Izintengo zamaphepha zidayiswe kakhulu futhi zaphinde zanda, futhi ukuchuma kwemboni yephepha kwaletha iphuzu lokuguquguquka?
Muva nje, kube nezinguquko ezithile emkhakheni wokwenza amaphepha.I-A-share Tsingshan Paper (600103.SH), Yueyang Forest Paper (600963.SH), Huatai Stock (600308.SH), kanye ne-Chenming Paper esohlwini lwase-Hong Kong (01812.HK) zonke zinezinga elithile lokukhula kungase kuhlotshaniswe nalo. ekukhuphukeni kwentengo yakamuva yephepha. ibhokisi lokudla uswidi
Izinkampani zamaphepha "zandisa amanani" noma "ziqinisekisa amanani"
Kusukela ekuqaleni kwalo nyaka, amakhadibhodi amhlophe abe sesimweni esibi kakhulu phakathi kwezinhlobo ezahlukene zephepha.Ngokwemininingwane yomphakathi, intengo emaphakathi yemakethe yasekhaya ka-250g kuya ku-400g amakhadibhodi amhlophe yehlile isuka ku-5110 yuan/ton ekuqaleni konyaka yaya ku-4110 yuan/ton yamanje, futhi isabeka ukwehla okusha eminyakeni emihlanu edlule.
Zibhekene nentengo yamakhadibhodi amhlophe ehla ngokungapheli, kusukela ngomhlaka-3 Julayi, izinkampani zamakhadibhodi amancane naphakathi nendawo eGuangdong, Jiangsu, Jiangxi nakwezinye izifunda zahola ekukhipheni izincwadi zokwenyusa amanani.Ngomhla ziyisi-6 kuJulayi, imboni ehamba phambili yamakhadibhodi amhlophe Amabhizinisi afana ne-Bohui Paper ne-Sun Paper nawo alandele futhi akhipha izincwadi zokulungiswa kwentengo, ehlela ukunyusa intengo yamanje yayo yonke imikhiqizo yamakhadibhodi ngama-yuan angu-200/ton. amabhokisi amaswidi e-costco
Isizathu sokwenyuka kwentengo kungase kube ukunyakaza okungenakuzisiza.Kubikwa ukuthi izindleko nentengo yamaphepha ekhadibhodi emhlophe ibonise isimo esibi kakhulu, futhi izinkampani zamaphepha zingafinyelela umgomo wokumisa ukwehla ngokuhlanganyela ngokuhlanganisa amanani.
Eqinisweni, ekuqaleni kukaFebhuwari nonyaka, imboni yamaphepha yayivele ihlela ukunyusa amanani.Izinkampani ezihamba phambili zamaphepha ezifana neBohui Paper, Chenming Paper, neWanguo Paper zihole ekunyuseni intengo yamakhadibhodi amhlophe.Ngemuva kwalokho, iYueyang Forestry and Paper yalandela okufanayo.Igagasi lokwenyuka kwamanani lasabalala lisuka ezinkampanini ezihamba phambili zamaphepha kuya ezinkampanini zamaphepha ezincane neziphakathi, kodwa umphumela wokulandelela wawungemuhle, futhi umphumela wokufika wawumaphakathi.Isizathu esiyinhloko ukuthi isidingo esingaphansi komfula sibuthakathaka, futhi izinkampani zamaphepha azinakho ukukhetha ngaphandle kokunyusa amanani.Eqinisweni, okokuvikela amanani kanye nokuvimbela ukwehla kwentengo okwengeziwe. uswidi kanye snack box
Imboni yephepha isebenzela izimboni eziningi ezisezansi nomfula, okuhlanganisa ukusetshenziswa, ukukhiqizwa kwezimboni, njll. Ithathwa njengesilinganiso somnotho, futhi ngokuvamile ithathwa njengenkomba yenkomba yamandla omnotho.Ukuthambekela okubuthakathaka kwamanani entengo yephepha kulo nyaka nakho kukhombisa ngokwezinga elithile ukuthi ngaphansi kwesimo esikhona manje esikhulu, inqubo yokusimama komnotho ingase ibe ngaphansi kunalokho okulindelwe yimakethe. Ibhokisi likaswidi laseJapan
Izintengo ze-Pulp ekupheleni kwezindleko zingaphansi kwengcindezi
Ingxenye engenhla yochungechunge lwemboni yokwenza iphepha ihlanganisa amahlathi, i-pulping, njll., kanti indawo engezansi ihlanganisa ukwenza amaphepha kanye nemikhiqizo yephepha, ehlukaniswe ngamaphepha, iphepha elimhlophe, amakhadibhodi amhlophe, iphepha lobuciko, njll. Ezindlekweni zokwenza iphepha, Izindleko ze-pulp zingu-60% kuya ku-70%, kanti ezinye izinhlobo zephepha zifinyelela ngisho ku-85%.candy bakwamanye amazwe ibhokisi
Ngonyaka odlule, amanani entengo ye-pulp aqhubekile nokusebenza ngezinga eliphezulu.I-Softwood pulp ikhuphuke isuka ku-5,950 yuan/ton ekuqaleni kuka-2022 yaya ku-7,340 yuan/ton ekupheleni konyaka, okukhuphuke ngo-23.36%.Ngaso leso sikhathi, i-hardwood pulp yenyuka isuka ku-5,070 yuan/ton tons yaya ku-6,446 yuan/ton tons, okuwukunyuka ngo-27.14%.Intengo eqinile ye-pulp icindezele izinzuzo zezinkampani zephepha, futhi ezansi nomfula zibuhlungu.
