Imakethe yamaphepha okupakisha, elokhu iqhubeka nokwehla, kubonakala sengathi ishintshile kusukela ngo-Agasti: hhayi nje kuphela ukwehla kwamanani entengo yamaphepha okuzinzile, kodwa ezinye izigayo zephepha ziye zakhipha izincwadi zokukhuphuka kwentengo muva nje, kodwa ngenxa yezici ezifana nobuthakathaka bemakethe. , bangahlola kuphela ukunyuka kwentengo kancane.iphepha eliboshwe ngohlangothi olulodwa

Ngakolunye uhlangothi, ngaphezu kwengxenye ka-Agasti, umjikelezo omusha wokwenyuka kwamanani owethulwa ngokuhlanganyela izinkampani zamaphepha amasiko ekuqaleni kuka-Agasti ekugcineni kwaba nzima ukunqoba isidingo semakethe esibuthakathaka, futhi ukuqaliswa kwe-oda evela ezigayweni zamaphepha kwavinjelwa.Nokho, ngaphansi kwesisekelo sezindleko eziphezulu, amanani entengo yemishini yokugaya amaphepha azoqhubeka eqinile.

“U-Agasti yisikhathi soshintsho kule sizini esezingeni eliphezulu.Nakuba isidingo senyukile inyanga nenyanga, ukwanda kulinganiselwe.Kulindeleke ukuthi ukuphakelwa kwemakethe kanye nesidingo semboni yamaphepha kusaqhudelana ngo-Agasti.”Umhlaziyi we-Zhuo Chuang Information Xu Ling utshele intatheli ye-"Securities Daily".Iphepha lenkomishi yephepha elilodwa eliboshwe ngepe

Uma ubheka ikusasa lemboni yamaphepha, umbiko wakamuva wocwaningo we-Everbright Securities ukholelwa ukuthi okwamanje, i-pulp yesikhathi esifushane ohlangothini lwezindleko izohlala iphezulu futhi iguquguquka, futhi kulindeleke ukuthi kube khona iphuzu lokuguquguquka kwesine. ikota;umnotho waphesheya ohlangothini lwezidingo uyasimama, isidingo sinamandla, kanti nesidingo sakuleli kulindeleke ukuthi sibe ngcono.

Ukunikezwa kwemakethe kanye nesidingo kusewumdlalo

Kusukela mhla lu-1 kuNcwaba kuze kube manje, imakethe yamaphepha okupakisha (ekathayela kanye nebhodi lamabhokisi) isigcine isizinzile ngemva kokwehla okukhulu ngoJulayi.Ikakhulukazi njengoba ezinye izigayo ezinkulu zephepha seziqalile ukuvala ukuze zilungiswe ngokuhambisana nencwadi yokuvala ekhishwe ngaphambilini, futhi amanani entengo yamaphepha angcolile ayeka ukwehla futhi aphinde aphindaphindeka, imakethe isiqale imodi “yokuhlunga uhla”.inkomishi yephepha eluhlaza

Idatha ibonisa ukuthi intengo yemakethe yephepha likathayela nebhodi lebhokisi lehle kakhulu ngoJulayi.Amabhizinisi ahamba phambili ehlise amanani entengo ephepha izikhathi eziningi, futhi izigayo zephepha ezincane neziphakathi zalandela okufanayo, ngokwehliswa kwenani elingu-100/ton kuya ku-300/ton.Intatheli yaphawula ukuthi ngemva kokungena kuka-August, njengoba ezinye izimboni ezipakisha ezansi nomfula ziqala ukugcwalisa i-inventory ngenani elifanele, nomthamo wamafekthri wamaphepha kwezinye izindawo ukhula uma uqhathaniswa nesikhathi esidlule, ezinye izimboni zamaphepha muva nje ziqale ukwandisa imboni yangaphambili. intengo yesisekelo sephepha.Ukuthi nje ukukhuphuka kwentengo akukukhulu, ikakhulukazi 30/ton to 50/ton, okusho ukuthi ukuhlolwa kusobala.

