Amanani entengo ephepha exegayo futhi aphinde abukezwe, futhi ukuchuma kwemboni yephepha okungeniswe endaweni yokuphambuka?
Muva nje, kube nezinguquko ezithile emkhakheni wezinto zangaphambi. Iphepha le-A-Share Tsingshan (600103.SH), i-yueyang lage iphepha (600963.sh), i-Huatai stock (600308.sh), kanye ne-hong kong) ibhokisi le-Candy Snack
Izinkampani zamaphepha "zandisa amanani" noma "amanani ashukumisayo"
Kusukela ekuqaleni kwalo nyaka, amakhadibhodi amhlophe abesesimweni esibi kakhulu phakathi kwezinhlobo zamaphepha ezahlukahlukene. Ngokusho kwemininingwane yomphakathi, intengo ephakathi yemakethe yasekhaya ye-250g yamakhadibhodi amhlophe iye yahle isuka ku-5110 yuan / ton ekuqaleni konyaka kuya kumanje kuya ku-4110 yuan / ton, futhi isabeka imigwaqo emisha eminyakeni emihlanu edlule.
Ubhekene nentengo yamakhadibhodi amhlophe awela ngokungapheli, eqala ngoJulayi 3, izinkampani ezithile ezimbalwa ezimhlophe neziphakathi nendawo eGuangdong, Jiangsu, Jiangxi nezinye izifunda zithathe ukuhola ekunikezelweni kwezinhlamvu ezikhipha amanani. NgoJulayi 6, amabhizinisi aphambili embonini yamakhadibhodi amhlophe anjengephepha leBohui nephepha lelanga futhi kwalandela nezinhlamvu zokulungiswa kwamanani, ukuhlela ukwandisa inani lamanje lemikhiqizo yamakhadibhodi ngo-200 yuan / Ton. Amabhokisi weCostco uswidi
Isizathu esemuva kwentengo ukukhuphuka kungaba ukuhamba okungenakusiza. Kubikwa ukuthi izindleko kanye nentengo yephepha lekhadibhodi elimhlophe zikhombise isimo esibucayi kakhulu, futhi izinkampani zamaphepha zingafinyelela kuphela inhloso yokumisa ukwehla kwamanani entengo ehlanganayo.
Eqinisweni, ekuqaleni kukaFebhuwari kulo nyaka, imboni yephepha ibivele ihlela ukwehlukanisa amanani. Izinkampani ezihola ephepheni ezinjengephepha leBohui, iphepha elihlangene, nephepha le-wanguo lathatha ukuhola ekuphakamiseni intengo yamakhadibhodi amhlophe. Ngemuva kwalokho, amahlathi aseYueyang nephepha elilandelwe. Igagasi lentengo likhuphuka lisuka ezinkampanini ezihola amaphepha ezinkampanini ezimbalwa neziphakathi zamaphepha, kepha umphumela wokulandela wawungekuhle, futhi umphumela wokufika wawungafanelekile. Isizathu esiyinhloko ukuthi ukufunwa komfula okubuthakathaka, futhi izinkampani zamaphepha azinakho ukukhetha ngaphandle kokuphakamisa amanani. Eqinisweni, ukuvikela amanani futhi kuvikele ukwehla kwentengo okwengeziwe. I-Candy ne-Snack Box
Imboni yephepha isebenzisa izimboni eziningi ezansi nomgwaqo, kufaka phakathi ukusetshenziswa, ukukhiqiza izimboni, njll. Kubhekwa njenge-barometer yomnotho, futhi kuvame ukubhekwa njengenkomba yamandla ezomnotho. Umkhuba obuthakathaka wamanani ephepha kulo nyaka futhi ukhombisa ngezinga elithile lokuthi ngaphansi kwendawo yamanje ye-macro, inqubo yokuvuselelwa komnotho ingahle ibe ngaphansi kokulindelwe kwemakethe. I-Candy Box yaseJapan
Amanani e-Pulp ngokuphela kwezindleko angaphansi kwengcindezi
I-Upstream ye-Papermaking Ikhandlela ifaka amahlathi, ukugibela, njll.uswidi ovela kwamanye amabhokisi wamazwe
Ngonyaka owedlule, amanani e-pulp aqhubeka nokugijima ezingeni eliphakeme. I-Softwood Pulp rose kusuka ku-5,950 yuan / ton ekuqaleni kuka-2022 kuya ku-7,340 yuan / ton ekugcineni konyaka, kwandiswa ngo-23.36%. Ngaleso sikhathi esifanayo, i-hardwood pulp rose kusuka ku-5,070 yuan / ton kuya ku-6,446 yuan / tons amathani, ukukhuphuka kwamathani angama-27.14%. Intengo eqinile ye-pulp ishiye inzuzo yezinkampani zamaphepha, futhi phansi kwabi.
