Ishishini lokupakisha amaphepha linemfuno enkulu, kwaye amashishini andise imveliso ukuze abambe imakethi
Ngokusetyenziswa "komyalelo wokuthintela iplastiki" kunye neminye imigaqo-nkqubo, ishishini lokupakisha amaphepha linemfuno enkulu, kwaye abavelisi bokupakisha amaphepha baqokelela imali kwimarike yemali ukwandisa amandla emveliso. Ibhokisi yephepha
Kutshanje, inkokheli yokupakisha amaphepha eTshayina uDashengda (603687. SH) ifumene ingxelo evela kwi-CSRC. IDashengda iceba ukuqokelela imali engadluli kwi-650 yezigidi zeeyuan ngeli xesha ukuze ityale imali kwiiprojekthi ezifana ne-R&D ekrelekrele kunye nesiseko semveliso yezinto zokutyela ezinobuhlobo nokusingqongileyo. Ayiphelelanga apho, intatheli ye-China Business News ikwaqaphele ukuba ukusukela kulo nyaka, iinkampani ezininzi zoshishino lokupakisha amaphepha zikhawuleza ukuya kwi-IPO ukuze zigqibezele isicwangciso sokwandisa amandla ngoncedo lwemarike yemali. Ngomhla we-12 kuJulayi, iFujian Nanwang Environmental Protection Technology Co., Ltd. (ebizwa ngokuba yi-“Nanwang Technology”) ingenise uyilo lwesicelo seprospekthasi yokunikezelwa kokuqala kwezabelo kwi-GEM. Ngeli xesha, iceba ukuqokelela i-627 yezigidi zeeyuan, ikakhulu kwiiprojekthi zokupakisha iimveliso zephepha. ibhegi yephepha
Kudliwanondlebe neentatheli, abantu baseDashengda bathi kwiminyaka yakutshanje, ukuphunyezwa "komyalelo wokuthintelwa kweplastiki" kunye neminye imigaqo-nkqubo kuye kwandisa imfuno yeshishini lonke lokupakisha amaphepha. Kwangaxeshanye, njengeshishini eliphambili kushishino, inkampani inamandla amakhulu apheleleyo, kwaye ukwandiswa kunye nokuphuculwa kwenzuzo kuhambelana neenjongo zenkampani zophuhliso lwexesha elide.
UQiu Chenyang, umphandi we-China Research Puhua, uxelele iintatheli ukuba eli shishini liye landisa amandla emveliso, nto leyo ebonisa ukuba amashishini anethemba elikhulu ngekamva lemarike. Nokuba kukuphuhliswa ngokukhawuleza koqoqosho lwelizwe, ukuthunyelwa kweemveliso kwamanye amazwe, uphuhliso lwe-e-commerce kwixesha elizayo, okanye ukuphunyezwa komgaqo-nkqubo "womyalelo weplastiki", kuya kubonelela ngemfuno enkulu yemarike. Ngokusekelwe koku, amashishini aphambili kushishino aya kwandisa isabelo sawo semarike, agcine ukhuphiswano lwemarike kwaye afikelele kuqoqosho oluphezulu ngokwandisa ubungakanani botyalo-mali.
