Peb lub tuam txhab muab qhov zoo tshaj plawskraft daim ntawv, corrugated puag ntawv, zaub mov qib dawb daim npav daim ntawv
Tsis ntev los no, tus nqi ntawm cov khoom siv tshuaj lom neeg tau nce siab, ua rau muaj kev cuam tshuam ntawm cov saw hlau hauv kev lag luam.Ntawm lawv, vim qhov nce ntawm cov nqi ntawm cov khoom siv raw khoom thiab cov nqi ntawm cov khoom siv, cov nqi ntawm cov ntawv dawb tau tshaj 10,000 yuan / ton, thiab qee cov tuam txhab ntawv tau txais nyiaj ntau.
Yav dhau los, thaum kawg ntawm Lub Rau Hli 2020, qhov tau txais ntawm Bohui Ntawv (600966.SH) los ntawm Sinar Mas Paper (Tuam Tshoj) Investment Co., Ltd. kev tshawb nrhiav.Tus nqi ntawm daim ntawv yog 5,100 yuan / ton.Thaum pib lub Peb Hlis xyoo no, tus nqi ntawm cov ntawv dawb tau nce mus rau 10,000 yuan / tuj, thiab tus nqi ntawm cov ntawv dawb hauv tsev tau nkag mus rau lub sijhawm ntawm 10,000 yuan.Tawm tsam qhov teeb meem no, Bohui Ntawv cov nyiaj tau los hauv 2020 tau nce plaub zaug.
Hauv kev xam phaj nrog tus neeg sau xov xwm los ntawm Tuam Tshoj Kev Lag Luam Xov Xwm, tus thawj coj ntawm lub tuam txhab ntawv teev npe tau hais tias qhov nce sai ntawm tus nqi ntawm cov ntawv dawb tau txais kev nyiam los ntawm kev ua lag luam.Nyob rau hauv ob qhov kev sib tham xyoo no, qee cov neeg sawv cev kuj tau mloog txog qhov teeb meem ntawm cov ntawv nce nqi, thiab muab cov lus pom zoo cuam tshuam.Qhov nce hauv cov ntawv dawb yog feem ntau yog vim muaj kev lag luam muaj zog.Tom qab nws tus nqi siab tshaj 10,000 yuan, lub peev xwm ntau lawm ntawm Chenming Daim ntawv dawb cardboard tseem nyob rau tag nrho cov khoom, thiab ntau lawm thiab muag khoom yog sib npaug.Tsis tas li ntawd, tus nqi ntawm cov ntaub ntawv raw cov ntaub ntawv kuj nce, thiab cov ntawv nqi yog ntau conductive.
Tus nqi tsoo lub cim lab-duas
Qhov tseeb, qhov nce ntawm cov nqi ntawv tau tshwm sim nyob rau lub Yim Hli 2020. Lub sijhawm ntawd, kev lag luam xav tau qis dua thiab rov qab los.Kev cuam tshuam los ntawm kev hloov pauv ntawm cov khoom siv thiab kev xav tau kev sib raug zoo, tus nqi ntawm ntau hom ntawv hauv khw tau nce.
Hais txog cov duab los qhia dawb, thaum lub Cuaj Hlis 2020, Chenming Paper, Wanguo Sun, thiab Bohui Ntawv tau pib coj qhov nce mus txog tam sim no.Tus nqi ntawm cov khoom lag luam tseem ceeb ntawm cov ntawv dawb hauv cov khw feem ntau tau nce zuj zus los ntawm 5,500 / tuj mus rau ntau dua 10,000 yuan / tuj.
Tus neeg sau xov xwm tau pom tias thaum kawg ntawm Lub Ob Hlis 2021, cov ntawv zeb tau pib tau txais kev txiav txim tshiab hauv lub Peb Hlis, thiab tus nqi ntawm cov ntawv kos npe tau nce 500 yuan / tuj piv nrog rau lub sijhawm dhau los.Txawm li cas los xij, piv nrog Lub Ob Hlis, tus nqi nce ntawm kev txiav txim tau txais hauv lub Peb Hlis tau nthuav dav los ntawm thawj 500 yuan / tuj mus rau ib ncig ntawm 1,800 yuan / tuj.Ua rau lub ntsiab hom ntawv dawb cardboard muab 10,000 yuan / tuj.
