Litheko tsa pampiri li ile tsa rekisoa ka bongata le ho eketseha, 'me nala ea indasteri ea pampiri e ile ea tlisa boemo bo holimo?
Haufinyane tjena, ho bile le liphetoho tse itseng lefapheng la ho etsa pampiri. A-share Tsingshan Paper (600103.SH), Yueyang Forest Paper (600963.SH), Huatai Stock (600308.SH), le Chenming Paper e thathamisitsoeng Hong Kong (01812.HK) kaofela li na le Keketseho e itseng e ka amanang le eona. ho ea ho nyollo ea theko ea morao tjena ea pampiri. lebokose la lipompong
Likhamphani tsa pampiri "li eketsa litheko" kapa "litheko tsa inshorense"
Ho tloha qalong ea selemo sena, karete e tšoeu e bile boemong bo bobe ka ho fetisisa har'a mefuta e sa tšoaneng ea pampiri. Ho ea ka litlaleho tsa sechaba, kakaretso ea 'maraka oa lehae oa 250g ho ea ho 400g cardboard e tšoeu e theohile ho tloha ho 5110 yuan/ton qalong ea selemo ho ea ho 4110 yuan/ton ea hona joale,' me e ntse e beha tlaase lilemong tse hlano tse fetileng.
Ha re tobane le theko ea khateboto e tšoeu e theohang ka ho sa feleng, ho tloha ka la 3 Phupu, lik'hamphani tse ling tse nyane le tse mahareng tse tšoeu tsa lik'hateboto tsa Guangdong, Jiangsu, Jiangxi le libakeng tse ling li ile tsa etella pele ho fana ka mangolo a nyollo ea theko. Ka la 6 Phupu, indasteri e etelletseng pele ea li-cardboard tse tšoeu tse kang Bohui Paper le Sun Paper le tsona li ile tsa latela le ho fana ka mangolo a tokiso ea theko, li rera ho eketsa theko ea hona joale ea lihlahisoa tsohle tsa karete ka 200 yuan/ton. mabokose a lipompong a costco
Lebaka la ho eketseha ha theko e ka 'na ea e-ba ho falla ho se nang thuso. Ho tlalehoa hore litšenyehelo le theko ea pampiri ea k'haboto e tšoeu li bontšitse boemo bo tebileng bo tebileng, 'me lik'hamphani tsa pampiri li ka finyella sepheo sa ho emisa ho theoha ka ho kopanya litheko.
Ha e le hantle, qalong ea February selemong sena, indasteri ea pampiri e ne e se e ntse e rera ho phahamisa litheko. Likhamphani tse etelletseng pele tsa pampiri tse kang Bohui Paper, Chenming Paper le Wanguo Paper li ile tsa etella pele ho nyolleng theko ea khateboto e tšoeu. Ka mor'a moo, Yueyang Forestry le Paper li ile tsa latela mohlala. Leqhubu la ho eketseha ha theko le ile la ata ho tloha ho lik'hamphani tse etellang pele tsa pampiri ho ea ho lik'hamphani tse nyenyane le tse mahareng tsa pampiri, empa phello ea ho latela e ne e se e ntle, 'me phello ea ho theoha e ne e le bohareng. Lebaka le ka sehloohong ke hore tlhokahalo e tlase ea metsi e batla e fokola, 'me lik'hamphani tsa pampiri ha li na boikhethelo haese ho phahamisa litheko. Ha e le hantle, ke ho sireletsa litheko le ho thibela ho theoha ho eketsehileng ha theko. lipompong le seneke lebokose
Indasteri ea pampiri e sebeletsa liindasteri tse ngata tse tlase, ho kenyeletsoa tšebeliso, tlhahiso ea liindasteri, joalo-joalo. E nkuoa e le tekanyo ea moruo, 'me hangata e nkuoa e le sesupo sa matla a moruo. Mokhoa o fokolang oa litheko tsa pampiri selemong sena o boetse o bontša ho isa bohōleng bo itseng hore tlas'a tikoloho e kholo ea hona joale, mokhoa oa ho tsosolosa moruo o ka ba tlase ho feta tebello ea 'maraka. lebokose la lipompong la Japane
Litheko tsa pulp qetellong ea litšenyehelo li tlas'a khatello
Karolo e ka holimo ea ketane ea indasteri ea ho etsa pampiri e kenyelletsa meru, pulping, joalo-joalo, 'me ho ea tlaase ho na le ho etsa pampiri le lihlahisoa tsa pampiri, tse arotsoeng ka pampiri e entsoeng ka masenke, pampiri e tšoeu, khateboto e tšoeu, pampiri ea bonono, joalo-joalo. litšenyehelo tsa makhasi a litlaleho tsa 60% ho 70%, 'me mefuta e meng ea pampiri e fihla ho 85%.lipompong tse tsoang linaheng tse ling lebokose
Selemong se fetileng, litheko tsa pulp li ile tsa tsoela pele ho sebetsa ka mokhoa o phahameng. Softwood pulp e nyolohile ho tloha ho li-yuan tse 5,950/ton qalong ea 2022 ho ea ho li-yuan/ton tse 7,340 mafelong a selemo, e leng keketseho ea 23.36%. Ka nako e tšoanang, makhasi a hardwood a ile a phahama ho tloha ho 5,070 yuan/ton ho ea ho lithane tse 6,446 tsa li-yuan/ton, keketseho ea 27.14%. Theko e matla ea makhasi a petelitse phaello ea lik'hamphani tsa pampiri, 'me ho ea tlaase ho kotsi.
