Kev lag luam ntim ntawv muaj kev thov ntau, thiab cov tuam txhab lag luam tau nthuav dav kev tsim khoom kom ntes tau kev ua lag luam

Kev lag luam ntim ntawv muaj kev thov ntau, thiab cov tuam txhab lag luam tau nthuav dav kev tsim khoom kom ntes tau kev ua lag luam

Nrog rau kev siv "kev txwv tsis pub siv yas" thiab lwm txoj cai, kev lag luam ntim ntawv muaj kev thov ntau, thiab cov chaw tsim khoom ntim ntawv tab tom nrhiav nyiaj los ntawm kev lag luam peev kom nthuav dav peev xwm tsim khoom. Lub thawv ntawv

Tsis ntev los no, Tuam Tshoj tus thawj coj ntim ntawv Dashengda (603687. SH) tau txais cov lus taw qhia los ntawm CSRC. Dashengda npaj yuav tsa tsis pub tshaj 650 lab yuan lub sijhawm no los nqis peev rau hauv cov haujlwm xws li kev tshawb fawb thiab kev tsim khoom ntse thiab lub hauv paus tsim khoom ntawm cov tais diav uas tsis muaj kuab paug rau ib puag ncig. Tsis yog li ntawd xwb, tus neeg sau xov xwm ntawm Xov Xwm Lag Luam Tuam Tshoj kuj tau pom tias txij li xyoo no, ntau lub tuam txhab kev lag luam ntim ntawv tab tom maj nrawm rau IPO kom ua tiav lub tswv yim nthuav dav peev xwm nrog kev pab los ntawm kev ua lag luam peev. Thaum Lub Xya Hli 12, Fujian Nanwang Environmental Protection Technology Co., Ltd. (tom qab no hu ua "Nanwang Technology") tau xa daim ntawv thov daim ntawv qhia rau kev muab cov khoom lag luam rau pej xeem thawj zaug ntawm GEM. Lub sijhawm no, nws npaj yuav tsa 627 lab yuan, feem ntau yog rau cov haujlwm ntim khoom ntawv. hnab ntawv

Hauv kev xam phaj nrog cov neeg sau xov xwm, Dashengda cov neeg tau hais tias nyob rau xyoo tas los no, kev siv "kev txwv yas" thiab lwm yam cai tau ua rau muaj kev thov ntau ntxiv ntawm kev lag luam ntim ntawv tag nrho. Tib lub sijhawm, ua ib lub tuam txhab ua lag luam hauv kev lag luam, lub tuam txhab muaj lub zog muaj zog, thiab kev nthuav dav thiab kev txhim kho cov txiaj ntsig yog nyob rau hauv kab nrog lub tuam txhab lub hom phiaj kev txhim kho mus sij hawm ntev.

Qiu Chenyang, tus kws tshawb fawb ntawm Tuam Tshoj Tshawb Fawb Puhua, tau hais rau cov neeg sau xov xwm tias kev lag luam tau nce lub peev xwm tsim khoom, uas qhia tau tias cov tuam txhab muaj kev cia siab zoo rau yav tom ntej ntawm kev ua lag luam. Txawm hais tias nws yog kev txhim kho sai ntawm lub teb chaws kev lag luam, kev xa khoom tawm, kev txhim kho ntawm e-lag luam yav tom ntej, lossis kev siv txoj cai "kev txwv yas", nws yuav muab kev thov loj heev rau kev ua lag luam. Raws li qhov no, cov tuam txhab ua lag luam hauv kev lag luam yuav nce lawv cov feem ntawm kev ua lag luam, tswj kev sib tw ua lag luam thiab ua tiav kev lag luam ntawm qhov ntsuas los ntawm kev nce qhov ntsuas ntawm kev nqis peev.