Imigaqo-nkqubo ikhuthaza imfuno yemarike ibhokisi yesipho
Ngokweenkcukacha zoluntu, iDashengda ibandakanyeka kakhulu kuphando nophuhliso, ukuvelisa, ukuprinta kunye nokuthengisa iimveliso zokupakisha amaphepha. Iimveliso zayo ziquka iibhokisi ezirhabaxa, amakhadibhodi, iibhokisi zewayini ezithengiswayo, iimpawu zorhwebo zecuba, njl.njl., kunye nokubonelela ngezisombululo ezibanzi zokupakisha amaphepha zoyilo lokupakisha, uphando nophuhliso, uvavanyo, imveliso, ulawulo lwezinto ezisetyenzisiweyo, uthutho kunye nokusasazwa.ibhokisi yecuba
Ukupakisha amaphepha kubhekisa kukupakisha izinto ezenziwe ngephepha kunye ne-pulp njengezinto eziphambili zokwenza imveliso. Inamandla aphezulu, incinci incinci ifumile, ayinamanzi, ayinamhlwa, kwaye ayingeni manzi. Ngaphezu koko, iphepha elisetyenziselwa ukupakisha ukutya likwafuna ucoceko, ukungazali, kunye nokungcola okungenangcoliseko.ukupakishwa kwehemp
Phantsi kwesikhokelo somgaqo-nkqubo "womyalelo wokuthintela iplastiki", "Iimbono zokuKhawulezisa utshintsho oluluhlaza lwe-Express Packaging", kunye "neSaziso sokuPrinta nokusasaza" iSicwangciso seMinyaka emihlanu seShumi elinesine "isicwangciso sokusebenza sokulawula ungcoliseko lweplastiki", imfuno yeemveliso ezisekelwe ephepheni kulindeleke ukuba inyuke kakhulu. Ibhokisi yecuba
UQiu Chenyang uxelele iintatheli ukuba ngokuphuculwa kolwazi lwabantu ngokhuseleko lokusingqongileyo, amazwe amaninzi akhuphe “imiyalelo yokuthintela iplastiki” okanye “imiyalelo yokuthintela iplastiki”. Umzekelo, iLizwe laseNew York lase-United States laqala ukusebenzisa “umyalelo wokuthintela iplastiki” ngoMatshi 1, 2020; amazwe angamalungu e-EU aza kuthintela ukusetyenziswa kweemveliso zeplastiki ezilahlwayo ukususela ngo-2021; iTshayina ikhuphe izimvo malunga nokuQinisekisa ngakumbi unyango longcoliseko lweplastiki ngoJanuwari 2020, kwaye yacebisa ukuba ngo-2020, iza kuthatha inkqenkqeza phambili ekuthinteleni nasekuthinteleni imveliso, ukuthengiswa kunye nokusetyenziswa kwezinye iimveliso zeplastiki kwezinye iindawo nakwiindawo.ukupakishwa kwe-vape
Ukusetyenziswa kweemveliso zeplastiki kubomi bemihla ngemihla kuyancitshiswa kancinci kancinci, kwaye ukupakisha okuluhlaza kuya kuba yindlela ebalulekileyo yophuhliso lweshishini lokupakisha. Ngokukodwa, amakhadibhodi akumgangatho wokutya, iibhokisi zesidlo sasemini zephepha-zeplastiki ezinobuhlobo nokusingqongileyo, njl. ziya kuxhamla ekuthintelweni kancinci kokusetyenziswa kwezinto zetafile zeplastiki ezilahlwayo kunye nokwanda kwemfuno; Iingxowa zelaphu zokukhusela okusingqongileyo, iingxowa zephepha, njl. ziya kuxhamla kwiimfuno zomgaqo-nkqubo kwaye zikhuthazwe kwiindawo zokuthenga ezinkulu, kwiivenkile ezinkulu, kwiikhemesti, kwiivenkile zeencwadi nakwezinye iindawo; Ukupakisha iibhokisi zekhonkrithi kuxhamle ekuthintelweni kokusetyenziswa kokupakisha kweplastiki ngokukhawuleza.
Enyanisweni, imfuno yephepha lokupakisha ayinakwahlulwa kutshintsho lwemfuno lwamashishini abathengi asezantsi. Kwiminyaka yakutshanje, ukutya, iziselo, izixhobo zasekhaya, izixhobo zonxibelelwano kunye namanye amashishini abonakalise impumelelo ephezulu, nto leyo eqhubela phambili ngempumelelo ukukhula kweshishini lokupakisha iphepha. Ibhokisi yeposi
Ichaphazelekile koku, iDashengda ifumene ingeniso yokusebenza emalunga ne-1.664 yeebhiliyoni zeerandi ngo-2021, ukunyuka kwe-23.2% ngonyaka; Kwiikota ezintathu zokuqala zika-2022, ingeniso yokusebenza efunyenweyo yayiyi-1.468 yeebhiliyoni zeerandi, ukunyuka kwe-25.96% ngonyaka. Izabelo zeJinjia (002191. SZ) zifumene ingeniso ye-5.067 yeebhiliyoni zeerandi ngo-2021, ukunyuka kwe-20.89% ngonyaka. Ingeniso yayo ephambili kwiikota ezintathu zokuqala zika-2022 yayiyi-3.942 yeebhiliyoni zeerandi, ukunyuka kwe-8% ngonyaka. Ingeniso yokusebenza yeHexing Packaging (002228. SZ) ngo-2021 yayimalunga ne-17.549 yeebhiliyoni zeerandi, ukunyuka kwe-46.16% ngonyaka. Ibhokisi yokutya yezilwanyana zasekhaya
UQiu Chenyang uxelele iintatheli ukuba kwiminyaka yakutshanje, ngokudluliselwa kancinci kancinci kweshishini lokupakisha lehlabathi kumazwe asakhulayo nakwiindawo ezimelelwe yiTshayina, ishishini lokupakisha imveliso yephepha laseTshayina liye labonakala ngakumbi kushishino lokupakisha iphepha lehlabathi, kwaye liye laba lilizwe elibalulekileyo elibonelela ngokupakisha imveliso yephepha kwihlabathi liphela, kunye nomlinganiselo wokuthumela kwamanye amazwe usanda.
