He nui te tono mō te umanga tākai pepa, ā, kua whakawhānui ake ngā umanga i te whakaputanga hei hopu i te mākete.
I te whakatinanatanga o te "whakahau here kirihou" me ētahi atu kaupapa here, he nui te tono mō te umanga tākai pepa, ā, kei te kohi moni ngā kaihanga tākai pepa mā te mākete whakapaipai hei whakawhānui i te kaha whakaputa. Pouaka pepa
Nō nā tata nei, i whiwhi urupare mai i te CSRC te kaiārahi tākai pepa o Haina, a Dashengda (603687. SH). Kei te whakamahere a Dashengda ki te kohi moni kāore e neke atu i te 650 miriona yuan i tēnei wā hei haumi ki ngā kaupapa pēnei i te R&D atamai me te turanga whakaputa o ngā taputapu tēpu kua whakarewaina ki te penupenu, he mea hanga ki te penupenu, he mea hanga ki te taiao. Haunga tēnā, i kite anō te kairīpoata o China Business News, mai i tēnei tau, he maha ngā kamupene ahumahi tākai pepa e tere ana ki te IPO hei whakaoti i te rautaki whakawhānui kaha me te āwhina o te mākete whakapaipai. I te 12 o Hūrae, i tukuna e Fujian Nanwang Environmental Protection Technology Co., Ltd. (e kiia nei i muri nei ko "Nanwang Technology") te tauira tono o te pukapuka whakatairanga mō te tuku tuatahi i ngā hea ki te GEM. I tēnei wā, kei te whakamahere ki te kohi moni 627 miriona yuan, ko te nuinga mō ngā kaupapa tākai hua pepa. putea pepa
I roto i tētahi uiuinga ki ngā kairīpoata, i kī te iwi o Dashengda i ngā tau tata nei, nā te whakatinanatanga o te "whakahau here kirihou" me ētahi atu kaupapa here kua piki ake te hiahia o te umanga tākai pepa katoa. I taua wā anō, hei hinonga matua i roto i te umanga, he kaha te kamupene, ā, ko te whakawhānui me te whakapai ake i ngā hua ka rite ki ngā whāinga rautaki whanaketanga roa a te kamupene.
I kōrero a Qiu Chenyang, he kairangahau nō China Research Puhua, ki ngā kairīpoata kua piki ake te kaha whakaputa a te umanga, e whakaatu ana tēnei he tino pai ngā tumanakohanga a ngā umanga mō te heke mai o te mākete. Ahakoa ko te whanaketanga tere o te ōhanga o te motu, ko te kaweake i ngā hua, ko te whanaketanga o te hokohoko ipurangi a meake nei, ko te whakatinanatanga rānei o te kaupapa here "whakahau here kirihou", ka nui te tono a te mākete. I runga i tēnei, ka whakanui ake ngā umanga matua o te umanga i tā rātou wāhi mākete, ka pupuri i te whakataetae mākete, ā, ka tutuki i ngā ōhanga tauine mā te whakanui ake i te tauine o te haumi.
