Indasitiri yekurongedza mapepa iri kudiwa zvakanyanya, uye mabhizinesi akawedzera kugadzirwa kuti atore musika.
Nekushandiswa kwe "mutemo wepurasitiki" pamwe nemamwe marongero, indasitiri yekurongedza mapepa ine kudiwa kukuru, uye vagadziri vemapepa vari kuunganidza mari kuburikidza nemusika wemari yekuwedzera kugona kwekugadzira. Bhokisi repepa
Munguva pfupi yapfuura, mutungamiri wepakeji yemapepa muChina, Dashengda (603687. SH) akagamuchira mhinduro kubva kuCSRC. Dashengda anoronga kuunganidza mari isingapfuure mamiriyoni mazana matanhatu nemakumi mashanu panguva ino yekudyara mumapurojekiti akadai seR&D yakangwara uye base yekugadzira midziyo yekudyara inogadzirwa ne pulp molded Environmental-friendly. Kwete izvozvo chete, mutori wenhau weChina Business News akaonawo kuti kubva gore rino, makambani mazhinji epakeji yemapepa ari kumhanyira kuIPO kuti apedzise hurongwa hwekuwedzera kugona nerubatsiro rwemusika wemari. Musi wa12 Chikunguru, Fujian Nanwang Environmental Protection Technology Co., Ltd. (inozonzi "Nanwang Technology") yakaendesa gwaro rekunyorera reprospectus yekutanga kupa migove paGEM. Panguva ino, inoronga kuunganidza mamiriyoni mazana matanhatu nemakumi maviri nemanomwe emayuan, kunyanya kumapurojekiti epakeji yemapepa. bhegi repepa
Muhurukuro nevatori venhau, vanhu veDashengda vakati mumakore achangopfuura, kushandiswa kwe "plastic restriction order" nedzimwe mitemo kwakawedzera kudiwa kweindasitiri yese yekurongedza mapepa. Panguva imwe chete, sekambani inotungamira muindasitiri iyi, kambani iyi ine simba rakazara, uye kuwedzera nekuvandudza purofiti zvinoenderana nezvinangwa zvekambani zvekusimudzira kwenguva refu.
Qiu Chenyang, muongorori weChina Research Puhua, akaudza vatori venhau kuti indasitiri iyi yave ichiwedzera kugona kwayo kugadzira zvinhu, izvo zvinoratidza kuti makambani ane tariro huru yeramangwana remusika. Ingave iri kukura nekukurumidza kwehupfumi hwenyika, kutengeswa kwezvinhu kunze kwenyika, kukura kwekutengeserana kwepamhepo mune ramangwana, kana kuitwa kwemutemo we "plastic restriction order", zvichapa kudiwa kukuru kwemusika. Zvichibva pane izvi, makambani anotungamira muindasitiri iyi achawedzera mugove wavo wemusika, kuchengetedza makwikwi emusika uye kuwana hupfumi hwenyika nekuwedzera huwandu hwekudyara.
