Izinkampani ezihamba phambili zamaphepha ngokuhlanganyela zinyuse amanani ngoMeyi ukuze "zikhale" izintengo ze-pulp yezinkuni "zitshuza" phezulu nomfula noma ukuqhubeka nokusimama
NgoMeyi, izinkampani eziningi ezihamba phambili zamaphepha zamemezela ukwenyuka kwamanani emikhiqizo yazo yephepha. Phakathi kwazo, i-Sun Paper yenyuse intengo yayo yonke imikhiqizo yokumboza ngama-yuan ayi-100/ton kusukela ngo-May 1. I-Chenming Paper ne-Bohui Paper zizonyusa intengo yemikhiqizo yazo yephepha elinamekiwe ngo-RMB 100/ton kusukela ngoMeyi.
Esimweni sokwehla kwakamuva ngokushesha kwentengo ye-pulp yezinkuni kanye nokutholwa kohlangothi lwesidingo, ngokubona kwabaningi abangaphakathi embonini, lo mzuliswano wokunyuka kwamanani wezinkampani ezihamba phambili zephepha unencazelo enamandla "yokubiza ukwenyuka" .ibhokisi likashokoledi
Umhlaziyi wemboni uhlaziyele intatheli ye-“Securities Daily”: “Ukusebenza kwemboni kuyaqhubeka nokuba ngaphansi kwengcindezi, futhi intengo ye-wood pulp muva nje 'ihlile'. Ngokudlala umdlalo ‘wokukhala phezulu’, kulindeleke ukuthi inzuzo ibuye.”
Umdlalo omile phakathi komfula okhuphukayo kanye nozansi nomkhakha wokwenza amaphepha
Ngekota yokuqala yalo nyaka, imboni yephepha iqhubekile nokuba ngaphansi kwengcindezi kusukela ngo-2022, ikakhulukazi lapho isidingo sokugcina singathuthukisiwe kakhulu. Isikhathi sokuphumula sokulungiswa kanye nezintengo zephepha ziyaqhubeka nokwehla.ibhokisi likashokoledi
Ukusebenza kwezinkampani ezisohlwini lwezinkampani ezingama-23 emkhakheni wokwenza amaphepha wasekhaya we-A-share kwikota yokuqala ngokuvamile kwakungekuhle, futhi kuhlukile esimweni esiphelele somkhakha wokwenza amaphepha ngo-2022 “esikhulise imali engenayo ngaphandle kokukhuphuka kwenzuzo”. Azikho izinkampani ezimbalwa ezine-double downs.
Ngokusho kwedatha evela e-Oriental Fortune Choice, phakathi kwezinkampani ezingu-23, izinkampani ezingu-15 zibonise ukwehla kwemali engenayo yokusebenza engxenyeni yokuqala yalo nyaka uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule; Izinkampani eziyisi-7 zibe nokulahlekelwa kokusebenza.
Kodwa-ke, kusukela ekuqaleni kwalo nyaka, uhlangothi lokuhlinzeka ngezinto ezingavuthiwe, ikakhulukazi embonini ye-pulp nephepha, selube nezinguquko ezinkulu uma kuqhathaniswa nesikhathi esifanayo ngo-2022. Umhlaziyi wezolwazi uZhuo Chuang u-Chang Junting utshele intatheli ye-"Securities Daily" ukuthi 2022, ngenxa yezici eziningi ezifana nezindaba eziqhubekayo ze-supply-side kanye nokuxhumana kwe-pulp nephepha, intengo ye-wood pulp izokhuphuka futhi ihlale iphezulu, okuholela ekwehleni inzuzo yezinkampani zamaphepha. Kodwa-ke, kusukela ngo-2023, izintengo ze-pulp zehle ngokushesha. "Kulindeleke ukuthi ukwehla kwentengo ye-pulp yezinkuni kujule ngoMeyi kulo nyaka." Kusho uChang Junting.ibhokisi lekhekhe
Kulo mongo, umdlalo omile phakathi komfula okhuphukayo kanye nozansi nomfula nawo uyaqhubeka futhi uyadlondlobala. Umhlaziyi we-Zhuo Chuang Information u-Zhang Yan utshele intatheli ye-"Securities Daily": "Imboni yamaphepha e-double offset ihlangabezane nokwehla okukhulu kwamanani e-pulp kanye nokusekelwa kwephepha eliphindwe kabili ngenxa yesidingo esiqinile. Inzuzo yale mboni isiluleme kakhulu. Ngakho-ke, izinkampani zephepha zinenani elihle. Ngomqondo wokuqhubeka nokubuyisela inzuzo, lokhu kuphinde kube wukwesekwa okukhulu kwengqondo kulo mzuliswano wokwenyuka kwamanani ezinkampanini ezihamba phambili zamaphepha.”