Cov cai tswjfwm txhawb kev xav tau ntawm kev ua lag luam lub thawv khoom plig

Raws li cov ntaub ntawv pej xeem, Dashengda feem ntau koom nrog kev tshawb fawb thiab kev txhim kho, kev tsim khoom, kev luam ntawv thiab kev muag khoom ntawm cov khoom ntim ntawv. Nws cov khoom suav nrog cov thawv corrugated, cardboard, boutique wine boxes, cov cim lag luam luam yeeb, thiab lwm yam, nrog rau kev muab cov ntawv ntim khoom tiav rau kev tsim cov ntim khoom, kev tshawb fawb thiab kev txhim kho, kev sim, kev tsim khoom, kev tswj cov khoom muag, kev xa khoom thiab kev faib khoom.lub thawv luam yeeb

Cov ntawv ntim khoom yog hais txog cov khoom ntim khoom ua los ntawm ntawv thiab pulp ua cov khoom siv tseem ceeb. Nws muaj lub zog siab, cov dej noo tsawg, tsis muaj permeability, tsis muaj corrosion, thiab qee yam tsis kam dej. Ntxiv mus, cov ntawv siv rau kev ntim khoom noj kuj xav tau kev huv, tsis muaj kab mob, thiab tsis muaj kuab paug.ntim khoom siv hemp

Raws li txoj cai qhia ntawm "kev txwv yas", "Cov Lus Qhia Txog Kev Ua Kom Kev Hloov Pauv Ntsuab ntawm Kev Ntim Khoom Sai", thiab "Daim Ntawv Ceeb Toom Txog Kev Luam Ntawv thiab Faib Tawm" Txoj Kev Npaj Tsib Xyoos Thib Kaum Plaub "txoj kev npaj tswj kev ua qias tuaj ntawm yas", qhov kev thov rau cov khoom siv ntawv yuav nce siab heev. Lub thawv luam yeeb

Qiu Chenyang tau hais rau cov neeg sau xov xwm tias nrog kev txhim kho ntawm cov neeg txoj kev paub txog kev tiv thaiv ib puag ncig, ntau lub tebchaws tau tshaj tawm "kev txwv yas" lossis "kev txwv yas". Piv txwv li, New York State ntawm Tebchaws Meskas tau pib siv "kev txwv yas" rau lub Peb Hlis 1, 2020; EU cov tswv cuab yuav txwv tsis pub siv cov khoom yas pov tseg txij li xyoo 2021; Tuam Tshoj tau tshaj tawm Cov Lus Qhia Txog Kev Txhim Kho Ntxiv ntawm Kev Kho Mob Yas Ua Phem rau lub Ib Hlis 2020, thiab tau hais tias los ntawm xyoo 2020, nws yuav ua tus thawj coj hauv kev txwv thiab txwv kev tsim khoom, kev muag khoom thiab kev siv qee yam khoom yas hauv qee thaj chaw thiab thaj chaw.ntim khoom siv vape

Kev siv cov khoom yas hauv lub neej txhua hnub maj mam raug txwv, thiab cov ntim khoom ntsuab yuav dhau los ua qhov tseem ceeb ntawm kev lag luam ntim khoom. Tshwj xeeb, cov ntawv yas zaub mov, cov thawv noj su yas ntawv uas tsis ua rau ib puag ncig puas tsuaj, thiab lwm yam yuav tau txais txiaj ntsig los ntawm kev txwv tsis pub siv cov tais diav yas pov tseg thiab kev thov ntau ntxiv; Cov hnab ntaub tiv thaiv ib puag ncig, cov hnab ntawv, thiab lwm yam yuav tau txais txiaj ntsig los ntawm cov cai thiab yuav raug txhawb nqa hauv cov khw loj, cov khw muag khoom loj, cov tsev muag tshuaj, cov khw muag ntawv thiab lwm qhov chaw; Cov thawv ntim khoom corrugated tau txais txiaj ntsig los ntawm kev txwv tsis pub siv cov ntim yas ceev.

