Kusukela ngonyaka odlule, imboni yamaphepha ibingaphansi kwengcindezi eminingi efana "nokuncipha kwesidingo, ukushaqeka kokuhlinzeka, kanye nokunciphisa okulindelekile". Izinto ezinjengokwenyuka kwezimpahla ezingavuthiwe neziyisizayo kanye nezintengo zamandla zikhuphule izindleko, okubangele ukwehla okukhulu kwezinzuzo zezomnotho zemboni.
Ngokwezibalo ze-Oriental Fortune Choice, kusukela ngomhlaka-24 Ephreli, izinkampani eziyi-16 kwezingu-22 ezisohlwini lwe-A-share ezisohlwini lwe-A zidalule imibiko yazo yonyaka ka-2022. Nakuba izinkampani ezingu-12 zazuza ukukhula konyaka nonyaka emalini engenayo yokusebenza ngonyaka odlule, yizinkampani ezi-5 kuphela ezengeze inzuzo yazo yonke ngonyaka odlule. , futhi abangu-11 abasele bathole ukwehla kwamazinga ahlukahlukene. "Ukukhulisa imali engenayo kunzima ukukhulisa inzuzo" sekuyisithombe semboni yamaphepha ngo-2022.ibhokisi likashokoledi
Uma singena ngo-2023, "iziqhumane" zizophumelela kakhulu. Kodwa-ke, ingcindezi ebhekene nemboni yamaphepha isekhona, futhi kunzima nakakhulu ukusebenzisa izinhlobo eziningi zamaphepha, ikakhulukazi amaphepha okupakisha njengebhokisi lebhokisi, uthayela, ikhadi elimhlophe, nebhodi elimhlophe, futhi isizini engasebenzi iyancipha nakakhulu. Imboni yamaphepha izokwethula nini ukusa?
Imboni yacija amakhono ayo angaphakathi
Sikhuluma ngendawo yangaphakathi nengaphandle ebhekene nemboni yephepha ngo-2022, izinkampani nabahlaziyi bafinyelele ukuvumelana: Kunzima! Ubunzima bukhona eqinisweni lokuthi amanani entengo ye-pulp yokhuni ekupheleni kwezindleko asemazingeni aphezulu ngokomlando, futhi kunzima ukunyusa amanani ngenxa yesidingo esivilaphayo esingaphansi komfula, "zombili iziphetho ziyampintsha". I-Sun Paper ibike embikweni waminyaka yonke wale nkampani ukuthi u-2022 kuzoba unyaka onzima kakhulu embonini yephepha yezwe lami kusukela kwaba nenkinga yezimali emhlabeni wonke ngo-2008.
Naphezu kobunzima obunjalo, onyakeni odlule, ngemizamo engapheli, yonke imboni yephepha inqobe lezi zici eziningi ezingezinhle ezibalwe ngenhla, yazuza ukukhula okuzinzile nokuncane kokuphumayo, futhi yaqinisekisa ukutholakala kwemakethe kwemikhiqizo yamaphepha.
Ngokwemininingwane ekhishwe yiNational Bureau of Statistics, iGeneral Administration of Customs kanye neChina Paper Association, ngo-2022, ukuphuma kuzwelonke kwephepha nekhadibhodi kuzoba amathani ayizigidi eziyi-124, kanye nemali engenayo yokusebenza kwamabhizinisi wephepha nemikhiqizo yephepha ngaphezulu aqokiwe. usayizi uzoba ngu-1.52 trillion yuan, okuwukukhuphuka konyaka ngo-0.4%. Ama-yuan ayizigidi eziyizinkulungwane ezingama-62.11, ukwehla konyaka nonyaka ngama-29.8%.izinsuku ibhokisi
“Isikhathi sokwenza umsebenzi embonini” siphinde sibe yisikhathi esibalulekile soshintsho nokuthuthukiswa, isikhathi sokuhlanganisa esisheshisa ukusulwa kwamandla okukhiqiza aphelelwe yisikhathi futhi sigxilise ukulungiswa kwemboni. Ngokombiko waminyaka yonke, onyakeni odlule, ziningi izinkampani ezisohlwini ezike zaba khona“ukuqinisa amakhono abo angaphakathi”mayelana namasu abo amisiwe okuthuthukisa ukuncintisana kwawo okubalulekile.
