Ntụnyere akụkọ ego nke nnukwu ụlọ akwụkwọ atọ dị mkpa: Ọ ga-abụ mgbanwe na arụmọrụ na 2023 ka ọ na-abịa?
Nduzi: Ugbu a, ọnụahịa nke pulp osisi abanyela n'ọkwa dị ala, a na-atụkwa anya na mbelata uru na mbelata arụmọrụ nke nnukwu ọnụ ahịa gara aga kpatara ga-aka mma.
Zhongshun Jierou ga-enweta ego ọrụ nke yuan ijeri 8.57 na 2022, mbelata kwa afọ nke 6.34%; uru net nke ndị na-eketa òkè nke ụlọ ọrụ ndị edepụtara bụ ihe dị ka yuan nde 350, mbelata kwa afọ nke 39.77%.
Vinda International ga-enweta ego ọrụ nke HK $19.418 ijeri na 2022, mmụba kwa afọ nke 3.97%; uru net nke ụlọ ọrụ nne na nna nke HK $706 nde, mbelata kwa afọ nke 56.91%.
Banyere ihe kpatara mbelata arụmọrụ, Vinda International kwuru na na mgbakwunye na mmetụta nke ọrịa ahụ na 2022, mmụba na-aga n'ihu na ọnụ ahịa ihe eji arụ ọrụ ga-enwe mmetụta ọjọọ na arụmọrụ ụlọ ọrụ ahụ.
Hengan International ga-enweta ego ruru ijeri yuan 22.616 na 2022, mmụba kwa afọ nke 8.8%; uru nke ndị ji ụlọ ọrụ ahụ ga-enweta ga-abụ ijeri yuan 1.925, mbelata kwa afọ nke 41.2%.
igbe kuki
Site n'echiche nke oke ego, azụmaahịa akwa nhicha akwụkwọ bụ isi azụmaahịa Hengan International mgbe niile. Na 2022, azụmaahịa Hengan International a ga-arụ ọrụ nke ọma. Na 2022, ego ahịa nke azụmaahịa akwa nhicha akwụkwọ Hengan International ga-abawanye site na ihe dị ka 24.4% ruo 12.248 ijeri yuan, nke ruru ihe dị ka 54.16% nke ego otu ahụ nwetara; ọ bụ ijeri yuan 9.842 n'otu oge ahụ n'afọ gara aga, nke ruru 47.34%.
Site na akụkọ kwa afọ nke afọ 2022 nke ụlọ ọrụ akwụkwọ atọ ahụ kpughere, mbelata arụmọrụ bụ isi n'ihi mmụba dị ukwuu nke ọnụ ahịa ihe eji arụ ọrụ.
Ndekọ nlekota SunSirs na-egosi na kemgbe afọ 2022, ọnụ ahịa nke pulp osisi softwood na pulp osisi siri ike, nke bụ ihe eji emepụta pulp osisi, agbanweela. Ọnụ ahịa nkezi nke pulp osisi softwood na Shandong rịgoro ruo yuan 7750/ton, pulp osisi siri ike rịgorokwa ruo yuan 6700/ton.
N'okpuru nrụgide nke ọnụ ahịa ihe eji emepụta ihe nke ukwuu, arụmọrụ nke nnukwu ụlọ ọrụ akwụkwọ agbadawokwa, ụlọ ọrụ ahụ ka na-echekwa nnukwu ihe ịma aka ihu.
01. Ọ siri ike ịkwụsị mmụba nke ihe eji arụ ọrụ
Ihe ndị e ji emepụta akwụkwọ anụ ahụ gụnyere pulp, ihe mgbakwunye kemịkalụ na ihe ndị e ji ekpuchi ihe. N'ime ha, pulp na-akpata 50%-70% nke ọnụ ahịa mmepụta, ụlọ ọrụ mmepụta pulp bụkwa ụlọ ọrụ kachasị mkpa na nke kachasị mkpa n'ụlọ ọrụ akwụkwọ ezinụlọ. Dịka ihe eji emepụta akwụkwọ mba ụwa, ọnụ ahịa pulp na-emetụta nke ukwuu site na usoro akụ na ụba ụwa, mgbanwe nke ọnụ ahịa pulp na-emetụtakwa ọkwa uru nke ngwaahịa akwụkwọ ezinụlọ.
Kemgbe ọnwa Nọvemba afọ 2020, ọnụ ahịa pulp anọgidewo na-arị elu. Na ngwụcha afọ 2021, ọnụ ahịa pulp rịgoro na yuan 5,500-6,000 kwa tọn, ma na ngwụcha afọ 2022, ọ rịgoro ruo yuan 7,400-7,800 kwa tọn.