Ngā kaupapa here e whakaoho ana i te hiahia o te mākete pouaka koha
E ai ki ngā kōrero a te marea, ko te rangahau me te whanaketanga, te whakaputa, te tā me te hoko i ngā hua tākai pepa te mahi matua a Dashengda. Ko āna hua he kātene kōpikopiko, he kāri, he pouaka waina iti, he tohu hokohoko hikareti, me ētahi atu, tae atu ki te whakarato i ngā otinga tākai pepa whānui mō te hoahoa tākai, te rangahau me te whanaketanga, te whakamātautau, te whakaputa, te whakahaere rawa, te whakahaere ratonga me te tohatoha.pouaka hikareti
Ko te takai pepa e pā ana ki ngā takai taonga i hangaia ki te pepa me te penupenu hei rauemi mata matua. He kaha teitei, he iti te makuku, he iti te uruhanga, kāore he waikura, ā, he ātete ki te wai. Heoi anō, me horoi, me kore he poke, he parakore, me te kore poke o te pepa e whakamahia ana mō ngā takai kai.takai hemp
I raro i te aratohu kaupapa here o te "whakahau here kirihou", ngā "Whakaaro mō te Whakateretere i te Huringa Kakariki o te Tākai Tere", me te "Pānui mō te Tā me te Tohatoha i te" Mahere Tau Rima Tekau mā Whā "mahere mahi whakahaere parahanga kirihou", e matapaetia ana ka piki ake te hiahia mō ngā hua pepa. Pouaka tupeka
I kōrero a Qiu Chenyang ki ngā kairīpoata, nā te pikinga ake o te mōhiotanga o te tangata ki te tiaki taiao, he maha ngā whenua kua whakaputa i ngā "whakahau here kirihou" me ngā "whakahau aukati kirihou". Hei tauira, i tīmata te Kāwanatanga o Niu Ioka o te Hononga o Amerika ki te whakatinana i te "whakahau aukati kirihou" i te 1 o Poutū-te-rangi, 2020; ka aukatia e ngā whenua mema o te EU te whakamahinga o ngā hua kirihou whakakorekore mai i te tau 2021; i whakaputa a Haina i ngā Whakaaro mō te Whakapakari Anō i te Maimoatanga o te Parahanga Kirihou i te marama o Hanuere 2020, ā, i whakaaro ia kia tae ki te tau 2020, ka ārahi i te aukati me te whakawhāiti i te hanga, te hoko me te whakamahinga o ētahi hua kirihou i ētahi rohe.takai vape
Ka āta whakawhāitihia te whakamahinga o ngā hua kirihou i roto i te oranga o ia rā, ā, ka noho ko te takai matomato hei ia whanaketanga nui o te umanga takai. Ina koa, ko te kāri kai-kai, ko ngā pouaka tina pepa-kirihou-hoa-taiao, me ētahi atu ka whai hua mai i te aukati āta haere i te whakamahinga o ngā taputapu kai kirihou whakakorekore me te pikinga o te tono; ko ngā putea kakahu tiaki taiao, ko ngā putea pepa, me ētahi atu ka whai hua mai i ngā whakaritenga kaupapa here, ā, ka whakatairangahia i roto i ngā toa hokohoko, i ngā hūpāmakete, i ngā whare rongoā, i ngā toa pukapuka me ētahi atu wāhi; ko ngā takai pouaka kōpikopiko i whai hua mai i te aukati i te whakamahinga o ngā takai kirihou tere.
Ina hoki, kāore e taea te wehe i te hiahia mō te pepa takai mai i ngā panonitanga o ngā hiahia o ngā ahumahi kaihoko o raro. I ngā tau tata nei, kua tino angitu ngā ahumahi kai, inu, taputapu whare, taputapu whakawhitiwhiti kōrero me ētahi atu ahumahi, ā, kua tino akiaki i te tipu o te ahumahi takai pepa. Pouaka mēra
Nā te pānga o tēnei, i eke a Dashengda ki te moni whiwhi whakahaere tata ki te 1.664 piriona yuan i te tau 2021, he pikinga 23.2% ia tau; I ngā hauwhā tuatahi e toru o te tau 2022, ko te moni whiwhi whakahaere i tutuki ko te 1.468 piriona yuan, he pikinga 25.96% ia tau. I eke a Jinjia Shares (002191. SZ) ki te moni whiwhi o te 5.067 piriona yuan i te tau 2021, he pikinga 20.89% ia tau. Ko tana moni whiwhi matua i ngā hauwhā tuatahi e toru o te tau 2022 ko te 3.942 piriona yuan, he pikinga 8% ia tau. Ko te moni whiwhi whakahaere o Hexing Packaging (002228. SZ) i te tau 2021 tata ki te 17.549 piriona yuan, he pikinga 46.16% ia tau. Pouaka kai mōkai
I kōrero a Qiu Chenyang ki ngā kairīpoata, i ngā tau tata nei, me te neke haere o te umanga tākai o te ao ki ngā whenua whakawhanake me ngā rohe e tohuhia ana e Haina, kua piki haere te rongonui o te umanga tākai hua pepa o Haina i roto i te umanga tākai pepa o te ao, ā, kua noho hei whenua kaiwhakarato tākai hua pepa nui i te ao, me te whānui haere o te tauine kaweake.
