“Izindleko eziphakeme kanye nesidingo esiphansi” sonyaka odlule embonini yephepha kwabeka ingcindezi ekusebenzeni kahle
Kusukela ngonyaka odlule, imboni yephepha ibilokhu ingaphansi kwezingcindezi eziningi ezifana “nokuncipha kwesidingo, ukushaqeka kokunikezwa, kanye nokubuthakathaka kokulindela”. Izici ezifana nokwenyuka kwezinto zokusetshenziswa ezingavuthiwe nezisizayo kanye namanani amandla kuye kwanyusa izindleko, okwaholela ekwehleni okukhulu kwezinzuzo zomnotho zemboni.
Ngokwezibalo ze-Oriental Fortune Choice, kusukela ngomhlaka-24 Ephreli, izinkampani ezingu-16 kwezingu-22 zasekhaya ezenza amaphepha ezisohlwini lwe-A-share ziveze imibiko yazo yonyaka ka-2022. Nakuba izinkampani ezingu-12 zifinyelele ukukhula konyaka nonyaka kwemali engenayo yokusebenza ngonyaka odlule, izinkampani ezi-5 kuphela ezandise inzuzo yazo ephelele ngonyaka odlule. , kanti ezinye ezingu-11 ezisele zibhekane nokwehla kwamazinga ahlukahlukene. "Ukwanda kwemali engenayo kunzima ukwandisa inzuzo" sekuwumfanekiso wemboni yamaphepha ngo-2022.ibhokisi likashokoledi
Ukungena ku-2023, "iziqhumane" zizochuma kakhulu. Kodwa-ke, ingcindezi ebhekene nemboni yephepha isekhona, futhi kunzima nakakhulu ukusebenzisa izinhlobo eziningi zephepha, ikakhulukazi iphepha lokupakisha njengebhodi lebhokisi, i-corrugated, ikhadi elimhlophe, kanye nebhodi elimhlophe, kanti isikhathi sokuphumula sibuthakathaka nakakhulu. Imboni yephepha izoletha nini ukusa?
Imboni ithuthukise amakhono ayo angaphakathi
Uma sikhuluma ngesimo sangaphakathi nesangaphandle esibhekene nemboni yephepha ngo-2022, izinkampani nabahlaziyi bafinyelele esivumelwaneni: Kunzima! Ubunzima buseqinisweni lokuthi amanani e-pulp yokhuni ekugcineni kwezindleko asemazingeni aphezulu ngokomlando, futhi kunzima ukuphakamisa amanani ngenxa yesidingo esihamba kancane, "zombili izinhlangothi ziyacindezelwa". I-Sun Paper yathi embikweni wonyaka wenkampani ukuthi u-2022 uzoba unyaka onzima kakhulu embonini yephepha yezwe lami kusukela enkingeni yezezimali yomhlaba wonke ngo-2008.ibhokisi likashokoledi
Naphezu kobunzima obunjalo, ngonyaka odlule, ngemizamo engapheli, yonke imboni yephepha inqobe izici eziningi ezingezinhle ezishiwo ngenhla, yathola ukwanda okuqhubekayo nokuncane komkhiqizo, futhi yaqinisekisa ukutholakala kwemikhiqizo yephepha emakethe.
Ngokusho kwedatha ekhishwe yi-National Bureau of Statistics, i-General Administration of Customs kanye ne-China Paper Association, ngo-2022, umkhiqizo kazwelonke wephepha nekhadibhodi uzoba amathani ayizigidi ezingu-124, kanti imali engenayo yokusebenza yamabhizinisi emikhiqizo yephepha nephepha engaphezu kosayizi oqokiwe izoba yi-1.52 trillion yuan, ukwanda konyaka nonyaka okungu-0.4%. Ama-yuan ayizigidigidi ezingu-62.11, ukwehla konyaka nonyaka okungu-29.8%.ibhokisi le-baklava
"Isikhathi sokwehla kwemboni" siphinde sibe yisikhathi esibalulekile sokuguqulwa nokuthuthukiswa, isikhathi sokuhlanganiswa esisheshisa ukususwa kwamandla okukhiqiza aphelelwe yisikhathi futhi sigxile ekulungisweni kwemboni. Ngokusho kombiko wonyaka, ngonyaka odlule, izinkampani eziningana ezisohlwini ziye zafakwa ohlwini."ukuqinisa amakhono abo angaphakathi"mayelana namasu abo amisiwe okuthuthukisa ukuncintisana kwabo okuyinhloko.
