Makampani opanga mapepala akufunidwa kwambiri, ndipo mabizinesi akulitsa kupanga kuti agule msika.

Makampani opanga mapepala akufunidwa kwambiri, ndipo mabizinesi akulitsa kupanga kuti agule msika.

Ndi kukhazikitsidwa kwa "lamulo loletsa pulasitiki" ndi mfundo zina, makampani opanga mapepala akufunidwa kwambiri, ndipo opanga mapepala akusonkhanitsa ndalama kudzera mumsika wamalonda kuti akulitse mphamvu zopangira. Bokosi la pepala

Posachedwapa, mtsogoleri wa mapepala ku China, Dashengda (603687. SH), adalandira ndemanga kuchokera ku CSRC. Dashengda akukonzekera kupeza ndalama zosapitirira 650 miliyoni yuan nthawi ino kuti agulitse ndalama m'mapulojekiti monga kafukufuku wanzeru ndi chitukuko komanso maziko opanga mbale zosungiramo zinthu zachilengedwe. Sikuti zokhazo, mtolankhani wa China Business News adazindikiranso kuti kuyambira chaka chino, makampani ambiri opanga mapepala akuthamangira ku IPO kuti amalize njira yowonjezera mphamvu mothandizidwa ndi msika wamalonda. Pa Julayi 12, Fujian Nanwang Environmental Protection Technology Co., Ltd. (yomwe tsopano ikutchedwa "Nanwang Technology") idapereka fomu yofunsira chikalata choyambira kupereka magawo pagulu pa GEM. Nthawi ino, ikukonzekera kupeza 627 miliyoni yuan, makamaka pa ntchito zopangira mapepala. chikwama cha pepala

Mu kuyankhulana ndi atolankhani, anthu a ku Dashengda adati m'zaka zaposachedwa, kukhazikitsidwa kwa "lamulo loletsa pulasitiki" ndi mfundo zina kwawonjezera kufunikira kwa makampani onse opaka mapepala. Nthawi yomweyo, monga kampani yotsogola mumakampani, kampaniyo ili ndi mphamvu zambiri, ndipo kukulitsa ndi kukonza phindu kukugwirizana ndi zolinga za kampani zachitukuko cha nthawi yayitali.

Qiu Chenyang, wofufuza wa China Research Puhua, adauza atolankhani kuti makampaniwa akhala akuwonjezera mphamvu zopangira, zomwe zikusonyeza kuti mabizinesi ali ndi ziyembekezo zabwino kwambiri za tsogolo la msika. Kaya ndi chitukuko chachuma cha dziko, kutumiza zinthu kunja, chitukuko cha malonda apaintaneti mtsogolo, kapena kukhazikitsa mfundo ya "pulasitiki restriction order", izi zipereka kufunikira kwakukulu pamsika. Kutengera izi, mabizinesi otsogola mumakampaniwa adzawonjezera gawo lawo pamsika, kusunga mpikisano pamsika ndikukwaniritsa chuma chambiri powonjezera kukula kwa ndalama.

Ndondomeko zimalimbikitsa kufunikira kwa msika bokosi la mphatso

Malinga ndi chidziwitso cha anthu onse, Dashengda imagwira ntchito makamaka pa kafukufuku ndi chitukuko, kupanga, kusindikiza ndi kugulitsa zinthu zonyamula mapepala. Zogulitsa zake zimaphatikizapo makatoni opangidwa ndi zikopa, makatoni, mabokosi a vinyo, zizindikiro za ndudu, ndi zina zotero, komanso kupereka mayankho athunthu a mapepala onyamula mapepala kuti apange mapangidwe, kafukufuku ndi chitukuko, kuyesa, kupanga, kuyang'anira zinthu, kayendetsedwe ka zinthu ndi kugawa.bokosi la ndudu

Kupaka mapepala kumatanthauza kuyika zinthu zopangidwa ndi mapepala ndi zamkati ngati zinthu zazikulu zopangira. Kuli ndi mphamvu zambiri, chinyezi chochepa, kulola madzi kulowa mosavuta, kulibe dzimbiri, komanso kukana madzi. Kuphatikiza apo, mapepala omwe amagwiritsidwa ntchito popaka chakudya amafunikanso ukhondo, kusabala, komanso zinyalala zopanda kuipitsa.phukusi la hemp

