Ntụle nke akụkọ gbasara ego nke nnukwu akwụkwọ akụkọ ezinụlọ atọ: isi ngbanwe nke arụmọrụ na 2023 na-abịa?
Ntuziaka: Ka ọ dị ugbu a, ọnụahịa nke pulp osisi abanyela n'usoro ala, a na-atụkwa anya na a ga-emeziwanye uru mbelata na arụmọrụ arụmọrụ nke ọnụ ahịa dị elu gara aga wetara.
Zhongshun Jierou ga-enweta ego na-arụ ọrụ nke ijeri yuan 8.57 na 2022, mbelata nke 6.34% kwa afọ n'afọ; Uru net nke ndị na-eketa òkè nke ụlọ ọrụ edepụtara bụ ihe dị ka nde yuan 350, mbelata kwa afọ nke 39.77%.
Vinda International ga-aghọta na-arụ ọrụ ego nke HK$19.418 ijeri na 2022, a afọ-na-afọ abawanye nke 3.97%; net uru sitere na ụlọ ọrụ nne na nna nke HK $ 706 nde, mbelata kwa afọ nke 56.91%.
Banyere ihe kpatara mbelata arụmọrụ, Vinda International kwuru na na mgbakwunye na mmetụta nke ọrịa na-efe efe na 2022, ịrị elu na-aga n'ihu na ọnụ ahịa akụrụngwa ga-enwe mmetụta na-adịghị mma na arụmọrụ ụlọ ọrụ ahụ.
Hengan International ga-enweta ego ha nwetara nke ijeri yuan 22.616 na 2022, mmụba nke afọ n'afọ nke 8.8%; Uru a na-enweta na ndị na-akwụ ụgwọ ụlọ ọrụ ahụ ga-abụ ijeri yuan 1.925, mbelata kwa afọ nke 41.2%.
igbe kuki
Site n'echiche nke ego ha nwetara, azụmahịa towel akwụkwọ a na-abụkwa isi azụmaahịa nke Hengan International. Na 2022, azụmahịa a nke Hengan International ga-arụ ọrụ nke ọma. Na 2022, ndị ahịa revenue nke Hengan International si akwụkwọ towel azụmahịa ga-abawanye site banyere 24.4% ka 12.248 ijeri yuan, aza maka 54.16% nke otu mkpokọta ego; bụ 9.842 ijeri yuan n'otu oge ahụ n'afọ gara aga, na-aza 47.34%.
Na-ekpe ikpe site na akụkọ kwa afọ 2022 nke ụlọ ọrụ akwụkwọ atọ ahụ gosipụtara, mbelata arụmọrụ bụ n'ihi mmụba dị elu nke ọnụ ahịa akụrụngwa.
Data nlekota SunSirs na-egosi na kemgbe 2022, ọnụ ahịa ntụpọ nke softwood pulp na hardwood pulp, akụrụngwa maka osisi pulp, agbanweela elu. Nkezi ọnụ ahịa nke softwood pulp na Shandong ruru otu ugboro ruo yuan/ton 7750, na pulp osisi hardwood ruru otu oge ruo 6700 yuan/ton.
N'okpuru nrụgide nke ọnụ ahịa akụrụngwa na-arị elu nke ukwuu, arụmọrụ nke nnukwu ụlọ ọrụ akwụkwọ agbadala, ụlọ ọrụ ahụ ka na-eche nnukwu nsogbu ihu.
01. Nrịgo ọnụ ahịa siri ike ịkwụsị ịrị elu akụrụngwa
Ngwa ngwa eji eme ihe na-emepụta akwụkwọ anụ ahụ gụnyere pulp, ihe mgbakwunye kemịkalụ na ihe nkwakọ ngwaahịa. N'ime ha, pulp na-akwụ ụgwọ maka 50% -70% nke ọnụ ahịa mmepụta, yana ụlọ ọrụ na-emepụta pulp bụ ụlọ ọrụ kachasị mkpa na nke kachasị mkpa nke ụlọ ọrụ akwụkwọ ezinụlọ. Dị ka nnukwu akụrụngwa mba ụwa, usoro akụ na ụba ụwa na-emetụta ọnụ ahịa pulp nke ukwuu, na mgbanwe ọnụ ahịa pulp na-emetụta oke uru nke ngwaahịa akwụkwọ ezinụlọ.
Kemgbe ọnwa Nọvemba 2020, ọnụ ahịa pulp gara n'ihu na-arị elu. N'ọgwụgwụ 2021, ọnụ ahịa pulp ruru na 5,500-6,000 yuan/ton, na ka ọ na-erule njedebe nke 2022, ọ rigoro ruo 7,400-7,800 yuan/ton.
