Imboni yamaphepha ibhekene nengcindezi yokwenyusa amanani, futhi amaphepha akhethekile ayachuma

Imboni yamaphepha ibhekene nengcindezi yokwenyusa amanani, futhi amaphepha akhethekile ayachuma

Njengoba ingcindezi kuzo zombili iziphetho zezindleko nesidingo siba buthaka, imboni yephepha kulindeleke ukuthi ihlehlise isimo sayo esibucayi. Phakathi kwazo, ithrekhi yephepha ekhethekile ithandwa yizikhungo ngenxa yezinzuzo zayo, futhi kulindeleke ukuthi ihole ekuphumeni emkhombeni.Cibhokisi le-hocolate

Intatheli ye-Financial Associated Press ithole embonini ukuthi engxenyeni yokuqala yalo nyaka, isidingo sephepha elikhethekile siphinde saba khona, futhi izinkampani ezithile okwaxoxwa nazo zathi “uFebhuwari ube nenani eliphakeme elisha ekuthunyelweni kwenyanga eyodwa.” Isidingo esihle siphinde sibonakale ekwenyukeni kwentengo. Sithatha u-Xianhe (603733) (603733.SH) njengesibonelo, kusukela ngoFebhuwari, iphepha lokudlulisa elishisayo lenkampani lihlangabezane nemizuliswano emibili yokwenyuka kwamanani okungu-1,000 yuan/ton lilinye. Ngenxa yeNyanga engu-2-4 yisikhathi esiphezulu sezingubo zasehlobo, futhi imboni ilindele ukuthi ibe bushelelezi.Cibhokisi le-hocolate

Ngokuphambene, iphepha eliyinqwaba lendabuko elifana namakhadibhodi amhlophe kanye nephepha lasendlini lingaphansi kokuthengiswa ngokweqile, futhi uhlangothi lwesidingo aluthuthuki kakhulu. Ukuqaliswa komjikelezo wokuqala wokwenyuka kwamanani kulo nyaka akugculisi. Ngokusho kwedatha evela kuNational Bureau of Statistics, kusukela ngoJanuwari kuya kuFebhuwari kulo nyaka, imali engenayo yamabhizinisi angaphezu kobukhulu obunqunyiwe embonini yokwenza amaphepha nemikhiqizo yephepha ibe ngama-yuan ayizigidi eziyizinkulungwane ezingama-209.36, ukwehla konyaka ngonyaka ngo-5.6%, kanye nengqikithi inzuzo yayingama-yuan ayizigidi eziyizinkulungwane ezingu-2.84, ukwehla konyaka nonyaka ngo-52.3%.

Intengo ye-titanium dioxide, impahla eluhlaza eyinhloko yokwenza iphepha ku-Q1 kulo nyaka, ikhuphuke kakhulu, futhi intengo ye-pulp ibilokhu isebenza ngezinga eliphezulu. Kulo mongo, ukuthi intengo inganyuswa ngokushelelayo yini sekube wukhiye wezinkampani zamaphepha ukuze zigcine inzuzo.usukuibhokisi

Mayelana nokuthengiswa kwamanye amazwe, ukuthunyelwa kwephepha elikhethekile kulindeleke ukuthi kuqhubeke nokukhula. Abangaphakathi embonini baveze ukuthi uma kuqhathaniswa no-2022, isimo sangaphandle sokuthunyelwa kwephepha elikhethekile kulo nyaka sihle kakhulu. “Intengo yegesi yemvelo e-Europe izinzile kuqala, futhi intengo yokuthutha olwandle yehlile. Intengo yeyunithi yokwenza iphepha iphansi futhi umthamo mkhulu. Izindleko zempahla zinomthelela omkhulu embonini yethu. .Ngaphezu kwalokho, isikhathi sokuthutha sifinyeziwe, okusisiza kakhulu ukuthi siqhudelane nozakwethu baphesheya kwezilwandle.”

I-Wuzhou Special Paper (605007.SH) iphinde yathi ocwaningweni lwakamuva ukuthi ukuncipha kwamandla okukhiqiza asekhaya e-Europe okwesikhathi eside, futhi ukuncintisana kwakho akukuhle njengokwabaphakeli baseShayina.

