Tan iyo sannadkii hore, warshadaha warqaduhu waxay ku jireen cadaadisyo badan sida "baahida oo sii yaraanaysa, naxdinta saadka, iyo daciifinta rajooyinka". Waxyaabaha ay ka midka yihiin kor u kaca alaabta ceyriinka ah iyo kuwa kaabaya iyo qiimaha tamarta ayaa kor u qaaday kharashka, taasoo keentay hoos u dhac weyn oo ku yimid faa'iidooyinka dhaqaale ee warshadaha.
Marka loo eego tirakoobka Doorashada Oriental Fortune, laga bilaabo Abriil 24, 16 ka mid ah 22-ka saamiga A-lagu taxan ee shirkadaha waraaqaha sameeya ayaa shaaca ka qaaday warbixinadooda sanadlaha ah ee 2022. In kasta oo 12 shirkadood ay sannadkii hore gaadheen kobaca dakhliga shaqada ee sannadkii hore, haddana 5 shirkadood oo keliya ayaa kordhiyey faa'iidadooda saafiga ah sannadkii hore. , iyo 11ka soo hadhay ee soo hadhay waxay la kulmeen hoos u dhac heerar kala duwan ah. "Kordhinta dakhliga way adagtahay in la kordhiyo faa'iidada" waxay noqotay sawirka warshadaha waraaqaha 2022.sanduuqa shukulaatada
Gelida 2023, "Rashka" waxay noqon doontaa mid aad iyo aad u barwaaqo badan. Si kastaba ha ahaatee, cadaadiska ay la kulmaan warshadaha waraaqaha ayaa weli jira, waxaana xitaa aad u adag in la isticmaalo noocyo badan oo waraaqo ah, gaar ahaan waraaqaha baakadaha sida sanduuqyada, jiingadaha, kaadhka cad, iyo looxa cad, iyo xilliga ka baxsan ayaa xitaa daciif ah. Goorma ayay warshadaha warqaduhu soo geli doonaan waaberiga?
Warshaduhu waxay hagaajiyeen xirfadahooda gudaha
Kahadalka jawiga gudaha iyo dibadda ee ay wajaheyso warshadaha waraaqaha 2022, shirkadaha iyo falanqeeyayaasha waxay gaareen heshiis la isku raacsan yahay: dhib badan! Dhibaatadu waxay ku jirtaa xaqiiqda ah in qiimaha saxarka alwaax ee dhamaadka kharashka ay yihiin heerar taariikhi ah oo sarreeya, wayna adagtahay in qiimaha kor loo qaado sababtoo ah baahida hoose ee hoos u dhaca, "labada daraf ayaa la tuujiyey". Sun Paper ayaa warbixinta sanadlaha ah ee shirkadda ku sheegtay in 2022 uu noqon doono sanadka ugu adag warshadaha waraaqaha dalkayga tan iyo xiisaddii dhaqaale ee caalamiga ahayd 2008dii.
Iyadoo ay jiraan dhibaatooyinkaas oo kale, sannadkii la soo dhaafay, iyada oo loo marayo dadaallo aan kala go 'lahayn, dhammaan warshadaha waraaqaha waxay ka gudbeen arrimo badan oo aan fiicnayn ee kor ku xusan, waxay heleen koror joogto ah oo yar oo wax soo saar ah, waxayna dammaanad qaadeen sahayda suuqa ee alaabta waraaqaha.
Marka loo eego xogta ay soo saartay Xafiiska Tirakoobka Qaranka, Maamulka Guud ee Kastamka iyo Ururka Waraaqaha Shiinaha, sanadka 2022, wax soo saarka qaranka ee waraaqaha iyo kartoonada ayaa noqon doona 124 milyan oo tan, iyo dakhliga hawlgalka ee shirkadaha waraaqaha iyo waraaqaha ee kor loo qoondeeyay. Cabbirku wuxuu noqon doonaa 1.52 trillion yuan, koror sanad kasta ah 0.4%. 62.11 bilyan yuan, hoos u dhac sanad kasta ah 29.8%.sanduuqa taariikhaha
"Xilliga hoos u dhigista warshadaha" sidoo kale waa xilli muhiim u ah isbeddelka iyo cusboonaysiinta, xilliga isdhexgalka kaas oo dardargeliya nadiifinta awoodda wax-soo-saarka ee duugoobay oo xoogga saaraysa hagaajinta warshadaha. Marka loo eego warbixinta sannadlaha ah, sannadkii la soo dhaafay, tiro shirkado ah oo liiska ku jira ayaa jiray"xoojinta xirfadahooda gudaha”agagaarka xeeladaha ay dejiyeen si kor loogu qaado tartankooda asaasiga ah.