Yav dhau los, Bohui Ntawv tau hais tias vim muaj kev cuam tshuam ntawm cov nqi khiav lag luam thiab qhov nce ntawm tus nqi ntawm ntau yam raw khoom, tus nqi ntawm "dawb daim npav / daim npav tooj liab / daim npav khoom noj" series cov khoom tau teem sijhawm nce 500 yuan / tuj los ntawm Lub Ib Hlis 26, 2021. Los ntawm Lub Ob Hlis 26, 2021, nws yuav nce 500 yuan / ton dua.Thaum Lub Peb Hlis 1, kev ua lag luam dawb cardboard dheev nce nws tus nqi dua.Bohui Ntawv tau nce nws tus nqi los ntawm 1,000 yuan / tuj, yog li nkag mus rau lub sijhawm ntawm 10,000 yuan.
Qin Chong, tus kws tshawb fawb los ntawm Zhongyan Puhua, soj ntsuam rau cov neeg sau xov xwm tias vim li cas rau kev txhim kho ntawm kev lag luam dawb cardboard yog tias "kev txwv txiav yas" tau hloov kho dua tshiab.Dawb cardboard tau dhau los ua ib qho kev hloov pauv rau cov yas, thiab kev lag luam xav tau nce siab, uas ncaj qha rau kev loj hlob ntawm kev lag luam profits.Tam sim no, kev siv txhua xyoo ntawm cov hnab yas hauv kuv lub tebchaws tau tshaj 4 lab tons.Kev tshaj tawm thiab ua raws li "kev txwv txiav cov yas" yuav txo qis kev siv cov hnab yas zoo heev.Yog li ntawd, nyob rau hauv 3 mus rau 5 xyoo tom ntej no, dawb cardboard tseem yuav txaus siab rau "khoom plig".
"Qhov laj thawj tseem ceeb ntawm kev nce nrawm ntawm tus nqi ntawm cov ntawv dawb yog tias cov khoom siv ntawm cov khoom siv tsis txaus, thiab nws cov nqi nce tau ua rau cov nqi ntawv nce ntxiv."Tus thawj coj ntawm lub tuam txhab ntawv hais saum toj no hais rau cov neeg sau xov xwm.
Tan Chong kuj tau hais rau cov neeg sau xov xwm tias qhov nce ntawm tus nqi ntawm cov ntawv dawb muaj ntau yam ua rau cov khoom siv raw.Tam sim no, qhov tsis txaus ntawm cov khoom siv raw rau cov ntawv dawb hauv kuv lub teb chaws tau coj ncaj qha mus rau kev nce nqi, uas tau ua rau nce nqi ntawm cov ntawv dawb.Txij li thaum Lub Kaum Hli xyoo tas los, cov nqi ntawm cov nplooj ntoo mos thiab cov nplooj tawv tawv tawv tau ob qho tib si qhia txog kev nce siab.Cov tuam txhab ntoo ntoo thoob ntiaj teb tau txuas ntxiv nce tus nqi ntau, thiab cov khoom lag luam hauv tsev cov nqi ntawm rab koob- thiab nplooj tawv tawv tau nce ntxiv.7266 yuan / tuj, 5950 yuan / tuj, lwm yam hmoov txhuv nplej siab, tshuaj additives thiab lwm yam papermaking accessories thiab lub zog nqi kuj nce.
Tsis tas li ntawd, kev lag luam concentration kuj yog ib qho tseem ceeb uas ua rau muaj kev nce ntxiv hauv cov nqi ntawv.CSI Pengyuan credit cov ntaub ntawv qhia tau hais tias nyob rau hauv 2019, tag nrho cov peev xwm ntawm cov ntawv dawb hauv kuv lub teb chaws yog kwv yees li 10.92 lab tons.Ntawm plaub lub tuam txhab ntawv saum toj kawg nkaus, APP (Tuam Tshoj) muaj peev xwm tsim tau txog 3.12 lab tons, Bohui Ntawv txog 2.15 lab tons, Chenming Cov ntawv kev lag luam muaj txog 2 lab tons, thiab IWC yog kwv yees li 1.4 lab tons, suav txog 79.40. % ntawm lub teb chaws dawb cardboard muaj peev xwm.
