siab, thiab cov nyiaj tau los hauv 2022 yuav poob 30.14% xyoo-rau-xyoo.Txawm hais tias lub tuam txhab muaj ntau cov khoom lag luam, cov txiaj ntsig tag nrho ntawm cov khoom tseem ceeb tau poob qis heev.Txawm hais tias kev lag luam xa tawm tau ua tau zoo, qhov kev tsav tsheb raug txwv vim qhov kev faib ua feem tsawg.