Inkampani yethu inikeza okungcono kakhulukraft base paper, iphepha likathayela, Ibanga lokudla ikhadi lesisekelo sephepha elimhlophe
Muva nje, intengo yezinto zokusetshenziswa zamakhemikhali inyukile, okubangela uchungechunge lokusabela ochungechungeni lwezimboni.Phakathi kwazo, ngenxa yokwenyuka kwezindleko zokuhlinzekwa kwempahla eluhlaza kanye nentengo yezinto ezisizayo, intengo yamakhadibhodi amhlophe idlule ama-yuan angu-10,000 / ton, futhi ezinye izinkampani zephepha zenze imali eningi.
Ngaphambilini, ekupheleni kukaJuni 2020, ukutholwa kwe-Bohui Paper (600966.SH) yi-Sinar Mas Paper (China) Investment Co., Ltd. (ngemuva kwalokhu ebizwa ngokuthi “APP (China)”) kuphasise umthetho kazwelonke wokulwa nodlame. uphenyo.Intengo yephepha yi-5,100 yuan/ton.Ekuqaleni kukaMashi kulo nyaka, intengo yekhadibhodi emhlophe ikhuphuke yafinyelela ku-10,000 yuan/ton, futhi intengo yamakhadibhodi amhlophe asekhaya isingene ngokusemthethweni enkathini yamayuan ayi-10,000.Ngokumelene nalokhu kwangemuva, inzuzo ye-Bohui Paper ngo-2020 iphindeke kane.
Engxoxweni nentatheli ye-China Business News, isikhulu senkampani yamaphepha esohlwini lwathi ukwenyuka ngokushesha kwentengo yamakhadibhodi amhlophe kuye kwadonsa ukunaka okubanzi emakethe.Kulezi zikhathi ezimbili kulo nyaka, abanye abameleli baphinde bayinaka indaba yokwenyuka kwamanani entengo yamaphepha, base bebeka phambili izincomo ezihlobene.Ukwanda kwamakhadibhodi amhlophe kwaba ngenxa yesidingo esinamandla semakethe.Ngemuva kokuthi inani layo leqe ama-yuan angu-10,000, amandla okukhiqiza amakhadibhodi amhlophe e-Chenming Paper ayesakhiqizwa ngokugcwele, futhi ukukhiqizwa nokuthengisa kwakunokulinganisela.Ngaphezu kwalokho, intengo ye-pulp yempahla eluhlaza nayo iyanda, futhi intengo yephepha iqhuba kakhulu.
Intengo yephula uphawu lwesigidi samadola
Eqinisweni, ukukhuphuka kwezintengo zephepha sekuvele kuvele ngo-Agasti 2020. Ngaleso sikhathi, isidingo semakethe sehla futhi saphinde sakhuphuka.Ethintwe izinguquko ebudlelwaneni bokunikezwa nokufunwa, amanani ezinhlobo eziningi zephepha emakethe akhuphuka.
Mayelana nekhadibhodi elimhlophe, ekuqaleni kukaSepthemba 2020, i-Chenming Paper, i-Wanguo Sun, ne-Bohui Paper yaqala ukuhola phambili kuze kube manje.Izintengo zemikhiqizo evamile yekhadibhodi emhlophe ezimakethe eziningi zikhuphuke zilandelana zisuka ku-5,500/ton zaya ngaphezu kuka-10,000 yuan/ton.
Intatheli ibone ukuthi ekupheleni kukaFebhuwari 2021, izigayo zephepha zaqala ukuthola ama-oda amasha ngoMashi, futhi intengo yama-oda asayiniwe yenyuka ngo-500 yuan/ton uma kuqhathaniswa nesikhathi esedlule.Kodwa-ke, uma kuqhathaniswa noFebhuwari, ukukhuphuka kwentengo kwama-oda atholwe ngoMashi kunwetshiwe kusuka ku-500 yuan/ton yasekuqaleni kuya cishe kumayuan ayi-1,800/ton.Yenza ikhadibhodi elimhlophe lomkhiqizo elijwayelekile linikele ngo-10,000 yuan / ton.
