Inkampani yethu ibonelela ngeyona nto ingconoiphepha lesiseko se-kraft, isiseko sephepha, ukutya ibakala ikhadi elimhlophe isiseko iphepha
Kutshanje, ixabiso lezinto zemichiza ekrwada liye lenyuka, libangela uthotho lweentshukumo zekhonkco kwikhonkco leshishini.Phakathi kwabo, ngenxa yokunyuka kweendleko zokubonelela ngezinto eziluhlaza kunye nexabiso lezinto ezincedisayo, ixabiso lekhadibhodi elimhlophe ligqithise i-yuan eyi-10,000 / ton, kwaye ezinye iinkampani zephepha zenze imali eninzi.
Ngaphambili, ekupheleni kukaJuni 2020, ukufunyanwa kwePhepha leBohui (600966.SH) yiSinar Mas Paper (China) Investment Co., Ltd. (emva koku kubhekiselwa kuyo njenge "APP (China)") iphumelele i-anti-monopoly yesizwe. uphando.Ixabiso lephepha yi-5,100 yuan/toni.Ekuqaleni kuka-Matshi kulo nyaka, ixabiso lekhadibhodi emhlophe linyuke laya kwi-yuan eyi-10,000 / toni, kwaye ixabiso lekhadibhodi emhlophe yasekhaya lingene ngokusemthethweni kwixesha le-yuan eyi-10,000.Ngokuchasene nale meko, inzuzo yePhepha le-Bohui ngo-2020 iphindwe kane.
Kudliwano-ndlebe nentatheli ye-China Business News, umphathi wenkampani yephepha edwelisiweyo wathi ukunyuka ngokukhawuleza kwexabiso lekhadibhodi emhlophe kuye kwatsala ingqalelo ebanzi kwiimarike.Ngexesha leeseshoni ezimbini kulo nyaka, abanye abameli banike ingqwalasela kumba wokunyuka kwamaxabiso ephepha, kwaye babeka phambili iingcebiso ezinxulumeneyo.Ukonyuka kwekhadibhodi emhlophe kwakungenxa yemfuno emandla yemarike.Emva kokuba ixabiso layo lidlule kwi-yuan ezili-10,000, amandla okuvelisa ikhadibhodi emhlophe yeChenming Paper yayisekwimveliso epheleleyo, kwaye imveliso kunye neentengiso zilinganisiwe.Ukongeza, ixabiso le-pulp yezinto eziluhlaza liyakhula, kwaye ixabiso lephepha liqhuba ngakumbi.
Ixabiso liphula uphawu lwesigidi seerandi
Enyanisweni, ukunyuka kwamaxabiso ephepha sele kubonakala ngo-Agasti ka-2020. Ngelo xesha, imfuno yemarike yehla kwaye iphinde iphinde ibuyele.Ukuchatshazelwa lutshintsho kubudlelwane bokubonelela kunye nemfuno, amaxabiso eentlobo ezininzi zephepha kwimarike anda.
Ngokwekhadibhodi emhlophe, ekuqaleni kukaSeptemba 2020, iChenming Paper, iWanguo Sun, kunye nePhepha leBohui zaqala ukukhokela ukunyuka ukuza kuthi ga ngoku.Amaxabiso eemveliso eziqhelekileyo zekhadibhodi emhlophe kwiimarike ezininzi ziye zanda ngokulandelelana ukusuka kwi-5,500/ton ukuya ngaphezu kwe-10,000 yuan/toni.
Intatheli yaqaphela ukuba ekupheleni kukaFebruwari 2021, amashishini ephepha aqala ukufumana imiyalelo emitsha ngo-Matshi, kwaye ixabiso lemiyalelo esayiniweyo lenyuke nge-500 yuan / ton xa kuthelekiswa nexesha elidlulileyo.Nangona kunjalo, xa kuthelekiswa noFebruwari, ukunyuka kwexabiso lee-odolo ezifunyenwe ngo-Matshi kwandiswe ukusuka kwi-500 ye-yuan/toni yokuqala ukuya malunga ne-1,800 ye-yuan/toni.Yenza ikhadibhodi emhlophe yebhrendi eqhelekileyo ibonelele ngeeyuan ezili-10,000 ngetoni.
