Kugereranya raporo z'imari z'ibigo bitatu bikomeye by'ingo: Ese urwego rw'izamuka ry'ibiciro mu 2023 rugiye kugera?
Inyigisho: Kuri ubu, igiciro cy'ibiti bya pulp cyaragabanutse cyane, kandi inyungu n'igabanuka ry'umusaruro byatewe n'igiciro kinini cyari gisanzweho biteganijwe ko bizarushaho kuba byiza.
Zhongshun Jierou izabona inyungu ingana na miliyari 8.57 z'amayuani mu 2022, igabanuka rya 6.34% ugereranyije n'umwaka; inyungu ikomoka ku banyamigabane b'ibigo byashyizwe ku rutonde ni miliyoni 350 z'amayuani, igabanuka rya 39.77 ugereranyije n'umwaka.
agasanduku k'amakuru y'ubururu
Vinda International izinjiza miliyari 19.418 z'amadolari ya Hong Kong mu 2022, inyungu ingana na 3.97% ugereranyije n'umwaka; inyungu ikomoka kuri sosiyete nkuru ingana na miliyoni 706 z'amadolari ya Hong Kong, igabanuka rya 56.91% ugereranyije n'umwaka.
Ku bijyanye n'impamvu zatumye umusaruro ugabanuka, Vinda International yavuze ko uretse ingaruka z'icyorezo muri 2022, izamuka ry'ibiciro by'ibikoresho fatizo rizakomeza kugira ingaruka mbi ku mikorere y'ikigo.
Hengan International izinjiza miliyari 22.616 z'ama-yuan mu 2022, biziyongeraho 8.8% buri mwaka; inyungu izaterwa n'abafite imigabane muri iyo sosiyete izaba miliyari 1.925 z'ama-yuan, igabanuka rya 41.2% buri mwaka.
agasanduku k'ibisuguti
Ukurikije igipimo cy’inyungu, ubucuruzi bw’amatafari y’impapuro bwahoze ari ubucuruzi bw’ingenzi bwa Hengan International. Mu 2022, ubu bucuruzi bwa Hengan International buzakora neza koko. Mu 2022, inyungu ku bicuruzwa by’ubucuruzi bwa Hengan International bw’amatafari y’impapuro iziyongeraho hafi 24.4% ikagera kuri miliyari 12.248 z’amayuani, bingana na hafi 54.16% by’inyungu rusange z’itsinda; byari miliyari 9.842 z’amayuani muri icyo gihe nk’icyo umwaka ushize, bingana na 47.34%.
Ukurikije raporo z’umwaka za 2022 zatangajwe n’ibigo bitatu by’impapuro, igabanuka ry’imikorere riterwa ahanini n’izamuka rikomeye ry’ibiciro by’ibikoresho fatizo.
Amakuru ajyanye no gukurikirana SunSirs agaragaza ko kuva mu 2022, ibiciro by’ibiti byoroshye n’ibiti byo mu bwoko bwa hardwood, ibikoresho fatizo byo mu bwoko bwa softwood, byagiye bizamuka. Igiciro cy’ibiciro ku isoko cya softwood i Shandong cyigeze kuzamuka kigera kuri yuan 7750 kuri toni, naho hardwood pulp yigeze kuzamuka igera kuri yuan 6700 kuri toni.
Kubera igitutu cy’izamuka rikomeye ry’ibiciro by’ibikoresho fatizo, imikorere y’ibigo bikomeye by’impapuro nayo yaragabanutse, kandi inganda ziracyafite imbogamizi zikomeye.
01. Izamuka ry'ibiciro biragoye kubikemura ku izamuka ry'ibikoresho fatizo
Ibikoresho fatizo bikoreshwa mu gukora impapuro zikozwe mu buryo bw'umwimerere birimo ifu, inyongeramusaruro z'imiti n'ibikoresho byo gupfunyika. Muri byo, ifu igizwe na 50%-70% by'ikiguzi cyo gukora, kandi inganda zikora ifu y'umunyu ni zo nganda zikomeye kandi zikomeye mu nganda zikora impapuro zo mu ngo. Nk'ibikoresho fatizo mpuzamahanga, igiciro cya ifu y'umunyu kigira ingaruka zikomeye ku bukungu bw'isi, kandi ihindagurika ry'igiciro cya ifu y'umunyu rigira ingaruka ku rwego rw'inyungu mbumbe y'ibicuruzwa by'impapuro byo mu ngo.
