Imarike yephepha lokupakisha, eliye laqhubeka lihla, libonakala litshintshile ukususela ngo-Agasti: kungekhona nje ukuhla kwexabiso lephepha elizinzile, kodwa ezinye izixhobo zephepha ziye zakhupha iileta zokunyuka kwexabiso kutshanje, kodwa ngenxa yezinto ezifana nobuthathaka bemarike. , banokuvavanya kuphela ukunyuka kwexabiso kancinci.iphepha elicandiweyo elinecala elinye

Ngakolunye uhlangothi, ngaphezu kwesiqingatha sika-Agasti, umjikelo omtsha wokunyuka kwamaxabiso oqaliswe ngokudibeneyo ziinkampani zephepha lenkcubeko ekuqaleni kuka-Agasti ekugqibeleni kwaba nzima ukunqoba imfuno yemarike ebuthathaka, kwaye ukuphunyezwa kwemiyalelo evela kumatshini wephepha kwathintelwa.Nangona kunjalo, phantsi kweendleko eziphezulu, amaxabiso omatshini wephepha aya kuqhubeka eqinile.

“Inyanga ka-Agasti lixesha lokutshintsha kwesizini.Nangona imfuno inyukile inyanga nenyanga, ukunyuka kulinganiselwe.Kulindeleke ukuba unikezelo lwemarike kunye nemfuno yeshishini lamaphepha lisazokhuphisana ngo-Agasti. ”Umhlalutyi woLwazi lukaZhuo Chuang uXu Ling uxelele intatheli ethi "Securities Daily".Ipeyiti enye egqunywe ngekomityi yephepha

Ukujonga ikamva loshishino lwamaphepha, ingxelo yophando yamva nje ye-Everbright Securities ikholelwa ukuba okwangoku, i-pulp yexesha elifutshane kwicala leendleko liya kuhlala liphezulu kwaye liguquguquka, kwaye kulindeleke ukuba kubekho indawo yokuguquguquka kweyesine. ikota;uqoqosho lwaphesheya kwicala lemfuno luyachacha, imfuno yomelele, kwaye imfuno yangaphakathi nayo kulindeleke ukuba iphucuke.

Ubonelelo lwemarike kunye nemfuno isengumdlalo

Ukusukela ngomhla woku-1 ku-Agasti ukuza kuthi ga ngoku, imarike yokupakisha (imaliti kunye nebhodi yeebhokisi) iye yazinza emva kokuhla okuqatha ngoJulayi.Ngokukodwa njengoko ezinye iimatshini ezinkulu zephepha ziye zaqala ukuvala ukugcinwa ngokuhambelana neleta ekhutshwe ngaphambili yokuvalwa, kunye namaxabiso ephepha lenkunkuma enyukayo ayeke ukuwa kwaye aphinde abuyele, imarike iqalise indlela "yokuhlela uluhlu".ikomityi yephepha ekrwada

Idatha ibonisa ukuba ixabiso lemarike ye-corrugated and containerboard paper yehla kakhulu ngoJulayi.Amashishini aphambili ehlise amaxabiso ephepha amaxesha amaninzi, kwaye oomatshini bephepha abancinci nabaphakathi balandela ngokufanelekileyo, ngokucumula okongezelekayo nge-100/toni ukuya kwi-300/toni.Intatheli yaphawula ukuba emva kokungena ngo-Agasti, njengoko ezinye iifektri zokupakisha ezisezantsi zaqala ukuzalisa uluhlu lwempahla kwisixa esifanelekileyo, kwaye umthamo woodolo wefektri yephepha kwezinye iindawo unyuke xa kuthelekiswa nexesha langaphambili, ezinye iifektri zamaphepha mva nje zaqala ukwandisa umzi-mveliso wangaphambili. ixabiso lesiseko sephepha.Kuphela nje ukuba ukunyuka kwexabiso akukukhulu, ubukhulu becala 30/ton to 50/ton, nto leyo ethetha ukuba uvavanyo lucacile.

