Qhov xwm txheej ntawm kev lag luam (lub thawv luam yeeb)
Cov ntaub ntawv kev lag luam thaum Lub Kaum Ob Hlis qhia tau tias ob qho tib si kev thov hauv tsev thiab sab nraud txuas ntxiv mus zuj zus. Tag nrho cov muag khoom ntawm cov khoom siv tau nce 7.4% xyoo-rau-xyoo (Lub Kaum Ib Hlis: +10.1%). Tsis suav nrog qhov qis qis thaum kawg ntawm xyoo 2022, qhov nruab nrab ntawm kev loj hlob ob xyoos hauv lub hlis ntawd yog +2.7% (Lub Kaum Ib Hlis: +1.8%). Kev loj hlob ntawm kev siv tsheb thiab kev noj haus tseem muaj zog heev, nrog rau qhov nruab nrab ntawm kev loj hlob ob xyoos hauv Lub Kaum Ob Hlis ncav cuag +7.9% thiab +5.7% feem, thaum kev siv hauv lwm pawg kuj tau zoo dua (qhov nruab nrab ntawm kev loj hlob ob xyoos hauv Lub Kaum Ob Hlis yog +0.8%, thiab thaum Lub Kaum Ib Hlis +0.0%). Tus nqi xa khoom hauv Lub Kaum Ob Hlis yog +2.3% xyoo-rau-xyoo, ntxiv nrawm dua los ntawm Lub Kaum Ib Hlis (+0.5%). Raws li kev lag luam ua ntawv maj mam nkag mus rau lub caij tawm, tus nqi ntawm cov khoom pulp thiab ntawv feem ntau tau poob qis tsis ntev los no. Txawm li cas los xij, peb ntseeg tias qhov kev loj hlob ruaj khov tam sim no ntawm kev thov yog qhov ruaj khov. Raws li kev loj hlob ntawm kev muab khoom muaj zog hauv xyoo 2022-2023 maj mam zom thiab lub peev xwm tsim khoom tshiab feem ntau raug txo qis hauv xyoo 2024, kev lag luam maj mam mus txog qhov chaw sib npaug ntawm kev muab khoom thiab kev thov.
Lub thawv ntawv corrugated: kev rov qab los ntawm tus nqi tsis zoo ua ntej lub caij nplooj ntoo hlav, thiab kev sib raug zoo ntawm kev muab khoom thiab kev thov tseem tsis khov kho.(lub thawv luam yeeb)
Tus nqi ntawm lub thawv ntawv thiab ntawv corrugated tau nce 50-100 yuan / ton thaum Lub Kaum Ob Hlis, tab sis qhov kev rov qab los ntawm tus nqi no tsis tau mus zoo. Cov tuam txhab ua lag luam tau muab cov luv nqi rov qab thaum lub caij so Xyoo Tshiab thiab txuas ntxiv siv lawv tom qab ntawd, tsav tsheb tag nrho tus nqi lag luam kom poob txij li xyoo 2024. Qhov kev rov qab los ntawm tus nqi tsis zoo thaum lub caij khaws khoom siab tshaj plaws ua ntej Lub Caij Nplooj Ntoos Hlav qhia tau hais tias kev sib raug zoo ntawm kev muab khoom thiab kev thov hauv kev lag luam tseem tsis ruaj khov. Tus nqi CIF ntawm cov ntawv kraft xa tuaj txuas ntxiv nce me ntsis thaum Lub Kaum Ob Hlis. Qhov zoo dua ntawm tus nqi dua li ntawv kraft hauv tsev tau nyob rau ntawm nws qib me tshaj plaws txij li thaum pib ntawm xyoo 2023. Kev loj hlob ntawm cov ntawv tiav xa tuaj yuav qeeb qeeb. Txawm hais tias kev sib raug zoo ntawm kev muab khoom thiab kev thov tam sim no tseem tsis muaj zog, vim tias kev nthuav dav ntawm kev muab khoom qeeb qeeb, peb xav tias kev rov qab sib npaug ntawm kev muab khoom thiab kev thov hauv kev lag luam yuav ua rau nyuaj dua.
