Misika yemapepa ekurongedza, iyo yakaramba ichiderera, inoratidzika kunge yakatendeuka kubva muna Nyamavhuvhu: kwete chete kuderera kwemitengo yemapepa kwakagadzikana, asi mamwe mapeji emapepa akabudisawo mabhii ekuwedzera mutengo munguva pfupi yapfuura, asi nekuda kwezvinhu zvakadai sekushaya simba kwemusika. , vanogona chete kuedza mutengo unowedzera zvishoma.bepa rakavharwa nedivi rimwe chete

Kune rumwe rutivi, inopfuura hafu yaAugust, kutenderera kutsva kwekukwira kwemitengo kwakabatanidzwa pamwe chete nemakambani emapepa emagariro mukutanga kwaAugust kwakave kwakaoma kukunda kudiwa kwemusika kusina simba, uye kushandiswa kwemirairo kubva pamapepa emapepa kwakadziviswa. Zvisinei, pasi pechikonzero chekudhura kwepamusoro, mitengo yezvigayo zvemapepa icharamba yakasimba.

“Nyamavhuvhu ndiyo inochinja mwaka we off-peak. Kunyange zvazvo kudiwa kwakawedzera mwedzi-pa-mwedzi, kuwedzera kune zvishoma. Zvinotarisirwa kuti musika uye kudiwa kweindasitiri yemapepa zvicharamba zvichikwikwidza muna Nyamavhuvhu. " Zhuo Chuang Information muongorori Xu Ling akaudza "Securities Daily" mutori wenhau.single pe yakavharwa pepa kapu yepepa

Tichitarisa nezveramangwana reindasitiri yemapepa, yazvino tsvagiridzo yeEverbright Securities inotenda kuti parizvino, iyo pfupi-pfupi pulp padivi remutengo icharamba yakakwira uye ichichinja, uye zvinotarisirwa kuti panogona kunge paine inflection point mune yechina. quarter; hupfumi hwemhiri kwemakungwa kudivi rezvinodiwa huri kupora, kudiwa kwakasimba, uye zvinodiwa zvemumba zvinotarisirwawo kuvandudzwa.

Kutengeswa kwemusika uye kudiwa kuchiri mutambo

Kubva Nyamavhuvhu 1 kusvika zvino, iyo yekurongedza bepa (yemarata uye bhokisi) musika wakazogadzikana mushure mekudonha kwakanyanya muna Chikunguru. Kunyanya sezvo mamwe magiyo makuru makuru akatanga kuvharwa kuti agadziriswe zvinoenderana netsamba yakambopihwa yekudzima, uye mitengo yemarara yemapepa yakamira kudonha uye kudzokororwa, musika watanga nzira ye "range sorting".kapu yepepa mbishi

Iyo data inoratidza kuti mutengo wemusika wecorrugated uye containerboard paper wakadonha zvakanyanya muna Chikunguru. Mabhizinesi anotungamira akadzikisa mitengo yemapepa kakawanda, uye zvigayo zvidiki nepakati zvakateera, nekudzikiswa kwe100/ton kusvika 300/ton. Mutori wenhau akaona kuti mushure mekupinda muna Nyamavhuvhu, sezvo mamwe mafekitori ekurongedza ari pasi pemvura akatanga kudzoreredza zvinyorwa muhuwandu hwakakodzera, uye huwandu hwemafekitori emapepa mune dzimwe nzvimbo hwakawedzera kana zvichienzaniswa nenguva yapfuura, mamwe mafekitori emapepa achangotanga kuwedzera fekitari. mutengo wepepa rekutanga. Ndizvo chete kuti kuwedzera kwemutengo hakusi kukuru, kazhinji 30 / ton kusvika 50 / ton, zvinoreva kuti muedzo uri pachena.

