Indasteri ea ho paka pampiri e na le tlhoko e matla, 'me likhoebo li atolositse tlhahiso ho hapa mmaraka
Ka ho kenya ts'ebetsong "taelo ea lithibelo tsa polasetiki" le maano a mang, indasteri ea ho paka pampiri e na le tlhokahalo e matla, 'me baetsi ba liphutheloana tsa pampiri ba bokella chelete ka' maraka oa lichelete ho atolosa bokhoni ba tlhahiso. Lebokose la pampiri
Haufinyane tjena, moetapele oa China oa ho paka pampiri Dashengda (603687. SH) o ile a fumana maikutlo ho tsoa ho CSRC.Dashengda e rera ho bokella li-yuan tse sa feteng limilione tse 650 lekhetlong lena ho tsetela mererong e kang R&D e bohlale le setsi sa tlhahiso ea lisebelisoa tsa tafole tse bōpiloeng tse bopehileng tikolohong.Eseng seo feela, moqolotsi oa litaba oa China Business News o ile a boela a hlokomela hore ho tloha selemong sena, lik'hamphani tse ngata tsa indasteri ea ho paka pampiri li potlakela ho IPO ho phethahatsa leano la ho atolosa bokhoni ka thuso ea 'maraka oa lichelete.Ka July 12, Fujian Nanwang Environmental Protection Technology Co., Ltd. (eo ka mor'a moo e bitsoang "Nanwang Technology") e ile ea kenya moralo oa kopo ea prospectus bakeng sa nyehelo ea pele ea sechaba ea likarolo ho GEM.Lekhetlong lena, e rera ho bokella li-yuan tse limilione tse 627, haholo bakeng sa merero ea ho paka lihlahisoa tsa pampiri. mokotlana oa pampiri
Puisanong le baqolotsi ba litaba, batho ba Dashengda ba boletse hore lilemong tsa morao tjena, ts'ebetsong ea "taelo ea lithibelo tsa polasetiki" le maano a mang a ekelitse tlhoko ea indasteri eohle ea ho paka pampiri.Ka nako e ts'oanang, joalo ka khoebo e etelletseng pele indastering, khamphani e na le matla a felletseng a matla, 'me katoloso le ntlafatso ea phaello li tsamaellana le sepheo sa maano a nts'etsopele ea nako e telele.
Qiu Chenyang, mofuputsi oa China Research Puhua, o ile a bolella baqolotsi ba litaba hore indasteri e ntse e eketsa matla a tlhahiso, e leng se bontšang hore likhoebo li na le litebello tse nang le tšepo bakeng sa bokamoso ba 'maraka.Ebang ke tsoelo-pele e potlakileng ea moruo oa naha, thomello ea lihlahisoa, nts'etsopele ea khoebo ea e-commerce nakong e tlang, kapa ho kenya ts'ebetsong leano la "thibelo ea polasetiki", e tla fana ka tlhokahalo e kholo ea 'maraka.Ho ipapisitsoe le sena, likhoebo tse etelletseng pele indastering li tla eketsa karolo ea tsona ea mmaraka, li boloke tlholisano ea 'maraka le ho fihlela maemo a moruo ka ho eketsa sekhahla sa matsete.
