Imboni yokupakisha amaphepha inesidingo esikhulu, futhi amabhizinisi andise umkhiqizo ukuze abambe imakethe
Ngokusetshenziswa "komyalelo wokuvinjelwa kwepulasitiki" kanye nezinye izinqubomgomo, imboni yokupakisha amaphepha inesidingo esikhulu, futhi abakhiqizi bokupakisha amaphepha baqoqa imali ngemakethe yemali ukuze bandise amandla okukhiqiza. Ibhokisi lephepha
Muva nje, umholi wokupakisha amaphepha eShayina uDashengda (603687. SH) uthole impendulo evela ku-CSRC. IDashengda ihlela ukuqoqa ama-yuan angaphezu kwezigidi ezingu-650 kulokhu ukuze itshale imali kumaphrojekthi afana ne-R&D ehlakaniphile kanye nesisekelo sokukhiqiza izitsha zokudla ezibunjiwe ezinobungani nemvelo. Akukhona lokho kuphela, intatheli ye-China Business News iphinde yaphawula ukuthi kusukela kulo nyaka, izinkampani eziningi zemboni yokupakisha amaphepha zigijimela e-IPO ukuze ziqedele isu lokukhulisa amandla ngosizo lwemakethe yezimali. NgoJulayi 12, iFujian Nanwang Environmental Protection Technology Co., Ltd. (ebizwa ngokuthi “iNanwang Technology”) ithumele uhlaka lwesicelo se-prospectus lokunikezwa kokuqala komphakathi kwamasheya ku-GEM. Kulokhu, ihlela ukuqoqa ama-yuan ayizigidi ezingu-627, ikakhulukazi kumaphrojekthi okupakisha amaphepha. isikhwama sephepha
Engxoxweni nezintatheli, abantu baseDashengda bathi eminyakeni yamuva nje, ukusetshenziswa “komyalelo wokuvinjelwa kwepulasitiki” kanye nezinye izinqubomgomo kuye kwandisa isidingo sayo yonke imboni yokupakisha amaphepha. Ngesikhathi esifanayo, njengebhizinisi elihamba phambili embonini, inkampani inamandla amakhulu aphelele, futhi ukwanda nokuthuthukiswa kwenzuzo kuhambisana nezinhloso zenkampani zentuthuko yesikhathi eside.
UQiu Chenyang, umcwaningi we-China Research Puhua, utshele izintatheli ukuthi imboni ibilokhu ikhulisa amandla okukhiqiza, okubonisa ukuthi amabhizinisi anethemba elikhulu ngekusasa lemakethe. Kungakhathaliseki ukuthi intuthuko esheshayo yomnotho wezwe, ukuthunyelwa kwemikhiqizo kwamanye amazwe, intuthuko yezentengiselwano ze-e esikhathini esizayo, noma ukuqaliswa kwenqubomgomo "yomyalelo wokuvinjelwa kwepulasitiki", kuzohlinzeka ngesidingo esikhulu semakethe. Ngokusekelwe kulokhu, amabhizinisi ahamba phambili embonini azokwandisa isabelo sawo semakethe, alondoloze ukuncintisana kwemakethe futhi afinyelele ezomnotho ngokwandisa isilinganiso sokutshalwa kwezimali.
