• Isiko lesikhwama secuba lesakhono

Iinkampani eziphambili zephepha ngokudibeneyo zinyuse amaxabiso ngoMeyi ukuba "zikhale" amaxabiso enkuni yeplanga "diving" phezulu nasezantsi okanye ukuqhubeka koxinzelelo.

NgoMeyi, inani leenkampani eziphambili zephepha zibhengeze ukunyuka kwamaxabiso kwiimveliso zephepha. Phakathi kwabo, i-Sun Paper iye yandisa ixabiso lazo zonke iimveliso zokugquma nge-100 yuan / ton ukususela ngoMeyi 1. Iphepha le-Chenming kunye nePhepha le-Bohui liya kwandisa ixabiso leemveliso zabo zephepha ezifakwe kwi-RMB 100 / ton ukususela ngoMeyi.

Ngokomxholo wokuhla ngokukhawuleza kwexabiso le-pulp yomthi kunye nokubuyiswa kwecala lemfuno, ngokombono wabaninzi bamashishini angaphakathi, lo mjikelo wokunyuka kwexabiso ngeenkampani ezikhokelayo zephepha zinentsingiselo enamandla "yokubiza ukwanda" .ibhokisi yetshokolethi

Umhlalutyi wemizi-mveliso uhlalutye kwintatheli ye-“Securities Daily”: “Intsebenzo yeshishini isaqhubeka ukuba phantsi koxinzelelo, kwaye ixabiso lentlaka yeenkuni kutshanje 'lihlile'. Ngokudlala umdlalo ‘wokukhala phezulu’, kukwalindeleke ukuba ingeniso ibuye.”

Umdlalo omileyo phakathi komsinga onyukayo kunye nosezantsi kwecandelo lokwenza iphepha

Kwikota yokuqala yalo nyaka, ishishini lephepha laqhubeka liphantsi koxinzelelo ukususela ngo-2022, ngakumbi xa imfuno yokugcina ingakhange iphuculwe kakhulu. Ixesha lokuphumla lokugcinwa kunye namaxabiso ephepha aqhubeka ehla.ibhokisi yecuba eqhelekileyo

Ukusebenza kweenkampani ezidweliswe kwi-23 kwicandelo lasekhaya le-A-share yokwenza iphepha kwikota yokuqala yayimbi kakhulu, kwaye yahlukile kwimeko yonke yecandelo le-papermaking ngo-2022 ukuba "yandiswe ingeniso ngaphandle kokunyuka kwengeniso". Azikho iinkampani ezimbalwa ezine-double downs.

Ngokutsho kwedatha evela kwi-Oriental Fortune Choice, phakathi kweenkampani ze-23, iinkampani ze-15 zibonise ukuhla kwengeniso yokusebenza kwikota yokuqala yalo nyaka xa kuthelekiswa nexesha elifanayo kunyaka odlulileyo; Iinkampani ezisi-7 ziye zafumana ilahleko yokusebenza.

ibhokisi yecuba (4)

Nangona kunjalo, ukusukela ekuqaleni kwalo nyaka, icala lokubonelela ngezinto ezikrwada, ngakumbi kwishishini le-pulp kunye nephepha, liye latshintsha kakhulu xa kuthelekiswa nexesha elifanayo ngo-2022. Umhlalutyi wezoLwazi uZhuo Chuang uChang Junting uxelele intatheli ethi "Securities Daily" I-2022, ngenxa yezinto ezininzi ezifana neendaba eziqhubekayo zokubonelela kunye ne-pulp kunye nephepha lokudibanisa, ixabiso le-pulp yomthi liya kunyuka kwaye lihlale liphezulu, okubangela ukuhla kwenzuzo yeenkampani zephepha. Nangona kunjalo, ukusukela ngo-2023, amaxabiso e-pulp ehle ngokukhawuleza. "Kulindeleke ukuba ukuhla kwexabiso lenkuni kungene nzulu ngoMeyi kulo nyaka." UChang Junting uthe.preroll ukumkani ubungakanani ibhokisi

Kulo mxholo, umdlalo omisiweyo phakathi komsinga onyukayo kunye nosezantsi kweshishini nawo uyaqhubeka kwaye uyaqina. Umhlalutyi wezoLwazi lukaZhuo Chuang uZhang Yan uxelele intatheli ethi "Securities Daily": "Ishishini lephepha eliphindwe kabini liye lafumana ukuhla okubanzi kwamaxabiso e-pulp kunye nenkxaso yephepha eliphindwe kabini ngenxa yemfuno eqinile. Ingeniso yolu shishino iye yachacha ngokubonakalayo. Ngoko ke, iinkampani zephepha zinexabiso elihle. Ngengqondo yokuqhubeka nokubuyisela ingeniso, le ikwayeyona nkxaso yengqondo kulo mjikelo wokunyuka kwamaxabiso ziinkampani eziphambili zephepha. "

Kodwa ngakolunye uhlangothi, imarike yepulp ibuthathaka, kwaye ixabiso "lokuntywila" liyabonakala. Ngakolunye uhlangothi, inkxaso yemarike yamaxabiso ephepha ilinganiselwe. Kwelinye icala, inzondelelo yabadlali abasezantsi ukuya kwisitokhwe nayo yehlile. "Uninzi lwabasebenzisi bephepha lenkcubeko babambe umva kwaye bafuna ukulinda ukuba ixabiso lehle ngaphambi kokuba linyuke." UZhang Yan uthe.

