Umthombo ovela ku-Wisdom Finance
I-Huatai Securities ikhiphe umbiko wocwaningo wokuthi kusukela ngoSepthemba, uchungechunge lwemboni ye-pulp kanye nephepha lubone izimpawu ezinhle kakhulu ohlangothini lwesidingo. Abakhiqizi bephepha abaqediwe ngokuvamile bavumelanise amazinga abo okuqala nokunciphisa isitokwe.
Amanani e-pulp nephepha ngokuvamile ayakhuphuka, futhi inzuzo yochungechunge lwemboni ithuthukile. Bakholelwa ukuthi lokhu kubonisa iqiniso lokuthi imboni ayikude kakhulu nephuzu lokulingana kokuhlinzekwa-kwesidingo uma kuqhathaniswa nesizinda sesizini esiphezulu. Kodwa-ke, ngakolunye uhlangothi, njengoba isikhathi sokukhishwa kokuhlinzekwa okuphezulu kwemboni singakadluli, ukuguqulwa kokuhlinzekwa kanye nesidingo kungase kube kusenesikhathi kakhulu.
NgoSepthemba, ezinye zezinkampani ezihamba phambili embonini zamemezela ukwehla kokwakhiwa kwamaphrojekthi athile, ukukhula okuphezulu kohlangothi lokuhlinzekwa kwe-pulp kanye ne-paper industry kulindeleke ukuthi kuhlukane ngo-2024, kanti ukunikezwa okusha kwezinhlobo ezithile kulindeleke ukuthi kwehle, okusiza ukulinganisa kabusha kwemboni.
Ibhodi lebhokisi elinothayela: izinto ezisetshenziswa emshinini wephepha zehle kakhulu, okusekela ukwenyuka kwentengo
Ngenxa yesizini yokusetshenziswa okuphezulu kakhulu kweMid-Autumn Festival kanye neNational Day kanye nokuvuselelwa kabusha kwempahla etholakala phansi, ukuthunyelwa kwebhodi elihlanganisiwe kukhule kakhulu kusukela ngoSepthemba. Indawo yokugcina impahla yehle kusukela ezinsukwini eziyi-14.9 ekupheleni kuka-Agasti yaya esilinganisweni sezinsuku eziyi-6.8 (kusukela ngomhlaka-18 Okthoba), okuyizinga eliphansi eminyakeni emithathu edlule.
Ukuvuselelwa kwentengo yephepha kusheshile ngemuva kukaSepthemba futhi kukhuphuke ngo-+5.9% kusukela maphakathi no-Agasti. Ukukhula komthamo we-corrugated board kulindeleke ukuthi kwehle kakhulu ngo-2024 uma kuqhathaniswa no-2023 njengoba izinkampani ezihamba phambili zinciphisa ukwakhiwa kwephrojekthi ethile. Balindele amazinga aphansi esitokweni ukusekela amanani ebhodi le-corrugated board ngesikhathi sonyaka esiphezulu. Kodwa-ke, kusukela ngo-Agasti, umthamo omusha wokukhiqiza usheshile, futhi isisekelo sokuguqulwa kokunikezwa kanye nesidingo asikaqini, singu-1H24 noma sisadinga ukubhekana nokuhlolwa kwemakethe okunzima kakhulu.
Ibhodi le-Ivory: ukuqiniswa kokuhlinzekwa kanye nesidingo sesikhathi esiphezulu, ukushaqeka kokuhlinzekwa kusondela
Kusukela ngoSepthemba,Ibhodi le-C1s IvoryUkuhlinzekwa kwemakethe kanye nesidingo kuzinzile, kusukela ngo-Okthoba 18, inani lempahla liqhathaniswa nokuphela kuka-Agasti -4.4%, kodwa lisasezingeni eliphezulu eminyakeni yamuva nje. Njengoba kukhuliswe ukwanda okusheshayo kwamanani entengo ye-pulp spot yasekhaya emasontweni amabili edlule, amanani ekhadibhodi elimhlophe aphinde akhuphuka ngemuva koSuku Lukazwelonke. Uma ukusetshenziswa sekukhona, amanani ekhadibhodi elimhlophe lamanje kulindeleke ukuthi abuyele emuva ngo-12.7% uma kuqhathaniswa naphakathi noJulayi. Ngokuqedwa kokufakwa kwemishini emikhuluIkhadi Lobuciko Elimhlophe le-C2samaphrojekthi eJiangsu, umjikelezo olandelayo wokushaqeka kwempahla usondela, amanani ekhadibhodi elimhlophe isikhathi sokulungisa singase singabi sikhulu.
Iphepha lesiko: ukubuyiswa kwentengo kusukela ngoJulayi kubalulekile
Iphepha lesiko yiphepha eliqediwe ngokushesha kakhulu elinokubuyiselwa kwentengo okusheshayo kusukela ngo-2023, i-offsetiphephafuthiiphepha lobucikoamanani akhuphuke ngo-13.6% kanye no-9.1%, ngokulandelana, uma kuqhathaniswa naphakathi noJulayi. Amandla amasha okukhiqiza e-iphepha lamasikokulindeleke ukuthi ibuyele esimweni sayo esijwayelekile ngo-2024, kodwa u-2023 usesesikhundleni esiphezulu sokwethulwa kwamandla. Balindele ukuthi kuzoba namathani ayizigidi ezingu-1.07 ngonyaka amandla azofakwa ekukhiqizweni ekupheleni konyaka, futhi inselele enkulu yemakethe ingase ifike ngo-1H24.
Isizini ye-Pulp:Peak ivuselela ukubuya kwentengo ye-pulp, kodwa ukuqina kwemakethe kuye kwehla
Kanye nokuthuthukiswa kwesidingo sesizini esiphezulu, zonke izinhlobo zephepha eliqediwe zijabulele ukwehla okujwayelekile kwempahla kanye nokwenyuka kwezinga lokuqalisa ngoSepthemba, isidingo se-pulp yasekhaya naso sizuze kulokhu, ekupheleni kwenyanga amasheya e-pulp emachwebeni amakhulu aseShayina ehle ngo-13% uma kuqhathaniswa nokuphela kuka-Agasti, ukwehla okukhulu kwenyanga eyodwa kulo nyaka. Ukwanda kwe-pulp yasekhaya ebanzi kanye ne-coniferous kusukela ekupheleni kukaSepthemba, ngokulandelana, kukhuphuke ngokushesha ngo-14.5% kanye no-9.4%, izinkampani ezinkulu ze-pulp zaseNingizimu Melika nazo zisanda kuphakamisa intengo ye-pulp eya eShayina ngoNovemba ngo-7-8%.
Kodwa-ke, ngemva koSuku Lukazwelonke, ukuqina emakethe yasekhaya kuye kwehla njengoba isidingo esingezansi sehlile emaphethelweni kanti abathengisi bokungenisa ama-pulp nabo bakhuphule ukuthunyelwa. Balindele ukuthi u-2023-2024 ube yingqophamlando yokwethulwa komthamo wama-pulp wamakhemikhali, futhi njengoba iningi lomthamo wama-pulp wezimpahla ezintsha livela ezifundeni ezikhiqizayo ezingabizi kakhulu, ukulinganiswa kabusha kokuhlinzekwa kwama-pulp kanye nesidingo nakho kungase kuhlale kungaqedwanga.
Isikhathi sokuthunyelwe: Novemba-04-2023