He koi ikaika ka ʻoihana pepa pepa, a ua hoʻonui nā ʻoihana i ka hana e hopu i ka mākeke
Me ka hoʻokō ʻana i ka "plastic restriction order" a me nā kulekele ʻē aʻe, ua koi ikaika ka ʻoihana paʻi pepa, a ke hōʻiliʻili nei nā mea hana pepa pepa i ke kālā ma o ka mākeke kapikala e hoʻonui i ka hiki ke hana. Pahu pepa
I kēia mau lā, ua loaʻa ka manaʻo manaʻo mai ka CSRC ke alakaʻi hoʻopuka pepa o Kina ʻo Dashengda (603687. SH). Hoʻolālā ʻo Dashengda e hoʻonui ʻaʻole ʻoi aku ma mua o 650 miliona yuan i kēia manawa e hoʻolilo i nā papahana e like me ka R&D naʻauao a me ka waihona hana o ka pulp molded environment-friendly tableware. ʻAʻole ʻo ia wale nō, ua ʻike pū ka mea hoʻopuka o China Business News mai kēia makahiki, nui nā hui ʻoihana pepa pepa e holo wikiwiki nei i IPO e hoʻopau i ka hoʻolālā hoʻonui me ke kōkua o ka mākeke kapikala. Ma Iulai 12, ua waiho ʻo Fujian Nanwang Environmental Protection Technology Co., Ltd. (i kapa ʻia ʻo "Nanwang Technology") i ka palapala noi noi o ka prospectus no ka hāʻawi mua ʻana o ka lehulehu o nā ʻāpana ma ka GEM. I kēia manawa, hoʻolālā ʻo ia e hoʻonui i 627 miliona yuan, ka mea nui no nā papahana hoʻopihapiha huahana pepa. ʻeke pepa
Ma kahi ninaninau me nā mea hoʻolaha, ua ʻōlelo ka poʻe Dashengda i nā makahiki i hala iho nei, ua hoʻonui ka hoʻokō ʻana i ka "plastic restriction order" a me nā kulekele ʻē aʻe i ka noi o ka ʻoihana pepa pepa holoʻokoʻa. Ma ka manawa like, ma ke ʻano he ʻoihana alakaʻi i ka ʻoihana, he ikaika ikaika ka ʻoihana, a ʻo ka hoʻonui ʻana a me ka hoʻomaikaʻi ʻana o ka loaʻa kālā e like me nā pahuhopu hoʻolālā hoʻomohala lōʻihi o ka ʻoihana.
Ua haʻi aku ʻo Qiu Chenyang, kahi mea noiʻi o China Research Puhua, i ka poʻe nūhou e hoʻonui ana ka ʻoihana i ka mana hana, e hōʻike ana he manaʻo maikaʻi loa nā ʻoihana no ka wā e hiki mai ana o ka mākeke. ʻO ka hoʻomohala wikiwiki ʻana o ka hoʻokele waiwai o ka ʻāina, ka lawe ʻana aku i nā huahana, ka hoʻomohala ʻana i ka e-commerce i ka wā e hiki mai ana, a i ʻole ka hoʻokō ʻana i ke kulekele "plastic restriction order", e hāʻawi ia i ka noi mākeke nui. Ma muli o kēia, e hoʻonui nā ʻoihana alakaʻi i ka ʻoihana i kā lākou mākeke, mālama i ka hoʻokūkū mākeke a hoʻokō i nā ʻoihana waiwai ma o ka hoʻonui ʻana i ka nui o ka hoʻopukapuka.