Ngaphambili, i-Bohui Paper yachaza ukuba ngenxa yempembelelo yeendleko zokusebenza kunye nokunyuka okubukhali kwixabiso lezinto ezahlukahlukeneyo, ixabiso le "ikhadi elimhlophe / ikhadi lobhedu / ikhadi lokutya" licwangciselwe ukunyuka nge-500 yuan / toni ukusuka. NgoJanuwari 26, 2021. Ukususela ngoFebruwari 26, 2021, iya kwandiswa nge-500 yuan / ton kwakhona.Ngomhla we-1 ka-Matshi, imarike yekhadibhodi emhlophe inyuse ngokukhawuleza ixabiso layo kwakhona.Iphepha leBohui linyuse ixabiso layo nge-1,000 yuan/toni, ngaloo ndlela ingena kwixesha le-yuan eyi-10,000.
UQin Chong, umphandi ovela eZhongyan Puhua, uhlalutye kwiintatheli ukuba isizathu sokuphuculwa kweshishini lekhadibhodi emhlophe kukuba "i-plastic restriction order" iphuculwe.Ikhadibhodi emhlophe ibe yindawo yeplastiki, kwaye imfuno yemarike inyuke ngokukhawuleza, eqhuba ngokuthe ngqo ukukhula kweengeniso zeshishini.Okwangoku, ukusetyenziswa konyaka kweengxowa zeplastiki kwilizwe lam kudlula iitoni ezizigidi ezi-4.Ukubhengezwa kunye nokuphunyezwa kwe "plastic restriction order" kuya kunciphisa kakhulu ukusetyenziswa kweengxowa zeplastiki.Ngoko ke, kwiminyaka emi-3 ukuya kwemi-5 ezayo, ikhadibhodi emhlophe iya kunandipha "ibhonasi" .
“Esona sizathu siphambili sokunyuka ngokukhawuleza kwexabiso lekhadibhodi emhlophe kukuba unikezelo lwepulp lunqongophele, kwaye ukunyuka kwamaxabiso kukhokelele ekunyukeni kwamaxabiso ephepha.Umphathi wenkampani yephepha ekhankanywe ngasentla uxelele iintatheli.
U-Tan Chong uphinde waxelela iintatheli ukuba ukunyuka kwexabiso lekhadibhodi emhlophe kunento eninzi yokwenza kunye nokunikezelwa kwezinto eziluhlaza.Okwangoku, ukunqongophala kwezinto eziluhlaza kwikhadibhodi emhlophe kwilizwe lam kuye kwakhokelela ngokuthe ngqo ekunyuseni kweendleko, okubangele ukunyuka kwexabiso lekhadibhodi emhlophe.Ukusukela ngo-Okthobha kulo nyaka uphelileyo, amaxabiso e-pulp enamagqabi athambileyo kunye ne-hard-leaf pulp zombini zibonise ukunyuka okunyukayo.Abavelisi bamazwe ngamazwe be-pulp yeplanga baqhubekile nokuwanyusa amaxabiso kakhulu, kwaye amaxabiso emarike yasekhaya enaliti kunye namagqabi aqinileyo aqhubekile nokunyuka.I-7266 yuan / ton, 5950 yuan / ton, esinye isitashi, izongezo zekhemikhali kunye nezinye izixhobo zokwenza iphepha kunye namaxabiso amandla nawo ayenyuka.
Ukongeza, ugxininiso lweshishini luyinto ebalulekileyo ebangela ukunyuka okuqhubekayo kwamaxabiso ephepha.Idatha yetyala ye-CSI Pengyuan ibonisa ukuba ngo-2019, umthamo wemveliso wekhadibhodi emhlophe kwilizwe lam malunga ne-10.92 yezigidi zeetoni.Phakathi kweenkampani ezine eziphezulu zephepha, i-APP (i-China) inamandla okuvelisa malunga ne-3.12 yezigidi zeetoni, iPhepha le-Bohui malunga ne-2.15 yezigidi zeetoni, i-Chenming Ishishini lephepha limalunga neetoni ze-2 yezigidi, kwaye i-IWC imalunga ne-1.4 yezigidi zeetoni, i-akhawunti ye-79.40 Ipesenti yesizwe samandla okuvelisa amakhadibhodi amhlophe.