Ngokubhekiselele kulo mjikelo wokunyuka kwexabiso kwiinkampani zamaphepha, imboni ngokubanzi ikholelwa ukuba kunokwenzeka ukuba "ukuhlala" kwayo okwenyani kuncinci, kwaye ubukhulu becala ngumdlalo phakathi komlambo kunye nomlambo. Ngokweziqikelelo zamaziko amaninzi, le meko yomdlalo wentengiso wentengiso iya kuhlala ingumxholo ophambili kwixesha elifutshane.

Kwisiqingatha sesibini sonyaka, ishishini lingafumana ukubuyisela inzuzo

Ke, ishishini lamaphepha liza kuphuma nini “kubumnyama”? Ngokukodwa emva kokufumana ukusetyenziswa okukhulayo ngexesha leholide "ye-May 1st", ngaba imeko ye-terminal demand ifumene kwaye yaphuculwa? Ngawaphi amabakala ephepha kunye neenkampani eziya kuba zezokuqala ukungenisa ukubuyisela ukusebenza kwakhona?

Kule nkalo, uFan Guiwen, umphathi jikelele we-Kumera (China) Co., Ltd., kudliwano-ndlebe kunye nentatheli evela kwi-Securities Daily, ukholelwa ukuba imeko yangoku ebonakala ngathi igcwele i-fireworks eneneni inqunyelwe kwimimandla elinganiselwe kwaye amashishini, kwaye kusekho imimandla emininzi kunye namashishini ukuba kuphela Kunokuthiwa "ukuphumelela ngokuthe ngcembe". “Ngokuchuma kweshishini lezokhenketho kunye neshishini lokuhlala ehotele, imfuno yokupakisha iimveliso zephepha ukulungiselela ukutya, ngakumbi ukupakishwa kokutya okunje ngeekomityi zephepha kunye nezitya zephepha, iya kunyuka ngokuthe ngcembe." U-Fan Guiwen ukholelwa ukuba iphepha lendlu kunye nezinye iintlobo zokupakisha Iphepha kufuneka libe lelokuqala ukwenza ngcono ukusebenza kwemarike.

Ngokuphathelele iphepha eligqunyiweyo, olunye lweentlobo zephepha ezikhalelwa ziinkampani eziphezulu zamaphepha kulo mjikelo, abanye abantu bangaphakathi badize kudliwano-ndlebe nabacholacholi beendaba: “Iphepha lenkcubeko belikwixesha elincinane kakhulu kulo nyaka, kwaye ngoku. kunye nokubuyiselwa okubanzi koshishino lwemiboniso yasekhaya , Iiodolo zephepha ezigqunyiweyo nazo ziyanelisa, kwaye inqanaba lenzuzo liye laphucuka xa lithelekiswa nexesha langaphambili.

I-Chenming Paper ixelele intatheli ye "Securities Daily": "Nangona ixabiso lephepha lenkcubeko lifunyenwe kwikota yokuqala, ngenxa yokuhla kwexabiso lekhadibhodi emhlophe, ukusebenza kweenkampani zephepha le-wood pulp kwakusephantsi koxinzelelo oluthile kwikota yokuqala. . Nangona kunjalo, inkampani Kukholelwa ukuba ukuwa kwamaxabiso ezinto eziluhlaza kuya kunceda ukuphucula ingeniso kumashishini asezantsi. "

Ibhesi yecuba yedrowa

Abangaphakathi kwishishini elikhankanywe ngasentla bakholelwa ukuba ishishini ngoku likwimo yokuphuma ezantsi. Ngokucotha kancinci koxinzelelo lweendleko kunye nokufunyanwa kancinci kwemfuno yabathengi, ingeniso yeenkampani zephepha kulindeleke ukuba iphinde ibuyele.

I-Sinolink Securities ichaze ukuba inethemba malunga nokuphuculwa kweemfuno kwisiqingatha sesibini se-2023, kwaye ukubuyiswa kokusetyenziswa kuya kuxhasa ngakumbi ukubuyiswa okuphakathi kwamaxabiso ephepha, ukuqhuba inzuzo ngetoni kuluhlu olubanzi.


Ixesha lokuposa: May-15-2023
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