[ukuhlaziywa kwemakethe]
Mayelana nezindaba, ukwehla kwe-periphery kunomthelela othile omubi kumasheya, ngakho imakethe ivuleke iphansi njengoba ihleliwe futhi ihlanganiswe ngokubuthakathaka;
Ngokuphathelene nevolumu yokuhweba, siqhubeka nokugcina izinga lokukhanya ngaphambi komkhosi, futhi ukuzimisela kokuhweba okukhulu akunamandla. Sesizongena ngoJulayi. Sisho izinto ezimbalwa ezifanele ukunakwa:
1. Kuleli sonto, kubhaliswe amasheya amasha ayi-15, okuhlanganisa amasheya amasha angu-4 ebhodini lesayensi nokusungula, ibhodi elikhulu eli-1, amagugu ama-3 kanye namasheya amasha ayi-7 akhethiwe ebhodini lesithathu elisha;
Ibhodi lesithathu elisha laziwa ngele-“100% winning”, futhi kufanele kube nemali elindile. Ngaphezu kwalokho, asikho isidingo sokwaba inani lemakethe lebhodi lesithathu elisha, kodwa izimali zokubhalisa zidinga ukukhokhwa ngokugcwele uma zisha, futhi isikhathi sokuqandisa izinsuku ezingu-2;
Uma kucatshangelwa umkhawulo wesigidi esingu-1, izimali ezintsha kufanele zibe izimali ezinkulu. Esikhathini esifushane, kuzoba nomthelela omncane wokopha emalini ye-A-share;
2. NgoJulayi, amasheya akhawulelwe ayizigidigidi eziyi-16.659 asuswa ekusatshalalisweni, nenani eliphelele lemakethe elijikelezayo lama-yuan ayizigidi eziyizinkulungwane ezingama-478.752, lapho u-40% wawo bekuyibhodi lesayensi nokuqamba okusha;
Ngomkhakha, imboni enenani elikhulu lemakethe lokususa ukuvinjelwa ingumuthi, ifinyelela ku-91.2 billion. Isilinganiso sokususa ukuvinjelwa kulesi sikhathi singesesibili ngobukhulu onyakeni. Uma ukuvinjelwa kususiwe, ngokuqinisekile kuzoba nemali yokuthengisa. Naka ezinye izitoko;
3. UJulayi yisikhathi sokudalulwa okujulile kombiko wesikhashana. Ngaphambi komhla ziyi-15 kuJulayi, zonke izibikezelo zokusebenza kombiko wesikhashana kugugu kufanele zidalulwe;
Esikhathini esifushane, izinhlobo ze-Baotuan zisenazo izinzuzo. Phela, ziwukukhetha okuvamile kwezimali eziningi, futhi amathuba okunyathela ukuduma mancane kakhulu;
Ngokusekelwe kulezi zici ezingenhla, kukhona indawo yokulungiswa kokwehla emakethe, kanye nombiko wesigamu sonyaka nawo uzokhishwa. Kufanele kuqashelwe isitokwe ngasinye esinokwenyuka okukhulu ekuqaleni kanye nokusebenza kombiko wengxenye yonyaka olindelwe;
Ngobuchule, imakethe ikhathazekile ngokuqhathaniswa. Izinhlangothi ezinde noma ezifushane azizange zenze isivumelwano. Uma nje bengabambi iqhaza ekudluliseleni ibhodi kwezinga eliphezulu kanye nezitoko ezinethrendi ebukhali ekhuphukayo kamuva nje, bangagwema izingozi ngezinga elikhulu kakhulu. Ngaphambi kokuvela komugqa oyinhloko wemakethe, amathuba esikhathi esifushane ayegxile kakhulu ezindikimbeni. Ngokudalulwa okuqhubekayo kwesibikezelo sombiko we-China Daily, iqembu lemigqa yokusebenza lingakhetha nokubamba iqhaza, futhi isikhundla silawulwa cishe ku-30%.