Ngomhla wama-29 kuSeptemba 2020, i-Bohui Paper yabhengeza ukuba ithenda ye-APP (e-China) yokufumana izabelo ze-Bohui Paper yagqitywa, kwaye i-APP (e-China) ibambe i-48.84% yePhepha le-Bohui lilonke, ibe lolona lawulo lwePhepha le-Bohui.Ngomhla we-14 ka-Oktobha, iPhepha le-Bohui libhengeze ukukhethwa kwakhona kwebhodi yabalawuli kunye nebhodi yabaphathi, kunye ne-APP (eChina) ithumele abaphathi ukuba bahlale kwiPhepha leBohui.Emva koku kufunyanwa, i-APP (i-China) ibe yinkokeli yekhadibhodi emhlophe yasekhaya, kunye nomlinganiselo wemveliso ye-48.26%.
Ngokutsho kweNgxelo yoPhando lwe-Orient Securities, phantsi konikezelo olufanelekileyo kunye nephethini yemfuno, ixabiso lekhadibhodi elimhlophe liya kuqhubeka nokunyuka, kwaye ixabiso layo eliphezulu lilindeleke ukuba liqhubeke kwisiqingatha sesibini se-2021. Ukususela ngoko, umkhwa wokubonelela kunye nokufunwa. inxulumene ngokuthe ngqo nesigqi sokukhululwa somthamo omtsha wemveliso yekhadibhodi emhlophe.
Ixabiso "lokunyuka" ingxabano
Ukunyuka kwexabiso lephepha lenze ukuba ezinye iinkampani zephepha zenze imali eninzi, kwaye umyinge wokukhula kwengeniso yengeniso yeshishini lephepha ufikelele kwi-19.02%.
Phakathi kwabo, inzuzo ye-Bohui Paper ngo-2020 inyuke ngokuphindwe kahlanu.Ngokwengxelo yokusebenza ekhutshwe yi-Bohui Paper ngo-Matshi 9, ingeniso yayo yokusebenza kwi-2020 yayiyi-13.946 yebhiliyoni ye-yuan, ukunyuka konyaka-ngonyaka kwe-43.18%;Ingeniso yesambuku eyabalelwa kubanini-zabelo beenkampani ezidwelisiweyo yayizizigidi ezingama-835 zeeyuan, ukunyuka konyaka-nyaka ngama-524.13%.
Iphepha le-Bohui lathi eyona nto iphambili echaphazela ukusebenza kwayo kukutshintsha kwemigaqo-nkqubo yezoshishino yelizwe efana noRhulumente "Iimbono malunga nokuQinisekiswa okuPhambili kokuLawulwa koNgcoliseko lwePlastiki" kunye "neSibhengezo kwiMiba eNxulumene nokuBhalwa ngokuBanzi ekuNgenisweni kweNkunkuma eQinisekileyo".Ukuchasana okukhulayo okubonakalayo phakathi konikezelo kunye nemfuno kuye kwabangela ukuba kubuyelwe kwakhona kwimpumelelo yeshishini, kwaye intengiso yemveliso yenkampani kunye namaxabiso anyuke ngokuthe chu ngo-2020.
Okwangoku, ukunyuka kwamaxabiso ezinto ezikrwada zemichiza efana neshishini lephepha kutsale umdla kwihlabathi langaphandle.Ngexesha leeseshoni ezimbini kulo nyaka, u-Hu Dezhao, ilungu leKomiti yeSizwe yeNkomfa yezoPolitiko yabantu baseTshayina kunye nosihlalo we-Baiyun Electric (603861.SH), wazisa isiphakamiso sokuthintela ukunyuka kwezulu kwezinto eziluhlaza kunye nokugcina "ukuzinza okuthandathu" kunye "iziqinisekiso ezintandathu".Amalungu angaphezu kwama-30 ngokudibeneyo acebise ukuba banethemba lokulawula amaxabiso anyukayo ukugcina "ukuzinza okuthandathu" kunye "neziqinisekiso ezintandathu".