Mitemo inosimudzira kudiwa kwemusika bhokisi rechipo
Sekureva kweruzivo rweveruzhinji, Dashengda inonyanya kuita tsvakurudzo nekugadzira, kugadzira, kudhinda nekutengesa zvigadzirwa zvemapepa ekurongedza. Zvigadzirwa zvayo zvinosanganisira makatoni, makadhibhodhi, mabhokisi ewaini emhando yepamusoro, zviratidzo zvefodya, nezvimwewo, pamwe nekupa mhinduro dzakakwana dzemapepa ekurongedza, kutsvagisa nekugadzira, kuyedza, kugadzira, kutarisira zvinhu, kutakura zvinhu uye kugovera.bhokisi refodya
Kurongedza mapepa zvinoreva kurongedza zvinhu zvakagadzirwa nepepa ne pulp sezvinhu zvikuru zvinoshandiswa. Zvine simba guru, hunyoro hushoma, hazvipindi mvura yakawanda, hazvina ngura, uye hazvipindi mvura. Uyezve, pepa rinoshandiswa pakurongedza chikafu rinodawo hutsanana, kusabereka, uye tsvina isina kusvibiswa.kurongedza hemp
Pasi pemutemo we "plastic restriction order", "Opinions on Accelerating the Green Transformation of Express Packaging", uye "Notice on Printing and Distributing the" Fourteenth Five-Year Plan "plastic pollution control action plan", kudiwa kwezvinhu zvakagadzirwa nemapepa kunotarisirwa kuwedzera zvakanyanya. Bhokisi refodya
Qiu Chenyang akaudza vatori venhau kuti nekuvandudzika kweruzivo rwevanhu nezvekuchengetedzwa kwezvakatipoteredza, nyika zhinji dzakaburitsa "mirairo yekurambidza purasitiki" kana "mirairo yekurambidza purasitiki". Semuenzaniso, New York State yeUnited States yakatanga kushandisa "mirairo yekurambidza purasitiki" musi wa1 Kurume, 2020; Nyika dziri nhengo dzeEU dzicharambidza kushandiswa kwezvigadzirwa zvepurasitiki zvinoraswa kubva muna 2021; China yakaburitsa Opinions on Further Strengthening the Treatment of Plastic Pollution muna Ndira 2020, uye yakakurudzira kuti panosvika 2020, ichange ichitungamira mukurambidza nekurambidza kugadzirwa, kutengeswa nekushandiswa kwezvimwe zvigadzirwa zvepurasitiki mune dzimwe nzvimbo nenzvimbo.kurongedza vape
Kushandiswa kwezvigadzirwa zvepurasitiki muhupenyu hwezuva nezuva kwava kushoma zvishoma nezvishoma, uye kurongedza kwakasvibirira kuchava kufambira mberi kukuru muindasitiri yekurongedza. Zvikuru sei, makadhibhodhi emhando yepamusoro, mabhokisi ekudya epurasitiki asingakuvadzi nharaunda, nezvimwewo zvichabatsirwa nekurambidzwa zvishoma nezvishoma kushandiswa kwemidziyo yepurasitiki inoraswa uye kuwedzera kwekudiwa; Mabhegi ejira ekuchengetedza nharaunda, mabhegi epepa, nezvimwewo zvichabatsirwa nezvinodiwa nemutemo uye zvichakurudzirwa muzvitoro zvikuru, masupamaketi, mapharmacy, zvitoro zvemabhuku nedzimwe nzvimbo; Kurongedza mabhokisi ekongiri kwakabatsirwa nekurambidzwa kushandiswa kwepurasitiki inoputika.
Kutaura zvazviri, kudiwa kwemapepa ekurongedza hakuparadzaniswi nekuchinja kwezvinodiwa nemaindasitiri evatengi vari pasi penyika. Mumakore achangopfuura, chikafu, zvinwiwa, midziyo yemumba, midziyo yekutaurirana nedzimwe nzvimbo dzakaratidza kubudirira kukuru, zvichikonzera kukura kweindasitiri yekurongedza mapepa. Bhokisi rekutumira tsamba
Vakanganiswa neizvi, Dashengda yakawana mari yekushandisa inosvika mabhiriyoni 1.664 eyuan muna 2021, kuwedzera kwe23.2% pagore; Muzvikamu zvitatu zvekutanga zvegore ra2022, mari yakawanikwa yekushandisa yaive mabhiriyoni 1.468 eyuan, yakakwira ne25.96% pagore. Jinjia Shares (002191. SZ) yakawana mari inosvika mabhiriyoni 5.067 eyuan muna 2021, kuwedzera kwe20.89% pagore. Mari yayo huru muzvikamu zvitatu zvekutanga zvegore ra2022 yaive mabhiriyoni 3.942 eyuan, kuwedzera kwe8% pagore. Mari yekushanda yeHexing Packaging (002228. SZ) muna 2021 yaive mabhiriyoni 17.549 eyuan, yakakwira ne46.16% pagore. Bhokisi rezvekudya zvemhuka dzinovaraidza
Qiu Chenyang akaudza vatori venhau kuti mumakore achangopfuura, nekutamiswa zvishoma nezvishoma kweindasitiri yepasi rose yekurongedza kuenda kunyika dziri kusimukira nenzvimbo dzinomiririrwa neChina, indasitiri yekurongedza zvigadzirwa zvemapepa muChina yave kuzivikanwa zvakanyanya muindasitiri yepasi rose yekurongedza mapepa, uye yave nyika inokosha inopa zvigadzirwa zvemapepa pasi rose, nekuwedzera kwehuwandu hwezvinhu zvinotengeswa kunze kwenyika.