Iji merie mmụba ọnụahịa nke ọnụ ahịa ihe eji arụ ọrụ, malite na Disemba 2020, ụlọ ọrụ akwụkwọ ezinụlọ n'ofe mba ahụ malitere ịbawanye ọnụ ahịa otu otu. Ruo Disemba 31, 2020, na ọkara nke abụọ nke 2020, mmụba mkpokọta nke akwụkwọ emechara erutela yuan 800-1,000 kwa tọn, ọnụ ahịa ụlọ ọrụ mmepụta ihe ochie amụbaala site na ebe kacha ala nke yuan 5,500-5,700 kwa tọn ruo ihe fọrọ nke nta ka ọ bụrụ yuan 7,000 kwa tọn. , Ọnụahịa ụlọ ọrụ mmepụta ihe ochie Xinxiangyin erutela yuan 12,500 kwa tọn.
Na mbido Eprel 2021, ụlọ ọrụ dịka Zhongshun Cleanroom na Vinda International gara n'ihu na-ebuli ọnụ ahịa.
chọkọletị igbe
Zhongshun Jierou kwuru n'akwụkwọ ozi mmụba ọnụahịa n'oge ahụ na ọnụ ahịa ihe eji emepụta ihe nọgidere na-arị elu, ọnụ ahịa mmepụta na ọnụ ahịa ọrụ nke ụlọ ọrụ ahụ nọgidere na-arị elu. Vinda International (Beijing) kwukwara na n'ihi mmụba na ọnụ ahịa ihe eji emepụta ihe, ọnụ ahịa mmepụta amụbaala nke ukwuu, ọ na-emekwa atụmatụ ịgbanwe ọnụ ahịa maka ụfọdụ ngwaahịa Vinda site na Eprel 1.
Mgbe nke ahụ gasịrị, na nkeji mbụ nke afọ 2022, Zhongshun Jierou malitere ịbawanye ọnụ ahịa ọzọ, ma na-aga n'ihu n'ọkwa dị iche iche. Ruo nkeji nke atọ nke afọ 2022, Zhongshun Jierou welitere ọnụ ahịa nke ọtụtụ ngwaahịa ya.
Agbanyeghị, mmụba ọnụahịa ụlọ ọrụ akwụkwọ anaghị eduga na mmụba dị ukwuu na arụmọrụ ụlọ ọrụ ahụ. N'ụzọ megidere nke ahụ, arụmọrụ ụlọ ọrụ ahụ dara n'ihi mmụba ọnụ ahịa.
kuki igbe achịcha
Site na 2020 ruo 2022, ego Zhongshun Jierou ga-enweta ga-abụ yuan ijeri 7.824, yuan ijeri 9.15, na yuan ijeri 8.57, n'otu n'otu, yana uru dị nde yuan nde 906, yuan nde 581, na yuan nde 349, na oke uru dị na yuan ijeri 41.32% na 3.592. %, 31.96%, na ọnụego ọmụrụ nwa dị 11.58%, 6.35%, na 4.07%.
Ego Vinda International ga-enweta site na 2020 ruo 2022 ga-abụ yuan ijeri 13.897, yuan ijeri 15.269, na yuan ijeri 17.345, yana uru net nke yuan ijeri 1.578, yuan ijeri 1.34, na yuan nde 631. 28.24%, ọnụego net nke ọmụrụ nwa bụ 11.35%, 8.77%, na 3.64%, n'otu n'otu.
Site na 2020 ruo 2022, ego Hengan International ga-enweta ga-abụ yuan ijeri 22.374, yuan ijeri 20.79, na yuan ijeri 22.616 n'otu n'otu, azụmaahịa anụ ahụ ga-abụ 46.41%, 47.34%, na 54.16% n'otu n'otu; uru net ga-abụ yuan ijeri 4.608 na yuan ijeri 3.29 n'otu n'otu, yuan ijeri 1.949; uru great generation bụ 42.26%, 37.38%, na 34% n'otu n'otu, uru net bụkwa 20.6%, 15.83%, na 8.62%.
