【EVERGRN 5101 交流专区】长青纤维板

mjchua

原帖由 四伯爽 于 24-8-2007 12:11 PM 发表
是啦 就是MIECO咯

你自己去看看... 真的虧錢喔

四伯爽

原帖由 mjchua 于 24-8-2007 12:13 PM 发表


長青進入印尼市場... 是因為那是很大的市場
印尼是純 MDF importer
最大的問題... 2008 年之後, 中國還需要不需要大量的 MDF ?
因為長青出口很多到中國
目前中國是最大的生產國 但對 MDF 卻是淨進口國 ...

需求是真的大啦 你看我们现在的家私都是chipboard了的
实木家私越来越少了 去ikea看看就懂了

不过 这行业很容易受到其他因素影响
油价起又不好 木材价起又不好

四伯爽

原帖由 mjchua 于 24-8-2007 12:16 PM 发表


你自己去看看... 真的虧錢喔

我懂啊

我开始买它的时候 就是当它亏钱的时候
而且都不敢拿来讨论 （一定给人踩的...)

mjchua

原帖由 四伯爽 于 24-8-2007 12:22 PM 发表


需求是真的大啦 你看我们现在的家私都是chipboard了的
实木家私越来越少了 去ikea看看就懂了

不过 这行业很容易受到其他因素影响
油价起又不好 木材价起又不好

是的... 所以長青的老板很聰明

cct2048

原帖由 mjchua 于 24-8-2007 12:13 PM 发表
目前中國是最大的生產國 但對 MDF 卻是淨進口國
若中國沒有那麼大的需求的話
這堆 MDF 會往哪裡推 ? 相信大家都知道答案了吧 ?

拿来当木炭烧
还不赖

mjchua

原帖由 cct2048 于 24-8-2007 12:33 PM 发表





拿来当木炭烧
还不赖

那不就等於拿 $$ 來燒 ?
不如送給我做 furniture

mjchua

長青纖維板 7180萬購印尼2公司資產
updated:2007-08-03 12:41:15 MYT

（吉隆坡訊）長青纖維板（EVERGRN，5101）以2100萬美元（約7180萬令吉）收購印尼兩家公司的資產，使公司產能增加16%至81萬立方公尺，並進軍其他市場。

該公司發表文告指出，隨著較早時簽署的諒解備忘錄及聯營合約，該公司旗下子公司─HIJAU LESTARI RAYA FIBREBOARD與印尼公司─HUTRINDO JAYA FIBREBOARD制造公司，以及 UFORIN PRAJEN ADHESIVE IND簽署合約，以上述價格收購後兩者的資產。 （星洲日報/財經•2007.08.03）

mjchua

長青纖維板7245萬印尼2公司資
updated:2007-08-06 22:02:39 MYT

（吉隆坡訊）長青纖維板（EVERGRN, 5101）將支付1071萬美元（約3694萬9500 令吉），充作其51%印尼子公司以2100萬美元（約7245萬令吉）收購印尼兩家公司資產的部份資金。

該公司回覆大馬交易所質詢表示，旗下子公司HIJAU LESTARI RAYA FIBREBOARD，與HUTRINDO JAYA FIBREBOARD制造公司及UFORIN PRAJEN ADHESIVE IND簽署合約，以上述價格收購後兩者的資產。

這項計劃料在10月20日完成，該公司期望透過收購計劃，使其中密度纖維板產能增加16% 至81萬立方公尺，並進軍印尼或其他國際市場。 （星洲日報/財經•2007.08.06）

mjchua

World top-10 player, in Asia’s top three
Malaysia is the third-largest exporter of medium density fibreboard (MDF) in the world after Germany and Canada. MDF is an engineered wood product formed by breaking down softwood into wood fibres which is then mixed with glue and fibre. The final finish or forming of panels is created by submitting the boards to high temperatures. Evergreen’s other business activities include the manufacturing of particleboard and knock-down furniture. MDF is a popular substitute for plywood, but it is made from rubberwood rather than logs and other residuals, so it is more environmentally friendly and cheaper. In general, MDF prices are at a 20% discount to plywood prices.

Evergreen Fibreboard is the largest MDF manufacturer in Malaysia with an annual production capacity of 710,000 cu m. Its next biggest competitor, Merbok MDF is at a distant second with annual capacity of only 250,000 cu m.

By end-2008, Evergreen will become the largest MDF manufacturer in Asia Pacific with a total capacity of 1,088,000 cu m. The new capacity will come from: 1) its third production line in Thailand with an annual capacity of 368,000 cu m, 2) a newly acquired Indonesian plant with annual capacity of 110,000 cum. The next biggest player is Thailand’s Vanachai Group with an annual capacity of 780,000 cu m.

