Shirkadaha waraaqaha ee hormuudka ka ah waxay si wadajir ah u kordhiyeen qiimaha bishii Maajo si ay "ooyaan" qiimaha saxarka alwaax "ku quuso" kor iyo hoosba ama ismariwaaga sii socda.
Bishii Maajo, tiro ka mid ah shirkadaha waraaqaha ee hormuudka ka ah ayaa ku dhawaaqay inay kor u kaceen qiimaha alaabtooda waraaqaha. Waxaa ka mid ah, Warqadda Qorraxdu waxay kordhisay qiimaha dhammaan badeecadaha daahan 100 yuan/ton tan iyo Maajo 1. Waraaqda Chenming iyo Bohui Paper waxay kordhin doonaan qiimaha alaabtooda waraaqaha dahaarka leh RMB 100/ton laga bilaabo Maajo.
Marka la eego hoos u dhaca degdega ah ee dhawaanahan ee qiimaha qashinka alwaax iyo soo kabashada dhinaca baahida, ra'yiga in badan oo ka mid ah warshadaha warshadaha, wareegan qiimaha kor u kaca ee shirkadaha waraaqaha ah ee hogaaminaya waxay leeyihiin macne xooggan oo ah "wicitaanka korodhka" .sanduuqa shukulaatada
Falanqeeyaha warshadaha ayaa u falanqeeyay weriyaha "Securities Daily": "Waxqabadka warshaduhu wuxuu ku sii socdaa cadaadis, iyo qiimaha saxarka alwaax ayaa dhowaan ' quustay'. Ciyaarta ciyaarta hoose ee 'oohinta', waxa kale oo la filayaa in faa'iidada la soo celin doono."
Ciyaarta ismari waaga ah ee udhaxaysa xaga sare iyo kan hoose ee qaybta warqad samaynta
Saddexdii bilood ee hore ee sanadkan, warshadaha waraaqaha ayaa sii waday cadaadiska tan iyo 2022, gaar ahaan marka baahida terminalka aan si weyn loo hagaajin. Wakhtiga dhimista ee dayactirka iyo qiimaha waraaqaha ayaa weli hoos u dhacaya.sanduuqa shukulaatada
Waxqabadka 23-ka shirkadood ee ku taxan qaybta A-share-samaynta waraaqaha ee gudaha rubuci hore guud ahaan wuu xumaaday, kana duwanaa xaaladda guud ee qaybta warqad-samaynta ee 2022 in "dakhliga kordhay iyada oo aan la kordhin faa'iidada". Ma jiraan dhowr shirkadood oo leh laba-laab.
Marka loo eego xogta Oriental Fortune Choice, oo ka mid ah 23-ka shirkadood, 15 shirkadood ayaa muujiyay hoos u dhac ku yimid dakhliga shaqada rubuci hore ee sanadkan marka la barbar dhigo isla muddadaas sannadkii hore; 7 shirkadood ayaa la kulmay khasaarooyin waxqabad.
Si kastaba ha ahaatee, tan iyo bilowgii sanadkan, dhinaca sahayda alaabta ceeriin, gaar ahaan warshadaha saxarka iyo waraaqaha, ayaa soo maray isbedel weyn marka la barbar dhigo isla muddadaas 2022. Zhuo Chuang Information Analyst Chang Junting ayaa u sheegay wariyaha "Securities Daily" in 2022, sababo badan oo kala duwan sida wararka dhinaca sahayda joogtada ah iyo saxarka iyo isku xidhka waraaqaha, qiimaha saxarka alwaax ayaa kor u kici doona oo sii ahaan doona mid sarreeya, taasoo keentay hoos u dhac ku yimaada faa'iidada waraaqaha shirkadaha. Si kastaba ha ahaatee, ilaa 2023, qiimaha saxarka ayaa si degdeg ah hoos u dhacay. "Waxaa la filayaa in hoos u dhaca qiimaha saxarka alwaax uu sii qoto dheeraan karo bisha May ee sanadkan." Chang Junting ayaa yidhi.sanduuqa keega
Xaaladdan oo kale, ciyaarta ismari waaga ah ee u dhaxaysa korka iyo qulqulka warshadaha ayaa sidoo kale sii socda oo sii xoogaysanaya. Falanqeeyaha macluumaadka Zhuo Chuang Zhang Yan ayaa u sheegay wariyaha "Securities Daily": "Warshadaha waraaqaha ee labajibbaaran waxay la kulmeen hoos u dhac ballaaran oo ku yimid qiimaha saxarka iyo taageerada warqadda labanlaabka ah ee loo baahan yahay. Faa'iidada warshadaha ayaa si weyn u soo kabsatay. Sidaa darteed, shirkadaha waraaqaha waxay leeyihiin qiimo wanaagsan. Iyada oo maskaxda lagu sii wado soo celinta faa'iidada, tani sidoo kale waa taageerada maskaxeed ee ugu weyn ee wareegan qiimaha korodhka ah ee shirkadaha waraaqaha ah. "
Laakiin dhinaca kale, suuqa saxarada waa daciif, iyo qiimaha " quusitaanka" waa cad yahay. Dhinaca kale, taageerada suuqa ee qiimaha waraaqaha ayaa xaddidan. Dhanka kale, xamaasadii ciyaartoyda hoose si ay u kaydiyaan ayaa sidoo kale daciiftay. "Qaar badan oo ka mid ah hawl-wadeennada waraaqaha dhaqameed ee hoose ayaa dib u celinaya oo doonaya inay sugaan qiimaha inuu hoos u dhaco ka hor intaysan kaydin." Zhang Yan ayaa yidhi.
