Farashin takarda ya wuce gona da iri kuma ya sake komawa, kuma wadatar masana'antar takarda ta haifar da juzu'i?

Farashin takarda ya wuce gona da iri kuma ya sake komawa, kuma wadatar masana'antar takarda ta haifar da juzu'i?

Kwanan nan, an sami wasu sauye-sauye a fannin yin takarda. A-share Tsingshan Paper (600103.SH), Yueyang Forest Paper (600963.SH), Huatai Stock (600308.SH), da Hong Kong-listed Chenming Paper (01812.HK) duk suna da Takaitaccen digiri na haɓaka ƙila yana da alaƙa. zuwa karuwar farashin takarda na kwanan nan. akwatin abun ciye-ciye na alewa

Kamfanonin takarda suna "kara farashin" ko "farashin inshora"

Tun farkon wannan shekara, farin kwali ya kasance cikin yanayi mafi muni tsakanin nau'ikan takarda daban-daban. Bisa kididdigar da jama'a suka bayar, matsakaicin farashin kasuwannin cikin gida daga 250g zuwa 400g farin kwali ya ragu daga yuan/ton 5110 a farkon shekara zuwa yuan 4110 a halin yanzu, kuma har yanzu yana yin sabon rahusa a cikin shekaru biyar da suka gabata.

Yayin da ake fuskantar farashin farar kwali na faduwa ba kakkautawa, tun daga ranar 3 ga watan Yuli, wasu kanana da matsakaitan kamfanonin kwali a yankunan Guangdong, Jiangsu, Jiangxi da sauran yankuna ne suka jagoranci fitar da wasiku na karin farashin. A ranar 6 ga watan Yuli, manyan kamfanonin farar kwali irin su Bohui Paper da Sun Paper suma sun bi sahu tare da fitar da wasiƙun daidaita farashi, suna shirin haɓaka farashin duk kayayyakin kwali da yuan 200/ton. kwalayen alewa costco

Dalilin da ke tattare da karuwar farashin na iya zama motsi mara amfani. An ba da rahoton cewa farashi da farashin farar kwali sun nuna mummunan yanayi na koma-baya, kuma kamfanonin takarda za su iya cimma burin dakatar da faduwar ne kawai ta hanyar daidaita farashin.

A gaskiya ma, a farkon watan Fabrairun wannan shekara, masana'antun takarda sun riga sun shirya haɓaka farashin. Manyan kamfanonin takarda irin su Bohui Paper, Chenming Paper, da Wanguo Paper ne suka ja gaba wajen kara farashin farar kwali. Bayan haka, Yueyang Forestry and Paper ya biyo baya. Tashin farashin farashi yana yaduwa daga manyan kamfanonin takarda zuwa kanana da matsakaicin kamfanonin takarda, amma tasirin bin diddigin bai dace ba, kuma tasirin saukowa ya kasance matsakaici. Babban dalili shi ne, buƙatun da ke ƙasa yana da rauni sosai, kuma kamfanonin takarda ba su da wani zaɓi illa ƙara farashin. A gaskiya ma, don kare farashi ne da hana ƙarin raguwar farashin. akwatin alewa da abun ciye-ciye

Masana'antar takarda tana hidimar masana'antu da yawa na ƙasa, gami da amfani, masana'antar masana'antu, da sauransu. Ana ɗaukarsa a matsayin barometer na tattalin arziƙi, kuma galibi ana ɗaukarsa azaman nuni na ƙarfin tattalin arziki. Halin rashin ƙarfi na farashin takarda a wannan shekara kuma yana nunawa zuwa wani matsayi cewa a ƙarƙashin yanayin macro na yanzu, tsarin farfadowa na tattalin arziki na iya zama ƙasa da tsammanin kasuwa. akwatin alewa na Japan

Farashin ɓangaren litattafan almara a ƙarshen farashi yana ƙarƙashin matsin lamba

A saman sarkar masana'antar yin takarda ta hada da gandun daji, pulping, da dai sauransu, sannan daga baya ya hada da yin takarda da kayan takarda, wadanda aka raba su zuwa takarda corrugated, farar allo, farar kwali, takarda fasaha, da sauransu. A cikin kudin yin takarda, Kudin ɓangaren litattafan almara ya kai 60% zuwa 70%, kuma wasu nau'ikan takarda ma sun kai 85%.alewa daga wasu ƙasashe akwatin

