Amaxabiso ephepha athengiswe ngaphezulu kwaye aphinda aphinda-phinda, kwaye ukuchuma kweshishini lephepha kuzise kwindawo yokutshintsha?
Kutshanje, kukho utshintsho oluthile kwicandelo lokwenza amaphepha. I-A-share Tsingshan Paper (600103.SH), Yueyang Forest Paper (600963.SH), Huatai Stock (600308.SH), kunye ne-Hong Kong-listed Chenming Paper (01812.HK) zonke zineqondo elithile lokunyuka kunokunxulumana ukuya kunyuso lwamva nje lwamaxabiso ephepha. ibhokisi ye-snack yeelekese
Iinkampani zamaphepha "zonyusa amaxabiso" okanye "ziqinisekisa amaxabiso"
Ukususela ekuqaleni kwalo nyaka, i-cardboard emhlophe ibe yimeko embi kakhulu phakathi kweentlobo ezahlukeneyo zephepha. Ngokweenkcukacha zoluntu, ixabiso le-avareji yemarike yasekhaya ye-250g ukuya kwi-400g yekhadibhodi emhlophe yehlile ukusuka kwi-5110 yuan/toni ekuqaleni konyaka ukuya kwi-4110 yuan/toni yangoku, kwaye isabeka amaxabiso amatsha kule minyaka mihlanu idlulileyo.
Ejongene nexabiso lekhadibhodi emhlophe ehla ngokungapheliyo, ukususela ngoJulayi 3, ezinye iinkampani zekhadibhodi ezimhlophe ezincinci kunye naphakathi eGuangdong, Jiangsu, Jiangxi nakweminye imimandla zikhokele ekukhupheni iileta zokunyuka kwamaxabiso. NgoJulayi 6, ishishini lekhadibhodi elimhlophe elikhokelayo Amashishini afana ne-Bohui Paper kunye ne-Sun Paper nawo alandele kwaye akhuphe iileta zohlengahlengiso lwexabiso, ecwangcisa ukunyusa ixabiso langoku lazo zonke iimveliso zekhadibhodi nge-200 yuan / ton. iibhokisi ze-costco candy
Isizathu emva kokunyuka kwexabiso kunokuba yintshukumo engenakunceda. Kuxelwa ukuba iindleko kunye nexabiso lephepha lekhadibhodi elimhlophe libonise imeko enzulu, kwaye iinkampani zephepha zinokufikelela kuphela injongo yokuyeka ukuhla ngokudibanisa amaxabiso ngokudibeneyo.
Enyanisweni, ekuqaleni kukaFebruwari kulo nyaka, ishishini lamaphepha lalisele liceba ukunyusa amaxabiso. Iinkampani eziphambili zephepha ezifana neBohui Paper, Chenming Paper, kunye neWanguo Paper zikhokele ekunyuseni ixabiso lekhadibhodi emhlophe. Emva koko, iYueyang Forestry kunye nePhepha zalandela. Ukunyuka kwamaxabiso kwasasazeka ukusuka kwiinkampani ezikhokelayo zephepha ukuya kwiinkampani zamaphepha ezincinci kunye neziphakathi, kodwa umphumo wokulandelela wawungafanelekanga, kwaye umphumo wokufika wawuphakathi. Esona sizathu sesokuba imfuno esezantsi yomlambo ibuthathaka, kwaye iinkampani zephepha azinakho ukukhetha ngaphandle kokunyusa amaxabiso. Enyanisweni, kukukhusela amaxabiso kunye nokuthintela ukuhla kwexabiso ngakumbi. iilekese kunye ne-snack ibhokisi
Ishishini lephepha lisebenzela amashishini amaninzi asezantsi, kubandakanywa ukusetyenziswa, ukwenziwa kwemizi-mveliso, njl.njl. Lithathwa njengesixhobo sokulinganisa uqoqosho, kwaye lihlala lithathwa njengesalathiso sokuqina kwezoqoqosho. Intsingiselo ebuthathaka yamaxabiso ephepha kulo nyaka ikwabonakalisa kwinqanaba elithile ukuba phantsi kobume bemeko yangoku, inkqubo yokuvuselela uqoqosho inokuba ngaphantsi kunolindelo lwemarike. ibhokisi yeelekese zaseJapan
Amaxabiso e-Pulp ekupheleni kweendleko aphantsi koxinzelelo
Ukunyuka komjelo wekhonkco loshishino lokwenziwa kwephepha kubandakanya amahlathi, ukucofa, njl. njl., kwaye umlambo osezantsi ubandakanya ukwenziwa kwephepha kunye neemveliso zephepha, ezahlulwe zaba ngamazinki, iphepha lebhodi emhlophe, ikhadibhodi emhlophe, iphepha lobugcisa, njl. Iindleko ze-pulp zibalelwa kwi-60% ukuya kwi-70%, kwaye ezinye iintlobo zephepha zide zifikelele kuma-85%.iilekese ezivela kwamanye amazwe ibhokisi
Kunyaka ophelileyo, amaxabiso e-pulp aqhubekile ukubaleka kwinqanaba eliphezulu. I-pulp yeSoftwood inyuke ukusuka kwi-5,950 yuan/toni ekuqaleni kuka-2022 ukuya kwi-7,340 ye-yuan/toni ekupheleni konyaka, ukwanda kwe-23.36%. Kwangelo xesha linye, i-hardwood pulp yenyuka ukusuka kwi-5,070 yuan/toni ukuya kwi-6,446 yuan/yetoni zeetoni, ukwanda kwe-27.14%. Ixabiso elinamandla le-pulp licinezele inzuzo yeenkampani zephepha, kwaye i-downstream ibuhlungu.