E ai ki ngā tatauranga a te China Packaging Federation, i te tau 2018, ko te tapeke o ngā kawemai me ngā kaweake o te umanga tākai pepa o Haina he US $5.628 piriona, he pikinga 15.45% ia tau, ko te tapeke o ngā kaweake he US $5.477 piriona, he pikinga 15.89% ia tau; I te tau 2019, ko te tapeke o ngā kawemai me ngā kaweake o te umanga tākai pepa o Haina he US $6.509 piriona, ko te tapeke o ngā kaweake he US $6.354 piriona, he pikinga 16.01% ia tau; I te tau 2020, ko te tapeke o ngā kawemai me ngā kaweake o te umanga tākai pepa o Haina he US $6.760 piriona, ko te tapeke o ngā kaweake he US $6.613 piriona, he pikinga 4.08% ia tau. I te tau 2021, ko te tapeke o ngā kawemai me ngā kaweake o te umanga tākai hua pepa o Haina ka eke ki te US $8.840 piriona, ā, ko te nui o ngā kaweake ka eke ki te US $8.669 piriona, he pikinga 31.09% ia tau. Pouaka tākai putiputi
Kei te piki haere tonu te kukū o te ahumahi
I raro i te papamuri o te kaha o te tono, kei te whakanui ake hoki ngā umanga tākai pepa i ō rātou kaha whakaputa, ā, kei te piki haere tonu te kukū o te ahumahi. Pouaka hikareti
I te 21 o Hūrae, i whakaputa a Dashengda i tētahi mahere mō te tuku hea kore-tūmatanui, me te tapeke o te 650 miriona yuan hei kohi. Ka haumihia ngā moni kua kohia ki te kaupapa R&D atamai me te kaupapa hangahanga o ngā taputapu tēpu tiaki taiao kua whakarewahia ki te penupenu, te kaupapa hangahanga o te turanga hangahanga pouaka waina pepa atamai o Guizhou Renhuai Baisheng me te whakapaipai mahi tāpiri. I roto i ēnei, ko te kaupapa R&D atamai me te turanga hangahanga o ngā taputapu tēpu taiao kua whakarewahia ki te penupenu ka whai kaha whakaputanga o te 30000 tana o ngā taputapu tēpu taiao kua whakarewahia ki te penupenu ia tau. I muri i te otinga o te kaupapa hangahanga o te turanga hangahanga pouaka waina pepa atamai o Guizhou Renhuai Baisheng, ka tutuki te putanga ā-tau o te 33 miriona pouaka waina pai me te 24 miriona pouaka kāri.
Hei tāpiritanga, kei te tere a Nanwang Technology ki te IPO mō te GEM. E ai ki te pukapuka whakatairanga, kei te whakamahere a Nanwang Technology ki te kohi 627 miriona yuan mō te rārangi GEM. I roto i ēnei, 389 miriona yuan i whakamahia mō te hanganga o te 2.247 piriona wheketere atamai hua pepa matomato me te taiao-hoa, ā, 238 miriona yuan i whakamahia mō ngā kaupapa whakaputa me te hoko tākai hua pepa.
I kī a Dashengda ko te kaupapa o te kaupapa nei he whakanui ake i te pakihi taputapu kai tiaki taiao a te kamupene, he whakawhānui ake i te pakihi mōkihi waina, he whakarei ake i te raina pakihi hua a te kamupene, me te whakapai ake i te hua o te kamupene.