Ho tloha ka 2023, tokiso ea litheko tsa pulp e tlisitse phomolo ho lik'hamphani tsa pampiri. Ho latela data, bokamoso ba pulp bo theohile ho tloha ho li-yuan tse ka bang 7,000/ton qalong ea selemo ho ea ho li-yuan tse ka bang 5,000 ka lithane 'me li tsitsitse. Ho theoha ho ile ha feta tebello.
Lebaka le entseng ho putlama ha litheko halofong ea pele ea selemo e kanna ea ba matla a maholo a tlhahiso ea makhasi a hardwood mose ho maoatle. Ho feta moo, lintlha tse joalo ka tšebeliso e bohlasoa ka lebaka la semelo sa tsoala e holimo mose ho maoatle le tsona li thehile litšitiso tse hlakileng mabapi le litheko tse holimo. Le hoja lihlahisoa tse ling tsa pulp li nkile mehato ea ho "ema theko", phello ha e bonahale. khoeli le khoeli Japanese candy box
Litsi tse ngata ha li na tšepo mabapi le mokhoa o latelang oa litheko tsa pulp. Shenyin Wanguo Research Report e lumela hore mohlala oa phepelo e matla ea pulp le tlhokahalo e fokolang e ntse e tsoela pele, metheo ea motheo ke ea li-bearish, 'me sebaka sa kakaretso se lebeletsoe hore se fokotsehe. Leha ho le joalo, ho fokotseha ho fetileng ha e le hantle ho bontšitse boemo ba hona joale bo fokolang.
Sena se boetse se bonahala se bontša hore nako e mpe ka ho fetisisa ea indasteri ea pampiri e fetile, 'me indasteri e ka tlisa ntlha ea katleho ea katleho. Batho ba indastering ka kakaretso ba lumela hore ka lebaka la khatello ea litheko tsa pulp, ntlha ea mantlha e amang katleho ea indasteri ea pampiri e tlohile lehlakoreng la litšenyehelo ho ea lehlakoreng la tlhokeho hape. mabokose a lipompong ho tsoa lefats'eng ka bophara
Ho latela pono ea kotara ea pele, tšebetso ea lik'hamphani tse ngata tsa pampiri e batla e le botsoa. Sun Paper, e nang le sekala se seholohali sa lekeno, e fihletse phaello ea li-yuan tse limilione tse 566 kotareng ea pele ea selemo sena, e leng phokotseho ea selemo le selemo ea 16.21%. Karolong ea pele, phaello e bakiloeng ke motsoali oa Shanying International le Chenming Paper e bile li-yuan tse limilione tse -341 le li-yuan tse limilione tse -275, e leng phokotseho e kholo ea 270.67% le 341.76% selemo le selemo.
Karolong ea pele ea selemo, ho fokotseha ha boemo bo phahameng ba makhasi ho ile ha tlisa ho theoha ho hoholo ha khatello ea lik'hamphani tsa pampiri tsa malapeng. Lefapha la ho etsa lipampiri le ka 'na la kenya letsoho ka matla a mabeli a ho eketseha ha litheko le ho theoha ha litšenyehelo, 'me ho lebeletsoe hore ts'ebetso e tla hlaphoheloa. Mabapi le boemo ba tokiso, e tla phatlalatsoa tlalehong ea halofo ea selemo ea k'hamphani e amehang.
