Yanayin masana'antu (akwatin sigari)
Bayanan tattalin arziki a watan Disamba sun nuna cewa buƙatar cikin gida da waje ta ci gaba da ƙaruwa akai-akai. Jimillar tallace-tallacen kayan masarufi sun ƙaru da kashi 7.4% a kowace shekara (Nuwamba: +10.1%). Banda ƙarancin tushen da aka samu a ƙarshen 2022, matsakaicin ci gaban shekaru biyu a wannan watan shine +2.7% (Nuwamba: +1.8%). Ci gaban amfani da motoci da abinci har yanzu yana da ƙarfi, inda matsakaicin ci gaban shekaru biyu a watan Disamba ya kai +7.9% da +5.7% bi da bi, yayin da amfani a wasu nau'ikan ya inganta (matsakaicin ci gaban shekaru biyu a watan Disamba shine +0.8%, kuma a watan Nuwamba +0.0%). Darajar fitarwa a watan Disamba shine +2.3% shekara-shekara, yana ƙaruwa daga Nuwamba (+0.5%). Yayin da masana'antar yin takarda a hankali ke shiga lokacin hutu, farashin kayayyakin jatan lande da takarda gabaɗaya ya ragu kwanan nan. Duk da haka, mun yi imanin cewa ci gaban da ake samu a yanzu yana da daidaito. Yayin da ake ci gaba da samun karuwar samar da kayayyaki a shekarar 2022-2023 a hankali, kuma sabbin karfin samar da kayayyaki ya ragu a shekarar 2024, masana'antar tana kusantar matakin daidaita wadata da bukatu a hankali.
Allon kwali mai laushi: farfaɗo da farashi ba shi da kyau kafin bikin bazara, kuma dangantakar da ke tsakanin wadata da buƙata har yanzu tana da rauni.(akwatin sigari)
Farashin akwatin akwati da takarda mai laushi ya ƙaru da yuan 50-100/ton a watan Disamba, amma wannan zagayen farfaɗo da farashi bai tafi yadda ya kamata ba. Manyan kamfanoni sun bayar da rangwamen rangwame a lokacin hutun Sabuwar Shekara kuma sun ci gaba da aiwatar da su daga baya, wanda hakan ya haifar da faduwar farashin kasuwa gaba ɗaya tun daga 2024. Farfaɗowar farashi mara kyau a lokacin mafi girman lokacin sayayya kafin Bikin Bazara ya nuna cewa dangantakar wadata da buƙata a masana'antar har yanzu tana da rauni. Farashin CIF na takardar kraft da aka shigo da ita ya ci gaba da ƙaruwa kaɗan a watan Disamba. Fa'idar farashi akan takardar kraft ta cikin gida ta kasance a ƙaramin matakinta tun farkon 2023. Ana sa ran ci gaban takardar da aka gama shigo da ita zai ragu. Duk da cewa dangantakar wadata da buƙata ta yanzu ta kasance mai rauni, yayin da faɗaɗa wadata ke raguwa, muna tsammanin sake daidaita wadata da buƙata a masana'antu zai zama da wuya a cimma.
Farar kwali: gasar kasuwa na iya zama abin damuwa bayan 2025.(akwatin sigari)
Tun daga ƙarshen Disamba, farashin farin kwali ya koma daga hauhawar farashi zuwa faduwa. Ya zuwa ranar 17 ga Janairu, farashin ya faɗi da yuan 84/ton (1.6%) idan aka kwatanta da ƙarshen 2023. Godiya ga yawan ci gaban da aka samu a ɓangaren samar da kayayyaki, matsakaicin adadin kamfanonin masana'antu ya ragu zuwa kwanaki 18 (kwanaki 24 a daidai wannan lokacin a cikin 2023). Muna tsammanin hakan ya biyo bayan yanayin "maye gurbin filastik da takarda" da "maye gurbin launin toka da fari", ana sa ran buƙatar farin kwali zai ci gaba da ƙaruwa. Tare da raguwar haɓakar samar da kayayyaki a cikin 2024, ana sa ran sabani tsakanin wadata da buƙatar farin kwali zai ragu a matakai. Duk da haka, a cikin matsakaici zuwa dogon lokaci, sha'awar saka hannun jari a fannin farin kwali har yanzu yana da yawa. Tun daga watan Disamba, ayyuka biyu masu ƙarfin shekara-shekara fiye da tan miliyan 1 a kowace shekara, Jiangsu Asia Pacific Senbo Phase II da Hainan Jinhai, sun sanar da ci gaba na farko. Idan ci gaban da aka samu ya tafi cikin sauƙi, manyan ayyuka shida na tan miliyan miliyan don farin kwali..
