'Maraka oa pampiri ea ho paka, o' nileng oa tsoela pele ho fokotseha, o bonahala o fetohile ho tloha ka August: ha se feela mokhoa oa ho theoha ha theko ea pampiri o tsitsitseng, empa lihlahisoa tse ling tsa pampiri li boetse li fane ka mangolo a ho eketseha ha theko haufinyane, empa ka lebaka la lintlha tse kang bofokoli ba 'maraka. , ba ka leka feela ho eketseha ha theko hanyenyane.pampiri e koahetsoeng ka lehlakore le le leng

Ka lehlakoreng le leng, ho feta halofo ea August, ho phahama ha theko e ncha ka kopanelo ke lik'hamphani tsa pampiri tsa setso mathoasong a August qetellong ho ile ha e-ba thata ho hlōla tlhokahalo e fokolang ea 'maraka,' me ho kenngoa ts'ebetsong ea litaelo tse tsoang lifemeng tsa pampiri ho ile ha sitisoa.Leha ho le joalo, tlas’a motheo oa litšenyehelo tse phahameng, litheko tsa lifeme tsa pampiri li tla tsoela pele ho tiea.

"Phato ke nako ea phetoho ea nako ea maemo a holimo.Le hoja tlhokahalo e eketsehile khoeli le khoeli, keketseho e lekanyelitsoe.Ho lebelletsoe hore phepelo ea 'maraka le tlhoko ea indasteri ea pampiri e ntse e tla qothisana lehlokoa le Phato. ”Mohlahlobi oa litaba oa Zhuo Chuang Xu Ling o bolelletse moqolotsi oa litaba oa "Securities Daily".pampiri e entsoeng ka pampiri e nang le pe e le 'ngoe

Ha re sheba bokamoso ba indasteri ea pampiri, tlaleho ea morao-rao ea lipatlisiso ea Everbright Securities e lumela hore hajoale, pulp ea nako e khuts'oane ka lehlakoreng la litšenyehelo e tla lula e le holimo ebile e feto-fetoha, 'me ho lebelletsoe hore ho ka ba le ntlha ea inflection karolong ea bone. kotara;moruo oa mose ho maoatle lehlakoreng la tlhokeho oa ntlafala, tlhokahalo e matla, 'me tlhoko ea lehae le eona e lebelletsoe ho ntlafala.

Phepelo ea 'maraka le tlhoko e ntse e le papali

Ho tloha ka la 1 Phato ho fihlela joale, 'maraka oa pampiri ea ho paka (masenke le mapolanka) o qetelletse o tsitsitse kamora ho putlama ho hoholo ka Phupu.Haholo-holo kaha litsi tse ling tse kholo tsa pampiri li se li qalile ho koaloa bakeng sa tlhokomelo ho latela lengolo le neng le fanoe pele la ho koala, 'me litheko tsa pampiri ea litšila li emisitse ho theoha le ho eketseha,' maraka o qalile mokhoa oa "ho hlophisa mefuta e mengata".senoelo sa pampiri e tala

Lintlha li bontša hore theko ea 'maraka ea pampiri e entsoeng ka masenke le ea li-container e theohile haholo ka Phupu.Likhoebo tse etelletseng pele li ile tsa theola litheko tsa pampiri makhetlo a mangata, 'me lifeme tse nyane le tse mahareng tsa pampiri li ile tsa latela, ka phokotso e akaretsang ea 100/ton to 300/ton.Moqolotsi oa litaba o ile a hlokomela hore ka mor'a hore e kene ka Phato, ha lifeme tse ling tse kenyang thepa ka tlas'a metsi li qala ho tlatsa thepa ka bongata bo loketseng, 'me palo ea liindasteri tsa pampiri libakeng tse ling e ile ea eketseha ha e bapisoa le nako e fetileng, haufinyane lifeme tse ling tsa pampiri li ile tsa qala ho eketsa feme ea khale. theko ea pampiri ea motheo.Ke feela hore keketseho ea theko ha e kholo, haholo 30 / ton ho 50 / ton, e bolelang hore tlhahlobo e hlakile.

