Pūtake mai i te Pūtea Mātauranga
I tukuna e Huatai Securities tētahi pūrongo rangahau e whakaatu ana mai i te marama o Hepetema, kua kite te mekameka umanga penupenu me te pepa i ngā tohu pai ake i te taha tono. Ko te tikanga, kua whakatauritehia e ngā kaihanga pepa kua oti ā rātou reiti tīmatanga me te whakahekenga o ngā rawa.
Kei te piki haere tonu ngā utu o te pepa me te penupenu, ā, kua pai ake te hua o te mekameka ahumahi. E whakapono ana rātou he whakaata tēnei i te meka kāore te ahumahi i tawhiti atu i te taurite o te tuku me te tono i te wā o te tihi o te wā. Heoi, i tētahi atu taha, i te mea kāore anō kia pahemo te wā tuku tuku o te ahumahi, tera pea he wawe rawa te hurihanga o te tuku me te tono.
I te marama o Hepetema, i pānuitia e ētahi o ngā kamupene matua o te umanga he puhoi te hanganga o ētahi kaupapa, e matapaetia ana ka rerekē te tipu nui o te taha tuku o te mekameka umanga penupenu me te pepa i te tau 2024, ā, e matapaetia ana ka puhoi te tuku hou o ētahi momo, ka āwhina i te taurite anō o te umanga.
Papa pouaka kōpikopiko: kua heke ngā taonga o te mira pepa ki te taumata iti, ā, kua piki ake ngā utu
Nā te wā kai nui o te Hakari Waenganui-ngahuru me te Rā ā-Motu, me te whakakī anō i ngā taonga o muri mai, kua tino piki ake ngā tuku papa kōwhai mai i te marama o Hepetema. Kua heke te rokiroki mai i te 14.9 ngā rā i te mutunga o Ākuhata ki te toharite o te 6.8 ngā rā (i te 18 o Oketopa), he taumata iti rawa i roto i ngā tau e toru kua pahure.
Kua tere ake te whakahoutanga o te utu pepa i muri i te marama o Hepetema, ā, kua piki ake ki te +5.9% mai i waenganui o Ākuhata. E matapaetia ana ka puhoi haere te tipu o te kaha o te pepa whariki i te tau 2024 ki te whakaritea ki te tau 2023 i te mea ka puhoi haere ngā kamupene matua i ētahi o ngā hanganga kaupapa. E matapaetia ana ko ngā taumata taonga iti hei tautoko i ngā utu o te pepa whariki i te wā tino pukumahi. Heoi, mai i Ākuhata, kua tere ake te kaha whakaputa hou, ā, kāore anō kia pakari te pūtake mō te hurihanga o te tuku me te tono, 1H24, me aro tonu rānei ki tētahi whakamātautau mākete kino ake.
Papa rei: te pumau o te tuku me te tono i te wā pīki, e tata mai ana te ohorere tuku
Mai i te marama o Hepetema,Poari Rei C1sHe pumau te tuku me te tono o te mākete, i te 18 o Oketopa, ko te taonga i whakaritea ki te mutunga o Ākuhata -4.4%, engari kei te taumata teitei tonu i ngā tau tata nei. Nā te pikinga tere o ngā utu penupenu ā-rohe i ngā wiki e rua kua pahure ake nei, i piki anō ngā utu kāri mā i muri i te Rā Motu. Mena ka whakatinanahia, e matapaetia ana ka hoki anō ngā utu kāri mā o nāianei ki te 12.7% i whakaritea ki waenganui o Hūrae. I te otinga o te tāutanga o te tauine nuiKāri Toi Ma C2sngā kaupapa i Jiangsu, kei te tata mai te rauna e whai ake nei o ngā ohorere tuku, ngā utu kāri mā, kāore pea e nui te wā whakatikatika.
Pepa ahurea: he mea nui te whakaoranga utu mai i te marama o Hūrae
Ko te pepa ahurea te pepa tere rawa te otinga me te tere o te whakaoranga utu mai i te tau 2023, he utu tāpiripepamepepa toii piki ake ngā utu mā te 13.6% me te 9.1%, ia, ki te whakaritea ki waenganui o Hōngongoi. He kaha whakaputa hou mōpepa ahureae matapaetia ana ka hoki anō ki te āhua noa i te tau 2024, engari kei te tihi tonu te whakarewatanga o te kaha i te tau 2023. E matapaetia ana ka noho tonu he 1.07 miriona tana ia tau o te kaha ka tukuna ki te whakaputa i mua i te mutunga o te tau, ā, tera pea ka puta he wero nui ake i te mākete i te hauwhā tuatahi o te tau 2024.
Pulp: Ka piki ake te utu o te pulp i te wā tino pīrahi, engari kua māmā ake te kaha o te mākete
I te taha o te whakapainga ake o te tono mō te wā pīki, i heke haere ngā taonga o ngā momo pepa kua oti katoa, ā, i piki ake te tere tīmatanga i te marama o Hepetema, i whai hua anō hoki te tono mō te penupenu ā-rohe i tēnei, i te mutunga o te marama i heke iho ngā taonga penupenu i ngā tauranga matua o Haina mā te 13% i whakaritea ki te mutunga o Ākuhata, koinei te hekenga nui rawa atu i roto i te marama kotahi i tēnei tau. Ko te pikinga o te penupenu rau whānui me te penupenu koniferous ā-rohe mai i te mutunga o Hepetema, i piki tere mā te 14.5% me te 9.4%, ā, kua piki ake anō hoki te utu penupenu ki Haina e ngā mira penupenu nui o Amerika ki te Tonga i te marama o Noema mā te 7-8%).
Heoi, i muri i te Rā o te Motu, kua mārō te uaua o te mākete o roto i te mea kua puhoi te tono i ngā taha, ā, kua whakapiki ake hoki ngā kaihokohoko pepa kawemai i ngā tuku. E matapaetia ana ko te tau 2023-2024 te tihi o te whakarewatanga o te kaha pepa matū, ā, nā te mea ko te nuinga o ngā kaha pepa hou mai i ngā rohe whakaputa iti te utu, tera pea kāore anō kia oti te whakataurite anō i te tuku me te tono pepa.
Wā tuku: Whiringa-ā-rangi-04-2023