Saib rau pem hauv ntej mus rau 2024, peb ntseeg hais tias kev lag luam xav tau yuav tsum tau mus ntxiv qhov nruab nrab ntawm kev rov qab los, lub siab tshaj plaws ntawm kev tsim muaj peev xwm tso tawm tag nrho yog los txog rau qhov kawg, tus nqi ntawm cov ntoo sis plawv hniav, cov ntawv pov tseg, cov nqi hluav taws xob feem ntau yog kev hloov pauv. , thiab kev lag luam profitability yuav tsum tsis tu ncua kho.
Kev lag luam ntawv yog lub npe hu ua "barometer ntawm kev noj", nrog thawj qhov kev rov qab los ntawm kev noj zaub mov thiab kev ntws ntawm cov neeg, kev vam meej ntawm cov ntawv kab lis kev cai tau rov qab zoo dua, cov khoom ntim, tus nqi thiab cov txiaj ntsig tau nce ntxiv, kev thov rau cov ntawv qhwv thiab ntawv tshwj xeeb kuj ua raws li cov khoom siv lub cev muaj kev kho me ntsis hauv cov lej qis, 2023 cov khoom lag luam tus nqi thiab cov txiaj ntsig kuj tseem txhim kho.Saib rau pem hauv ntej mus rau 2024, nws xav tias kev sib raug zoo xoom yuav txuas ntxiv qhov nruab nrab rov qab los, qhov kev thov rau cov ntawv kab lis kev cai yuav nce tsis tu ncua, thiab qhov kev thov rau cov ntawv qhwv (lub thawv ntawv, daim npav dawb) thiab cov ntawv tshwj xeeb yuav rov qab mus ntxiv rau hauv tus lej ib nrab.Peb tsuas yog yuav tsum tau tos rau cov khoom siv thiab qhov xav tau kom rov qab mus rau qhov sib npaug nruj.
Tam sim no, kev lag luam ntawv yog qhov kawg ntawm qhov kev nthuav dav tshiab ntawm qhov siab tshaj plaws (tsav los ntawm qhov nce siab ntawm 2020-21, thiab kev txhawj xeeb ntawm cov lag luam txog qhov nyuaj ntawm kev nthuav dav tom qab nruj "dual carbon" txoj cai).Lub peev xwm nthuav dav yog concentrated hauv 2022-23 (lub thawv ntawv corrugated ntawv kuj dais ib qho kev poob siab ntxiv txog li 50% ntawm cov ntawv xa tuaj).Xyoo 2024, peb cia siab tias cov khoom siv thiab kev xav tau sib npaug ntawm cov ntawv kab lis kev cai thiab qee cov ntawv tshwj xeeb nyias yuav tsum nruj, thiab lub peev xwm tsim tawm tshiab ntawm lub thawv ntawv corrugated ntawv, ntawv dawb thiab qee cov ntawv tshwj xeeb tseem yuav nyob nruab nrab mus rau ib tus lej siab. , thiab cov khoom siv thiab kev xav tau yog nyob ntawm kev txhim kho ntawm kev thov.Txawm li cas los xij, los ntawm cov sijhawm tsim khoom uas twb muaj lawm, peb cia siab tias lub siab ntawm lub peev xwm tsim tawm tshiab yuav txo qis hauv 2025-26, xws li kev thov kom nrawm kho, kev lag luam tag nrho cov khoom siv thiab kev xav tau yuav rov qab mus rau qhov sib npaug nruj ua ntej. .Tsis tas li ntawd, cov ntaub ntawv ua lag luam yuav nkag mus rau lub sijhawm sau qoob loo, nws cov nqi los ntawm "cov menyuam coaster" kom du, ua rau muaj kev sib txawv + kev sib xyaw ua ke rau lub sijhawm sau.Vim muaj qee qhov kev tsis sib haum xeeb ntawm cov khoom siv thiab kev thov, cov txiaj ntsig ntawm kev lag luam ntawv hauv 2022 raug kev txom nyem los ntawm extrusion ntawm cov nqi hluav taws xob thiab cov ntaub so ntswg, thiab tus nqi ntawm cov khoom siv raw tau poob qis hauv xyoo 2023, thiab cov nqi sib tw ntawm cov ntawv hauv paus muaj zog, ua rau poob ntawm kev lag luam profits.Cov kev cov nyom uas ntsib tus nqi ntawm kev lag luam yuav tsum yooj yim heev nyob rau hauv 2024: peb cia siab tias cov nqi pulp yuav hloov mus ntxiv nyob ib ncig ntawm $ 600 / ton, thiab cov nqi ntawv pov tseg mus txuas ntxiv mus, uas xav tias yuav txhawb nqa tag nrho cov nqi rov qab. cov nyiaj tau los ntawm kev lag luam.Tsis tas li ntawd, txhawm rau txhawm rau hloov pauv tus nqi sib luag, ntau qhov kev siv zog los txhawb kev sib txawv ntawm cov khoom lag luam, high-end, ntawm ib sab, nquag txhawb kev sib koom ua ke ntawm hav zoov pulp thiab ntawv layout, 2023 txog 2024, cov khoom sib txawv thiab cov ntoo hauv tsev. pulp ntawm cov tuam txhab no xav kom nkag mus rau lub sijhawm sau qoob loo, peb yuav tsum ua kom lub tuam txhab muaj kev nyab xeeb thiab kev loj hlob sai.
Post lub sij hawm: Dec-11-2023