I kōrero tētahi o roto ki te kairīpoata ko tētahi o ngā whāinga matua o ngā umanga pouaka kowakawaka reo-rahi me te kounga-nui, he nui te tauine me te kaha o te umanga, ko te whakawhānui ake i te tauine whakaputa me te hokohoko, me te whakanui ake i te wahanga mākete.
Nā te iti o te paepae whakauru o ngā kaihanga o te umanga tākai hua pepa o Haina me te whānuitanga o ngā umanga o raro, he maha ngā wheketere kātene iti e whakawhirinaki ana ki te tono ā-rohe kia ora ai, ā, he maha ngā wheketere kātene iti me te rahi-waenga kei te pito raro o te umanga, e hanga ana i tētahi tauira ahumahi tino pakarukaru.
I tēnei wā, neke atu i te 2000 ngā umanga kei runga ake i te rahi kua tohua i roto i te umanga tākai hua pepa ā-rohe, ko te nuinga he umanga iti me te rahi waenga. Ahakoa i muri i ngā tau maha o te whanaketanga, kua puta ake he maha ngā umanga hangahanga nui me te hangarau matatau i roto i te umanga, mai i te tirohanga whānui, he iti tonu te kukū o te umanga tākai hua pepa, ā, he kaha te whakataetae o te umanga, e hanga ana i tētahi tauira mākete tino whakataetae.
I kī ngā tāngata o roto i runga ake nei, kia taea ai te aro atu ki te whakataetae mākete e kaha haere ana, i haere tonu ngā umanga whai hua o te umanga ki te whakawhānui i te tauine whakaputa, ki te whakahaere rānei i te hanganga me te whakaurunga, me te whai i te ara tauine me te whanaketanga kaha, ā, i haere tonu te piki haere o te kukū o te umanga.
Te pikinga o te pēhanga utu
I kī te kairīpoata ahakoa kua piki ake te hiahia mō te umanga tākai pepa i ngā tau tata nei, kua heke te hua o te umanga.
E ai ki te pūrongo pūtea, mai i te tau 2019 ki te tau 2021, ko te hua kupenga a Dashengda e pā ana ki te kamupene matua i muri i te tango i ngā moni kore-moni he 82 miriona yuan, 38 miriona yuan me te 61 miriona yuan. Ehara i te mea uaua ki te kite mai i ngā raraunga kua heke te hua kupenga a Dashengda i ngā tau tata nei.pouaka keke
Hei tāpiritanga, e ai ki te pukapuka whakatairanga a Nanwang Technology, mai i te tau 2019 ki te 2021, ko te tawhē hua whānui o te pakihi matua o te kamupene he 26.91%, 21.06% me te 19.14%, e whakaatu ana i te hekenga iho i ia tau. Ko te reiti hua whānui toharite o ngā kamupene rite tekau i roto i te ahumahi kotahi he 27.88%, 25.97% me te 22.07%, e whakaatu ana hoki i te hekenga iho.Pouaka monamona
E ai ki te Tirohanga Whānui o te Whakahaere o te Ahumahi Ipu Pepa me te Pepa Papatuhi ā-Motu i te tau 2021 i whakaputaina e te China Packaging Federation, i te tau 2021, e 2517 ngā umanga kei runga ake i te rahi kua tohua i roto i te umanga pepa me te ipu pepa papatuhi o Haina (he hinonga ture ahumahi katoa me te moni whiwhi mahi ā-tau o te 20 miriona yuan me runga ake), me te moni whiwhi mahi katoa o te 319.203 piriona yuan, he pikinga tau-ki-te-tau o te 13.56%, me te hua katoa o te 13.229 piriona yuan, he hekenga tau-ki-te-tau o te 5.33%.