“Nekuda kwekuti mitengo yemapepa iri kuramba ichidzikira, makambani madiki nepakati nepakati ave kuda kuita purofiti kana kurasikirwa kana kuti akatorasikirwa nemari. Pamusoro pezvo, misika yemapepa emarara ichangobva kudzokororwa munzira dzese, uye mutengo wezvigadzirwa zvemapepa wakakwira. Ichi ndicho chikonzero nei mill yekurongedza mapepa ichida kutsigira mitengo nguva pfupi yadarika. " VaShandong VaZhou vanoona nezvekufambiswa kwemabasa mukambani yemapepa anorongedzerwa kuZibo vaudza vatori venhau kuti musika uyu uchiri mumwaka usingashandiswe, uye kudiwa kwacho hakusati kwasimba. Kuwedzera kudiki kwemitengo yemapepa zvakare mhinduro yekuyedza makambani ekurongedza ari pasi.bepa mbishi 8oz yemukombe

Xu Ling akazivisa kuvatori venhau kuti kunyangwe zvigayo zvemapepa zvakakura zvakashandisa zvirongwa zvekugadzirisa chimwe mushure mechimwe, uye zvakabuda zvinotarisirwa kudzikira mwedzi nemwedzi, yekutanga musika musika mukutanga Nyamavhuvhu wanga wakakura, uye humwe hunyanzvi hwekugadzira hwakaburitswa. muna Nyamavhuvhu, iyo yese yekugovera kumanikidza ichiripo. Uye Nyamavhuvhu ndiyo mwedzi weshanduko pakati pemwaka yakaderera uye yepamusoro-soro yemarata uye bhokisi rebhokisi. Pasi pemamiriro ekuti kudiwa hakuna kukwidziridzwa, mutambo pakati pekupa uye kudiwa unoramba, uye musika unogona kuchinjika zvakanyanya.

Mutambo mumwechete wekugovera uye kudiwa unoonekwawo mumusika wemapepa etsika. Kubva 1 Nyamavhuvhu, makambani emapepa etsika akatanga kutenderera kutsva kwemutengo kunowedzera ne200 / ton. Nekudaro, kudiwa kwemusika hakuna kusimba, huwandu hwekutengesa hune husimbe, uye kuita kwemapepa fekitori odha kunotadziswa. Mamiriro ezvinhu ayo tsamba yakadaro yekuwedzera mutengo yakaoma kuita yakaitika kakawanda mumamiriro ezvinhu ehuwandu husina simba hunodiwa mumhizha yemapepa etsika muhafu yekutanga yegore rino.zvigadzirwa zvemapepa makapu 4 oz

Mushure mekupinda chikamu chechitatu, kukwira kwemitengo nemakambani emapepa etsika muna Chikunguru kwakafarirwa nemamwe maodha ekushambadzira. Panguva iyoyo, kushandiswa kwemutengo kwezvigayo zvemapepa kwakanga kune tariro. Zvisinei, kubva munaAugust akapinda mumwaka wega wega-mwaka wemapepa etsika, kudhinda uye kudhinda mirairo yakapinda muchikamu chekupedzisira, mirairo yevanhu yakaramba ichive murombo, uye vatengesi vakawanda vemusika vakashumawo kudiwa kusina simba, saka iyi denderedzwa yekuwedzera kwemutengo yakanga isina simba, kugadzirwa uye kutengesa kwaiwanzo pindurwa, uye mafekitori ekudhinda anongochengeta zvese-mu-mukuda kutenga. "Munguva pfupi, mamiriro emutambo pakati pekumusoro nezasi kwemusika wemapepa ane mukurumbira, uye vamwe vatambi vemuindasitiri vari kudzorera mari, uye mutengo wemusika unogona kudzikira." Zhang Yan akadaro.

