Kampani yathu imapereka zabwino kwambirikraft base pepala, pepala lamalata, chakudya kalasi yoyera khadi maziko pepala
Posachedwapa, mtengo wazinthu zopangira mankhwala wakwera kwambiri, zomwe zikuyambitsa zochitika zingapo zamaketani m'mafakitale.Pakati pawo, chifukwa cha kukwera kwa mtengo wa zinthu zopangira komanso mtengo wa zipangizo zothandizira, mtengo wa makatoni oyera wadutsa 10,000 yuan / ton, ndipo makampani ena a mapepala apeza ndalama zambiri.
M'mbuyomu, kumapeto kwa June 2020, kugulidwa kwa Bohui Paper (600966.SH) ndi Sinar Mas Paper (China) Investment Co., Ltd. kufufuza.Mtengo wa pepala ndi 5,100 yuan/ton.Pofika kumayambiriro kwa mwezi wa March chaka chino, mtengo wa makatoni oyera wakwera kufika pa 10,000 yuan/ton, ndipo mtengo wa makatoni oyera apanyumba walowa m'nthawi ya yuan 10,000.Potengera izi, phindu la Bohui Paper mu 2020 lachulukitsa kanayi.
Pokambirana ndi mtolankhani wochokera ku China Business News, mkulu wa kampani ya mapepala yomwe adatchulidwapo ananena kuti kukwera mofulumira kwa mtengo wa makatoni oyera kwachititsa chidwi kwambiri pamsika.Pamagawo awiriwa chaka chino, oyimilira ena adaperekanso chidwi pa nkhani yokwera mitengo ya mapepala, ndikupereka malingaliro okhudzana ndi izi.Kuwonjezeka kwa makatoni oyera kunali makamaka chifukwa cha kufunikira kwakukulu kwa msika.Mtengo wake utatha kupitirira 10,000 yuan, mphamvu yopangira makatoni oyera a Chenming Paper idakalipobe, ndipo kupanga ndi kugulitsa kunali koyenera.Kuphatikiza apo, mtengo wa zopangira zamkati ukukulanso, ndipo mtengo wamapepala ndi wabwino kwambiri.
Mtengo umaphwanya chizindikiro cha madola milioni
M'malo mwake, kukwera kwamitengo yamapepala kwawonekera kale mu Ogasiti 2020. Panthawiyo, kufunikira kwa msika kudatsika ndikuwonjezekanso.Kukhudzidwa ndi kusintha kwa ubale woperekera ndi kufunikira, mitengo yamitundu yambiri yamapepala pamsika idakwera.
Pankhani ya makatoni oyera, koyambirira kwa Seputembala 2020, Chenming Paper, Wanguo Sun, ndi Bohui Paper adayamba kukwera mpaka pano.Mitengo yamitundu yodziwika bwino ya makatoni oyera m'misika yambiri yakwera motsatizana kuchoka pa 5,500/tani kufika kupitilira 10,000 yuan/ton.
Mtolankhaniyo adawona kuti kumapeto kwa February 2021, mphero zamapepala zidayamba kulandira maoda atsopano mu Marichi, ndipo mtengo wamaoda osainidwa udakwera ndi 500 yuan/ton poyerekeza ndi nthawi yapitayi.Komabe, poyerekeza ndi mwezi wa February, kukwera kwamitengo kwa maoda omwe adalandiridwa mu Marichi kudakulitsidwa kuchoka pa 500 yuan/tani yoyambirira kufika pafupifupi 1,800 yuan/ton.Pangani makatoni oyera odziwika bwino kuti apereke 10,000 yuan / toni.
M'mbuyomu, Bohui Paper inanena kuti chifukwa cha kukhudzidwa kwa ndalama zogwirira ntchito komanso kukwera kwakukulu kwa mtengo wazinthu zosiyanasiyana zopangira, mtengo wazinthu zotsatizana za "khadi loyera / khadi yamkuwa / khadi yazakudya" ukuyembekezeka kukwera ndi 500 yuan/ton kuchokera. Januware 26, 2021. Kuyambira pa February 26, 2021, idzawonjezeka ndi 500 yuan / ton kachiwiri.Pa Marichi 1, msika wa makatoni oyera adawonjezeranso mtengo wake.Bohui Paper idachulukitsa mtengo wake ndi 1,000 yuan/ton, motero idalowa nthawi ya yuan 10,000.