Jihada ugu muhiimsani waa in la dedejiyo dirista shirkadaha waraaqaha ee hormuudka ka ah "isku dhafka kaynta, saxarada iyo warqadaha" si loo helo awood lagu fududeeyo isbedbedelka wareegtada warshadaha.
Waxaa ka mid ah, inta lagu guda jiro xilliga warbixinta, Sun Paper wuxuu bilaabay inuu geeyo mashruuc cusub oo is dhexgalka kaynta-xabagta-warqad ee Nanning, Guangxi, taasoo awood u siinaysa shirkadda "saddexda saldhig ee waaweyn" ee Shandong, Guangxi, iyo Laos si loo gaaro horumar isku dubaridan oo tayo sare leh iyo dhamaystirka qaabaynta goobta istiraatijiyadeed Cilladaha warshadaha ayaa u oggolaanaya shirkadu inay si guul leh u istaagto heer cusub oo leh wadarta guud ee saxarka iyo awoodda wax-soo-saarka waraaqaha ee in ka badan 10 milyan oo tan, taas oo u furtay qol ballaadhan oo loogu talagalay kobaca shirkadda; Waraaqda Chenming, oo hadda haysata saxarka iyo awoodda wax-soo-saarka waraaqaha ee in ka badan 11 milyan oo tan, ayaa ku gaadhay isku-filnaansho iyada oo hubinaysa isku-filnaanta "tayada iyo tirada" sahayda saxarka, oo lagu kabo istaraatijiyad wax iibsiga dabacsan, ayaa xoojiyay faa'iidada kharashka alaabta ceeriin; Inta lagu jiro xilliga warbixinta, mashruuca isbeddelka farsamada ee saxarka bamboo kiimikaad ee warqadda Yibin si buuxda ayaa loo dhammaystiray oo la hawlgeliyay, wax soo saarka saxarka kiimikaad ee sannadlaha ah ayaa si wax ku ool ah loo kordhiyay.sanduuqa sigaarka caadiga ah
Diciifnimada baahida gudaha iyo kobaca cajiibka ah ee ganacsiga shisheeye ayaa sidoo kale ahaa muuqaal la taaban karo oo ka mid ah warshadaha waraaqaha sannadkii hore. Xogtu waxay muujineysaa in sanadka 2022, warshadaha warqaduhu ay dhoofin doonaan 13.1 milyan tan oo saxar, waraaqo iyo waraaqo ah, koror sanadle ah oo ah 40%; Qiimaha dhoofinta ayaa noqon doona 32.05 bilyan oo doolarka Maraykanka ah, korodhka sanadba sanadka ka dambeeya 32.4%. Shirkadaha liiska ku jira, waxqabadka ugu fiican waa Chenming Paper. Dakhliga iibka shirkaddu ee suuqyada dibadda ee 2022 wuxuu dhaafi doonaa 8 bilyan yuan, korodhka sanadlaha ah ee 97.39%, oo aad uga badan heerka warshadaha oo garaacaya rikoor sare. Masuulka ay khusayso ee u qaabilsan shirkadaasi ayaa u sheegay wariyaha “Securities Daily” in dhinaca kale ay ka faa’iidaysteen deegaanka debedda, dhinaca kalena ay ka faa’iidaysteen qaabka istaraatiijiyadeed ee ay shirkaddu ku leedahay dibadda sannadihii u dambeeyay. Waqtigan xaadirka ah, shirkaddu waxay markii hore samaysay shabakad iibka caalamiga ah.
Soo kabashada faa'iidada warshadaha ayaa si tartiib tartiib ah loo xaqiijin doonaa
Gelitaanka 2023, xaaladda warshadaha waraaqaha ma aysan soo fiicnaan, inkastoo noocyada waraaqaha kala duwan ay la kulmaan xaalado kala duwan oo ka jira suuqa hoose, guud ahaan, cadaadiska lama yareynin. Tusaale ahaan, warshadaha waraaqaha baakadaha sida sanduuqyada iyo jiingadaha ayaa weli ku dhacay xiisad muddo dheer rubuci hore. Hoos u dhaca, dhibaatada hoos u dhaca qiimaha joogtada ah.