Takardar Al'adu: Faduwar farashi ta yi sauri tun daga karshen shekarar 2023.(akwatin sigari)
Tun daga ƙarshen shekarar 2023, farashin takardar al'adu ya faɗi da sauri. Ya zuwa ranar 17 ga Janairu, farashin takardar offset ya faɗi da yuan 265/ton (4.4%) idan aka kwatanta da ƙarshen shekarar 2023, wanda shine mafi girman raguwar da aka samu tsakanin manyan nau'ikan takarda tun farkon shekarar. Kayayyakin masana'antu suma sun tashi zuwa kwanaki 24.4 (kwanaki 25.0 a cikin wannan lokacin a cikin 2023), wanda ya kasance mafi girma a tarihi a cikin wannan lokacin. Saboda yawan fitar da ƙarfin samarwa a ƙarshen 2023 da farkon 2024, sake cika kaya ta hanyar masu amfani da ƙasa a cikin 2023, da kuma yawan fitar da buƙata da aka samu ta hanyar dawo da tafiye-tafiye, yana iya zama da wahala a kwafi a cikin 2024. Takardar al'adu na iya zama babban nau'in takarda tare da ƙalubale mafi tsanani a cikin 1H24.
Jatan lande na itace: Ƙarfin waje da raunin ciki suna ci gaba, kuma yiwuwar matsalolin samar da kayayyaki ya cancanci kulawa.(akwatin sigari)
Farashin jatan lande a cikin gida ya ƙara faɗuwa tun daga watan Disamba, farashin jatan lande na waje ya kasance mai daidaito, kuma jatan lande na kasuwanci ya ci gaba da kasancewa mai ƙarfi a waje da rauni a cikin gida. Ya zuwa ranar 17 ga Janairu, farashin jatan lande mai laushi da jatan lande ya kasance yuan 160/ton da yuan 179/ton ƙasa da kasuwar waje bi da bi. Saboda ƙarancin kasuwar jigilar kaya da aka samu sakamakon karkacewar tashar Tekun Bahar Maliya, muna sa ran jigilar jatan lande na katako da aka shigo da shi daga ƙasashen waje na iya shafar hankali. Idan aka yi la'akari da tasirin zagayowar sufuri, katsewar wadatar da ke faruwa ga kasuwar jatan lande a cikin gida zai fi girma a cikin 'yan watanni masu zuwa. Yi tunani, ta haka za a canza yanayin da ake ciki na farashin jatan lande wanda yake da ƙarfi a waje amma yana da rauni a cikin gida. A matsakaici, ƙarfin samar da jatan lande na cikin gida da na waje zai kasance a babban matsayi a cikin 2024, kuma raguwar farashin jatan lande na iya ci gaba.
Tun daga shekarar 2022, masana'antar takarda ta ƙasar Sin za ta haifar da faɗaɗawa. Kamfanonin takarda kamar Nine Dragons Paper, Sun Paper, Xianhe Paper, da Wuzhou Special Paper duk sun zuba jari a cikin ayyuka na biliyoyin daloli, wanda hakan ya ƙara faɗaɗa samar da kayayyaki zuwa kololuwar sa. [Ana sa ran wannan zagayen faɗaɗa samar da kayayyaki daga 2022 zuwa 2024 zai ƙunshi tan miliyan 7.8 na sabbin samar da kayayyaki. Daga cikinsu, za a gina aƙalla tan miliyan 5 na samar da takardu a shekarar 2024. ]
Ya kamata a lura cewa bayanan ƙarfin samarwa da aka ambata duk ƙarfin samarwa ne da aka tsara don aiwatarwa. Ganin cewa galibi yana ɗaukar kimanin shekaru biyu kafin aikin yin takarda ya kai ga samarwa bayan an fara aiki, ba za a iya aiwatar da tan miliyan 5 na ƙarfin samarwa da aka ambata a baya gaba ɗaya a wannan shekarar ba. Duk da haka, a wannan lokacin da buƙata ta yi rauni, duk wani "rikici" a ɓangaren samar da kayayyaki ya isa ya shafi tunanin masu siye na ƙasa, don haka yana samar da tsammanin cewa takardar tushe za ta kasance "mai wahalar tashi amma mai sauƙin faɗuwa", wanda ke ƙara matsin lamba ga kamfanonin takarda na sama.