Daim ntawv dawb: kev sib tw ua lag luam yuav yog qhov txhawj xeeb tom qab xyoo 2025.(lub thawv luam yeeb)
Txij li thaum kawg ntawm lub Kaum Ob Hlis, tus nqi ntawm cov ntawv dawb tau hloov ntawm kev nce mus rau kev poob. Txij li thaum Lub Ib Hlis 17, tus nqi tau poob los ntawm 84 yuan / ton (1.6%) piv rau thaum kawg ntawm xyoo 2023. Ua tsaug rau qhov kev rov ua dua ntawm cov khoom muag hauv qab, qhov nruab nrab ntawm cov khoom muag ntawm cov tuam txhab tsim khoom tau poob rau 18 hnub (24 hnub hauv tib lub sijhawm hauv xyoo 2023). Peb xav tias qhov ntawd tau tsav los ntawm cov qauv ntawm "hloov yas nrog ntawv" thiab "hloov grey nrog dawb", qhov kev thov rau cov ntawv dawb yuav tsum tswj hwm kev loj hlob zoo. Nrog rau kev loj hlob ntawm kev muab khoom poob qis hauv xyoo 2024, qhov kev tsis sib haum xeeb ntawm kev muab khoom thiab kev thov rau cov ntawv dawb yuav tsum txo qis hauv cov theem. Txawm li cas los xij, nyob rau hauv nruab nrab mus rau lub sijhawm ntev, kev txaus siab rau kev nqis peev hauv thaj chaw ntawm cov ntawv dawb tseem siab. Txij li thaum Lub Kaum Ob Hlis, ob qhov project nrog lub peev xwm txhua xyoo ntawm ntau dua 1 lab tons ib xyoos, Jiangsu Asia Pacific Senbo Phase II thiab Hainan Jinhai, tau tshaj tawm qhov kev nce qib ua ntej. Yog tias qhov kev nce qib tom qab mus zoo, rau qhov project loj lab-ton rau cov ntawv dawb..
Daim ntawv kab lis kev cai: Tus nqi poob qis tau nrawm dua txij li thaum xaus xyoo 2023.(lub thawv luam yeeb)
Txij li thaum kawg ntawm xyoo 2023, tus nqi ntawm cov ntawv kab lis kev cai tau poob qis dua. Txij li thaum Lub Ib Hlis 17, tus nqi ntawm cov ntawv offset tau poob qis los ntawm 265 yuan / ton (4.4%) piv rau thaum kawg ntawm xyoo 2023, uas yog qhov poob qis tshaj plaws ntawm cov ntawv loj txij li thaum pib ntawm lub xyoo. Cov khoom muag ntawm cov chaw tsim khoom kuj tau nce mus txog 24.4 hnub (25.0 hnub hauv tib lub sijhawm hauv xyoo 2023), uas yog qhov siab tshaj plaws hauv keeb kwm rau tib lub sijhawm. Vim yog kev tso tawm ntawm lub peev xwm tsim khoom thaum kawg ntawm xyoo 2023 thiab thaum ntxov ntawm xyoo 2024, kev rov ua dua ntawm cov khoom muag los ntawm cov neeg siv hauv qab xyoo 2023, thiab kev tso tawm ntawm kev thov los ntawm kev rov qab los ntawm kev mus ncig, nws yuav nyuaj rau rov ua dua hauv xyoo 2024. Cov ntawv kab lis kev cai yuav yog hom ntawv tseem ceeb nrog cov teeb meem hnyav tshaj plaws hauv 1H24.