“Ngenxa yokuba amaxabiso ephepha eqhubeka nokuhla, amashishini amaninzi amancinci naphakathi asemngciphekweni wokufumana inzuzo okanye ilahleko okanye sele ephulukene nemali.Ukongeza, imarike yamaphepha enkunkuma isandula ukuphinda iphindeke ngendlela ejikelezayo, kwaye ixabiso lezinto ezisetyenziswayo zemishini yephepha linyukile.Esi sesona sizathu sokuba ukupakisha amashishini ephepha azimisele ngakumbi ukuxhasa amaxabiso kutshanje.UShandong uMnu. Zhou, ojongene nomzi-mveliso wamaphepha okupakisha eZibo, uxelele iintatheli ukuba imarike isekwixesha lokuphumla, kwaye imfuno ayijikalanga.Ukunyuka okuncinci kwamaxabiso ephepha kukwayimpendulo yokuvavanya iinkampani zokupakisha ezisezantsi.iphepha ekrwada 8oz indebe

U-Xu Ling wazisa kwiintatheli ukuba nangona amashishini amakhulu ephepha aphumeze izicwangciso zokulondoloza enye emva kwenye, kwaye imveliso kulindeleke ukuba iyancipha inyanga nenyanga, i-inventory yokuqala yemarike ekuqaleni kuka-Agasti yayinkulu kakhulu, kwaye imveliso eyongezelelweyo yakhululwa. ngo-Agasti, uxinzelelo lonikezelo jikelele lusekhona.Kwaye u-Agasti yinyanga yenguqu phakathi kwexesha eliphantsi kunye nephezulu lephepha le-corrugated kunye ne-containerboard.Phantsi kwemeko yokuba imfuno ayinyuswanga, umdlalo phakathi konikezelo kunye nemfuno uhlala, kwaye intengiso inokuguquguquka ikakhulu.

Umdlalo ofanayo wokubonelela kunye neemfuno zikwabonakala kwimarike yamaphepha enkcubeko.Ukususela ngo-Agasti 1, iinkampani zamaphepha enkcubeko ziye zaqalisa umjikelezo omtsha wokunyuka kwexabiso nge-200 / ton.Nangona kunjalo, imfuno yemarike ibuthathaka, umthamo wokurhweba uyancipha, kwaye ukuphunyezwa kwee-odolo zefektri yephepha kuthintelwe.Imeko yokuba loo leta yokunyuka kwexabiso kunzima ukuyiphumeza yenzeke amaxesha amaninzi kumxholo wemfuno ebuthathaka ngokubanzi kwishishini lephepha lenkcubeko kwisiqingatha sokuqala salo nyaka.izinto ekrwada iikomityi iphepha 4 oz

Emva kokungena kwikota yesithathu, ukunyuka kwamaxabiso kwiinkampani zephepha lenkcubeko ngoJulayi kwakuthandwa yiminye imiyalelo yokupapasha.Ngelo xesha, ukuphunyezwa kwexabiso lee-mills zephepha kwakunethemba.Nangona kunjalo, ukususela ngo-Agasti wangena kwi-off-ixesha lemveli lephepha lenkcubeko, ukupapasha kunye nokushicilela imiyalelo bangena kwinqanaba lokugqibela, imiyalelo yentlalontle iqhubekile ukuba ihlwempuzekile, kwaye abaninzi abasasazo beemarike babika imfuno ebuthathaka, ngoko lo mjikelo wokunyuka kwexabiso wawubuthathaka, imveliso kunye Iintengiso zijingisiwe ngokubanzi, kwaye iifektri zoshicilelo ngokusisiseko Zonke zigcina izinto ezithengwayo nje eziyimfuneko."Ngexesha elifutshane, imeko yomdlalo phakathi kokunyuka kunye nezantsi kwemarike yamaphepha enkcubeko ivelele, kwaye abanye abadlali beshishini babuyisela imali, kwaye ixabiso lemarike linokuhla."UZhang Yan uthe.

Amaxabiso e-Pulp alindeleke ukuba angenise indawo yokutshintsha

Ingxelo yesiqingatha sonyaka yoshishino lwamaphepha sele iza kubhengezwa.Ngokutsho kwedatha ye-Oriental Fortune Choice, ukususela ngoku, i-8 ye-22 ye-A-share iinkampani ezidweliswe kwishishini lephepha kwishishini le-Shenwan zibhengeze izibikezelo zabo zokusebenza, kwaye i-6 kubo kulindeleke ukuba ibe nokuhla okubukhali ekusebenzeni., Iinkampani ze-2 kulindeleke ukuba zilahlekelwe yimali okokuqala.Ingxaki yokuba ishishini likwixesha eliphantsi kwisiqingatha sokuqala sonyaka siyabonakala.izinto ezikrwada zokwenza iikomityi zephepha

Iimeko zemarike zakutsha nje zeshishini lephepha lokupakishwa elikhankanywe ngasentla kunye neshishini lephepha lenkcubeko likwabonisa ukuba ishishini lamaphepha lisajongene noxinzelelo olukhulu oluvela kwimpikiswano phakathi konikezelo kunye nemfuno ukusukela oko lingene kwikota yesithathu.Liza kuphuma nini ke eli shishini kudodobala?Iza kufika nini inguqu?

