Metal Packaging Viwanda Inflection Point Ikuyandikira, Phindu Lamafakitale Akuyembekezeka Kupitilira Kuchira

Makampani opaka zitsulo akumana ndi kuwonjezeka kosalekeza kwa zaka zingapo zapitazi ndipo phindu likuchepa. Pakalipano, kufunitsitsa kwa makampani kukulitsa zokolola kwachepa kwambiri. Ndikamaliza kumanga mphamvu zamakampani, kulimbikitsa kuphatikizika ndi kuphatikizika ndi kugulidwa kwamakampani otsogola m'nyumba, komanso kutsika kwamitengo yazinthu zopangira, phindu lamakampani onyamula zitsulo likuyembekezeka kupitiliza kuchira.

Mu theka loyamba la 2024, ngakhale kukula kwa ndalama kunali kocheperako chifukwa chosowa mphamvu kwa ogula, phindu lidakwera chifukwa chakutsika kwamitengo yazinthu zopangira komanso kukhathamiritsa kwa masanjidwe ake. Mwachitsanzo, malire a Auerijin mu theka loyamba la 2024 anali 17.82%, kukwera ndi 1.88 peresenti pachaka, makamaka chifukwa cha kuchepa kwa zipangizo. Mtengo wapakati wa tinplate mu theka loyamba la 2024 unali 6,546 yuan/tani, kutsika ndi 4.7 peresenti pachaka. Mitengo ya aluminiyamu idatsikanso kuchokera pachimake cha 24,240 yuan / tani mu 2021 mpaka 19,695 yuan / tani pa Seputembara 23, 2024. Ndikamaliza kumanga mphamvu zamakampani ndikulimbikitsa kuphatikiza ndi kuphatikiza kwamakampani amutu, phindu lamakampani opangira zida zachitsulo akuyembekezeka kupitilizabe kuyambiranso.

Mu 2023, mabizinesi pamwamba osankhidwa kukula mu China zitsulo ma CD makampani adzakwaniritsa ndalama okwana 150.562 biliyoni yuan ku bizinesi yawo yaikulu, kuwerengera pafupifupi 13% ya okwana linanena bungwe mtengo wa ma CD, amene akadali kumbuyo mlingo wapadziko lonse wa 45% -50%. Zitini ziwiri ndi zitatu zakumwa zoledzeretsa ndizomwe zimachulukitsa kwambiri. Pakadali pano, kupezeka ndi kufunikira kwa zitini zamitundu itatu ndizoyenera. Mu 2022, linanena bungwe la China magawo atatu akhoza makampani adzakhala pafupifupi 31.05 biliyoni zitini , ndipo kufunika adzakhala pafupifupi 30.53 biliyoni zitini. Chifukwa cha mgwirizano wokhazikika wa mgwirizano pakati pa makampani akuluakulu a zakumwa ndi ogulitsa, njira yoyendetsera zitsulo ndizokhazikika. Pansi pamalingaliro okhazikika amakasitomala ndi mtundu wamakampani, mtengo wapakati wamabizinesi ang'onoang'ono atatu wawonetsa kukhazikika komanso kukwera m'zaka zaposachedwa.

Kuchokera pamalingaliro amakampani aku US onyamula katundu, kukula kotsogola kudakwera komanso kupindula bwino pambuyo pophatikizana ndi kugula. Malinga ndi Huafu Securities, mu nthawi yoyamba ya kuphatikizika (1990-2000), Korona adapeza zida zingapo zopangira zitsulo zamafuta, zolinga zamapulasitiki; M'chigawo chachiwiri cha nthawi ya kusakanikirana (2000-2016), Boer anayamba kufulumizitsa liwiro la kuphatikiza ndi kupeza, makamaka akulimbana ndi zotayidwa m'deralo akhoza makampani. Kukula kwachuma kwa Boer pachaka kudafika pa 6.4 peresenti kuyambira 2016 mpaka 2023, kuchokera pa 4 peresenti m'mbuyomu, pomwe Crown 5.5 peresenti kuyambira 2016 mpaka 2023 idakwera kuchokera pa 2 peresenti kale. Kuphatikiza apo, kupindula ndi kuphatikiza kwamakampani, malo opangira phindu a Crown adakwera kuchokera ku 8% mpaka 10% mugawo loyamba la kuphatikiza, ndipo malo opangira phindu la Boer adakwera kuchokera ku 6% mpaka 9% mugawo lachiwiri la kuphatikiza.

Mwachindunji, tengerani chitsanzo cha Boer, malire ake opeza phindu komanso malo opezera phindu ali pafupifupi 20% ndi 5% motsatana zaka zaposachedwa. Mu 2023, ndalama zopangira zakumwa za Bohr zidzakhala madola 11.32 biliyoni aku US, ndi malire a 19.0% ndi 5.1% motsatana, ndi ROE ya 19%. Ngakhale ROE ya atsogoleri oyika zitsulo zapakhomo ili pa 6% -11%, pali malo abwino oti asinthe poyerekeza ndi Bohr.

Huafu Securities ananena kuti pambuyo wozungulira woyamba wa kusakanikirana m'banja kuyambira 2016 mpaka 2019, awiri akhoza makampani pang'onopang'ono anapanga Baosteel ma CD, Auruijin, COfCO ma CD, atatu waukulu mpikisano chitsanzo, koma gawo kusiyana pakati pa wina ndi mzake ndi laling'ono, ngati kupeza chilungamo kwa COfCO ma CD ma CD pang'onopang'ono apanga ma CD Baosteel, Auruijin, COfCO ma CD, atatu waukulu mpikisano chitsanzo, koma gawo kusiyana pakati pa wina ndi mzake ndi laling'ono, ngati kupeza chilungamo kwa COfCO ma CD ma CD pang'onopang'ono apanga ma CD, Auruijin, COfCO ma CD, atatu waukulu mpikisano chitsanzo, koma kusiyana gawo pakati pa wina ndi mzake ndi laling'ono, ngati kupeza chilungamo kwa COfCO ma CD ma CD, potsiriza mawu amphamvu ma CD ma CD, kutsogolera kupititsa patsogolo makampani, kupititsa patsogolo kupititsa patsogolo. kupindula kukula. Mu 2023, phindu ntchito malire a makampani akuluakulu Chinese zitsulo ma CD adzakhala pakati pa 4% ndi 7%, amene ali ofanana ndi wonse ntchito phindu malire a makampani kunja pamaso kusakanikirana, pamene pambuyo wozungulira woyamba wa kaphatikizidwe, phindu ntchito malire a zitsulo ma CD ma CD malonda a kunja mu 2004 adzakhala pakati pa 9% ndi 12% kusakanikirana kwa zitsulo, pambuyo paketi yachiwiri ya zitsulo zopangira zitsulo. yamakampani akunja mu 2023 idzakhala pakati pa 9% ndi 17%.