Zvichienderana nehuwandu hweChina Packaging Federation, muna 2018, huwandu hwese hwezvinhu zvinopinzwa nekutengeswa kunze kwenyika muindasitiri yekurongedza mapepa muChina hwaive US $5.628 bhiriyoni, hwakawedzera ne15.45% pagore, huwandu hwezvinhu zvinopinzwa kunze hwaive US $5.477 bhiriyoni, hwakawedzera ne15.89% pagore; Muna 2019, huwandu hwese hwezvinhu zvinopinzwa nekutengeswa kunze kwenyika muindasitiri yekurongedza mapepa muChina hwaive US $6.509 bhiriyoni, huwandu hwezvinhu zvinopinzwa kunze hwaive US $6.354 bhiriyoni, hwakawedzera ne16.01% pagore; Muna 2020, huwandu hwese hwezvinhu zvinopinzwa nekutengeswa kunze kwenyika muindasitiri yekurongedza mapepa muChina hwaive US $6.760 bhiriyoni, huwandu hwezvinhu zvinopinzwa kunze hwaive US $6.613 bhiriyoni, hwakawedzera ne4.08% pagore. Muna 2021, huwandu hwese hwezvinhu zvinopinzwa nekutengeswa kunze kwenyika muindasitiri yekurongedza zvigadzirwa zvemapepa muChina huchava US$8.840 bhiriyoni, uye huwandu hwezvinhu zvinopinzwa kunze huchava US$8.669 bhiriyoni, zvichikwira ne31.09% pagore. Bhokisi rekurongedza remaruva
Kuwanda kwevanhu mumaindasitiri kuri kuramba kuchiwedzera
Zvichitevera kudiwa kukuru kwezvigadzirwa, makambani ekugadzira mapepa ari kuwedzerawo kugona kwawo kugadzira, uye huwandu hwevanhu vari muindasitiri iyi huri kuramba huchiwedzera. Bhokisi refodya
Musi wa21 Chikunguru, Dashengda yakaburitsa hurongwa hwekupa migove isiri yeruzhinji, ine huwandu hwemamiriyoni mazana matanhatu nemakumi mashanu eyuan huchaunganidzwa. Mari iyi ichaiswa muchirongwa chekuongorora nekukudziridza nharaunda chemidziyo yekudzivirira nharaunda yakagadzirwa nepulp molded, chirongwa chekuvaka bhokisi rewaini reGuizhou Renhuai Baisheng pamwe nemari yekuwedzera. Pakati pazvo, chirongwa chekuongorora nekukudziridza nharaunda chakangwara uye chigadziko chemidziyo yekudya inochengetedza nharaunda yakagadzirwa nepulp-molded chichava nehukuru hwekugadzira hunosvika matani zviuru zvitatu zvemidziyo yekudya inochengetedza nharaunda yakagadzirwa nepulp-molded gore rega rega. Mushure mekupedzwa kwechirongwa chekuvaka bhokisi rewaini reGuizhou Renhuai Baisheng Intelligent Paper Wine Box Production Base, huwandu hwemabhokisi ewaini akanaka mamiriyoni makumi matatu nematatu nemabhokisi emakadhi mamiriyoni makumi maviri nemana huchawanikwa pagore.
Pamusoro pezvo, Nanwang Technology iri kumhanyira kuIPO paGEM. Sekureva kweprospectus, Nanwang Technology inoronga kuunganidza mamiriyoni mazana matanhatu nemakumi maviri nemanomwe eyuan kuti inyoreswe muGEM. Pakati pawo, mamiriyoni mazana matatu nemakumi masere nemapfumbamwe eyuan akashandiswa pakuvaka mafekitori ekugadzira zvigadzirwa zvemapepa zvine girini uye zvine hushamwari nenharaunda anosvika mabhiriyoni maviri nemakumi maviri nemakumi mana nemanomwe eyuan uye mamiriyoni mazana maviri nemakumi matatu nemasere eyuan akashandiswa pakugadzira nekurongedza zvigadzirwa zvemapepa.
