Makambani makuru epepa akabatana mukusimudzira mitengo muna Chivabvu kuti "vanyunyute" kuti mitengo yemapuranga emapuranga "yakaderera" kumusoro nekudzika kana kuti kuramba kwakamira.
Muna Chivabvu, makambani akawanda epamusoro epepa akazivisa kukwira kwemitengo yezvigadzirwa zvavo zvepepa. Pakati pavo, Sun Paper yakawedzera mutengo wezvigadzirwa zvese zvekuputira ne100 yuan/tani kubvira Chivabvu 1. Chenming Paper neBohui Paper zvichawedzera mutengo wezvigadzirwa zvavo zvepepa zvakaputirwa neRMB 100/tani kubva muna Chivabvu.
Mukufunga kwekuderera kukuru kwemutengo wehuni munguva pfupi yapfuura uye kudzoreredzwa kwezvinodiwa, maererano nemaonero evazhinji vevashandi vemaindasitiri, kukwira kwemitengo uku nemakambani makuru epepa kune chirevo chakasimba che "kukumbira kuwedzerwa".bhokisi rechokoreti
Mumwe muongorori weindasitiri akaongorora kumunyori wenhau we "Securities Daily" achiti: "Kushanda kweindasitiri kuri kuramba kuri pasi pekumanikidzwa, uye mutengo wehuni 'waderera' munguva pfupi yapfuura. Nekutamba mutambo we 'kuchema' pasi, zvinotarisirwawo kuti purofiti ichadzorerwa."
Mutambo wekusagadzikana pakati pechikamu chekugadzira mapepa chiri kumusoro nechiri pasi
Muchikamu chekutanga chegore rino, indasitiri yemapepa yakaramba iri pasi pekumanikidzwa kubvira muna 2022, kunyanya apo kudiwa kwemagetsi kusina kuvandudzwa zvakanyanya. Nguva yekusashanda kwekugadzirisa uye mitengo yemapepa iri kuramba ichidzikira.bhokisi rechokoreti
Kushanda kwemakambani makumi maviri nematatu akanyorwa muchikamu chekugadzira mapepa cheA-share muchikamu chekutanga chegore kwaive kwakashata, uye kwakasiyana nemamiriro ese echikamu chekugadzira mapepa muna 2022 "akawedzera mari isina kuwedzera purofiti". Hakuna makambani mashoma ane double downs.
Sekureva kwedata kubva kuOriental Fortune Choice, pakati pemakambani makumi maviri nematatu, makambani gumi nemashanu akaratidza kudzikira kwemari inowanikwa mukushanda mukota yekutanga yegore rino zvichienzaniswa nenguva imwecheteyo gore rapfuura; makambani manomwe akarasikirwa nekushanda zvakanaka.
Zvisinei, kubva pakutanga kwegore rino, divi rekugovera zvinhu, kunyanya indasitiri yepulp nepepa, rakachinja zvakanyanya zvichienzaniswa nenguva imwe chete muna 2022. Chang Junting, nyanzvi yeruzivo yeZhuo Chuang, akaudza mutori wenhau we "Securities Daily" kuti muna 2022, nekuda kwezvinhu zvakawanda zvakaita senhau dzinoenderera mberi dzekupa zvinhu uye kubatana kwepulp nepepa, mutengo wepulp yematanda uchakwira uye ucharamba wakakwira, zvichikonzera kudzikira kwepurofiti yemakambani epepa. Zvisinei, kubva muna 2023, mitengo yepulp yakadzikira nekukurumidza. "Zvinotarisirwa kuti kudzikira kwemitengo yepulp yematanda kunogona kuwedzera muna Chivabvu gore rino." Chang Junting akadaro.bhokisi rekeke
Mumamiriro ezvinhu aya, mutambo pakati pemakambani ari kumusoro neari pasi peindasitiri uri kuenderera mberi uye uri kusimba. Zhang Yan, nyanzvi yeZhuo Chuang, akaudza mutori wenhau we "Securities Daily" kuti: "Indasitiri yepepa re "double offset" yakasangana nekuderera kukuru kwemitengo ye "pulp" uye rutsigiro rwepepa re "double offset" nekuda kwekudiwa kwakanyanya. Purofiti yeindasitiri yadzoka zvakanyanya. Naizvozvo, makambani epepa ane mutengo wakanaka. Nepfungwa yekuramba achidzorera purofiti, iyi ndiyowo rutsigiro rukuru rwepfungwa yekuwedzera kwemitengo nemakambani epepa anotungamira."