N'ime afọ atọ gara aga, ọ bụ ezie na ụlọ ọrụ atọ buru ibu n'ụlọ akwụkwọ anọgidewo na-ebuli ọnụ ahịa, ọ ka siri ike ịkwụghachi ụgwọ na-arị elu, arụmọrụ na uru ụlọ ọrụ ahụ anọgidewokwa na-ebelata.
igbe ụtọ kwa ọnwa
02. Isi mgbanwe nke arụmọrụ nwere ike ịbịa n'oge na-adịghị anya
Na Eprel 19, Zhongshun Jierou wepụtara akụkọ mbụ ya nke ọnwa atọ nke afọ 2023. Nkwupụta ahụ na-egosi na na nkeji mbụ nke afọ 2023, ego ụlọ ọrụ ahụ na-enweta bụ yuan ijeri 2.061, mmụba kwa afọ nke 9.35%; uru net nke ndị nwere òkè nke ụlọ ọrụ ndị edepụtara bụ yuan nde 89.44, mbelata kwa afọ nke 32.93%.
Site n'echiche nke ọkara mbụ nke afọ 2023, arụmọrụ ụlọ ọrụ ahụ agbanwebeghị.
Agbanyeghị, site na usoro ọnụahịa nke pulp, enwere ihe ịrịba ama nke olileanya. Dịka data na-aga n'ihu nke ike isi nke pulp si kwuo, ike isi nke pulp nọgidere na-arị elu site na yuan 4252/ton na February 3, 2020 ruo elu dị ka yuan 7652/ton na Machị 1, 2022. Mgbe nke ahụ gasịrị, ọ gbanwere ntakịrị, mana ọ nọgidere na ihe dịka yuan 6700/ton. Na Disemba 12, 2022, ike isi nke pulp nọgidere na-arị elu ruo elu nke yuan 7452/ton, wee nọgide na-ebelata. Ruo Eprel 23, 2023, ike isi nke pulp nọgidere na-abụ yuan 5208/ton, nke adaala site na 30.11% site na isi ihe dị elu gara aga.
Ọ bụrụ na a nọgide na-enwe ọnụ ahịa pulp n'ọkwa a na 2023, ọ ga-adị ka ọ dị na ọkara mbụ nke 2019.
N'ọkara mbụ nke afọ 2019, uru Zhongshun Jierou ruru 36.69%, uru net bụkwa 8.66%; uru net bụ 27.38%, uru net bụkwa 4.35%; uru net bụ 37.04%, uru net bụkwa 17.67%. Site n'echiche a, ọ bụrụ na a nọgide na-enwe ọnụ ahịa pulp dị ihe dị ka yuan 5,208/ton na 2023, a na-atụ anya na ọnụego ọmụrụ nwa nke ụlọ ọrụ atọ buru ibu na akwụkwọ ụlọ ga-abawanye nke ukwuu, arụmọrụ ha ga-emekwa ka mgbanwe dị.
CITIC Securities na-ebu amụma na n'oge mbelata nke ọnụ ahịa pulp site na 2019 ruo 2020, ọnụahịa mpụga nke pulp osisi softwood/pulp osisi siri ike ga-adị ala dịka US $570/450/ton. Site na 2019 ruo 2020 na ọkara mbụ nke 2021, Vinda International'Uru net ga-abụ 7.1%, 11.4%, 10.6%, ọmụrụ nwa Zhongshun Jierou bụ 9.1%, 11.6%, 9.6% n'otu n'otu, ebe uru ọrụ nke azụmaahịa anụ ahụ Hengan International bụ 7.3%, 10.0%, 8.9%.
N'ime ọkara nke anọ nke afọ 2022, uru dị n'etiti Vinda International na Zhongshun Jierou ga-abụ 0.4% na 3.1% n'otu n'otu. N'ọkara mbụ nke afọ 2022, uru ọrụ nke azụmaahịa akwụkwọ Hengan International ga-abụ -2.6%. Ụlọ ọrụ ga-elekwasị anya n'iweghachi uru, a na-atụ anya na a ga-achịkwa mgbalị nkwalite ahịa n'ime oke ụfọdụ, ọnụ ahịa njedebe dịkwa mma..igbe ụtọ kwa ọnwa
N'iburu n'uche ọnọdụ asọmpi (ike mmepụta ọhụrụ nke akwụkwọ anụ ahụ na 2020/2021 bụ tọn 1.89/2.33 nde) na atụmatụ ọnụahịa kachasị elu, CITIC Securities na-ebu amụma na a na-atụ anya na ọnụego uru nke akwụkwọ anụ ahụ kachasị elu na okirikiri mbelata ọnụahịa pulp a ga-alaghachi ruo 8%-10%.
Ugbu a, ọnụ ahịa pulp abanyela n'ọkwa dị ala. N'okpuru nke a, a na-atụ anya na ụlọ ọrụ akwụkwọ ụlọ ga-agbanwe arụmọrụ ha.
Oge ozi: Mee-15-2023
