Khampani ea rona e fana ka tse molemo ka ho fetisisapampiri ea motheo ea kraft, pampiri e entsoeng ka masenke, pampiri ea motheo ea karete e tšoeu ea lijo
Haufinyane tjena, theko ea lihlahisoa tsa lik'hemik'hale e phahame haholo, e leng se ileng sa baka letoto la liketso tsa ketane lefapheng la indasteri.Har'a bona, ka lebaka la ho eketseha ha theko ea thepa e tala le theko ea thepa e thusang, theko ea karete e tšoeu e feta 10,000 yuan / ton, 'me lik'hamphani tse ling tsa pampiri li entse chelete e ngata.
Pejana, qetellong ea Phuptjane 2020, ho nkuoa ha Pampiri ea Bohui (600966.SH) ke Sinar Mas Paper (China) Investment Co., Ltd. (eo ka mor'a moo e bitsoang "APP (Chaena)") e fetisitse anti-monopoly ea naha. lipatlisiso.Theko ea pampiri ke 5,100 yuan/ton.Mathoasong a Hlakubele selemong sena, theko ea khateboto e tšoeu e nyolohetse ho li-yuan tse 10,000/ton, 'me theko ea karete e tšoeu ea lapeng e kene ka molao mehleng ea li-yuan tse 10,000.Khahlanong le maemo ana, phaello ea Bohui Paper ka 2020 e imenne habeli.
Puisanong le moqolotsi oa litaba oa China Business News, molaoli oa k’hamphani e ’ngoe e thathamisitsoeng ea pampiri o boletse hore ho phahama ka sekhahla ha theko ea khateboto e tšoeu ho hlile ho hohetse tlhokomelo e atileng ho tsoa ’marakeng.Likopanong tse peli selemong sena, baemeli ba bang le bona ba ile ba ela hloko taba ea ho nyoloha ha litheko tsa pampiri, 'me ba fana ka likhothaletso tse amanang le tsona.Keketseho ea khateboto e tšoeu e ne e bakoa haholo-holo ke tlhokahalo e matla ea 'maraka.Ka mor'a hore theko ea eona e fete li-yuan tse 10,000, bokhoni ba tlhahiso ea k'hateboto e tšoeu ea Chenming Paper bo ne bo ntse bo hlahisoa ka ho feletseng, 'me tlhahiso le thekiso li ne li leka-lekana.Ho feta moo, theko ea lihlahisoa tse tala e boetse e eketseha, 'me theko ea pampiri e sebetsa haholoanyane.
Theko e senya letšoao la lidolara tse limilione
Ha e le hantle, ho phahama ha litheko tsa pampiri ho se ho hlahile ka August 2020. Ka nako eo, tlhoko ea 'maraka e ile ea theoha' me ea eketseha.E anngoe ke liphetoho kamanong ea phepelo le tlhokahalo, litheko tsa mefuta e mengata ea pampiri 'marakeng li ile tsa eketseha.
Mabapi le karete e tšoeu, mathoasong a Loetse 2020, Chenming Paper, Wanguo Sun le Bohui Paper li ile tsa qala ho etella pele ho phahama ho fihlela joale.Litheko tsa mefuta ea mantlha ea li-cardboard tse tšoeu limmarakeng tse ngata li eketsehile ka ho latellana ho tloha ho 5,500/ton ho ea ho li-yuan tse fetang 10,000/ton.
Moqolotsi oa litaba o ile a hlokomela hore qetellong ea February 2021, mechine ea pampiri e ile ea qala ho fumana litaelo tse ncha ka March, 'me theko ea litaelo tse saenneng e ile ea eketseha ka 500 yuan / tonne ha e bapisoa le nako e fetileng.Leha ho le joalo, ha ho bapisoa le Hlakola, keketseho ea theko ea litaelo tse amohetsoeng ka Hlakubele e ile ea hola ho tloha ho li-yuan tse 500/ton ho ea ho li-yuan tse ka bang 1,800/ton.Etsa hore karete e tšoeu ea lebitso e fane ka li-yuan tse 10,000 / ton.
