Inkathi yendabuko ephakeme kakhulu iyasondela, izincwadi zokukhuphuka kwentengo yamaphepha empucuko zivame ukukhishwa, futhi imboni ilindele ukuthi izinkampani zamaphepha zithole inzuzo yazo ngekota yesibili.
Ngokwezincwadi zakamuva zokwenyuka kwentengo ephepheni lamasiko ezikhishwe izinkampani ezihamba phambili zephepha njenge-Sun Paper, Chenming Paper, kanye ne-Yueyang Forest Paper, kusukela ngo-March 1, imikhiqizo yamaphepha amasiko akhiqizwa izinkampani ezingenhla izothengiswa ngesisekelo se- intengo yamanje. �100 yuan/ton. Ngaphambi kwalokhu, i-Chenming Paper, i-Sun Paper, njll. yayinyuse amanani entengo yamaphepha amasiko ngoFebhuwari 15.ibhokisi likashokoledi
“NgoJanuwari walo nyaka, imakethe yamaphepha amasiko yayicishe yashabalala, kanti ukuhlinzekwa kanye nokufunwa kwempahla kwangena kwangqingetshe. NgoFebhuwari, ngokukhishwa njalo kwezinhlamvu zokukhushulwa kwentengo ngamaphepha kanye nokufika kwenkathi ephezulu yesikhathi esiphezulu yephepha lamasiko, isimo sengqondo semakethe siye sakhula. Isimo semidlalo yemakethe singadamba esikhathini esifushane.” Umhlaziyi we-Zhuo Chuang Information uZhang Yan utshele intatheli ye-"Securities Daily".
Lapho kuhlaziywa inkambiso yokusebenza kwezinkampani ezenza amaphepha, izikhungo eziningana zathi imboni yokwenza amaphepha ibhekene nezinzuzo ezimbili zokululama kancane kancane ekufuneni nasekukhululweni kwengcindezi yezindleko. Kulindeleke ukuthi inzuzo yezinkampani ezenza amaphepha iphinde inyuke kakhulu engxenyeni yesibili yalo nyaka.Ibhokisi lezimbali
Izibalo zeZhuo Chuang Information zibonisa ukuthi kusukela ngo-February 24, intengo yemakethe isilinganiso 70g izinkuni pulp offset paper kwaba 6725 yuan / ton, ukwanda 75 yuan / ton kusukela ekuqaleni February, ukwanda 1.13%; isilinganiso sentengo yemakethe yephepha elihlanganisiwe elingu-157g lalingu-5800 yuan/ton, nokunyuka ngama-yuan angama-210/ton kusukela ekuqaleni kukaFebhuwari, okukhuphuke ngo-3.75%.
Bethintwe izici ezifana nokulindela kwenkathi ephezulu kanye nengcindezi yenzuzo yemboni, kusukela ngoFebhuwari, izinkampani ezinkulu zamaphepha zikhiphe izincwadi zokwenyusa amanani ngokulandelana kwazo, zihlela ukunyusa amanani ngo-RMB 100/ton kuya ku-RMB 200/ton phakathi no- February kanye ekuqaleni March.chocolate box
Ngomhla zingama-27 kuNhlolanja, intatheli yaxhuma emnyangweni wezokuphepha we-Chenming Paper, futhi izisebenzi ezithintekayo zatshela intatheli ukuthi ukwenyuka kwamanani enkampani maphakathi no-February kwase kwenziwa ngama-oda aphansi. Izibalo ze-Zhuo Chuang Information zibonisa ukuthi ingxenye yencwadi yokwenyuka kwentengo ehlela ukunyusa amanani phakathi no-February isiqaliwe, futhi abathengisi kwezinye izindawo baye balandela ukukhuphuka, futhi ukuzethemba kwemakethe kuye kwakhula kancane.ibhokisi lamakhukhi
U-Zhang Yan utshele intatheli ye-"Securities Daily" ukuthi ngokombono wokunikezwa, ngoFebhuwari, zombili izigayo zephepha ezinkulu nezincane neziphakathi nendawo seziqale kabusha ukukhiqiza okuvamile. Mayelana ne-inventory, imboni yokunyathelisa nokushicilela ephansi komfula iqhutshwa incwadi yokwenyuka kwentengo, futhi inokuziphatha okuthile kwesitoko. Ngakho-ke, ezinye izigayo zephepha zithola ama-oda kahle, futhi ukucindezela kwempahla kuye kwehliswa ngezinga elithile.
UZhang Yan ukholelwa ukuthi ngokombono wesidingo, iphepha lezamasiko lizongenisa inkathi yendabuko ephakeme ngoMashi ngoba imiyalo yokushicilela izokhishwa ilandelana ngoMashi. Ukwengeza, ukufunwa komphakathi nakho kunokulindelwe ukubuyisela, ngakho-ke kukhona ukusekelwa okuthile okuhle kwesidingo esikhathini esifushane.
Ngasohlangothini lwezindleko, izindaba ezinhle bezilokhu ziphuma kaningi muva nje, ikakhulukazi njengoba abakhiqizi ababili abakhulu be-pulp baseFinland, i-UPM kanye ne-Arauco yaseChile, besebenzise ukwandiswa kwamandla ngokulandelana. Imboni kulindeleke ukuthi yengeze amathani acishe abe yizigidi ezi-4 amandla okukhiqiza ama-pulpglobalimakethe ye-pulp.Ikesi lekhandlela
I-Soochow Securities ithe ngemuva koMkhosi Wasentwasahlobo, ijubane lokuqalisa kabusha komsebenzi, ukukhiqizwa kanye nesikole liye lakhula ngokushesha, futhi intengo yamaphepha amaningi isiqalile ukunyuka. Inethemba lokuhlehla okuphansi kwesidingo. Ngesikhathi esifanayo, ukucaphuna kwe-softwood pulp kwahlala kuzinzile, futhi ukwandiswa kokukhiqizwa ngabakhiqizi abakhulu bamazwe ngamazwe njenge-Arauco eChile kuzonciphisa ukushoda kwe-pulp supply yomhlaba wonke, futhi izindleko zokuthutha olwandle zizokwehla, futhi izindleko zizokwehla. . Sinethemba elikhulu mayelana nokukhishwa kwenzuzo yezinkampani zephepha.
Sekukonke, ngokufika kwenkathi ephezulu yesikhathi esiphezulu yephepha lamasiko, ukuncintisana phakathi kokunikezwa nokufunwa emakethe yamaphepha amasiko kuzodamba esikhathini esifushane. UZhang Yan utshele izintatheli ukuthi ngo-2023, ngaphansi kwesizinda sokuwa kwentengo ye-pulp kanye nesidingo sokuthola kabusha, inzuzo yemboni yamaphepha e-offset kanye nemboni yamaphepha ehlanganisiwe ephepheni lamasiko.r kulindeleke ukuthi zithathe.
Isikhathi sokuthumela: Mar-01-2023