Thaum Lub Cuaj Hlis 29, 2020, Bohui Ntawv tshaj tawm tias APP (Tuam Tshoj) qhov kev sib tw kom tau Bohui Paper cov khoom tau ua tiav, thiab APP (Tuam Tshoj) tuav tag nrho 48.84% ntawm Bohui Ntawv, dhau los ua tus tswj hwm ntawm Bohui Ntawv.Thaum Lub Kaum Hli 14th, Bohui Daim Ntawv tshaj tawm rov xaiv tsa pawg thawj coj thiab pawg thawj coj saib xyuas, thiab APP (Tuam Tshoj) tau xa kev tswj hwm los nyob hauv Bohui Ntawv.Tom qab qhov tau txais no, APP (Tuam Tshoj) tau dhau los ua tus thawj coj ntawm cov ntawv dawb hauv tsev, nrog rau qhov muaj peev xwm ntau lawm ntawm 48.26%.
Raws li Orient Securities Research Report, raws li cov khoom siv tau zoo thiab cov qauv xav tau, tus nqi ntawm cov ntawv dawb yuav nce ntxiv, thiab nws cov nqi siab yuav tsum txuas ntxiv mus rau ib nrab xyoo 2021. Txij thaum ntawd los, qhov sib txawv ntawm cov khoom siv thiab kev xav tau. yog ncaj qha cuam tshuam rau kev tso tawm suab nrov ntawm lub peev xwm tsim tawm tshiab ntawm cov ntawv dawb.
Nqe "surge" controversy
Tus nqi skyrocketing ntawm daim ntawv tau ua rau qee cov tuam txhab ntawv ua tau nyiaj ntau, thiab qhov nyiaj tau los nruab nrab ntawm kev lag luam ntawv tau mus txog 19.02%.
Ntawm lawv, Bohui Paper cov nyiaj tau los hauv 2020 tau nce tsib npaug.Raws li daim ntawv tshaj tawm kev ua haujlwm tau tshaj tawm los ntawm Bohui Daim Ntawv rau Lub Peb Hlis 9, nws cov nyiaj tau los ua haujlwm hauv xyoo 2020 yog 13.946 billion yuan, ib xyoos ib zaug nce ntawm 43.18%;cov nyiaj tau los ntawm cov tswv cuab ntawm cov tuam txhab teev npe yog 835 lab yuan, ib xyoos ib zaug nce ntawm 524.13%.
Bohui Paper tau hais tias qhov tseem ceeb cuam tshuam rau nws txoj kev ua haujlwm yog qhov hloov pauv hauv lub teb chaws txoj cai kev lag luam xws li Lub Xeev "Cov Kev Pom Zoo Ntxiv rau Kev Txhim Kho Kev Tswj Xyuas Cov Plastics" thiab "Kev Tshaj Tawm Txog Cov Teeb Meem Muaj feem cuam tshuam rau Kev Txiav Txim Siab Ntawm Kev Ntshuam Cov Khoom Siv Hluav Taws Xob".Qhov kev tsis sib haum xeeb tseem ceeb ntawm kev xa khoom thiab kev thov tau ua rau muaj kev rov qab los ntawm kev lag luam kev vam meej, thiab lub tuam txhab cov khoom muag thiab cov nqi tau nce tsis tu ncua hauv 2020.
Tam sim no, tus nqi nce siab ntawm cov khoom siv tshuaj lom neeg xws li kev lag luam ntawv tau nyiam los ntawm lub ntiaj teb sab nraud.Thaum lub sijhawm ob lub rooj sib tham xyoo no, Hu Dezhao, tus tswvcuab ntawm Pawg Neeg Saib Xyuas Kev Ncaj Ncees Hauv Tebchaws Suav thiab tus thawjcoj ntawm Baiyun Electric (603861.SH), tau coj cov lus pom zoo los tiv thaiv kev nce siab ntawm cov khoom siv raw thiab tswj "rau kev ruaj ntseg" thiab "rau guarantees".Ntau tshaj 30 tus tswv cuab tau sib koom ua ke hais tias lawv vam tias yuav tswj hwm tus nqi nce siab kom tswj tau "rau qhov kev ruaj ntseg" thiab "rau qhov lav".