Wannan zagayen faɗaɗawa ya fi mai da hankali kan makomar da kuma ɗaukar alamun ƙarfin samarwa. "Yawancin sabbin ƙarfin samarwa yana mai da hankali ne a Guangxi da Hubei. Akwai yiwuwar waɗannan wurare ne kawai za su iya samun amincewar aikin (alamomi)." An ruwaito cewa a cikin sanarwar kamfanonin takarda masu dacewa, Waɗannan larduna biyu za su iya haskaka kasuwannin Kudancin China da Gabashin China kuma duka suna da wasu albarkatun jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajjagen jajan ...
Amma a cikin ɗan gajeren lokaci, isowar ba zato ba tsammani lokacin da aka fara fitar da kayayyaki zai ƙara dagula damuwar kasuwa game da rashin daidaito tsakanin wadata da buƙata a masana'antar takarda. Wani mutum daga wani kamfanin takarda da aka lissafa ya shaida wa wani ɗan jarida daga Financial Associated Press cewa wasu cibiyoyin saka hannun jari sun nuna irin wannan damuwa, amma daga mahangar kamfanonin takarda, akwai sarari mai yawa don sarrafa yadda za a sarrafa ci gaban aikin ginawa da samarwa. "Da wuya a sami raguwar buƙatar kasuwa." A wannan lokacin, kamfanoni suna mai da hankali kan sakin sabbin ƙarfin samarwa."
A gaskiya ma, ci gaba da raguwar buƙatar ya tilasta wa kasuwa sake duba kamfanonin takarda waɗanda suka faɗaɗa samar da kayayyaki. Kamfanoni da yawa da aka lissafa sun fuskanci "mummunan kisa" (duka raguwar farashi) a cikin aiki da farashin hannun jari. Shugabar masana'antu Sun Paper ta kuma yarda a cikin wani bincike na cibiyoyi cewa masana'antar tana da ƙarfin aiki fiye da kima. , fitarwa mai ƙarfi yana ɗaya daga cikin abubuwan da ke shafar ci gaban kamfanoni. Wani mummunan abu kuma shine hauhawar farashin bawon alkama, makamashi, da sauransu.
Wannan zagayen faɗaɗawa da kamfanonin takarda ke yi zai ƙunshi ƙarancin alamun ƙarfin samarwa. Da zarar an amince da manyan ayyuka kuma an aiwatar da su, za su samar da fa'idodi a hankali a gasar farashi mai zuwa, ƙara ƙarfafa maye gurbin tsoffin da sabbin ƙarfin samarwa a yankin, da kuma shirya don haɓakar kamfanoni a zagayen wadata na gaba. Amma ba makawa idan kasuwar ta ci gaba, ƙaruwar matsin lamba na ɗan gajeren lokaci a fannin samar da kayayyaki zai ƙara haɗarin aiki a kamfanoni.
A gaskiya ma, wannan zagayen faɗaɗa aikin yin takarda a cikin gida shi ma ya ƙara nauyin kuɗinta ba tare da an ganshi ba. A cikin koma bayan da masana'antar takarda ta duniya ke fuskanta a yanzu, China ta zama kasuwa mafi kyau ga masu samar da takardar jaki a duniya. A shekarar 2023, buƙatar sake cika buƙatun kamfanonin takarda a cikin gida zai samar da tallafi a bayyane ga kasuwar jaki. Idan aka kwatanta da kasuwannin Turai da Amurka, ƙaruwar ƙarfin samar da takarda a ƙasata ya kawo ƙarin buƙatar sake cikawa, kuma ya sanya farashin jaki a cikin gida ya zama na farko da ya sake farfaɗowa fiye da sauran ƙasashe a duniya.