Hoʻoulu nā kulekele i ka noi mākeke pahu makana
Wahi a ka ʻike lehulehu, ʻo Dashengda ka mea nui i ka noiʻi a me ka hoʻomohala ʻana, ka hana ʻana, ka paʻi ʻana a me ke kūʻai ʻana i nā huahana pepa pepa. Hoʻopili ʻia kāna mau huahana i nā pahu corrugated, ka pahu pahu, nā pahu waina boutique, nā hōʻailona cigareti, a me nā mea ʻē aʻe, a me ka hāʻawi ʻana i nā ʻōnaehana pepa piha piha no ka hoʻolālā ʻana, ka noiʻi a me ka hoʻomohala ʻana, ka hoʻāʻo ʻana, ka hana ʻana, ka hoʻokele waiwai, logistic a me ka hāʻawi ʻana.pahu paka
ʻO ka ʻeke pepa e pili ana i ka ʻeke kūʻai i hana ʻia me ka pepa a me ka pulp ma ke ʻano he kumu kumu. Loaʻa iā ia ka ikaika kiʻekiʻe, haʻahaʻa haʻahaʻa haʻahaʻa, haʻahaʻa haʻahaʻa, ʻaʻohe corrosion, a me kekahi mau wai kū. Eia kekahi, ʻo ka pepa i hoʻohana ʻia no ka hoʻopili ʻana i ka meaʻai e pono ai ka hoʻomaʻemaʻe, sterility, a me nā haumia ʻole o ka pollution.kāʻei hemp
Ma lalo o ke alakaʻi kulekele o ka "plastic restriction order", ka "Opinions on Accelerating the Green Transformation of Express Packaging", a me ka "Notice on Printing and Distributing the" ʻumikūmāhā ʻelima-makahiki hoʻolālā "plastic pollution control action plan", ke koi. no nā huahana pepa e manaʻo ʻia e piʻi nui. Pahu paka
Ua haʻi aku ʻo Qiu Chenyang i ka poʻe nūhou me ka hoʻomaikaʻi ʻana o ka ʻike o ka poʻe i ka mālama ʻana i ke kaiapuni, ua nui nā ʻāina i hoʻopuka i nā "kauoha hoʻopaʻa paʻa" a i ʻole "kauoha pāpā ʻia". No ka laʻana, ua hoʻomaka ʻo New York State o ʻAmelika Hui Pū ʻIa e hoʻokō i ka "kauoha pāpā ʻia" ma Malaki 1, 2020; E pāpā nā lālā o ka EU i ka hoʻohana ʻana i nā huahana plastic disposable mai 2021; Ua hoʻopuka ʻo Kina i nā manaʻo e pili ana i ka hoʻoikaika hou ʻana i ka mālama ʻana i ka Plastic Pollution i Ianuali 2020, a ua manaʻo ʻo ia ma 2020, e alakaʻi ia i ka pāpā ʻana a me ka hoʻopaʻa ʻana i ka hana ʻana, kūʻai aku a me ka hoʻohana ʻana i kekahi mau huahana plastik ma kekahi mau wahi a me nā wahi.hoʻopaʻa vape
Hoʻohana liʻiliʻi ʻia ka hoʻohana ʻana i nā huahana plastik i ke ola o kēlā me kēia lā, a e lilo ka ʻōmaʻomaʻo ʻōmaʻomaʻo i mea koʻikoʻi i ka ulu ʻana o ka ʻoihana pale. ʻO ka mea kikoʻī, e pōmaikaʻi ana ka pahu kīʻaha meaʻai, nā pahu ʻaina-paʻa paʻa, a me nā mea ʻē aʻe mai ka pāpā mālie ʻana i ka hoʻohana ʻana i nā kīʻaha palaka a me ka piʻi ʻana o ka noi; E pōmaikaʻi nā ʻeke lole pale kaiapuni, ʻeke pepa, a me nā mea ʻē aʻe mai nā koi kulekele a hoʻolaha ʻia i nā hale kūʻai kūʻai, nā hale kūʻai kūʻai, nā lāʻau lapaʻau, nā hale kūʻai puke a me nā wahi ʻē aʻe; Ua pōmaikaʻi ka ʻeke pahu Corrugated mai ka pāpā ʻana i ka hoʻohana ʻana i ka pahu plastik express.
ʻO ka ʻoiaʻiʻo, ʻaʻole hiki ke hoʻokaʻawale ʻia ka noi no ka pepa pepa mai nā loli koi o nā ʻoihana mea kūʻai aku. I nā makahiki i hala iho nei, ua hōʻike ka meaʻai, ka mea inu, nā mea hana hale, nā mea kamaʻilio a me nā ʻoihana ʻē aʻe i ka pōmaikaʻi kiʻekiʻe, e hoʻoikaika pono ana i ka ulu ʻana o ka ʻoihana pepa pepa. Pahu leka uila
Ma muli o kēia, ua loaʻa ʻo Dashengda i ka loaʻa kālā ma kahi o 1.664 biliona yuan ma 2021, kahi hoʻonui o 23.2% makahiki ma ka makahiki; I nā hapaha mua ʻekolu o 2022, ʻo ka loaʻa kālā o ka hana ʻana he 1.468 biliona yuan, ʻoi aku ka 25.96% makahiki ma ka makahiki. Ua loaʻa iā Jinjia Shares (002191. SZ) ka loaʻa kālā o 5.067 biliona yuan ma 2021, kahi hoʻonui o 20.89% makahiki ma ka makahiki. ʻO kāna loaʻa kālā nui ma nā hapaha mua ʻekolu o 2022 he 3.942 biliona yuan, kahi hoʻonui o 8% makahiki ma ka makahiki. ʻO ka loaʻa kālā hana o Hexing Packaging (002228. SZ) ma 2021 ma kahi o 17.549 biliona yuan, ma luna o 46.16% makahiki ma ka makahiki. Pahu meaʻai holoholona
Ua haʻi aku ʻo Qiu Chenyang i ka poʻe nūhou i kēia mau makahiki i hala iho nei, me ka hoʻololi mālie ʻana o ka ʻoihana hoʻopili honua i nā ʻāina e ulu nei a me nā ʻāpana i hōʻike ʻia e Kina, ua lilo ka ʻoihana pepa huahana pepa a Kina i mea kaulana i ka ʻoihana pepa pepa honua, a ua lilo i pepa koʻikoʻi. ʻāina mea hoʻolako ʻeke huahana ma ka honua, me ka hoʻonui ʻana i ka nui o ka hoʻopuka.