Kuva mu Gushyingo 2020, ibiciro by'ibikomoka ku bimera byakomeje kuzamuka. Mu mpera za 2021, igiciro cy'ibikomoka ku bimera cyahagaze hagati ya yuan 5,500-6,000 kuri toni, kandi mu mpera za 2022, cyari cyarazamutse kigera kuri yuan 7,400-7,800 kuri toni.
Mu rwego rwo guhangana n’izamuka ry’ibiciro by’ibikoresho fatizo, guhera mu Ukuboza 2020, amasosiyete akora impapuro zo mu ngo hirya no hino mu gihugu yatangiye kuzamura ibiciro kimwe kimwe. Ku ya 31 Ukuboza 2020, mu gice cya kabiri cya 2020, ubwiyongere bw’impapuro zarangiye bwageze kuri yuan 800-1.000/toni, kandi igiciro cy’uruganda cyazamutse kiva ku gipimo cyo hasi cya yuan 5.500-5.700/toni kigera hafi kuri yuan 7.000/toni. Igiciro cy’uruganda rwa Xinxiangyin cyageze kuri yuan 12.500/toni.
Mu ntangiriro za Mata 2021, ibigo nka Zhongshun Cleanroom na Vinda International byakomeje kuzamura ibiciro.
shokora zo mu gasanduku
Zhongshun Jierou yavuze mu ibaruwa yo kongera ibiciro icyo gihe ko ibiciro by'ibikoresho fatizo byakomeje kuzamuka, kandi ikiguzi cy'umusaruro n'ikiguzi cy'imikorere bya sosiyete byakomeje kwiyongera. Vinda International (Beijing) yavuze kandi ko bitewe n'izamuka ry'ibiciro by'ibikoresho fatizo rikomeje kwiyongera, ikiguzi cy'umusaruro cyiyongereye cyane, kandi iteganya guhindura ibiciro by'ibicuruzwa bimwe na bimwe bya Vinda guhera ku ya 1 Mata.
Nyuma y’aho, mu gihembwe cya mbere cya 2022, Zhongshun Jierou yongeye kongera ibiciro, ndetse itera imbere mu byiciro. Kugeza mu gihembwe cya gatatu cya 2022, Zhongshun Jierou yazamuye ibiciro by’ibicuruzwa byayo byinshi.
Icyakora, izamuka ry’ibiciro ry’ibigo bikora impapuro ntiryatumye umusaruro w’ikigo wiyongera cyane. Ahubwo, umusaruro w’ikigo waragabanutse bitewe n’izamuka ry’ibiciro.
kuki yo mu gasanduku k'imigati
Kuva mu 2020 kugeza mu 2022, inyungu ya Zhongshun Jierou izaba miliyari 7.824 z'amayuani, miliyari 9.15 z'amayuani, na miliyari 8.57 z'amayuani, hamwe n'inyungu rusange zingana na miliyoni 906 z'amayuani, miliyoni 581 z'amayuani, na miliyoni 349 z'amayuani, hamwe n'inyungu mbumbe zingana na 41.32% na miliyari 3.592 z'amayuani. %, 31.96%, n'inyungu rusange zari 11.58%, 6.35%, na 4.07%.
Inyungu ya Vinda International kuva mu 2020 kugeza 2022 izaba miliyari 13.897 z'amayuni, miliyari 15.269 z'amayuni, na miliyari 17.345 z'amayuni, hamwe n'inyungu zingana na miliyari 1.578 z'amayuni, miliyari 1.34 z'amayuni, na miliyoni 631 z'amayuni. 28.24%, naho inyungu ku nyungu zari 11.35%, 8.77%, na 3.64%, uko bikurikirana.
Kuva mu 2020 kugeza mu 2022, inyungu ya Hengan International izaba miliyari 22.374 z'amayuni, miliyari 20.79 z'amayuni, na miliyari 22.616 z'amayuni, naho ubucuruzi bw'ibinyabutabire buzaba 46.41%, 47.34%, na 54.16%; inyungu izaba miliyari 4.608 z'amayuni na miliyari 3.29 z'amayuni, miliyari 1.949 z'amayuni; inyungu mbumbe yari 42.26%, 37.38%, na 34%, naho inyungu mbumbe yari 20.6%, 15.83%, na 8.62%.