Ukusukela ngo-2023, uhlengahlengiso lwamaxabiso epulp luzise ukuphumla kwiinkampani zamaphepha. Ngokwedatha, ikamva lepulp lehlile ukusuka kwi-7,000 ye-yuan/toni ekuqaleni konyaka ukuya malunga ne-5,000 ye-yuan/toni kwaye lizinzile. Ukwehla kugqithise obekulindelekile.
Isizathu esisemva kokuhla kwamaxabiso e-pulp kwisiqingatha sokuqala sonyaka isenokuba ngumthamo omkhulu wemveliso ye-pulp yomthi onzima waphesheya. Ukongeza, izinto ezinjengokusetyenziswa ngokucothayo phantsi kwemvelaphi yenzala ephezulu yaphesheya nazo zenze imiqobo ecacileyo kumaxabiso anyukayo. Nangona ezinye ii-pulp Mills zithathe amanyathelo "ukuma ixabiso", umphumo awubonakali. ibhokisi yeelekese zenyanga zaseJapan
Uninzi lwamaziko alunathemba malunga nokulandelwa kwamaxabiso e-pulp. Ingxelo yoPhando lweShenyin Wanguo ikholelwa ukuba iphethini yonikezelo oluqinileyo lwepulp kunye nemfuno ebuthathaka iyaqhubeka, izinto ezisisiseko ziyi-bearish, kwaye indawo ejikelezileyo ilindeleke ukuba ikhawulelwe. Nangona kunjalo, ukwehla kwangaphambili kubonakalise ngokusisiseko imeko ebuthathaka yangoku.
Oku kwakhona kubonakala kubonisa ukuba elona xesha libi kakhulu kwishishini lephepha lidlulile, kwaye ishishini lisenokuzisa kwindawo yokuchuma. Abantu kwishishini ngokubanzi bakholelwa ukuba ngenxa yoxinzelelo kumaxabiso e-pulp, eyona nto iphambili echaphazela ukuchuma kweshishini lephepha itshintshile ukusuka kwicala leendleko ukuya kwicala lemfuno kwakhona. iibhokisi zeelekese ezivela kwihlabathi jikelele
Ngokwembono yekota yokuqala, ukusebenza kweenkampani ezininzi zephepha kuncinci. I-Sun Paper, enesona sikali sikhulu sengeniso, izuze ingeniso ye-566 yezigidi zeeyuan kwikota yokuqala yalo nyaka, ukwehla konyaka nonyaka nge-16.21%. Kwikota yokuqala, ingeniso efunyenwe ngumzali weShanying International kunye neChenming Paper yayiyi-341 yezigidi zeeyuan kunye ne-275 yezigidi zeeyuan, ihle kakhulu nge-270.67% kunye ne-341.76% unyaka nonyaka.
Kwisiqingatha sokuqala sonyaka, ukuhla kwinqanaba eliphezulu le-pulp kwazisa ukuhla ngokukhawuleza koxinzelelo kwiinkampani zamaphepha asekhaya. Icandelo lokwenziwa kwephepha linokuthi lingenise izinto ezimbini ezibangela ukunyuka kwamaxabiso kunye nokwehla kweendleko, kwaye ukusebenza kulindeleke ukuba kuphinde kuphinde kubuyekezwe. Ngokumalunga nobume bokulungiswa, kuya kubhengezwa kwingxelo yesiqingatha sonyaka yenkampani echaphazelekayo.
