Umthombo ovela ku-Wisdom Finance
I-Huatai Securities ikhiphe umbiko wocwaningo wokuthi kusukela ngoSepthemba, uchungechunge lwemboni ye-pulp nephepha lubone izimpawu ezinhle kakhulu ohlangothini lwesidingo. Abakhiqizi bamaphepha abaqediwe ngokuvamile bavumelanise amanani abo okuqalisa ngokunciphisa inani lempahla.
Izintengo ze-Pulp nephepha ngokuvamile ziyakhuphuka, futhi inzuzo yochungechunge lwemboni iye yaba ngcono. Bakholelwa ukuthi lokhu kukhombisa iqiniso lokuthi imboni ayiqhelile endaweni yokulingana kwesidingo sokuhlinzekwa kwempahla uma kuqhathaniswa nesizinda sesizini esiphezulu. Kodwa-ke, ngakolunye uhlangothi, njengoba isikhathi sokukhishwa okuphezulu kwemboni singakadluli, ukuhlehliswa kokuphakelwa kanye nesidingo kusesengaphambi kwesikhathi kakhulu.
NgoSepthemba, ezinye zezinkampani ezihamba phambili embonini zamemezela ukwehla ekwakhiweni kwamaphrojekthi athile, ukukhula okuphezulu kohlangothi lokuhlinzekwa kwemboni ye-pulp nephepha kulindeleke ukuthi kwehluke ngo-2024, kanti nokuhlinzekwa okusha kwezinhlobo ezithile kulindeleke ukuthi kwehle ijubane. , esiza imboni ukuthi iphinde ilinganisele.
Ibhokisi lebhokisi likathayela: Izimpahla zokugaya amaphepha zehlele ezingeni eliphansi, zisekela ukukhuphuka kwamanani
Ngenxa yenkathi ephezulu yokusetshenziswa kwe-Mid-Autumn Festival kanye Nosuku Lukazwelonke kanye nokugcwaliswa kwempahla ephansi komfula, ukuthunyelwa kwamabhodi kathayela kukhule kakhulu kusukela ngoSepthemba. Isitoreji sehlile sisuka ezinsukwini eziyi-14.9 ekupheleni kuka-Agasti saya esilinganisweni sezinsuku ezingu-6.8 (kusukela ngo-Okthoba 18), izinga eliphansi eminyakeni emithathu edlule.
Ukuvuselelwa kwentengo yephepha kusheshisiwe ngemva kukaSepthemba futhi sekuphinde kwakhuphuka ngo-+5.9% kusukela maphakathi no-Agasti. Ukukhula kwamandla kathayela we-boxboard kulindeleke ukuthi kwehle kakhulu ngo-2024 uma kuqhathaniswa no-2023 njengoba izinkampani ezihamba phambili zehlisa isivinini sokwakhiwa kwephrojekthi ethile. Balindele amazinga aphansi we-inventory ukusekela amanani ebhodi likathayela ngesizini ephezulu. Nokho, kusukela ngo-August, umthamo omusha wokukhiqiza uye washesha, futhi isisekelo sokuhlehliswa kokunikezwa kanye nesidingo asikakaqini, 1H24 noma kusadingeka sibhekane novivinyo olunzima kakhulu lwemakethe.
Ibhodi lendlovu: ukunikezwa kwesizini ephezulu kanye nokuzinziswa kwesidingo, ukushaqeka kokunikezwa kuyasondela
Kusukela ngo-September,C1s Ibhodi Lendlovuukunikezwa kwemakethe nokufunwa kuzinzile, kusukela ngo-Okthoba 18, i-inventory eqhathaniswa nokuphela kuka-August -4.4%, kodwa namanje isezingeni eliphezulu eminyakeni yamuva. Ecatshangelwa ukukhuphuka ngokushesha kwamanani entengo yasekhaya emasontweni amabili edlule, amanani ekhadibhodi amhlophe aphinde akhuphuka ngemva koSuku Lwezwe. Uma ukuqaliswa kusebenza, amanani amanje amakhadibhodi amhlophe kulindeleke ukuthi aphinde abophe ngo-12.7% uma kuqhathaniswa maphakathi noJulayi. Ngokuphothulwa kokufakwa kwezinga elikhuluI-C2s Ikhadi Lobuciko Elimhlopheamaphrojekthi e-Jiangsu, umzuliswano olandelayo wokushaqeka kokuphakelayo uyasondela, amanani ekhadibhodi amhlophe esinye isikhathi sokulungisa singase singabi yinsada.
Iphepha lamasiko: ukubuyiswa kwentengo kusukela ngoJulayi kubalulekile
Iphepha lesiko liyiphepha eliqedwe elishesha kakhulu elinenani elisheshayo lokutholwa kusukela ngo-2023, i-offsetiphephafuthiiphepha lobucikoamanani aphinde akhuphuka ngo-13.6% no-9.1%, ngokulandelana, uma kuqhathaniswa maphakathi noJulayi. Umthamo omusha wokukhiqiza weiphepha lamasikokulindeleke ukuthi ibuyele kokujwayelekile ngo-2024, kodwa u-2023 usesezingeni eliphezulu lokwethulwa kwamandla. Balindele ukuthi kusazoba namathani ayizigidi ezingu-1.07/unyaka womthamo ozofakwa ekukhiqizeni ekupheleni konyaka, futhi inselelo enkulu yemakethe isengafika ngo-1H24.
I-Pulp: Isizini ephakeme kakhulu ivuselela intengo ye-pulp, kodwa ukuqina kwemakethe kwehlile
Kanye nokuthuthukiswa kwesidingo sesizini ephakeme, zonke izinhlobo zamaphepha aqediwe zijabulele ukwehla kokusungula okujwayelekile kanye nokwenyuka kwezinga lokuqalisa ngoSepthemba, isidingo sasekhaya se-pulp sazuza kulokhu, ekupheleni kwenyanga amasheya we-pulp emachwebeni amakhulu aseChina awela. ngo-13% uma kuqhathaniswa nokuphela kuka-Agasti, ukwehla okukhulu kwenyanga eyodwa kulo nyaka. Ukukhula kwe-domestic broadleaf kanye ne-coniferous pulp kusukela ekupheleni kukaSepthemba, ngokulandelana, kukhuphuke ngokushesha ngo-14.5% no-9.4%, izigayo ezinkulu zaseNingizimu Melika nazo zisanda kunyusa intengo ye-pulp e-China ngo-November ngo-7-8%).
Kodwa-ke, ngemuva koSuku LukaZwelonke, ukucinana emakethe yasekhaya kuye kwadamba njengoba isidingo somfula sehlile emaphethelweni futhi abadayisi bamazwe angaphandle bakwanyusile ukuthunyelwa. Balindele ukuthi unyaka ka-2023-2024 ube umvuthwandaba wokwethulwa komthamo wamakhemikhali, futhi ngomthamo omusha we-pulp wempahla ovela ezifundeni ezikhiqiza izindleko eziphansi, ukulingana kabusha kokuhlinzekwa kwe-pulp kanye nesidingo nakho kungase kuhlale kungaqediwe.
Isikhathi sokuthumela: Nov-04-2023