Umthombo ovela kwi-Wisdom Finance
I-Huatai Securities ikhuphe ingxelo yophando ukuba ukususela ngoSeptemba, i-pulp kunye ne-industry industry chain ibone iimpawu ezintle ngakumbi kwicala lemfuno. Abavelisi bephepha abagqityiweyo baye balungelelanisa ngokubanzi amazinga abo okuqalisa kunye nokunciphisa uluhlu.
Amaxabiso e-Pulp kunye nephepha ngokubanzi ayanda, kwaye inzuzo yekhonkco leshishini liye laphucuka. Bakholelwa ukuba oku kubonakalisa inyani yokuba ishishini alikho kude kwindawo yolungelelaniso lwemfuno yonikezelo ngokuchasene nemeko yangasemva yexesha lonyaka. Nangona kunjalo, kwelinye icala, njengoko ixesha lokukhutshwa kobonelelo kwishishini lingekadluli, ukuguqulwa kobonelelo kunye nemfuno kusenokuba kusekutsha kakhulu.
NgoSeptemba, ezinye zeenkampani eziphambili zeli shishini zabhengeza ukucotha kulwakhiwo lweeprojekthi ezithile, ukukhula okuphezulu kwecala lokubonelela nge-pulp kunye nephepha kushishino lwephepha kulindeleke ukuba kuhluke ngo-2024, kwaye unikezelo olutsha lweentlobo ezithile kulindeleke ukuba lucothe. , ezinceda ishishini ukuba lilungelelanise kwakhona.
Ibhokisi yebhokisi enezinki: uluhlu lwempahla yokusila yephepha lwaya kumgangatho ophantsi, luxhasa ukunyuka kwamaxabiso
Enkosi kwincopho yokusetyenziswa kwexesha loMnyhadala waseMbindi-Ekwindla kunye noSuku lweSizwe kunye nokuzaliswa kwakhona kwempahla esezantsi, ukuthunyelwa kwebhodi ethathiweyo kukhule ngamandla ukusukela ngoSeptemba. Ukugcinwa kuye kwawa ukusuka kwiintsuku ze-14.9 ekupheleni kuka-Agasti ukuya kumyinge weentsuku ze-6.8 (ukususela ngo-Oktobha 18), izinga eliphantsi kwiminyaka emithathu edlulileyo.
Ukuhlaziywa kwexabiso lephepha kuye kwakhawuleza emva koSeptemba kwaye kuphinde kwavela + 5.9% ukusuka phakathi ku-Agasti. Ukukhula komthamo weBoxboard kulindeleke ukuba kwehle kakhulu ngo-2024 xa kuthelekiswa no-2023 njengoko iinkampani ezikhokelayo zicothisa ulwakhiwo lweprojekthi ethile. Balindele amanqanaba asezantsi oluhlu lwempahla ukuxhasa amaxabiso ebhodi ebotshiweyo kwixesha eliphakamileyo. Nangona kunjalo, ukususela ngo-Agasti, umthamo omtsha wemveliso uye wakhawuleza, kwaye isiseko sokuguqulwa konikezelo kunye nemfuno ayikaqini, i-1H24 okanye isafuna ukujongana novavanyo olunzima lwemarike.
Ibhodi yendlovu: Unikezelo lwexesha eliphezulu kunye nozinziso lwemfuno, ukothuka kobonelelo kuyasondela
Ukususela ngoSeptemba,Ibhodi yeC1s yendlovuunikezelo lwemarike kunye neemfuno zizinzile, ukususela ngo-Oktobha 18, uluhlu lwempahla xa kuthelekiswa nokuphela kuka-Agasti -4.4%, kodwa kusekho kwinqanaba eliphezulu kwiminyaka yamuva. Ecatshukiswa kukunyuka okukhawulezileyo kwamaxabiso asekhaya kwezi veki zimbini zidlulileyo, amaxabiso ekhadibhodi emhlophe anyuke kwakhona emva koSuku lweSizwe. Ukuba ukuphunyezwa kuyasebenza, amaxabiso ekhadibhodi emhlophe akhoyo ngoku kulindeleke ukuba abuyele kwi-12.7% xa kuthelekiswa nombindi kaJulayi. Ngokugqitywa kofakelo olukhuluC2s White Art CardIiprojekthi eJiangsu, umjikelo olandelayo wothuso lonikezelo luyasondela, amaxabiso ekhadibhodi emhlophe ngakumbi ixesha lokulungisa lisenokungabi lininzi.
Iphepha lenkcubeko: ukubuyiswa kwexabiso ukususela ngoJulayi kubalulekile
Iphepha leNkcubeko lelona phepha likhawulezayo eligqityiweyo elikhawulezayo ukubuyiswa kwexabiso ukusukela ngo-2023iphephakwayeiphepha lobugcisaamaxabiso abuyele kwi-13.6% kunye ne-9.1%, ngokulandelanayo, xa kuthelekiswa phakathi kuJulayi. Umthamo omtsha wemveliso yeiphepha lenkcubekokulindeleke ukuba ibuyele kwesiqhelo ngo-2024, kodwa u-2023 usekwincopho yokusungulwa kwamandla. Balindele ukuba kusekho i-1.07 yezigidi zeetoni / unyaka womthamo uya kufakwa kwimveliso ekupheleni konyaka, kwaye umngeni omkhulu wemarike usenokuza kwi-1H24.
I-Pulp: Ixesha eliphakamileyo lexesha libuyisela ixabiso le-pulp, kodwa ukuqina kwemarike kuye kwadamba
Kunye nokuphuculwa kwemfuno yexesha eliphakamileyo, zonke iintlobo zamaphepha agqityiweyo zikonwabele ukwehla koluhlu lweempahla ngokubanzi kunye nokunyuka kwenqanaba lokuqalisa ngoSeptemba, imfuno yepulp yasekhaya nayo ixhamle koku, ekupheleni kwenyanga isitokhwe sepulp kumazibuko aphambili ase China yawa. nge-13% xa kuthelekiswa nokuphela kuka-Agasti, okona kukhulu kwinyanga enye yehle kulo nyaka. Ukunyuka kwe-pulp yasekhaya kunye ne-coniferous pulp ukususela ekupheleni kukaSeptemba, ngokulandelelanayo, yenyuka ngokukhawuleza nge-14.5% kunye ne-9.4%, i-pulp mill yaseMzantsi Melika isanda kunyusa ixabiso le-pulp ukuya e-China ngoNovemba nge-7-8%).
Nangona kunjalo, emva koSuku lweSizwe, ukuxinana kwimarike yasekhaya kuye kwadamba njengoko imfuno esezantsi iye yacotha kwimida kunye nabarhwebi bangaphandle kwepulp nabo baye banyusa ukuthunyelwa. Balindele ukuba i-2023-2024 ibe yincopho yokuqaliswa komthamo weekhemikhali, kwaye uninzi lwamandla amatsha emveliso yepulp evela kwimimandla yokuvelisa ngexabiso eliphantsi, ukulungelelaniswa kwakhona kobonelelo lwepulp kunye nemfuno ngokunjalo kunokuhlala kungagqitywanga.
Ixesha lokuposa: Nov-04-2023