Isiqondiso esibaluleke kakhulu ukusheshisa ukuthunyelwa kwezinkampani eziphambili zephepha ukuze “zihlanganise amahlathi, ubumba kanye nephepha” ukuze zibe nekhono lokulungisa ukuguquguquka kwemboni.
Phakathi kwazo, ngesikhathi sokubika, i-Sun Paper yaqala ukusebenzisa iphrojekthi entsha yokuhlanganisa amahlathi nama-pulp-paper eNanning, eGuangxi, okwenza "izisekelo ezintathu ezinkulu" zenkampani eShandong, eGuangxi, naseLaos zikwazi ukufeza intuthuko ehlelekile esezingeni eliphezulu futhi zigcwalise ukwakheka kwendawo okunesu. Ukushiyeka embonini kuvumele inkampani ukuthi ime ngempumelelo ezingeni elisha ngomthamo wokukhiqiza i-pulp nephepha ophelele ongamathani angaphezu kwezigidi eziyi-10, okuvule isikhala esibanzi sokukhula kwenkampani; i-Chenming Paper, okwamanje enekhono lokukhiqiza i-pulp nephepha elingaphezu kwamathani ayizigidi eziyi-11, ifinyelele ukuzimela ngokuqinisekisa ukuzimela. "Ikhwalithi nenani" lokuhlinzekwa kwe-pulp, okunezelwa isu lokuthenga eliguquguqukayo, kwahlanganisa inzuzo yezindleko zezinto zokusetshenziswa; ngesikhathi sokubika, iphrojekthi yokuguqulwa kobuchwepheshe be-pulp ye-bamboo yamakhemikhali ye-Yibin Paper yaqedwa ngokuphelele futhi yaqala ukusebenza, futhi ukukhiqizwa kwe-pulp yamakhemikhali yonyaka kwanda ngempumelelo.ibhokisi le-baklava
Ukuncipha kwesidingo sasekhaya kanye nokukhula okumangalisayo kokuhweba kwamanye amazwe nakho kwakuyisici esiphawulekayo embonini yephepha ngonyaka odlule. Idatha ibonisa ukuthi ngo-2022, imboni yephepha izothumela kwamanye amazwe amathani ayizigidi ezingu-13.1 emikhiqizo ye-pulp, iphepha kanye nephepha, ukwanda konyaka nonyaka okungu-40%; inani lokuthumela kwamanye amazwe lizoba yizigidigidi ezingama-32.05 zamaRandi aseMelika, ukwanda konyaka nonyaka okungu-32.4%. Phakathi kwezinkampani ezibalwe ohlwini, ukusebenza okuvelele kakhulu yiChenming Paper. Imali engenayo yokuthengisa yenkampani ezimakethe zaphesheya ngo-2022 izodlula ama-yuan ayizigidigidi eziyi-8, ukwanda konyaka nonyaka okungu-97.39%, okudlula kakhulu izinga lemboni futhi kufinyelela phezulu kakhulu. Umuntu ofanele ophethe inkampani utshele intatheli ye-"Securities Daily" ukuthi ngakolunye uhlangothi, izuze endaweni yangaphandle, kanti ngakolunye uhlangothi, izuze futhi ekuhlelweni kwesu lenkampani kwamanye amazwe eminyakeni yamuva. Njengamanje, inkampani yakha inethiwekhi yokuthengisa yomhlaba wonke ekuqaleni.
Ukubuyiselwa kwenzuzo embonini kuzokwenzeka kancane kancane
Njengoba singena ngo-2023, isimo semboni yephepha asikathuthuki, futhi yize izinhlobo ezahlukene zephepha zibhekene nezimo ezahlukene emakethe engezansi, iyonke, ingcindezi ayikancishiswa. Isibonelo, imboni yephepha lokupakisha njengebhokisi lebhokisi kanye ne-corrugated isangene enkingeni yesikhathi eside kwikota yokuqala. Isikhathi sokungasebenzi, inkinga yokwehla kwentengo okuqhubekayo.