Qhov tseeb, qhov kev thov rau ntawv ntim khoom tsis tuaj yeem sib cais los ntawm kev hloov pauv ntawm kev thov ntawm cov lag luam neeg siv khoom. Nyob rau xyoo tas los no, cov khoom noj khoom haus, dej haus, khoom siv hauv tsev, khoom siv sib txuas lus thiab lwm yam lag luam tau pom tias muaj kev vam meej heev, ua rau kev lag luam ntim ntawv loj hlob zoo. Lub thawv xa ntawv

Cuam tshuam los ntawm qhov no, Dashengda tau txais cov nyiaj tau los ntawm kev ua haujlwm ntawm kwv yees li 1.664 billion yuan hauv xyoo 2021, nce 23.2% xyoo rau xyoo; Hauv peb lub hlis twg ntawm xyoo 2022, cov nyiaj tau los ntawm kev ua haujlwm tau pom tseeb yog 1.468 billion yuan, nce 25.96% xyoo rau xyoo. Jinjia Shares (002191. SZ) tau txais cov nyiaj tau los ntawm 5.067 billion yuan hauv xyoo 2021, nce 20.89% xyoo rau xyoo. Nws cov nyiaj tau los tseem ceeb hauv peb lub hlis twg ntawm xyoo 2022 yog 3.942 billion yuan, nce 8% xyoo rau xyoo. Cov nyiaj tau los ntawm kev ua haujlwm ntawm Hexing Packaging (002228. SZ) hauv xyoo 2021 yog kwv yees li 17.549 billion yuan, nce 46.16% xyoo rau xyoo. Lub thawv khoom noj tsiaj

Qiu Chenyang tau hais rau cov neeg sau xov xwm tias nyob rau xyoo tas los no, nrog rau kev hloov pauv maj mam ntawm kev lag luam ntim khoom thoob ntiaj teb mus rau cov teb chaws thiab thaj chaw uas sawv cev los ntawm Tuam Tshoj, Tuam Tshoj txoj kev lag luam ntim khoom ntawv tau dhau los ua neeg tseem ceeb hauv kev lag luam ntim khoom ntawv thoob ntiaj teb, thiab tau dhau los ua lub teb chaws tseem ceeb rau kev muab khoom ntim khoom ntawv hauv ntiaj teb, nrog rau qhov ntsuas xa khoom tawm nthuav dav.

Raws li cov ntaub ntawv ntawm Tuam Tshoj Ntim Khoom Federation, xyoo 2018, tag nrho cov ntim khoom xa tuaj thiab xa tawm ntawm Tuam Tshoj txoj kev lag luam ntim ntawv yog US $ 5.628 billion, nce 15.45% xyoo-rau-xyoo, ntawm qhov ntawd cov ntim khoom xa tawm yog US $ 5.477 billion, nce 15.89% xyoo-rau-xyoo; Xyoo 2019, tag nrho cov ntim khoom xa tuaj thiab xa tawm ntawm Tuam Tshoj txoj kev lag luam ntim ntawv yog US $ 6.509 billion, ntawm qhov ntawd cov ntim khoom xa tawm yog US $ 6.354 billion, nce 16.01% xyoo-rau-xyoo; Xyoo 2020, tag nrho cov ntim khoom xa tuaj thiab xa tawm ntawm Tuam Tshoj txoj kev lag luam ntim ntawv yog US $ 6.760 billion, ntawm qhov ntawd cov ntim khoom xa tawm yog US $ 6.613 billion, nce 4.08% xyoo-rau-xyoo. Xyoo 2021, tag nrho cov ntim khoom xa tawm thiab xa tawm ntawm Tuam Tshoj txoj kev lag luam ntim khoom ntawv yuav yog US $ 8.840 billion, ntawm qhov ntawd cov ntim khoom xa tawm yuav yog US $ 8.669 billion, nce 31.09% xyoo-rau-xyoo. Lub thawv ntim paj

Kev sib sau ua ke ntawm kev lag luam tseem niaj hnub nce ntxiv

Nyob rau hauv keeb kwm yav dhau los ntawm kev thov muaj zog, cov lag luam ntim ntawv kuj tseem nce lawv lub peev xwm tsim khoom, thiab kev lag luam tseem niaj hnub nce ntxiv. Lub thawv luam yeeb

