Financial Associated Press, Lub Rau Hli 22, cov neeg sau xov xwm los ntawm Financial Associated Press tau kawm los ntawm ntau qhov chawcov thawv khoom plig chocolate zoo tshaj plawstias nyob rau hauv lub quarter thib ob ntawm lub xyoo no, qhov kev thov tag nrho rau kev lag luam ntawvlub thawv godiva chocolateraug kev nyuaj siab, thiab tsuas yog cov ntawv hauv tsev thiab lwm yam lag luam thiaj li vam meej.
Raws li lub caij nyoog siab tshaj plaws ntawm Q3 tab tom los txog, kev yuav khoom pulp tseem yog lub teeb, thiab ntawvlub thawv khoom plig chocolatescov tuam txhab feem ntau siv cov khoom lag luam pheej yig thaum ntxov. Kev lag luam xav tias kev ua lag luam Q3cov hom chocolate uas muaj thawvyuav tsis zoo zuj zus tuaj, lossis nws yuav qhia txog qhov txias thiab tom qab ntawd sov dua.
Nws yuav tsum tau sau tseg tias txawm hais tias qhov kev thov tseem txuas ntxiv tswj kev rov qab los ntawm cov khoom siv raw pulp, cov chaw tsim khoom pulp txawv teb chawsncuav mog qab zib chocolate hauv lub thawvtsis ntev los no tau txo qis kev tsim khoom thiab nce nqi ntau zaus, thiab lawv txoj kev txaus siab los nce nqi tau muaj zog dua.lub thawv loj ua ntej yob
Raws li tus nqi ntawm cov ntawv ntim khoomcov thawv rau chocolatestseem pheej poob qis, kev lag luam ntawv ntim khoom kuj tseem tab tom ua kom nws txoj kev hloov pauv sai dua, thiab muaj kev nyiam tsom mus rau cov tuam txhab saum toj kawg nkaus.
Tsis ntev los no, muaj xov xwm txog kev kaw cov thawv me me thiab nruab nrab thiab cov ntawv corrugated.lub thawv chocolate trufflecov tuam txhab nyob rau sab qab teb ntawm Tuam Tshoj. Tib lub sijhawm, cov ntawv ua lag luamlag luam wholesale chocolate thawvcov tuam txhab suav nrog Nine Dragons Paper thiab Shanying International tab tom nthuav dav peev xwm tsim khoom.
Raws li Zhuo Chuang Cov Ntaub Ntawv, txij xyoo 2023 txog 2025, yuav muaj 8 lab tons ntawm lub peev xwm tsim khoom tshiab rau cov thawv ntawv thiab cov ntawv corrugated.lub thawv khoom qab zib chocolate, uas lub peev xwm tsim khoom tshiab yuav ntau dua hauv xyoo 2023. Nws tau npaj los nce lub peev xwm tsim khoom ntawm 4.9 lab tons ntawm cov ntawv thawv thiab 1.3 lab tons ntawm cov ntawv corrugated. Cov toj roob hauv pes muab khoom yuav xoob dua. Lub peev xwm tsim khoom tshiab feem ntau yog tsom mus rau cov tuam txhab ua lag luam. Raws li cov ntaub ntawv ntawm Zhuo Chuang Information, txij xyoo 2023 txog 2024, Nine Dragons Paper thiab Shanying International yuav nthuav lawv lub peev xwm tsim khoom mus rau 2.05 lab tons thiab 1 lab tons feem.
Raws li kev tshuaj xyuas ntawm Debon Securities, nrog rau kev nruj ntawm cov cai tiv thaiv ib puag ncig, "kev txwv tsis pub pov tseg" tsa qhov pib ntawm kev lag luam, thiab kev siv txoj cai xoom-tax rau cov ntawv xa tuaj, cov tuam txhab ntawv corrugated hauv tebchaws tau siv lub sijhawm los nqis peev sai sai rau hauv pulp thiab ntawv.cov thawv chocolate pheej yigmuaj peev xwm tsim khoom hauv tsev thiab txawv teb chaws. Kev txhim kho lub peev xwm los tswj cov peev txheej sab saud thiab tswj cov nqi yuav ntxiv dag zog rau kev lag luam.lub thawv luam yeeb ib txwm muaj
Hauv qhov no, Zhang Xinyuan, tus tuav ntaub ntawv ntawm Co-Found think tank, tau hais hauv kev xam phaj nrog tus neeg sau xov xwm los ntawm Securities Daily tias kev nce ntxiv ntawm kev lag luam concentration yog qhov tshwm sim tsis zam ntawm kev hloov pauv ntawm cov ntawv ntim khoom thiab lwm yam kev lag luam. "Tam sim no, kev sib tw hauv cov ntawv ntim khoom thiab lwm yam kev lag luam yog qhov hnyav, thiab feem ntawm kev ua lag luam tau tawg ua tej daim. Txawm li cas los xij, qee lub tuam txhab ua lag luam tau pib nce kev lag luam concentration los ntawm kev txhawb nqa kev sib koom ua ke thiab kev yuav khoom, kev koom ua ke ntawm cov peev txheej, thiab lwm yam, thiab ntxiv dag zog rau lawv tus kheej cov txiaj ntsig sib tw thiab feem ntawm kev ua lag luam." Zhang Xinyuan tau hais tias, yav tom ntej, nrog rau kev sib tw ntawm kev ua lag luam thiab kev ua kom nrawm ntawm kev hloov pauv ntawm kev lag luam, kev sib sau ua ke ntawm kev lag luam yuav tsum tau txhim kho thiab concentration ntxiv, thiab cov txiaj ntsig sib tw ntawm cov tuam txhab ua lag luam kuj tseem yuav raug sib sau ua ke thiab txhawb nqa ntxiv.
Txawm li cas los xij, raws li tus neeg hais los saum toj no uas saib xyuas Sun Paper, cov tuam txhab ntawv me thiab nruab nrab tseem yuav tswj hwm qee qhov chaw nyob vim muaj ntau yam xws li qhov kev teeb tsa ntawm cov tuam txhab ua lag luam thiab cov nqi thauj khoom.
Hauv kev xam phaj nrog cov neeg sau xov xwm, Hong Tao, tus xibfwb ntawm Beijing Technology thiab Business University, ntseeg tias kuv lub tebchaws "kev txwv yas" yuav raug siv tag nrho hauv xyoo 2025, ua ke nrog kev siv khoom sai thiab nquag hauv xyoo 2023, nws yuav txhawb kev rov tsim kho dua tshiab ntawm kuv lub tebchaws kev lag luam ntawv ntim khoom. "Cov lag luam ua lag luam yuav ua lub luag haujlwm tseem ceeb ntxiv, thiab cov lag luam ntawv ntim khoom me thiab nruab nrab kuj tseem yuav qhib qhov chaw ua lag luam rau kev txhim kho tus cwj pwm." Hong Tao hais
Lub sijhawm tshaj tawm: Lub Rau Hli-26-2023