Pejana, Bohui Paper e boletse hore ka lebaka la tšusumetso ea litšenyehelo tsa ts'ebetso le keketseho e matla ea theko ea lisebelisoa tse fapaneng tse tala, theko ea "karete e tšoeu / karete ea koporo / karete ea lijo" e reretsoe ho eketseha ka 500 yuan/ton ho tloha. January 26, 2021. Ho tloha ka la 26 February, 2021, e tla eketsoa ka 500 yuan / ton hape.Ka la 1 Hlakubele, 'maraka o mosoeu oa li-cardboard ka tšohanyetso o ile oa eketsa theko ea ona hape.Pampiri ea Bohui e ile ea eketsa theko ea eona ka li-yuan tse 1,000 / ton, kahoo e kena nakong ea li-yuan tse 10,000.
Qin Chong, mofuputsi oa Zhongyan Puhua, o ile a hlahlobisisa baqolotsi ba litaba hore lebaka la ntlafatso ea indasteri ea li-cardboard tse tšoeu ke hore "taelo ea thibelo ea polasetiki" e ntlafalitsoe.Khateboto e tšoeu e fetohile sebaka sa polasetiki, 'me tlhoko ea' maraka e eketsehile haholo, e tsamaisang ka kotloloho kholo ea phaello ea indasteri.Hona joale, tšebeliso ea selemo le selemo ea mekotla ea polasetiki naheng ea heso e feta lithane tse limilione tse 4.Phatlalatso le ts'ebetsong ea "taelo ea thibelo ea polasetiki" e tla fokotsa haholo tšebeliso ea mekotla ea polasetiki.Ka hona, lilemong tse 3 ho isa ho tse 5 tse tlang, karete e tšoeu e ntse e tla thabela "bonase" .
"Lebaka le ka sehloohong la ho phahama ka potlako ha theko ea khateboto e tšoeu ke hore phepelo ea makhasi a haella, 'me ho phahama ha theko ea eona ho lebisitse ho nyoloheng ha litheko tsa pampiri."Mookameli oa k'hamphani ea pampiri ea boletsoeng ka holimo o ile a bolella baqolotsi ba litaba.
Tan Chong o ile a boela a bolella baqolotsi ba litaba hore ho phahama ha theko ea khateboto e tšoeu ho amana haholo le phepelo ea thepa e tala.Hona joale, khaello ea thepa e tala bakeng sa karete e tšoeu naheng ea heso e lebisitse ka ho toba ho eketseha ha litšenyehelo, e leng se lebisitseng ho eketseha ha theko ea karete e tšoeu.Ho tloha ka Mphalane selemong se fetileng, litheko tsa lekhasi le bonolo le makhasi a thata li bonts'itse mokhoa oa holimo.Baetsi ba machaba ba makhasi a mapolanka ba tsoetse pele ho nyolla litheko haholo, 'me litheko tsa lehae tsa nale le lekhasi le thata li tsoetse pele ho nyoloha.7266 yuan / ton, 5950 yuan / ton, starch e 'ngoe, li-additives tsa lik'hemik'hale le lisebelisoa tse ling tsa ho etsa pampiri le litheko tsa matla le tsona lia phahama.
Ho feta moo, ho tsepamisa mohopolo indastering le hona ke ntlha ea bohlokoa e bakang keketseho e tsoelang pele ea litheko tsa pampiri.Lintlha tsa mokoloto oa CSI Pengyuan li bonts'a hore ka selemo sa 2019, kakaretso ea tlhahiso ea karete e tšoeu naheng ea heso e ka ba lithane tse limilione tse 10.92.Har'a lik'hamphani tse 'nè tse ka sehloohong tsa pampiri, APP (Chaena) e na le matla a tlhahiso ea lithane tse ka bang limilione tse 3.12, Pampiri ea Bohui e ka bang lithane tse limilione tse 2.15, Chenming Indasteri ea pampiri e ka bang lithane tse limilione tse 2,' me IWC e ka ba lithane tse limilione tse 1.4, tse etsang 79.40. % ea matla a naha a tlhahiso ea khateboto e tšoeu.