Thaum Lub Xya Hli 21, Dashengda tau tshaj tawm ib txoj kev npaj rau kev muab cov khoom lag luam tsis yog rau pej xeem, nrog rau tag nrho cov nyiaj ntawm 650 lab yuan yuav raug tsa. Cov nyiaj tau los yuav raug nqis peev rau hauv qhov project R&D thiab chaw tsim khoom ntse ntawm cov tais diav tiv thaiv ib puag ncig pulp molded, qhov project tsim kho ntawm Guizhou Renhuai Baisheng lub hauv paus tsim khoom ntse ntawm lub thawv cawv txiv hmab thiab cov peev txheej ua haujlwm ntxiv. Ntawm lawv, qhov project ntawm R&D ntse thiab chaw tsim khoom rau cov tais diav uas zoo rau ib puag ncig pulp-molded yuav muaj peev xwm tsim khoom ntawm 30000 tons ntawm cov tais diav uas zoo rau ib puag ncig pulp-molded txhua xyoo. Tom qab ua tiav qhov project tsim kho ntawm Guizhou Renhuai Baisheng Intelligent Paper Wine Box Production Base, cov khoom tsim tawm txhua xyoo ntawm 33 lab lub thawv cawv txiv hmab zoo thiab 24 lab lub thawv ntawv yuav raug ua tiav.

Ntxiv mus, Nanwang Technology tab tom maj nrawm rau IPO ntawm GEM. Raws li daim ntawv qhia, Nanwang Technology npaj yuav tsa 627 lab yuan rau GEM daim ntawv teev npe. Ntawm lawv, 389 lab yuan tau siv rau kev tsim kho 2.247 billion lub Hoobkas ntse ntawm cov khoom siv ntawv ntsuab thiab ib puag ncig thiab 238 lab yuan tau siv rau cov haujlwm ntim khoom ntawv thiab muag khoom.

Dashengda tau hais tias qhov project no yog los ua kom lub tuam txhab txoj kev lag luam khoom siv hauv chav ua noj tiv thaiv ib puag ncig loj hlob ntxiv, nthuav dav txoj kev lag luam ntim cawv, ua kom lub tuam txhab cov khoom lag luam nplua nuj thiab txhim kho lub tuam txhab cov nyiaj tau los.

Ib tug neeg sab hauv tau hais rau tus neeg sau xov xwm tias cov lag luam corrugated box nruab nrab thiab siab kawg uas muaj qee qhov ntsuas thiab lub zog hauv kev lag luam muaj ib qho ntawm cov hom phiaj tseem ceeb ntawm kev nthuav dav ntxiv ntawm kev tsim khoom thiab kev lag luam thiab nce kev sib koom ua lag luam.

Vim tias cov tuam txhab tsim khoom ntim khoom ntawv hauv Suav teb tsis tshua muaj neeg nkag thiab ntau yam kev lag luam hauv qab, ntau lub Hoobkas me me nyob ntawm qhov xav tau hauv zos kom muaj sia nyob, thiab muaj ntau lub Hoobkas me me thiab nruab nrab ntawm qhov kawg ntawm kev lag luam, tsim cov qauv kev lag luam sib cais heev.

Tam sim no, muaj ntau tshaj 2000 lub tuam txhab loj dua li qhov tau teev tseg hauv kev lag luam ntim khoom ntawv hauv tsev, feem ntau yog cov lag luam me thiab nruab nrab. Txawm hais tias tom qab ntau xyoo ntawm kev txhim kho, ntau lub tuam txhab tsim khoom loj thiab siv thev naus laus zis tau tshwm sim hauv kev lag luam, los ntawm qhov kev xav dav dav, qhov kev sib sau ua ke ntawm kev lag luam ntim khoom ntawv tseem tsawg, thiab kev sib tw hauv kev lag luam yog qhov hnyav, tsim cov qauv kev lag luam sib tw tag nrho.