Izinqubomgomo zikhuthaza isidingo semakethe ibhokisi lesipho
Ngokusho kolwazi lomphakathi, iDashengda ihileleke kakhulu ocwaningweni nasekuthuthukisweni, ekukhiqizeni, ekunyatheliseni nasekuthengiseni imikhiqizo yokupakisha amaphepha. Imikhiqizo yayo ihlanganisa amabhokisi anezinti, amakhadibhodi, amabhokisi ewayini ashibhile, izimpawu zokuhweba zikagwayi, njll., kanye nokuhlinzeka ngezixazululo eziphelele zokupakisha amaphepha zokuklama ukupakisha, ucwaningo nokuthuthukiswa, ukuhlolwa, ukukhiqiza, ukuphathwa kwempahla, ukuthuthwa kwempahla kanye nokusabalalisa.ibhokisi likagwayi
Ukupakisha amaphepha kubhekisela ekupakisheni kwezimpahla okwenziwe ngephepha kanye ne-pulp njengezinto eziyinhloko zokusetshenziswa. Kunamandla aphezulu, okuqukethwe komswakama okuphansi, ukungena kwamanzi okuphansi, akukho ukugqwala, kanye nokumelana namanzi athile. Ngaphezu kwalokho, iphepha elisetshenziselwa ukupakisha ukudla lidinga nokuhlanzeka, ukungazali, kanye nokungcola okungenakungcola.ukupakishwa kwe-hemp
Ngaphansi kwesiqondiso senqubomgomo "yomyalelo wokuvinjelwa kwepulasitiki", "Imibono Yokusheshisa Ukuguqulwa Okuluhlaza Kokupakisha Okusheshayo", kanye "Nesaziso Sokuphrinta Nokusabalalisa" Uhlelo Lweminyaka Emihlanu Lweshumi Nane "uhlelo lwesenzo sokulawula ukungcola kwepulasitiki", isidingo semikhiqizo ephepheni kulindeleke ukuthi sikhuphuke kakhulu. Ibhokisi likagwayi
UQiu Chenyang utshele izintatheli ukuthi ngokuthuthukiswa kokuqwashisa kwabantu ngokuvikelwa kwemvelo, amazwe amaningi akhiphe “imiyalelo yokuvinjelwa kwepulasitiki” noma “imiyalelo yokuvinjelwa kwepulasitiki”. Isibonelo, iNew York State yase-United States yaqala ukusebenzisa “imiyalelo yokuvinjelwa kwepulasitiki” ngoMashi 1, 2020; amazwe angamalungu e-EU azokwenqabela ukusetshenziswa kwemikhiqizo yepulasitiki elahlwayo kusukela ngo-2021; iShayina yakhipha iMibono Yokuqinisa Kakhulu Ukwelashwa Kokungcola Kwepulasitiki ngoJanuwari 2020, futhi yaphakamisa ukuthi ngo-2020, izohola ekuvimbeleni nasekuvimbeleni ukukhiqizwa, ukuthengiswa kanye nokusetshenziswa kwemikhiqizo ethile yepulasitiki kwezinye izifunda nezindawo.ukupakishwa kwe-vape
Ukusetshenziswa kwemikhiqizo yepulasitiki empilweni yansuku zonke kuyancishiswa kancane kancane, futhi ukupakisha okuluhlaza kuzoba yindlela ebalulekile yokuthuthukiswa kwemboni yokupakisha. Ngokukhethekile, amakhadibhodi okudla, amabhokisi okudla kwasemini ephepha-plastiki anobungani nemvelo, njll. azozuza ekuvinjelweni kancane kancane kokusetshenziswa kwezitsha zokudla zepulasitiki ezilahlwayo kanye nokwanda kwesidingo; Izikhwama zendwangu zokuvikela imvelo, izikhwama zephepha, njll. zizozuza ezidingweni zenqubomgomo futhi zikhuthazwe ezitolo ezinkulu, ezitolo ezinkulu, emakhemisi, ezitolo zezincwadi nakwezinye izindawo; Ukupakisha amabhokisi e-corrugated kuzuze ekuvinjelweni kokusetshenziswa kokupakisha kwepulasitiki okusheshayo.
Eqinisweni, isidingo sephepha lokupakisha asihlukaniseki nezinguquko zesidingo sezimboni zabathengi eziseduze. Eminyakeni yamuva nje, ukudla, iziphuzo, izinto zasendlini, imishini yokuxhumana kanye nezinye izimboni zibonise ukuchuma okukhulu, okuqhuba ngempumelelo ukukhula kwemboni yokupakisha iphepha. Ibhokisi leposi
Ithintwe yilokhu, iDashengda ithole imali engenayo yokusebenza engaba yi-1.664 billion yuan ngo-2021, okuwukwenyuka kwama-23.2% ngonyaka; Ezigabeni ezintathu zokuqala zika-2022, imali engenayo yokusebenza eqashelwe yayingu-1.468 billion yuan, okwenyuka ngama-25.96% ngonyaka. I-Jinjia Shares (002191. SZ) ithole imali engenayo engama-5.067 billion yuan ngo-2021, okwenyuka ngama-20.89% ngonyaka. Imali engenayo yayo eyinhloko ezigabeni ezintathu zokuqala zika-2022 yayingu-3.942 billion yuan, okwenyuka ngama-8% ngonyaka. Imali engenayo yokusebenza ye-Hexing Packaging (002228. SZ) ngo-2021 yayingaba yi-17.549 billion yuan, okwenyuka ngama-46.16% ngonyaka. Ibhokisi lokudla kwezilwane ezifuywayo
UQiu Chenyang utshele izintatheli ukuthi eminyakeni yamuva nje, ngokudluliselwa kancane kancane kwemboni yokupakisha yomhlaba wonke emazweni asathuthuka nasezifundeni ezimelelwe yiShayina, imboni yokupakisha imikhiqizo yephepha yaseShayina isiye yagqama kakhulu embonini yokupakisha iphepha yomhlaba wonke, futhi isibe yizwe elibalulekile elihlinzeka ngemikhiqizo yephepha emhlabeni, kanti izinga lokuthumela kwamanye amazwe landa.