“Ngenxa yokuthi amanani ephepha alokhu ehla, izigayo eziningi ezincane nezimaphakathi sezizozuza noma zilahlekelwe noma sezilahlekelwe yimali.Ngaphezu kwalokho, imakethe yamaphepha emfucuza isanda kukhula kabusha ngendlela eyindilinga, futhi izindleko zezinto ezingavuthiwe zokugaya amaphepha zinyukile.Lesi yisizathu esenza ukuthi izigayo zokupakisha zamaphepha zizimisele kakhulu ukusekela amanani muva nje.”UShandong umnumnzana Zhou obona ngezamaphepha eZibo utshele intathelizindaba ukuthi imakethe isekhona ngesikhathi sokutshaywa kwempahla, njalo intengo kayikaphenduki.Ukwenyuka kancane kwamanani entengo yephepha nakho kuyimpendulo yokuhlola izinkampani zokupakisha ezisezansi nomfula.iphepha eluhlaza 8oz inkomishi

U-Xu Ling wethula izintatheli ukuthi nakuba izigayo ezinkulu zephepha zenze izinhlelo zokulondoloza zilandelana, futhi umphumela kulindeleke ukuthi wehle inyanga nenyanga, i-inventory yokuqala yemakethe ekuqaleni kuka-August yayinkulu uma kuqhathaniswa, futhi kwakhululwa amandla okukhiqiza engeziwe. ngo-Agasti, ingcindezi yokuhlinzeka jikelele isekhona.Futhi u-August inyanga yoshintsho phakathi kwezinkathi eziphansi neziphakeme kakhulu zephepha likathayela nebhodi lebhokisi.Ngaphansi kwesimo sokuthi isidingo asikakhushulwa, umdlalo phakathi kokunikezwa nokufunwa usekhona, futhi imakethe ingase iguquguquke kakhulu.

Umdlalo ofanayo wokuhlinzeka nokufunwa uyabonakala nasemakethe yamaphepha amasiko.Kusukela ngo-Agasti 1, izinkampani zamaphepha zamasiko ziye zaqala umjikelezo omusha wokwenyuka kwentengo ngo-200/ton.Kodwa-ke, isidingo semakethe sibuthakathaka, umthamo wokuhweba uyavilapha, futhi ukuqaliswa kwama-oda wefekthri yephepha kuyavinjelwa.Isimo ukuthi incwadi enjalo yokwenyuka kwentengo okunzima ukuyisebenzisa senzeke izikhathi eziningi kumongo wesidingo esibuthakathaka esiphelele embonini yamaphepha amasiko engxenyeni yokuqala yalo nyaka.izinto zokusetshenziswa zezinkomishi zephepha 4 oz

Ngemva kokungena kwikota yesithathu, ukukhuphuka kwentengo kwezinkampani zamaphepha empucuko ngoJulayi kwavunywa ama-oda athile okushicilela.Ngaleso sikhathi, ukuqaliswa kwentengo yezigayo zephepha kwakunethemba elilinganiselwe.Kodwa-ke, kusukela u-August engene enkathini yendabuko yamaphepha amasiko, ama-oda okushicilela nokunyathelisa angena esigabeni sokugcina, imiyalo yezenhlalakahle yaqhubeka impofu, futhi iningi labasabalalisi bezimakethe nalo libike isidingo esibuthakathaka, ngakho-ke lo mzuliswano wokwenyuka wamanani wawubuthakathaka, ukukhiqizwa kanye ukuthengisa ngokuvamile kwakuhlanekezelwe, futhi izimboni zokunyathelisa ngokuyisisekelo Zonke zigcina ukuthenga okudingeka kakhulu."Ngesikhathi esifushane, isimo segeyimu phakathi kwemakethe yephepha yamasiko ekhuphukayo kanye nezansi nomfula siyagqama, futhi abanye abadlali bezimboni babuyisela imali, futhi intengo yemakethe ingase yehle."Kusho uZhang Yan.

Izintengo ze-Pulp kulindeleke ukuthi zilethe iphuzu lokuguquguquka

Umbiko wengxenye yonyaka wemboni yamaphepha usuzodalulwa.Ngokwemininingwane ye-Oriental Fortune Choice, kusukela manje, izinkampani eziyisi-8 kwezingu-22 ezisohlwini lwe-A-share embonini yamaphepha embonini yaseShenwan zidalule izibikezelo zazo zokusebenza, futhi eziyisi-6 kuzo kulindeleke ukuthi zehle kakhulu ekusebenzeni., izinkampani ezi-2 kulindeleke ukuthi zilahlekelwe yimali okokuqala.Ingqinamba yokuthi imboni isesikhathini esiphansi engxenyeni yokuqala yonyaka iyabonakala.izinto zokusetshenziswa zokwenza izinkomishi zephepha

Izimo zemakethe zakamuva zemboni yamaphepha okupakishwa okukhulunywe ngayo ngenhla kanye nemboni yamaphepha amasiko nazo zibonisa ukuthi imboni yephepha isabhekene nengcindezi enkulu yokungqubuzana phakathi kokunikezwa kanye nesidingo kusukela ingene engxenyeni yesithathu.Pho imboni izophuma nini ekuweni?Ziyofika nini inguquko?