Ngokubanzi, ukuguquguquka komjikelo kwinzuzo yoshishino lwamaphepha kuqhutywa ngumahluko phakathi kwamaxabiso ephepha kunye nezinto ezikrwada.Ingxelo yophando yamva nje ye-Everbright Securities yabonisa.Ngethuba lodliwano-ndlebe, inani labahlalutyi bamashishini bakholelwa ukuba, ukuze kuqondwe ukuguqulwa kwengxaki kwishishini, kwelinye icala, kuxhomekeke kwindlela yamaxabiso e-pulp, kwaye kubaluleke kakhulu, ekubuyiselweni kwemfuno.

Ngokwembono yobonelelo lwangoku kunye nepateni yemfuno kunye nepateni yokhuphiswano lweshishini lephepha, i-Everbright Securities yahlalutya ukuba icala lemfuno liyachacha ngaphakathi nangaphandle.Ngokuthelekisa, imfuno yaphesheya ibuyela kakhulu, iqhuba ukusetyenziswa kweemveliso zephepha ukunyuka.Phakathi kwazo, uMbindi Mpuma kunye nemfuno kwi-Asia-mpuma ye-Asia yomelele ngakumbi, kwaye ukubonelela phesheya ngokucacileyo akonelanga.Abavelisi abahamba phambili basekhaya bandise iinzame zabo zokuthumela ngaphandle, kwaye izinga lokukhula konyaka nonyaka lokuthunyelwa kwamaphepha elizwe lam liqhubekile ukunyuka.imathiriyeli ekrwada yepleyiti yekomityi yephepha

Iphepha le-Chenming lichazwe ngaphambili kuqikelelo lwentsebenzo yalo ukuba kwisiqingatha sokuqala sonyaka, inkampani yayilixhakamfula ithuba lokungaboneleli ngokwaneleyo kwiimarike zaphesheya kwaye izama ukuphuhlisa imarike yamazwe ngamazwe.Iphepha le-Bohui, elikwakhawulezisa ukuphuhliswa kweemarike zamazwe ngamazwe, liphinde latsho ukuba inxalenye yentengiso yokuthengisa ngaphandle kwenkampani iqhubekile ukunyuka.

Ngokumalunga nokufunyanwa kwakhona kwemfuno yangaphakathi, i-Everbright Securities ikholelwa ukuba nangona imfuno yangaphakathi iyonke ibuthathaka ngenxa yempembelelo yobhubhane, kulindeleke ukuba iphucuke kwixesha elizayo.Ngokwamacandelo angaphantsi, imfuno yephepha lenkcubeko ibuthathaka, kwaye imfuno iyonke yephepha elityaliweyo kunye nebhodi lebhodi ayikafumaneki.Imfuno esezantsi yekhadibhodi emhlophe kunye nephepha elikhethekileyo lilungile.imathiriyeli yephepha eprintiweyo

Ngokubhekiselele kwindlela yokulandelwa kwecala leendleko, amaziko amaninzi aye agweba ukuba ixabiso le-pulp yexesha elifutshane liya kuhlala liphezulu kwaye liguquguqukayo, kodwa kulindeleke ukuba i-inflection point ingenzeka kwikota yesine.Kuyaqondwa ukuba imveliso yangoku kunye nokuthengiswa kwee-pulp mill ezinkulu kwihlabathi jikelele sele ibuyile, kwaye umthamo omtsha wemveliso uhambela phambili njengoko bekucwangcisiwe.Kulindeleke ukuba unikezelo lwepulp lunyuke ngokuthe ngcembe ukusuka kwikota yesithathu ka-2022. I-Everbright Securities ibonise ukuba kumjikelo wokuhla wamaxabiso e-pulp, inzuzo yephepha elikhulu elihamba phambili liya kulungiswa kakhulu.iphepha eligqunywe ngeekomityi