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Makambani anotungamira emapepa akabatana akakwidza mitengo muna Chivabvu kuti "vacheme" mitengo yehuni "kunyura" kumusoro nekudzika kana kuenderera mberi.

Muna Chivabvu, akati wandei emakambani anotungamira mapepa akazivisa kuwedzera kwemitengo yezvinhu zvavo zvemapepa. Pakati pavo, Sun Paper yakawedzera mutengo wezvinhu zvose zvekuputira ne 100 yuan / ton kubva muna May 1. Chenming Paper uye Bohui Paper ichawedzera mutengo wezvigadzirwa zvemapepa akavharidzirwa neRMB 100 / ton kubva muna May.

Mumamiriro ezvinhu ekuderera kwekukurumidza kwekupedzisira kwemutengo wehuni hwehuni uye kudzorerwa kwedivi rekudiwa, mumaonero evakawanda indasitiri mukati, iyi inotenderera yemitengo inowedzera nemakambani anotungamira mapepa ane chirevo chakasimba che "kudana kuwedzera".chocolate box

Mumwe muongorori weindasitiri akaongorora kumutori wenhau we“Securities Daily” achiti: “Mashandiro eindasitiri ari kuramba achidzvinyirirwa, uye mutengo wemapuranga ‘wakaderera.’ Nokutamba mutambo wokuti ‘kuchema’ kuzasi, zvinotarisirwawo kuti purofiti ichadzorerwa.”

Mutambo wakamira pakati pekukwira nekudzika kwechikamu chekugadzira mapepa

Muchikamu chekutanga chegore rino, indasitiri yemapepa yakaramba ichimanikidzwa kubvira 2022, kunyanya kana iyo yekupedzisira inoda isati yavandudzwa zvakanyanya. Kunonoka kwekugadzirisa uye mitengo yepepa inoramba ichidonha.chigubhu chefodya chenguva dzose

Kuita kwemakambani makumi maviri nenhatu akanyorwa muchikamu chekugadzira mapepa cheA-share mukota yekutanga kwaingove kwakashata, uye kwakasiyana nemamiriro ese echikamu chekugadzira mapepa muna 2022 iyo "yakawedzera mari pasina kuwedzera purofiti". Iko hakuna makambani mashoma ane kaviri pasi.

Maererano nemashoko kubva kuOriental Fortune Choice, pakati pemakambani e23, makambani e15 akaratidza kuderera kwemari yekushanda muchikamu chekutanga chegore rino zvichienzaniswa nenguva yakafanana gore rapera; 7 makambani akawana kurasikirwa kwekuita.

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Nekudaro, kubva pakutanga kwegore rino, iyo raw material supply side, kunyanya yepulp nemapepa indasitiri, yakachinja zvakanyanya zvichienzaniswa nenguva yakafanana muna 2022. Zhuo Chuang Information muongorori Chang Junting akaudza mutori wenhau we "Securities Daily" kuti muna 2022, nekuda kwezvikonzero zvakawanda sekuenderera mberi kwekupa-kudivi nhau uye pulp uye kuderera kwemutengo wehuni kunoramba kuri kuderera kwehuni. purofiti yemakambani emapepa. Nekudaro, kubvira 2023, mitengo yepulp yakadzikira nekukurumidza. "Zvinotarisirwa kuti kuderera kwemutengo wehuni huni huchadzika muna Chivabvu gore rino." Chang Junting akadaro.preroll king size box

Muchirevo chechinyorwa chino, mutambo wakamira pakati pekumusoro nekudzika kweindastiri urikuenderera mberi uye uchiwedzera. Zhuo Chuang Muongorori wezveruzivo Zhang Yan akaudza mutori wenhau we "Securities Daily" kuti: "Indasitiri yemapepa yakawedzera kuderera kwemitengo uye nerutsigiro rwebepa rekubvisa zvakapetwa kaviri nekuda kwekuoma kuri kuda. Pundutso yeindasitiri yadzoka zvakanyanya. Naizvozvo, makambani emapepa ane mutengo wakanaka. Nepfungwa yekuenderera mberi nekudzorera pundutso, izvi ndezverutsigiro rwemutengo mukuru wekambani iyi."