Umkhombandlela obaluleke kakhulu uwukusheshisa ukuthunyelwa kwezinkampani zamaphepha ezihamba phambili ukuze “zihlanganise amahlathi, i-pulp kanye nephepha” ukuze zibe nekhono lokulungisa ukuguquguquka komjikelezo wemboni.
Phakathi kwazo, ngesikhathi sokubika, i-Sun Paper yaqala ukutshala iphrojekthi entsha yokuhlanganisa amahlathi nephepha e-Nanning, e-Guangxi, eyenza "izisekelo ezintathu ezinkulu" zenkampani eShandong, Guangxi, naseLaos zifinyelele intuthuko edidiyelwe yekhwalithi ephezulu kanye kuhambisana nesakhiwo sendawo yamasu Ukushiyeka embonini kuvumele inkampani ukuthi ime ngempumelelo ezingeni elisha ngenani eliphelele lokukhiqiza amaphepha kanye nephepha elingaphezu kwezigidi eziyi-10. amathani, okuvule igumbi elibanzi lokukhula kwenkampani; I-Chenming Paper, njengamanje enamandla okukhiqiza i-pulp kanye nephepha engaphezu kwamathani ayizigidi eziyi-11, izuze ukuzimela ngokuqinisekisa ukwanelisa “Ikhwalithi kanye nenani” lokutholakala kwe-pulp, kulekelelwa isu lokuthenga eliguquguqukayo, lihlanganise inzuzo yezindleko Ama-Raw material; phakathi nenkathi yokubika, iphrojekthi yokuguqulwa kwamakhemikhali e-bamboo pulp ye-Yibin Paper yaqedwa ngokuphelele futhi yaqala ukusebenza, futhi ukukhiqizwa kwamakhemikhali amakhemikhali onyaka kwanda ngempumelelo.ibhokisi likagwayi elivamile
Ukuncipha kwesidingo sakuleli kanye nokukhula okumangalisayo kohwebo lwangaphandle nakho kwaba yisici esiphawulekayo semboni yephepha ngonyaka odlule. Idatha ibonisa ukuthi ngo-2022, imboni yephepha izothumela ngaphandle amathani ayizigidi ezingu-13.1 we-pulp, amaphepha kanye nemikhiqizo yephepha, ukunyuka konyaka ngama-40%; inani lokuthunyelwa kwempahla kwamanye amazwe lizoba ngama-dollar ayizigidi eziyizinkulungwane ezingama-32.05, okuwukukhula konyaka nonyaka ngama-32.4%. Phakathi kwezinkampani ezisohlwini, ukusebenza okuvelele kakhulu yi-Chenming Paper. Imali engenayo yokuthengisa yenkampani ezimakethe zaphesheya kwezilwandle ngo-2022 izodlula ama-yuan ayizigidi eziyizinkulungwane eziyisishiyagalombili, okuwukunyuka konyaka ngonyaka ngama-97.39%, okudlula kude izinga lezimboni futhi ifinyelela irekhodi eliphezulu. Umuntu othintekayo ophethe le nkampani utshele intatheli ye-“Securities Daily” ukuthi ngakolunye uhlangothi, ihlomule endaweni yangaphandle, kanti ngakolunye uhlangothi, iphinde yahlomula ekuhlelweni kwamasu enkampani phesheya kwezilwandle eminyakeni edlule. Njengamanje, inkampani iqale yakha inethiwekhi yokuthengisa yomhlaba wonke.
Ukubuyiswa kwenzuzo yemboni kuzobonakala kancane kancane
Ukungena ku-2023, isimo semboni yamaphepha asizange sithuthuke, futhi nakuba izinhlobo ezahlukene zamaphepha zibhekana nezimo ezihlukene emakethe ephansi, jikelele, ukucindezela akuzange kuncishiswe. Isibonelo, imboni yamaphepha okupakisha efana ne-boxboard kanye ne-corrugated isawela enkingeni yesikhathi eside kwikota yokuqala. Isikhathi sokuphumula, inkinga yokwehla kwentengo okuqhubekayo.