Ngokwezibalo ze-China Packaging Federation, ngo-2018, inani eliphelele lokungenisa nokuthumela ngaphandle kwemboni yokupakisha amaphepha yaseShayina lalingama-US $5.628 billion, lenyuke ngo-15.45% ngonyaka, lapho inani lokuthumela ngaphandle lalingama-US $5.477 billion, lenyuke ngo-15.89% ngonyaka; Ngo-2019, inani eliphelele lokungenisa nokuthumela ngaphandle kwemboni yokupakisha amaphepha yaseShayina lalingama-US $6.509 billion, lapho inani lokuthumela ngaphandle lalingama-US $6.354 billion, lenyuke ngo-16.01% ngonyaka; Ngo-2020, inani eliphelele lokungenisa nokuthumela ngaphandle kwemboni yokupakisha amaphepha yaseShayina lalingama-US $6.760 billion, lapho inani lokuthumela ngaphandle lalingama-US $6.613 billion, lenyuke ngo-4.08% ngonyaka. Ngo-2021, inani eliphelele lokungenisa nokuthumela ngaphandle kwemboni yokupakisha imikhiqizo yephepha yaseShayina lizoba yi-US $8.840 billion, lapho inani lokuthumela ngaphandle lizoba yi-US $8.669 billion, okwenyuka ngo-31.09% unyaka nonyaka. Ibhokisi lokupakisha le-bouquet
Ukuhlushwa kwemboni kuyaqhubeka nokukhula
Ngaphansi kwesidingo esikhulu, amabhizinisi okupakisha amaphepha nawo andisa amandla awo okukhiqiza, futhi ukuhlushwa kwemboni kuyaqhubeka nokukhula. Ibhokisi lesigareti
Ngomhlaka-21 kuJulayi, iDashengda yakhipha uhlelo lokunikezwa kwamasheya angekho emphakathini, kanye nenani eliphelele lama-yuan ayizigidi ezingu-650 okufanele liqoqwe. Imali eqoqwe izotshalwa kuphrojekthi ye-R&D ehlakaniphile kanye nesisekelo sokukhiqiza sezinto zokuvikela imvelo ezibunjiwe nge-pulp, iphrojekthi yokwakha yesisekelo sokukhiqiza ibhokisi lewayini lephepha elihlakaniphile le-Guizhou Renhuai Baisheng kanye nemali eyengeziwe yokusebenza. Phakathi kwazo, iphrojekthi ye-R&D ehlakaniphile kanye nesisekelo sokukhiqiza sezinto zokupheka ezibunjiwe nge-pulp ezibunjiwe nge-pulp izoba namandla okukhiqiza amathani angu-30000 ezinto zokupheka ezibunjiwe nge-pulp minyaka yonke. Ngemva kokuphothulwa kwephrojekthi yokwakha ye-Guizhou Renhuai Baisheng Intelligent Paper Wine Box Production Base, kuzokhiqizwa umkhiqizo waminyaka yonke wamabhokisi ewayini amahle ayizigidi ezingu-33 kanye namabhokisi amakhadi ayizigidi ezingu-24.
Ngaphezu kwalokho, i-Nanwang Technology iphuthuma ukuya kwi-IPO ku-GEM. Ngokusho kwe-prospectus, i-Nanwang Technology ihlela ukuqoqa ama-yuan ayizigidi ezingu-627 ohlwini lwe-GEM. Phakathi kwawo, ama-yuan ayizigidi ezingu-389 asetshenziswe ekwakhiweni kwezimboni ezihlakaniphile zemikhiqizo yephepha eluhlaza neyobungani nemvelo engu-2.247 billion kanye nama-yuan ayizigidi ezingu-238 asetshenziselwa ukukhiqiza nokuthengisa imikhiqizo yephepha.
UDashengda uthe lo msebenzi uhloselwe ukwandisa ibhizinisi lenkampani lokuvikela imvelo, ukwandisa ibhizinisi lamaphakheji ewayini, ukucebisa umugqa webhizinisi lemikhiqizo yenkampani nokuthuthukisa inzuzo yenkampani.