Maano a hlohlelletsa tlhoko ea 'maraka lebokose la limpho
Ho ea ka tlhahisoleseling ea sechaba, Dashengda e sebetsa haholo ho etsa lipatlisiso le nts'etsopele, tlhahiso, khatiso le thekiso ea lihlahisoa tsa ho paka pampiri.Lihlahisoa tsa eona li koahela mabokose a masenke, li-cardboard, mabokose a veine a boutique, matšoao a lisakerete, joalo-joalo, hammoho le ho fana ka litharollo tse felletseng tsa ho paka pampiri bakeng sa moralo oa liphutheloana, lipatlisiso le nts'etsopele, liteko, tlhahiso, taolo ea thepa, thepa le kabo.lebokose la koae
Ho paka pampiri ho bolela sephutheloana sa thepa se entsoeng ka pampiri le makhasi e le thepa ea mantlha e tala.E na le matla a phahameng, mongobo o tlase, ho kenella ha metsi ka tlase, ha ho kutu, le ho hanyetsa metsi ho itseng.Ho feta moo, pampiri e sebelisetsoang ho paka lijo e boetse e hloka bohloeki, bohloeki le litšila tse se nang tšilafalo.sephutheloana sa hemp
Tlas'a tataiso ea leano la "taelo ea lithibelo tsa polasetiki", "Maikutlo a ho Potlakisa Phetoho e Tala ea Express Packaging", le "Tsebiso mabapi le ho Hatisa le ho Abela" Leano la Lilemo tse Leshome le Metso e Mehlano "leano la ts'ebetso ea taolo ea tšilafalo ea polasetiki", tlhokahalo. bakeng sa lihlahisoa tse entsoeng ka pampiri li lebeletsoe ho phahama haholo. Lebokose la koae
Qiu Chenyang o ile a bolella baqolotsi ba litaba hore ka ntlafatso ea tlhokomeliso ea batho ka tšireletso ea tikoloho, linaha tse ngata li fane ka "litaelo tsa lithibelo tsa polasetiki" kapa "litaelo tsa thibelo ea polasetiki".Ka mohlala, New York State ea United States e ile ea qala ho kenya tšebetsong “taelo ea thibelo ea polasetiki” ka la 1 March, 2020;Linaha tsa litho tsa EU li tla thibela tšebeliso ea lihlahisoa tsa polasetiki tse lahloang ho tloha ka 2021;China e fane ka Maikutlo mabapi le ho Matlafatsa Kalafo ea Tšilafalo ea Plastiki ka Pherekhong 2020, mme e sisinya hore ka 2020, e tla etella pele ho thibela le ho thibela tlhahiso, thekiso le tšebeliso ea lihlahisoa tse ling tsa polasetiki libakeng le libakeng tse ling.sephutheloana sa vape
Tšebeliso ea lihlahisoa tsa polasetiki bophelong ba letsatsi le letsatsi e fokotseha butle-butle, 'me liphutheloana tse tala li tla fetoha mokhoa oa bohlokoa oa nts'etsopele ea indasteri ea liphutheloana.Ka ho khetheha, lik'hateboto tsa boemo ba lijo, mabokose a lijo tsa mots'eare a bonolo a pampiri-polasetiki, joalo-joalo a tla rua molemo thibelong ea butle-butle ea tšebeliso ea lijana tsa polasetiki tse lahloang le keketseho ea tlhoko;Mekotla ea masela a tšireletso ea tikoloho, mekotla ea lipampiri, joalo-joalo e tla rua molemo litlhokong tsa pholisi le ho phahamisetsoa litsing tsa mabenkele, lisuphamaketeng, likhemisi, mabenkeleng a libuka le libakeng tse ling;Liphutheloana tse entsoeng ka masenke li ruile molemo thibelong ea tšebeliso ea liphutheloana tsa polasetiki tse hlakileng.
Ebile, tlhoko ea pampiri ea ho paka ha e arohane le liphetoho tse hlokahalang liindastering tse tlase tsa bareki.Lilemong tsa morao tjena, lijo, seno, lisebelisoa tsa ntlo, lisebelisoa tsa puisano le liindasteri tse ling li bontšitse katleho e phahameng, ka katleho li khanna khōlo ea indasteri ea ho paka pampiri. Lebokose la poso
Ka ho angoa ke sena, Dashengda e fihletse lekeno la ts'ebetso la li-yuan tse ka bang limilione tse likete tse 1.664 ka 2021, e leng keketseho ea 23.2% selemo le selemo;Likarolong tse tharo tsa pele tsa 2022, chelete e fumanoeng ea ts'ebetso e ne e le li-yuan tse limilione tse likete tse 1.468, ho nyoloha ka 25.96% selemo le selemo.Jinjia Shares (002191. SZ) e fihletse lekeno la li-yuan tse limilione tse likete tse 5.067 ka 2021, e leng keketseho ea 20.89% selemo le selemo.Chelete ea eona e ka sehloohong likarolong tse tharo tsa pele tsa 2022 e ne e le li-yuan tse limilione tse likete tse 3.942, e leng keketseho ea 8% selemo le selemo.Chelete ea ts'ebetso ea Hexing Packaging (002228. SZ) ka 2021 e ne e ka ba li-yuan tse limilione tse likete tse 17.549, ho nyoloha ka 46.16% selemo le selemo. Lebokose la lijo tsa phoofolo ea lapeng
Qiu Chenyang o ile a bolella baqolotsi ba litaba hore lilemong tsa morao tjena, ka ho fetisetsoa butle-butle ha indasteri ea liphutheloana ea lefats'e ho ea linaheng tse tsoelang pele le libaka tse emetsoeng ke China, indasteri ea ho paka lihlahisoa tsa pampiri ea Chaena e se e hlahella haholo indastering ea lefats'e ea ho paka pampiri, 'me e fetohile pampiri ea bohlokoa. naha ea bafepedi ba liphutheloana tsa lihlahisoa lefats'eng, 'me tekanyo ea thomello e ntse e eketseha.