Asi kune rumwe rutivi, misika yepulp haina simba, uye mutengo "diving" uri pachena. Kune rumwe rutivi, kutsigirwa kwemusika kwematengo emapepa kunogumira. Nekune rimwe divi, kufarira kwevatambi vepasi kuti stock up kwakadererawo. "Vazhinji vanoshanda pasi pemapepa etsika vari kuramba uye vanoda kumirira kuti mutengo udzike vasati vatora." Zhang Yan akadaro.

Nezvekutenderera uku kwemutengo wekuwedzera nemakambani emapepa, indasitiri inowanzotenda kuti mukana weiyo chaiyo "yekumhara" idiki, uye inonyanya mutambo pakati pekumusoro nezasi. Zvinoenderana nekufanotaura kwemasangano mazhinji, iyi mamiriro emusika wakamira mutambo icharamba iri iyo huru dingindira munguva pfupi.

Muhafu yechipiri yegore, iyo indasitiri inogona kuwana purofiti kudzoreredza

Saka, indasitiri yemapepa ichabuda riini mu "rima"? Kunyanya mushure mekuona kushandiswa kuri kuwedzera panguva yezororo re "Chivabvu 1", mamiriro ekuda ekupedzisira adzoka uye akavandudzwa? Ndeapi mapepa mamakisi uye makambani achave ekutanga kuunza kudzoreredza kwekuita?

Panyaya iyi, Fan Guiwen, maneja mukuru weKumera (China) Co., Ltd., mubvunzurudzo nemutori wenhau weSecurities Daily, anotenda kuti mamiriro ezvinhu aripo iye zvino anoita seakazara nemafireworks anongogumira kumatunhu mashoma uye maindasitiri, uye kuchine matunhu mazhinji uye maindasitiri ayo chete Inogona kunzi "inobudirira zvishoma nezvishoma". “Nekubudirira kuri kuita indasitiri yekushanya uye indasitiri yepekugara mumahotera, kudiwa kwekurongedza zvigadzirwa zvemapepa kuitira chikafu, kunyanya kurongedzerwa kwechikafu semakapu emapepa nembiya dzemapepa, kuchawedzera zvishoma nezvishoma. Fan Guiwen anotenda kuti bepa remumba uye mamwe marudzi ekurongedza Pepa anofanira kunge ari ekutanga kuita zvirinani musika.

Kana ari mapepa akavharwa, imwe yemhando dzemapepa ari "kuchema" nemakambani epamusoro panguva iyi, vamwe vemukati vakaburitsa mubvunzurudzo nevatori venhau kuti: "Bepa retsika rave mumwaka mudiki wepamusoro gore rino, uye iko zvino nekudzoreredzwa kweindasitiri yezviratidziro zvepamba, maodha akavharidzirwa anogutsa zvakare, uye chikamu chepurofiti chakavandudzawo.

Chenming Paper akaudza mutori wenhau we "Securities Daily" kuti: "Kunyange zvazvo mutengo wepepa retsika wakadzoka muchikamu chekutanga, nekuda kwekuderera kwemutengo wekadhibhodhi chena, kushanda kwemakambani emapuranga emapuranga akanga achiri pasi pekumanikidzika muchikamu chekutanga. Zvisinei, kambani Inofungidzirwa kuti kudonha kwemitengo yezvigadzirwa zvepasi kuchabatsira zvishoma nezvishoma kuvandudza purofiti yemaindasitiri ari pasi pemvura."

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Iwo ataurwa pamusoro peindasitiri mukati vanotenda zvakare kuti indasitiri parizvino iri mumamiriro ekunze. Nekurerutsirwa zvishoma nezvishoma kwekumanikidzwa kwemitengo uye kudzoreredza zvishoma nezvishoma kwezvinodiwa nevatengi, pundutso yemakambani emapepa inotarisirwa kupora.

Sinolink Securities yakataura kuti ine tarisiro nezvekuvandudzwa kwekudiwa muhafu yechipiri ya2023, uye kudzoreredza kwekushandisa kuchawedzera kutsigira kudzoreredzwa kwemitengo yemapepa, kufambisa purofiti patani muchikamu chekuwedzera.


Nguva yekutumira: May-15-2023
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