• Ibhena lezindaba

Isizini yendabuko esezingeni eliphezulu iyasondela, izincwadi zokwenyuka kwentengo yamaphepha amasiko zivame ukukhishwa, futhi imboni ilindele ukuthi izinkampani zamaphepha zithole inzuzo yazo kwikota yesibili.

Isizini yendabuko esezingeni eliphezulu iyasondela, izincwadi zokwenyuka kwentengo yamaphepha amasiko zivame ukukhishwa, futhi imboni ilindele ukuthi izinkampani zamaphepha zithole inzuzo yazo kwikota yesibili.

Ngokusho kwezincwadi zokwenyuka kwentengo zakamuva ephepheni lamasiko ezikhishwe yizinkampani eziphambili zephepha ezifana ne-Sun Paper, i-Chenming Paper, kanye ne-Yueyang Forest Paper, kusukela mhla lu-1 kuNdasa, imikhiqizo yephepha lamasiko ekhiqizwa yizinkampani ezingenhla izothengiswa ngokusekelwe entengo yamanje. �100 yuan/ton. Ngaphambi kwalokhu, i-Chenming Paper, i-Sun Paper, njll. yayinyuse amanani ephepha lamasiko ngoFebhuwari 15.ibhokisi likashokoledi

"NgoJanuwari kulo nyaka, imakethe yephepha lamasiko yayicishe ifane, futhi ukunikezwa kanye nesidingo kwawela emkhawulweni. NgoFebhuwari, ngokukhishwa njalo kwezincwadi zokwenyuka kwentengo yizinkampani zamaphepha kanye nokufika kwesizini yendabuko yephepha lamasiko, isimo sengqondo semakethe sithuthukisiwe. Isimo somdlalo wemakethe singase sinciphe esikhathini esifushane." Umhlaziyi wolwazi weZhuo Chuang uZhang Yan utshele intatheli ye-"Securities Daily".

Lapho kuhlaziywa umkhuba wokusebenza kwezinkampani ezenza amaphepha, izikhungo eziningana zithe imboni yokwenza amaphepha ibhekene nezinzuzo ezimbili zokululama kancane kancane kwesidingo kanye nokukhululwa kwengcindezi yezindleko. Kulindeleke ukuthi inzuzo yezinkampani ezenza amaphepha izokhuphuka kakhulu kwikota yesibili yalo nyaka.Ibhokisi lezimbali

Izibalo zolwazi zeZhuo Chuang zibonisa ukuthi kusukela ngomhlaka-24 kuNhlolanja, intengo yemakethe emaphakathi yephepha le-offset le-70g le-wood pulp yayingu-6725 yuan / ithani, ukwanda kwama-yuan angu-75 / ithani kusukela ekuqaleni kukaNhlolanja, ukwanda kwama-1.13%; intengo yemakethe emaphakathi yephepha elimboziwe elingu-157g yayingu-5800 yuan / ithani, ukwanda kwama-yuan angu-210 / ithani kusukela ekuqaleni kukaNhlolanja, ukwanda kwama-3.75%.

Njengoba zithintwe yizici ezifana nokulindela isizini ephezulu kanye nokucindezelwa kwenzuzo yemboni, kusukela ngoFebhuwari, izinkampani ezinkulu zephepha ziye zakhipha izincwadi zokwenyuka kwentengo ngokulandelana, zihlela ukuphakamisa amanani ngo-RMB 100/ton kuya ku-RMB 200/ton maphakathi noFebhuwari nasekuqaleni kukaMashi.

NgoFebhuwari 27, intatheli yaxhumana nomnyango wezokuphepha weChenming Paper, kanye nabasebenzi abafanele batshele intatheli ukuthi ukwenyuka kwentengo kwenkampani maphakathi noFebhuwari kwase kuqalile ukusetshenziswa kuma-oda angezansi. Izibalo zolwazi zeZhuo Chuang zibonisa ukuthi ingxenye yencwadi yokwenyuka kwentengo ehlela ukuphakamisa amanani maphakathi noFebhuwari isiqalile ukusebenza, futhi abathengisi kwezinye izindawo nabo balandele ukwenyuka, futhi ukuzethemba kwemakethe kukhuphukile kancane.ibhokisi lamakhukhi

UZhang Yan utshele intatheli ye-"Securities Daily" ukuthi ngokombono wokuhlinzeka, ngoFebhuwari, zombili izimayini ezinkulu zephepha kanye nezimayini ezincane neziphakathi ziqale kabusha ukukhiqizwa okuvamile. Ngokuphathelene nempahla ethengiswayo, imboni yokunyathelisa nokushicilela esezingeni eliphansi iqhutshwa incwadi yokwenyuka kwentengo, futhi inokuziphatha okuthile kokugcina impahla. Ngakho-ke, ezinye izimayini zephepha zithola ama-oda kahle, futhi ingcindezi yempahla incishisiwe ngezinga elithile.

UZhang Yan ukholelwa ukuthi ngokombono wesidingo, iphepha lamasiko lizoletha isizini yendabuko yesikhathi esiphezulu ngoMashi ngoba ama-oda okushicilela azokhishwa ngokulandelana ngoMashi. Ngaphezu kwalokho, isidingo sezenhlalo sinamathemba okutakula, ngakho-ke kukhona ukwesekwa okuhle kwesidingo esikhathini esifushane.

Ngasohlangothini lwezindleko, izindaba ezinhle bezilokhu ziphuma njalo muva nje, ikakhulukazi njengoba abakhiqizi ababili abakhulu be-pulp baseFinland, i-UPM kanye ne-Arauco yaseChile, beqalise ukukhulisa umthamo ngokulandelana. Imboni kulindeleke ukuthi yengeze cishe amathani ayizigidi ezine okukhiqiza i-pulp ku-emhlabeni jikeleleimakethe ye-pulp.Ikesi lekhandlela

I-Soochow Securities ithe ngemuva koMkhosi waseNtwasahlobo, isivinini sokuqalwa kabusha komsebenzi, ukukhiqizwa kanye nesikole sisheshile, futhi intengo yephepha elikhulu isiqalile ukukhuphuka. Inethemba ngokushintsha okuphansi kwesidingo. Ngesikhathi esifanayo, ukucashunwa kwe-softwood pulp kwahlala kuzinzile, futhi ukwanda kokukhiqizwa ngabakhiqizi abakhulu bamazwe ngamazwe njenge-Arauco eChile kuzonciphisa ukushoda kokuhlinzekwa kwe-pulp yomhlaba wonke, kanye nezindleko zokuthutha olwandle zizokwehla, kanye nezindleko zizokwehla. Sinethemba ngokukhululwa kwenzuzo yezinkampani zephepha.

Sekukonke, ngokufika kwesizini yendabuko yephepha lamasiko, ukuncintisana phakathi kokunikezwa kanye nesidingo emakethe yephepha lamasiko kuzoncipha esikhathini esifushane. UZhang Yan utshele izintatheli ukuthi ngo-2023, ngaphansi kwesizinda sokwehla kwamanani e-pulp kanye nesidingo esikhulayo, inzuzo yemboni yephepha elihlanganisiwe kanye nemboni yephepha elihlanganisiwe ephepheni lamasiko.kulindeleke ukuthi i-r ithathwe.


Isikhathi sokuthunyelwe: Mashi-01-2023