A cikin shekarar da ta gabata, farashin ɓangaren litattafan almara ya ci gaba da gudana a matsayi mai girma. Itacen itacen Softwood ya tashi daga yuan 5,950 a farkon shekarar 2022 zuwa yuan 7,340 a karshen shekara, wanda ya karu da kashi 23.36%. A cikin lokaci guda, kututturen katako ya tashi daga yuan 5,070 zuwa tan 6,446 yuan/ton, wanda ya karu da kashi 27.14%. Ƙarfin farashin ɓangaren litattafan almara ya matse ribar kamfanonin takarda, kuma abin da ke ƙasa yana da wahala.

Tun daga 2023, daidaitawar farashin ɓangaren litattafan almara ya kawo jinkiri ga kamfanonin takarda. Bisa kididdigar da aka yi, an samu raguwar kudin da ake samu a nan gaba daga kusan yuan 7,000 a farkon shekara zuwa kusan yuan 5,000 kuma ya daidaita. Faduwar ta wuce yadda ake tsammani.

Dalilin faduwar farashin ɓangaren litattafan almara a farkon rabin shekara na iya kasancewa babban ƙarfin samar da ɓangaren litattafan almara na ketare. Bugu da kari, abubuwa kamar jinkirin cin abinci a ƙarƙashin babban adadin ribar ƙetare su ma sun haifar da cikas a bayyane kan farashin ɓangaren litattafan almara. Ko da yake wasu masana'antun injina sun ɗauki matakai don "tayar da farashi", sakamakon ba a bayyane yake ba. akwatin alewa na Japan kowane wata

Yawancin cibiyoyi ba su da kwarin gwiwa game da bin diddigin farashin ɓangaren litattafan almara. Rahoton Bincike na Shenyin Wanguo ya yi imanin cewa tsarin samar da wadataccen ɓangaren litattafan almara da ƙarancin buƙatu yana ci gaba, tushen tushe ba su da ƙarfi, kuma ana sa ran za a iyakance sararin sake dawowa gabaɗaya. Koyaya, raguwar da ta gabata ta nuna ainihin yanayin rauni na yanzu.

Wannan kuma da alama yana nuna cewa mafi munin lokaci na masana'antar takarda ya wuce, kuma masana'antar na iya haifar da juzu'i na wadata. Jama'a a cikin masana'antar gabaɗaya sun yi imanin cewa saboda matsin lamba kan farashin ɓangaren litattafan almara, babban abin da ke shafar ci gaban masana'antar takarda ya ƙaura daga ɓangaren farashi zuwa ɓangaren buƙata kuma.  akwatunan alewa daga ko'ina cikin duniya

Daga hangen nesa na kwata na farko, ayyukan mafi yawan kamfanonin takarda ba su da jinkiri. Jaridar Sun Paper wadda ke da mafi girman sikelin kudaden shiga, ta samu ribar yuan miliyan 566 a rubu'in farko na bana, wanda ya ragu da kashi 16.21 cikin dari a duk shekara. A cikin kwata na farko, ribar da iyayen kamfanin Shanying International da Chenming Paper suka samu ya kai yuan miliyan 341 da yuan miliyan -275, wanda ya ragu da kashi 270.67% da kashi 341.76% a duk shekara.

A cikin rabin farko na shekara, raguwa a babban matakin ɓangaren litattafan almara ya haifar da raguwar matsin lamba ga kamfanonin takarda na cikin gida. Sashin yin takarda na iya haifar da haɓakar haɓakar farashi da raguwar farashi, kuma ana sa ran aikin zai murmure. Game da matsayin gyaran, za a sanar da shi a cikin rahoton shekara-shekara na kamfanin da ya dace.