Ka la 29 Loetse 2020, Bohui Paper e phatlalalitse hore tlhahiso ea APP (Chaena) ea ho fumana likarolo tsa Bohui Paper e phethetsoe, mme APP (Chaena) e tšoere kakaretso ea 48.84% ea Bohui Paper, ea fetoha taolo ea 'nete ea Bohui Paper.Ka October 14th, Bohui Paper e phatlalalitse ho khethoa hape ha boto ea batsamaisi le boto ea batsamaisi, 'me APP (Chaena) e rometse batsamaisi ho ea lula Bohui Paper.Kamora ho nkuoa hona, APP (Chaena) e fetohile moetapele oa khateboto e tšoeu ea lapeng, e nang le tekanyo ea tlhahiso ea 48.26%.
Ho ea ka Orient Securities Research Report, tlas'a mokhoa o motle oa phepelo le tlhokahalo, theko ea karete e tšoeu e tla tsoela pele ho phahama, 'me theko ea eona e phahameng e lebeletsoe hore e tsoele pele ho fihlela halofo ea bobeli ea 2021. Ho tloha ka nako eo, mokhoa oa phepelo le tlhokahalo. e amana ka kotloloho le morethetho oa tokollo oa matla a macha a tlhahiso ea khateboto e tšoeu.
Theko "surge" khang
Theko e ntseng e phahama ea pampiri e entse hore lik'hamphani tse ling tsa pampiri li etse chelete e ngata, 'me karolelano ea phaello ea phaello ea indasteri ea pampiri e fihlile ho 19.02%.
Har'a bona, phaello ea Bohui Paper ka 2020 e eketsehile ka makhetlo a mahlano.Ho ea ka tlaleho ea ts'ebetso e fanoeng ke Bohui Paper ka la 9 March, chelete ea eona ea ho sebetsa ka 2020 e ne e le li-yuan tse limilione tse likete tse 13.946, keketseho ea selemo le selemo ea 43.18%;phaello ea letlooa e hlahisoang ke beng ba likhamphani tse thathamisitsoeng e ne e le li-yuan tse limilione tse 835, keketseho ea selemo le selemo ea 524.13%.
Bohui Paper e boletse hore ntlha e ka sehloohong e amang ts'ebetso ea eona ea ts'ebetso ke phetoho ea maano a naha a indasteri a kang "Maikutlo a 'Muso mabapi le ho Matlafatsa ho Tsoela Pele Taolo ea Tšilafalo ea Plastiki" le "Phatlalatso ka Litaba Tse Amanang le Thibelo e Feletseng ea ho Reka Litšila Tse Tiileng".Khohlano e ntseng e hola e ntseng e eketseha lipakeng tsa phepelo le tlhoko e khothalelitse ho hlaphoheloa moruong oa indasteri, mme thekiso ea lihlahisoa tsa k'hamphani le litheko li eketsehile butle butle ka 2020.
Hona joale, litheko tse ntseng li phahama tsa thepa ea lik'hemik'hale tse kang indasteri ea pampiri li hohetse tlhokomelo ho tsoa linaheng tse ling.Nakong ea likopano tse peli selemong sena, Hu Dezhao, setho sa Komiti ea Sechaba ea Seboka sa Lipolotiki sa Batho ba Chaena le molula-setulo oa Baiyun Electric (603861.SH), o ile a tlisa tlhahiso ea ho thibela ho phahama ha thepa e tala le ho boloka "botsitso bo tšeletseng" le. “ditiisetso tse tsheletseng”.Litho tse fetang 30 li khothalelitse ka kopanelo hore li na le tšepo ea ho laola litheko tse ntseng li phahama ho boloka "botsitso bo ts'eletseng" le "litiisetso tse tšeletseng".
