Kubva kubva kuWisdom Finance
Huatai Securities yakaburitsa mushumo wekutsvagisa kuti kubva munaGunyana, iyo pulp uye mapepa indasitiri cheni yakaona mamwe masaini akanaka padivi rekuda. Vagadziri vemapepa vakapedzwa vanowanzo wiriranisa mareti avo ekutanga nekudzikisira kwemabhuku.
Mitengo yemapepa nemapepa kazhinji iri kukwira, uye pundutso yeindasitiri cheni yave nani. Ivo vanotenda kuti izvi zvinoratidza chokwadi chekuti indasitiri haisi kure nenzvimbo yekuenzanisa-yekudiwa pakatarisana nekumashure kwemwaka wepamusoro. Nekudaro, kune rimwe divi, sezvo iyo indasitiri yepamusoro yekuburitsa nguva isati yapfuura, kudzoserwa kwekupa uye kudiwa kunogona kunge kuchiri kumberi.
MunaGunyana, mamwe emakambani anotungamira indasitiri akazivisa kudzikira mukuvakwa kwemamwe mapurojekiti, kukura kwakanyanya kweiyo pulp uye mapepa indasitiri yeindasitiri yekugovera inotarisirwa kusiyana muna 2024, uye kutsva kwemamwe marudzi kunotarisirwa kudzikira. , izvo zvinobatsira kuti indasitiri igadzirise zvakare.
Corrugated boxboard: zvinyorwa zvemapepa zvigayo zvakadonha kusvika padanho rakaderera, zvichitsigira kukwira kwemitengo
Nekuda kwemwaka wepamusoro wekushandisa weMid-Autumn Mutambo neZuva Renyika uye kudzika kwemvura kuzadzikiswa, kutumirwa kwecorrugated board kwakawedzera zvakanyanya kubva munaGunyana. Iyo yekuchengetedza yakawa kubva pamazuva 14.9 pakupera kwaAugust kusvika paavhareji yemazuva 6.8 (kubva muna Gumiguru 18), iyo yakaderera mumakore matatu apfuura.
Kugadziridzwa kwemutengo webepa kwakawedzera mushure meGunyana uye kwawedzera + 5.9% kubva pakati paNyamavhuvhu. Boxboard corrugated capacity kukura inotarisirwa kudzikira zvakanyanya muna 2024 zvichienzaniswa ne2023 sezvo makambani anotungamira anononoka kumwe kuvakwa kweprojekiti. Vanotarisira kuderera kwemazinga ekutsigira corrugated board mitengo mumwaka wepamusoro. Nekudaro, kubva Nyamavhuvhu, hutsva hwekugadzira huwandu hwawedzera, uye hwaro hwekudzoreredzwa kwekupa uye kudiwa hausati hwakasimba, 1H24 kana ichiri kufanira kutarisana neyakaomarara bvunzo musika.
Ivory board: peak mwaka wekupa uye kudiwa kudzikamiswa, kupa kuvhunduka kuri kusvika
Kubva munaSeptember,C1s Ivory Boardmusika wekupa uye kudiwa kwakagadzikana, kubva muna Gumiguru 18, iyo inventory ichienzaniswa nekupera kwaAugust -4.4%, asi ichiri padanho repamusoro mumakore achangopfuura. Zvichikonzerwa nekukwira nekukurumidza kwemitengo yemumba mumavhiki maviri apfuura, mitengo chena yemakadhibhodi yakakwira zvakare mushure meZuva Renyika. Kana iko kuita kwacho kuripo, mitengo yemakadhi chena iripo inotarisirwa kudzokorodza 12.7% kana ichienzaniswa nepakati paChikunguru. Nekupedzwa kwekuiswa kwehukuru-hukuruC2s White Art Cardmapurojekiti muJiangsu, denderedzwa rinotevera rekuvhundutsa kwekupa kuri kusvika, mitengo chena yemakadhibhodhi imwe nguva yekugadzirisa inogona kunge isiri yakawanda.
Tsika pepa: kudzoreredza mutengo kubva muna Chikunguru kwakakosha
Tsika bepa ndiro rinokurumidza kupera bepa rine mutengo unokurumidza kudzoreredza kubva 2023, offsetbepauyeart papermitengo yakawedzera 13.6% uye 9.1%, zvichiteerana, zvichienzaniswa nepakati paChikunguru. Hutsva hwekugadzira huwandu hwetsika bepainotarisirwa kudzoka kune yakajairwa muna 2024, asi 2023 ichiri pamusoro pekutangisa masimba. Ivo vanotarisira kuti kuchave kuchine 1.07 miriyoni matani / gore rehukuru huchaiswa mukugadzirwa mukupera kwegore, uye dambudziko rakakura remusika rinogona kuuya mu1H24.
Pulp: Peak mwaka inokonzera pulp mutengo kudzokororwa, asi kusimba kwemusika kwadzikira
Pamwe chete nekuvandudzwa kwekudiwa kwemwaka wepamusoro, marudzi ese emapepa akapera akanakidzwa nekudzikira kwakawanda uye kuwedzera kwehuwandu hwekutanga munaGunyana, kudiwa kwe pulp yemumba kwakabatsirwawo neizvi, mukupera kwemwedzi masheya emapulp mumachiteshi makuru eChina akadonha. ne13% kana zvichienzaniswa nekupera kwaNyamavhuvhu, kudonha kukuru kwemwedzi mumwe chete gore rino. Domestic broadleaf uye coniferous pulp inowedzera kubva pakupera kwaGunyana, zvichiteerana, yakasimuka nekukurumidza 14.5% uye 9.4%, mashooro makuru eSouth America akawedzerawo mutengo wepulp kuChina muna Mbudzi ne7-8%).
Nekudaro, mushure meZuva Renyika, kusimba mumusika wepamba kwadzikira sezvo kudiwa kwemvura kwadzikira kumahombekombe uye vatengesi vekunze vakawedzerawo kutumira. Vanotarisira kuti 2023-2024 ichave iyo yepamusoro yemakemikari pulp kuvhurwa, uye nehuwandu hwezvinhu zvitsva zvepulp huwandu hunobva kumatunhu anodhura anogadzira, kudzoreredzwa kwekupihwa kwepulp uye kudiwa kunogona kuramba kusati kwapera.
Nguva yekutumira: Nov-04-2023