Phakathi nenhlolokhono, abahlaziyi abaningi bemboni yephepha abavela kuZhuo Chuang Information bethula izintatheli ukuthi engxenyeni yokuqala yalo nyaka, ukunikezwa kwemakethe yamakhadibhodi amhlophe kukhuphuke ngokuphelele, isidingo sasiphansi kunalokho obekulindelwe, futhi intengo yayingaphansi kwengcindezi. . Esigabeni sesibili, imakethe izongena esikhathini esingekho sokusetshenziswa kwemboni. Kulindeleke ukuthi intando yemakethe imakethe yamaphepha enziwe uthayela yayibuthakathaka engxenyeni yokuqala, futhi ukungqubuzana phakathi kokunikezwa nokufunwa kwakugqama. Ngokumelene nesizinda sokwenyuka komthamo wamaphepha athengwa kwamanye amazwe, amanani entengo yamaphepha abengaphansi kwengcindezi. Ngekota yesibili, imboni yamaphepha kathayela yayisesesikhathini esijwayelekile sokungasebenzi kwesizini ukuze asetshenziswe. .
“Ekoteni yokuqala yephepha lamasiko, iphepha elinamathelisa kabili libonise ukuthuthuka okuphawulekayo, ikakhulukazi ngenxa yokwehla okukhulu kwezindleko ze-pulp, kanye nokusekelwa kwenkathi ephakeme yesidingo, isikhungo semakethe sokudonsela phansi sasinamandla futhi siguquguquka kanye nezinye izici. , kodwa ukusebenza kwezimiso zomphakathi kwakumaphakathi, futhi isikhungo samanani adonsela phansi engxenyeni yesibili kungase kube nokuxega kancane.” Umhlaziyi we-Zhuo Chuang Information uZhang Yan utshele intatheli ye-"Securities Daily".
Ngokwesimo sezinkampani ezisohlwini ezidalule imibiko yazo yokuqala yekota ka-2023, ukuqhubeka kobunzima obuphelele bemboni kwikota yokuqala kuqhubekisele phambili ukucindezela imingcele yenzuzo yenkampani. Isibonelo, i-Bohui Paper, umholi wephepha lebhodi elimhlophe, ilahlekelwe yi-497 million yuan ngenzuzo yengqikithi engxenyeni yokuqala yalo nyaka, ukwehla kwe-375.22% kusukela esikhathini esifanayo ngo-2022; I-Qifeng New Materials iphinde yalahlekelwa ngama-yuan ayizigidi ezingu-1.832 kwinzuzo yonke ngekota yokuqala, ukwehla konyaka nonyaka ngo-108.91%.preroll king size box
Mayelana nalokhu, isizathu esinikezwe imboni kanye nenkampani kuseyisidingo esibuthakathaka kanye nokungqubuzana okwandayo phakathi kokuhlinzeka nokufunwa. Njengoba iholidi elithi "May 1st" lisondela, "iziqhumane" emakethe ziba namandla, kodwa kungani kungazange kube khona ushintsho embonini yamaphepha?
U-Fan Guiwen, umphathi jikelele we-Kumera (China) Co., Ltd., utshele intatheli ye-"Securities Daily" ukuthi "iziqhumane" ezishisayo kwabezindaba empeleni zilinganiselwe ezifundeni nezimboni ezilinganiselwe. kancane kancane achuma.” “Imboni kusamele ibe sesigabeni sokugaya i-inventory ezandleni zabadayisi. Kulindeleke ukuthi ngemva kweholide likaMeyi, kube nesidingo sama-oda engeziwe.” Kusho uFan Guiwen.
Kodwa-ke, izinkampani eziningi zisenethemba ngentuthuko yesikhathi eside yemboni. I-Sun Paper ithe umnotho wezwe lami njengamanje usimama ngendlela exakile. Njengemboni ebalulekile ebalulekile eyisisekelo, imboni yephepha kulindeleke ukuthi ilethe ukukhula okuzinzile okuqhutshwa ukubuyiswa (ukubuyiswa) kwesidingo sisonke.
Ngokusho kokuhlaziywa kwe-Southwest Securities, isidingo esibulalayo somkhakha wokwenza amaphepha kulindeleke ukuthi sithathe ngaphansi kokulindela ukubuyiswa kokusetshenziswa, okuzokhuphula intengo yephepha, kanti ukwehla okulindelwe kwentengo ye-pulp kuzokhuphuka kancane kancane.
Isikhathi sokuthumela: May-04-2023