Nyob rau yav tsaus ntuj ntawm Lub Rau Hli 9th, CCTV Xov Xwm tau tshaj tawm tias raws li cov ntaub ntawv xov xwm tshiab tshaj tawm los ntawm Tuam Tshoj Lub Teeb Kev Lag Luam Federation, txij lub Ib Hlis mus txog Lub Plaub Hlis xyoo no, Tuam Tshoj txoj kev lag luam teeb pom kev lag luam txuas ntxiv rov qab thiab muab kev txhawb nqa tseem ceeb rau kev txhim kho ruaj khov ntawm kev lag luam. kev lag luam, nrog tus nqi ntxiv kev loj hlob ntawm daim ntawv kev lag luam tshaj 10%.
Tus neeg sau xov xwm Securities Txhua Hnub tau kawm tias ntau lub tuam txhab thiab cov kws tshuaj ntsuam tau muaj tus cwj pwm zoo rau kev lag luam ntawv hauv ib nrab xyoo thib ob. Qhov kev thov rau cov khoom siv hauv tsev, khoom siv hauv tsev, thiab kev lag luam e-lag luam tau nce ntxiv, thiab kev lag luam thoob ntiaj teb cov neeg siv khoom rov qab los. Qhov kev thov rau cov khoom siv ntawv tuaj yeem pom tias yog siab ntawm cov kab hauv ntej.
Optimistic kev cia siab rau lub quarter thib ob
Raws li kev txheeb cais los ntawm Tuam Tshoj Lub Teeb Kev Lag Luam Federation, txij lub Ib Hlis mus txog Lub Plaub Hlis xyoo no, Tuam Tshoj txoj kev lag luam teeb tau ua tiav cov nyiaj tau los ntawm ze li ntawm 7 trillion yuan, ib xyoos ib zaug nce ntawm 2.6%. Tus nqi ntxiv ntawm kev lag luam teeb pom kev zoo tshaj qhov loj me tau nce los ntawm 5.9% xyoo-rau-xyoo, thiab tus nqi xa tawm ntawm tag nrho lub teeb kev lag luam tau nce 3.5% xyoo-rau-xyoo. Ntawm lawv, tus nqi nce ntxiv ntawm kev tsim khoom lag luam xws li papermaking, cov khoom siv yas, thiab cov khoom siv hauv tsev ntau dua 10%.
Downstream thov maj mam rebounds
Thaum cov tuam txhab lag luam nquag kho lawv cov qauv khoom thiab txhawb kev tsim kho thev naus laus zis, kev lag luam sab hauv kuj tuav tus cwj pwm zoo rau kev lag luam ntawv hauv tsev hauv kev lag luam hauv ib nrab xyoo.
Yi Lankai tau hais txog tus cwj pwm zoo rau cov qauv ntawm cov ntawv ua lag luam: "Qhov kev thov rau cov khoom lag luam ntawv txawv teb chaws tau rov qab los, thiab kev siv hauv Tebchaws Europe, North America, Middle East thiab lwm thaj chaw tau rov qab los. Cov lag luam tau nquag ua kom tiav lawv cov khoom muag, tshwj xeeb tshaj yog nyob rau thaj tsam ntawm cov ntawv hauv tsev, uas tau muaj kev xav tau ntau ntxiv. Tsis tas li ntawd, tsis ntev los no geopolitical kev tsis sib haum xeeb tau nce zuj zus, thiab lub voj voog xa khoom tau txuas ntxiv, ntxiv dag zog rau kev txaus siab ntawm cov lag luam sab nrauv sab nrauv los ntxiv cov khoom muag. Rau cov lag luam ntawv hauv tsev nrog kev lag luam xa tawm, tam sim no yog lub caij muag khoom siab tshaj plaws. "
Thaum txheeb xyuas qhov xwm txheej ntawm kev lag luam segmented, Jiang Wenqiang, tus kws tshuaj ntsuam ntawm Guosheng Securities Light Industry, tau hais tias, "Hauv kev lag luam ntawv, ntau qhov kev lag luam segmented tau tso tawm cov cim zoo. Tshwj xeeb, qhov kev thov rau cov ntawv ntim khoom, cov ntawv corrugated, cov ntawv ua yeeb yaj kiab, thiab lwm yam khoom siv rau kev lag luam e-lag luam logistics thiab kev xa tawm txawv teb chaws tau nce siab. Yog vim li cas rau qhov no yog tias kev lag luam qis qis xws li cov khoom siv hauv tsev, khoom vaj khoom tsev, khoom xa tuaj, thiab cov khw muag khoom tau ntsib kev rov qab los ntawm kev thov. Nyob rau tib lub sijhawm, cov tuam txhab lag luam hauv tebchaws tau teeb tsa cov ceg ntoo lossis chaw ua haujlwm txawv teb chaws los txais tos cov kev xav tau txawv teb chaws, uas ua rau muaj txiaj ntsig zoo rau kev tsav tsheb. "
Nyob rau hauv qhov kev xav ntawm Zhu Sixiang, tus kws tshawb fawb ntawm Galaxy Futures, "Tsis ntev los no, ntau daim ntawv zeb saum toj no tau tsim tawm cov phiaj xwm nce nqi, nrog tus nqi nce ntawm 20 yuan / tuj mus rau 70 yuan / tuj, uas yuav ua rau muaj kev xav siab loj hauv kev lag luam. kev ua lag luam. Nws cia siab tias pib txij Lub Xya Hli, kev lag luam ntawv hauv tsev yuav maj mam hloov ntawm lub caij tawm mus rau lub caij nyoog siab tshaj plaws, thiab qhov kev thov davhlau ya nyob twg yuav tig los ntawm qhov tsis muaj zog mus rau qhov muaj zog. Saib tag nrho lub xyoo, kev lag luam ntawv hauv tsev yuav qhia txog qhov tsis muaj zog ua ntej thiab tom qab ntawd lub zog. "
Post lub sij hawm: Jun-14-2024