Kamfanin Jinhe Industrial ya sanar da rahotonsa na kwata na uku a ranar 30 ga Oktoba: kudaden shiga na Q3 ya kai yuan biliyan 1.5, tare da karuwa a wata guda da+6%/+14%, kuma ribar da uwar kamfani ta samu ya kai yuan miliyan 160, yayin da wata daya ya karu da+1%/+38%. A cikin rubu'i uku na farko, kamfanin ya samu kudin shiga da ya kai yuan biliyan 4, karuwar da ya kai -1% a duk shekara; Ribar da aka samu ga uwargidan ita ce yuan miliyan 410 (ban da yuan miliyan 380), raguwar -27% a duk shekara (ban da kudaden da ba na yau da kullun ba na -22%).

Ayyukan kwata na uku na kamfanin ya yi daidai da tsammaninmu na gaba (Yuan miliyan 160). Idan aka yi la'akari da goyon baya daga bangarorin bu?atu da farashi, masana'antar sukari na gaba ana sa ran za ta murmure tare da kula da ?imar "?ara a hannun jari".

?

Matsalolin samar da sukari sun shafi masana'antar maye gurbin sukari da matsin lamba da kuma lalata kayan abinci na ketare, wanda ya haifar da raguwar farashin kayayyaki na shekara-shekara ga kamfanin.

Tun daga farkon wannan shekarar, ana fuskantar matsin lamba a bangaren samar da kayayyaki na masana'antu ta hanyar fasa kwaurin kayayyaki a kasashen ketare, lamarin da ya haifar da raguwar farashin kayayyakin maye gurbin sukari duk shekara. A cewar Baichuan Yingfu, matsakaicin farashin kamfanonin sucralose/acesulfame/methyl maltol/maltol ethyl a cikin kashi uku na farkon shekarar 2024 ya kasance -31%/-28%/-8%/+3% zuwa 12.3/3.7/8.3/69000 yuan/ton, bi da bi. Tun daga kwata na uku, kamfanin ya ci gaba da ha?aka farashin saboda matsalolin farashi, daga cikinsu matsakaicin farashin a cikin kwata na 24 ya karu da + 22% / -5% / + 7% / + 6% a wata zuwa RMB 13.4 / 3.5 / 9.8 / 77000 kowace ton. Jimillar ribar da kamfanin ya samu na kashi uku na farko na shekaru 24 ya kasance -3.6pct zuwa kashi 20.2% a duk shekara, kuma yawan ribar da aka samu na kwata na uku na shekaru 24 ya kasance -3.9pct zuwa kashi 19.5% duk shekara.

?

Yawan fitar da sucralose ya karu kowace shekara a watan Satumba, kuma ana sa ran wadatar maye gurbin sukari a nan gaba za ta farfado.

A cewar Baichuan Yingfu, yawan fitar da sucralose a watan Satumba na shekarar 2024 ya karu da+5%/-20% a wata zuwa tan 1617. Tun daga ranar 30 ga Oktoba, farashin sucralose/acesulfame/methyl maltol/maltol ethyl na kamfanoni sun kasance 21.0/3.9/10.2/82000 yuan/ton, wanda ya kasance +100%/+11%/+7%/+9% bi da bi daga karshen watan Yuni na wannan shekara. A ?ar?ashin matsin farashi, manyan kamfanoni sun ci gaba da ha?aka farashin sucralose da maltol. Muna sa ran cewa tare da dawo da bu?atun bu?atun abubuwan sha ba tare da sukari ba a cikin ?asar Sin, da kuma ?arshen ?arna a ketare, ana sa ran masana'antar maye gurbin sukari za ta farfa?o a nan gaba tare da tallafin bu?ata da farashi.

?

Aikin yana tafiya daidai kuma yana shirin saka hannun jari a cikin aikin maye gurbin gas ?in ammonia foda na roba

Rahoton kwata na uku ya nuna cewa, ayyukan gine-ginen da kamfanin ke yi ya kai Yuan miliyan 300 a karshen rubu'i na 24. A cewar sanarwar kamfanin a ranar 30 ga Oktoba, kamfanin yana shirin saka hannun jari a cikin ginin ton 200000 a kowace shekara na maye gurbin gas ?in ammonia foda na roba don abubuwan da suka shude. Jimillar jarin aikin ya kai yuan biliyan 2, kuma lokacin aikin yana da watanni 24, wanda zai taimaka wa kamfanin wajen rage farashin kayayyakin da ake kashewa. Bisa ga rahoton rabin shekara na shekara ta 24th, kamfanin ya kammala gina manyan ayyukan "Dingyuan Phase II Project Phase I", ciki har da samar da shekara-shekara na 600000 ton na sulfuric acid, 60000 ton na ion membrane caustic soda, 60000 tons na ion membrane potassium hydroxide, 60000 tons na ion membrane potassium hydroxide, hydrogen peroxiden da sauran ion membrane potassium hydroxide. sannu a hankali ya shiga matakin samar da gwaji.

?

Hasashen riba da ?ima

Mun yi hasashen cewa ribar ribar da kamfani ke samu ga iyayen kamfanin na tsawon shekaru 24-26 zai zama RMB 720/102/126 miliyan, tare da karuwar shekara-shekara na+2%/+43%/+23%, daidai da EPS na RMB 1.26/1.79/2.21. Kamfanoni masu kwatankwacin suna da shekara 25 yarjejeniya ta iska da ake tsammanin matsakaicin PE na sau 10. Idan aka yi la'akari da fa'idodin fasaha na kamfanin, matsayin jagora a cikin masana'antu, da ha?aka yuwuwar ha?aka ayyukan da ke gudana, ana ba kamfanin sau 14 PE na tsawon shekaru 25 tare da farashin yuan 25.06 da aka yi niyya, yana kiyaye ?imar "?ara a cikin hannun jari".