Motsogozedwa ndi mfundo za "lamulo loletsa pulasitiki", "Maganizo Okhudza Kufulumizitsa Kusintha Kobiriwira kwa Mapaketi Othamanga", ndi "Chidziwitso pa Kusindikiza ndi Kugawa" Ndondomeko ya Zaka Zisanu ndi Zinayi "ndondomeko yowongolera kuipitsidwa kwa pulasitiki", kufunikira kwa zinthu zopangidwa ndi mapepala kukuyembekezeka kukwera kwambiri. Bokosi la fodya

Qiu Chenyang adauza atolankhani kuti chifukwa cha kukwera kwa chidziwitso cha anthu pankhani yoteteza chilengedwe, mayiko ambiri apereka "malamulo oletsa kugwiritsa ntchito pulasitiki" kapena "malamulo oletsa kugwiritsa ntchito pulasitiki". Mwachitsanzo, New York State ku United States idayamba kugwiritsa ntchito "lamulo loletsa kugwiritsa ntchito pulasitiki" pa Marichi 1, 2020; Mayiko omwe ali mamembala a EU adzaletsa kugwiritsa ntchito zinthu zapulasitiki zomwe zingagwiritsidwe ntchito nthawi imodzi kuyambira 2021; China idapereka Maganizo Okhudza Kulimbitsanso Chithandizo cha Kuipitsidwa kwa Pulasitiki mu Januwale 2020, ndipo idapereka lingaliro lakuti pofika chaka cha 2020, idzatsogolera pakuletsa ndi kuletsa kupanga, kugulitsa ndi kugwiritsa ntchito zinthu zina zapulasitiki m'madera ndi madera ena.phukusi la vape

Kugwiritsa ntchito zinthu zapulasitiki tsiku ndi tsiku kumakhala kochepa pang'onopang'ono, ndipo ma CD obiriwira adzakhala njira yofunika kwambiri yopititsira patsogolo makampani opaka. Makamaka, makatoni ophikira chakudya, mabokosi a nkhomaliro a mapepala ndi pulasitiki osawononga chilengedwe, ndi zina zotero zidzapindula ndi kuletsa pang'onopang'ono kugwiritsa ntchito matebulo apulasitiki otayidwa ndi kufunikira kwakukulu; Matumba a nsalu zoteteza chilengedwe, matumba a mapepala, ndi zina zotero zidzapindula ndi zofunikira za mfundozo ndipo zidzalengezedwa m'masitolo akuluakulu, m'masitolo akuluakulu, m'mafakitale, m'masitolo ogulitsa mabuku ndi m'malo ena; Ma CD opaka mabotolo a pulasitiki opangidwa ndi corrugated adapindula ndi kuletsa kugwiritsa ntchito ma CD opaka pulasitiki othamanga.

Ndipotu, kufunikira kwa mapepala opaka sikusiyana ndi kusintha kwa kufunikira kwa mafakitale ogulitsa omwe ali m'derali. M'zaka zaposachedwapa, chakudya, zakumwa, zida zapakhomo, zida zolumikizirana ndi mafakitale ena awonetsa kutukuka kwakukulu, zomwe zapangitsa kuti makampani opaka mapepala azikula. Bokosi la makalata

Atakhudzidwa ndi izi, Dashengda adapeza ndalama zogwirira ntchito zokwana pafupifupi 1.664 biliyoni yuan mu 2021, kuwonjezeka kwa 23.2% pachaka; M'magawo atatu oyamba a 2022, ndalama zogwirira ntchito zomwe zinapezeka zinali 1.468 biliyoni yuan, kuwonjezeka ndi 25.96% pachaka. Jinjia Shares (002191. SZ) adapeza ndalama zokwana 5.067 biliyoni yuan mu 2021, kuwonjezeka kwa 20.89% pachaka. Ndalama zake zazikulu m'magawo atatu oyamba a 2022 zinali 3.942 biliyoni yuan, kuwonjezeka kwa 8% pachaka. Ndalama zogwirira ntchito za Hexing Packaging (002228. SZ) mu 2021 zinali pafupifupi 17.549 biliyoni yuan, kuwonjezeka ndi 46.16% pachaka. Bokosi la chakudya cha ziweto

Qiu Chenyang adauza atolankhani kuti m'zaka zaposachedwa, chifukwa cha kusamutsidwa pang'onopang'ono kwa makampani opanga mapepala padziko lonse lapansi kupita kumayiko ndi madera omwe akutukuka kumene omwe akuimiridwa ndi China, makampani opanga mapepala ku China akhala otchuka kwambiri mumakampani opanga mapepala padziko lonse lapansi, ndipo akhala dziko lofunika kwambiri lopereka mapepala padziko lonse lapansi, ndipo kuchuluka kwa zinthu zotumizira kunja kukukulirakulira.