Ngokwezibalo ze-China Packaging Federation, ngo-2018, umthamo uwonke wokungenisa nokuthumela ngaphandle kweshishini lokupakisha iphepha laseTshayina yayiyi-US $5.628 yeebhiliyoni, inyuke nge-15.45% ngonyaka, apho umthamo wokuthumela ngaphandle yayiyi-US $5.477 yeebhiliyoni, inyuke nge-15.89% ngonyaka; Ngo-2019, umthamo uwonke wokungenisa nokuthumela ngaphandle kweshishini lokupakisha iphepha laseTshayina yayiyi-US $6.509 yeebhiliyoni, apho umthamo wokuthumela ngaphandle yayiyi-US $6.354 yeebhiliyoni, inyuke nge-16.01% ngonyaka; Ngo-2020, umthamo uwonke wokungenisa nokuthumela ngaphandle kweshishini lokupakisha iphepha laseTshayina yayiyi-US $6.760 yeebhiliyoni, apho umthamo wokuthumela ngaphandle yayiyi-US $6.613 yeebhiliyoni, inyuke nge-4.08% ngonyaka. Ngowama-2021, umthamo uwonke wokungenisa nokuthumela ngaphandle kwemveliso yephepha yaseTshayina uza kuba yi-US $8.840 yeebhiliyoni, apho umthamo wokuthumela ngaphandle uza kuba yi-US $8.669 yeebhiliyoni, ukunyuka nge-31.09% ngonyaka. Ibhokisi yokupakisha yentyatyambo
Uxinzelelo kumashishini luyaqhubeka nokwanda
Phantsi kwemfuno enkulu, amashishini okupakisha amaphepha nawo ayandisa amandla awo okuvelisa, kwaye uxinzelelo lwamashishini luyaqhubeka nokwanda. Ibhokisi yesigarethi
Ngomhla wama-21 kuJulayi, iDashengda ikhuphe isicwangciso sokunikezelwa kwezabelo ezingezizo ezoluntu, kunye nesixa-mali esipheleleyo se-650 yezigidi zeeyuan eziza kuqokelelwa. Imali eqokelelweyo iza kutyalwa kwiprojekthi ye-R&D ekrelekrele kunye nesiseko semveliso yeetafile zetafile ezikhuselweyo zemvelo ezibunjiweyo ze-pulp, iprojekthi yokwakha yesiseko semveliso yeebhokisi zewayini zephepha ezikrelekrele zeGuizhou Renhuai Baisheng kunye nemali eyongezelelweyo yokusebenza. Phakathi kwazo, iprojekthi ye-R&D ekrelekrele kunye nesiseko semveliso yeetafile zetafile ezibunjiweyo zemvelo ezibunjiweyo ze-pulp iza kuba nomthamo wemveliso weetoni ezingama-30000 zeetafile zetafile ezibunjiweyo zemvelo ezibunjiweyo zemvelo ngonyaka. Emva kokugqitywa kweprojekthi yokwakha yeGuizhou Renhuai Baisheng Intelligent Paper Wine Box Production Base, imveliso yonyaka yeebhokisi zewayini ezicolekileyo ezingama-33 ezigidi kunye neebhokisi zamakhadi ezingama-24 ezigidi iya kufezekiswa.
Ukongeza, iNanwang Technology ikhawuleza ukuya kwi-IPO kwi-GEM. Ngokwengxelo, iNanwang Technology iceba ukuqokelela i-627 yezigidi zeeyuan kuluhlu lwe-GEM. Phakathi kwazo, i-389 yezigidi zeeyuan zasetyenziselwa ukwakhiwa kweefektri ezikrelekrele zemveliso yephepha eluhlaza kunye neyokusingqongileyo eziziibhiliyoni eziyi-2.247 kwaye i-238 yezigidi zeeyuan zasetyenziselwa ukuvelisa kunye neeprojekthi zokuthengisa iimveliso zephepha.
UDashengda uthe le projekthi yayijoliswe ekunyuseni ishishini leetafile zokukhusela okusingqongileyo lenkampani, ukwandisa ngakumbi ishishini leepakeji zewayini, ukutyebisa umgca weshishini lemveliso yenkampani kunye nokuphucula inzuzo yenkampani.
