Metal Packaging Industry Inflection Point bɛ ka surunya, izini tɔnɔw bɛna taa ɲɛ ka taa a fɛ .

baara Nɛgɛ pakew dilanni ye seko yiriwali sɔrɔ ka taa a fɛ san damadɔ tɛmɛnenw na, wa a ye tɔnɔw dɔgɔya. Sisan, izini in ka laɲini ye ka fɛn dilanni yiriwa, o fanga dɔgɔyara kosɛbɛ. Ni iziniw ka seko ni dɔnko jɔli dafara, ni jamana kɔnɔ tɔnw ye ɲɔgɔndɛmɛ ni u faralen ɲɔgɔn kan ani u sɔrɔli, ani fɛnɲɛnamafagalanw sɔngɔ dɔgɔyali, nɛgɛ pakew dilanni nafa hakɛ bɛna taa ɲɛ.

San 2024 tilancɛ fɔlɔ la, hali ni sɔrɔ yiriwali tun man ɲi k’a sababu kɛ mɔgɔw ka ɲinini dɔgɔyali bɛɛ ye, nafa sɔrɔli ka ɲɛ k’a sababu kɛ fɛnw sɔngɔ dɔgɔyali ye ani seko ni dɔnko labɛncogo ɲuman. Misali la, Auerijin ka sɔrɔ mumɛ san 2024 tilancɛ fɔlɔ la, o kɛra 17,82% ye, o ye 1,88% ye kɛmɛsarada la san o san, kɛrɛnkɛrɛnnenya la, fɛnɲɛnamafagalanw dɔgɔyali fɛ. Tinplate sɔngɔ cɛmancɛ la san 2024 tilancɛ fɔlɔ la, o kɛra 6546 yuan/ton ye, ka jigin ni kɛmɛsarada la 4,7 ye san o san. Aluminiyɔmu sɔngɔw fana jigira ka bɔ yuan/ton 24240 hakɛ la san 2021 ka se 19695 ma, san 2024 sɛtanburukalo tile 23. San 2024. Ni iziniw ka seko ni dɔnko jɔli ni u fara ɲɔgɔn kan, nɛgɛ pakew dilanni nafa sɔrɔli bɛna taa ɲɛ, wa, izini in ka se ka teliya.

San 2023, baarakɛda minnu ka bon ni hakɛ dantigɛlen ye Siniwajamana ka nɛgɛ pakew dilanni na, olu bɛna sɔrɔ bɛɛ lajɛlen sɔrɔ min ye 150,562 miliyari yuan ye ka bɔ u ka jago kunba la, o bɛ bɛn 13% ɲɔgɔn ma pakew dilanni nafa bɛɛ lajɛlen na, o min bɛ kɔfɛ hali bi diɲɛ seleke naani na, n’o ye 45%-50% ye. Minfɛn fila - ani minnu bɛ kɛ fɛn saba ye, olu de ye hakɛ caman sɔrɔ. Sisan, bidon saba sɔrɔli ni u ɲinini bɛ bɛn ɲɔgɔn ma kosɛbɛ. San 2022, Siniwa jamana ka fɛnɲɛnamafagalan saba ka sɔrɔ bɛna kɛ bidon miliyari 31,05 ɲɔgɔn ye , wa a ɲinini bɛna kɛ bidon miliyari 30,53 ɲɔgɔn ye. K’a sababu kɛ jɛɲɔgɔnya sabatili ye minfɛnko tɔnba ni feerekɛlaw cɛ, nɛgɛ pakew cogoya ɲɛmɔgɔya bɛ sabati kosɛbɛ. Kunnafoni-di-sira sabatilenw ni iziniw ka cogoya basigilen kɔfɛ, fɛn saba sɔngɔ kɔrɔlenw ka baarakɛda minnu bɛ baara kɛ, olu ye sabatili ni wuliliko jira san laban ninnu na.