Umuntu ongaphakathi utshele intatheli ukuthi amabhizinisi e-corrugated box aphakathi nendawo naphezulu anezinga elithile namandla embonini anomunye wemigomo eyinhloko yokwandisa izinga lokukhiqiza nokumaketha nokwandisa isabelo semakethe.
Ngenxa yokungena okuphansi kwabakhiqizi bemboni yokupakisha imikhiqizo yephepha baseShayina kanye nohlu olubanzi lwezimboni ezingezansi, inani elikhulu lezimboni ezincane zamabhokisi lincike ekufunweni kwendawo ukuze lisinde, futhi kunezimboni eziningi ezincane neziphakathi zamabhokisi ezincane embonini ephansi, ezakha iphethini yemboni ehlukene kakhulu.
Njengamanje, kunezinkampani ezingaphezu kuka-2000 ezingaphezu kosayizi oqokiwe embonini yokupakisha imikhiqizo yephepha yasekhaya, iningi lazo elingamabhizinisi amancane naphakathi nendawo. Nakuba ngemva kweminyaka eminingi yentuthuko, kuye kwavela izinkampani eziningi zokukhiqiza ezinkulu nezithuthuke kakhulu kwezobuchwepheshe embonini, ngokombono jikelele, ukuhlushwa kwemboni yokupakisha imikhiqizo yephepha kusephansi, futhi ukuncintisana embonini kukhulu, kwakha iphethini yemakethe encintisanayo ngokugcwele.
Abantu abangaphakathi abangenhla bathi ukuze babhekane nokuncintisana kwemakethe okwandayo, amabhizinisi anenzuzo embonini aqhubeka nokwandisa isikali sokukhiqiza noma ukwenza ukwakhiwa kabusha nokuhlanganiswa, alandela indlela yobukhulu kanye nentuthuko ejulile, futhi ukuhlushwa kwemboni kwaqhubeka nokukhula.
Ukwanda kwengcindezi yezindleko
Intatheli iphawule ukuthi yize isidingo semboni yokupakisha amaphepha sikhule eminyakeni yamuva nje, inzuzo yemboni yehlile.
Ngokusho kombiko wezezimali, kusukela ngo-2019 kuya ku-2021, inzuzo yeDashengda etholakala enkampanini engumzali ngemuva kokukhipha imali engenayo yayingu-82 million yuan, 38 million yuan kanye no-61 million yuan ngokulandelana. Akunzima ukubona kusuka kudatha ukuthi inzuzo yeDashengda yehlile eminyakeni yamuva nje.ibhokisi lekhekhe
Ngaphezu kwalokho, ngokusho kwe-prospectus ye-Nanwang Technology, kusukela ngo-2019 kuya ku-2021, inzuzo enkulu yebhizinisi eliyinhloko lenkampani yayingu-26.91%, 21.06% kanye no-19.14% ngokulandelana, okubonisa ukwehla konyaka nonyaka. Izinga lenzuzo elijwayelekile lezinkampani eziyi-10 ezifanayo embonini efanayo lalingu-27.88%, 25.97% kanye no-22.07% ngokulandelana, okuphinde kwabonisa ukwehla.Ibhokisi lamaswidi
Ngokusho kwe-Overview of the Operation of the National Paper and Paperboard Container Industry ngo-2021 eyakhishwa yi-China Packaging Federation, ngo-2021, kwakunezinkampani ezingu-2517 ezingaphezu kosayizi oqokiwe embonini yama-coffee paper nama-paperboard yase-China (zonke izinhlangano zomthetho zezimboni ezinemali engenayo yokusebenza yonyaka eyizigidi ezingama-20 zama-yuan nangaphezulu), enemali engenayo yokusebenza ehlanganisiwe eyizigidi ezingama-319.203 zama-yuan, ukwanda konyaka nonyaka okungu-13.56%, kanye nenzuzo iyonke ehlanganisiwe eyizigidi ezingama-13.229 zama-yuan, ukwehla konyaka nonyaka okungu-5.33%.
