Kwanta daga rahotannin hada-hadar kudi na manyan takardun takarda uku: shine yanayin wasan kwaikwayon a shekarar 2023 yana zuwa?
Jagora: A halin yanzu, farashin katako poke ya shiga cikin sake zagayowar ƙasa, kuma ana sa ran ƙimar riba da ƙididdigar farashin da ta gabata.
Zhongshun Jierou zai sami kudin shiga na Yuan biliyan 8.57 a shekarar 2022, shekara-shekara rage kashi 6.34%; Hanyar da ta dace da ita ga masu hannun jari na kamfanonin da aka jera sune kusan Yuan miliyan 550, raguwar shekara 39.77%.
Kasuwancin Ingilishi zai fahimci kudin shiga na HK $ 19.418 a cikin 2022, shekara-shekara karuwar shekara na 3.97%; HK a kamfanin iyaye na HK $ 706 miliyan, raguwar shekara-shekara na 56.91%.
Dangane da dalilan da suka samu a fagen aiki, International International ya ce ban da tasirin cutar a cikin 2022, ci gaba da tashin farashin kayan masarufi zai sami mummunan tasiri ga aikin kamfanin.
Kungiyar Hengan International zata cimma kudaden shiga biliyan 22.616 a shekarar 2022, karuwar shekara ta shekaru 8.8%; Wadanda suka dace da masu amfani ga masu rizancin kamfanin zai zama Yuan biliyan biliyan 1.925, raguwar shekara mai shekaru 41.2%.
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Daga hangen nesa na kudaden shiga, kasuwancin tawul na ya kasance koyaushe shine babban kasuwancin Sengan International. A shekarar 2022, wannan kasuwancin na kasar Hengan zai yi kyau. A cikin 2022, kudaden da aka samu na tallace-tallace na tawul na Hengan na takarda zai ƙaru da kusan Yuan biliyan 12.2.4%, lissafin kusan 54.16% don samun kudade na rukuni na gabaɗaya; Ya kasance Yuan biliyan 9.842 a cikin wannan lokacin a bara, lissafin 47.34%.
Kuna hukunta rahotannin shekara ta 2022 da kamfanonin takarda guda uku, koma baya a wasan kwaikwayon ne saboda kaifi hauhawar farashin kayan ragi.
SUNUNSARKINSUMYUWAR BAYANINSA NUNA CEWA tun daga 2022, da tabo farashin na Softwood pulp da katako mai katako, albarkatun ƙasa don ɓangarorin katako, sun zazzage sama. Matsakaicin kasuwar kasuwa ta Soft a cikin Shandong sau ɗaya ya tashi zuwa 7750 yuan / ton, da katako pulp sau ɗaya ya tashi zuwa 6700 yuan / tonn ton.
A karkashin matsa lamba na m ragon albarkatun kasa, aikin manyan takardu ya kuma ragu, kuma har yanzu masana'antar ta fuskanci kalubalen babban kalubale.
01. Tashi a farashin yana da wuya a kashe tashi cikin albarkatun kasa
Abubuwan da aka yi amfani da su a cikin tsarin samar da takarda na takarda sun haɗa da litattafan almara, abubuwan da ke tattare da kayan cocaging. Daga cikinsu, asusun Pridp na 50% -70% na samarwa, da masana'antar masana'antar Pulp shine babban kuma mafi mahimmancin masana'antar takarda na gida. A matsayinka na busasshen albarkatun ƙasa, kuma sauyawa na ɓangaren ɓangaren litattafan almara yana shafar babban matakin samfuran takarda na gida.
Tun daga Nuwamba 2020, farashin mai na UBOP ya ci gaba da tashi. A ƙarshen 2021, farashin murfin ɓangaren litattafan almara ya fito da yuan / 5,500-6,000, kuma a ƙarshen 2022, da ya fara zuwa Yuan / ton.
Domin magance farashin farashin kayan ragi na kayan ƙasa, kamar yadda aka fara Disamba 2020, kamfanonin takarda na gida a duk faɗin ƙasar. Kamar yadda na Disamba 31, 2020, a karo na biyu na 2020, karuwar takarda ta gama ya kai 12 ga Exparfin Fasaha daga cikin yuan mafi ƙasƙanci na 5,000 (ton. , Farashin Xinxiangyin ya kai 12,500 Yuan / ton.
A farkon Afrilu 2021, kamfanoni irinsu na Zhongshun da Tsabtace Horar da Kasa da Tsakanin Duniya sun ci gaba da haɓaka farashin.
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Zhongshun Jierou ya bayyana a cikin farashin karuwar harafin a wancan lokacin cewa farashin kayan abinci ya ci gaba da ƙaruwa, da farashin samarwa da farashin kayayyaki da kuma farashin samarwa na ci gaba da ƙaruwa. Edate International (Beijing) ya kuma bayyana cewa saboda ci gaba da ci gaba da farashin kasa, kuma yana shirin daidaita farashin don wasu kayayyakin samar da kayayyaki na hinga.
Bayan haka, a farkon kwata na 2022, Zhongshun jierou ya fara sake hauhawa farashin kuma, da ci gaba a cikin matakai. Kamar yadda na uku kwata na 2022, Zhongshun Jierou ya tashe farashin mafi yawan samfuran sa.
Koyaya, ci gaba da haɓaka ƙimar takarda ba ta haifar da haɓaka mai yawa a cikin aikin kamfanin ba. Akasin haka, aikin kamfanin ya ki saboda tashiwar farashi.