"Ngokujwayelekile, ukuguquguquka okujikelezayo kwenzuzo yemboni yamaphepha kuqhutshwa umehluko phakathi kwamanani entengo yephepha nezinto zokusetshenziswa."Umbiko wakamuva wocwaningo we-Everbright Securities ukhombe.Phakathi nenhlolokhono, abahlaziyi abaningi bezimboni nabo bakholelwa ukuthi, ukuze kubonwe ukuhlehla kwesimo esibucayi embonini, ngakolunye uhlangothi, kuncike ekuthambekeni kwamanani entengo, futhi okubaluleke kakhulu, ekubuyiseni isidingo.

Ngokombono wephethini yamanje yokuhlinzeka nesidingo kanye nephethini yokuncintisana yemboni yephepha, i-Everbright Securities ihlaziye ukuthi uhlangothi lwesidingo luyasimama kokubili ngaphakathi nangaphandle.Uma kuqhathaniswa, isidingo saphesheya kwezilwandle silulama kakhulu, okwenza ukusetshenziswa kwemikhiqizo yephepha kwande.Phakathi kwazo, i-Middle East kanye nesidingo eNingizimu-mpumalanga ye-Asia sinamandla ikakhulukazi, futhi ukunikezwa kwaphesheya kwezilwandle akwanele.Abakhiqizi basekhaya abahamba phambili baye bakhulisa imizamo yabo yokuthumela ngaphandle, futhi izinga lokukhula konyaka nonyaka lokuthunyelwa kwephepha kwezwe lami liqhubekile nokukhula.impahla eluhlaza for paper cup plate

I-Chenming Paper yashiwo ngaphambilini esibikezelweni sayo sokusebenza ukuthi engxenyeni yokuqala yonyaka, inkampani yayibamba ithuba lokungatholakali okwanele ezimakethe zaphesheya kwezilwandle futhi ilwela ukuthuthukisa imakethe yamazwe ngamazwe.I-Bohui Paper, nayo esheshisa ukuthuthukiswa kwemakethe yamazwe ngamazwe, iphinde yathi ingxenye yokuthengiswa kwenkampani kwamanye amazwe iqhubekile nokukhula.

Mayelana nokululama okulandelayo kwesidingo sasekhaya, i-Everbright Securities ikholelwa ukuthi nakuba sisonke isidingo sasekhaya sibuthakathaka ngenxa yomthelela walolu bhubhane, kulindeleke ukuba sibe ngcono esikhathini esizayo.Ngokwemikhakha emincane, isidingo sephepha lamasiko sibuthakathaka, futhi isidingo sisonke sephepha likathayela kanye nebhodi lebhokisi asikakalulama.Isidingo esezansi nomfula samakhadibhodi amhlophe nephepha elikhethekile sihle uma kuqhathaniswa.impahla yephepha ephrintiwe

Mayelana nomkhuba wokulandelela wohlangothi lwezindleko, izikhungo eziningi ziye zahlulela ukuthi intengo ye-pulp yesikhashana izohlala iphezulu futhi iguquguquka, kodwa kulindeleke ukuthi iphuzu le-inflection lingenzeka kwikota yesine.Kuyaqondakala ukuthi ukukhiqizwa nokuthengiswa kwamanje kwezigayo ezinkulu emhlabeni wonke sekubuyile, futhi amandla amasha okukhiqiza athuthuka njengoba bekuhleliwe.Kulindeleke ukuthi ukunikezwa kwe-pulp kuzokhuphuka kancane kancane kusukela kukota yesithathu ka-2022. I-Everbright Securities iveze ukuthi emjikelezweni ophansi wamanani we-pulp, inzuzo yephepha elikhulu elihamba phambili izolungiswa kakhulu.pe iphepha camera izinkomishi