Malinga ndi ziwerengero za China Packaging Federation, mu 2018, kuchuluka konse kwa makampani opaka mapepala ku China komwe kumatumizidwa kunja kunali US $5.628 biliyoni, kukwera ndi 15.45% pachaka, komwe kuchuluka kwa malonda otumizidwa kunja kunali US $5.477 biliyoni, kukwera ndi 15.89% pachaka; Mu 2019, kuchuluka konse kwa makampani opaka mapepala ku China komwe kumatumizidwa kunja kunali US $6.509 biliyoni, komwe kuchuluka kwa malonda otumizidwa kunja kunali US $6.354 biliyoni, kukwera ndi 16.01% pachaka; Mu 2020, kuchuluka konse kwa makampani opaka mapepala ku China komwe kumatumizidwa kunja kunali US $6.760 biliyoni, komwe kuchuluka kwa malonda otumizidwa kunja kunali US $6.613 biliyoni, kukwera ndi 4.08% pachaka. Mu 2021, kuchuluka konse kwa malonda otumiza ndi kutumiza kunja kwa zinthu zapepala ku China kudzakhala US $8.840 biliyoni, ndipo kuchuluka kwa zinthu zotumizira kunja kudzakhala US $8.669 biliyoni, zomwe zidzakwera ndi 31.09% pachaka. Bokosi lolongedza maluwa

Kuchuluka kwa makampani kukupitirirabe kukwera

Chifukwa cha kufunikira kwakukulu kwa zinthu zopangidwa ndi mapepala, makampani opanga mapepala akuwonjezeranso mphamvu zawo zopangira, ndipo kuchuluka kwa anthu omwe amagulitsa zinthuzi kukupitirirabe kukwera. Bokosi la ndudu

Pa Julayi 21, Dashengda adapereka dongosolo lopereka magawo kwa anthu onse, ndi ndalama zokwana 650 miliyoni za yuan zomwe zisonkhanitsidwe. Ndalama zomwe zasonkhanitsidwa zidzagwiritsidwa ntchito mu projekiti yanzeru ya R&D ndi projekiti yoyambira yopanga mbale zoteteza chilengedwe, projekiti yomanga bokosi la vinyo la Guizhou Renhuai Baisheng komanso ndalama zina zowonjezera. Pakati pa izi, projekiti yanzeru ya R&D ndi projekiti yoyambira yopanga mbale zoteteza chilengedwe zidzakhala ndi mphamvu yokwana matani 30000 a mbale zotetezera chilengedwe chaka chilichonse. Pulojekiti yomanga Guizhou Renhuai Baisheng Intelligent Paper Wine Box Production Base ikatha, ndalama zokwana mabokosi 33 miliyoni a vinyo wabwino ndi mabokosi 24 miliyoni a makadi zidzapezeka pachaka.

Kuphatikiza apo, Nanwang Technology ikuthamangira ku IPO pa GEM. Malinga ndi lipotilo, Nanwang Technology ikukonzekera kusonkhanitsa ma yuan 627 miliyoni kuti agulitsidwe pa mndandanda wa GEM. Pakati pawo, ma yuan 389 miliyoni adagwiritsidwa ntchito pomanga mafakitale anzeru opanga mapepala obiriwira komanso osawononga chilengedwe okwana 2.247 biliyoni ndipo ma yuan 238 miliyoni adagwiritsidwa ntchito popanga ndi kugulitsa zinthu zamapepala.

Dashengda adati pulojekitiyi cholinga chake chinali kuwonjezera bizinesi ya kampaniyo yoteteza chilengedwe, kukulitsa bizinesi ya phukusi la vinyo, kukulitsa bizinesi ya malonda a kampaniyo ndikuwonjezera phindu la kampaniyo.

