Manyan kamfanonin takarda tare sun haɓaka farashin a watan Mayu don "kuka" farashin ɓangaren itace " nutsewa" sama da ƙasa ko kuma ci gaba da rashin daidaituwa
A watan Mayu, manyan kamfanonin takarda da yawa sun ba da sanarwar haɓaka farashin samfuran takarda. Daga cikin su, Sun Paper ya kara farashin duk kayan shafa da yuan 100/ton tun daga ranar 1 ga Mayu.
A cikin yanayin saurin raguwa na kwanan nan na farashin katako na katako da kuma dawo da buƙatun buƙatun, a cikin ra'ayi na masana'antun masana'antu da yawa, wannan zagaye na farashin farashi ta manyan kamfanonin takarda yana da ma'anar "kira don karuwa" .akwatin cakulan
Wani manazarcin masana'antu ya yi nazari ga mai ba da rahoto na "Securities Daily": "Ayyukan masana'antu na ci gaba da fuskantar matsin lamba, kuma farashin ɓangarorin itace ya 'nutse' kwanan nan. Ta hanyar buga wasan 'kukan sama', ana kuma sa ran za a dawo da riba."
Wasan da ba a iya mantawa da shi ba tsakanin sama da kasa na bangaren yin takarda
A cikin kwata na farko na wannan shekara, masana'antar takarda ta ci gaba da fuskantar matsin lamba tun daga shekarar 2022, musamman ma lokacin da bukatar tasha ba ta inganta sosai ba. Kwanan lokaci don kulawa da farashin takarda yana ci gaba da faɗuwa.akwatin cakulan
Ayyukan 23 da aka jera a cikin kamfanonin A-share na cikin gida a cikin kwata na farko ya kasance mai banƙyama, kuma ya bambanta da yanayin da ake ciki na fannin yin takarda a cikin 2022 cewa "ƙarin kudaden shiga ba tare da karuwar riba ba". Babu wasu kamfanoni da ke da sau biyu.
Dangane da bayanai daga Oriental Fortune Choice, daga cikin kamfanoni 23, kamfanoni 15 sun nuna raguwar samun kudin shiga a cikin rubu'in farko na wannan shekara idan aka kwatanta da makamancin lokacin bara; Kamfanoni 7 sun sami asarar aiki.
Duk da haka, tun daga farkon wannan shekara, bangaren samar da albarkatun kasa, musamman ma na masana'antar kwalabe da takarda, ya sami gagarumin sauye-sauye idan aka kwatanta da daidai wannan lokacin na shekarar 2022. Wani manazarcin labarai na Zhuo Chuang Chang Junting ya shaida wa wakilin jaridar "Securities Daily" cewa 2022, saboda dalilai masu yawa irin su ci gaba da labarai na samar da labarai da ɓangaren litattafan almara da haɗin takarda, farashin ɓangaren litattafan almara zai tashi kuma ya kasance mai girma, wanda zai haifar da raguwa a cikin riba na takarda. kamfanoni. Koyaya, tun 2023, farashin ɓangaren litattafan almara ya ragu cikin sauri. "Ana sa ran faduwar farashin itacen na iya zurfafa a watan Mayun wannan shekara." Chang Junting ya ce.akwatin cake
A cikin wannan mahallin, wasan da ke tsakanin sama da ƙasa na masana'antar shi ma yana ci gaba da ƙaruwa. Wani manazarcin labarai na Zhuo Chuang Zhang Yan ya shaidawa wakilin jaridar "Securities Daily" cewa: "Masana'antar takarda da aka biya sau biyu ta sami koma baya mai yawa a farashin litattafan almara da kuma goyon bayan takardar diyya sau biyu saboda tsananin buƙata. Ribar da masana'antar ta samu ya farfado sosai. Saboda haka, kamfanonin takarda suna da farashi mai kyau. Tare da tunanin ci gaba da dawo da riba, wannan kuma shine babban goyon bayan tunani ga wannan zagaye na karuwar farashin da manyan kamfanonin takarda ke yi."