Isindululo esingentla sikhankanye ukuba emva kokungena kwiholide yoMnyhadala weNtwasahlobo, ixabiso lezinto eziluhlaza laqhubeka nokutsiba ngokugqithisileyo ngama-20% ukuya kuma-30%.Ixabiso lezinto ezithile zemichiza ekrwada liye lanyuka ngaphezu kwe-10,000 yuan / toni ngonyaka-ngonyaka, kwaye ixabiso lephepha lesiseko semizi-mveliso liye lanyuka ngokungazange libonwe ngaphambili.Emva koMnyhadala waseNtwasahlobo, iphepha elikhethekileyo liyenyuka nge-1,000 yuan/toni, kwaye ezinye iindidi zephepha ziye zatsiba nge-3,000 ye-yuan/toni ngexesha elinye.
Umxholo wesindululo ubonisa ukuba kuyinto eqhelekileyo ukuba izinto zokwenziwa kwemveli ziphendule ngaphezu kwe-70% ukuya kwi-80% yeendleko.“Abanikazi bamashishini amancinci naphakathi bakhala ngelithi amaxabiso ezinto zokuvelisa ayenyuka, kwaye abathengi abasezantsi abazimiselanga ukunyusa amaxabiso, kwaye ubomi bunzima kakhulu.Ezinye izinto ziyimarike yomthengisi we-monopoly, kwaye ixabiso likhuphuka ngokukhawuleza kwinqanaba lokuqala, elitenxayo kwixabiso eliqhelekileyo kwaye likhokelela kwixabiso leendleko.Ikwaphezulu kunexabiso lemveliso, ezinye iinkampani zikhetha ukubuyisela iodolo yazo, yaye ezinye iinkampani zisengxakini ngenxa yokuba ixabiso leodolo alikwazi kuzihlawula iindleko.”
U-Tan Chong uxelele iintatheli ukuba ukunyuka kwamaxabiso okuthe gqolo kwekhadibhodi emhlophe kukwaluxinzelelo olukhulu lweendleko kumashishini asezantsi (amashishini okupakisha, amashishini okushicilela), kwaye abathengi banokulihlawula ekugqibeleni ityala: imali yokupakisha. "
“Ukunyuka kwamaxabiso ephepha kubeka uxinzelelo kumashishini asezantsi.Nangona kunjalo, isizathu esibalulekileyo sokunyuka kwamaxabiso ephepha kukuba kwinkqubo yokuthengisa amakhadibhodi amhlophe, abathengisi badlala indima ebalulekileyo.Nangona kunjalo, yintoni abathengisi abathengisa ngayo kwizityalo zokupakisha ezisezantsi liphepha abaligcinileyo kwinyanga ephelileyo.Nje ukuba ixabiso linyukile, inzuzo iya kuba nkulu kakhulu, ngoko ke abathengisi bazimisele kakhulu ukulandela ukonyuka.Umphathi wenkampani yephepha ekhankanywe ngasentla uxelele iintatheli.
Esi sindululo singentla sicebisa ukuba amasebe afanelekileyo kufuneka anyanzelise ukubeka iliso kunye nokuhlolwa, kwaye enze uqinisekiso lwamaxabiso olusekwe kwiimveliso ezinyukayo nezisezantsi, ukudibanisa ukuzihlola kunye nokubekwa kweliso, ukuthintela ngokungqongqo ukugcinwa kwempahla, ukunyusa amaxabiso ezinto ezikrwada kunye neemveliso ezisisiseko zemizi-mveliso, kwaye ubeke iliso elibukhali. isalathiso samaxabiso sezinto ezisetyenziswayo kwimizi-mveliso kunye neemveliso ezininzi zokuthintela imathiriyeli ekrwada.Ukunyuka, ukugcina "uzinzo ezintandathu" kunye "neziqinisekiso ezintandathu", kunye nokukhuthaza uphuhliso oluphezulu loqoqosho lwaseTshayina.
Ixesha lokuposa: Jul-14-2022