Izinkampani ezihamba phambili zephepha ziphakamise amanani ngokuhlanganyela ngoMeyi ukuze “zikhale” ngamanani ezinkuni “ezicwila” enyuka naphansi noma ziqhubeke nokungasimami.
NgoMeyi, izinkampani eziningi ezihamba phambili zephepha zamemezela ukwenyuka kwentengo yemikhiqizo yazo yephepha. Phakathi kwazo, i-Sun Paper inyuse intengo yayo yonke imikhiqizo yokumboza ngama-yuan ayi-100/ton kusukela ngoMeyi 1. I-Chenming Paper kanye ne-Bohui Paper zizonyusa intengo yemikhiqizo yazo yephepha embozwe ngama-RMB ayi-100/ton kusukela ngoMeyi.
Ngomongo wokwehla okusheshayo kwentengo yezinkuni kanye nokubuyiselwa kohlangothi lokufunwa, ngokombono wabaningi abangaphakathi embonini, lo mjikelezo wokwenyuka kwentengo yizinkampani zephepha ezihamba phambili unencazelo eqinile "yokubiza ukwenyuka".ibhokisi likashokoledi
Umhlaziyi wemboni uhlaziye intatheli ye-"Securities Daily": "Ukusebenza kwemboni kuyaqhubeka nokuba ngaphansi kwengcindezi, futhi intengo ye-pulp yokhuni muva nje 'yehlile'. Ngokudlala umdlalo 'wokukhala' phansi, kulindeleke nokuthi inzuzo izobuyiselwa."
Umdlalo oqinile phakathi komkhakha wokwenza amaphepha ohamba phambili nowaphansi
Kwikota yokuqala yalo nyaka, imboni yephepha iqhubekile nokuba ngaphansi kwengcindezi kusukela ngo-2022, ikakhulukazi lapho isidingo sokugcina singakathuthukiswa kakhulu. Isikhathi sokungasebenzi sokulungisa kanye namanani ephepha siyaqhubeka nokwehla.ibhokisi likashokoledi
Ukusebenza kwezinkampani ezingu-23 ezisohlwini emkhakheni wokwenza amaphepha wasekhaya we-A-share kwikota yokuqala ngokuvamile bekukubi, futhi kuhlukile esimweni sonke somkhakha wokwenza amaphepha ngo-2022 "esandise imali engenayo ngaphandle kokukhulisa inzuzo". Azikho izinkampani ezimbalwa ezine-double downs.
Ngokusho kwedatha evela ku-Oriental Fortune Choice, phakathi kwezinkampani ezingu-23, izinkampani ezingu-15 zibonise ukwehla kwemali engenayo yokusebenza kwikota yokuqala yalo nyaka uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule; izinkampani ezingu-7 zilahlekelwe ukusebenza kahle.
Kodwa-ke, kusukela ekuqaleni kwalo nyaka, uhlangothi lokuhlinzekwa kwezinto zokusetshenziswa, ikakhulukazi embonini ye-pulp kanye nephepha, luye lwashintsha kakhulu uma kuqhathaniswa nesikhathi esifanayo ngo-2022. Umhlaziyi wolwazi weZhuo Chuang uChang Junting utshele intatheli ye-"Securities Daily" ukuthi ngo-2022, ngenxa yezici eziningi ezifana nezindaba eziqhubekayo zokunikezwa kanye nokuxhumana kwe-pulp kanye nephepha, intengo ye-pulp yokhuni izokhuphuka futhi ihlale iphezulu, okuholela ekwehleni kwenzuzo yezinkampani zephepha. Kodwa-ke, kusukela ngo-2023, amanani e-pulp ehlile ngokushesha. "Kulindeleke ukuthi ukwehla kwentengo ye-pulp yokhuni kungase kukhule ngoMeyi kulo nyaka." kusho uChang Junting.ibhokisi lekhekhe
Kulesi simo, umdlalo wokungaguquguquki phakathi kwemboni ephezulu nephansi nayo iyaqhubeka futhi iyaqina. Umhlaziyi wolwazi weZhuo Chuang uZhang Yan utshele intatheli ye-"Securities Daily" ukuthi: "Imboni yephepha eliphindwe kabili ibhekane nokwehla okukhulu kwamanani e-pulp kanye nokusekelwa kwephepha eliphindwe kabili ngenxa yesidingo esiqinile. Inzuzo yemboni ibuyile kakhulu. Ngakho-ke, izinkampani zephepha zinentengo enhle. Ngomqondo wokuqhubeka nokubuyisela inzuzo, lokhu futhi kuyindlela eyinhloko yokusekela ingqondo yalo mjikelezo wokwenyuka kwentengo yizinkampani zephepha ezihamba phambili."
