"Qiimaha sare iyo baahida hoose" ee sannadkii hore ee warshadaha waraaqaha ayaa cadaadis saaray waxqabadka
Tan iyo sannadkii hore, warshadaha waraaqaha waxay la kulmeen cadaadisyo badan sida "hoos u dhaca baahida, shilalka sahayda, iyo wiiqidda filashooyinka". Arrimaha sida kororka agabka ceeriin iyo kuwa kaabayaasha ah iyo qiimaha tamarta ayaa kor u qaaday kharashyada, taasoo keentay hoos u dhac weyn oo ku yimid faa'iidooyinka dhaqaale ee warshadaha.
Sida laga soo xigtay tirakoobka Oriental Fortune Choice, laga bilaabo Abriil 24, 16 ka mid ah 22 shirkadood oo sameeya warqadaha gudaha ee liiska ku jira ee A-share ayaa shaaca ka qaaday warbixinnadooda sanadlaha ah ee 2022. Inkasta oo 12 shirkadood ay sannadkii hore gaareen kobac sannadle ah oo dakhliga hawlgalka ah, 5 shirkadood oo keliya ayaa kordhay faa'iidadooda saafiga ah sannadkii hore. , 11-ka soo hartayna waxay la kulmeen hoos u dhacyo heerar kala duwan ah. "Kordhinta dakhliga way adag tahay in la kordhiyo faa'iidada" ayaa noqotay sawirka warshadaha warqadda sanadka 2022.sanduuqa shukulaatada
Marka la gaaro 2023, "rashka" ayaa sii barwaaqoobi doona. Si kastaba ha ahaatee, cadaadiska ay wajahayaan warshadaha warqadda ayaa weli jira, waana ay ka sii adag tahay in la isticmaalo noocyo badan oo warqad ah, gaar ahaan warqadda baakadaha sida looxa sanduuqa, koollo, kaarka cad, iyo looxa cad, xilliyada ka baxsanna xitaa way daciifaan. Goorma ayay warshadaha warqadda soo bandhigi doonaan waaberiga?
Warshadu waxay horumarisay xirfadaheeda gudaha
Marka laga hadlayo jawiga gudaha iyo dibadda ee ay wajahayaan warshadaha warqadda sanadka 2022, shirkadaha iyo falanqeeyayaashu waxay gaareen heshiis isku raacsan: Waa adag tahay! Dhibaatadu waxay ku jirtaa xaqiiqda ah in qiimaha saxarka alwaaxa ee dhammaadka kharashka uu yahay mid taariikhi ah oo sarreeya, waana ay adag tahay in la kordhiyo qiimaha sababtoo ah baahida gaabiska ah ee hoos u dhacda, "labada dhinacba waa la cadaadiyaa". Sun Paper waxay ku sheegtay warbixinta sannadlaha ah ee shirkadda in 2022 uu noqon doono sannadkii ugu adkaa warshadaha warqadda ee dalkayga tan iyo dhibaatadii dhaqaale ee caalamiga ahayd sanadkii 2008.sanduuqa shukulaatada
Iyadoo ay jiraan dhibaatooyin noocaas ah, sannadkii la soo dhaafay, iyada oo loo marayo dadaallo aan kala go 'lahayn, warshadaha warqadda oo dhan waxay ka gudbeen arrimo badan oo aan wanaagsanayn oo kor ku xusan, waxay gaareen koror joogto ah oo yar oo wax soo saar ah, waxayna damaanad qaadeen sahayda suuqa ee alaabada warqadda.
Sida laga soo xigtay xog ay soo saareen Xafiiska Tirakoobka Qaranka, Maamulka Guud ee Kastamka iyo Ururka Warqadaha Shiinaha, sanadka 2022, wax soo saarka qaranka ee warqadda iyo kartoonku wuxuu noqon doonaa 124 milyan oo tan, dakhliga hawlgalka ee shirkadaha wax soo saarka warqadda iyo warqadda ee ka sarreeya cabbirka loo cayimay wuxuu noqon doonaa 1.52 tiriliyan yuan, taasoo ah koror sanadle ah oo ah 0.4%. 62.11 bilyan yuan, taasoo ah hoos u dhac sanadle ah oo ah 29.8%.sanduuqa baklava
"Xilliga hoos u dhigista warshadaha" sidoo kale waa xilli muhiim u ah isbeddelka iyo casriyeynta, waa xilli is-dhexgal ah oo dardar gelinaya nadiifinta awoodda wax soo saarka ee duugowday isla markaana diiradda saaraya hagaajinta warshadaha. Sida laga soo xigtay warbixinta sanadlaha ah, sannadkii la soo dhaafay, tiro shirkado ah oo liiska ku jira ayaa la"xoojinta xirfadahooda gudaha"ku hareeraysan istaraatiijiyadoodii la aasaasay si kor loogu qaado tartankooda asaasiga ah.
