I-Metal Packing Industry Indict Point isondela, inzuzo yezimboni kulindeleke ukuthi iqhubeke nokululama

Imboni yokufaka insimbi ithole ukwanda okuqhubekayo kwamandla eminyakeni embalwa edlule kanye nokwehla kwenzuzo. Njengamanje, ukuzimisela komkhakha wokwandisa ukukhiqizwa kwenze buthaka kakhulu. Ngokuqedwa kokwakhiwa kwamandla emboni, ukukhuthaza ukuhlanganiswa kanye nokutholwa kwezinkampani ezihamba phambili ezifuywayo, kanye nokwehla kwezintengo ezibonakalayo ezibonakalayo, inzuzo yenzuzo yomkhakha wezentengiselwano kulindeleke ukuthi iqhubeke nokululama.

Engxenyeni yokuqala ka-2024, yize ukukhula kwemali bekungekuhle ngenxa yokufunwa kwabathengi okubuthakathaka, inzuzo yathuthukiswa ngenxa yokuwa kwamanani entengo eluhlaza kanye nokwenza kahle kwesakhiwo samandla. Isibonelo, umugqa omkhulu we-AUERIJIN engxenyeni yokuqala ka-2024 wawungu-17.82%, up 1.88 Amaphesenti amaphuzu unyaka nonyaka, ikakhulukazi ngenxa yokwehla kwezinto ezingavuthiwe. Intengo ephakathi ye-tinplate engxenyeni yokuqala ka-2024 yayingu-6,546 yuan / ton, phansi amaphesenti angama-4,7 unyaka nonyaka. Amanani e-Aluminium nawo awela inani eliphakeme lama-24,240 yuan / ton ngo-2021 kuya ku-19,695 yuan / i-septenct fork embonini, futhi iphuzu lokuphoqelela embonini yezezimboni kulindeleke ukuthi liqhubeke nokuthola, futhi iphuzu lokuphoqelela imboni kulindeleke ukuthi lisheshiswe.

Ngo-2023, amabhizinisi anenhla eqokiwe embonini yensimbi yensimbi yaseChina azofezekisa imali engenayo engu-150.562 billion yuan evela ku-13% yenani eliphelele lokukhipha imboni, elisemuva kweleveli yomhlaba wonke ye-45% -50%. Ababili - futhi iziphuzo ezineziphuzo ezintathu zibalwa ngokwengeziwe. Njengamanje, ukulethwa kanye nokufunwa kwamathini amathini amathathu kulinganiselwe. Ngo-2022, umphumela wengcindezi ka-Three-Pieces China uzoba cishe amathini angama -31.05 billion , kanti isidingo sizoba ngamathini angama-30,53 billion. Ngenxa yobudlelwano obuzinzile ngokubambisana phakathi kwezinkampani ezinesiphuzo esikhulu nabaphakeli, iphethini eholayo yokupakishwa kwensimbi iqinile. Ngaphansi kwesizinda sesakhiwo samakhasimende esizinzile nendlela yomkhakha, intengo evamile yefektri yama-Piece-Piece CENATERSHOLTSHELE ISIQINISEKISO SOKUZIPHATHA KANYE NOKUQHAWULA EMVA KOKUGCINA.

Ngokombono wemboni yokupakisha yase-US, ukukhula okuholayo okusheshayo nokwenza inzuzo kuthuthukiswe ngemuva kokuhlanganiswa nokutholwa. Ngokusho kwe-HUAFU Securities, emzuliswaneni wokuqala wesikhathi sokuhlanganisa (1990-2000), umqhele wawuthola ukufakwa kwezinsimbi zensimbi yokudla, okuhlosiwe kwepulasitiki; Emzuliswaneni wesibili wesikhathi sokuhlanganisa (2000-2016), iBoer yaqala ukusheshisa ijubane lokuhlanganiswa nokutholwa, ikakhulukazi okubhekiswe ku -aluminium yendawo . Ukwanda kwemali yemali engenayo yonyaka kufinyelele kumaphesenti angama-6.4 ukusuka ngo-2016 kuya ku-2023, kusuka kumaphesenti ama-4 ngaphambili, ngenkathi umqhele wamaphesenti angama-5.5 kuye kwangamaphesenti angama-20 kuye kwangamaphesenti amabili phambilini. Ngaphezu kwalokho, ukuzuza embonini Ukuhlanganiswa Kwezimboni, Isikhungo Sokusebenza Somqhele Inzuzo sikhuphuke sisuka ku-8% saya ku-10% emzuliswaneni wokuqala wokuhlanganisa, kanye nesikhungo senzuzo esisebenzayo seBoer sifinyelela ku-9% emzuliswaneni wesibili wokuhlanganiswa.

Ngokuqondile, thatha i-boer njengesibonelo, i-margin yenzuzo enkulu kanye nesikhungo senzuzo yenzuzo yenzuzo icishe ibe ngu-20% no-5% ngokulandelana eminyakeni yamuva. Ngo-2023, imali yokupakishwa yeBohr Beverage izoba ngama-dollar angama-11.32 billion ase-US, nge-margin enkulu kanye ne-margin ye-19.0% ka-19.0% no-5.1% ngokulandelana, kanye no-19%. Ngenkathi i-ROE yabaholi bensimbi yensimbi yasekhaya isezingeni le-6% -11%, kunegumbi elihle lokuthuthuka ngokuqhathaniswa neBoHR.

Ukuphepha kwe-Huafu kwaveza ukuthi ngemuva komzuliswano wokuqala wokuhlanganiswa kwasekhaya kusuka ngo-2016 kuya ku-2019, uma ukufakwa kwe-Cofco kwakha kancane, ukuthuthukiswa kwezwi eliphakeme kakhulu, ukuthuthukiswa kwezwi eliholayo, okwenza ukukhula kwezwi okuholayo, kulungele ukukhula kwenzuzo. Ngo-2023, i-margity yenzuzo esebenzayo yezinkampani ezinkulu zokupakisha zaseChinese zizoba phakathi kuka-4% no-7%, okufana nomjikelezo wenzuzo osebenzayo wezinzuzo ze-2004 zizoba phakathi kokuhlanganiswa kwezezimali, umahluko wokuhlanganisa ibhizinisi lensimbi lezinkampani zaphesheya kwezilwandle I-2023 izoba phakathi kuka-9% no-17% .Kali phuzu leli phuzu leminyaka engu-2025 yeminyaka yokufaka impahla yensimbi iphelele