Phambilini, i-Bohui Paper yathi ngenxa yomthelela wezindleko zokusebenza kanye nokukhuphuka okubukhali kwentengo yezinto zokusetshenziswa ezihlukahlukene, intengo yochungechunge lwemikhiqizo yochungechunge "yekhadi elimhlophe/ikhadi lethusi/ikhadi lokudla" ihlelelwe ukwenyuka ngama-yuan angu-500/ton ukusuka. Janawari 26, 2021. Kusukela ngomhlaka-26 Februwari, 2021, izokwenyuswa ngo-500 yuan/ton futhi.NgoMashi 1, imakethe yamakhadibhodi amhlophe yandise intengo yayo futhi.I-Bohui Paper yenyuse intengo yayo ngo-1,000 yuan/ton, ngaleyo ndlela ingena enkathini yamayuan angu-10,000.
U-Qin Chong, umcwaningi waseZhongyan Puhua, uhlaziyele izintatheli ukuthi isizathu sokuthuthukiswa kwemboni yamakhadibhodi amhlophe ukuthi "i-plastic restriction order" ithuthukisiwe.Ikhadibhodi elimhlophe selithathe indawo yamapulasitiki, futhi isidingo semakethe sikhule kakhulu, okuholela ngqo ekukhuleni kwenzuzo yezimboni.Njengamanje, ukusetshenziswa konyaka kwezikhwama zepulasitiki ezweni lami kudlula amathani ayizigidi ezi-4.Ukumenyezelwa kanye nokuqaliswa "kwe-plastic restriction order" kuzonciphisa kakhulu ukusetshenziswa kwezikhwama zepulasitiki.Ngakho-ke, eminyakeni emi-3 kuya kwemi-5 ezayo, amakhadibhodi amhlophe asazojabulela “ibhonasi” .
“Isizathu esikhulu sokwenyuka ngokushesha kwentengo yamakhadibhodi amhlophe ukuthi ukutholakala kwe-pulp kuyashoda, futhi ukukhuphuka kwentengo kuholele ekwenyukeni kwentengo yephepha.Isikhulu senkampani yamaphepha esibalwe ngenhla sitshele abezindaba.
U-Tan Chong uphinde watshela izintatheli ukuthi ukunyuka kwentengo yamakhadibhodi amhlophe kuhlobene kakhulu nokunikezwa kwezinto zokusetshenziswa.Njengamanje, ukushoda kwezinto zokusetshenziswa kwamakhadibhodi amhlophe ezweni lami kuye kwaholela ngokuqondile ekwandeni kwezindleko, okuye kwaholela ekwenyukeni kwentengo yamakhadibhodi amhlophe.Kusukela ngo-Okthoba nyakenye, amanani entengo ye-soft-leaf pulp kanye ne-hard-leaf pulp zombili zikhombise ukukhuphuka.Abakhiqizi bomhlaba wonke bamapulangwe okhuni baqhubekile nokwenyusa amanani entengo kakhulu, futhi amanani emakethe yasekhaya enaliti kanye ne-hard-leaf pulp aqhubekile nokukhuphuka.7266 yuan / ton, 5950 yuan / ton, esinye isitashi, izithasiselo zamakhemikhali nezinye izesekeli zokwenza iphepha kanye namanani wamandla nawo ayakhuphuka.
Ngaphezu kwalokho, ukugxilwa kwemboni nakho kuyisici esibalulekile esibangela ukwanda okuqhubekayo kwamanani ephepha.Idatha yesikweletu ye-CSI Pengyuan ikhombisa ukuthi ngonyaka ka-2019, inani eliphelele lokukhiqiza amakhadibhodi amhlophe ezweni lami lingamathani ayizigidi eziyi-10.92.Phakathi kwezinkampani ezine eziphezulu zephepha, i-APP (China) inamandla okukhiqiza amathani alinganiselwa ezigidini ezingu-3.12, i-Bohui Paper cishe amathani ayizigidi ezingu-2.15, i-Chenming Imboni yephepha ilinganiselwa emathani ayizigidi ezimbili, kanti i-IWC ilinganiselwa ezigidini ezingu-1.4 amathani, alinganiselwa ku-79.40 I-% yomthamo kazwelonke wokukhiqiza amakhadibhodi amhlophe.