Umntu ongaphakathi uxelele intatheli ukuba amashishini eebhokisi ze-corrugated aphakathi naphezulu anomlinganiselo othile kunye namandla kushishino anenye yeenjongo eziphambili zokwandisa ngakumbi umgangatho wemveliso kunye nokuthengisa kunye nokwandisa isabelo semarike.
Ngenxa yokuba abavelisi bemveliso yokupakisha iphepha eTshayina bangena kancinci kwaye uluhlu olubanzi lwemizi-mveliso esezantsi, inani elikhulu leefektri ezincinci zekhathoni zixhomekeke kwimfuno yasekuhlaleni ukuze ziphile, kwaye kukho iifektri ezininzi ezincinci neziphakathi zekhathoni ezisezantsi kweshishini, ezenza ipateni yeshishini eqhekekileyo kakhulu.
Okwangoku, kukho amashishini angaphezu kwama-2000 angaphezulu kobukhulu obumiselweyo kushishino lokupakisha imveliso yephepha lwasekhaya, uninzi lwawo ngamashishini amancinci naphakathi. Nangona emva kweminyaka yophuhliso, inani lamashishini amakhulu naphambili kwezobuchwepheshe liye lavela kushishino, ngokwembono iyonke, uxinaniso lweshishini lokupakisha imveliso yephepha lusephantsi, kwaye ukhuphiswano kushishino lunamandla, lwenza ipateni yemarike ekhuphisanayo ngokupheleleyo.
Abantu abangaphakathi bathi ukuze bakwazi ukumelana nokhuphiswano lwemarike oluya lukhula ngamandla, amashishini anenzuzo kushishino aqhubekile nokwandisa isikali semveliso okanye ukwenza uhlengahlengiso nokudibanisa, alandela indlela yobukhulu kunye nophuhliso olunzulu, kwaye ugxininiso kushishino luqhubekile nokwanda.
Uxinzelelo oluphezulu lweendleko
Intatheli iphawule ukuba nangona imfuno yeshishini lokupakisha amaphepha inyukile kwiminyaka yakutshanje, inzuzo yeshishini ihlile.
Ngokwengxelo yezemali, ukususela ngo-2019 ukuya ku-2021, inzuzo epheleleyo yeDashengda ebangelwe yinkampani engumzali emva kokutsalwa kwemali engenayo yayiyi-82 yezigidi zeeyuan, i-38 yezigidi zeeyuan kunye ne-61 yezigidi zeeyuan ngokwahlukeneyo. Akunzima ukubona kwidatha ukuba inzuzo epheleleyo yeDashengda yehlile kwiminyaka yakutshanje.ibhokisi yekhekhe
Ukongeza, ngokwengxelo yeNanwang Technology, ukususela ngo-2019 ukuya ku-2021, inzuzo epheleleyo yeshishini eliphambili lenkampani yayiyi-26.91%, 21.06% kunye ne-19.14% ngokwahlukeneyo, nto leyo ebonisa ukuhla konyaka nonyaka. Inzuzo ephakathi yeenkampani ezili-10 ezifanayo kwishishini elifanayo yayiyi-27.88%, 25.97% kunye ne-22.07% ngokwahlukeneyo, nto leyo ebonakalise ukuhla.Ibhokisi yeelekese
Ngokwengxelo ethi i-Overview of the Operation of the National Paper and Paperboard Container Industry ngo-2021 eyakhutshwa yi-China Packaging Federation, ngo-2021, bekukho amashishini angama-2517 angaphezulu kobukhulu obumiselweyo kushishino lwephepha nebhodi yephepha laseTshayina (zonke imibutho esemthethweni yemizi-mveliso enengeniso yokusebenza yonyaka ye-20 yezigidi zeeyuan nangaphezulu), enengeniso yokusebenza eqokelelweyo ye-319.203 yeebhiliyoni zeeyuan, ukunyuka konyaka kwe-13.56%, kunye nenzuzo iyonke eqokelelweyo ye-13.229 yeebhiliyoni zeeyuan, ukwehla konyaka kwe-5.33%.