Cov neeg sab hauv saum toj no tau hais tias txhawm rau daws qhov kev sib tw ua lag luam uas nce zuj zus, cov lag luam zoo hauv kev lag luam txuas ntxiv nthuav dav qhov ntau lawm lossis ua kev hloov kho dua tshiab thiab kev koom ua ke, ua raws li txoj kev ntawm qhov ntsuas thiab kev txhim kho hnyav, thiab kev lag luam tseem nce ntxiv.

Kev nyuaj siab ntawm tus nqi nce ntxiv

Tus neeg sau xov xwm tau sau tseg tias txawm hais tias qhov kev thov ntawm kev lag luam ntim ntawv tau nce ntxiv hauv xyoo tas los no, qhov txiaj ntsig ntawm kev lag luam tau poob qis.

Raws li daim ntawv qhia txog nyiaj txiag, txij xyoo 2019 txog 2021, Dashengda cov nyiaj tau los ntawm lub tuam txhab niam txiv tom qab rho tawm cov nyiaj tsis yog nyiaj tau los yog 82 lab yuan, 38 lab yuan thiab 61 lab yuan raws li. Nws tsis nyuaj rau pom los ntawm cov ntaub ntawv tias cov nyiaj tau los ntawm Dashengda tau poob qis hauv xyoo tas los no.lub thawv ncuav mog qab zib

Ntxiv mus, raws li daim ntawv qhia ntawm Nanwang Technology, txij xyoo 2019 txog 2021, qhov nyiaj tau los ntawm lub tuam txhab txoj kev lag luam tseem ceeb yog 26.91%, 21.06% thiab 19.14% feem, qhia txog qhov sib txawv xyoo-rau-xyoo. Qhov nruab nrab ntawm cov nyiaj tau los ntawm 10 lub tuam txhab sib piv hauv tib qho kev lag luam yog 27.88%, 25.97% thiab 22.07% feem, uas kuj qhia txog qhov sib txawv.Lub thawv khoom qab zib

Raws li Daim Ntawv Qhia Txog Kev Ua Haujlwm ntawm Lub Tebchaws Daim Ntawv thiab Cov Ntawv Sau Hauv Kev Lag Luam Hauv Xyoo 2021 uas tau tshaj tawm los ntawm Tuam Tshoj Lub Koom Haum Ntim Khoom, xyoo 2021, muaj 2517 lub tuam txhab siab dua qhov loj me uas tau teev tseg hauv Tuam Tshoj txoj kev lag luam thawv ntawv thiab ntawv sau (txhua lub koom haum kev lag luam raug cai nrog cov nyiaj tau los txhua xyoo ntawm 20 lab yuan thiab siab dua), nrog cov nyiaj tau los ntawm kev lag luam tag nrho ntawm 319.203 billion yuan, nce xyoo-rau-xyoo ntawm 13.56%, thiab tag nrho cov nyiaj tau los ntawm 13.229 billion yuan, txo xyoo-rau-xyoo ntawm 5.33%.

Dashengda tau hais tias cov khoom siv tseem ceeb rau kev tsim cov thawv ntawv corrugated thiab cov ntawv paperboard yog daim ntawv base. Tus nqi ntawm cov ntawv base suav txog ntau dua 70% ntawm tus nqi ntawm cov thawv ntawv corrugated thaum lub sijhawm tshaj tawm, uas yog tus nqi ua haujlwm tseem ceeb ntawm lub tuam txhab. Txij li xyoo 2018, qhov kev hloov pauv ntawm tus nqi ntawv base tau nce ntxiv vim muaj kev cuam tshuam ntawm kev nce nqi ntawm cov ntawv pov tseg thoob ntiaj teb, thee thiab lwm yam khoom lag luam loj, nrog rau kev cuam tshuam ntawm ntau lub Hoobkas ntawv me thiab nruab nrab uas txwv tsis pub tsim khoom thiab kaw vim muaj kev nyuaj siab ntawm kev tiv thaiv ib puag ncig. Kev hloov pauv ntawm tus nqi ntawv base muaj kev cuam tshuam loj heev rau kev ua haujlwm ntawm lub tuam txhab. Raws li ntau lub Hoobkas ntawv me thiab nruab nrab raug yuam kom txwv tsis pub tsim khoom thiab kaw vim muaj kev nyuaj siab ntawm ib puag ncig, thiab lub tebchaws txwv tsis pub xa cov ntawv pov tseg ntxiv, sab kev muab khoom ntawm cov ntawv base yuav txuas ntxiv dais kev nyuaj siab loj, kev sib raug zoo ntawm kev muab khoom thiab kev thov yuav tseem tsis sib npaug, thiab tus nqi ntawm cov ntawv base yuav nce.

