Kambani yedu inopa zvakanakisakraft base bepa, corrugated base paper, chikafu giredhi chena kadhi base bepa
Nguva pfupi yadarika, mutengo wemakemikari ezvigadzirwa wakakwira zvakanyanya, zvichikonzera nhevedzano yekuchinjana kweketani muketani yemaindasitiri.Pakati pavo, nekuda kwekuwedzera kwemutengo wezvigadzirwa zvekushandisa uye mutengo wezvinhu zvinobatsira, mutengo wemakadhi machena wakapfuura 10,000 yuan / ton, uye mamwe makambani emapepa akaita mari yakawanda.
Pakutanga, pakupera kwaChikumi 2020, kutorwa kweBohui Pepa (600966.SH) neSinar Mas Pepa (China) Investment Co., Ltd. kuongorora.Mutengo wepepa i5,100 yuan/ton.Pakuvamba kwaKurume gore rino, mutengo wemakadhi chena wakakwira kusvika ku10,000 yuan/tani, uye mutengo wemukati chena kadhibhodhi wakapinda zviri pamutemo munguva ye10,000 yuan.Kupesana neizvi kumashure, Bohui Pepa purofiti muna 2020 yakawedzera zvakapetwa kane.
Mubvunzurudzo nemutori wenhau kubva kuChina Business News, mumwe mukuru wekambani yemapepa yakanyorwa akati kukurumidza kukwira kwemutengo wemakadhibhodhi machena kwakwezva kutarisisa kwakapararira kubva kumusika.Pamisangano miviri iyi gore rino, vamwe vamiriri vakatarisawo nyaya yekukwira kwemitengo yemapepa, ndokuisa pamberi pezvisungo zvinechekuita.Kuwedzera kwekadhibhodhi chena kwainyanya kukonzerwa nekudiwa kwakasimba kwemusika.Mushure mekunge mutengo wayo wapfuura zviuru gumi zveyuan, kugona kwekugadzira kweChenming Pepa chena kadhibhodhi rakanga richiri pakugadzirwa kwakazara, uye kugadzirwa nekutengesa kwaive kwakaringana.Uye zvakare, mutengo weiyo raw material pulp uri kuwedzerawo, uye mutengo wemapepa unowedzera kufambisa.
Mutengo wacho unotyora chiratidzo chemamiriyoni emadhora
Muchokwadi, kukwira kwemitengo yemapepa kwakatoonekwa muna Nyamavhuvhu 2020. Panguva iyoyo, kudiwa kwemusika kwakadzikira uye kwakawedzera.Yakakanganiswa nekuchinja kwehukama hwekugovera uye kudiwa, mitengo yemhando dzakawanda dzemapepa pamusika yakawedzera.
Panyaya yekadhibhodhi chena, kutanga kwaGunyana 2020, Chenming Pepa, Wanguo Zuva, uye Bohui Pepa rakatanga kutungamira kukwira kusvika zvino.Mitengo yemhando dzemhando dzekadhibhodhi chena mumisika mizhinji yakawedzera zvakatevedzana kubva pa5,500/ton kusvika kudarika 10,000 yuan/ton.
Mutori wenhau akaona kuti pakupera kwaKukadzi 2021, zvigayo zvemapepa zvakatanga kugamuchira maodha matsva munaKurume, uye mutengo wemasaini akasainwa wakawedzera ne500 yuan/ton zvichienzaniswa nenguva yapfuura.Zvakadaro, zvichienzaniswa naKukadzi, kukwidzwa kwemutengo kwemirairo yakagamuchirwa munaKurume kwakawedzera kubva pa500 yuan/ton yekutanga kusvika pa1,800 yuan/ton.Ita iyo mainstream brand chena kadhibhodhi kupa zviuru gumi yuan / tani.
Pakutanga, Bohui Paper yakataura kuti nekuda kwekukanganisa kwemitengo yekushandisa uye kuwedzera kwakanyanya kwemutengo wezvinhu zvakasiyana siyana, mutengo we "white card/copper card/food card" zvigadzirwa zvakarongwa kuti uwedzere ne500 yuan/ton kubva. Ndira 26, 2021. Kubva Kukadzi 26, 2021, ichawedzerwa ne500 yuan / ton zvakare.Musi waKurume 1, musika chena makadhibhodi akangoerekana awedzera mutengo wayo zvakare.Bohui Paper yakawedzera mutengo wayo ne1,000 yuan/ton, nokudaro ichipinda munguva ye10,000 yuan.