Ngomhla zingama-29 kuSepthemba 2020, i-Bohui Paper yamemezela ukuthi isicelo sethenda se-APP (China) sokuthola amasheya e-Bohui Paper saqedwa, futhi i-APP (China) ibambe isamba esingu-48.84% se-Bohui Paper, yaba ukulawulwa kwangempela kwe-Bohui Paper.Ngo-Okthoba 14, i-Bohui Paper yamemezela ukukhethwa kabusha kwebhodi labaqondisi kanye nebhodi labaqondisi, futhi i-APP (China) yathumela abaphathi ukuthi bayozinza e-Bohui Paper.Ngemuva kwalokhu kutholwa, i-APP (i-China) isibe umholi wamakhadibhodi amhlophe asekhaya, anesilinganiso sokukhiqiza esingu-48.26%.
Ngokombiko we-Orient Securities Research Report, ngaphansi kwephethini evumayo yokuhlinzeka nesidingo, intengo yamakhadibhodi amhlophe izoqhubeka nokukhuphuka, futhi intengo yayo ephezulu kulindeleke ukuthi iqhubeke engxenyeni yesibili ka-2021. Kusukela lapho, inkambiso yokuhlinzeka nokufunwa. ihlobene ngokuqondile nesigqi sokukhululwa somthamo omusha wokukhiqiza wekhadibhodi elimhlophe.
Ingxabano yentengo "yokukhuphuka".
Ukwenyuka kwentengo yamaphepha kwenze ezinye izinkampani zamaphepha zenze imali eningi, futhi isilinganiso senzuzo yesilinganiso sokukhula kwezinga lemboni yephepha sesifinyelele ku-19.02%.
Phakathi kwazo, inzuzo ye-Bohui Paper ngo-2020 ikhuphuke ngokuphindwe kahlanu.Ngokombiko wokusebenza okhishwe yi-Bohui Paper ngoMashi 9, imali engenayo yokusebenza kwayo ngo-2020 yayingama-yuan ayizigidi eziyizinkulungwane eziyi-13.946, okuwukunyuka konyaka ngo-43.18%;inzuzo ephelele edalwe kubanikazi bamasheya ezinkampanini ezisohlwini ibingama-yuan ayizigidi ezingama-835, okuwukukhula konyaka ngo-524.13%.
I-Bohui Paper ithe isici esiyinhloko esithinta ukusebenza kwayo ukushintshwa kwezinqubomgomo zikazwelonke zezimboni ezifana “Nemibono Yombuso Ngokuqhubekayo Ngokuqiniswa Kokulawulwa Kokungcoliswa Kwepulasitiki” kanye “Nesimemezelo Ngezindaba Ezihlobene Nokuvinjelwa Okuphelele Kokungenisa Imfucuza Eqinile”.Ukungqubuzana okugqamayo okugqamayo phakathi kokunikezwa kanye nesidingo kubangele ukululama ekuchumeni komkhakha, futhi ukuthengiswa kwemikhiqizo yenkampani nezintengo kukhule kancane kancane ngo-2020.
Njengamanje, ukukhuphuka kwamanani entengo yezinto zokusetshenziswa zamakhemikhali njengemboni yephepha kuye kwadonsa ukunaka kwamanye amazwe.Phakathi neseshini ezimbili kulo nyaka, u-Hu Dezhao, ilungu leKomidi Likazwelonke Lenkomfa Yezombangazwe Yabantu BaseShayina kanye nosihlalo we-Baiyun Electric (603861.SH), ulethe isiphakamiso sokuvimbela ukukhuphuka kwezulu kwezinto zokusetshenziswa kanye nokugcina "ukuzinza okuyisithupha" kanye "iziqinisekiso eziyisithupha".Amalungu angaphezu kuka-30 ngokuhlanganyela ahlongoze ukuthi anethemba lokulawula amanani akhuphukayo ukuze kugcinwe “ukuzinza okuyisithupha” kanye “neziqinisekiso eziyisithupha”.
