Ibiciro byimpapuro byaragurishijwe kandi byongera, kandi iterambere ryinganda zimpapuro ryatangije aho ihindagurika?
Vuba aha, habaye impinduka murwego rwo gukora impapuro. A-umugabane wa Tsingshan Impapuro (600103.SH), Urupapuro rwamashyamba rwa Yueyang (600963.SH), Huatai Stock (600308.SH), hamwe na Chenming Paper yashyizwe ku rutonde rwa Hong Kong (01812.HK) byose bifite urwego runaka rwo kwiyongera bishobora kuba bifitanye isano kugeza ibiciro biherutse kwiyongera byimpapuro. agasanduku k'ibiryo
Ibigo byimpapuro "byongera ibiciro" cyangwa "ibiciro byubwishingizi"
Kuva mu ntangiriro zuyu mwaka, ikarito yera yabaye mubihe bibi muburyo butandukanye bwimpapuro. Nk’uko imibare rusange ibigaragaza, igiciro cy’isoko ry’imbere mu gihugu kingana na 250g kugeza kuri 400g ikarito yera yavuye kuri 5110 yu / toni mu ntangiriro zumwaka igera kuri 4110 yu / toni, kandi iracyashyiraho urwego rushya mu myaka itanu ishize.
Mu guhangana n’igiciro cyikarito yera igabanuka ubuziraherezo, guhera ku ya 3 Nyakanga, amasosiyete mato mato mato mato mato mato mato ya Guangdong, Jiangsu, Jiangxi no mu tundi turere yafashe iyambere mu gutanga amabaruwa yo kongera ibiciro. Ku ya 6 Nyakanga, inganda zikora amakarito yera y’inganda nka Bohui Paper na Sun Paper nazo zarakurikiranye zitanga amabaruwa yo guhindura ibiciro, ziteganya kuzamura igiciro kiriho cy’ibicuruzwa byose byamakarito 200 yuan / toni. agasanduku ka bombo
Impamvu itera izamuka ryibiciro irashobora kuba intambwe idafite kirengera. Biravugwa ko igiciro nimpapuro byikarito yera byagaragaje ikibazo gikomeye cyo kuzamuka-hejuru, kandi amasosiyete yimpapuro ashobora kugera kuntego yo guhagarika igabanuka muguhuza ibiciro hamwe.
Mubyukuri, mu ntangiriro za Gashyantare uyu mwaka, inganda zimpapuro zari ziteganya kuzamura ibiciro. Amasosiyete akomeye yimpapuro nka Bohui Paper, Chenming Paper, na Wanguo Paper yafashe iyambere mukuzamura igiciro cyikarito yera. Nyuma yibyo, Ishyamba rya Yueyang nimpapuro byakurikiranye. Ubwiyongere bw'ibiciro bwakwirakwiriye mu masosiyete ayobora impapuro kugeza ku masosiyete mato mato mato, ariko ingaruka zo gukurikirana ntizari nziza, kandi ingaruka zo kugwa zari nto. Impamvu nyamukuru ni uko ibyifuzo byo hasi bikenewe cyane, kandi amasosiyete yimpapuro nta kundi byagenda uretse kuzamura ibiciro. Mubyukuri, ni ukurinda ibiciro no gukumira ko ibiciro bitagabanuka. agasanduku na bombo
Inganda zimpapuro zikora inganda nyinshi zimanuka, zirimo gukoresha, gukora inganda, nibindi. Bifatwa nka barometero yubukungu, kandi akenshi bifatwa nkikimenyetso cyerekana imbaraga zubukungu. Kugabanuka kw'ibiciro by'impapuro muri uyu mwaka nabyo birerekana ku rugero runaka ko muri iki gihe ibidukikije byifashe neza, inzira yo kuzamuka mu bukungu ishobora kuba munsi y'ibiteganijwe ku isoko. agasanduku ka bombo
Ibiciro bya pulp kumpera yibiciro biri mukibazo
Inzira yo hejuru yinganda zikora impapuro zirimo amashyamba, gutema, nibindi, naho kumanuka harimo impapuro nogukora impapuro, bigabanijwemo impapuro zometseho impapuro, impapuro zera zera, ikarito yera, impapuro zubuhanzi, nibindi. Mu giciro cyo gukora impapuro, igiciro cya pulp kibarirwa 60% kugeza 70%, kandi ubwoko bumwe bwimpapuro bugera kuri 85%.bombo yo mu bindi bihugu agasanduku
Umwaka ushize, ibiciro bya pulp byakomeje kugenda kurwego rwo hejuru. Amashanyarazi ya Softwood yavuye kuri 5.950 yuan / toni mu ntangiriro za 2022 agera kuri 7.340 yu / toni mu mpera zumwaka, yiyongera 23.36%. Muri icyo gihe kimwe, ibiti by'ibiti byazamutse biva kuri 5.070 yu / toni bigera kuri toni 6.446 / toni, byiyongera kuri 27.14%. Igiciro gikomeye cya pulp cyagabanije inyungu zamasosiyete yimpapuro, kandi epfo na ruguru irababaje.
