Jinhe Industrial ayaa ku dhawaaqday warbixinteedii saddexaad ee rubuca Oktoobar 30-keedii: Dakhliga Q3 wuxuu ahaa 1.5 bilyan yuan, iyadoo bishii kor u kacday + 6%/+ 14%, iyo faa'iidada saafiga ah ee loo aaneynayo shirkadda waalidku waxay ahayd 160 milyan yuan, iyada oo bishii kor u kacday +1%/+38%. Saddexdii rubuc ee hore, shirkaddu waxay heshay dakhli dhan 4 bilyan yuan, korodhka sannad-sannad ka ah -1%; Faa'iidada saafiga ah ee loo aanaynayo shirkadda waalidku waxay ahayd 410 milyan yuan (marka laga reebo 380 milyan yuan), hoos u dhac sannad kasta ah -27% (marka laga reebo kharashyada aan soo noqnoqonaynin ee -22%).

Waxqabadka rubuci saddexaad ee shirkaddu asal ahaan waa mid la jaan qaadaya filashadayada mustaqbalka (160 milyan yuan). Iyadoo la tixgelinayo taageerada dhinacyada baahida iyo kharashka labadaba, warshadaha sonkorta mustaqbalka ayaa la filayaa inay soo kabtaan oo ay sii wadaan qiimeynta "kordhinta hantida".

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Warshadaha beddelka sonkorta waxaa saameeyay cadaadiska sahayda iyo bakhaarradii dibadda, taasoo keentay hoos u dhac sannad-sannadka ka dambeeya qiimaha badeecada ee shirkadda.

Tan iyo bilowgii sanadkan, cadaadiska dhinaca sahayda ee warshadaha waxaa u sii dheeraa alaabada dibeda, taasoo keentay hoos u dhac sanadba sanadka ka dambeeya qiimaha badeecadaha bedela sonkorta. Marka loo eego Baichuan Yingfu, celceliska qiimaha shirkadaha sucralose/acesulfame/methyl maltol/maltol ethyl ee saddexda rubuc ee ugu horeeya 2024 waxay ahaayeen -31%/-28%/-8%/+3% to 12.3/3.7/8.3/69000 yuan/ton, siday u kala horreeyaan. Tan iyo rubuci saddexaad, shirkaddu waxay sii waday inay kor u qaado qiimaha sababtoo ah cadaadiska kharashka, oo ay ka mid yihiin celceliska qiimaha rubuci 24aad wuxuu kordhay + 22% / -5% / + 7% / + 6% bishii ilaa RMB 13.4 / 3.5 / 9.8 / 77000 halkii ton. Xaddiga guud ee faa'iidada shirkadda ee saddexdii rubuc ee ugu horreeya 24 sano waxay ahayd -3.6pct ilaa 20.2% sannadkiiba, iyo faa'iidada guud ee rubuci saddexaad ee 24 sano waxay ahayd -3.9pct ilaa 19.5% sannadkiiba.

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Mugga dhoofinta sucralose ayaa kordhay sannadba sannadka ka dambeeya Sebtembar, barwaaqada mustaqbalka ee beddelka sonkorta ayaa la filayaa inay soo kabsato.

Sida laga soo xigtay Baichuan Yingfu, mugga dhoofinta sucralose bishii Sebtembar 2024 wuxuu kordhay +5%/-20% bishii ilaa 1617 tan. Laga bilaabo Oktoobar 30-keedii, qiimaha sucralose/acesulfame/methyl maltol/maltol ethyl ee ganacsiyadu waxay ahaayeen 21.0/3.9/10.2/82000 yuan/ton, kaas oo ahaa+100%/+11%/+7%/+9% siday u kala horreeyaan dhamaadkii Juunyo sanadkan. Cadaadiska qiimaha, ganacsiyada caadiga ah waxay wadeen inay kor u qaadaan qiimaha sucralose iyo maltol. Waxaan fileynaa in dib u soo kabashada baahida hoose ee cabitaanada sonkorta la'aanta ah ee Shiinaha iyo dhamaadka soo socota ee qashinka dibedda, warshadaha beddelka sonkorta waxaa la filayaa inay soo kabsadaan mustaqbalka iyadoo la taageerayo baahida iyo kharashka.

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Mashruucu waxa uu u socdaa si habsami leh waxana uu qorshaynayaa in lagu maal galiyo dhismaha mashruuca bedelaadda gaaska budada ammonia ee synthetic

Sida laga soo xigtay warbixinta rubuci saddexaad, mashaariicda dhismaha ee shirkaddu waxay gaadhay 300 milyan yuan ilaa dhammaadka rubuci 24aad. Marka loo eego ku dhawaaqista shirkadu markay ahayd Oktoobar 30-keedii, shirkaddu waxay qorshaynaysaa inay maalgeliso dhismaha 200000 tan sanadkiiba mashruuca beddelka gaaska budada ammonia synthetic ee geeddi-socod duugoobay. Wadarta maalgashiga mashruuca waa 2 bilyan yuan, mudada dhismuhuna waa 24 bilood, taas oo ka caawin doonta shirkadu inay hoos u dhigto kharashaadka wax soo saarka. Sida laga soo xigtay warbixinta semi-sanadka ee sanadka 24-aad, shirkaddu waxay dhamaystirtay dhismaha mashaariicda ugu muhiimsan ee "Dingyuan Wajiga II Mashruuca Wajiga I", oo ay ku jiraan wax soo saarka sanadlaha ah ee 600000 tan oo sulfuric acid, 60000 tan oo ion xuubka caustic soodhaha, 60000 tan oo ah mashaariicda ion xuubka potassium hydroxide, iyo 60000 tons ion xuubka potassium hydroxide, si tartiib tartiib ah u galay marxaladda wax soo saarka tijaabada.

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Saadaasha faa'iidada iyo qiimaynta

Waxaan saadaalineynaa in faa'iidada saafiga ah ee shirkadda ee loo aaneynayo shirkadda waalidka ee sanadaha 24-26 ay noqon doonto RMB 720/102/126 milyan, iyadoo koror sannad-sannadka ah+2%/+43%/+23%, una dhiganta EPS ee RMB 1.26/1.79/2.21. Shirkadaha la barbardhigi karo waxay leeyihiin 25 sano heshiis dabaysha oo la filayo celceliska PE ee 10 jeer. Iyadoo la tixgelinayo faa'iidooyinka teknoolajiyada ee shirkadda, booska hogaaminaya ee warshadaha, iyo kobaca kobaca mashaariicda socda, shirkadda waxaa la siiyaa 14 jeer PE 25 sano oo leh qiimo bartilmaameed ah 25.06 yuan, ilaalinta "kordhinta hantida" rating.