Txij li xyoo tas los no, kev lag luam ntawv tau nyob rau hauv ntau yam kev ntxhov siab xws li "kev xav tau qis, kev poob siab, thiab kev cia siab tsis muaj zog".Cov yam ntxwv xws li nce cov khoom nyoos thiab cov khoom siv hluav taws xob thiab cov nqi hluav taws xob tau thawb cov nqi, ua rau muaj kev poob qis hauv kev lag luam cov txiaj ntsig kev lag luam.
Raws li kev txheeb cais ntawm Oriental Fortune Choice, txij li lub Plaub Hlis 24, 16 ntawm 22 lub tuam txhab A-share tau teev npe ua lag luam tau tshaj tawm lawv cov ntawv tshaj tawm xyoo 2022.Txawm hais tias 12 lub tuam txhab tau ua tiav kev loj hlob ntawm cov nyiaj tau los xyoo tas los, tsuas yog 5 lub tuam txhab tau nce lawv cov nyiaj tau los xyoo tas los., thiab qhov seem 11 tau ntsib kev poob qis ntawm qhov sib txawv."Kev nce nyiaj tau los yog qhov nyuaj kom tau txais txiaj ntsig" tau dhau los ua duab ntawm kev lag luam ntawv hauv 2022.chocolate box
Nkag mus rau 2023, " foob pob hluav taws" yuav dhau los ua kev vam meej.Txawm li cas los xij, kev nyuaj siab los ntawm kev lag luam ntawv tseem muaj, thiab nws tseem nyuaj dua los siv ntau hom ntawv, tshwj xeeb tshaj yog cov ntawv ntim khoom xws li lub thawv ntawv, corrugated, daim npav dawb, thiab cov ntawv dawb, thiab lub caij nplooj ntoos hlav tseem tsis muaj zog.Thaum twg kev lag luam ntawv yuav ua rau kaj ntug?
Kev lag luam honed nws cov kev txawj sab hauv
Tham txog qhov chaw sab hauv thiab sab nraud ntsib los ntawm kev lag luam ntawv hauv xyoo 2022, cov tuam txhab thiab cov kws tshuaj ntsuam tau mus txog qhov kev pom zoo: Nyuaj!Qhov nyuaj yog nyob rau hauv qhov tseeb hais tias cov nqi ntawm cov ntoo pulp ntawm tus nqi kawg yog nyob rau hauv keeb kwm siab theem, thiab nws yog ib qhov nyuaj rau nce nqi vim lub sluggish downstream xav tau, "ob leeg kawg yog nyem".Sun Paper tau hais hauv lub tuam txhab daim ntawv tshaj tawm txhua xyoo tias 2022 yuav yog xyoo nyuaj tshaj plaws rau kuv lub teb chaws kev lag luam ntawv txij li thaum muaj teeb meem nyiaj txiag thoob ntiaj teb xyoo 2008.
Txawm hais tias muaj teeb meem zoo li no, xyoo dhau los, los ntawm kev siv zog tsis tu ncua, tag nrho cov ntawv kev lag luam tau kov yeej cov lus hais saum toj no ntau yam tsis zoo, ua tiav cov khoom lag luam tsis tu ncua thiab nce me ntsis, thiab lav cov khoom lag luam ntawm cov khoom siv ntawv.
Raws li cov ntaub ntawv tso tawm los ntawm National Bureau of Statistics, General Administration ntawm Kev lis kev cai thiab Tuam Tshoj Paper Association, nyob rau hauv 2022, lub teb chaws cov zis ntawm daim ntawv thiab cardboard yuav yog 124 lab tons, thiab kev khiav hauj lwm cov nyiaj tau los ntawm cov ntawv thiab cov khoom lag luam saum toj no tau raug xaiv. qhov loj me yuav yog 1.52 trillion yuan, ib xyoos ib zaug nce ntawm 0.4%.62.11 billion yuan, ib xyoos ib zaug poob ntawm 29.8%.hnub box
Lub sijhawm "kev lag luam hauv qab" tseem yog lub sijhawm tseem ceeb rau kev hloov pauv thiab hloov kho dua tshiab, lub sijhawm sib koom ua ke uas ua kom nrawm nrawm ntawm cov peev txheej tsim tawm tsis tu ncua thiab tsom mus rau kev hloov kho kev lag luam.Raws li daim ntawv tshaj tawm txhua xyoo, xyoo dhau los, muaj ntau lub tuam txhab teev npe tau ua“ntxiv dag zog rau lawv cov kev txawj sab hauv”nyob ib ncig ntawm lawv cov tswv yim tsim los txhim kho lawv cov kev sib tw tseem ceeb.