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Daga 2020 zuwa 2022, kudaden shiga na Zhongshun Jierou zai zama kashi 7.524 na Yuan, da miliyan 41.32% da 3.592 biliyan 3,59% da 3.592 biliyan 4,59% biliyan 3,59% da 3.592 biliyan 3,59% da 3.592 biliyan 3,59% da 3.592 biliyan 4,59% biliyan 3,59% da 3.592 biliyan 4,59% da 3.592 biliyan 3,59% %, 31.96%, da kuma farashin sha'awa na net sun kasance 11.58%, 6.35%, da 4.07%, bi da bi.
Kudaden shiga International ta samu daga shekarar 2020 zuwa 2022 zai kasance biliyan 4.897 biliyan 17.349, da kuma yuan miliyan 1.34, da kuma Yuan miliyan 1.34. 28.24%, da kuma farashin ribarwar yanar gizo sun kasance 11.35%, 8.77%, da 3.64%, bi da bi.
Daga 2020 zuwa 2022, kudaden shiga Hengan na kasar Hengan zai zama biliyan 22.374 biliyan 22.79%, 47.34%, kuma 54.34% bi da bi; Kudin Net zai zama Yuan Yuan 4 da kuma biliyan 3.29 na biliyan 3.29, Yuan Yuan; Babbar ribar riba 42.26%, 37.38%, kuma 34% bi da bi, da kuma yawan ribar riba, 15.83%, kuma 8.62%.
A cikin shekaru uku da suka gabata, kodayake manyan kamfanonin takarda uku sun ci gaba da ta da farashin, har yanzu suna da wahala a kashe farashin da ke tashi, da kuma nauyin kamfanin da riba suka ci gaba da raguwa.
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02. Zabi na wasan kwaikwayon na iya zuwa da wuri
A Afrilu 19, Zhongshun Jierou ya sake da rahotonsa na farko na 2023. Sanarwar tana nuna Yuan Yuan na kashi 2.061 biliyan 2.05%; Hanyar da ta dace da ita ga masu hannun jari na kamfanonin da aka lissafa miliyan 89.44, raguwar shekara-shekara na 32.93%.
Daga hangen nesa na farko na 2023, wasan kwaikwayon kamfanin bai sake juyawa ba.
Koyaya, kuna hukunta daga farashin ɓangaren litattafan almara, akwai alamun fata. Dangane da cigaba da mahimman bayanai na babban karfi na dan uwa, babban karfi na ɗakunan sawun na biyu ya ci gaba da tashi daga 3252 zuwa ga Yuan / ya yi kadan, yana da dan kadan, ton. A 12 ga Disamba, 2022, babban ƙarfin ɓangaren litattafan almara ya ci gaba da tashi zuwa yuan 7452, sannan kuma ya ci gaba da raguwa. Kamar yadda Afrilu 23, 2023, babban ƙarfin ɓangaren litattafan almara ya ci gaba da zama Yuan 5208 / ton, wanda ya ragu da 30.11% daga babban matakin da ya gabata.
Idan farashin ɓangaren litattafan almara ana kiyaye shi a wannan matakin a cikin 2023, zai kusan iri ɗaya a farkon rabin shekarar 2019.
A farkon rabin shekarar 2019, babban rabo na Zhongshun Jisou ya kasance 36.69%, da kuma nauyin riba ya kasance 8.66%; Adadin kudin riba na duniya ya kasance 27.38%, kuma ragin kyautar ya kasance 4.35%; Babban nauyin Ragimar Hengan ya kasance 37.04%, kuma ragin kyautar shine 17.67%. Daga wannan ra'ayi, idan ana kiyaye farashin ɓangaren ɓangare a kusan kusan 5208 Yuan don ƙara manyan takaddun littattafan uku na gidaje, kuma aikinsu ya yi zai yi amfani da su a juyawa.
Amintattun Citic sun yi hasashen cewa a cikin rushewar farashi na ɓangaren ɓangare na 2019 zuwa 2020, da ɓangaren ɓangaren ɓangaren ɓangaren Softwood pulp / katako na waje / 450 / Ton. Daga shekarar 2019 zuwa 2020 da farkon rabin 2021, Internationals International'Set ribart gefe zai zama 7.1%, 11.4%, kashi 10.6%, kashi 10.6%, kashi daya%, 10.6%, 10.3%, 10.3%, 10.3%, 10.3%, 10.0%, 8.0%, 8.0%, 8.0%, 8.0%, 8.0%, 8.0%, 8.0%, 8.0%.
A cikin huɗu kwata na 2022, abubuwan da suka dace na baranda na tabbatar da kasa da Zhongshun Jierou zai zama kashi 0.4% da 3.1% da 3.1 daidai da 3.1%. A cikin farkon rabin 2022, rijiyar amfani da kasuwancin tawul na Beten International na Hengan na Bukanta zai zama -2.6%. Kasuwancin za su mai da hankali kan maido da riba, ana sa ran kokarin inganta tallace-tallace a cikin wasu fannoni, da kuma farashin tashoshi ba su da tushe.akwatin mai dadi na wata
Yin la'akari da yanayin flaxce (sabon ikon samar da takarda a cikin 2020/2021 tons miliyan 1.89 / 2.33 ne na sa ran sake zagayo zuwa 8% -10% %%.
A halin yanzu, farashin mai kunshi ya shiga cikin sake zagayowar ƙasa. A ƙarƙashin wannan asalin, ana sa ran kamfanonin takarda na gida a cikin Reversal na wasan kwaikwayo.
Lokaci: Mayu-15-2023