Tlhahiso e ka holimo e boletse hore ka mor'a ho kena matsatsing a phomolo a Mokete oa Selemo, theko ea thepa e tala e ile ea tsoela pele ho phahama ka 20% ho ea ho 30%.Theko ea lisebelisoa tse ling tsa lik'hemik'hale tse tala e nyolohile ho feta li-yuan tse 10,000/ton selemo le selemo, 'me theko ea pampiri ea motheo ea indasteri e nyolohile ka tsela e sa lebelloang.Ka mor'a Mokete oa Selemo, pampiri e khethehileng ka kakaretso e ile ea nyoloha ka li-yuan tse 1,000 ka lithane, 'me mefuta e meng ea pampiri e bile ea tlola ka li-yuan tse 3,000 ka nako e le' ngoe.
Likahare tsa tlhahiso li bonts'a hore ke ntho e tloaelehileng hore thepa ea setso ea tlhahiso e ikarabella ho feta 70% ho isa ho 80% ea litšenyehelo.“Beng ba likhoebo tse nyane le tse mahareng ba tletleba ka hore litheko tsa thepa ea tlhahiso lia phahama, ’me bareki ba tlase ba sa ikemisetsa ho nyolla litheko, ’me bophelo bo thata haholo.Lisebelisoa tse ling ke 'maraka oa barekisi ba monopoly,' me theko e nyoloha haholo boemong ba pele, e khelohang theko e tloaelehileng 'me e lebisa theko ea theko.E boetse e phahametse theko ea sehlahisoa, lik'hamphani tse ling li khetha ho khutlisa odara e le hore li lefelle, 'me lik'hamphani tse ling li mathateng hobane theko ea odara ha e khone ho lefella litšenyehelo."
Tan Chong o ile a bolella baqolotsi ba litaba hore keketseho e tsoelang pele ea theko ea khateboto e tšoeu e boetse ke khatello e kholo ea litšenyehelo bakeng sa likhoebo tse tlase (limela tsa ho paka, lifeme tse hatisang), 'me bareki ba ka qetella ba lefa sekoloto: "Ha bareki ba reka lihlahisoa, U tlameha ho sebelisa chelete e nyane ho feta. chelete ea ho paka.”
"Ho nyoloha ha litheko tsa pampiri ho beha khatello ho likhoebo tse tlase.Leha ho le joalo, lebaka la bohlokoa la ho phahama ha theko ea pampiri ke hore nakong ea ho rekisa li-cardboard tse tšoeu, barekisi ba phetha karolo ea bohlokoa.Leha ho le joalo, seo barekisi ba se rekisetsang limela tsa ho paka ka tlase ke pampiri eo ba e bolokileng khoeling e fetileng.Hang ha theko e phahama, phaello e tla ba khōlō haholo, kahoo barekisi ba ikemiselitse haholo ho latela keketseho. "Mookameli oa k'hamphani ea pampiri ea boletsoeng ka holimo o ile a bolella baqolotsi ba litaba.
Tlhahiso e ka holimo e fana ka maikutlo a hore mafapha a amehang a tlameha ho tiisa taolo le tlhahlobo, le ho etsa netefatso ea litheko ho ipapisitsoe le lihlahisoa tse tsoang holimo le tlase ho noka, ho kopanya boitlhahlobo le boits'oaro, ho thibela ka tieo ho bokella chelete, ho nyolla litheko tsa thepa le lihlahisoa tsa mantlha tsa indasteri, le ho beha leihlo ka hloko. index ea theko ea lihlahisoa tsa indasteri le lihlahisoa tse ngata ho thibela lihlahisoa tse tala.Ho phahama, ho boloka "botsitso bo ts'eletseng" le "tiisetso tse tšeletseng", le ho khothaletsa tsoelo-pele ea boleng bo phahameng ba moruo oa China.
Nako ea poso: Jul-14-2022