Ngo-2022, ukuchuma kwebhizinisi lokuthumela ngaphandle kwezinkampani zamaphepha kuzokhuphuka. Phakathi kwabo, inzuzo yokuthekelisa yephepha elikhethekile iyona esobala kakhulu. Umbiko wonyaka ubonisa ukuthi ibhizinisi lokuthekelisa le-Huawang Technology (605377.SH) kanye ne-Xianhe Co., Ltd. lenyuke ngo-34.17% kanye no-130.19% ngokulandelana unyaka nonyaka, futhi inzuzo yonke iphinde yenyuke unyaka nonyaka. Ngaphansi kwesizinda semboni iyonke "imali engenayo ekhulayo kodwa inganyusi inzuzo", ibhizinisi lokuthekelisa linomthelela enzuzweni yezinkampani zamaphepha ebaluleke kakhulu.

Kulesi simo, ithrekhi yephepha ekhethekile ithandwa yizikhungo. Ngokwemininingwane yomphakathi, kusukela ekuqaleni kwalo nyaka, i-Xianhe Stock kanye ne-Wuzhou Special Paper ziye zahlolwa yizikhungo ezicishe zibe yikhulu, zikleliswe phakathi kwezikhungo eziphezulu embonini yamaphepha. Umuntu ozimele utshele intatheli ye-Financial Associated Press ukuthi uma kucatshangelwa ukujikeleza kwemboni yamaphepha, ukuncintisana kokukhiqizwa kwephepha ngobuningi kushube kakhulu ngesikhathi sokwehla, ukuhlinzekwa nokufunwa kwephepha elikhethekile kuyalingana, futhi ukuncintisana iphethini ingcono uma kuqhathaniswa. Okukhathaza kancane ukuthi ama-paper Enterprises ahlobene nawo andise ukukhiqiza eminyakeni yamuva nje, futhi kunengcindezi emakethe yesikhashana yokumunca umthamo omusha ongaka.iphepha-isipho-packaging

Phakathi kwezinkampani ezinkulu zephepha ezikhethekile, i-Xianhe Stock kanye ne-Wuzhou Special Paper zinezinga eliphezulu lokukhula emgudwini wokukhiqiza. Kulo nyaka, i-Xianhe Co., Ltd. izoba nephrojekthi yekhadibhodi yokudla engamathani angu-300,000 ezoqala ukusebenza, futhi ulayini omusha we-Wuzhou Special Paper wamathani angu-300,000 wokukhiqiza amakhemikhali-mechanical pulp nawo uzosebenza kulo nyaka. Ngokuphambene, ukunwetshwa komthamo wokukhiqiza we-Huawang Technology kufana nokonga. Le nkampani ilindele ukungeza amathani angama-80,000 omthamo wokukhiqiza iphepha lesisekelo sokuhlobisa kulo nyaka.

Ngo-2022, ukusebenza kwezinkampani ezikhethekile zephepha kuzohlukaniswa. Ubuchwepheshe be-Huawang bukhule buqhathaniswa nemakethe, ngemali engenayo kanye nenzuzo yonke ikhuphuka ngo-16.88% no-4.18% unyaka nonyaka, ngokulandelana. Isizathu siwukuthi ibhizinisi eliwumgogodla wenkampani lokuthunyelwa kwephepha lokuhlobisa kwamanye amazwe libangela ingxenye enkulu uma kuqhathaniswa, okusobala ukuthi iqhutshwa ukuthunyelwa kwamanye amazwe. Ngaphezu kwalokho, ukuhweba nge-pulp nakho kungasiza. Ukusebenza kwamasheya akwa-Xianhe akugculisi, futhi inzuzo esele ngo-2022 izokwehla ngo-30.14% unyaka nonyaka. Nakuba inkampani inemigqa eminingi yemikhiqizo, inzuzo yonke yemikhiqizo ewumgogodla yehle kakhulu. Nakuba ibhizinisi lokuthumela ngaphandle lenze kahle, umphumela wokushayela unomkhawulo ngenxa yesilinganiso esiphansi.