Ameriki ka pakew dilanni baara siratigɛ la, yiriwali ɲɛmɔgɔya teliyalen don ani nafa sɔrɔli bɛ ɲɛ ka taa a fɛ ɲɔgɔndanw ni sɔrɔw kɔfɛ. Huafu Securities ka fɔ la, Integration waati fɔlɔ la (1990-2000), Crown ye dumuni nɛgɛ pake caman sɔrɔ, plastiki pakew laɲinitaw; Integration waati filanan na (2000-2016), Boer y’a daminɛ ka teliya ka fara ɲɔgɔn kan ani ka sɔrɔw sɔrɔ, kɛrɛnkɛrɛnnenya la, a ɲɛsinnen bɛ sigida aluminiyɔmu CAN tɔnw ma. Boer ka san sɔrɔ yiriwali sera kɛmɛsarada la 6,4 ma ka bɔ san 2016 la ka se san 2023 ma, ka tɛmɛ kɛmɛsarada la 4 kan ka tɛmɛ, ka sɔrɔ Crown ka kɛmɛsarada la 5,5 ka bɔ san 2016 la ka se san 2023 ma, o bɔra kɛmɛsarada la 2 la ka tɛmɛ. Ka fara o kan, ka nafa sɔrɔ iziniw ka jɛkafɔ la, Crown ka baarakɛnafolo sɔrɔta hakɛ cayara ka bɔ 8% na ka se 10% ma, ɲɔgɔndan fɔlɔ la, ani Boer ka baarakɛnafolo sɔrɔta bɛɛ lajɛlen hakɛ cayara ka bɔ 6% na ka se 9% ma, ɲɔgɔndan filanan na.

Kɛrɛnkɛrɛnnenya la, ka Boer ta misali la, a ka tɔnɔ sɔrɔta hakɛ ani tɔnɔ sɔrɔta hakɛ jɛlen bɛ 20% ni 5% ɲɔgɔn bɔ nin san laban ninnu na. San 2023, Bohr Beverage Packaging ka sɔrɔ bɛna kɛ Ameriki dɔrɔmɛ miliyari 11,32 ye, ni sɔrɔ mumɛ ani sɔrɔta ye 19,0% ani 5,1% ye, ani ROE ye 19% ye. K’a sɔrɔ sokɔnɔ nɛgɛ pakew ɲɛmɔgɔw ka roe bɛ 6%-11% cɛ, yɔrɔba bɛ yen min bɛ se ka ɲɛtaa sɔrɔ ni i ye a suma ni Bohr ye.

Huafu Securities y’a jira ko jamana kɔnɔ ɲɔgɔndan fɔlɔ kɛlen kɔfɛ ka bɔ san 2016 ka se san 2019 ma, o fila bɛ se ka kɛ sababu ye ka Baosteel pakew dilan dɔɔnin dɔɔnin, Auruijin, COFCO pakew, ɲɔgɔndanba saba, nka jatebɔ danfara min bɛ ɲɔgɔn cɛ, o ka dɔgɔ, ni bɛnkan sɔrɔli ye COFCO pake laban jigin ye, izini cogoya bɛna jɛya kosɛbɛ, ka ɲɛtaa sɔrɔ, ka ɲɛtaa sɔrɔ, ka ɲɛtaa sɔrɔ, ka ɲɛtaa sɔrɔ. San 2023, Siniwa nɛgɛw pakew feereli tɔnɔ sɔrɔta bɛna kɛ 4% ni 7% cɛ, o bɛ tali kɛ jamana kɔkan tɔnw ka baarakɛnafolo bɛɛ lajɛlen na ka kɔn jɛkafɔ ɲɛ, k’a sɔrɔ ɲɔgɔndan fɔlɔ kɛlen kɔfɛ, nɛgɛ foroko jago tɔnɔ sɔrɔta hakɛ bɛ kɛ jamana kɔkan tɔnw na san 2004, o bɛna kɛ 9% ni 12% cɛ, o kɔfɛ, ɲɔgɔndan filanan bɛ kɛ 202nan na, nɛgɛko baara la, n’o ye nɛgɛko baara ye, n’o ye nɛgɛso baarakɛlaw ka tɔn ye, n’o ye 202 ye. ani 17%.ka bɔ nin hakilina in na san 2025 nɛgɛ pakew dilanni baarakɛyɔrɔ bɛɛ .