Kamfanin Jinsheng na Kare Muhalli ya sanar da kwanan nan cewa, don buƙatun ci gaba, kamfanin ya zuba jari a cikin aikin gina wani aikin samar da kayan da aka ƙera daga ɓangaren litattafan almara wanda ba ya cutar da muhalli, wanda ke samar da tan 40,000 a kowace shekara a yankin ci gaban tattalin arziki na gundumar Xingwen, lardin Sichuan. Jimillar jarin da aka zuba a cikin aikin shine Yuan miliyan 400, gami da Yuan miliyan 305 na jarin kadarorin da aka ƙera. Babban jarin aiki shine Yuan miliyan 95. Ana shirin gina shi a matakai biyu, wanda mataki na farko zai zuba kimanin Yuan miliyan 197.2626 don gina layin samar da kayayyakin da aka ƙera daga fiber mai ƙarfi tare da samar da tan 17,000 a kowace shekara. Ana shirin kammala aikin cikin shekaru 4.
Jimillar fadin aikin ya kai eka 100. Bayan kammala aikin, ana sa ran zai samu kudin shiga na tallace-tallace na Yuan miliyan 560, ribar Yuan miliyan 98.77, da kuma harajin Yuan miliyan 24.02. Bayan kammala mataki na farko, an samu kudin shiga na tallace-tallace na Yuan miliyan 238 da kuma ribar Yuan miliyan 27.84.
Bayani na asali game da manufofin saka hannun jari (akwatin sigari):
Suna: Sichuan Jinshengzhu Technology Co., Ltd.
Adireshin da aka yi rijista: Lamba ta 5, Titin Gabas na Taiping, Garin Gusong, Gundumar Xingwen, Birnin Yibin, Lardin Sichuan
Babban kasuwanci: Ayyuka na gaba ɗaya: sabbin ayyukan haɓaka fasahar kayan aiki; ƙera ciyawa da kayayyakin da suka shafi; ƙera kayan da suka dogara da bio; sayar da kayan da suka dogara da bio; shigo da kaya da fitar da su; ƙera kayayyakin bamboo; sayar da kayayyakin bamboo. (Banda ayyukan da ke buƙatar amincewa bisa ga doka, ana iya gudanar da ayyukan kasuwanci daban-daban tare da lasisin kasuwanci bisa ga doka) Ayyukan da aka ba da lasisi: samar da kayayyakin tsafta da kayan aikin likita da za a iya zubar da su; samar da kwantena na marufi na filastik da kayayyakin kayan aiki don abinci; samar da marufi na takarda da kayayyakin kwantena don abinci. (Ayyukan da ke buƙatar amincewa bisa ga doka za a iya gudanar da su ne kawai tare da amincewar sassan da suka dace. Ayyukan kasuwanci na musamman za su kasance ƙarƙashin takardun amincewa ko lasisin sassan da suka dace).
Albarkatun jatan lande na Sichuan sun kai sama da kashi 70% na jimillar ƙasar. Gundumar Xingwen tana tsakiyar yankin albarkatun jatan lande, wanda zai iya samar da fa'ida ta farashi wajen samar da kayan amfanin gona ga kayayyakin kamfanin. A lokaci guda, fasahar sarrafa jatan lande kai tsaye na iya rage farashin samarwa; Gundumar kuma tana samar da wadataccen albarkatun iskar gas da wutar lantarki ta ruwa, wanda ke adana kuɗaɗen amfani da makamashin kayayyakin kamfanin.
A cewar bayanai daga Huabei.com, manyan kayayyaki da ayyukan Jinsheng Environmental Protection sune manyan abubuwa: ƙera ciyawa da kayayyakin da suka shafi ta; ƙera kayan da suka dogara da bio; sayar da kayan da suka dogara da bio; sabbin ayyukan haɓaka fasahar kayan aiki; da shigo da kaya da fitar da kayayyaki. Ayyukan da aka ba da lasisi: samar da kayayyakin tsafta da kayayyakin likita da za a iya zubarwa; samar da marufi da kayayyakin kwantena don abinci; samar da marufi na filastik, kwantena da kayayyakin kayan aiki don abinci.
Lokacin Saƙo: Afrilu-28-2024