UDashengda uthe izinto ezisetyenziswa kakhulu ekuveliseni iibhokisi ezirhabaxa kunye nebhodi yephepha yayiliphepha elisisiseko. Ixabiso lephepha elisisiseko lalingaphezulu kwe-70% yexabiso leebhokisi ezirhabaxa ngexesha lengxelo, eyayilixabiso eliphambili lokusebenza kwenkampani. Ukususela ngo-2018, ukuguquguquka kwamaxabiso ephepha elisisiseko kuye kwanda ngenxa yempembelelo yokunyuka kwamaxabiso ephepha elilahlwayo lamazwe ngamazwe, amalahle kunye nezinye izinto ezithengiswayo, kunye nempembelelo yenani elikhulu leebhokisi zephepha ezincinci neziphakathi ezithintela imveliso kunye nokuvalwa phantsi koxinzelelo lokukhuselwa kwendalo. Utshintsho lwexabiso lephepha elisisiseko lunempembelelo enkulu ekusebenzeni kwenkampani. Njengoko inani elikhulu leebhokisi zephepha ezincinci neziphakathi zinyanzelwa ukuba zinciphise imveliso kwaye zivale phantsi koxinzelelo lokusingqongileyo, kwaye ilizwe lithintela ngakumbi ukungeniswa kwephepha elilahlwayo, icala lokubonelela ngephepha elisisiseko liya kuqhubeka nokuthwala uxinzelelo olukhulu, ubudlelwane phakathi kokunikezelwa kunye nemfuno busenokungalingani, kwaye ixabiso lephepha elisisiseko linokunyuka.
Eyona mveliso iphambili kushishino lokupakisha imveliso yephepha ikakhulu kukwenza iphepha, i-inki yokushicilela kunye nezixhobo zoomatshini, kwaye eyona isezantsi kukutya neziselo, iimveliso zemihla ngemihla zeekhemikhali, icuba, izixhobo ze-elektroniki, amayeza kunye namanye amashishini amakhulu abathengi. Kwizinto ezisetyenziswa kakhulu, iphepha elisisiseko libandakanya inxenye ephezulu yeendleko zemveliso. Ibhokisi yemihla
UQiu Chenyang uxelele iintatheli ukuba ngo-2017, iOfisi Jikelele yeBhunga leSizwe ikhuphe "iSicwangciso sokuSebenza sokuthintela ukungena kwenkunkuma yangaphandle kunye nokukhuthaza uHlaziyo lweNkqubo yoLawulo lokungenisa inkunkuma eqinileyo", nto leyo eyenza ukuba inani lephepha elingafunekiyo liqhubeke liqina, kwaye izinto ezisetyenzisiweyo zephepha elingafunekiyo lenkunkuma zancitshiswa, kwaye ixabiso lalo laqala ukunyuka yonke indlela. Ixabiso lephepha elisisiseko liyaqhubeka nokunyuka, nto leyo ebangela uxinzelelo olukhulu lweendleko kumashishini asezantsi (iindawo zokupakisha, izityalo zokuprinta). Ngexesha eliqala ngoJanuwari ukuya kuFebruwari 2021, ixabiso lephepha elisisiseko lemizi-mveliso lenyuke ngendlela engazange ibonwe ngaphambili. Iphepha elikhethekileyo ngokubanzi lenyuka nge-1000 yuan/ton, kwaye iintlobo zephepha ngalinye zade zanyuka nge-3000 yuan/ton ngexesha elinye.
UQiu Chenyang uthe uthotho lweshishini lokupakisha iimveliso zephepha luphawulwa “ngoxinzelelo oluphezulu kunye nokusasazwa okusezantsi komlambo”. ibhokisi yetshokholethi
Ngokwembono kaQiu Chenyang, ishishini lephepha eliphambili liphakathi kakhulu. Amashishini amakhulu afana neJiulong Paper (02689. HK) kunye neChenming Paper (000488. SZ) athathe isabelo esikhulu semarike. Amandla abo okuxoxisana aqinile kwaye kulula ukudlulisela umngcipheko wamaxabiso ephepha elilahliweyo kunye nezinto eziluhlaza zamalahle kumashishini okupakisha asezantsi. Ishishini elisezantsi ligubungela uluhlu olubanzi lwamashishini. Phantse onke amashishini okuvelisa iimpahla zabathengi afuna amashishini okupakisha njengeekhonkco ezixhasayo kwikhonkco lokubonelela. Phantsi komzekelo weshishini lendabuko, ishishini lokupakisha iimveliso zephepha alixhomekekanga kumashishini athile asezantsi. Ke ngoko, amashishini okupakisha aphakathi anamandla aphantsi okuxoxisana kulo lonke uthotho lwemizi-mveliso. Ibhokisi yokutya
Ixesha lokuthumela: Feb-09-2023
