Kunobva kuWisdom Finance
Huatai Securities yakaburitsa mushumo wekutsvagisa wekuti kubva munaGunyana, indasitiri yepurasitiki nepepa yakaona zviratidzo zvakanaka kune vanoda kutenga. Vagadziri vemapepa vakapedza kugadzira vagara vachienzanisa mitengo yemakambani matsva nekuderedza zvinhu zviri muzvitoro zvavo.
Mitengo yemapulp nemapepa inowanzo kukwira, uye purofiti yechikamu cheindasitiri yakawedzera. Vanotenda kuti izvi zvinoratidza chokwadi chekuti indasitiri haisi kure nepfungwa yekuenzana kwekugoverwa kwezvinhu kana tichienzanisa nenguva yemwaka wepamusoro. Zvisinei, kune rumwe rutivi, sezvo nguva yekuburitswa kwezvinhu zvakanyanya muindasitiri isati yadarika, kudzoserwa kwekugoverwa kwezvinhu nekudiwa kwezvinhu kungave kuchiri kutanga.
MunaGunyana, mamwe makambani makuru muindasitiri iyi akazivisa kudzikira kwekuvakwa kwemamwe mapurojekiti, kukura kwakanyanya kwechikamu chekugovera cheindasitiri yepulp nepepa kunotarisirwa kusiyana muna 2024, uye kuwanikwa kwemamwe marudzi matsva kunotarisirwa kudzikira, izvo zvinobatsira kuti indasitiri iyi idzokere padanho repamusoro.
Mabhodhi ekongiri: zvinhu zviri mumichina yemapepa zvakaderera, zvichitsigira kukwira kwemitengo
Nekuda kwemwaka wepamusoro wekushandiswa kwemidziyo yeMid-Autumn Festival neNational Day pamwe nekuwedzerwa kwemari mumidziyo, zvinhu zvakatumirwa ne corrugated board zvawedzera zvakanyanya kubva munaGunyana. Nzvimbo yekuchengetera zvinhu yadzikira kubva pamazuva gumi nemana nepfumbamwe pakupera kwaNyamavhuvhu kusvika paavhareji yemazuva matanhatu nehafu (kubva muna Gumiguru 18), chiyero chidiki mumakore matatu apfuura.
Kugadziriswa kwemitengo yemapepa kwakawedzera mushure meGunyana uye kwakawedzerazve +5.9% kubva pakati paNyamavhuvhu. Kukura kwesimba remabhokisi ebhodhi kunotarisirwa kudzikira zvakanyanya muna 2024 zvichienzaniswa na2023 sezvo makambani anotungamira achidzikisa simba rekuvaka mamwe mapurojekiti. Vanotarisira kuti mitengo yezvinhu zvakachengetwa mubhokisi rebhodhi iderere mumwaka wepamusoro. Zvisinei, kubva muna Nyamavhuvhu, simba idzva rekugadzira rakawedzera, uye hwaro hwekudzoserwa kwemutengo wezvinhu uye zvinodiwa hahusati hwasimba, 1H24 kana kuti huchiri kuda kutarisana nemuedzo wakaoma wemusika.
Bhodhi reIvory: kugadzikana kwehuwandu hwezvinhu uye kudiwa kwemwaka wepamusoro, kushamisika kwehuwandu hwezvinhu kuri kusvika
Kubva munaGunyana,Bhodhi reIvory reC1sKuwanikwa kwemusika uye kudiwa kwacho kwakadzikama, kubva muna Gumiguru 18, zvinhu zvakaenzaniswa nekupera kwaNyamavhuvhu -4.4%, asi zvichiri padanho repamusoro mumakore achangopfuura. Zvichikonzerwa nekukwira nekukurumidza kwemitengo yemidziyo yemuno mumavhiki maviri apfuura, mitengo yemakadhibhodhi machena yakakwira zvakare mushure meZuva reNyika. Kana kuiswa kwacho kuripo, mitengo yemakadhibhodhi machena iripo inotarisirwa kukwira ne12.7% zvichienzaniswa nepakati paChikunguru. Nekupedzwa kwekuisa zvinhu zvikuru.Kadhi reC2s White Artmapurojekiti muJiangsu, danho rinotevera rekutengesa zvinhu riri kuswedera pedyo, mitengo yemakadhibhodhi machena nguva yekugadzirisa inogona kunge isiri yakawanda.
Pepa retsika: kudzoserwa kwemitengo kubva muna Chikunguru kwakakosha
Bepa retsika ndiro bepa rakapedzwa nekukurumidza rine kudzoreredzwa kwemitengo nekukurumidza kubva muna 2023, offsetbepauyebepa reunyanzvimitengo yakawedzera zvakare ne13.6% uye 9.1%, zvichiteerana, zvichienzaniswa nepakati paChikunguru. Kugona kutsva kwekugadzira kwebepa retsikainotarisirwa kudzokera kune zvakajairika muna 2024, asi 2023 ichiri padanho repamusoro rekuburitswa kwesimba remagetsi. Vanotarisira kuti pachava nematani mamiriyoni 1.07 pagore esimba remagetsi achaiswa mukugadzirwa pakupera kwegore, uye dambudziko guru remusika rinogona kuuya muna 1H24.
Mwaka wePulp:Peak unowedzera kukwira kwemitengo yepulp, asi kuoma kwemusika kwaderera
Pamwe chete nekuvandudzika kwekudiwa kwemwaka wepamusoro, mhando dzese dzemapepa akapedzwa dzakaderera zvakanyanya uye kuwedzera kwehuwandu hwekutanga munaGunyana, kudiwa kwemuno we pulp kwakabatsirwawo neizvi, pakupera kwemwedzi pulp stocks muzviteshi zvikuru zveChina dzakadzikira ne13% zvichienzaniswa nekupera kwaNyamavhuvhu, kudzikira kukuru kwemwedzi mumwe chete gore rino. Kuwedzera kwemuno we broadleaf ne coniferous pulp kubva pakupera kwaGunyana, zvichiteerana, kwakakwira nekukurumidza ne14.5% uye 9.4%, makambani makuru e pulp muSouth America achangobva kukwidzawo mutengo we pulp kuChina munaMbudzi ne7-8%.
Zvisinei, mushure meZuva reNyika, kuomarara mumusika wemuno kwakadzikira sezvo kudiwa kwakaderera pamutengo uye vatengesi vemapump vanotenga vakawedzerawo kutumira. Vanotarisira kuti 2023-2024 ichave nguva yepamusoro yekuburitswa kwesimba remapump emakemikari, uye nehukuru hwesimba idzva remapump ezvigadzirwa hunobva kunzvimbo dzinogadzira zvinhu zvakachipa, kuenzanisa patsva kwekuwanikwa kwemapump nekudiwa kwawo kunogona kuramba kwapera.
Nguva yekutumira: Mbudzi-04-2023