Cov kev taw qhia tseem ceeb tshaj plaws yog txhawm rau txhawm rau txhawm rau xa cov ntawv ua lag luam rau "kev koom ua ke hav zoov, cov ntaub so ntswg thiab ntawv" txhawm rau kom muaj peev xwm ua kom cov kev lag luam hloov pauv hloov pauv.
Ntawm lawv, thaum lub sijhawm tshaj tawm, Sun Paper tau pib siv txoj haujlwm tshiab kev ua liaj ua teb-pulp-paper kev koom ua ke hauv Nanning, Guangxi, ua rau lub tuam txhab "peb lub hauv paus loj" hauv Shandong, Guangxi, thiab Nplog kom ua tiav kev sib koom tes zoo thiab ua kom tiav qhov kev teeb tsa lub tswv yim qhov tsis txaus hauv kev lag luam tau tso cai rau lub tuam txhab kom ua tiav qib tshiab nrog tag nrho cov ntaub ntawv thiab cov ntawv tsim muaj peev xwm ntau dua 10 lab tons, uas tau qhib qhov chaw dav dav rau kev loj hlob rau lub tuam txhab;Chenming Paper, uas tam sim no muaj peev xwm ntawm cov ntaub ntawv thiab cov ntawv ntau dua 11 lab tons, tau ua tiav kev txaus siab ntawm tus kheej los ntawm kev ua kom tus kheej txaus "zoo thiab muaj nuj nqis" ntawm cov khoom siv pulp, ntxiv los ntawm kev hloov pauv cov tswv yim, suav nrog tus nqi kom zoo dua. cov khoom siv raw;Thaum lub sij hawm tshaj tawm, cov tshuaj xyoob pulp technical transformation project ntawm Yibin Ntawv tau ua tiav thiab muab tso rau hauv kev ua haujlwm, thiab cov khoom siv hluav taws xob txhua xyoo tau nce ntxiv.lub thawv luam yeeb tsis tu ncua
Qhov tsis muaj zog ntawm kev thov hauv tsev thiab kev loj hlob zoo ntawm kev lag luam txawv teb chaws kuj yog ib qho tseem ceeb ntawm kev lag luam ntawv xyoo tas los.Cov ntaub ntawv qhia tias xyoo 2022, kev lag luam ntawv yuav xa tawm 13.1 lab tons ntawm pulp, ntawv thiab ntawv cov khoom, ib xyoos ib zaug nce ntawm 40%;tus nqi xa tawm yuav yog 32.05 billion US dollars, ib xyoos ib zaug nce ntawm 32.4%.Ntawm cov tuam txhab teev npe, qhov ua tau zoo tshaj plaws yog Chenming Ntawv.Lub tuam txhab cov nyiaj tau los ntawm kev muag khoom hauv kev lag luam txawv teb chaws hauv 2022 yuav ntau dua 8 billion yuan, ib xyoos ib zaug nce ntawm 97.39%, deb tshaj li qib kev lag luam thiab ntaus cov ntaub ntawv siab.Tus neeg cuam tshuam ntawm lub tuam txhab tau hais rau "Securities Daily" tus neeg sau xov xwm tias ntawm ib sab, nws tau txais txiaj ntsig los ntawm ib puag ncig sab nraud, thiab ntawm qhov tod tes, nws kuj tau txais txiaj ntsig los ntawm lub tuam txhab txoj kev tawm tswv yim txawv teb chaws hauv xyoo tas los no.Tam sim no, lub tuam txhab tau pib tsim lub ntiaj teb kev muag khoom network.
Kev lag luam cov txiaj ntsig rov qab yuav maj mam paub
Nkag mus rau xyoo 2023, qhov xwm txheej ntawm kev lag luam ntawv tsis tau txhim kho, thiab txawm hais tias cov ntawv sib txawv ntsib cov xwm txheej sib txawv hauv kev lag luam hauv qab, tag nrho, qhov siab tsis tau txo qis.Piv txwv li, kev lag luam ntim ntawv xws li boxboard thiab corrugated tseem poob rau hauv kev kub ntxhov mus ntev hauv thawj peb lub hlis twg.Downtime, qhov teeb meem ntawm tus nqi tas mus li poob.