Uyilo oludityanisiweyo ukuhlanganisa ukhuphiswano
Unikezelo lwe-pulp yelizwe lam luhlala luxhomekeke kakhulu kumazwe angaphandle, kwaye i-pulp ithunyelwa kakhulu eCanada, eChile, e-United States, eRashiya nakwamanye amazwe. Ngenxa yobutyebi obutyebileyo bezinto ezikrwada ze-pulping, iCanada ibisoloko ingumvelisi omkhulu wepulp kwaye yenye yemithombo ebalulekileyo yepulp engeniswe eTshayina. I-Pulp Mills idla amahlathi amaninzi kwaye idala umonakalo kwindalo. Ishishini lasekhaya le-pulp linezithintelo ezingqongqo kuphuhliso lweshishini le-pulp, umda uphezulu, kwaye iindleko zokusebenza ziphezulu ngakumbi kunezinye ii-pulp Mills zangaphandle. iilekese ezivela kwihlabathi jikelele ibhokisi
Kuyafaneleka ukukhankanya ukuba kwiminyaka yakutshanje, phantsi kwemvelaphi yonikezelo oluqinileyo lwe-pulp evela kumazwe angaphandle kunye namaxabiso aphakamileyo ixesha elide, ubomi beenkampani zephepha zasekhaya abuzange bube lula, iinkampani ezikhokelayo ziye zanda ngokuthe ngcembe ukuya phezulu kwikhonkco yezoshishino, kunye nokwahlulwa kokuqala kokutyala amahlathi, ukucolwa, Amakhonkco amathathu okwenziwa kwephepha adityanisiwe ukukhuthaza uyilo lweprojekthi “yehlathi-pulp-paper integration” kunye nokuphucula amandla ayo okubonelela ngepulp, ukuze kuqinisekiswe uzinzo lonikezelo lwemathiriyeli ekrwada. ikhonkco kunye nokunciphisa ngakumbi iindleko zemveliso kunye nokusebenza. ibhokisi yeelekese itshokolethi
Abadlali abaliqela abaphambili kushishino lwamaphepha asekhaya, afana neChenming Paper kunye neSun Paper, sele beqalisile uyilo olufanelekileyo. Iphepha leChenming lithathwa njengenkampani yephepha yokuqala eyasungula isicwangciso "sokudibanisa i-pulp kunye nephepha". Ngo-2005, iQela laseChenming lenze iprojekthi yokudityaniswa kwamahlathi-pulp-paper e-Zhanjiang, eGuangdong evunywe liBhunga likaRhulumente. Le projekthi yiprojekthi enkulu engundoqo yelizwe yokukhuthaza ulwakhiwo oluhlanganisiweyo lwamahlathi, ipulp kunye nephepha. Imi kwiPeninsula yaseLeizhou kwincam esemazantsi elizwe laseTshayina. Ineenzuzo ezicacileyo zendawo ngokwentengiso, ezothutho kunye nezibonelelo. Indawo entle. Ukusukela ngoko, iChenming Paper iye yabeka ngokulandelelana iiprojekthi zokudityaniswa kwepulp kunye nephepha eShouguang, eHuanggang nakwezinye iindawo. Okwangoku, iChenming Paper iyonke umthamo wokuvelisa intlama yeenkuni ifikelele kwi-4.3 yezigidi zeetoni, ngokusisiseko iqonda ukutshatisa amandla okuvelisa ipulp kunye nephepha.
Ukongeza, i-Sun Paper nayo yakha "umgca we-pulp" wayo e-Beihai, e-Guangxi, ukungenisa iinkuni zokhuni ukuvelisa i-pulp, ukwandisa umlinganiselo we-pulp eyenziwe ngokwayo kunye nokunciphisa iindleko. Ukongeza, inkampani yandisa ulwakhiwo lweziseko zamahlathi aphesheya ukubonelela ngesiqinisekiso sobonelelo lwexesha elizayo lwemathiriyeli ekrwada. ibhokisi bona iilekese
Lilonke, ishishini lamaphepha libonakala liphuma emkhombeni, kwaye amanye amabakala ephepha aqalise ukunyuka amaxabiso. Ukuba inkqubo yokubuyisela ezantsi idlula okulindelweyo, ishishini lamaphepha linokufumana inqaku le-inflection kwimpumelelo yalo.
Kwiminyaka embalwa edlulileyo, amandla okuvelisa amaphepha amancinci naphakathi kunye naphelelwe lixesha apheliswe emva kokukhuselwa kokusingqongileyo kunye nokunciphisa umthamo. Kwixesha elizayo, kunye nentsingiselo yoyilo oludibeneyo, isabelo semarike yeenkampani ezikhokelayo zephepha kulindeleke ukuba siqhubeke ukwanda, kwaye iinkampani ezinxulumene nazo zinokuzisa ukubuyisela kabini inzuzo kunye nokuxabisa.
Ixesha lokuposa: Jul-11-2023