Iji nagide mmụba ọnụahịa nke ọnụ ahịa akụrụngwa, ka mbido Disemba 2020, ụlọ ọrụ akwụkwọ ezinaụlọ n'ofe mba ahụ malitere ibuli ọnụ ahịa otu otu. N'ihe dị ka Disemba 31, 2020, na ọkara nke abụọ nke 2020, mmụba nke akwụkwọ emechara eruola yuan / ton 800-1,000, ọnụ ahịa ụlọ ọrụ mbụ agbagoro site na ebe kacha ala nke 5,500-5,700 yuan/ton ruo ihe fọrọ nke nta ka ọ bụrụ 7,000 yuan / ton. , Xinxiangyin bụbu ụlọ ọrụ ọnụahịa eruola 12,500 yuan / ton.
Na mbido Eprel 2021, ụlọ ọrụ dịka Zhongshun Cleanroom na Vinda International gara n'ihu na-ebuli ọnụ ahịa.
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Zhongshun Jierou kwuru n'akwụkwọ ozi mmụba ọnụahịa n'oge ahụ na ọnụ ahịa akụrụngwa nọgidere na-arị elu, ọnụ ahịa mmepụta na ụgwọ ọrụ nke ụlọ ọrụ ahụ nọgidere na-abawanye. Vinda International (Beijing) kwukwara na n'ihi mmụba na-aga n'ihu na ọnụ ahịa akụrụngwa, ọnụ ahịa mmepụta abawanyela nke ukwuu, yana ọ na-ezube ịhazigharị ọnụ ahịa maka ụfọdụ ngwaahịa ika Vinda site na Eprel 1.
Mgbe nke ahụ gasịrị, na nkeji mbụ nke 2022, Zhongshun Jierou malitere ibuli ọnụ ahịa ọzọ ma na-aga n'ihu na ọkwa. N'ime nkeji nke atọ nke 2022, Zhongshun Jierou welitere ọnụ ahịa nke ọtụtụ ngwaahịa ya.
Agbanyeghị, mmụba ọnụahịa na-aga n'ihu nke ụlọ ọrụ akwụkwọ emeghị ka mmụba dị ukwuu na arụmọrụ ụlọ ọrụ ahụ. N'ụzọ megidere nke ahụ, arụmọrụ ụlọ ọrụ ahụ dara n'ihi ịrị elu ọnụ ahịa.
kuki igbe achicha
Site na 2020 ruo 2022, ego ha ga enweta nke Zhongshun Jierou ga-abụ ijeri yuan 7.824, ijeri yuan 9.15 na ijeri yuan 8.57, n'otu n'otu, yana uru net nke yuan nde 906, nde yuan 581 na nde yuan 349, yana nnukwu uru 4.3. % na 3.592 ijeri yuan n'otu n'otu. %, 31.96%, na ọmụrụ nwa net bụ 11.58%, 6.35%, na 4.07%, n'otu n'otu.
Ego enwetara nke Vinda International site na 2020 ruo 2022 ga-abụ ijeri yuan 13.897, ijeri yuan 15.269 na ijeri yuan 17.345, yana uru net nke ijeri yuan 1.578, ijeri yuan 1.34 na yuan nde 631. 28.24%, na ọmụrụ nwa net bụ 11.35%, 8.77%, na 3.64%, n'otu n'otu.
Site na 2020 ruo 2022, ego enwetara Hengan International ga-abụ ijeri yuan 22.374, ijeri yuan 20.79, na ijeri yuan 22.616, na azụmaahịa anụ ahụ ga-aza 46.41%, 47.34%, na 54.16% n'otu n'otu; uru net ga-abụ ijeri yuan 4.608 na ijeri yuan 3.29 n'otu n'otu, ijeri yuan 1.949; oke uru oke ruru 42.26%, 37.38%, na 34% n'otu n'otu, na uru ụgbụ ahụ bụ 20.6%, 15.83%, na 8.62%.
N'ime afọ atọ gara aga, ọ bụ ezie na ụlọ ọrụ atọ ndị isi ụlọ ọrụ na-aga n'ihu na-ebuli ọnụ ahịa, ọ ka na-esiri ike ịkwụsị ụgwọ na-arị elu, na arụmọrụ na uru nke ụlọ ọrụ ahụ nọgidere na-agbada.
igbe ụtọ kwa ọnwa
02. The inflection point of performance nwere ike ịbịa ngwa ngwa
N'April 19, Zhongshun Jierou wepụtara akụkọ mbụ nke nkeji iri na ise maka 2023. Nkwupụta ahụ na-egosi na n'ime nkeji mbụ nke 2023, ego ụlọ ọrụ na-enweta na-arụ ọrụ bụ 2.061 ijeri yuan, mmụba kwa afọ nke 9.35%; Uru net nke ndị na-eketa òkè nke ụlọ ọrụ edepụtara bụ 89.44 nde yuan, mbelata kwa afọ nke 32.93%.