Marka la eego wareeggan qiimaha korodhka ah ee shirkadaha waraaqaha ah, warshaduhu guud ahaan waxay aaminsan yihiin in suurtagalnimada "soo degisteeda" dhabta ah ay yar tahay, inta badanna waa ciyaar u dhaxaysa korka iyo hoose. Marka loo eego saadaasha hay'ado badan, xaaladan suuqa ismari waaga ciyaarta ayaa wali noqon doonta mawduuca ugu muhiimsan ee mudada gaaban.sanduuqa keega
Qeybta labaad ee sanadka, warshadaha ayaa laga yaabaa inay gaaraan dib u soo celinta faa'iidada
Haddaba, goorma ayay warshadaha waraaquhu ka bixi doonaan " mugdiga"? Gaar ahaan ka dib markii aad la kulantay isticmaalka korodhka ah inta lagu jiro fasaxa "1-da May", xaaladda baahida terminal miyay soo kabsatay oo soo hagaagtay? Waa kuwee darajooyinka waraaqaha iyo shirkadaha noqon doona kuwa ugu horreeya ee keena soo kabashada waxqabadka?
Marka la eego, Fan Guiwen, maareeyaha guud ee Kumera (Shiinaha) Co., Ltd., wareysi uu siiyay wariye ka socda Securities Daily, wuxuu aaminsan yahay in xaaladda hadda jirta ee u muuqata inay ka buuxdo rashka ay dhab ahaantii ku kooban tahay gobollada xaddidan iyo warshadaha, waxaana weli jira gobollo iyo warshado badan oo kaliya oo la odhan karo waa "barwaaqo tartiib tartiib ah". "Marka la eego barwaaqada warshadaha dalxiiska iyo warshadaha hoyga hoteelka, baahida loo qabo baakadaha alaabta waraaqaha ee cuntada, gaar ahaan baakadaha cuntada sida koobabka waraaqaha iyo waraaqaha waraaqaha, ayaa si tartiib tartiib ah u kordhin doona." Fan Guiwen waxa uu aaminsan yahay in warqadaha guriga iyo qaar ka mid ah noocyada baakadaha Warqaddu ay tahay in ay noqdaan kuwa ugu horreeya ee leh wax-qabad wanaagsan oo suuqa ah.
Sida warqadaha dahaarka leh, mid ka mid ah noocyada waraaqaha ee shirkadaha ugu sarreeya ee warqadaha ay "ooyayaan" wareeggan, qaar ka mid ah dadka u dhuun daloola ayaa shaaca ka qaaday wareysi ay la yeesheen suxufiyiinta: "Waraqadaha dhaqameedku waxay ku jireen xilli yar oo yar sanadkan, iyo hadda iyada oo dib u soo kabashada dhamaystiran ee warshadaha bandhigga gudaha, Amarka waraaqaha la daboolay ayaa sidoo kale ku qanacsan, heerka faa'iidada ayaa sidoo kale soo hagaagtay marka la barbardhigo xilligii hore.”sanduuqa baklava
Chenming Paper ayaa u sheegay wariyaha "Securities Daily": "In kasta oo qiimaha waraaqaha dhaqameed uu soo kabsaday rubuci hore, sababtoo ah hoos u dhaca qiimaha kartoonada cad, waxqabadka shirkadaha xaashida alwaax ayaa weli 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 kaca ay gacan ka geysan doonto si tartiib tartiib ah kor loogu qaado faa'iidada warshadaha hoose."
Dadka u dhuun daloola warshadaha ee aan kor ku soo xusnay ayaa sidoo kale aaminsan in warshadu ay hadda ku jirto xaalad hoos u dhac ah. Iyada oo si tartiib tartiib ah loo yareeyo cadaadiska kharashka iyo soo kabashada tartiib tartiib ah ee baahida macaamiisha, faa'iidada shirkadaha waraaqaha ayaa la filayaa inay soo kabtaan.
Sinolink Securities waxay sheegtay inay rajo ka qabto horumarinta baahida qaybta labaad ee 2023, iyo soo kabashada isticmaalku waxay sii taageeri doontaa kor u kaca kor u kaca ee qiimaha waraaqaha, taasoo u horseedaysa faa'iidada tan tan oo ballaadhan.
Waqtiga boostada: Meey-10-2023