Ngesikhathi sengxoxo, abahlaziyi bemboni yephepha abaningi abavela ku-Zhuo Chuang Information bethule izintatheli ukuthi kwikota yokuqala yalo nyaka, ukunikezwa kwemakethe yekhadibhodi elimhlophe kukhuphuke ngokuphelele, isidingo besiphansi kunalokho obekulindelwe, futhi intengo yayingaphansi kwengcindezi. Kwikota yesibili, imakethe izongena esikhathini sokusetshenziswa kwemboni. Kulindeleke ukuthi imakethe izoqala. Isikhungo samandla adonsela phansi sisenokwehla; imakethe yephepha elihlanganisiwe yayibuthakathaka kwikota yokuqala, futhi ukuphikisana phakathi kokunikezwa nesidingo kwakuvelele. Ngokumelene nokwenyuka kwenani lephepha elingenisiwe, amanani ephepha ayengaphansi kwengcindezi. Kwikota yesibili, imboni yephepha elihlanganisiwe yayisesesikhathini sokusetshenziswa sendabuko.
“Engxenyeni yokuqala yephepha lamasiko, iphepha elinamathela kabili libonise ukuthuthuka okukhulu, ikakhulukazi ngenxa yokwehla okukhulu kwezindleko ze-pulp, kanye nokusekelwa kwesizini ephezulu yesidingo, isikhungo semakethe samandla adonsela phansi sasinamandla futhi sishintshashintsha nezinye izici, kodwa ukusebenza kwezinhlelo zomphakathi kwakuphakathi nendawo, kanti isikhungo sentengo samandla adonsela phansi kwingxenye yesibili Kungase kube nokukhululeka okuncane.” Umhlaziyi wolwazi weZhuo Chuang uZhang Yan utshele intatheli ye-“Securities Daily”.
Ngokwesimo sezinkampani ezisohlwini ezidalule imibiko yazo yokuqala yekota ka-2023, ukuqhubeka kobunzima bemboni kwikota yokuqala kunciphise kakhulu inzuzo yenkampani. Isibonelo, iBohui Paper, umholi webhodi elimhlophe, ilahlekelwe yi-yuan eyizigidi ezingu-497 enzuzweni eseleyo kwikota yokuqala yalo nyaka, ukwehla ngo-375.22% kusukela esikhathini esifanayo ngo-2022; iQifeng New Materials nayo ilahlekelwe yi-yuan eyizigidi ezingu-1.832 enzuzweni ehlanzekile kwikota yokuqala, ukwehla konyaka nonyaka ngo-108.91%..ibhokisi lekhekhe
Kulokhu, isizathu esinikezwe yimboni kanye nenkampani kuseyisidingo esibuthakathaka kanye nokuphikisana okwandayo phakathi kokunikezwa kanye nesidingo. Njengoba iholide "likaMeyi 1" lisondela, "umlilo" emakethe uya uqina, kodwa kungani kungekho shintsho embonini yephepha?
UFan Guiwen, umphathi jikelele weKumera (China) Co., Ltd., utshele intatheli ye-"Securities Daily" ukuthi "iziqhumane" "ezishisayo" kwabezindaba empeleni zikhawulelwe ezifundeni nasezimbonini ezilinganiselwe. "Imboni kufanele isasesigabeni sokugaya impahla ezandleni zabathengisi. Kulindeleke ukuthi ngemva kweholide likaMeyi, kufanele kube nesidingo sama-oda engeziwe." kusho uFan Guiwen.
Kodwa-ke, izinkampani eziningi zisenethemba ngentuthuko yesikhathi eside yale mboni. I-Sun Paper ithe umnotho wezwe lami okwamanje uyalulama ngendlela ephelele. Njengemboni ebalulekile yezinto zokusetshenziswa eziyisisekelo, imboni yephepha kulindeleke ukuthi ilethe ukukhula okuzinzile okubangelwa ukubuyiselwa (ukubuyiselwa) kwesidingo sonke.
Ngokusho kokuhlaziywa kweSouthwest Securities, isidingo sokugcina somkhakha wokwenza amaphepha kulindeleke ukuthi sikhule ngaphansi kokulindela ukubuyiselwa kokusetshenziswa, okuzonyusa intengo yephepha, kuyilapho ukulindela ukwehla kwentengo ye-pulp kuzokhula kancane kancane.
Isikhathi sokuthunyelwe: Meyi-03-2023