Site n'echiche nke nkeji mbụ nke 2023, arụmọrụ ụlọ ọrụ ahụ agbanwebeghị.
Otú ọ dị, na-ekpe ikpe site na ọnụahịa ọnụahịa nke pulp, e nwere ihe ịrịba ama nke nchekwube. Dị ka data na-aga n'ihu nke isi ike nke pulp, isi ike nke pulp nọgidere na-ebili site na 4252 yuan/ton na February 3, 2020 ruo 7652 yuan/ton na Machị 1, 2022. Mgbe nke ahụ gasịrị, ọ gbanwere ntakịrị. , mana ọ nọgidere na gburugburu 6700 yuan / ton. Na Disemba 12, 2022, isi ike nke pulp gara n'ihu na-arịgo elu nke yuan/ton 7452, wee gaa n'ihu na-agbada. Dị ka Eprel 23, 2023, isi ike nke pulp gara n'ihu na-abụ 5208 yuan/ton, nke agbadala site na 30.11% site na ebe dị elu gara aga.
Ọ bụrụ na a na-edobe ọnụ ahịa pulp na ọkwa a na 2023, ọ ga-abụ otu ihe ahụ na ọkara mbụ nke 2019.
N'ime ọkara mbụ nke 2019, nnukwu uru ego nke Zhongshun Jierou bụ 36.69%, ọnụ ahịa ụgbụ ahụ bụ 8.66%; nnukwu uru nke Vinda International bụ 27.38%, ọnụ ahịa ụgbụ ahụ bụkwa 4.35%; Onu ogugu uru nke Hengan International bụ 37.04%, na uru net bụ 17.67%. Site n'echiche a, ọ bụrụ na a na-edobe ọnụ ahịa pulp na gburugburu 5,208 yuan / ton na 2023, a na-atụ anya na ọnụ ahịa ọmụrụ nwa nke nnukwu ụlọ ọrụ ụlọ atọ bụ isi ga-abawanye nke ukwuu, arụmọrụ ha ga-ebutekwa ngbanwe.
CITIC Securities na-ebu amụma na n'ime mgbada ala nke ọnụ ahịa pulp site na 2019 ruo 2020, nkwupụta mpụta nke softwood pulp/hardwood pulp ga-adị obere ka US$570/450/ton. Site na 2019 ruo 2020 na ọkara mbụ nke 2021, Vinda International's net uru oke ga-7.1%, 11.4%, 10.6%, net mmasị ọnụego nke Zhongshun Jierou bụ 9.1%, 11.6%, 9.6% karị, na ọrụ uru ọnụego nke Hengan International anụ ahụ azụmahịa bụ 7.3%, 10.0%, 8.9%.
Na nkeji nke anọ nke 2022, oke uru net nke Vinda International na Zhongshun Jierou ga-abụ 0.4% na 3.1% n'otu n'otu. N'ime ọkara mbụ nke 2022, oke uru na-arụ ọrụ nke azụmaahịa akwụkwọ nhicha akwụkwọ nke Hengan International ga-abụ -2.6%. Ụlọ ọrụ ga-elekwasị anya na iweghachite uru, a na-atụ anya na a ga-achịkwa mbọ nkwalite ahịa n'ime ebe ụfọdụ, ọnụ ahịa ọnụ ahịa kwụsiri ike..igbe ụtọ kwa ọnwa
N'iburu n'uche mpaghara asọmpi (ikike mmepụta ọhụrụ nke akwụkwọ anụ ahụ na 2020/2021 bụ 1.89 / 2.33 nde tọn) yana atụmatụ ọnụahịa na-eduga, CITIC Securities na-ebu amụma na ọnụego netwọk nke akwụkwọ anụ ahụ na-eduga na agba nke pulp a na-agbada. A na-atụ anya na okirikiri ahụ ga-agbake ruo 8%-10%.
Ugbu a, ọnụ ahịa pulp abanyela n'usoro ala. N'okpuru ndabere a, a na-atụ anya na ụlọ ọrụ akwụkwọ ezinaụlọ ga-ebute ngbanwe arụmọrụ.
Oge nzipu: Mee-15-2023