I kī a Dashengda ko te pepa turanga te rauemi matua mō te hanga kātene me te pepa pepa. Neke atu i te 70% o te utu o ngā kātene i te wā pūrongo te utu mō te pepa turanga, koinei te utu whakahaere matua o te kamupene. Mai i te tau 2018, kua kaha ake te pikinga o ngā utu pepa turanga nā te pānga o te pikinga o ngā utu o ngā pepa para o te ao, te waro me ētahi atu taonga nui, me te pānga o te maha o ngā mira pepa iti me te rahi e whakawhāiti ana i te whakaputanga me te kati i raro i te pēhanga o te tiaki taiao. He pānga nui te huringa o te utu pepa turanga ki te mahi whakahaere a te kamupene. I te mea he maha ngā mira pepa iti me te rahi e akiakihia ana ki te whakawhāiti i te whakaputanga me te kati i raro i te pēhanga taiao, ā, ka whakawhāitihia anō e te whenua te kawemai o te pepa para, ka mau tonu te pēhanga nui ki te taha tuku o te pepa turanga, tera pea kāore i te taurite te whanaungatanga i waenga i te tuku me te tono, ā, tera pea ka piki ake te utu o te pepa turanga.
Ko te nuinga o ngā ahumahi tākai pepa ko te hanga pepa, te waituhi tā me ngā taputapu mīhini, ā, ko te nuinga o ngā ahumahi kai me te inu, ngā matū o ia rā, te tupeka, ngā taputapu hiko, te rongoā me ētahi atu ahumahi kaihoko nui. I ngā rauemi mata o runga, ko te pepa taketake te wāhanga nui o ngā utu whakaputa. Pouaka rā
I kōrero a Qiu Chenyang ki ngā kairīpoata, i te tau 2017, i whakaputa te Tari Matua o te Kaunihera ā-Motu i te "Mahere Whakatinanatanga mō te Ārai i te Whakaurunga o ngā Para o Tāwāhi me te Whakatairanga i te Whakahoutanga o te Pūnaha Whakahaere Kawemai Para Totoka", nā tēnei i whakawhāiti tonu te rahinga kawemai o ngā pepa para, ā, i whakawhāitihia ngā rauemi mata o ngā pepa para pepa taketake, ā, ka tīmata te piki haere o tōna utu. Kei te piki haere tonu te utu o te pepa taketake, ka nui te pēhanga utu ki ngā umanga o raro (ngā whare tākai, ngā whare tā). I te wā mai i Hanuere ki Pēpuere 2021, i piki ake te utu o te pepa taketake ahumahi i mua i te kitenga atu. Ko te pepa motuhake i piki ake i te 1000 yuan/tana, ā, ko ngā momo pepa takitahi i piki ake i te 3000 yuan/tana i te wā kotahi.
I kī a Qiu Chenyang ko te mekameka umanga tākai hua pepa he mea e tohuhia ana e te "kukū o runga me te horapa o raro". pouaka tiakarete
Ki tā Qiu Chenyang tirohanga, he tino pokapū te umanga pepa o runga. He nui te wāhi mākete o ngā umanga nunui pērā i a Jiulong Paper (02689. HK) me Chenming Paper (000488. SZ). He kaha tō rātou mana whiriwhiri, ā, he ngāwari ki te whakawhiti i te mōrearea utu o ngā pepa para me ngā rauemi mata waro ki ngā umanga takai o raro. He whānuitia ngā umanga e kapi ana i te umanga o raro. Tata ki ngā umanga hanga taonga kaihoko katoa e hiahia ana ki ngā umanga takai hei hononga tautoko i roto i te mekameka tuku. I raro i te tauira pakihi tuku iho, tata kore te umanga takai hua pepa e whakawhirinaki ki tētahi umanga o raro. Nō reira, he ngoikore te mana whiriwhiri o ngā umanga takai o waenganui i roto i te mekameka ahumahi katoa. Pouaka kai
Wā tuku: Hui-tanguru-09-2023