Mitengo yePulp inotarisirwa kuunza inflection point

Chirevo chehafu-pagore cheindasitiri yemapepa chave kuda kuburitswa. Zvinoenderana nedatha yeOriental Fortune Sarudzo, kubva pari zvino, masere pamakumi maviri nemaviri A-share makambani akanyorwa muindasitiri yemapepa muindasitiri yeShenwan akaburitsa mafungidziro ekuita kwavo, uye matanhatu avo anotarisirwa kuve nekuderera kwakanyanya mukuita. , 2 makambani anotarisirwa kurasikirwa nemari kwekutanga. Dambudziko rekuti indasitiri iri munguva yakaderera muhafu yekutanga yegore rinoonekwa.midziyo yekugadzira mapepa emakapu

Mamiriro emusika achangoburwa eindasitiri yambotaurwa yekurongedza mapepa uye indasitiri yemapepa etsika inoratidzawo kuti indasitiri yemapepa ichiri kutarisana nekumanikidzwa kukuru kubva mukupokana pakati pekupa uye kudiwa kubva payakapinda muchikamu chechitatu. Saka iyo indasitiri ichabuda rinhi mukudonha? Zvinhu zvichachinja rini?

"Kazhinji, kushanduka-shanduka kwekuita pundutso kweindasitiri yemapepa kunofambiswa nemusiyano uripo pakati pemitengo yemapepa uye zvigadzirwa." Chirevo chazvino chekutsvagisa cheEverbright Securities chakaratidza. Munguva yebvunzurudzo, nhamba yevaongorori veindasitiri vakatendawo kuti, kuti vaone kudzoreredzwa kwedambudziko muindasitiri, kune rumwe rutivi, zvinoenderana nemaitiro emitengo yepulp, uye zvakanyanya kukosha, pakudzoreredza kwekuda.

Kubva pamaonero eiyo iripo yekugovera uye yekuda pateni uye maitiro emakwikwi eindastiri yemapepa, Everbright Securities yakaongorora kuti divi rekuda riri kupora mukati nekune dzimwe nyika. Mukuenzanisa, kudiwa kwemhiri kwemakungwa kuri kupora zvakanyanya, kufambisa kushandiswa kwezvigadzirwa zvemapepa kuwedzera. Pakati pavo, Middle East uye Iko kudiwa muSoutheast Asia kwakanyanya kusimba, uye kupa mhiri kwemakungwa zviri pachena kuti hakuna kukwana. Vagadziri vepamba vanotungamira vakawedzera kuedza kwavo kunze kwenyika, uye gore-pa-gore kukura kwekutengesa mapepa kwenyika yangu kuri kuramba kuchiwedzera.raw material yepepa cup plate

Chenming Pepa yakambotaura mukufanotaura kwekuita kwayo kuti muhafu yekutanga yegore, kambani iyi yaitora mukana wekusakwana mumisika yekunze uye kuyedza kusimudzira musika wepasi rose. Bohui Paper, iyo iri kukurumidza kusimudzira musika wepasi rose, yakatiwo chikamu chekutengesa kunze kwenyika kwekambani chiri kuramba chichiwedzera.

Nezve kudzoreredzwa kunotevera kwechido chemumba, Everbright Securities inotenda kuti kunyangwe hazvo chido chepamba chiri kushaya simba nekuda kwekukanganisa kwedenda, zvinotarisirwa kuvandudzwa mune ramangwana. Panyaya yemasekita madiki, kudiwa kwebepa retsika hakuna kusimba, uye kudiwa kwese kwemarata uye bepa rebhokisi harisati rapora. Iko kudiwa kwakadzika kwekadhibhodhi chena uye mapepa emhando yakanaka.mapepa akadhindwa

Nezvekutevera maitiro edivi remutengo, masangano mazhinji akatonga kuti mutengo wenguva pfupi wepulp ucharamba wakakwira uye wakashata, asi zvinotarisirwa kuti inflection point inogona kuitika mukota yechina. Zvinonzwisiswa kuti kugadzirwa kwazvino uye kutengeswa kwezvigayo zvikuru pasi rose zvapora, uye hutsva hwekugadzira huri kufambira mberi sezvakarongwa. Zvinotarisirwa kuti kugoverwa kwepulp kunowedzera zvishoma nezvishoma kubva pachikamu chechitatu che2022. Everbright Securities yakaratidza kuti mukuderera kwemitengo ye pulp, kubatsirwa kwepepa rinotungamirira guru richagadziriswa zvakanyanya.pe yakavharwa bepa remakapu