Cov ntoo pulp: Lub zog sab nraud thiab qhov tsis muaj zog sab hauv tseem txuas ntxiv mus, thiab tej zaum yuav muaj teeb meem kev xa khoom tsim nyog tau txais kev saib xyuas.(lub thawv luam yeeb)
Txij li thaum Lub Kaum Ob Hlis los, tus nqi ntawm cov khoom siv hauv tsev tau poob qis dua, thiab cov nqi ntawm cov khoom siv hauv tsev tau poob qis dua, thiab cov nqi ntawm cov khoom siv hauv tsev tau nce ntxiv. Txij li thaum Lub Ib Hlis 17, tus nqi ntawm cov khoom siv hauv tsev ntawm cov nplooj dav thiab cov nplooj mos tau qis dua 160 yuan / ton thiab 179 yuan / ton piv rau kev lag luam sab nraud. Vim yog kev lag luam xa khoom nruj vim yog kev hloov pauv ntawm Red Sea channel, peb xav tias kev xa khoom ntawm cov khoom siv ntoo tuaj txawv teb chaws yuav maj mam cuam tshuam ntau dua. Xav txog qhov cuam tshuam ntawm lub voj voog thauj khoom, qhov cuam tshuam rau kev muag khoom hauv tsev yuav loj dua hauv ob peb lub hlis tom ntej. Xav txog, yog li hloov qhov xwm txheej tam sim no ntawm cov nqi khoom siv uas muaj zog sab nraud tab sis tsis muaj zog sab hauv. Hauv lub sijhawm nruab nrab, lub peev xwm tsim khoom hauv tsev thiab txawv teb chaws yuav nyob rau theem siab hauv xyoo 2024, thiab tus nqi ntawm cov khoom siv hauv tsev yuav txuas ntxiv mus.
Txij li xyoo 2022, kev lag luam ntawv hauv Suav teb yuav pib nthuav dav. Cov tuam txhab ntawv xws li Nine Dragons Paper, Sun Paper, Xianhe Paper, thiab Wuzhou Special Paper tau nqis peev rau ntau txhiab lab qhov project, thawb lub nthwv dej ntawm kev nthuav dav ntau lawm mus rau qhov siab tshaj plaws. [Qhov kev nthuav dav ntau lawm no txij li xyoo 2022 txog 2024 xav tias yuav muaj 7.8 lab tons ntawm lub peev xwm tsim khoom tshiab. Ntawm lawv, tsawg kawg 5 lab tons ntawm lub peev xwm tsim khoom ntawv yuav raug tsim nyob rau hauv xyoo 2024.]
Nws tsim nyog sau tseg tias cov ntaub ntawv txog peev xwm tsim khoom uas tau hais los saum toj no yog cov peev xwm tsim khoom uas tau npaj tseg. Xav txog tias feem ntau nws yuav siv sijhawm li ob xyoos rau ib qhov project ua ntawv kom txog thaum tsim tau tom qab muab tso rau hauv kev ua haujlwm, 5 lab tons ntawm peev xwm tsim khoom uas tau hais los saum toj no tsis tuaj yeem ua tiav tag nrho xyoo no. Txawm li cas los xij, thaum lub sijhawm uas kev thov tsis muaj zog, txhua qhov "kev kub ntxhov" ntawm sab kev muab khoom txaus los cuam tshuam rau lub siab ntawm cov neeg yuav khoom hauv qab, yog li tsim kev cia siab tias daim ntawv pib yuav "nyuaj rau nce tab sis yooj yim rau poob", ua rau muaj kev nyuaj siab rau cov tuam txhab ntawv hauv qab.
Qhov kev nthuav dav no yog tsom mus rau yav tom ntej thiab kev ntes cov cim qhia txog peev xwm tsim khoom. "Feem ntau ntawm cov peev xwm tsim khoom tshiab yog nyob hauv Guangxi thiab Hubei. Nws muaj feem ntau tias tsuas yog cov chaw no thiaj li tau txais kev pom zoo rau qhov project (cov cim qhia)." Nws tau tshaj tawm tias hauv cov lus tshaj tawm ntawm cov tuam txhab ntawv cuam tshuam, ob lub xeev no tuaj yeem tshaj tawm cov lag luam South China thiab East China thiab ob qho tib si muaj qee cov peev txheej pulp. Lawv tuaj yeem tsim cov kab tsim khoom pulp txhawb nqa thiab muaj kev xa khoom yooj yim. Nws xav tias qhov project yuav muaj qhov zoo dua ntawm sab nqi.