Ho ea ka lipalo-palo tsa China Packaging Federation, ka selemo sa 2018, palo e felletseng ea indasteri ea ho kenya pampiri ea China e ne e le $ 5.628 bilione, ho nyoloha ka 15.45% selemo le selemo, moo palo ea kantle ho naha e neng e le $ 5.477 bilione, ho nyoloha ka 15.89% selemo. ka selemo;Ka 2019, kakaretso ea kakaretso ea thepa ea kantle le kantle ea indasteri ea ho paka pampiri ea China e ne e le US $ 6.509 bilione, eo palo ea eona ea kantle ho naha e neng e le US $ 6.354 bilione, ho nyoloha ka 16.01% selemo le selemo;Ka 2020, kakaretso ea kakaretso ea thepa ea kantle le kantle ea indasteri ea ho paka pampiri ea China e ne e le US $ 6.760 bilione, eo palo ea eona ea kantle ho naha e neng e le US $ 6.613 bilione, ho nyoloha ka 4.08% selemo le selemo.Ka 2021, kakaretso ea kakaretso ea thepa ea kantle le kantle ea indasteri ea ho paka lihlahisoa tsa China e tla ba lidolara tse libilione tse 8.840, tseo palo ea tsona e tla ba $ 8.669 bilione, ho nyoloha ka 31.09% selemo le selemo. Lebokose la liphutheloana tsa lipalesa
Boikemisetso ba indasteri bo ntse bo eketseha
Tlas'a tlhokahalo e matla, likhoebo tsa ho paka pampiri le tsona li ntse li eketsa bokhoni ba tsona ba tlhahiso, 'me mahloriso a indasteri a ntse a eketseha. Lebokose la cigar
Ka la 21 Phupu, Dashengda e ile ea fana ka leano la ho fana ka liabo tseo e seng tsa sechaba, ka kakaretso ea li-yuan tse limilione tse 650 tse lokelang ho phahamisoa.Lichelete tse bokelletsoeng li tla tseteloa morerong o bohlale oa R&D le projeke ea motheo ea tlhahiso ea lisebelisoa tsa ts'ireletso ea tikoloho tse entsoeng ka pulp, morero oa kaho oa Guizhou Renhuai Baisheng setsi sa tlhahiso ea lebokose la veine la pampiri le setsi sa tlatsetso sa ts'ebetso.Har'a tsona, morero oa R&D e bohlale le setsi sa tlhahiso bakeng sa li-tableware tse bōpiloeng ka har'a tikoloho li tla ba le bokhoni ba tlhahiso ea lithane tse 30000 tsa tableware tse bopehileng ka makhasi a tikoloho selemo le selemo.Kamora ho phethelwa ha projeke ya kaho ya Guizhou Renhuai Baisheng Intelligent Paper Wine Box Base, ho tla fihlellwa tlhahiso ya selemo le selemo ya mabokose a veine a monate a limilone tse 33 le mabokose a dikarete a dimilione tse 24.
Ho phaella moo, Nanwang Technology e potlakela ho IPO ho GEM.Ho latela prospectus, Nanwang Technology e rera ho phahamisa li-yuan tse limilione tse 627 bakeng sa lethathamo la GEM.Har'a tsona, li-yuan tse limilione tse 389 li ile tsa sebelisoa bakeng sa kaho ea lifeme tse bohlale tsa lihlahisoa tsa pampiri tse 2.247 tse tala le tikoloho 'me li-yuan tse limilione tse 238 li ile tsa sebelisoa bakeng sa merero ea tlhahiso le thekiso ea lihlahisoa tsa pampiri.
Dashengda o re morero ona o reretsoe ho eketsa khoebo ea k'hamphani ea ts'ireletso ea tikoloho, ho atolosa khoebo ea liphutheloana tsa veine, ho ntlafatsa khoebo ea lihlahisoa tsa k'hamphani le ho ntlafatsa phaello ea k'hamphani.
Motho ea kenang kahare o ile a bolella moqolotsi oa litaba hore likhoebo tsa mabokose a mahareng le a phahameng a nang le tekanyo le matla a itseng indastering li na le sepheo se le seng sa ho holisa sekala sa tlhahiso le thekiso le ho eketsa karolo ea mmaraka.