Moralo o kopaneng ho kopanya tlholisano
phepelo ea makhasi a naha ea heso esale e itšetlehile haholo ka linaha tsa kantle, 'me pulp e rekoa haholo ho tsoa Canada, Chile, United States, Russia le linaheng tse ling. Ka lebaka la matlotlo a mangata a lihlahisoa tse tala bakeng sa pulping, Canada esale e le mohlahisi ea ka sehloohong oa pulp le e 'ngoe ea mehloli ea bohlokoa ea lihlahisoa tse tsoang linaheng tse ling Chaena. Li-pulp Mills li ja meru e mengata 'me li baka tšenyo tikolohong. Indasteri ea malapeng e na le lithibelo tse thata ho nts'etsopele ea indasteri ea pulp, moeli o phahame, 'me litšenyehelo tsa ts'ebetso li phahame ho feta tse ling tse tsoang linaheng tse ling. lipompong tse tsoang lefats'eng ka bophara
Ke habohlokoa ho bolela hore lilemong tsa morao tjena, tlas'a semelo sa phepelo e thata ea lihlahisoa tse tsoang linaheng tse ling le litheko tse phahameng ka nako e telele, bophelo ba lik'hamphani tsa pampiri tsa malapeng bo ne bo se bonolo, lik'hamphani tse etellang pele li atolohile butle-butle ho ea holimo ho ketane ea indasteri, le karohano ea mantlha ea ho lema meru, ho hula, Lihokelo tse tharo tsa ho etsa pampiri li hokahantsoe ho khothaletsa moralo oa projeke ea "forestry-pulp-paper integration" le ho matlafatsa bokhoni ba eona ba phepelo ea makhasi, e le ho netefatsa botsitso ba ketane ea phepelo ea thepa e tala le ho fokotsa litšenyehelo tsa tlhahiso le ts'ebetso. lebokose la lipompong tsa chokolete
Libapali tse 'maloa tse ka sehloohong indastering ea pampiri ea lapeng, joalo ka Chenming Paper le Sun Paper, li se li qalile moralo o nepahetseng. Chenming Paper e nkoa e le k'hamphani ea pele ea pampiri e ileng ea qala leano la "pulp and paper integration". Ka 2005, Sehlopha sa Chenming se ile sa nka morero oa kopanyo ea pampiri ea meru le pampiri e Zhanjiang, Guangdong e amohetsoeng ke Lekhotla la Naha. Protšeke ye ke protšeke ye kgolo ya bohlokwa bakeng sa naga go tšwetša pele kago ye e kopantšwego ya dithokgwa, makhura le pampiri. E fumaneha Hloahloeng ea Leizhou ntlheng e ka boroa ea naha ea China. E na le melemo e totobetseng ea sebaka ho latela 'maraka, lipalangoang le lisebelisoa. Sebaka se setle. Ho tloha ka nako eo, Chenming Paper e kentse merero ea ho kopanya pampiri le pampiri ka tatellano Shouguang, Huanggang le libakeng tse ling. Hajoale, kakaretso ea matla a tlhahiso ea lepolanka la Chenming Paper e fihlile ho lithane tse limilione tse 4.3, ha e le hantle e hlokomela ho bapisa matla a tlhahiso ea pampiri le pampiri.
Ho feta moo, Sun Paper e boetse e iketsetsa "pulp line" ea eona Beihai, Guangxi, e kenya li-chips tsa lehong ho tsoa linaheng tse ling ho hlahisa makhasi, ho eketsa karolo ea makhasi a iketselitseng le ho fokotsa litšenyehelo. Ho feta moo, k'hamphani e eketsa ka mafolofolo kaho ea metheo ea meru ea mose ho maoatle ho fana ka tiisetso bakeng sa phepelo ea nakong e tlang ea thepa e tala. box see's candy
Ka kakaretso, indasteri ea pampiri e bonahala e tsoa ka sekoting, 'me limaraka tse ling tsa pampiri li se li qalile ho nyoloha theko. Haeba ts'ebetso ea ho hlaphoheloa e ka holimo ho litebello, indasteri ea pampiri e ka 'na ea e-ba le ntlha ea katleho katlehong ea eona.
Lilemong tse 'maloa tse fetileng, matla a mang a tlhahiso ea pampiri a nyenyane le a mahareng le a khale a felisitsoe ka mor'a tšireletso ea tikoloho le phokotso ea bokhoni. Nakong e tlang, ka mokhoa oa moralo o kopaneng, karolo ea mmaraka ea lik'hamphani tse etellang pele tsa pampiri e lebelletsoe ho tsoela pele ho eketseha, 'me lik'hamphani tse amanang li ka tlisa tsosoloso habeli ea phaello le theko.
Nako ea poso: Jul-11-2023