Kusukela ngo-2023, ukulungiswa kwamanani e-pulp kulethe izinkampani zamaphepha. Ngokusho kwemininingwane, ikusasa le-pulp selishiyile kusuka cishe ku-7,000 yuan / ton ekuqaleni konyaka kuya cishe ku-5,000 yuan / ton futhi uzinze. Ukwehla kwehlisa okulindelwe.
Isizathu esenza ukuwa kwamanani entengo e-pulp engxenyeni yokuqala yonyaka kungaba umthamo omkhulu wokukhiqiza we-hardwood pulp phesheya kwezilwandle. Ngaphezu kwalokho, izici ezifana nokusetshenziswa okuvilaphayo ngaphansi kwesizinda sezilinganiso zenzalo ephezulu kakhulu ziye zakha izingqinamba ezisobala kumanani entengo e-Upstream Pulp. Yize amanye ama-pulp millill athathe izenzo zokuthi "ukusukuma intengo", umphumela awubonakali. Inyanga ye-candy yaseJapan yanyanga zonke
Izikhungo eziningi azinethemba ngomkhuba wokulandela amanani e-pulp. Umbiko wocwaningo lweShenzima Wanguo ukholelwa ukuthi iphethini yokuhlinzekwa kwe-pulp enamandla nokufunwa okubuthakathaka kuyaqhubeka, izisekelo zokuthwala, kanti isikhala sendawo yonke kulindeleke ukuthi silinganiselwe. Kodwa-ke, ukwehla kwangaphambilini kusibonise isimo esibuthakathaka samanje.
Lokhu futhi kubonakala kukhombisa ukuthi isikhathi esibi kunazo zonke somkhakha wamaphepha sesidlulile, futhi imboni ingahle ingenise iphuzu lokuchuma. Abantu abasembonini ngokuvamile bakholelwa ukuthi ngenxa yengcindezi yamanani e-pulp, isici esiyinhloko esithinta ukuchuma komkhakha wamaphepha siguqukele ohlangothini lwezindleko futhi. Amabhokisi e-Candy avela emhlabeni wonke
Ngokombono wekota yokuqala, ukusebenza kwezinkampani eziningi zamaphepha zivilaphaze. Iphepha leLanga, elinezinga elikhulu kakhulu lemali, lithole inzuzo ephelele yama-yuan ayizigidi ezingama-566 kwikota yokuqala yalo nyaka, ukuncipha konyaka okungu-16.21%. Ekota yokuqala, inzuzo yenetha elinganikezelwa kumzali wephepha elishekisiswe ama-Chenming walingu-yuan kanye -275 wezigidi uYuan, ithonsi elibukhali le-270.67% nonyaka.
Engxenyeni yokuqala yonyaka, ukwehla kwezinga eliphakeme le-pulp kwaletha ukwehla okubukhali ekucindezelweni kwezinkampani zamaphepha ezifuywayo. Umkhakha we-papermaking ungahle usebenze nge-catalyst eyimbano yokwenyuka kwamanani futhi izindleko ziyancipha, futhi ukusebenza kulindeleke ukuthi kululame. Ngokuqondene nesimo sokulungiswa, kuzomenyezelwa embikweni wonyaka wenkampani efanelekile.