Kusukela ngo-2023, ukulungiswa kwezintengo ze-pulp kulethe ukuphumula ezinkampanini zamaphepha.Ngokusho kwedatha, ikusasa le-pulp lehlile lisuka cishe kumayuan/ton angu-7,000 ekuqaleni konyaka laya cishe kuma-yuan angu-5,000/ton futhi lizinzile.Ukwehla kudlule obekulindelekile.
Isizathu sokwehla kwamanani entengo ye-pulp engxenyeni yokuqala yonyaka kungase kube umthamo omkhulu wokukhiqiza we-pulp yokhuni oluqinile lwaphesheya.Ukwengeza, izici ezifana nokusetshenziswa budedengu ngaphansi kwesizinda sezinga eliphezulu lenzalo yaphesheya kwezilwandle nazo zenze izingqinamba ezisobala emananini akhuphukayo we-pulp.Nakuba ezinye izigayo ze-pulp zithathe izinyathelo "zokumisa intengo", umphumela awubonakali. nyanga zonke i-japanese candy box
Izikhungo eziningi azinalo ithemba ngomkhuba wokulandelela wamanani entengo.Umbiko Wokucwaninga we-Shenyin Wanguo ukholelwa ukuthi iphethini yokunikezwa kwe-pulp enamandla kanye nesidingo esibuthakathaka siyaqhubeka, okuyisisekelo kuyi-bearish, futhi isikhala sokubuyela emuva sisonke kulindeleke ukuthi sibe nomkhawulo.Nokho, ukwehla kwangaphambilini ngokuyisisekelo kubonise isimo esibuthakathaka samanje.
Lokhu futhi kubonakala kukhombisa ukuthi isikhathi esibi kakhulu semboni yephepha sesidlulile, futhi imboni ingase ilethe iphuzu lokuchuma.Abantu embonini ngokuvamile bakholelwa ukuthi ngenxa yengcindezi yamanani e-pulp, isici esiyinhloko esithinta ukuchuma kwemboni yephepha sesishintshile sisuka ohlangothini lwezindleko saya ohlangothini lwesidingo futhi. amabhokisi oswidi avela emhlabeni wonke
Ngokombono wekota yokuqala, ukusebenza kwezinkampani eziningi zephepha kuyinto evilaphayo.I-Sun Paper, enesilinganiso esikhulu semali engenayo, izuze inzuzo eyizigidi ezingama-566 zamayuan ngekota yokuqala yalo nyaka, ukwehla konyaka nonyaka ngo-16.21%.Ngekota yokuqala, inzuzo yonke edalwe umzali we-Shanying International kanye ne-Chenming Paper yaba -341 million yuan kanye -275 million yuan, yehle kakhulu ngo-270.67% kanye no-341.76% unyaka nonyaka.
Engxenyeni yokuqala yonyaka, ukwehla kwezinga eliphezulu le-pulp kulethe ukwehla okukhulu kwengcindezi ezinkampanini zamaphepha zasekhaya.Umkhakha wokwenza amaphepha ungase ulethe izinto ezimbaxambili zokwenyuka kwentengo nokwehla kwezindleko, futhi ukusebenza kulindeleke ukuthi kuphinde kubuyele emuva.Mayelana nesimo sokukhanda, kuzomenyezelwa embikweni wengxenye yonyaka wenkampani efanele.