Ka lebaka la monyetla o tlase oa ho kena ha baetsi ba indasteri ea ho paka lihlahisoa tsa pampiri tsa China le mefuta e mengata e fapaneng ea liindasteri tse tlase, palo e kholo ea lifeme tse nyane tsa mabokose li itšetlehile ka tlhoko ea lehae hore li phele, 'me ho na le lifeme tse ngata tse nyane le tse mahareng tse tlase pheletsong e tlase. ea indasteri, ho theha mokhoa oa indasteri o arohaneng haholo.
Hajoale, ho na le likhoebo tse fetang 2000 ka holimo ho boholo bo behiloeng indastering ea ho paka lihlahisoa tsa pampiri ea lapeng, tseo bongata ba tsona e leng likhoebo tse nyane le tse mahareng.Leha ka mor'a lilemo tsa nts'etsopele, likhoebo tse ngata tse kholo le tse tsoetseng pele tsa theknoloji li hlahile indastering, ho latela pono e akaretsang, mahloriso a indasteri ea ho paka sehlahisoa sa pampiri a ntse a le tlase, 'me tlholisano ea indasteri e bohale, e theha ka botlalo. mokhoa oa tlhōlisano oa 'maraka.
Batho ba kaholimo ba boletse hore molemong oa ho sebetsana le tlholisano e ntseng e eketseha ea mebaraka e ntseng e eketseha, likhoebo tse ntle indastering li ntse li tsoela pele ho holisa sekhahla sa tlhahiso kapa ho etsa tlhophiso le ho kopanya, ho latela tsela ea sekala le nts'etsopele e matla, mme ts'ebetso ea indasteri e ntse e tsoela pele. nyollelo.
Khatello e eketsehileng ea litšenyehelo
Moqolotsi oa litaba o hlokometse hore leha tlhoko ea indasteri ea ho paka pampiri e eketsehile lilemong tsa morao tjena, phaello ea indasteri e fokotsehile.
Ho ea ka tlaleho ea lichelete, ho tloha ka 2019 ho isa ho 2021, phaello ea chelete eohle ea Dashengda e hlahisitsoeng ke k'hamphani ea motsoali ka mor'a ho tlosa chelete e seng ea chelete e ne e le li-yuan tse limilione tse 82, li-yuan tse limilione tse 38 le li-yuan tse limilione tse 61 ka ho latellana.Ha ho thata ho bona ho tsoa ho data hore phaello ea marang-rang ea Dashengda e fokotsehile lilemong tsa morao tjena.lebokose la kuku
Ntle le moo, ho latela tebello ea Nanwang Technology, ho tloha 2019 ho isa 2021, phaello e felletseng ea khoebo e kholo ea k'hamphani e ne e le 26.91%, 21.06% le 19.14% ka ho latellana, e bonts'a boemo bo tlase selemo le selemo.Kakaretso ea phaello ea kakaretso ea lik'hamphani tse ka bapisoang le 10 indastering e le 'ngoe e ne e le 27.88%, 25.97% le 22.07% ka ho latellana, e leng se ileng sa boela sa bontša mokhoa oa ho theoha.Lebokose la lipompong
Ho latela Kakaretso ea Ts'ebetso ea Indasteri ea Setsi sa Naha ea Lipampiri le Letlapa ka 2021 e fanoeng ke China Packaging Federation, ka 2021, ho ne ho na le likhoebo tse 2517 kaholimo ho boholo bo behiloeng indastering ea lijana tsa pampiri le lipampiri tsa China (mekhatlo eohle ea molao ea indasteri e nang le selemo le selemo. chelete e sebetsang ea li-yuan tse limilione tse 20 ho ea holimo), ka chelete e kenang ea li-yuan tse limilione tse likete tse 319.203, keketseho ea selemo le selemo ea 13.56%, le phaello e akaretsang ea li-yuan tse limilione tse likete tse 13.229, phokotso ea selemo le selemo ea 5.33 %.