Kodwa ngakolunye uhlangothi, imakethe ye-pulp ibuthakathaka, futhi intengo "yokuntywila" isobala. Ngakolunye uhlangothi, ukwesekwa kwemakethe kwamanani ephepha kulinganiselwe. Ngakolunye uhlangothi, intshiseko yabadlali abasezansi yokuqoqa imali nayo iye yehla. "Abaningi abasebenza ephepheni lamasiko abasezansi bayabamba futhi bafuna ukulinda intengo yehle ngaphambi kokuqoqa imali." kusho uZhang Yan.
Ngokuphathelene nalokhu kukhuphuka kwentengo yizinkampani zephepha, imboni ngokuvamile ikholelwa ukuthi amathuba "okufika" kwayo kwangempela mancane kakhulu, futhi ikakhulukazi umdlalo phakathi kokunyuka nokwehla. Ngokusho kwezibikezelo zezikhungo eziningi, lesi simo somdlalo wokungami kahle kwemakethe sizoba yisihloko esiyinhloko esikhathini esifushane.ibhokisi lekhekhe
Engxenyeni yesibili yonyaka, imboni ingase ithole ukubuyiselwa kwenzuzo
Ngakho-ke, imboni yephepha izophuma nini “ebumnyameni”? Ikakhulukazi ngemva kokubhekana nokusetshenziswa okukhulayo ngesikhathi seholide “likaMeyi 1”, ingabe isimo sokufunwa kwempahla ekugcineni sesiphinde sathuthuka futhi sathuthuka? Yiziphi izinhlobo zephepha kanye nezinkampani ezizoba ezokuqala ukuletha ukubuyiselwa kokusebenza?
Kulokhu, uFan Guiwen, umphathi jikelele weKumera (China) Co., Ltd., engxoxweni nentatheli evela kwiSecurities Daily, ukholelwa ukuthi isimo samanje esibonakala sigcwele iziqhumane empeleni sinqunyelwe ezifundeni nasezimbonini ezilinganiselwe, futhi kusenezifunda nezimboni eziningi okungathiwa kuphela “zichuma kancane kancane”. “Ngokuchuma kwemboni yezokuvakasha kanye nemboni yezindawo zokuhlala zamahhotela, isidingo semikhiqizo yephepha lokupakisha yokupheka, ikakhulukazi ukupakisha ukudla njengezinkomishi zephepha nezitsha zephepha, sizokhula kancane kancane.” UFan Guiwen ukholelwa ukuthi iphepha lasekhaya kanye nezinye izinhlobo zePhepha lokupakisha kufanele kube yizo zokuqala ukuba nokusebenza okungcono kwemakethe.
Ngokuphathelene nephepha elimboziwe, olunye lwezinhlobo zephepha izinkampani zephepha eziphezulu “ezikhalayo” kulo mjikelezo, abanye abangaphakathi baveze engxoxweni nezintatheli: “Iphepha lamasiko libe sesizini encane kakhulu kulo nyaka, futhi manje ngokululama okuphelele kwemboni yemibukiso yasekhaya, ama-oda ephepha elimboziwe nawo ayanelisa, futhi izinga lenzuzo nalo lithuthukile uma kuqhathaniswa nesikhathi esedlule."ibhokisi le-baklava
I-Chenming Paper itshele intatheli ye-"Securities Daily" ukuthi: "Nakuba intengo yephepha lamasiko ibuyele esimweni sayo sokuqala, ngenxa yokwehla kwentengo yekhadibhodi elimhlophe, ukusebenza kwezinkampani zephepha lezinkuni bekusengaphansi kwengcindezi ethile kwikota yokuqala. Kodwa-ke, inkampani ikholelwa ukuthi ukwehla kwamanani ezinto zokusetshenziswa ezikhuphukayo kuzosiza kancane kancane ukuthuthukisa inzuzo yezimboni ezikhuphukayo."
Abantu abangaphakathi embonini okukhulunywe ngabo ngenhla nabo bakholelwa ukuthi imboni okwamanje isesimweni sokwehla kancane kancane. Njengoba ukucindezelwa kwezindleko kuncishiswa kancane kancane kanye nokubuya kancane kancane kwesidingo sabathengi, inzuzo yezinkampani zephepha kulindeleke ukuthi ibuyele esimweni sayo.
I-Sinolink Securities ithe inethemba ngokuthuthuka kwesidingo engxenyeni yesibili ka-2023, futhi ukubuyiselwa kokusetshenziswa kuzosekela kakhulu ukubuyiselwa okuphakathi kwamanani ephepha, okuqhuba inzuzo ngethani ibe uhla olukhulayo.
Isikhathi sokuthunyelwe: Meyi-10-2023