Jihada ugu muhiimsan waa in la dedejiyo hawlgalinta shirkadaha warqadda hormuudka ka ah si ay "u mideeyaan kaymaha, saxarka iyo warqadda" si loo helo awood lagu simo isbeddellada wareegga warshadaha.
Inta lagu jiro xilliga warbixinta, Sun Paper waxay bilowday inay hirgeliso mashruuc cusub oo isku-dhafan oo kaynta-warqadda-warqadda ah oo ka dhacaya Nanning, Guangxi, taasoo u suurtagelisay shirkadda "saddexda saldhig ee ugu waaweyn" ee Shandong, Guangxi, iyo Laos inay gaarto horumar tayo sare leh oo isku dubaridan oo ay dhammaystirto qaab-dhismeedka goobta istaraatiijiyadeed. Cilladaha ka jira warshadaha ayaa u oggolaaday shirkadda inay si guul leh ugu istaagto heer cusub oo leh awood wax soo saar saxarka iyo warqadda oo ka badan 10 milyan oo tan, taas oo u furtay meel ballaaran oo loogu talagalay kobaca shirkadda; Chenming Paper, oo hadda leh awood wax soo saar saxarka iyo warqadda oo ka badan 11 milyan oo tan, ayaa gaartay isku filnaansho iyadoo hubinaysa isku filnaansho. "Tayada iyo tirada" ee sahayda saxarka, oo lagu kabay istaraatiijiyad iibsi oo dabacsan, ayaa xoojisay faa'iidada kharashka ee alaabta ceeriin; inta lagu jiro muddada warbixinta, mashruuca isbeddelka farsamada ee saxarka kiimikada ee Yibin Paper ayaa si buuxda loo dhammaystiray oo la fuliyey, wax soo saarka saxarka kiimikada ee sanadlaha ahna si wax ku ool ah ayaa loo kordhiyay.sanduuqa baklava
Hoos u dhaca baahida gudaha iyo kobaca cajiibka ah ee ganacsiga dibadda ayaa sidoo kale ahaa astaan muhiim ah oo warshadaha warqadda ah sannadkii hore. Xogtu waxay muujinaysaa in sannadka 2022, warshadaha warqadda waxay dhoofin doonaan 13.1 milyan oo tan oo ah waxyaabaha saxarka, warqadda iyo warqadda ah, taasoo ah koror sannadle ah oo dhan 40%; qiimaha dhoofintu wuxuu noqon doonaa 32.05 bilyan oo doolarka Mareykanka ah, koror sannadle ah oo dhan 32.4%. Shirkadaha liiska ku jira, waxqabadka ugu fiican waa Chenming Paper. Dakhliga iibka ee shirkadda ee suuqyada dibadda sanadka 2022 wuxuu ka badan doonaa 8 bilyan oo yuan, koror sannadle ah oo ah 97.39%, oo aad uga sarreeya heerka warshadaha oo gaaraya rikoor sare. Qofka khuseeya ee mas'uulka ka ah shirkadda ayaa u sheegay weriyaha "Securities Daily" in dhinac, ay ka faa'iideysatay deegaanka dibadda, dhinaca kalena, ay sidoo kale ka faa'iideysatay qaab-dhismeedka istaraatiijiyadeed ee shirkadda ee dibadda sannadihii la soo dhaafay. Waqtigan xaadirka ah, shirkaddu waxay markii hore samaysay shabakad iib oo caalami ah.
Soo kabashada faa'iidada warshadaha ayaa si tartiib tartiib ah loo xaqiijin doonaa
Marka la gaaro 2023, xaaladda warshadaha warqadda ma soo hagaagin, inkastoo noocyada kala duwan ee warqadda ay wajahayaan xaalado kala duwan oo suuqa hoose ah, guud ahaan, cadaadiska lama yareyn. Tusaale ahaan, warshadaha warqadda baakadaha sida sanduuqa iyo jiingadaha ayaa weli ku dhacay dhibaato muddo dheer ah rubuci hore. Waqtiga shaqo la'aanta, dhibaatada hoos u dhaca qiimaha oo joogto ah.