Kuva mu 2023, ihinduka ryibiciro bya pulp ryazanye agahenge ku masosiyete yimpapuro. Nk’uko imibare ibigaragaza, ejo hazaza hamanutse kuva kuri 7,000 Yuan / toni mu ntangiriro zumwaka kugera ku 5,000 5,000 / toni kandi bihagaze neza. Igabanuka ryarenze ibyateganijwe.
Impamvu itera igabanuka ryibiciro bya pulp mu gice cya mbere cyumwaka birashobora kuba ubushobozi bunini bwo kubyaza umusaruro ibiti byo mu mahanga. Byongeye kandi, ibintu nkibidindiza ibicuruzwa inyuma yinyungu zinyungu zo hanze nabyo byagize imbogamizi zigaragara kubiciro byizamuka. Nubwo insyo zimwe zafashe ingamba zo "kuzamura igiciro", ingaruka ntabwo zigaragara. buri kwezi japanese bombo agasanduku
Inzego nyinshi ntabwo zifite icyizere cyo gukurikirana ibiciro bya pulp. Raporo y’ubushakashatsi bwa Shenyin Wanguo yizera ko uburyo bwo gutanga ibicuruzwa byinshi ndetse n’ibikenewe bidakomeje, ibyingenzi bikaba byiza, kandi biteganijwe ko umwanya rusange wo kugaruka uzaba muto. Ariko, kugabanuka kwabanje kwerekana ahanini intege nke zubu.
Ibi kandi bisa nkaho byerekana ko igihe kibi cyane cyinganda zimpapuro zashize, kandi inganda zishobora gutangiza aho iterambere ryifashe. Abantu bo mu nganda muri rusange bemeza ko kubera igitutu cy’ibiciro by’ibiciro, ikintu cy’ibanze kigira ingaruka ku iterambere ry’inganda z’impapuro cyahindutse kiva ku giciro cyerekeza ku cyifuzo cyongeye. agasanduku ka bombo kuva kwisi yose
Urebye igihembwe cya mbere, imikorere yamasosiyete menshi yimpapuro iragabanuka. Ikinyamakuru Izuba Rirashe gifite igipimo kinini cyinjiza, cyageze ku nyungu zingana na miliyoni 566 mu gihembwe cya mbere cy’uyu mwaka, umwaka ushize wagabanutseho 16.21%. Mu gihembwe cya mbere, inyungu yaturutse ku babyeyi ba Shanying International na Chenming Paper yari miliyoni 341 Yuan na -275 million, igabanuka rikabije rya 270.67% na 341.76% umwaka ushize.
Mu gice cya mbere cyumwaka, igabanuka ryurwego rwo hejuru rwa pulp ryazanye igabanuka rikabije ryumuvuduko wibigo byimpapuro zo murugo. Urwego rwo gukora impapuro rushobora gutangiza ibintu bibiri byongera ibiciro no kugabanuka kw'ibiciro, kandi biteganijwe ko imikorere izakira. Kubijyanye nuburyo bwo gusana, bizatangazwa muri raporo yumwaka wa sosiyete bireba.