Qin Chong, muongorori anobva kuZhongyan Puhua, akaongorora kune vatori venhau kuti chikonzero chekuvandudzwa kweindasitiri yemakadhibhodhi machena ndechekuti "kurongeka kwepurasitiki" kwakakwidziridzwa.White kadhibhodhi rave kutsiva mapurasitiki, uye kudiwa kwemusika kwakawedzera zvakanyanya, izvo zvinotungamira zvakananga kukura kwepurofiti yeindasitiri.Parizvino, kushandiswa kwegore negore kwemabhegi epurasitiki munyika yangu kunodarika mamiriyoni mana ematani.Kushambadzirwa uye kushandiswa kwe "plastic restriction order" kuchaderedza zvakanyanya kushandiswa kwemapurasitiki.Naizvozvo, mumakore matatu kusvika mashanu anotevera, makadhi machena acharamba achinakidzwa ne "bhonasi".
"Chikonzero chikuru chekukurumidza kukwira kwemutengo wemakadhi machena ndechekuti kuwanikwa kwepulp kuri kushomeka, uye kukwira kwemitengo kwakonzera kukwira kwemitengo yemapepa."Mukuru wekambani yemapepa ambotaurwa akaudza vatori venhau.
VaTan Chong vakaudzawo vatori venhau kuti kukwira kwemutengo wemakadhibhodhi machena kune chekuita nekupihwa kwezvinhu.Parizvino, kushayikwa kwezvinhu zvakasvibirira zvekadhibhodhi chena munyika yangu zvakakonzera zvakananga kuwedzera kwemari, izvo zvakakonzera kuwedzera kwemutengo wemakadhi machena.Kubva muna Gumiguru gore rapfuura, mitengo yeshizha rakapfava uye yakaoma-shizha pulp zvese zvakaratidza kukwira kumusoro.Vagadziri vepasi rose vehuni pulp vakaramba vachikwidza mitengo zvakanyanya, uye mitengo yemisika yemumba yetsono- uye yakaoma-mashizha pulp yakaramba ichikwira.7266 yuan / ton, 5950 yuan / ton, imwe starch, makemikari ekuwedzera uye zvimwe zvekugadzira mapepa uye mitengo yesimba iri kukwirawo.
Pamusoro pezvo, kutariswa kweindasitiri zvakare chinhu chakakosha chinokonzeresa kuenderera kwemitengo yemapepa.CSI Pengyuan kiredhiti data inoratidza kuti muna 2019, huwandu hwese hwekugadzira kadhibhodhi chena munyika yangu hunosvika mamirioni gumi nemakumi mapfumbamwe nemaviri ematani.Pakati pemakambani mana epamusoro emapepa, APP (China) ine simba rekugadzira rinosvika 3.12 miriyoni matani, Bohui Pepa rinenge 2.15 miriyoni matani, Chenming Iyo indasitiri yemapepa ingangoita mamirioni maviri ematoni, uye IWC ingangoita 1.4 miriyoni matani, inoverengera 79.40 % yerudzi rwenyika chena kadhibhodhi kugadzira kugona.
Musi waGunyana 29, 2020, Bohui Pepa rakazivisa kuti APP (China) yetenda yekutora zvikamu zveBohui Pepa yakapedzwa, uye APP (China) yakabata huwandu hwe48.84% yeBohui Pepa, ikava kutonga chaiko kweBohui Pepa.Musi wa14 Gumiguru, Bohui Paper yakazivisa kusarudzwa zvakare kwebhodhi revatungamiriri uye bhodhi revatariri, uye APP (China) yakatumira manejimendi kuti agare muBohui Paper.Mushure mekutora uku, APP (China) yave mutungamiri wemba chena kadhibhodhi, ine huwandu hwekugadzira huwandu hwe48.26%.
Zvinoenderana neOrient Securities Research Report, pasi peiyo yakanaka yekugovera uye yekuda maitiro, mutengo wewhite cardboard ucharamba uchikwira, uye mutengo wayo wepamusoro unotarisirwa kuenderera muhafu yechipiri ye2021. Kubva ipapo, maitiro ekupa uye kudiwa. yakanangana nekuburitsa rhythm yehutsva hwekugadzira huwandu hwewhite cardboard.
Mutengo "kuwedzera" kukakavara
Kukwira kwemitengo yemapepa kwaita kuti mamwe makambani emapepa aite mari yakawanda, uye avhareji yemhindu yekukura kweindasitiri yemapepa yasvika 19.02%.
Pakati pavo, Bohui Pepa purofiti muna 2020 yakawedzera zvakapetwa kashanu.Maererano neshumo yekushanda yakabudiswa neBohui Paper musi waKurume 9, mari yayo yekushanda muna 2020 yaiva 13.946 bhiriyoni yuan, gore negore kuwedzera kwe43.18%;iyo purofiti yakapihwa nevanogovana vemakambani akanyorwa yaive 835 miriyoni yuan, gore negore kuwedzera kwe524.13%.