UDashengda uthe izinto ezisetshenziswa kakhulu ekukhiqizeni amabhokisi anezinti kanye nebhodi lephepha kwakuyiphepha eliyisisekelo. Izindleko zephepha eliyisisekelo zazingaphezu kuka-70% wezindleko zamabhokisi anezinti ngesikhathi sokubika, okwakuyizindleko zokusebenza eziyinhloko zenkampani. Kusukela ngo-2018, ukuguquguquka kwamanani ephepha eliyisisekelo kuye kwanda ngenxa yomthelela wokwenyuka kwamanani ephepha elingcolile lamazwe ngamazwe, amalahle nezinye izinto eziningi, kanye nomthelela wenani elikhulu lemishini yokugaya iphepha emincane nephakathi nendawo enciphisa ukukhiqizwa nokuvalwa ngaphansi kwengcindezi yokuvikelwa kwemvelo. Ushintsho lwentengo yephepha eliyisisekelo lunomthelela omkhulu ekusebenzeni kwenkampani. Njengoba inani elikhulu lemishini yokugaya iphepha emincane nephakathi nendawo liphoqeleka ukunciphisa ukukhiqizwa nokuvalwa ngaphansi kwengcindezi yemvelo, futhi izwe liqhubeka nokunciphisa ukungeniswa kwephepha elingcolile, uhlangothi lokuhlinzekwa kwephepha eliyisisekelo luzoqhubeka nokuthwala ingcindezi enkulu, ubudlelwano phakathi kokuhlinzekwa nesidingo bungase bungalingani, futhi intengo yephepha eliyisisekelo ingakhuphuka.
Ingxenye ephezulu embonini yokupakisha imikhiqizo yephepha ikakhulukazi ukwenza iphepha, ukuyinyathelisa ngoyinki kanye nemishini yemishini, kanti ingxenye engezansi ikakhulukazi ukudla neziphuzo, imikhiqizo yamakhemikhali yansuku zonke, ugwayi, izinto zikagesi, imithi kanye neminye imboni emikhulu yabathengi. Ezintweni zokusetshenziswa eziphezulu, iphepha eliyisisekelo libala ingxenye enkulu yezindleko zokukhiqiza. Ibhokisi lezinsuku
UQiu Chenyang utshele izintatheli ukuthi ngo-2017, iHhovisi Elijwayelekile loMkhandlu Kahulumeni lakhipha "Uhlelo Lokusebenza Lokuvimbela Ukungena Kwemfucuza Yakwamanye Amazwe Nokukhuthaza Ukuguqulwa Kohlelo Lokuphathwa Kwemfucuza Eqinile", okwenza isilinganiso sokungeniswa kwephepha lomfucuza siqhubeke siqina, futhi izinto zokusetshenziswa zephepha lomfucuza eliyisisekelo lanqunyelwa, futhi intengo yalo yaqala ukukhuphuka yonke indlela. Intengo yephepha eliyisisekelo iyaqhubeka nokukhuphuka, okudala ingcindezi enkulu yezindleko emabhizinisini angaphansi (izindawo zokupakisha, izindawo zokunyathelisa). Phakathi nesikhathi kusukela ngoJanuwari kuya kuFebhuwari 2021, intengo yephepha eliyisisekelo lezimboni yakhuphuka ngendlela engakaze ibonwe. Iphepha elikhethekile ngokuvamile lakhuphuka ngama-yuan ayi-1000/ton, kanti izinhlobo zephepha ngazinye zaze zakhuphuka ngama-yuan ayi-3000/ton ngesikhathi esisodwa.
UQiu Chenyang uthe uchungechunge lwemboni yokupakisha imikhiqizo yephepha luvame ukubonakala “ngokugxila okuphezulu kanye nokusabalala okuphansi”. ibhokisi likashokoledi
Ngokombono kaQiu Chenyang, imboni yephepha ephezulu igxile kakhulu. Amabhizinisi amakhulu njengeJiulong Paper (02689. HK) kanye neChenming Paper (000488. SZ) athathe isabelo esikhulu semakethe. Amandla awo okuxoxisana aqinile futhi kulula ukudlulisela ingozi yentengo yephepha elilahliwe kanye nezinto zokusetshenziswa zamalahle emabhizinisini okupakisha aphansi. Imboni ephansi ihlanganisa izimboni eziningi. Cishe zonke izimboni zokukhiqiza izimpahla zabathengi zidinga amabhizinisi okupakisha njengezixhumanisi ezisekelayo ochungechungeni lokuhlinzeka. Ngaphansi kwemodeli yebhizinisi yendabuko, imboni yokupakisha imikhiqizo yephepha cishe ayincikile embonini ethile ephansi. Ngakho-ke, amabhizinisi okupakisha aphakathi nendawo anamandla amancane oxoxisana kulo lonke uchungechunge lwezimboni. Ibhokisi lokudla
Isikhathi sokuthunyelwe: Feb-09-2023