Munthu wina wachinsinsi anauza mtolankhaniyo kuti makampani apakatikati ndi apamwamba okhala ndi ma corrugated box okhala ndi kukula ndi mphamvu zina mumakampaniwa ali ndi cholinga chimodzi chachikulu chokulitsa kukula kwa kupanga ndi kutsatsa ndikuwonjezera gawo la msika.

Chifukwa cha kuchuluka kochepa kwa makampani opanga mapepala ku China komanso mafakitale osiyanasiyana, mafakitale ambiri ang'onoang'ono a makatoni amadalira kufunikira kwa anthu am'deralo kuti apulumuke, ndipo pali mafakitale ambiri ang'onoang'ono ndi apakatikati a makatoni omwe ali m'makampani otsika kwambiri, zomwe zimapangitsa kuti makampaniwa akhale ogawanika kwambiri.

Pakadali pano, pali makampani opitilira 2000 opitilira kukula koyenera mumakampani opanga mapepala apakhomo, ambiri mwa iwo ndi ang'onoang'ono ndi apakatikati. Ngakhale kuti patatha zaka zambiri za chitukuko, makampani ambiri opanga zinthu zazikulu komanso zapamwamba kwambiri atuluka mumakampaniwa, malinga ndi malingaliro onse, kuchuluka kwa makampani opanga mapepala akadali kochepa, ndipo mpikisano wamakampaniwo ndi waukulu, zomwe zimapangitsa kuti msika ukhale wopikisana mokwanira.

Anthu omwe ali mkati mwa nkhaniyi anati kuti athane ndi mpikisano waukulu wa msika, mabizinesi opindulitsa mumakampaniwa adapitiliza kukulitsa kukula kwa kupanga kapena kuchita kukonzanso ndi kuphatikizana, kutsatira njira yokulirakulira komanso chitukuko champhamvu, ndipo kuchuluka kwa makampaniwa kudapitilira kuwonjezeka.

Kukwera kwa kupsinjika kwa mtengo

Mtolankhaniyo adati ngakhale kuti kufunikira kwa makampani opanga mapepala kwawonjezeka m'zaka zaposachedwa, phindu la makampaniwa latsika.

Malinga ndi lipoti la zachuma, kuyambira 2019 mpaka 2021, phindu lonse la Dashengda lomwe linachokera ku kampani yayikulu pambuyo pochotsa ndalama zomwe sizinali za kampaniyo linali 82 miliyoni yuan, 38 miliyoni yuan ndi 61 miliyoni yuan motsatana. N'zosavuta kuona kuchokera ku deta kuti phindu lonse la Dashengda latsika m'zaka zaposachedwa.bokosi la keke

Kuphatikiza apo, malinga ndi lipoti la Nanwang Technology, kuyambira 2019 mpaka 2021, phindu lonse la bizinesi yayikulu ya kampaniyo linali 26.91%, 21.06% ndi 19.14% motsatana, zomwe zikuwonetsa kutsika kwachuma chaka ndi chaka. Chiwongola dzanja chapakati cha makampani 10 ofanana mumakampani omwewo chinali 27.88%, 25.97% ndi 22.07% motsatana, zomwe zidawonetsanso kutsika kwachuma.Bokosi la maswiti

Malinga ndi Overview of the Operation of the National Paper and Paperboard Container Industry mu 2021 yotulutsidwa ndi China Packaging Federation, mu 2021, panali mabizinesi 2517 opitilira kukula komwe kwatchulidwa mumakampani opanga mapepala ndi ma paperboard ku China (mabungwe onse ovomerezeka amakampani omwe amapeza ndalama zokwana 20 miliyoni yuan pachaka ndi kupitirira apo), ndi ndalama zokwana 319.203 biliyoni yuan, kuwonjezeka kwa 13.56% pachaka, ndi phindu lonse la 13.229 biliyoni yuan, kuchepa kwa 5.33% pachaka.