Amma a gefe guda, kasuwar ɓangaren litattafan almara ba ta da ƙarfi, kuma farashin "ruwa" a bayyane yake. A gefe guda, tallafin kasuwa don farashin takarda yana iyakance. A gefe guda kuma, sha'awar 'yan wasan da ke ƙasa don tara kaya shima ya ragu. "Yawancin masu aiki da takardan al'adu na ƙasa suna riƙe da baya kuma suna son jira farashin ya faɗo kafin sa hannun jari." Zhang Yan ya ce.
Dangane da wannan zagaye na farashin farashin da kamfanonin takarda ke yi, masana'antar gabaɗaya sun yi imanin cewa yuwuwar “saukawarta” na ainihi kaɗan ne, kuma galibi wasa ne tsakanin sama da ƙasa. Bisa hasashen da cibiyoyi da dama suka yi, wannan yanayi na tabarbarewar wasan zai kasance babban jigo a cikin gajeren lokaci.akwatin cake
A cikin rabin na biyu na shekara, masana'antu na iya samun nasarar dawo da riba
Don haka, a yaushe ne masana'antar takarda za ta fita daga "marasa duhu"? Musamman bayan fuskantar karuwar amfani a lokacin hutu na "Mayu 1st", shin halin da ake bukata na tashar ya dawo kuma ya inganta? Wadanne maki takarda da kamfanoni ne za su kasance na farko da za su fara farfaɗowa?
Dangane da haka, Fan Guiwen, babban manajan kamfanin Kumera (China) Co., Ltd., a wata hira da wakilin jaridar Securities Daily, ya yi imanin cewa, halin da ake ciki a halin yanzu da ake ganin ya cika da wasan wuta a zahiri ya takaita ne ga yankuna masu iyaka da kuma iyakoki. masana'antu, kuma har yanzu akwai yankuna da masana'antu da yawa waɗanda kawai za a iya cewa suna "ci gaba a hankali". "Tare da wadatar masana'antar yawon shakatawa da masana'antar masaukin otal, buƙatun tattara kayan abinci don abinci, musamman ma kayan abinci kamar ƙoƙon takarda da kwanon takarda, sannu a hankali za su ƙaru." Fan Guiwen ya yi imanin cewa takarda gida da wasu nau'ikan marufi ya kamata su kasance farkon samun ingantaccen aikin kasuwa.
Dangane da takarda mai rufi, daya daga cikin nau'ikan takarda da manyan kamfanonin takarda ke "kuka" a wannan zagaye, wasu masu bincike sun bayyana a cikin wata hira da manema labarai: "Takardar al'adu ta kasance a cikin ƙaramin lokaci mafi girma a wannan shekara, kuma a yanzu. tare da cikakkiyar farfadowa na masana'antar nunin cikin gida , Dokokin takarda mai rufi kuma suna da gamsarwa, kuma matakin riba kuma ya inganta idan aka kwatanta da lokacin da ya gabata.”akwatin baka
Chenming Paper ya shaidawa wakilin jaridar "Securities Daily" cewa: "Duk da cewa farashin takardar al'adu ya farfado a cikin kwata na farko, saboda raguwar farashin farar kwali, ayyukan kamfanonin takarda na itace har yanzu yana fuskantar matsin lamba a farkon kwata. . Koyaya, kamfanin An yi imanin cewa faduwar farashin albarkatun ƙasa zai taimaka sannu a hankali haɓaka ribar masana'antu na ƙasa."
Su ma masu masana'antar da aka ambata a baya sun yi imanin cewa a halin yanzu masana'antar tana cikin wani yanayi na koma baya. Tare da sauƙaƙan sauƙi na farashin farashi da sannu a hankali dawo da buƙatun masu amfani, ana sa ran ribar kamfanonin takarda za ta dawo.
Kamfanin Sinolink Securities ya bayyana cewa, yana da kyakkyawan fata game da ingantuwar bukatu a cikin rabin na biyu na shekarar 2023, kuma farfadowar amfani zai kara taimakawa wajen farfado da matsakaicin farashin takarda, tare da fitar da ribar kowace ton zuwa ga fa'ida.
Lokacin aikawa: Mayu-10-2023