Imiterere ihuriweho kugirango ishimangire guhangana
Igihugu cyanjye gitanga ibicuruzwa byahoze biterwa cyane n’ibihugu by’amahanga, kandi ibicuruzwa biva mu mahanga biva muri Kanada, Chili, Amerika, Uburusiya n’ibindi bihugu. Bitewe nubutunzi bukomeye bwibikoresho fatizo byo kuvoma, Kanada yamye nantaryo itanga umusaruro mwinshi kandi nimwe mumasoko yingenzi yatumijwe mubushinwa. Urusyo rukora amashyamba menshi kandi rwangiza ibidukikije. Inganda zo mu gihugu zifite imbogamizi zikomeye ku iterambere ry’inganda zikora ibicuruzwa, urwego ruri hejuru, kandi amafaranga yo gukora ararenze ndetse n’inganda zimwe na zimwe z’amahanga. bombo kuva kwisi yose
Twabibutsa ko mu myaka yashize, mu rwego rwo gutanga ibicuruzwa biva mu mahanga ndetse n’ibiciro bihanitse mu gihe kirekire, ubuzima bw’amasosiyete y’impapuro zo mu gihugu ntibyari byoroshye, amasosiyete akomeye yagiye yaguka buhoro buhoro kugeza mu ntera y’inganda, no gutandukanya kwambere kwamashyamba, gutema, Amahuriro atatu yo gukora impapuro arahuzwa kugirango ateze imbere umushinga w "ishyamba ry’amashyamba-impapuro-guhuza impapuro" no kuzamura ubushobozi bwacyo bwo gutanga ibicuruzwa, kugirango habeho ituze ry’ibikoresho fatizo bihamye. urunigi no kurushaho kugabanya amafaranga yo gukora no gukora. agasanduku ka shokora
Abakinnyi benshi bakomeye mu nganda zo mu gihugu, nka Chenming Paper na Sun Paper, batangiye imiterere ijyanye. Chenming Paper ifatwa nkisosiyete yambere yimpapuro yatangije ingamba za "pulp nimpapuro". Mu 2005, Itsinda rya Chenming ryakoze umushinga wo guhuza amashyamba-impapuro-mpapuro i Zhanjiang, muri Guangdong byemejwe n'Inama ya Leta. Uyu mushinga ni umushinga munini wingenzi wigihugu mugutezimbere kubaka inyubako zishyizwe hamwe, amashyamba nimpapuro. Iherereye mu gace ka Leizhou mu majyepfo y’amajyepfo y’Ubushinwa. Ifite ibyiza bigaragara mubijyanye nisoko, ubwikorezi nubutunzi. Ahantu heza. Kuva icyo gihe, Chenming Paper yagiye ikurikirana imishinga yo guhuza impapuro nimpapuro muri Shouguang, Huanggang nahandi. Kugeza ubu, Chenming Paper ubushobozi bwo gukora ibiti biva mu biti bigeze kuri toni miliyoni 4.3, ahanini bikaba byerekana ko ubushobozi bwo gukora impapuro n'impapuro.
Byongeye kandi, Sun Paper nayo irimo kubaka “pulp line” yayo i Beihai, muri Guangxi, itumiza ibiti biva mu biti kugira ngo bitange umusaruro, byongere umubare w’imiti yikorera kandi bigabanya ibiciro. Byongeye kandi, isosiyete yaguye cyane kubaka inyubako z’amashyamba zo mu mahanga kugira ngo zitange ingwate ku gihe kizaza cyo gutanga ibikoresho fatizo. agasanduku reba bombo
Muri rusange, inganda zimpapuro zisa nkiziva mu nkono, kandi amanota amwe yatangiye kuzamuka kubiciro. Niba inzira yo kugarura ibintu irenze ibyateganijwe, inganda zimpapuro zishobora guhura nigihe cyo gutera imbere.
Mu myaka mike ishize, ubushobozi buke bwo gukora impapuro ntoya n'iziciriritse kandi zishaje zavanyweho nyuma yo kurengera ibidukikije no kugabanya ubushobozi. Mu bihe biri imbere, hamwe n’imiterere y’imiterere ihuriweho, umugabane w’isoko ry’amasosiyete akomeye y’impapuro biteganijwe ko uzakomeza kwiyongera, kandi amasosiyete ajyanye nayo ashobora gutangiza kugarura inshuro ebyiri inyungu n’agaciro.
Igihe cyo kohereza: Nyakanga-11-2023