Dashengda o boletse hore thepa e ka sehloohong e tala bakeng sa tlhahiso ea mabokose a masenke le pampiri ea pampiri e ne e le pampiri ea motheo.Litsenyehelo tsa pampiri ea motheo li ne li nka chelete e fetang 70% ea litjeo tsa mabokose a masenke nakong ea tlaleho, e neng e le litšenyehelo tse ka sehloohong tsa ts'ebetso ea k'hamphani.Ho tloha ka 2018, ho feto-fetoha ha litheko tsa pampiri ea motheo ho eketsehile ka lebaka la tšusumetso ea ho phahama ha litheko tsa pampiri ea litšila ea machaba, mashala le lihlahisoa tse ling tse ngata, hammoho le phello ea palo e kholo ea limilo tse nyenyane le tse mahareng tse fokotsang. tlhahiso le ho koala tlas'a khatello ea ts'ireletso ea tikoloho.Phetoho ea theko ea pampiri ea motheo e na le tšusumetso e kholo ts'ebetsong ea ts'ebetso ea k'hamphani.Ha palo e kholo ea litsila tsa pampiri tse nyenyane le tse mahareng li qobelloa ho fokotsa tlhahiso le ho koala tlas'a khatello ea tikoloho, 'me naha e thibela ho kenngoa ha pampiri ea litšila, karolo ea phepelo ea pampiri ea motheo e tla tsoela pele ho jara khatello e kholo, kamano. pakeng tsa phepelo le tlhokahalo e ntse e ka ba e sa leka-lekanang, 'me theko ea pampiri ea motheo e ka phahama.
Karolo e ka holimo ea indasteri ea ho paka lihlahisoa tsa pampiri ke haholo-holo ho etsa pampiri, enke ea khatiso le lisebelisoa tsa mochini, 'me karolo e tlase haholo ke lijo le lino, lihlahisoa tsa letsatsi le letsatsi tsa lik'hemik'hale, koae, lisebelisoa tsa elektroniki, meriana le liindasteri tse ling tse kholo tsa bareki.Sebakeng sa lihlahisoa tse tala, pampiri ea motheo e ikarabella bakeng sa karolo e phahameng ea litšenyehelo tsa tlhahiso. Lebokose la matsatsi
Qiu Chenyang o ile a bolella baqolotsi ba litaba hore ka 2017, Ofisi e Akaretsang ea Lekhotla la Naha e ile ea fana ka "Leano la Ts'ebetsong la ho Thibela ho Kena ha Litšila tsa Kantle ho Naha le ho Khothalletsa Phetoho ea Tsamaiso ea Tsamaiso ea Tsamaiso ea Lithōle tse tiileng", e leng se entseng hore palo ea ho kenya pampiri ea litšila e tsoele pele. tiisa, 'me thepa e tala ea pampiri ea litšila ea pampiri e ile ea thibeloa,' me theko ea eona ea qala ho nyoloha hohle.Theko ea pampiri ea motheo e ntse e phahama, e baka khatello e kholo ea litšenyehelo ho likhoebo tse tlaase (limela tsa ho paka, limela tsa khatiso).Nakong ea ho tloha ka Pherekhong ho isa Pherekhong 2021, theko ea pampiri ea liindasteri e ile ea nyoloha ka mokhoa o sa lebelloang.Pampiri e ikgethang e ile ya nyoloha ka 1000 yuan/ton, mme mefuta ya dipampiri ka bonngwe e bile ya tlola ka 3000 yuan/ton ka nako e le nngwe.
Qiu Chenyang o boletse hore indasteri ea liphutheloana tsa lihlahisoa tsa pampiri hangata e tšoauoa ka "ho tsepamisa mohopolo holimo le ho hasana ho theosa le noka". lebokose la chokolete
Ho ea ka maikutlo a Qiu Chenyang, indasteri ea pampiri e holimo e bohareng ba bohareng.Likhoebo tse kholo tse kang Jiulong Paper (02689. HK) le Chenming Paper (000488. SZ) li nkile karolo e kholo ea 'maraka.Matla a bona a therisano a matla 'me ho bonolo ho fetisetsa kotsi ea theko ea pampiri ea litšila le lisebelisoa tsa mashala ho lik'hamphani tsa ho paka tse tlase.Indasteri e tlase e akaretsa mefuta e mengata ea liindasteri.Hoo e ka bang liindasteri tsohle tse hlahisang thepa ea bareki li hloka likhoebo tsa ho paka e le likhokahano tse tšehetsang phepelo ea thepa.Tlas'a mokhoa oa setso oa khoebo, indasteri ea ho paka lihlahisoa tsa pampiri e batla e sa itšetlehe ka indasteri e itseng e tlase.Ka hona, likhoebo tsa ho paka tse bohareng li na le matla a fokolang a therisano lekaleng lohle la indasteri. Lebokose la lijo
Nako ea poso: Feb-09-2023