Haɗe-haɗen shimfidar wuri don ƙarfafa gasa

wadatar ɓangaren litattafan almara ta ƙasa ta kasance koyaushe tana dogara sosai ga ƙasashen waje, kuma ana shigo da ɓangaren litattafan almara ne daga Kanada, Chile, Amurka, Rasha da sauran ƙasashe. Saboda ɗimbin albarkatun albarkatun da ake amfani da shi don ƙwanƙwasa, Kanada koyaushe ta kasance babban mai samar da ɓangaren litattafan almara kuma ɗaya daga cikin mahimman hanyoyin da ake shigowa da su daga China. Injin ƙwanƙwasa suna cinye gandun daji da yawa kuma suna haifar da lahani ga muhalli. Masana'antar ɓangaren litattafan almara na cikin gida tana da tsauraran hani kan haɓaka masana'antar ɓangaren litattafan almara, ƙofa yana da yawa, kuma farashin aiki ya ma fi wasu injinan ɓangaren litattafan almara na ƙasashen waje. alewa daga ko'ina cikin duniya akwatin

Ya kamata a lura da cewa, a cikin 'yan shekarun nan, a karkashin bango m samar da ɓangaren litattafan almara daga kasashen waje da kuma high farashin na dogon lokaci, rayuwar kamfanonin takarda ba ta da sauƙi, manyan kamfanoni sun fadada a hankali zuwa saman sarkar masana'antu. da kuma asali na rabuwa da gandun daji, pulping, Hanyoyi guda uku na yin takarda an haɗa su don inganta tsarin aikin "haɗin gwiwar gandun daji-nau'i-nau'i-nau'i-nau'i" da kuma haɓaka ƙarfin samar da ɓangaren litattafan almara na kansa, don tabbatar da kwanciyar hankali na samar da albarkatun kasa. sarkar da kuma kara rage samar da kuma aiki farashin. kwalin cakulan alewa

Manyan 'yan wasa da yawa a cikin masana'antar takarda ta cikin gida, kamar Chenming Paper da Takarda Sun, sun riga sun fara shimfidar da suka dace. Chenming Paper ana daukarsa a matsayin kamfani na takarda na farko wanda ya ƙaddamar da dabarun "haɗin kai da takarda". A shekarar 2005, kungiyar Chenming ta gudanar da aikin hada-hadar dazuzzuka da takarda a birnin Zhanjiang na lardin Guangdong da majalisar gudanarwar kasar ta amince da shi. Wannan aikin babban muhimmin aiki ne ga ƙasar don haɓaka haɗin gwiwar gina gandun daji, ɓangaren litattafan almara da takarda. Tana cikin yankin Leizhou dake iyakar kudancin kasar Sin. Yana da fa'idodin wuri a bayyane ta fuskar kasuwa, sufuri da albarkatu. Kyakkyawan wuri. Tun daga wannan lokacin, Chenming Paper ya ci gaba da tura ayyukan haɗin gwal da takarda a Shouguang, Huanggang da sauran wurare. A halin yanzu, jimillar ƙarfin samar da ɓangaren itace na Chenming Paper ya kai ton miliyan 4.3, bisa fahimtar ma'aunin ɓangaren litattafan almara da ƙarfin samar da takarda.

Bugu da kari, Sun Paper kuma yana gina nasa "layin ɓangaren litattafan almara" a Beihai, Guangxi, yana shigo da guntuwar itace don samar da ɓangaren litattafan almara, yana ƙara yawan ɓangaren litattafan almara da kuma rage farashi. Bugu da kari, kamfanin ya kara fadada ginin sansanonin gandun daji na ketare don ba da garantin samar da albarkatun kasa a nan gaba. akwatin gani's alewa

Gabaɗaya, sana’ar takarda tana fitowa daga cikin kwandon shara, kuma wasu makin takarda sun fara tashi a farashi. Idan tsarin farfadowa na ƙasa ya wuce tsammanin, masana'antar takarda na iya fuskantar wani juzu'i a cikin wadata.

A cikin 'yan shekarun da suka gabata, an kawar da wasu ƙanana da matsakaita da kuma tsofaffin ƙarfin samar da takarda bayan kare muhalli da rage ƙarfin aiki. A nan gaba, tare da yanayin haɗaɗɗiyar shimfidar wuri, ana sa ran rabon kasuwa na manyan kamfanonin takarda zai ci gaba da ƙaruwa, kuma kamfanonin da ke da alaƙa na iya haifar da dawo da riba sau biyu da ƙima.