Lesi siphakamiso esingenhla sibalule ukuthi ngemuva kokungena eholidini LoMkhosi Wasentwasahlobo, intengo yezinto zokusetshenziswa iqhubekile nokugxuma kakhulu ngo-20% kuya ku-30%.Intengo yamakhemikhali athile asetshenziswayo ikhuphuke ngaphezu kuka-10,000 yuan/ton unyaka nonyaka, futhi intengo yephepha lesisekelo sezimboni ikhuphuke ngendlela engakaze ibonwe.Ngemuva koMkhosi Wasentwasahlobo, iphepha elikhethekile livame ukukhuphuka ngo-1,000 yuan/ton, kanti ezinye izinhlobo zephepha zize zeqe ngo-3,000 yuan/ton ngesikhathi esisodwa.
Okuqukethwe yisiphakamiso kubonisa ukuthi kuyinto evamile ukuthi izinto zokwakha zendabuko ziphendule ngaphezu kuka-70% kuya ku-80% wezindleko.“Abanikazi bamabhizinisi amancane nasafufusa bakhala ngokuthi amanani ezimpahla zokukhiqiza ayenyuka, amakhasimende aphansi awazimisele ukunyusa amanani, futhi impilo inzima kakhulu.Ezinye izinto ezisetshenziswayo ziyimakethe yomthengisi oyedwa, futhi intengo ikhuphuka kakhulu ezingeni lokuqala, elichezuka enanini elivamile futhi liholele enanini lezindleko.Iphinde ibe phezulu kunentengo yomkhiqizo, ezinye izinkampani zikhetha ukubuyisela i-oda ukuze zinxephezele, kanti ezinye izinkampani zisenkingeni ngoba intengo ye-oda ayikwazi ukukhokhela izindleko.”
U-Tan Chong utshele izintatheli ukuthi ukunyuka kwamanani okuqhubekayo kwamakhadibhodi amhlophe nakho kuyingcindezi enkulu yezindleko kumabhizinisi aphansi (izitshalo zokupakisha, izimboni zokunyathelisa), futhi abathengi bangase bagcine bakhokhe isikweletu: “Lapho abathengi bethenga imikhiqizo, Kufanele usebenzise imali ethe xaxa. imali yokupakisha.”
“Ukwenyuka kwentengo yamaphepha kubeka ingcindezi emabhizinisini aphansi.Kodwa-ke, isizathu esibalulekile sokukhuphuka kwamanani ephepha ukuthi ohlelweni lokuthengisa amakhadibhodi amhlophe, abathengisi badlala indima ebalulekile.Kodwa-ke, lokho abathengisi abakuthengisayo ezitshalweni zokupakisha ezingezansi yiphepha abaliqoqile ngenyanga edlule.Uma intengo ikhuphuka, inzuzo izoba nkulu kakhulu, ngakho abathengisi bazimisele kakhulu ukulandela ukukhuphuka.Isikhulu senkampani yamaphepha esibalwe ngenhla sitshele abezindaba.
Lesi siphakamiso esingenhla siphakamisa ukuthi iminyango efanele kufanele iphoqelele ukugadwa nokuhlolwa, futhi yenze ukuqinisekiswa kwentengo okusekelwe emikhiqizweni ekhuphuka nomfula, ihlanganise ukuzihlola nokugada, igweme ukuqoqwa kwempahla, inyuse amanani entengo yezinto ezingavuthiwe nemikhiqizo yezimboni eyisisekelo, futhi iqaphe ngokucophelela. inkomba yentengo yezinto zokusetshenziswa ezimbonini kanye nempahla ngobuningi ukuvimbela izinto zokusetshenziswa.Ukukhuphuka, ukugcina "ukuzinza okuyisithupha" kanye "neziqinisekiso eziyisithupha", kanye nokugqugquzela ukuthuthukiswa kwekhwalithi ephezulu yomnotho waseShayina.
Isikhathi sokuthumela: Jul-14-2022