Qin Chong, wofufuza wochokera ku Zhongyan Puhua, adasanthula kwa atolankhani kuti chifukwa cha kusintha kwa makampani a makatoni oyera ndikuti "ndondomeko yoletsa pulasitiki" yakwezedwa.Makatoni oyera alowa m'malo mwa mapulasitiki, ndipo kufunikira kwa msika kwakula kwambiri, zomwe zimayendetsa mwachindunji kukula kwa phindu lamakampani.Pakalipano, ntchito yapachaka ya matumba apulasitiki m'dziko langa imaposa matani 4 miliyoni.Kulengeza ndi kukhazikitsa "ndondomeko yoletsa pulasitiki" kudzachepetsa kwambiri kugwiritsa ntchito matumba apulasitiki.Choncho, m'zaka 3 mpaka 5, makatoni oyera adzasangalalabe ndi "bonasi" .
"Chifukwa chachikulu chakukwera mwachangu kwa mtengo wa makatoni oyera ndikuti kupezeka kwa zamkati ndikosowa, ndipo kukwera kwamitengo kwapangitsa kuti mitengo yamapepala ikwere."Mkulu wa kampani ya mapepala yomwe tatchula pamwambayi anauza atolankhani.
Tan Chong adauzanso atolankhani kuti kukwera kwa mtengo wa makatoni oyera kumakhudzana kwambiri ndi kupezeka kwa zinthu zopangira.Pakalipano, kusowa kwa zipangizo za makatoni oyera m'dziko langa kwachititsa kuti ndalama ziwonjezeke, zomwe zachititsa kuti mtengo wa makatoni oyera ukhale wokwera.Kuyambira Okutobala chaka chatha, mitengo yamafuta amasamba ofewa ndi masamba olimba awonetsa kukwera.Opanga matabwa apadziko lonse lapansi apitiliza kukweza mitengo kwambiri, ndipo mitengo yamisika yapanyumba ya singano ndi masamba olimba yapitilira kukwera.7266 yuan / ton, 5950 yuan / ton, wowuma wina, zowonjezera mankhwala ndi zina zopangira mapepala ndi mitengo yamagetsi ikukweranso.
Kuphatikiza apo, kukhazikika kwamakampani ndichinthu chofunikira kwambiri chomwe chikuyambitsa kukwera kosalekeza kwamitengo yamapepala.Zambiri zangongole za CSI Pengyuan zikuwonetsa kuti mu 2019, kuchuluka kwa makatoni oyera mdziko langa ndi pafupifupi matani 10.92 miliyoni.Pakati pa makampani anayi apamwamba a mapepala, APP (China) ili ndi mphamvu yopangira matani pafupifupi 3.12 miliyoni, Bohui Paper pafupifupi matani 2.15 miliyoni, Chenming Makampani opanga mapepala ndi pafupifupi matani 2 miliyoni, ndipo IWC ndi pafupifupi matani 1.4 miliyoni, omwe amawerengera 79.40 % ya mphamvu yopangira makatoni amtundu woyera.
Pa Seputembara 29, 2020, Bohui Paper idalengeza kuti APP (China) yopempha kuti itenge magawo a Bohui Paper idamalizidwa, ndipo APP (China) idagwira 48.84% ya Bohui Paper, kukhala ulamuliro weniweni wa Bohui Paper.Pa Okutobala 14, Bohui Paper adalengeza kusankhidwanso kwa komiti ya oyang'anira ndi komiti ya oyang'anira, ndipo APP (China) idatumiza oyang'anira kuti akhazikike ku Bohui Paper.Pambuyo pakupeza izi, APP (China) yakhala mtsogoleri wa makatoni oyera am'nyumba, okhala ndi chiŵerengero cha 48.26%.
Malinga ndi Orient Securities Research Report, pansi pa njira yabwino yoperekera ndi kufunidwa, mtengo wa makatoni oyera udzapitirira kukwera, ndipo mtengo wake wapamwamba ukuyembekezeka kupitiriza mpaka theka lachiwiri la 2021. zimagwirizana mwachindunji ndi kutulutsidwa kwamphamvu kwatsopano kwa makatoni oyera.
Mkangano wa "kukwera" kwamtengo
Kukwera mtengo kwa mapepala kwapangitsa kuti makampani ena a mapepala apeze ndalama zambiri, ndipo kuchuluka kwa phindu lamakampani opanga mapepala afika pa 19.02%.
Mwa iwo, phindu la Bohui Paper mu 2020 lakwera kasanu.Malinga ndi lipoti la ntchito lomwe linatulutsidwa ndi Bohui Paper pa Marichi 9, ndalama zogwirira ntchito mu 2020 zinali 13.946 biliyoni ya yuan, kuwonjezeka kwa chaka ndi 43.18%;Phindu lonse la eni ake amakampani omwe adatchulidwa linali 835 miliyoni yuan, kuwonjezeka kwa chaka ndi 524.13%.