[imikhakha eshisayo nezitoko]
1. Imali enkulu
Ekuseni, amasheya asebhange avuleke phezulu akhuthazwa yizindaba zelayisensi yokuhweba. Ngeshwa, bathathe izinyathelo ezinkulu kakhulu futhi abazange basekele umthamo wabo. Base beqala ukushaya phansi, okuphinde kwathinta izinkampani zabathengisi endleleni;
Sekukonke, lezi zindaba kufanele zibe yi-icing on the cake for amabhange. Phela, amabhange nawo anemikhiqizo eminingi yezimali;
Ngaphezu kwalokho, umthelela walezi zindaba ezinkampanini ezinkulu zezibambiso empeleni unomkhawulo, okubi nakakhulu ezinkampanini ezincane zezibambiso. Kodwa-ke, uma amasheya asebhange angahlelwa kabusha futhi izinkampani ezincane zezibambiso zingathola amalayisense esikhathini esizayo, kuzoba kuhle kakhulu ezinkampanini zezibambiso;
Namuhla, kunamathuba amaningi okubona izibambiso ziphuka. Njengamanje, inkomba ye-Shanghai ibheke eduze kwamaphuzu angu-3000, futhi kukhona umdanso wokugcina wezezimali ezinkulu ngaphambi kokuba inkomba ifinyelele phezulu;
Ngakho-ke, izinkampani zezibambiso zingacabangela ithuba lokwakha izikhundla emgqeni ophakathi;
I-Société Generale Securities, esimweni sokwehla okubukhali kwezinkampani zezibambiso namuhla, lesi sitoko siyenyuka. I-China ehamba phambili isifiphele futhi yashiya umbala wayo wangempela. Igolide lingabonakala kuphela ngemva kokuba amagagasi egeza isihlabathi. Bheka kuqala;
I-Everbright Securities, iqembu elihola phambili lezezimali laseChina elinokuncintisana okuphelele okuqinile, lenze ukulungiswa ngemuva kwebhodi lesithathu. Njengoba isisho sithi, "ide kangakanani i-horizontal futhi iphakeme kangakanani", nginomuzwa wokuthi ithuba lalesi sitoko alikapheli;
2. Umuthi
Ikhuthazwa ukuphindaphinda kwesifo esiwumqedazwe, isiphenduke ipuleti eliqine kakhulu emadolobheni amabili;
Namuhla, izinkampani ezimbili ezenza amabhodlela ezokwelapha, i-Zhengchuan Co., Ltd. kanye nengilazi ye-Shandong Pharmaceutical, ziyimingcele yokuhweba. Ingabe kuyathakazelisa kakhulu?
I-hype logic ilula kakhulu. Umuthi wokugoma ungaba amanga, kodwa ibhodlela kufanele libe yiqiniso. Likhuphuka malini ibhodlela lomgomo? Ake sibone ukuthi bangaki abantu emhlabeni!
Ibhodlela elincane lengilazi ilethe yonke imboni yengilazi yaseShayina. Leli bhodlela lokugoma lenziwe nge-borosilicate emaphakathi. Njengamanje, ubuchwepheshe be-Kaisheng bungenza ingilazi ye-borosilicate ephakathi ngesabelo. Yinake ngokufanele;
Emini, ukuhweba kwezokwelapha kwe-Zhende, i-Wantai biology nayo ibe nomthelela emkhawulweni wokuhweba. Umkhuba wesikhashana muhle. Ungabheka;
Naka isigqi esihle nokujikeleza kwepuleti. Izitoko eziningi zigxile kakhulu kumathrendi. Kulindeleke ukuthi ipuleti lemithi ligcine uhlaka lweqembu ngaphambi kokudalulwa kwe-China Daily;
3. Ubuchwepheshe obukhulu
Kuseyithuba lesakhiwo elisebenzayo endaweni. Ezindabeni, imiphumela yephrojekthi yokubhida ye-photovoltaic ngo-2020 ikhishwa, futhi isilinganiso esiphelele sikhulu kakhulu kunalokho obekulindelwe, okuholela ekuqiniseni umkhakha we-photovoltaic;
Lona futhi ipuleti elinomkhuba omuhle wemakethe namuhla. Ama-chips ekuhwebeni kwasekuqaleni angaqhathaniswa nawo, kodwa ekugcineni, ama-chips akhuphuka futhi ehla;
Isizathu esikhulu ukuthi imali yemakethe inomkhawulo, futhi ukudonsa ipuleti elilodwa kuzohoxa kwamanye amapuleti. Ngakho-ke, asinconywa ukuba sijahe sisonke;
Esikhathini esifushane, asekhona amathuba okuthi amaphaneli nama-semiconductors aqhubeke nokunaka;
Isibonelo, amasheya ka-Longji, umqondisi we-star semi, njll;
Ekugcineni, ngokwemidlalo, isiko likaKhesari, izinhlobonhlobo ezithandwayo, ezilungiswe ekuhwebeni kwasekuqaleni, okubonisa ubuthakathaka bepuleti namuhla;
Esikhathini esifushane, kunomehluko omkhulu namuhla, odinga ukuphathwa ngokuqapha esikhathini esifushane. Lindela ukubuyiswa kwezimali ngemuva kokumisa ukwehla, bese ucabangela ithuba.
Isikhathi sokuthumela: Jan-18-2022 