Isakhiwo esihlanganisiwe sokuhlanganisa ukuncintisana
Ukunikezwa kwe-pulp yezwe lami bekulokhu kuncike kakhulu emazweni angaphandle, futhi i-pulp ithengwa kakhulu evela eCanada, eChile, e-United States, eRussia nakwamanye amazwe.Ngenxa yezinsiza ezicebile zezinto zokusetshenziswa zokudonsa, iCanada ibilokhu ingumkhiqizi omkhulu we-pulp futhi ingenye yemithombo ebalulekile ye-pulp engenisiwe eChina.Izigayo zamapulangwe zidla amahlathi amaningi futhi zidale umonakalo emvelweni.Imboni yasekhaya ye-pulp inemikhawulo eqinile ekuthuthukisweni kwemboni ye-pulp, umkhawulo uphezulu, futhi izindleko zokusebenza ziphakeme kakhulu kunezinye izigayo zakwamanye amazwe. candy evela emhlabeni wonke ibhokisi
Kuhle ukusho ukuthi eminyakeni yamuva, ngaphansi kwesizinda sokuhlinzekwa okuqinile kwe-pulp engenisiwe kanye namanani aphezulu isikhathi eside, impilo yezinkampani zamaphepha ezifuywayo ayizange ibe lula, izinkampani eziholayo ziye zanda kancane kancane zaya phezulu kweketanga lezimboni, kanye nokuhlukaniswa kwasekuqaleni kokutshalwa kwamahlathi, ukugaya, Izixhumanisi ezintathu zokwenza iphepha zididiyelwe ukuze kuthuthukiswe ukuhlelwa kwephrojekthi “yokuhlanganiswa kwe-forestry-pulp-paper integration” futhi kuthuthukise ikhono layo lokuhlinzeka nge-pulp, ukuze kuqinisekiswe ukuzinza kokuhlinzekwa kwempahla eluhlaza. iketanga futhi inciphise izindleko zokukhiqiza nokusebenza. ibhokisi le-chocolate candy
Abadlali abaningana abakhulu embonini yamaphepha yasekhaya, njenge-Chenming Paper ne-Sun Paper, sebevele sebeqalile ukwakheka okufanele.I-Chenming Paper ithathwa njengenkampani yephepha yokuqala eyethula isu "lokuhlanganiswa kwe-pulp nephepha".Ngo-2005, i-Chenming Group yenza iphrojekthi yokuhlanganisa amahlathi ne-pulp-paper e-Zhanjiang, e-Guangdong egunyazwe uMkhandlu Wombuso.Lo mklamo uwumklamo omkhulu obalulekile wezwe wokugqugquzela ukwakhiwa okudidiyelwe kwezamahlathi, i-pulp kanye nephepha.Itholakala eNhlonhlweni yaseLeizhou emaphethelweni aseningizimu yezwe laseChina.Inezinzuzo ezisobala zendawo ngokwemakethe, ezokuthutha kanye nezinsiza.Indawo enhle.Kusukela lapho, i-Chenming Paper iye yatshala ngokulandelana amaphrojekthi wokuhlanganiswa kwe-pulp nephepha eShouguang, e-Huanggang nakwezinye izindawo.Njengamanje, umthamo wokukhiqiza ukhuni we-Chenming Paper usufinyelele amathani ayizigidi ezi-4.3, ngokuyisisekelo uqaphela ukuhambisana kwamandla okukhiqiza ukhuni kanye nephepha.
Ngaphezu kwalokho, i-Sun Paper nayo yakha “umugqa we-pulp” wayo e-Beihai, e-Guangxi, ingenisa ama-chips enkuni ukuze ikhiqize i-pulp, ikhulise ingxenye ye-pulp ezikhiqizwa yona kanye nokunciphisa izindleko.Ngaphezu kwalokho, inkampani ikhulisa ngenkuthalo ukwakhiwa kwezisekelo zamahlathi aphesheya ukuze inikeze isiqinisekiso sokuhlinzekwa kwezinto ezingavuthiwe esikhathini esizayo. box see's candy
Sekukonke, imboni yamaphepha ibonakala iphuma ebholeni, kanti amanye amamaki ephepha aseqalile ukunyuka amanani.Uma inqubo yokutakula okuya phansi komfula idlula okulindelekile, imboni yephepha ingase ibe nephuzu lokuguquguquka ekuchumeni kwayo.
Eminyakeni embalwa edlule, amandla athile okukhiqiza amaphepha amancane naphakathi nendawo futhi aphelelwe yisikhathi aye aqedwa ngemva kokuvikelwa kwemvelo kanye nokunciphisa umthamo.Ngokuzayo, ngokuthambekela kokuhlelwa okuhlanganisiwe, isabelo semakethe sezinkampani eziholayo zephepha kulindeleke ukuthi siqhubeke nokukhula, futhi izinkampani ezihlobene zingase zingenise ukubuyiselwa okuphindwe kabili kwenzuzo nokulinganisa.
Isikhathi sokuthumela: Jul-11-2023