Bohui Paper adanena kuti chinthu chachikulu chomwe chikukhudza ntchito yake yoyendetsera ntchito ndi kusintha kwa ndondomeko za mafakitale a dziko monga "Maganizo a Boma pa Kulimbitsa Kwambiri Kuwonongeka kwa Pulasitiki" ndi "Chilengezo cha Nkhani Zokhudzana ndi Kuletsa Kwambiri Kuchotsa Zinyalala Zolimba".Kusagwirizana komwe kukuchulukirachulukira pakati pa kupezeka ndi kufunikira kwapangitsa kuti chiwongolero chamakampaniwo chiwonjezeke, ndipo kugulitsa kwamakampani ndi mitengo yakwera pang'onopang'ono mu 2020.
Pakali pano, kukwera mitengo kwa zinthu zopangira mankhwala monga makampani opanga mapepala kwakopa chidwi ndi mayiko akunja.Pamisonkhano iwiri chaka chino, Hu Dezhao, membala wa National Committee of the Chinese People's Political Consultative Conference komanso wapampando wa Baiyun Electric (603861.SH), adabweretsa malingaliro oletsa kukwera kwa zinthu zopangira ndikusunga "kukhazikika kwachisanu ndi chimodzi" komanso "zitsimikizo zisanu ndi chimodzi".Mamembala opitilira 30 adagwirizana kuti akuyembekeza kuwongolera mitengo yamitengo kuti asunge "kukhazikika kwachisanu ndi chimodzi" ndi "zitsimikizo zisanu ndi chimodzi".
Malingaliro omwe ali pamwambapa adanenanso kuti atalowa tchuthi cha Chikondwerero cha Spring, mtengo wazinthu zopangira udapitilira kudumpha ndi 20% mpaka 30%.Mtengo wa zinthu zina zopangira mankhwala wakwera kwambiri kuposa 10,000 yuan/tani chaka ndi chaka, ndipo mtengo wa mapepala oyambira mafakitale wakwera kwambiri kuposa kale.Pambuyo pa Chikondwerero cha Spring, mapepala apadera nthawi zambiri amakwera ndi 1,000 yuan/ton, ndipo mitundu ina yamapepala idalumpha ndi 3,000 yuan/ton nthawi imodzi.
Zomwe zili patsambali zikuwonetsa kuti ndizabwinobwino kuti zida zopangira zachikhalidwe ziziwerengera mtengo wopitilira 70% mpaka 80%."Eni mabizinesi ang'onoang'ono ndi apakatikati akudandaula kuti mitengo yazinthu zopangira ikukwera, ndipo makasitomala akumunsi sakufuna kukweza mitengo, ndipo moyo ndi wovuta kwambiri.Zida zina ndi msika wa ogulitsa okha, ndipo mtengo umakwera kwambiri pamlingo woyamba, womwe umapatuka pamtengo wamba ndikubweretsa mtengo wamtengo wapatali.Ndiwokweranso kuposa mtengo wa chinthucho, makampani ena amasankha kubweza mtengowo kuti alipire, ndipo makampani ena ali m'mavuto chifukwa mtengo wake sungathe kulipira mtengowo.
Tan Chong adauza atolankhani kuti kukwera kwamitengo kosalekeza kwa makatoni oyera kumapangitsanso kuti mabizinesi akutsika (zonyamula katundu, makina osindikizira), ndipo ogula atha kulipira ngongoleyo: "Ogula akagula zinthu, muyenera kuwononga ndalama zochulukirapo. ndalama papackage."
"Kukwera kwamitengo yamapepala kumapangitsa kuti mabizinesi akutsika.Komabe, chifukwa chofunika kwambiri cha kukwera kwa mitengo ya mapepala ndikuti pogulitsa makatoni oyera, ogulitsa amagwira ntchito yofunika kwambiri.Komabe, zomwe ogulitsa amagulitsa kumitengo yonyamula zotsika ndi mapepala omwe adapeza mwezi watha.Mtengo ukakwera, phindu lidzakhala lalikulu kwambiri, motero ogulitsa amakhala ofunitsitsa kutsatira chiwonjezekocho. ”Mkulu wa kampani ya mapepala yomwe tatchula pamwambayi anauza atolankhani.
Malingaliro omwe ali pamwambawa akusonyeza kuti madipatimenti oyenerera ayenera kulimbikitsa kuyang'anira ndi kuyang'anira, ndikutsimikizira mitengo yamtengo wapatali potengera zinthu zakumtunda ndi zotsika, kuphatikiza kudziyang'anira ndi kuyang'anira, kupewa kusungitsa, kukweza mitengo yazinthu zopangira ndi zinthu zofunika m'mafakitale, ndikuwunika mosamalitsa. ndondomeko yamtengo wazinthu zopangira mafakitale ndi zinthu zambiri kuti mupewe zopangira.Kukwera, kusunga "kukhazikika kwachisanu ndi chimodzi" ndi "zitsimikizo zisanu ndi chimodzi", ndikulimbikitsa chitukuko chapamwamba chachuma cha China.
Nthawi yotumiza: Jul-14-2022