Kodwa ngakolunye uhlangothi, imakethe ye-pulp ibuthakathaka, futhi intengo "diving" isobala. Ngakolunye uhlangothi, ukusekelwa kwemakethe kwamanani wephepha kunqunyelwe. Ngakolunye uhlangothi, umdlandla wabadlali abazansi nomfula wokuqoqa imali nawo wehlile. "Abasebenzi abaningi bephepha lamasiko bayabambezela futhi bafuna ukulinda intengo yehle ngaphambi kokuthi bakhuphuke." Kusho uZhang Yan.
Mayelana nalokhu kukhuphuka kwentengo kwezinkampani zamaphepha, imboni ngokuvamile ikholelwa ukuthi kungenzeka "ukufika" kwayo kwangempela kuncane kakhulu, futhi ngokuyinhloko kuwumdlalo phakathi komfula kanye nokwehla komfula. Ngokwezibikezelo zezikhungo eziningi, lesi simo somdlalo wokufa kwemakethe usazoba yindikimba eyinhloko esikhathini esifushane.ibhokisi lekhekhe
Engxenyeni yesibili yonyaka, imboni ingase izuze ukubuyiselwa kwenzuzo
Ngakho, imboni yamaphepha izophuma nini “ebumnyameni”? Ikakhulukazi ngemva kokuthola ukusetshenziswa okunamandla ngesikhathi seholide “lomhla lu-1 kuNhlaba,” ingabe isimo sesidingo setheminali sesibuyile futhi saba ngcono? Imaphi amamaki ephepha kanye nezinkampani ezizoba ngezokuqala ukungenisa ukululama kokusebenza?
Mayelana nalokhu, u-Fan Guiwen, umphathi jikelele we-Kumera (China) Co., Ltd., engxoxweni nentatheli ye-Securities Daily, ukholelwa ukuthi isimo samanje esibonakala sigcwele iziqhumane empeleni silinganiselwe ezifundeni ezilinganiselwe futhi. izimboni, futhi kusenezifunda nezimboni eziningi okungase kuthiwe “ziyachuma kancane kancane”. “Ngenxa yokuchuma kwemboni yezokuvakasha kanye nemboni yezindawo zokulala amahhotela, sizokhula kancane kancane isidingo sokupakishwa kwemikhiqizo yamaphepha ukuze ipheke, ikakhulukazi okupakishwayo njengezinkomishi zephepha nezitsha zephepha.” U-Fan Guiwen ukholelwa ukuthi iphepha lasendlini nezinye izinhlobo zePhepha lokupakisha kufanele kube ezokuqala ezisebenza kangcono emakethe.
Mayelana nephepha elimboziwe, olunye lwezinhlobo zamaphepha izinkampani eziphezulu zamaphepha “ezikhala kakhulu” kulo mzuliswano, abanye abangaphakathi badalule engxoxweni nezintatheli: “Iphepha lezamasiko libe sesizini encane kakhulu kulo nyaka, futhi manje. ngokubuyiselwa okuphelele kwembonini yembukiso yasekhaya, ama-oda ephepha ahlanganisiwe nawo ayanelisa, futhi izinga lenzuzo nalo liye laba ngcono uma liqhathaniswa nesikhathi esidlule.”ibhokisi le-baklava
I-Chenming Paper itshele intatheli ye-"Securities Daily": "Nakuba intengo yephepha lamasiko ibuyele engxenyeni yokuqala, ngenxa yokwehla kwentengo yamakhadibhodi amhlophe, ukusebenza kwezinkampani ze-wood pulp paper kwakusengaphansi kwengcindezi ethile engxenyeni yokuqala. . Kodwa-ke, inkampani Kukholakala ukuthi ukwehla kwamanani entengo yezinto ezingavuthiwe kuzosiza kancane kancane ukuthuthukisa inzuzo yezimboni ezisezansi nomfula.”
Laba bangaphakathi embonini okukhulunywe ngabo ngenhla bakholelwa ukuthi le mboni njengamanje isesimweni sokuphuma phambili. Ngokuncipha kancane kancane kwezingcindezi zezindleko kanye nokululama kancane kancane kwesidingo sabathengi, inzuzo yezinkampani zamaphepha ilindeleke ukuthi ibuyele emuva.
I-Sinolink Securities ithe inethemba lokuthuthuka kwesidingo engxenyeni yesibili ka-2023, futhi ukubuyiswa kokusetshenziswa kuzophinde kusekele ukukhuphuka okumaphakathi kwamanani entengo yamaphepha, kuqhube inzuzo ngethani ibe ububanzi obubanzi.
Isikhathi sokuthumela: May-10-2023