Thaum lub sijhawm xam phaj, ntau tus kws tshuaj ntsuam xyuas kev lag luam los ntawm Zhuo Chuang Cov Ntaub Ntawv tau qhia rau cov neeg sau xov xwm tias nyob rau thawj peb lub hlis twg ntawm lub xyoo no, cov khoom lag luam ntawm cov ntawv dawb dawb tau nce tag nrho, qhov kev thov qis dua qhov xav tau, thiab tus nqi tau poob siab. .Hauv lub quarter thib ob, kev ua lag luam yuav nkag mus rau lub caij nyoog ntawm kev lag luam noj.Nws xav tias kev ua lag luam yuav Qhov chaw ntawm lub ntiajteb txawj nqus tseem yuav poob;corrugated ntawv lag luam tsis muaj zog nyob rau hauv thawj peb lub hlis twg, thiab qhov tsis sib xws ntawm cov khoom siv thiab kev xav tau yog qhov tseem ceeb.Tawm tsam keeb kwm yav dhau los ntawm kev nce hauv cov ntawv ntim khoom txawv teb chaws, cov nqi ntawv tau raug siab.Nyob rau hauv lub quarter thib ob, corrugated ntawv kev lag luam tseem nyob rau hauv ib txwm off-season rau noj..
"Hauv thawj peb lub hlis twg ntawm cov ntawv kab lis kev cai, ob daim ntawv nplaum tau pom tias muaj kev txhim kho tseem ceeb, feem ntau yog vim qhov poob qis hauv cov nqi pulp, thiab kev txhawb nqa ntawm lub caij nyoog ntawm kev xav tau, kev lag luam hauv nruab nrab ntawm lub ntiajteb txawj nqus tau muaj zog thiab tsis muaj zog thiab lwm yam. , tab sis kev ua tau zoo ntawm kev txiav txim siab hauv zej zog yog qhov nruab nrab, thiab tus nqi nruab nrab ntawm lub ntiajteb txawj nqus nyob rau hauv lub quarter thib ob yuav muaj qhov xoob me ntsis. "Zhuo Chuang Tus Kws Tshuaj Ntsuam Xyuas Xov Xwm Zhang Yan tau hais rau "Securities Daily" tus neeg sau xov xwm.
Raws li qhov xwm txheej ntawm cov tuam txhab teev npe uas tau tshaj tawm lawv thawj peb lub hlis twg cov ntawv ceeb toom rau 2023, kev txuas ntxiv ntawm kev lag luam tag nrho cov teeb meem hauv thawj peb lub hlis twg ntxiv rau cov tuam txhab cov nyiaj tau los.Piv txwv li, Bohui Paper, tus thawj coj ntawm daim ntawv dawb, poob 497 lab yuan hauv cov nyiaj tau los hauv thawj peb lub hlis twg ntawm lub xyoo no, qhov txo qis ntawm 375.22% ntawm tib lub sijhawm hauv 2022;Qifeng Cov Khoom Tshiab kuj poob 1.832 lab yuan hauv cov nyiaj tau los hauv thawj peb lub hlis twg, ib xyoos ib zaug poob ntawm 108.91%.preroll huab tais loj lub thawv
Nyob rau hauv no hais txog, vim li cas muab los ntawm kev lag luam thiab lub tuam txhab tseem yog qhov tsis muaj zog thov thiab qhov kev sib cav ntau ntxiv ntawm cov khoom siv thiab kev thov.Raws li hnub so "Tsib Hlis 1" tab tom los txog, "cov foob pob hluav taws" hauv kev ua lag luam tau muaj zog dua, tab sis vim li cas ho tsis muaj kev hloov pauv hauv kev lag luam ntawv?
Fan Guiwen, tus thawj coj ntawm Kumera (Tuam Tshoj) Co., Ltd., tau hais rau "Securities Daily" tus neeg sau xov xwm tias "kub" "hluav taws kub" hauv xov xwm tiag tiag tsuas yog txwv rau thaj tsam thiab kev lag luam.maj mam vam meej. ""Kev lag luam yuav tsum tseem nyob rau theem ntawm kev zom cov khoom muag hauv tes ntawm cov neeg muag khoom.Nws cia siab tias tom qab hnub so May Hnub, yuav tsum muaj kev thov rau kev txiav txim ntxiv. "Fan Guiwen hais.
Txawm li cas los xij, ntau lub tuam txhab tseem muaj kev cia siab txog kev txhim kho mus sij hawm ntev ntawm kev lag luam.Sun Paper tau hais tias kuv lub teb chaws kev lag luam tam sim no rov zoo tag nrho.Raws li kev lag luam tseem ceeb ntawm cov khoom siv raw khoom, kev lag luam ntawv yuav tsum tau ua kom muaj kev loj hlob ruaj khov los ntawm kev rov qab los (rov qab) ntawm tag nrho cov kev xav tau.
Raws li kev soj ntsuam ntawm Southwest Securities, lub davhlau ya nyob twg xav tau ntawm cov ntawv ua lag luam yuav tsum tuaj tos raws li qhov kev cia siab ntawm kev siv rov qab, uas yuav ua rau tus nqi ntawv nce, thaum qhov kev cia siab ntawm cov nqi pulp yuav maj mam nce.
Post lub sij hawm: May-04-2023