Mu myaka itatu ishize, nubwo amasosiyete atatu akomeye akora impapuro zo mu ngo yakomeje kuzamura ibiciro, biracyagoye kwishyura ibiciro biri kuzamuka, kandi imikorere n'inyungu by'isosiyete byakomeje kugabanuka.
agasanduku k'ibiryo biryoshye ka buri kwezi
02. Aho imikorere igarukira hashobora kuza vuba
Ku ya 19 Mata, Zhongshun Jierou yasohoye raporo yayo ya mbere y'igihembwe cya 2023. Itangazo rigaragaza ko mu gihembwe cya mbere cya 2023, inyungu y'imikorere y'ikigo yari miliyari 2.061 z'amayuani, ubwiyongere bwa 9.35% buri mwaka; inyungu ikomoka ku banyamigabane b'ibigo byashyizwe ku rutonde yari miliyoni 89.44 z'amayuani, igabanuka rya 32.93% buri mwaka.
Ukurikije uko igihembwe cya mbere cya 2023 kimeze, imikorere y'iyi sosiyete ntiyahindutse.
Ariko, ukurikije uko ibiciro bya pulp byagendaga, hari ibimenyetso by'icyizere. Dukurikije amakuru ahoraho y'imbaraga nyamukuru za pulp, imbaraga nyamukuru za pulp zakomeje kuzamuka kuva kuri yuan 4252/toni ku ya 3 Gashyantare 2020 zigera kuri yuan 7652/toni ku ya 1 Werurwe 2022. Nyuma y'ibyo, byahindutse gato, ariko biguma kuri yuan 6700/toni. Ku ya 12 Ukuboza 2022, imbaraga nyamukuru za pulp zakomeje kuzamuka kugera kuri yuan 7452/toni, hanyuma zikomeza kugabanuka. Ku ya 23 Mata 2023, imbaraga nyamukuru za pulp zakomeje kuba yuan 5208/toni, zagabanutseho 30.11% ugereranyije n'aho zari zigeze mbere.
Igiciro cy'ibinyampeke nigikomeza kuba kuri uru rwego muri 2023, kizaba hafi kimwe n'icyo mu gice cya mbere cya 2019.
Mu gice cya mbere cya 2019, inyungu mbumbe ya Zhongshun Jierou yari 36.69%, naho inyungu mbumbe yari 8.66%; inyungu mbumbe ya Vinda International yari 27.38%, naho inyungu mbumbe yari 4.35%; inyungu mbumbe ya Hengan International yari 37.04%, naho inyungu mbumbe yari 17.67%. Muri uru rwego, niba igiciro cy’imashini kiguma kuri yuan zigera ku 5.208 kuri toni muri 2023, inyungu mbumbe y’ibigo bitatu bikomeye by’impapuro zo mu ngo byitezwe ko iziyongera cyane, kandi imikorere yabyo izazana impinduka.
CITIC Securities iteganya ko mu gihe ibiciro by’ibikomoka ku bimera bizagabanuka kuva mu 2019 kugeza 2020, ibiciro byo hanze by’ibikomoka ku bimera byo mu bwoko bwa softwood pulp/hardwood pulp bizaba biri hasi cyane kugeza ku madolari y’Amerika 570/450/toni. Kuva mu 2019 kugeza 2020 no mu gice cya mbere cya 2021, Vinda International'inyungu rusange izaba 7.1%, 11.4%, 10.6%, inyungu rusange ya Zhongshun Jierou ni 9.1%, 11.6%, 9.6% uko bikurikirana, naho inyungu rusange ya Hengan International tissue business ni 7.3%, 10.0%, 8.9%.
Mu gihembwe cya kane cya 2022, inyungu rusange ya Vinda International na Zhongshun Jierou izaba 0.4% na 3.1% uko bikurikirana. Mu gice cya mbere cya 2022, inyungu rusange y'ubucuruzi bwa Hengan International bukora amatapi y'impapuro izaba -2.6%. Ibigo bizibanda ku kugarura inyungu, ibikorwa byo guteza imbere ibicuruzwa biteganijwe kugenzurwa mu rugero runaka, kandi ibiciro bya nyuma ntibihindagurika..agasanduku k'ibiryo biryoshye ka buri kwezi
Hashingiwe ku ihiganwa (ubushobozi bushya bwo gukora impapuro z’inyama muri 2020/2021 ni toni miliyoni 1.89/2.33) hamwe n’ingamba z’ibiciro ziyoboye, CITIC Securities iteganya ko inyungu y’impapuro z’inyama ...
Kuri ubu, ibiciro by'ibikomoka ku mpapuro byagabanutse cyane. Muri uru rwego, ibigo by'impapuro byo mu ngo byitezweho guhindura imikorere.
Igihe cyo kohereza: Gicurasi-15-2023