“Kaha litheko tsa pampiri li tsoela pele ho theoha, lifeme tse ngata tse nyenyane le tse mahareng tsa pampiri li mothating oa ho fumana phaello kapa tahlehelo kapa li se li lahlehetsoe ke chelete.Ho phaella moo, morao tjena 'maraka oa pampiri ea litšila o tsoetse pele ka mokhoa o pota-potileng,' me theko ea lihlahisoa tsa lihlahisoa tsa pampiri e nyolohile.Ke ka lebaka leo lifeme tsa pampiri tse pakang li ikemiselitseng ho tšehetsa litheko haufinyane. ”Shandong Monghali Zhou, ea okametseng feme ea lipampiri tse pakang Zibo, o bolelletse baqolotsi ba litaba hore 'maraka o ntse o le ka har'a sehla, mme tlhoko ha e so fetohe.Keketseho e nyane ea litheko tsa pampiri e boetse ke karabelo ho liteko tsa lik'hamphani tsa ho paka tse tlase.pampiri e tala 8oz bakeng sa senoelo

Xu Ling o ile a tsebisa baqolotsi ba litaba hore le hoja mechine e meholo ea pampiri e sebelisitse merero ea tlhokomelo ka ho latellana, 'me tlhahiso e lebeletsoe ho fokotseha khoeli le khoeli, thepa ea pele ea' maraka mathoasong a August e ne e batla e le khōlō, 'me matla a eketsehileng a tlhahiso a ile a lokolloa. ka Phato, khatello ea phepelo ka kakaretso e ntse e le teng.'Me Phato ke khoeli ea phetoho lipakeng tsa linako tse tlase le tsa tlhoro ea pampiri ea masenke le liboto.Tlas'a maemo a hore tlhokahalo ha e so eketsoe, papali lipakeng tsa phepelo le tlhoko e ntse e le teng, mme mmaraka o ka fetoha haholo.

Papali e tšoanang ea phepelo le tlhokahalo e boetse e bonahala 'marakeng oa pampiri oa setso.Ho tloha ka la 1 August, lik'hamphani tsa pampiri tsa setso li qalile potoloho e ncha ea theko ka 200 / ton.Leha ho le joalo, tlhokahalo ea 'maraka e fokola, palo ea khoebo e fokotsehile,' me ts'ebetsong ea litaelo tsa feme ea pampiri e sitisoa.Boemo ba hore lengolo le joalo la ho eketseha ha theko ho thata ho le kenya ts'ebetsong le etsahetse ka makhetlo a mangata tabeng ea tlhokahalo e fokolang ea kakaretso indastering ea pampiri ea setso karolong ea pele ea selemo sena.lisebelisoa tse tala bakeng sa linoelo tsa pampiri 4 oz

Ka mor'a ho kena karolong ea boraro, ho phahama ha theko ka lik'hamphani tsa pampiri ea setso ka July ho ile ha ratoa ke litaelo tse ling tsa khatiso.Ka nako eo, ts'ebetsong ea theko ea lifeme tsa pampiri e ne e batla e e-na le tšepo.Leha ho le joalo, ho tloha ha August e kena mehleng ea khale ea pampiri ea setso, litaelo tsa khatiso le khatiso li kene sethaleng sa ho qetela, litaelo tsa sechaba li ile tsa tsoela pele ho futsaneha, 'me boholo ba barekisi ba' maraka le bona ba tlalehile tlhokahalo e fokolang, kahoo potoloho ena ea ho eketseha ha theko e ne e fokola, tlhahiso le lihlahisoa li ne li fokola. thekiso ka kakaretso e ne e khelosoa, 'me lifeme tsa khatiso ha e le hantle li boloka theko e batloang feela."Ka nako e khuts'oane, boemo ba papali lipakeng tsa 'maraka o ka holimo le o tlase oa' maraka oa pampiri oa setso bo hlahelletse, 'me libapali tse ling tsa indasteri li khutlisa chelete,' me theko ea 'maraka e ka theoha."Ho boletse Zhang Yan.

Litheko tsa pulp li lebelletsoe ho tlisa ntlha ea ho fetoha

Tlaleho ea halofo ea selemo ea indasteri ea pampiri e haufi le ho phatlalatsoa.Ho latela lintlha tsa Oriental Fortune Choice, ho tloha hajoale, lik'hamphani tse 8 ho tse 22 tse thathamisitsoeng ho A-share indastering ea pampiri indastering ea Shenwan li senotse likhakanyo tsa bona tsa ts'ebetso, 'me tse 6 tsa tsona li lebelletsoe ho ba le phokotseho e matla ea ts'ebetso., Lik'hamphani tsa 2 li lebeletsoe ho lahleheloa ke chelete ka lekhetlo la pele.Bothata ba hore indasteri e nakong e tlase halofo ea pele ea selemo e bonahala.lisebelisoa tse tala tsa ho etsa likopi tsa pampiri

Maemo a morao-rao a 'maraka a indasteri ea pampiri ea liphutheloana e boletsoeng ka holimo le indasteri ea pampiri ea setso le eona e bontša hore indasteri ea pampiri e ntse e tobane le khatello e kholo ea likhohlano lipakeng tsa phepelo le tlhoko ho tloha ha e kena karolong ea boraro.Joale indasteri e tla tsoa neng ho putlama?Phetoho e tla tla neng?