Tab sis nyob rau lub sijhawm luv luv, qhov tuaj txog ntawm lub sijhawm siab tshaj plaws ntawm kev tso tawm peev xwm yuav ua rau kev txhawj xeeb ntawm kev ua lag luam txog qhov tsis sib npaug ntawm kev muab khoom thiab kev thov hauv kev lag luam ntawv. Ib tug neeg los ntawm lub tuam txhab ntawv teev npe tau hais rau tus neeg sau xov xwm los ntawm Financial Associated Press tias qee lub koom haum peev txheej tau hais txog kev txhawj xeeb zoo sib xws, tab sis los ntawm qhov kev xav ntawm cov tuam txhab ntawv, muaj ntau chav rau kev tswj hwm yuav ua li cas tswj kev nce qib ntawm kev tsim kho thiab kev tsim khoom. "Nws tsis zoo li yuav muaj kev poob qis hauv kev thov ua lag luam." Lub sijhawm no, cov tuam txhab tab tom tsom mus rau kev tso tawm peev xwm tsim khoom tshiab."
Qhov tseeb, qhov kev thov qeeb qeeb txuas ntxiv tau yuam kom lub khw rov tshuaj xyuas cov tuam txhab ntawv uas tau nthuav dav kev tsim khoom. Ntau lub tuam txhab teev npe tau raug "ob npaug tua" (ob qho tib si poob qis) hauv kev ua tau zoo thiab tus nqi khoom lag luam. Tus thawj coj hauv kev lag luam Sun Paper kuj tau lees paub hauv kev tshawb fawb ntawm lub koom haum tias kev lag luam muaj peev xwm ntau dhau. , kev tso tawm ntau yog ib qho ntawm cov yam tsis zoo uas cuam tshuam rau kev txhim kho ntawm cov lag luam. Lwm qhov tsis zoo yog tus nqi nce ntawm pulp, zog, thiab lwm yam.
Qhov kev nthuav dav ntawm cov tuam txhab ntawv no yog los tuav cov cim qhia txog peev xwm tsim khoom tsawg. Thaum cov haujlwm loj tau pom zoo thiab siv, lawv yuav maj mam tsim kom muaj txiaj ntsig hauv kev sib tw nqi tom ntej, ua kom muaj zog hloov cov peev xwm tsim khoom qub thiab tshiab hauv cheeb tsam, thiab npaj rau kev nce ntawm cov lag luam hauv lub voj voog kev vam meej tom ntej. Tab sis nws tsis zam tau tias yog tias kev ua lag luam txuas ntxiv mus, qhov kev nce siab luv luv hauv kev muab khoom yuav ua rau muaj kev pheej hmoo ua haujlwm ntawm cov tuam txhab.
Qhov tseeb, qhov kev nthuav dav ntawm kev ua ntawv hauv tsev no kuj tau ua rau nws tus nqi nce ntxiv. Hauv kev lag luam ntawv thoob ntiaj teb tam sim no, Tuam Tshoj tau dhau los ua lub khw zoo tshaj plaws rau cov neeg muab khoom pulp thoob ntiaj teb. Xyoo 2023, qhov kev thov rov ua dua tshiab ntawm cov tuam txhab ntawv hauv tsev yuav muab kev txhawb nqa rau kev lag luam pulp. Piv nrog rau kev lag luam European thiab Asmeskas, qhov kev nce hauv kuv lub teb chaws lub peev xwm tsim khoom tau coj kev thov rov ua dua tshiab ntau dua, thiab tau ua rau cov nqi pulp hauv tsev thawj zaug rov qab los ua ntej lwm lub teb chaws hauv ntiaj teb.
Jinsheng Environmental Protection nyuam qhuav tshaj tawm tias rau kev xav tau kev txhim kho, lub tuam txhab tau nqis peev rau hauv kev tsim kho ntawm ib qho project pulp molded khoom uas zoo rau ib puag ncig nrog cov zis txhua xyoo ntawm 40,000 tons hauv Xingwen County Economic Development Zone, Sichuan xeev. Tag nrho cov peev txheej hauv qhov project yog 400 lab yuan, suav nrog 305 lab yuan hauv kev nqis peev ruaj khov. Cov peev txheej ua haujlwm yog 95 lab yuan. Nws tau npaj yuav tsim ua ob theem, uas theem thawj zaug yuav nqis peev kwv yees li 197.2626 lab yuan los tsim ib txoj kab tsim khoom fiber molded nrog cov zis txhua xyoo ntawm 17,000 tons. Qhov project tau npaj yuav ua tiav hauv 4 xyoos.