Cov lus qhia saum toj no tau hais tias tom qab nkag mus rau Lub Caij Nplooj Ntoos Hlav Caij Nplooj Ntoos Hlav, tus nqi ntawm cov khoom siv raw txuas ntxiv dhia wildly los ntawm 20% mus rau 30%.Tus nqi ntawm qee cov khoom siv tshuaj lom neeg tau nce ntau dua 10,000 yuan / tuj xyoo-rau-xyoo, thiab tus nqi ntawm cov ntawv hauv paus tau nce tsis tau muaj dua.Tom qab lub caij nplooj ntoos hlav Festival, cov ntawv tshwj xeeb feem ntau tau nce los ntawm 1,000 yuan / tuj, thiab qee hom ntawv txawm dhia los ntawm 3,000 yuan / tuj ib zaug.
Cov ntsiab lus ntawm cov lus pom zoo qhia tau hais tias nws yog ib txwm ua rau cov khoom siv tsim khoom ib txwm suav nrog ntau dua 70% txog 80% ntawm tus nqi."Cov tswv ntawm cov lag luam me thiab nruab nrab yws yws tias tus nqi ntawm cov khoom siv tau nce siab, thiab cov neeg siv khoom qis qis tsis kam nce nqi, thiab lub neej nyuaj tshwj xeeb.Qee cov ntaub ntawv yog tus neeg muag khoom lag luam monopoly, thiab tus nqi nce siab ntawm thawj theem, uas deviates los ntawm tus nqi ib txwm thiab ua rau tus nqi qis.Nws kuj tseem siab dua tus nqi ntawm cov khoom, qee lub tuam txhab xaiv kom them rov qab qhov kev txiav txim kom them rov qab, thiab qee lub tuam txhab muaj teeb meem vim tus nqi ntawm qhov kev txiav txim tsis tuaj yeem them tus nqi. "
Tan Chong tau hais rau cov neeg sau xov xwm tias qhov kev nce nqi ntawm cov ntawv dawb dawb kuj yog ib qho txiaj ntsig zoo rau cov lag luam hauv qab (cov chaw ntim khoom, cov chaw luam ntawv), thiab cov neeg siv khoom thaum kawg tuaj yeem them tus nqi: "Thaum cov neeg siv khoom yuav khoom, koj yuav tsum siv me ntsis ntxiv. nyiaj txiag ntawm kev ntim khoom. "
"Qhov nce ntawm cov nqi ntawv ua rau muaj kev ntxhov siab rau cov lag luam hauv qab.Txawm li cas los xij, ib qho laj thawj tseem ceeb rau kev nce nqi ntawm cov ntawv yog tias nyob rau hauv cov txheej txheem ntawm kev muag cov ntawv dawb, cov neeg muag khoom ua lub luag haujlwm tseem ceeb.Txawm li cas los xij, dab tsi cov neeg muag khoom muag rau cov khoom ntim qis qis yog cov ntawv lawv tau khaws cia lub hli tas los.Thaum tus nqi nce, cov txiaj ntsig yuav loj heev, yog li cov neeg muag khoom txaus siab ua raws li qhov nce. "Tus thawj coj ntawm lub tuam txhab ntawv hais saum toj no hais rau cov neeg sau xov xwm.
Cov lus pom zoo saum toj no qhia tias cov tuam haujlwm muaj feem cuam tshuam yuav tsum tswj xyuas thiab tshuaj xyuas, thiab ua tus nqi pov thawj raws li cov khoom lag luam nce thiab nqis, sib koom ua ke kev tshuaj xyuas tus kheej thiab kev saib xyuas, nruj me ntsis txwv tsis pub hoarding, tsav tus nqi ntawm raw khoom thiab cov khoom lag luam yooj yim, thiab saib xyuas kom zoo. tus nqi ntsuas ntawm cov khoom siv raw thiab cov khoom lag luam ntau los tiv thaiv cov khoom siv raw.Soaring, tswj "rau stability" thiab "rau guarantees", thiab txhawb txoj kev loj hlob zoo ntawm Tuam Tshoj txoj kev lag luam.
Post lub sij hawm: Lub Xya hli ntuj-14-2022