Dashengda adati zinthu zazikulu zopangira makatoni opangidwa ndi zikopa ndi mapepala zinali mapepala oyambira. Mtengo wa pepala loyambira unali woposa 70% ya mtengo wa makatoni opangidwa ndi zikopa panthawi ya lipotilo, womwe unali mtengo waukulu wogwirira ntchito wa kampaniyo. Kuyambira mu 2018, kusinthasintha kwa mitengo ya mapepala oyambira kwawonjezeka chifukwa cha kukwera kwa mitengo ya mapepala otayira zinyalala padziko lonse lapansi, malasha ndi zinthu zina zambiri, komanso zotsatira za mafakitale ambiri ang'onoang'ono ndi apakatikati omwe amaletsa kupanga ndi kutseka chifukwa cha kukakamizidwa ndi chitetezo cha chilengedwe. Kusintha kwa mtengo wa mapepala oyambira kumakhudza kwambiri magwiridwe antchito a kampaniyo. Popeza mafakitale ambiri ang'onoang'ono ndi apakatikati amakakamizidwa kuchepetsa kupanga ndi kutseka chifukwa cha kukakamizidwa ndi chilengedwe, ndipo dzikolo likuletsanso kutumiza mapepala otayira, mbali yopereka mapepala oyambira ipitiliza kukhala ndi kukakamizidwa kwakukulu, ubale pakati pa kupereka ndi kufunikira ukhoza kukhala wosalinganika, ndipo mtengo wa mapepala oyambira ukhoza kukwera.

Makampani opanga mapepala okhala ndi zinthu zambiri monga kupanga mapepala, inki yosindikizira ndi zida zamakanika, ndipo makampani otsatirawa amakhala makamaka chakudya ndi zakumwa, mankhwala a tsiku ndi tsiku, fodya, zipangizo zamagetsi, mankhwala ndi mafakitale ena akuluakulu ogula. Mu zipangizo zopangira mapepala okhala ndi zinthu zambiri, mapepala oyambira amakhala ndi ndalama zambiri zopangira zinthu. Bokosi la masiku

Qiu Chenyang adauza atolankhani kuti mu 2017, Ofesi Yaikulu ya Bungwe la Boma idatulutsa "Ndondomeko Yoyendetsera Ntchito Yoletsa Kulowa kwa Zinyalala Zakunja ndi Kulimbikitsa Kusintha kwa Njira Yoyendetsera Zinyalala Zolimba", zomwe zidapangitsa kuti kuchuluka kwa mapepala otayira kupitirire kukulirakulira, ndipo zinthu zopangira mapepala otayira kumunsi zidachepetsedwa, ndipo mtengo wake unayamba kukwera kwambiri. Mtengo wa pepala lotayira ukupitirira kukwera, zomwe zimapangitsa kuti ndalama zambiri zikwere pamakampani otsika (mafakitale opaka, mafakitale osindikizira). Kuyambira Januwale mpaka February 2021, mtengo wa pepala lotayira kumunsi la mafakitale udakwera kwambiri. Mapepala apadera nthawi zambiri adakwera ndi 1000 yuan/tani, ndipo mitundu ya mapepala payokha idakwera ndi 3000 yuan/tani nthawi imodzi.

Qiu Chenyang adati makampani opanga mapepala nthawi zambiri amadziwika ndi "kuchuluka kwa zinthu zomwe zili m'mwamba komanso kufalikira kwa zinthu zomwe zili m'munsi." bokosi la chokoleti

Malinga ndi maganizo a Qiu Chenyang, makampani opanga mapepala apamwamba ali pakati pa makampani akuluakulu. Makampani akuluakulu monga Jiulong Paper (02689. HK) ndi Chenming Paper (000488. SZ) ali ndi gawo lalikulu pamsika. Mphamvu zawo zogulira zinthu ndi zamphamvu ndipo n'zosavuta kusamutsa chiwopsezo cha mitengo ya mapepala otayira ndi zinthu zopangira malasha kupita kumakampani opanga mapepala otsika. Makampani opanga zinthu otsika amaphimba mafakitale osiyanasiyana. Pafupifupi makampani onse opanga zinthu zofunika pakugula amafuna makampani opanga mapepala ngati maulalo othandizira mu unyolo wopereka zinthu. Pansi pa chitsanzo cha bizinesi chachikhalidwe, makampani opanga mapepala sadalira makampani enaake otsika. Chifukwa chake, makampani opanga mapepala omwe ali pakati ali ndi mphamvu zochepa zogulira zinthu mu unyolo wonse wa mafakitale. Bokosi la chakudya