Tag nrho thaj av ntawm qhov project yog li ntawm 100 daim av. Tom qab ua tiav qhov project, nws xav tias yuav ua tiav cov nyiaj tau los ntawm kev muag khoom ntawm 560 lab yuan, cov nyiaj tau los ntawm 98.77 lab yuan, thiab cov se ntawm 24.02 lab yuan. Tom qab ua tiav theem thawj zaug, cov nyiaj tau los ntawm kev muag khoom ntawm 238 lab yuan thiab cov nyiaj tau los ntawm 27.84 lab yuan tau ua tiav.
Cov ntaub ntawv tseem ceeb txog cov hom phiaj peev nyiaj (lub thawv luam yeeb):
Lub npe: Sichuan Jinshengzhu Technology Co., Ltd.
Chaw Nyob Sau Npe: No. 5, Taiping East Road, Gusong Town, Xingwen County, Yibin City, Sichuan Province
Lag Luam Tseem Ceeb: Cov haujlwm dav dav: kev pabcuam txhawb nqa thev naus laus zis tshiab; kev tsim cov nyom thiab cov khoom lag luam cuam tshuam; kev tsim cov khoom siv bio-based; kev muag khoom ntawm cov khoom siv bio-based; kev xa khoom tuaj thiab xa tawm; kev tsim cov khoom xyoob; kev muag khoom ntawm cov khoom xyoob. (Tshwj tsis yog cov haujlwm uas xav tau kev pom zoo raws li txoj cai, kev ua lag luam tuaj yeem ua tiav tau ywj pheej nrog daim ntawv tso cai ua lag luam raws li txoj cai) Cov haujlwm tso cai: kev tsim cov khoom siv huv thiab cov khoom siv kho mob pov tseg; kev tsim cov thawv ntim yas thiab cov khoom siv cuab yeej rau zaub mov; kev tsim cov ntawv ntim thiab cov khoom siv thawv rau zaub mov. (Cov haujlwm uas xav tau kev pom zoo raws li txoj cai tsuas yog tuaj yeem ua tiav nrog kev pom zoo ntawm cov chaw haujlwm cuam tshuam. Cov haujlwm lag luam tshwj xeeb yuav tsum raug rau cov ntaub ntawv pom zoo lossis daim ntawv tso cai ntawm cov chaw haujlwm cuam tshuam).
Cov khoom siv xyoob hauv Sichuan suav txog ntau dua 70% ntawm tag nrho lub tebchaws. Xingwen County nyob hauv nruab nrab ntawm thaj chaw ntawm cov khoom siv xyoob, uas tuaj yeem tsim kom muaj txiaj ntsig zoo hauv kev muab cov khoom siv raw rau cov khoom lag luam ntawm lub tuam txhab. Tib lub sijhawm, cov thev naus laus zis ua cov khoom siv ntub dej ncaj qha tuaj yeem txo cov nqi tsim khoom; Lub nroog kuj tsim cov roj av thiab cov peev txheej hydropower ntau, uas txuag cov nqi rau kev siv hluav taws xob ntawm cov khoom lag luam ntawm lub tuam txhab.
Raws li cov ntaub ntawv los ntawm Huabei.com, Jinsheng Environmental Protection cov khoom tseem ceeb thiab cov kev pabcuam yog cov khoom dav dav: kev tsim cov nyom thiab cov khoom cuam tshuam; kev tsim cov khoom siv bio-based; kev muag khoom ntawm cov khoom siv bio-based; cov kev pabcuam txhawb nqa thev naus laus zis tshiab; thiab kev xa khoom thiab xa tawm cov khoom. Cov haujlwm tso cai: kev tsim cov khoom siv huv thiab cov khoom siv kho mob pov tseg; kev tsim cov ntawv ntim khoom thiab cov thawv rau khoom noj; kev tsim cov yas ntim, thawv thiab cov khoom siv rau khoom noj.
Lub sijhawm tshaj tawm: Plaub Hlis-28-2024