Shirkadaha ugu horreeya ee waraaqaha daabaca ayaa si wadajir ah u kordhiyay qiimaha bishii Maajo si ay u "cabiraan" qiimaha saxarka alwaaxa ee "quulaya" kor iyo hoos ama ismari waaga sii socda.
Bishii Maajo, tiro ka mid ah shirkadaha warqadda hormuudka ka ah ayaa ku dhawaaqay koror qiimaha alaabadooda warqadda ah. Kuwaas waxaa ka mid ah, Sun Paper waxay kordhisay qiimaha dhammaan alaabada dahaarka leh 100 yuan/ton tan iyo Maajo 1. Chenming Paper iyo Bohui Paper waxay kordhin doonaan qiimaha alaabadooda warqadda dahaarka leh 100 RMB/ton laga bilaabo Maajo.
Marka la eego hoos u dhaca degdega ah ee dhawaan ku yimid qiimaha saxarka alwaaxa iyo soo kabashada dhinaca baahida, sida ay qabaan dad badan oo gudaha warshadaha ku jira, wareeggan qiimaha ee ay sameeyeen shirkadaha warqadda hormuudka ah wuxuu leeyahay macno xooggan oo ah "ku baaqashada koror".sanduuqa shukulaatada
Falanqeeye warshadeed ayaa falanqeeyay weriyaha "Securities Daily": "Waxqabadka warshaduhu wuxuu sii wadaa inuu cadaadis saaran yahay, qiimaha saxarka alwaaxduna dhawaan ayuu 'hoos u dhacay'. Iyadoo la ciyaarayo ciyaarta 'oohinta' hoos u socota, waxaa sidoo kale la filayaa in faa'iidada la soo celin doono."
Ciyaarta ismari waaga ah ee u dhaxaysa qaybta sare iyo hoose ee sameynta waraaqaha
Rubucii hore ee sanadkan, warshadaha waraaqaha ayaa sii waday inay cadaadis saaraan tan iyo 2022, gaar ahaan marka baahida terminalka aan si weyn loo hagaajin. Waqtiga shaqada ee dayactirka iyo qiimaha warqadda ayaa sii socda.sanduuqa shukulaatada
Waxqabadka 23-ka shirkadood ee liiska ku jira ee qaybta sameynta waraaqaha ee A-share ee gudaha rubuci hore guud ahaan wuu xumaa, wuxuuna ka duwanaa xaaladda guud ee qaybta sameynta waraaqaha ee 2022 oo "kordhisay dakhliga iyada oo aan la kordhin faa'iidada". Ma jiraan shirkado yar oo leh hoos u dhac labanlaab ah.
Sida laga soo xigtay xogta Oriental Fortune Choice, 23-ka shirkadood, 15 shirkadood ayaa muujiyay hoos u dhac ku yimid dakhliga hawlgalka rubuci hore ee sanadkan marka la barbar dhigo isla xilligii sannadkii hore; 7 shirkadood ayaa la kulmay khasaarooyin waxqabad.
Si kastaba ha ahaatee, tan iyo bilowgii sanadkan, dhinaca sahayda alaabta ceeriin ah, gaar ahaan warshadaha saxarka iyo warqadda, ayaa la kulmay isbeddello muhiim ah marka la barbar dhigo isla muddadaas 2022. Falanqeeyaha macluumaadka Zhuo Chuang Chang Junting ayaa u sheegay weriyaha "Securities Daily" in sanadka 2022, sababo la xiriira arrimo badan sida wararka joogtada ah ee dhinaca sahayda iyo isku xirka saxarka iyo warqadda, qiimaha saxarka alwaaxdu wuu kici doonaa oo wuu sii ahaan doonaa mid sarreeya, taasoo keentay hoos u dhac ku yimaada faa'iidada shirkadaha warqadda. Si kastaba ha ahaatee, tan iyo 2023, qiimaha saxarka ayaa si degdeg ah hoos ugu dhacay. "Waxaa la filayaa in hoos u dhaca qiimaha saxarka alwaaxdu uu sii xumaan karo bisha Maajo ee sanadkan." Chang Junting ayaa yiri.sanduuqa keegga
Xaaladdan oo kale, ciyaarta ismari waaga ah ee u dhaxaysa kor iyo hoos ee warshadaha ayaa sidoo kale sii socota oo sii xoogaysanaysa. Falanqeeyaha Macluumaadka Zhuo Chuang Zhang Yan ayaa u sheegay weriyaha "Securities Daily": "Warshadaha warqadda laba-laaban waxay la kulmeen hoos u dhac ballaaran oo ku yimid qiimaha saxarka iyo taageerada warqadda laba-laaban sababtoo ah baahida adag. Faa'iidada warshaduhu si weyn ayay u soo kabatay. Sidaa darteed, shirkadaha warqadda ayaa leh qiimo wanaagsan. Iyadoo maskaxda lagu hayo in la sii wado soo celinta faa'iidada, tani sidoo kale waa taageerada maskaxda ugu weyn ee wareeggan kororka qiimaha ee shirkadaha warqadda hormuudka ah."