Isakhiwo esihlanganisiwe sokuhlanganisa ukuncintisana
Ukuhlinzekelwa kwe-pulp yezwe lami bekulokhu kuncike kakhulu emazweni aphesheya, futhi kungeniswe kakhulu eCanada, eChile, e-United States, eRussia nakwamanye amazwe. Ngenxa yezinsizakusebenza ezicebile zezinto zokwenziwa ze-Prineng, eCanada bezilokhu zingumkhiqizi omkhulu we-pulp kanye neminye yemithombo ebalulekile ye-pulp engenisiwe eChina. I-Pulp Mills idla amahlathi amaningi futhi ibangele ukulimala kwemvelo. Umkhakha we-Pulp wasekhaya unemikhawulo eqinile ekuthuthukisweni komkhakha we-pulp, umkhawulo uphezulu, futhi izindleko zokusebenza ziphakeme kakhulu kunezinye izigayo zamanye amazwe. uswidi ovela ebhokisini lomhlaba
Kuyafaneleka ukusho ukuthi eminyakeni yamuva nje, ngaphansi kwesizinda sokuhlinzekwa kwamanani avulekile namanani aphezulu isikhathi eside, ukuhlukaniswa kwamaphepha okuqala, ukuhlukaniswa kwezindawo zokuphambanisa, ukuhlukaniswa kwezindawo zokuphambana kwe-aff, ukudilizwa kwezindawo ezihlanganisiwe Amandla, ukuze uqinisekise ukuqina kokwenza izinto ezibonakalayo ezisetshenziswayo futhi kunciphise izindleko zokukhiqiza kanye nezindleko zokusebenza. ibhokisi likaswidi le-chocolate
Abadlali abaningana abakhulu embonini yamaphepha asekhaya, njengephepha lokuhlanza nephepha lelanga, sebeqalile ukwakheka okufanele. Iphepha leChenming lithathwa njengenkampani yamaphepha yokuqala eyethule i- "pulp nephepha lokuhlanganisa". Ngo-2005, iqembu leChenming lenze iphrojekthi yokuhlanganisa amahlathi e-zhanjiang, eGuangdong ivunyelwe nguMkhandlu Wombuso. Le projekthi iyiphrojekthi enkulu ye-Scale Emqoka yezwe ukukhuthaza ukwakhiwa okuhlanganisiwe kwamahlathi, i-pulp nephepha. Itholakala eLeizhou Peninsula engxenyeni eseningizimu yezwe laseChina eliphambili. Inezinzuzo zendawo ezisobala ngokuya ngemakethe, ezokuhamba nezinsizakusebenza. Indawo enhle. Kusukela lapho, iphepha elihlangene linamaphrojekthi wokuhlanganiswa epulp kanye namaphepha eShouguang, Huanggang nakwezinye izindawo. Njengamanje, inani eliphelele le-Chenming Paper Pulp Production lifinyelele amathani ayizigidi ezingama-4,3, ngokuyisisekelo ukuqaphela umthamo wamandla we-pulp nephepha.
Ngaphezu kwalokho, iphepha lelanga libuye lakha "i-Pulp Line" eBeihai, eGuangxi, ukungenisa ama-chips izinkuni ukukhiqiza uginindela, ukukhulisa isilinganiso se-pulp ekhiqizwayo nokunciphisa izindleko. Ngaphezu kwalokho, le nkampani inwebeka ngokwenza umsebenzi wokwakha izisekelo zamahlathi aphesheya ukuhlinzeka ngesiqinisekiso sokuhlinzekwa kwesikhathi esizayo kwezinto zokusetshenziswa. Ibhokisi libona uswidi
Kuwo wonke, imboni yamaphepha ibonakala iphuma emkhombeni, futhi amanye amabanga ephepha aqale ukukhuphuka ngentengo. Uma inqubo yokululama okuphansi idlula okulindelwe, imboni yephepha ingahle ibe nephuzu lokuphambuka ekuchumeni kwayo.
Eminyakeni embalwa edlule, kwaqedwa amandla amancane naphakathi nendawo futhi aphelelwe yisikhathi aphelelwe yisikhathi ngemuva kokuvikelwa kwemvelo nokuncishiswa kwamandla. Ngokuzayo, ngomkhuba wesakhiwo esihlanganisiwe, isabelo semakethe sezinkampani zamaphepha ezihola phambili kulindeleke ukuthi siqhubeke ukukhuphuka, futhi izinkampani ezihlobene zingahle zingenise ukubuyiselwa kwemali kabili.
Isikhathi sePosi: Jul-11-2023
