Kusintha kwamakampani a Pulp ndi mapepala

Kuchokera ku Wisdom Finance

Huatai Securities idatulutsa lipoti lofufuza kuti kuyambira Seputembala, zamkati ndi makampani opanga mapepala awona zizindikiro zabwino kwambiri pakufunika. Opanga mapepala omalizidwa nthawi zambiri amagwirizanitsa mitengo yawo yoyambira ndikuchepetsa kwazinthu.

Mitengo yazakudya ndi mapepala nthawi zambiri ikukwera, ndipo phindu lamakampani likuyenda bwino. Amakhulupirira kuti izi zikuwonetsa kuti makampaniwa sali kutali ndi malo omwe amafunidwa potengera nyengo yomwe ili pachimake. Komabe, kumbali ina, popeza nthawi yotulutsa gawo lalikulu lamakampani isanadutse, kubweza ndi kufunidwa kungakhale koyambirira kwambiri.

Mu Seputembala, makampani ena otsogola adalengeza kuchepa kwa ntchito yomanga mapulojekiti ena, kukula kwakukulu kwa gawo lazakudya ndi mapepala amakampani akuyembekezeredwa kusiyanasiyana mu 2024, ndipo kuperekedwa kwatsopano kwa mitundu ina kukuyembekezeka kuchepa. , zomwe zimathandizira kuti bizinesiyo isinthe.

Bokosi lamalata: Zolemba za mphero zidatsika mpaka kutsika, kuthandizira kukwera kwamitengo

Chifukwa cha kuchuluka kwa anthu omwe amagwiritsa ntchito Chikondwerero cha Mid-Autumn ndi Tsiku Ladziko Lonse komanso kubwezeredwa kwazinthu zotsika pansi, kutumiza kwa malata kwakula kwambiri kuyambira Seputembala. Zosungirako zatsika kuchokera masiku 14.9 kumapeto kwa August mpaka pafupifupi masiku 6.8 (kuyambira pa October 18), mlingo wochepa m'zaka zitatu zapitazi.

Kukonzanso kwamitengo yamapepala kwakwera pambuyo pa Seputembala ndipo kwakweranso + 5.9% kuyambira pakati pa Ogasiti. Kukula kwa malata a Boxboard kukuyembekezeka kutsika kwambiri mu 2024 poyerekeza ndi 2023 pomwe makampani otsogola amachepetsa ntchito yomanga. Amayembekeza milingo yotsika yosungiramo zinthu kuti ithandizire mitengo yamalata munyengo yokwera kwambiri. Komabe, kuyambira mu Ogasiti, mphamvu zatsopano zopanga zidachulukira, ndipo maziko akusintha kwazinthu ndi kufunikira akadali osalimba, 1H24 kapena akufunikabe kukumana ndi mayeso owopsa amsika.

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Gulu la Ivory: Kukhazikika kwanthawi yayitali komanso kukhazikika kofunikira, kuyandikira kwapang'onopang'ono

Kuyambira September,Gulu la Ivory C1skupezeka kwa msika ndi kufunikira kuli kokhazikika, kuyambira pa October 18, kufufuzaku poyerekeza ndi mapeto a August -4.4%, komabe pamlingo wapamwamba m'zaka zaposachedwa. Chifukwa cha kukwera kwamitengo yamitengo yapanyumba m'masabata awiri apitawa, mitengo yoyera yamakatoni idakweranso pambuyo pa Tsiku Ladziko Lonse. Ngati kukhazikitsidwa kukuchitika, mitengo yamakatoni yoyera ikuyembekezeka kubweza 12.7% poyerekeza ndi pakati pa Julayi. Pomaliza kukhazikitsa kwakukuluC2s White Art Cardntchito ku Jiangsu, wozungulira wotsatira wa kugwedezeka kotunga akuyandikira, mitengo yoyera ya makatoni nthawi yokonzanso mwina singakhale yochuluka.

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Pepala lachikhalidwe: kuchira kwamtengo kuyambira Julayi ndikofunikira

Pepala lachikhalidwe ndiye pepala lomalizidwa kwambiri lomwe limatha kuchira mwachangu kwambiri kuyambira 2023pepalandipepala lojambulamitengo inabwereranso 13.6% ndi 9.1%, motero, poyerekeza ndi pakati pa July. Kuthekera kwatsopano kopanga kwapepala lachikhalidweakuyembekezeka kubwerera mwakale mu 2024, koma 2023 akadali pachimake pakukhazikitsa mphamvu. Akuyembekeza kuti padzakhalabe matani 1.07 miliyoni / chaka cha mphamvu zomwe zidzapangidwe kumapeto kwa chaka, ndipo vuto lalikulu la msika likhoza kubwerabe mu 1H24.

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Zipatso: Nyengo yapamwamba imapangitsa kuti mitengo ibwezere, koma kulimba kwa msika kwatsika

Pamodzi ndi kuwongolera kwa kufunikira kwa nyengo yayikulu, mitundu yonse ya mapepala omalizidwa idatsika pang'onopang'ono ndikuwonjezeka kwamitengo yoyambira mu Seputembala, kufunikira kwa zamkati zapakhomo kudapindulanso ndi izi, pakutha kwa mwezi masheya m'madoko akulu aku China adagwa. ndi 13% poyerekeza ndi kumapeto kwa August, kutsika kwakukulu kwa mwezi umodzi chaka chino. Kukula kwapakhomo ndi coniferous zamkati kuyambira kumapeto kwa Seputembala, motsatana, kudakwera kwambiri 14.5% ndi 9.4%, mphero zazikulu zazamkati zaku South America zakwezanso mtengo wazamkati ku China mu Novembala ndi 7-8%).

Komabe, pambuyo pa Tsiku Ladziko Lonse, kulimba pamsika wapakhomo kudachepa chifukwa kufunikira kwa mtsinje kukucheperachepera m'mphepete mwa nyanja ndipo amalonda otumiza kunja nawonso awonjezera kutumiza. Akuyembekeza kuti 2023-2024 ikhala pachimake pakukhazikitsa mphamvu zamagetsi, ndipo chifukwa cha kuchuluka kwazinthu zatsopano zomwe zimachokera kumadera otsika mtengo, kukonzanso kagayidwe kazakudya ndi kufunikira kungakhalenso kosatha.


Nthawi yotumiza: Nov-04-2023