Cov khoom siv ntim ntawv sab saud feem ntau yog ua ntawv, luam ntawv thiab cov khoom siv kho tshuab, thiab cov khoom siv sab saud feem ntau yog khoom noj thiab dej haus, cov khoom siv tshuaj txhua hnub, luam yeeb, cov khoom siv hluav taws xob, tshuaj thiab lwm yam lag luam loj rau cov neeg siv khoom. Hauv cov khoom siv raw sab saud, cov ntawv hauv paus suav nrog feem ntau ntawm cov nqi tsim khoom. Lub thawv hnub tim

Qiu Chenyang tau hais rau cov neeg sau xov xwm tias xyoo 2017, Lub Chaw Haujlwm Saib Xyuas Lub Xeev tau tshaj tawm "Txoj Kev Npaj Siv rau Kev Txwv Tsis Pub Nkag Mus Rau Cov Khib Nyhiab Txawv Tebchaws thiab Txhawb Kev Hloov Kho ntawm Lub Txheej Txheem Tswj Xyuas Cov Khib Nyhiab Khoom", uas ua rau qhov kev xa khoom ntawm cov ntawv pov tseg txuas ntxiv mus nruj, thiab cov khoom siv raw ntawm cov ntawv pov tseg tau txwv, thiab nws tus nqi pib nce siab tag nrho. Tus nqi ntawm cov ntawv pov tseg txuas ntxiv mus, tsim kev nyuaj siab rau cov nqi rau cov lag luam downstream (cov nroj tsuag ntim khoom, cov nroj tsuag luam ntawv). Thaum lub sijhawm txij Lub Ib Hlis mus txog Lub Ob Hlis 2021, tus nqi ntawm cov ntawv lag luam tau nce siab tsis tau muaj dua li. Cov ntawv tshwj xeeb feem ntau tau nce 1000 yuan / ton, thiab cov ntawv ib leeg txawm dhia los ntawm 3000 yuan / ton ib zaug.

Qiu Chenyang tau hais tias cov saw hlau ntim khoom ntawv feem ntau yog tus cwj pwm los ntawm "kev sib sau ua ke ntawm cov dej ntws thiab kev sib kis ntawm cov dej ntws". lub thawv chocolate

Hauv Qiu Chenyang lub tswv yim, kev lag luam ntawv sab saud yog qhov chaw nruab nrab heev. Cov lag luam loj xws li Jiulong Paper (02689. HK) thiab Chenming Paper (000488. SZ) tau nyob hauv ib feem loj ntawm kev lag luam. Lawv lub hwj chim sib tham muaj zog thiab nws yooj yim los hloov qhov kev pheej hmoo ntawm cov ntawv pov tseg thiab cov khoom siv thee mus rau cov lag luam ntim khoom sab saud. Kev lag luam sab saud npog ntau yam kev lag luam. Yuav luag txhua qhov kev lag luam tsim khoom siv rau cov neeg siv khoom xav tau cov lag luam ntim khoom ua cov kev sib txuas txhawb nqa hauv cov saw hlau xa khoom. Raws li tus qauv lag luam ib txwm muaj, kev lag luam ntim khoom ntawv yuav luag tsis vam khom rau kev lag luam sab saud tshwj xeeb. Yog li ntawd, cov lag luam ntim khoom hauv nruab nrab muaj lub hwj chim sib tham tsis zoo hauv tag nrho cov saw hlau lag luam. Lub thawv khoom noj