Dashengda akati chirongwa ichi chaive nechinangwa chekuwedzera bhizinesi rekambani remidziyo yekudya yekudzivirira zvakatipoteredza, kuwedzera bhizinesi rekugadzira waini, kupfumisa bhizinesi rezvigadzirwa zvekambani uye kuvandudza purofiti yekambani.
Mumwe munhu anoona nezvemukati mekambani iyi akaudza mutori wenhau kuti makambani emhando yepamusoro neakakwirira ane hunyanzvi hwakati wandei muindasitiri iyi ane chimwe chezvinangwa zvikuru zvekuwedzera huwandu hwekugadzira nekutengesa uye kuwedzera mugove wemusika.
Nekuda kwekusapinda kwakaderera kwevagadziri vemapepa muChina pamwe nemaindasitiri akasiyana-siyana ari pasi pemvura, mafekitori madiki akawanda emakatoni anoenderana nezvinodiwa munharaunda kuti ararame, uye kune mafekitori akawanda madiki nepakati emakatoni ari pasi peindasitiri, zvichigadzira maitiro eindasitiri akakamurwa zvikuru.
Parizvino, kune makambani anopfuura 2000 ari pamusoro pehukuru hwakatarwa muindasitiri yekurongedza zvigadzirwa zvemapepa yemuno, mazhinji acho ari madiki nepakati. Kunyangwe mushure memakore ekuvandudzwa, makambani akawanda ekugadzira makuru uye epamusoro-soro akabuda muindasitiri, kubva pamaonero ese, huwandu hweindasitiri yekurongedza zvigadzirwa zvemapepa huchiri pasi, uye makwikwi eindasitiri akasimba, zvichigadzira patani yemusika inokwikwidzana zvizere.
Vanhu vari pamusoro apa vakati kuti vakwanise kugadzirisa makwikwi emusika ari kuramba achikura, makambani anobatsira muindasitiri akaramba achiwedzera huwandu hwekugadzira kana kuita kugadzirisa nekugadzirisa, achitevera nzira yekukura uye kukura kwakasimba, uye huwandu hwemakambani hwakaramba huchiwedzera.
Kumanikidzwa kwakawedzera kwemitengo
Mutori wenhau akataura kuti kunyangwe kudiwa kweindasitiri yekurongedza mapepa kwakawedzera mumakore achangopfuura, purofiti yeindasitiri yadzikira.
Sekureva kwemushumo wezvemari, kubva muna 2019 kusvika 2021, purofiti yaDashengda yakabva kukambani huru mushure mekubvisa mari isiri yemuhoro yaive mamiriyoni makumi masere nemaviri eyuan, mamiriyoni makumi matatu nemasere eyuan uye mamiriyoni makumi matanhatu nerimwe eyuan zvichiteerana. Hazvina kuoma kuona kubva mudata kuti purofiti yaDashengda yakaderera mumakore achangopfuura.bhokisi rekeke
Pamusoro pezvo, zvichienderana neprospectus yeNanwang Technology, kubva muna 2019 kusvika 2021, purofiti yese yebhizinesi guru rekambani yaive 26.91%, 21.06% uye 19.14% zvichiteerana, zvichiratidza kudzikira kwegore negore. Avhareji yepurofiti yese yemakambani gumi akafanana muindasitiri imwe chete yaive 27.88%, 25.97% uye 22.07% zvichiteerana, izvo zvakaratidzawo kudzikira.Bhokisi remaswiti
Sekureva kweOverview of the Operation of the National Paper and Paperboard Container Industry muna 2021 yakaburitswa neChina Packaging Federation, muna 2021, kwaive nemabhizinesi 2517 ari pamusoro pehukuru hwakatarwa muindasitiri yemakontena emapepa nemapepa eChina (masangano ese epamutemo emaindasitiri ane mari yekushanda yegore negore ye20 miriyoni yuan zvichikwira), nemari yekushanda inosvika 319.203 bhiriyoni yuan, kuwedzera kwegore negore kwe13.56%, uye purofiti yese ye13.229 bhiriyoni yuan, kudzikira kwegore negore kwe5.33%.