Intii lagu guda jiray wareysiga, tiro ka mid ah falanqeeyayaasha warshadaha warqadda ee ka socda Zhuo Chuang Information ayaa wariyeyaasha u soo bandhigay in rubuci hore ee sanadkan, sahayda suuqa kartoonada cad ay guud ahaan korodhay, baahidu ay ka hoosaysay sidii la filayay, qiimuhuna uu cadaadis saarnaa. Rubuci labaad, suuqu wuxuu geli doonaa xilliga ka baxsan isticmaalka warshadaha. Waxaa la filayaa in suuqu uu sii jiri doono. Xarunta cufisjiidadka ayaa weli u badan tahay inay hoos u dhacdo; suuqa warqadda tolida ayaa daciif ahaa rubucii hore, iska hor imaadka u dhexeeya sahayda iyo baahida ayaa si weyn u muuqday. Marka laga soo tago kororka mugga warqadda la soo dejiyo, qiimaha warqadda ayaa cadaadis saarnaa. Rubucii labaad, warshadaha warqadda tolida ayaa wali ku jiray xilligii caadiga ahaa ee isticmaalka. .
"Rubucii hore ee warqadda dhaqanka, warqadda laba-dhejinta ah waxay muujisay horumar weyn, inta badan sababtoo ah hoos u dhac weyn oo ku yimid qiimaha saxarka, iyo taageerada xilliga ugu sarreeya ee baahida, xarunta suuqa ee cufisjiidadka ayaa ahayd mid xooggan oo isbeddelaysa iyo arrimo kale, laakiin waxqabadka amarrada bulshada ayaa ahaa mid dhexdhexaad ah, iyo xarunta qiimaha cufisjiidadka rubuci labaad Waxaa jiri kara dabacsanaan yar." Falanqeeyaha macluumaadka Zhuo Chuang Zhang Yan ayaa u sheegay weriyaha "Securities Daily".
Sida laga soo xigtay xaaladda shirkadaha liiska ku jira ee shaaciyay warbixinnadooda rubuc-sannadeed ee ugu horreeya sanadka 2023, sii socoshada dhibaatooyinka guud ee warshadaha rubuc-sannadeedka koowaad ayaa sii xoojisay faa'iidada shirkadda. Tusaale ahaan, Bohui Paper, oo ah hoggaamiyaha warqadda cad, ayaa lumiyay 497 milyan oo yuan oo faa'iido saafi ah rubuc-sannadeedka hore ee sanadkan, taasoo ah hoos u dhac 375.22% marka loo eego isla muddadaas sanadkii 2022; Qifeng New Materials ayaa sidoo kale lumiyay 1.832 milyan oo yuan oo faa'iido saafi ah rubuc-sannadeedka koowaad, taasoo ah hoos u dhac sanadle ah oo ah 108.91%.sanduuqa keegga
Marka la eego arrintan, sababta ay warshaduhu iyo shirkaddu u bixiyeen weli waa baahida liidata iyo iska hor imaadka sii kordhaya ee u dhexeeya sahayda iyo baahida. Maadaama fasaxa "May 1" uu soo dhawaanayo, "rashka" suuqa ayaa sii xoogaysanaya, laakiin maxaa isbeddel loogu samayn waayay warshadaha warqadda?
Fan Guiwen, maareeyaha guud ee Kumera (China) Co., Ltd., ayaa u sheegay weriyaha "Securities Daily" in "rashka kulul" ee warbaahinta ay dhab ahaantii ku kooban yihiin gobollo iyo warshado xaddidan. si tartiib tartiib ah ayay u barwaaqoobeen." "Warshadu waa inay weli ku jirtaa marxaladda lagu dheefshiidayo kaydka gacanta ganacsatada. Waxaa la filayaa in ka dib fasaxa Maalinta Maajo, ay jirto baahi loo qabo dalabyo dheeraad ah." Fan Guiwen ayaa yiri.
Si kastaba ha ahaatee, shirkado badan ayaa weli rajo wanaagsan ka qaba horumarka muddada dheer ee warshadaha. Sun Paper waxay sheegtay in dhaqaalaha dalkaygu uu hadda si dhammaystiran u soo kabanayo. Maadaama ay tahay warshado muhiim ah oo aasaasi ah oo agabka ceeriin ah, warshadaha waraaqaha ayaa la filayaa inay keenaan koboc deggan oo ay horseeddo soo kabashada (soo kabashada) baahida guud.
Sida laga soo xigtay falanqaynta Southwest Securities, baahida ugu dambeysa ee qaybta sameynta waraaqaha ayaa la filayaa inay kor u kacdo iyadoo la filayo soo kabashada isticmaalka, taas oo kor u qaadi doonta qiimaha warqadda, halka rajada hoos u dhaca ee qiimaha saxarka uu si tartiib tartiib ah u kordhi doono.
Waqtiga boostada: Maajo-03-2023