"Ka kakaretso, ho feto-fetoha ha potoloho molemong oa indasteri ea pampiri ho susumetsoa ke phapang lipakeng tsa litheko tsa pampiri le thepa e tala."Tlaleho ea morao-rao ea lipatlisiso ea Everbright Securities e bontšitse.Nakong ea lipuisano, bahlahlobisisi ba bangata ba indasteri ba ne ba boetse ba lumela hore, e le ho hlokomela ho fetoha ha maemo a thata indastering, ka lehlakoreng le leng, ho itšetlehile ka mokhoa oa litheko tsa pulp, 'me ho bohlokoa le ho feta, ho tsosolosoa ha tlhokahalo.

Ho latela pono ea phepelo ea hajoale ea phepelo le tlhokahalo le mokhoa oa tlholisano oa indasteri ea pampiri, Everbright Securities e hlahlobile hore lehlakore la tlhokeho le ntse le hlaphoheloa ka hare ho naha le kantle ho naha.Ha ho bapisoa, tlhoko ea mose ho maoatle e ntse e hlaphoheloa haholo, e leng se etsang hore tšebeliso ea lihlahisoa tsa pampiri e eketsehe.Har'a tsona, Bochabela bo Hare le Tlhokahalo ea Asia Boroa-bochabela e matla haholo, 'me ho hlakile hore phepelo ea mose ho maoatle ha ea lekana.Bahlahisi ba ka sehloohong ba ka hare ho naha ba ekelitse matsapa a bona a ho romela thepa kantle ho naha, 'me sekhahla sa kholo ea selemo le selemo sa thepa e romelloang kantle ho naha ea heso se ntse se tsoela pele ho eketseha.lisebelisoa tse tala bakeng sa poleiti ea senoelo sa pampiri

Chenming Paper e kile ea bolela ponelopeleng ea eona ea tšebetso hore halofong ea pele ea selemo, k'hamphani e ne e nka monyetla oa ho se be le phepelo e lekaneng limmarakeng tsa mose ho maoatle le ho leka ho ntshetsa pele 'maraka oa machabeng.Bohui Paper, eo hape e potlakisang nts'etsopele ea 'maraka oa machabeng, e boetse e boletse hore karolo ea thekiso ea kantle ho naha ea k'hamphani e ntse e eketseha.

Mabapi le phokotso e latelang ya tlhokeho ya lehae, Everbright Securities e dumela hore le hoja tlhokeho ya lehae ka kakaretso e fokola ka lebaka la kgahlamelo ya seoa sena, ho lebeletswe ho ntlafala nakong e tlang.Mabapi le likaroloana, tlhokahalo ea pampiri ea setso e fokola, 'me tlhokahalo e akaretsang ea pampiri e entsoeng ka masenke le letlapa la linkho ha e so hlake.Tlhokahalo e tlase ea khateboto e tšoeu le pampiri e khethehileng e batla e le ntle.pampiri e hatisitsoeng

Mabapi le mokhoa oa ho latela oa lehlakore la litšenyehelo, mekhatlo e mengata e ahlotse hore theko ea nako e khutšoanyane ea pulp e tla lula e le holimo le e sa tsitsang, empa ho lebeletsoe hore ntlha ea inflection e ka etsahala karolong ea bone.Ho utloisisoa hore tlhahiso ea hona joale le thekiso ea lifeme tse kholo tsa pulp lefatšeng ka bophara li folile, 'me matla a macha a tlhahiso a ntse a tsoela pele joalo ka ha ho reriloe.Ho lebeletsoe hore phepelo ea makhapetla e tla eketseha butle-butle ho tloha karolong ea boraro ea 2022. Everbright Securities e bontšitse hore nakong ea ho theoha ha litheko tsa pulp, phaello ea pampiri e ka sehloohong e tla lokisoa haholo.pampiri e koahetsoeng bakeng sa linoelo