Laakiin dhinaca kale, suuqa saxarka waa daciif, qiimaha "quusitaanka" waa mid iska cad. Dhinac, taageerada suuqa ee qiimaha warqadda waa mid xaddidan. Dhanka kale, xiisaha ciyaartoyda hoos u socda ee kaydinta ayaa sidoo kale daciifay. "Shaqaale badan oo ka shaqeeya waraaqaha dhaqanka ee hoos u socda ayaa dib u dhigaya waxayna rabaan inay sugaan in qiimaha uu hoos u dhaco ka hor inta aysan kaydsan." Zhang Yan ayaa yiri.
Marka laga hadlayo wareeggan qiimaha ee shirkadaha waraaqaha sameeya, warshaduhu guud ahaan waxay aaminsan yihiin in suurtogalnimada "soo degitaankeeda" dhabta ah ay yar tahay, waana ciyaar u dhaxaysa kor iyo hoos. Sida laga soo xigtay saadaasha hay'ado badan, xaaladdan ismari waaga suuqa ayaa weli noqon doonta mawduuca ugu muhiimsan muddada gaaban.sanduuqa keegga
Qaybta labaad ee sanadka, warshaduhu waxay gaari karaan soo celinta faa'iidada
Haddaba, goorma ayay warshadaha warqadaha ka bixi doonaan "murugada"? Gaar ahaan ka dib markii ay la kulmeen isticmaalka sii kordhaya intii lagu jiray fasaxa "Maajo 1aad", xaaladda baahida degdegga ah ma soo kabatay oo way soo hagaagtay? Darajooyinka warqadda iyo shirkadaha kee ayaa noqon doona kuwa ugu horreeya ee soo celiya soo kabashada waxqabadka?
Arrintan awgeed, Fan Guiwen, maareeyaha guud ee Kumera (China) Co., Ltd., wareysi uu siiyay wariye ka tirsan Securities Daily, wuxuu aaminsan yahay in xaaladda hadda jirta ee u muuqata inay ka buuxdo dab-shid ay dhab ahaantii ku kooban tahay gobollada iyo warshadaha xaddidan, welina ay jiraan gobollo iyo warshado badan oo kaliya Waxaa la dhihi karaa inay "si tartiib tartiib ah u barwaaqoobaan". "Iyada oo ay jirto barwaaqada warshadaha dalxiiska iyo warshadaha hoyga hoteellada, baahida loo qabo baakadaha alaabada warqadda ee cuntada, gaar ahaan baakadaha cuntada sida koobabka warqadda iyo baaquliyada warqadda, ayaa si tartiib tartiib ah u kordhi doona." Fan Guiwen wuxuu aaminsan yahay in warqadda guriga iyo noocyada qaar ee baakadaha warqadda ay tahay inay noqdaan kuwa ugu horreeya ee leh waxqabad suuq oo wanaagsan.
Marka laga hadlayo warqadda dahaarka leh, mid ka mid ah noocyada waraaqaha ee shirkadaha ugu sarreeya ee waraaqaha ay "ooyayaan" wareeggan, qaar ka mid ah dadka gudaha ku jira ayaa shaaca ka qaaday wareysi ay la yeesheen wariyeyaasha: "Warqadda dhaqanku waxay ku jirtay xilli aad u sarreeya sanadkan, haddana iyadoo soo kabasho dhammaystiran ay ku socoto warshadaha bandhigyada gudaha, dalabaadka waraaqaha dahaarka leh ayaa sidoo kale ah kuwo ku qanacsan, heerka faa'iidada ayaa sidoo kale soo hagaagay marka la barbar dhigo xilligii hore."sanduuqa baklava
Chenming Paper ayaa u sheegtay weriyaha "Securities Daily": "In kasta oo qiimaha warqadda dhaqanka uu soo kabtay rubuci hore, sababtoo ah hoos u dhaca qiimaha kartoonka cad, haddana waxqabadka shirkadaha warqadda saxarka alwaaxa ayaa wali cadaadis gaar ah saarnaa rubuci hore. Si kastaba ha ahaatee, shirkadda Waxaa la aaminsan yahay in hoos u dhaca qiimaha alaabta ceeriin ee kor u socota uu gacan ka geysan doono horumarinta faa'iidada warshadaha hoose."
Dadka gudaha warshadaha ku jira ee kor ku xusan waxay sidoo kale aaminsan yihiin in warshaduhu ay hadda ku jiraan xaalad hoose. Iyadoo si tartiib tartiib ah loo fududeynayo cadaadiska kharashka iyo soo kabashada tartiib tartiib ah ee baahida macaamiisha, waxaa la filayaa in faa'iidada shirkadaha waraaqaha bixiya ay soo kabato.
Shirkadda Sinolink Securities waxay sheegtay inay rajo wanaagsan ka qabto horumarka baahida qeybta labaad ee 2023, soo kabashada isticmaalkana ay sii taageeri doonto soo kabashada dhexdhexaadka ah ee qiimaha warqadda, taasoo faa'iidada halkii tan u horseedi doonta heer ballaaran.
Waqtiga boostada: Maajo-10-2023