Bohui Pepa rakataura kuti chinhu chikuru chinokanganisa kushanda kwayo kwekushanda ndiko kuchinja kwemitemo yenyika yemabhizimisi yakadai seHurumende "Maonero eKuwedzera Kusimbisa Kudzora Kusvibiswa kwePlastiki" uye "Kuzivisa pamusoro peNyaya dzine chokuita neKurambidzwa Kwakazara Kwekupinza Dongo Rakaoma".Iko kupokana kuri kuwedzera kuri kuita pakati pekupa uye kudiwa kwakonzera kudzoreredza mukubudirira kweindasitiri, uye kutengesa kwechigadzirwa chekambani nemitengo zvakawedzera zvakanyanya muna 2020.
Parizvino, kukwira kwemitengo yezvigadzirwa zvemakemikari zvakaita seindasitiri yemapepa kwakwezva pfungwa kubva kunze kwenyika.Munguva yezvikamu zviviri gore rino, Hu Dezhao, nhengo yeNational Committee yeChinese People's Political Consultative Conference uye sachigaro weBaiyun Electric (603861.SH), akaunza chirevo chekudzivirira kukwira kwedenga kwezvinhu zvakasvibiswa uye kuchengetedza "kugadzikana kutanhatu" uye "zvivimbiso zvitanhatu".Nhengo dzinopfuura makumi matatu dzakakurudzira pamwe chete kuti dzinotarisira kudzora mitengo iri kukwira kuchengetedza "kugadzikana nhanhatu" uye "zvivimbiso zvitanhatu".
Chikumbiro chiri pamusoro apa chakataura kuti mushure mekupinda muzororo reMutambo weChirimo, mutengo wezvigadzirwa wakaramba uchikwira zvisingaite ne20% kusvika 30%.Mutengo wezvimwe zvinhu zvemakemikari zvakakwira zvakapfuura 10,000 yuan/tani gore-pa-gore, uye mutengo weindasitiri base bepa wakakwira zvisati zvamboitika.Mushure meMutambo weChirimo, bepa rinokosha raiwanzokwira ne1,000 yuan/ton, uye mamwe marudzi epepa akatosvetuka ne3,000 yuan/ton panguva imwe chete.
Zviri mukati mechikumbiro zvinoratidza kuti zvakajairika kuti zvigadzirwa zvechinyakare zvekugadzira zvizvidavirire kupfuura 70% kusvika 80% yemutengo.“Varidzi vemakambani madiki neari pakati vanochema-chema kuti mitengo yezvinhu zvekugadzira iri kukwira, uye vatengi vari kudzika pasi havasi kuda kukwidza mitengo, uye hupenyu hwakanyanya kuoma.Zvimwe zvinhu musika wemutengesi wega, uye mutengo unokwira zvakanyanya padanho rekutanga, izvo zvinotsauka kubva pamutengo wakajairika uye zvinotungamira kumutengo wemutengo.Yakakwirawo pane mutengo wechigadzirwa, mamwe makambani anosarudza kubhadharisa odha kuti aripe, uye mamwe makambani ari mudambudziko nekuti mutengo weodha haugone kubhadhara mutengo.
Tan Chong akaudza vatori venhau kuti kuenderera mberi kwemutengo kwekadhibhodhi chena zvakare kudzvinyirira kukuru kwemitengo kumabhizinesi epasi (mafekitari ekurongedza, mafekitari anodhinda), uye vatengi vanogona kuzobhadhara mari iyi: mari yekurongedza."
"Kukwira kwemitengo yemapepa kunoisa kumanikidza kumabhizinesi ari pasi.Zvisinei, chikonzero chakakosha chekukwira kwematengo emapepa ndechokuti mukutengesa kadhibhodhi chena, vatengesi vanoita basa rinokosha.Nekudaro, izvo zvinotengeswa nevatengesi kune zvidyarwa zvekurongedza zviri pasi ndiro bepa ravakatora mwedzi wapfuura.Kana mutengo wakwira, purofiti ichave yakakura kwazvo, saka vatengesi vanoda kwazvo kutevera kuwedzera. "Mukuru wekambani yemapepa ambotaurwa akaudza vatori venhau.
Chikumbiro chiri pamusoro apa chinoratidza kuti madhipatimendi akakodzera anofanirwa kumanikidza kutariswa uye kuongorora, uye kuita kutariswa kwemitengo kunoenderana nepamusoro uye pasi pemvura zvigadzirwa, kusanganisa kuzviongorora uye kutarisa, kudzivirira zvakanyanya kuhodha, kukwidza mitengo yezvinhu zvakabikwa uye zvigadzirwa zvemaindasitiri, uye kunyatsoongorora. iyo indekisi yemitengo yezvigadzirwa zvemaindasitiri uye zvinhu zvakawanda kudzivirira zvigadzirwa.Kukwira, kuchengetedza "kugadzikana nhanhatu" uye "zvivimbiso zvitanhatu", uye kusimudzira kusimudzira kwepamusoro kwehupfumi hweChina.
Nguva yekutumira: Jul-14-2022