Inta lagu guda jiro wareysiga, tiro ka mid ah falanqeeyayaasha warshadaha waraaqaha ka Zhuo Chuang Information ayaa u soo bandhigay wariyeyaasha in rubuci hore ee sanadkan, sahayda suuqa kartoonada cad ayaa kor u kacay guud ahaan, baahida ayaa ka hooseysa sidii la filayay, qiimaha ayaa cadaadis saaray. . Rubuca labaad, suuqu wuxuu gali doonaa xilli ka baxsan isticmaalka warshadaha. Waxaa la filayaa in suuqa uu doono Xarunta culeyska culeysku weli waxay u badan tahay inuu hoos u dhaco; suuqa jiingadaha ayaa ahaa mid daciif ah rubuci hore, iska hor imaadka saadka iyo baahida ayaa ahaa mid muuqda. Marka la eego asalka korodhka mugga waraaqaha la soo dejiyo, qiimaha waraaqaha ayaa cadaadis saarnaa. Rubuca labaad, warshadaha waraaqaha jiingadaha ayaa wali ku jiray xilli-ciyaareedka caadiga ah ee isticmaalka. .
"Ruuxa hore ee warqad dhaqameed, warqad laba-xabag ah ayaa muujisay horumar weyn, oo ay ugu wacan tahay hoos u dhaca weyn ee kharashka saxarka, iyo taageerada xilliga ugu sarreeya ee baahida, xarunta suuqa ee cuf-isjiidadka waxay ahayd mid xooggan oo kacsan iyo arrimo kale. , laakiin waxqabadka amarrada bulsheed ayaa ahaa mid dhexdhexaad ah, iyo xarunta qiimaha cuf-jiidka ee rubuci labaad waxaa laga yaabaa in waxoogaa dabacsanaan ah." Falanqeeyaha macluumaadka Zhuo Chuang Zhang Yan ayaa u sheegay wariyaha "Securities Daily".
Marka loo eego xaaladda shirkadaha liiska ku jira ee shaaca ka qaaday warbixintoodii ugu horreysay ee saddex biloodlaha ah ee 2023, sii wadida dhibaatooyinka guud ee warshadaha ee rubuca hore waxay sii kordhisay dulsaarka faa'iidada shirkadda. Tusaale ahaan, Bohui Paper, hogaamiyaha warqadda cad, ayaa lumiyay 497 milyan yuan faa'iido saafi ah rubuci hore ee sanadkan, hoos u dhaca 375.22% isla muddadaas 2022; Qalabka cusub ee Qifeng ayaa sidoo kale lumiyay 1.832 milyan yuan faa'iidada saafiga ah rubuci hore, hoos u dhac sanadle ah oo ah 108.91%.sanduuqa cabbirka preroll
Marka la eego, sababta ay warshadaha iyo shirkadu u bixiyeen weli waa baahida daciifka ah iyo is-diiddanka sii kordhaya ee u dhexeeya saadka iyo baahida. Maaddaama fasaxa "1-da May" uu soo dhow yahay, "shaqada dabka" ee suuqa ayaa sii xoogaysanaysa, laakiin maxay wax isbeddel ah u dhicin warshadaha waraaqaha?
Fan Guiwen, maareeyaha guud ee Kumera (Shiinaha) Co., Ltd., ayaa u sheegay wariyaha "Securities Daily" in "kulul" "rashka" ee warbaahinta ay dhab ahaantii ku xaddidan tahay gobollada iyo warshadaha xaddidan. si tartiib tartiib ah u barwaaqoobay.” "Warshaduhu waa inay wali ku jiraan marxaladda dheef-shiid kiimikaadka ee gacanta ganacsatada. Waxa la filayaa in fasaxa maalinta May ka dib, loo baahan yahay amarro dheeri ah.” Fan Guiwen ayaa yidhi.
Si kastaba ha noqotee, shirkado badan ayaa wali rajo ka qaba horumarka mustaqbalka fog ee warshadaha. Sun Paper ayaa sheegtay in dhaqaalaha dalkaygu uu hadda u soo kabsanayo si dhan walba ah. Sida warshadaynta alaabta ceeriin ee aasaasiga ah ee muhiimka ah, warshadaha waraaqaha ayaa la filayaa inay keenaan koboc deggan oo ay horseedayso soo kabashada (kabashada) baahida guud.
Marka loo eego falanqaynta Koonfur-galbeed ee Securities, baahida kama dambaysta ah ee qaybta warqad-samaynta ayaa la filayaa inay kor u kacdo iyada oo la filayo soo kabashada isticmaalka, taas oo kor u qaadi doonta qiimaha waraaqaha, halka rajada hoose ee qiimaha saxarka uu si tartiib tartiib ah u kordhin doono.
Waqtiga boostada: May-04-2023