Evergreen is probably one of the most efficient MDF manufacturers globally. Its efficiencies have improved overtime attributable largely to management’s strategy to always strive to be the best and most efficient player in the world. Other than management’s industry know-how, its efficiency gains are a direct result of capacity expansions, which created economies of scale. We believe Evergreen is even more competitive than the Chinese players.

8years

emmm,管理层非常不错，有谁知道这行业如何，长远影响的因素除了油和木价还有什么吗？

四伯爽

我懂的竞争者有HEVEABOARD，MIECO和VANACHAI（泰国）
还有很多大大小小不知名的
竞争也是很激烈的

MIECO在扩充新的产能过后 产量达900，000cu m
不过，MIECO的是chipboard
和evergreen的MDF是一样的吗 ？？？

[ 本帖最后由 四伯爽 于 24-8-2007 02:03 PM 编辑 ]

四伯爽

在WIKI看到的

Particleboard, or particle board, (called "chipboard" in the UK and Australia) is an engineered wood product manufactured from wood particles, such as wood chips, sawmill shavings, or even saw dust, and a synthetic resin or other suitable binder, which is pressed and extruded. Particleboard is a type of fiberboard, a composite material, but it is made up of larger pieces of wood than medium-density fibreboard and hardboard.

Particleboard is cheaper, denser and more uniform than conventional wood and plywood and is substituted for them when appearance and strength are less important than cost. However, particleboard can be made more attractive by painting or the use of wood veneers that are glued onto surfaces that will be visible. Though it is denser than conventional wood, it is the lightest and weakest type of fiberboard, except for insulation board. Medium-density fibreboard and hardboard, also called high-density fiberboard, are stronger and denser than particleboard.

A major disadvantage of particleboard is that it is very prone to expansion and discoloration due to moisture, particularly when it is not covered with paint or another sealer. Therefore, it is rarely used outdoors or places that have high levels of moisture, with the exception of some bathrooms, kitchens and laundries, where it is commonly used as an underlayment beneath a continuous sheet of vinyl floor covering. In such an installation the edges must be properly covered upward against the wall and joints and non-covered edges must be properly sealed against moisture penetration. A higher quality material not subject to expansion is underlayment-grade plywood, which is constructed without interior voids in its layers to better resist the high local pressure from objects such as stiletto heels.

8years

cari真是投资者的好地方，以前总是很难找到好股，来了cari好股却又突然太多
这要感谢大家的分享，“分享就是得到“，古人说得好啊

piao2

问问origen老板就可以了。。。。

MDF板用的浆糊，和formaldehyde很有关系。
如果你在这个领域，应该知道MAC公司和这行息息相关。。。。
问问他们就略知一二

mjchua

原帖由 piao2 于 24-8-2007 02:24 PM 发表
问问origen老板就可以了。。。。

MDF板用的浆糊，和formaldehyde很有关系。
如果你在这个领域，应该知道MAC公司和这行息息相关。。。。
问问他们就略知一二

我們有請 origen 大老板為我們講解一下.

8years

恳请origen 大老板為我們講解一下
我已经洗湿头了，越多资料越好

origen

不好意思，我还很老土和只是一个小商人，还没有接触到比较hightech和大资本的东西， 所以没有MDF这方面的知识。。
锯木和balak就比较了解。。今年真的很差。。这两个月吃自己。。

mjchua

原帖由 origen 于 24-8-2007 02:43 PM 发表
不好意思，我还很老土和只是一个小商人，还没有接触到比较hightech和大资本的东西， 所以没有多么MDF这方面的知识。。
锯木和balak就比较了解。。今年真的很差。。这两个月吃自己。。

木板的需求量高嗎 ?

origen

这方面很差，以锯木来说，去年开始他们给很多本地order，但今年头要交贷时（一般上order到交贷有三个月到半年左右时间）这些本地出口商给欧洲老搞死了，因为他们临时要上船突然取消许多order，听说是欧洲老阴谋，因为他们懂得本地出口商过量库存，（前年尾有一段时间balak大短缺，所以balak产量在去年开始恢复时，本地出口商开始存贷，加上order出现，他们更加大买，过量库存。）所以就多多借口，试图迫使本地出口商跳楼出贷。。现在局面还很没有解决。。

8years

这就奇怪了，根据这种说法，为什么lingui和evergrn业绩会那么好？？
看来需要更多资料来解释解释。。。。