Dashengda akati zvinhu zvikuru zvekugadzira makatoni nebhodhi remapepa zvaive bepa repasi. Mutengo wepepa repasi waipfuura 70% yemutengo wemakatoni epasi rose panguva yekunyora, iyo yaive mari huru yekushanda kwekambani. Kubva muna 2018, kuchinja kwemitengo yemapepa epasi rose kwakawedzera nekuda kwekukwira kwemitengo yemapepa epasi rose, marasha nezvimwe zvinhu zvakawanda, pamwe nekukanganiswa kwenhamba huru yemapepa madiki nepakati anoderedza kugadzirwa nekuvharwa pasi pekumanikidzwa kwekuchengetedzwa kwezvakatipoteredza. Kuchinja kwemutengo wemapepa epasi kune kukanganisa kukuru pakushanda kwekambani. Sezvo nhamba huru yemapepa madiki nepakati achimanikidzwa kuganhurira kugadzirwa nekuvharwa pasi pekumanikidzwa kwezvakatipoteredza, uye nyika ichiramba ichiganhurira kupinzwa kwepepa repasi, divi rekupihwa kwepepa repasi richaramba richine kumanikidzwa kukuru, hukama pakati pekupihwa nekudiwa hunogona kunge huchiri kusaenzana, uye mutengo wemapepa epasi unogona kukwira.
Chikamu chepamusoro cheindasitiri yekurongedza zvigadzirwa zvemapepa chinonyanya kugadzirwa nemapepa, inki yekudhinda nemidziyo yemakanika, uye chikamu chepamusoro chinonyanya kugadzirwa nechikafu nezvinwiwa, zvigadzirwa zvemakemikari zvezuva nezuva, fodya, midziyo yemagetsi, mishonga nedzimwe indasitiri huru dzevatengi. Muzvinhu zvekugadzira zvepanyika, pepa rekutanga rinobhadhara mari yakawanda yekugadzira. Bhokisi remazuva
Qiu Chenyang akaudza vatori venhau kuti muna 2017, Hofisi yeHurumende yeHurumende yakaburitsa "Implementation Plan on Prohibiting the Entry of Foreign Waste and Promoting the Reform of the Solid Waste Import Management System", iyo yakaita kuti huwandu hwemapepa emarara apinzwa munyika hurambe hwakasimba, uye zvinhu zvakagadzirwa nemapepa emarara apinzwa munyika zvakaderedzwa, uye mutengo waro wakatanga kukwira zvachose. Mutengo wemapepa emarara unoramba uchikwira, zvichikonzera kumanikidzwa kukuru kwemitengo kumabhizinesi ari pasi pemvura (mafekitori ekurongedza, mafekitori ekudhinda). Munguva kubva muna Ndira kusvika Kukadzi 2021, mutengo wemapepa emarara apinzwa munyika wakakwira zvisingaite. Mapepa akakosha anowanzo kukwira ne1000 yuan/ton, uye mhando dzemapepa ega ega dzakatokwira ne3000 yuan/ton panguva imwe chete.
Qiu Chenyang akati indasitiri yekurongedza zvigadzirwa zvemapepa inowanzoonekwa ne "kukwira kwehuwandu hwezvinhu uye kupararira kwehuwandu hwezvinhu". bhokisi rechokoreti
Mukuona kwaQiu Chenyang, indasitiri yemapepa iri kumusoro ine nzvimbo yakakura. Makambani makuru akadai seJiulong Paper (02689. HK) neChenming Paper (000488. SZ) akatora chikamu chikuru chemusika. Simba ravo rekutaurirana rakasimba uye zviri nyore kutamisa njodzi yemitengo yemapepa asina kuchena uye zvinhu zvemarasha kumakambani ekurongedza ari pasi. Indasitiri iri pasi inofukidza maindasitiri akasiyana-siyana. Maindasitiri ese ekugadzira zvinhu zvevatengi anoda mabhizinesi ekurongedza seanotsigira muketani yekugovera. Pasi pemuenzaniso webhizinesi rekare, indasitiri yekurongedza zvigadzirwa zvemapepa haimbovimbi neindasitiri chaiyo iri pasi. Naizvozvo, mabhizinesi ekurongedza ari pakati ane simba rakaderera rekutaurirana muketani yese yemaindasitiri. Bhokisi rezvekudya
Nguva yekutumira: Kukadzi-09-2023