Asi kune rumwe rutivi, musika we pulp hauna kusimba, uye "kunyura" kwemutengo kuri pachena. Kune rumwe rutivi, rutsigiro rwemusika rwemitengo yemapepa rwakaganhurirwa. Kune rumwe rutivi, kufarira kwevatambi vepasi pemvura kuti vaunganidze kwadererawo. "Vashandi vazhinji vepasi pemvura vari kumira uye vanoda kumirira kuti mutengo udzike vasati vaunganidza." Zhang Yan akadaro.
Nezvekukwira kwemitengo uku kunoitwa nemakambani emapepa, indasitiri iyi inotenda kuti mukana wekuti "isvike" chaiyo wakaderera, uye mutambo uri pakati pekumusoro nepasi. Sekureva kwezvinotaurwa nemasangano mazhinji, mamiriro aya emusika acharamba ari iwo dingindira guru munguva pfupi.bhokisi rekeke
Muhafu yechipiri yegore, indasitiri iyi inogona kudzoreredza purofiti yayo
Saka, indasitiri yemapepa ichabuda riini mu "rima"? Kunyanya mushure mekusangana nekuwedzera kwekushandiswa kwemari panguva yezororo re "Chivabvu 1", mamiriro ekudiwa kwemari kwenguva refu adzoka uye avandudzika here? Ndeapi mamakisi epepa nemakambani achava ekutanga kutungamira mukudzoreredzwa kwebasa?
Panyaya iyi, Fan Guiwen, maneja mukuru weKumera (China) Co., Ltd., mubvunzurudzo nemutori wenhau weSecurities Daily, anotenda kuti mamiriro ezvinhu aripo iye zvino anoita seazere nemoto chaiwo akaganhurirwa kunzvimbo nemaindasitiri mashoma, uye kuchine nzvimbo nemaindasitiri akawanda ayo chete anogona kunzi "ari kubudirira zvishoma nezvishoma". "Nekubudirira kweindasitiri yekushanya uye indasitiri yekugara mumahotera, kudiwa kwezvigadzirwa zvemapepa ekurongedza zvekudya, kunyanya kurongedza chikafu senge makapu emapepa nendiro dzemapepa, kuchawedzera zvishoma nezvishoma." Fan Guiwen anotenda kuti mapepa epamba nemamwe marudzi epepa rekurongedza anofanira kunge ari ekutanga kuve nekushanda kuri nani pamusika.
Nezvepepa rakaputirwa, rimwe remhando dzepepa iro makambani makuru epepa ari "kuchema" muchikamu chino, vamwe vanhu vari mukati vakazivisa mubvunzurudzo nevatori venhau kuti: "Mapepa etsika ave mumwaka mudiki wepamusoro gore rino, uye ikozvino nekudzoreredzwa kwakazara kweindasitiri yekuratidzira yemuno, maodha epepa rakaputirwa anogutsawo, uye purofiti yakawedzerawo kana tichienzanisa nenguva yapfuura.""bhokisi reBaklava
Chenming Paper yakaudza mutori wenhau we "Securities Daily" kuti: "Kunyangwe mutengo wepepa retsika wakakwira mukota yekutanga, nekuda kwekuderera kwemutengo wekadhibhodhi jena, mashandiro emakambani epepa remapuranga ehuni aive achiri pasi pekumanikidzwa mukota yekutanga. Zvisinei, kambani iyi inotenda kuti kudonha kwemitengo yezvinhu zvakabikwa kuchabatsira zvishoma nezvishoma kuvandudza purofiti yemaindasitiri ari pasi pemvura."
Vanhu vari mukati meindasitiri iyi vataurwa pamusoro apa vanotendawo kuti indasitiri iyi iri mudambudziko guru. Nekuderera kwemitengo uye kudzoreredzwa kwezvinodiwa nevatengi, purofiti yemakambani epepa inotarisirwa kudzoreredzwa.
Sinolink Securities yakati ine tariro yekuti kudiwa kwezvinhu kuchawedzera muchikamu chechipiri cha2023, uye kuti kudzoserwa kwemitengo yemapepa kuchawedzera kukwira kwemitengo yemapepa, zvichiita kuti purofiti patani imwe neimwe iwedzere.
Nguva yekutumira: Chivabvu-10-2023