Wahi a nā helu helu o ka China Packaging Federation, i ka makahiki 2018, ʻo ka nui o ka lawe ʻana a me ka hoʻopuka ʻana o ka ʻoihana pepa pepa o Kina he US $ 5.628 biliona, ʻoi aku ka 15.45% o ka makahiki ma ka makahiki, a ʻo ka nui o ka lawe ʻana he US $ 5.477 biliona, ʻoi aku ka 15.89% makahiki. ma ka makahiki; I ka makahiki 2019, ʻo ka nui o ka lawe ʻana a me ka lawe ʻana aku o ka ʻoihana pepa pepa o Kina he US $ 6.509 biliona, ʻo ia ka nui o ka hoʻoiho ʻana he $ 6.354 biliona, ʻoi aku ka 16.01% o ka makahiki ma ka makahiki; I ka makahiki 2020, ʻo ka nui o ka lawe ʻana mai a me ka hoʻokuʻu aku o ka ʻoihana pepa pepa o Kina he US $ 6.760 biliona, ʻo ia ka nui o ka hoʻoiho ʻana he US $ 6.613 biliona, ʻoi aku ka 4.08% makahiki ma ka makahiki. I ka makahiki 2021, ʻo ka nui o ka lawe ʻana mai a me ka hoʻokuʻu aku o ka ʻoihana pepa pepa pepa o Kina he US $ 8.840 biliona, ʻo ia ka nui o ka hoʻoiho ʻana he US $ 8.669 biliona, e piʻi ana he 31.09% makahiki ma ka makahiki. Pahu pua pua
Ke hoʻomau nei ka piʻi ʻana o ka ʻoihana
Ma lalo o ke kumu o ka koi ikaika, ke hoʻonui nei nā ʻoihana pepa pepa i kā lākou hana hana, a hoʻomau ka hoʻonui ʻana o ka ʻoihana. Pahu paka
Ma Iulai 21, ua hoʻopuka ʻo Dashengda i kahi hoʻolālā no ka hāʻawi ʻole ʻana i ka lehulehu o nā ʻāpana, me ka huina o 650 miliona yuan e hoʻonui ʻia. E hoʻokomo ʻia nā kālā i loaʻa i ka R&D naʻauao a me ka papa hana kumu hana o ka pulp i hoʻoheheʻe ʻia i ka papa ʻaina palekana kūlohelohe, ka hana kūkulu ʻana o Guizhou Renhuai Baisheng naʻauao pepa pahu waina pahu kumu hana a me ke kumu waiwai hana hou. Ma waena o lākou, ʻo ka papahana o ka R&D naʻauao a me ka papa hana no ka papa ʻaina-friendly-friendly pulp-molded e loaʻa i ka mana hana o 30000 tons o pulp-molded environment-friendly tableware i kēlā me kēia makahiki. Ma hope o ka pau ʻana o ka hana kūkulu ʻana o Guizhou Renhuai Baisheng Intelligent Paper Wine Box Production Base, e hoʻokō ʻia ka huahana makahiki o 33 miliona mau pahu waina maikaʻi a me 24 miliona pahu kāleka.
Eia hou, ke holo wikiwiki neiʻo Nanwang Technology i IPO ma ka GEM. Wahi a ka prospectus, hoʻolālā ʻo Nanwang Technology e hoʻonui i 627 miliona yuan no ka papa inoa GEM. Ma waena o lākou, ua hoʻohana ʻia ʻo 389 miliona yuan no ke kūkulu ʻana i 2.247 biliona mau huahana pepa ʻōmaʻomaʻo a me nā ʻoihana e pili ana i ke kaiapuni a me 238 miliona yuan i hoʻohana ʻia no ka hana ʻana i nā huahana pepa a me nā papahana kūʻai.
Ua ʻōlelo ʻo Dashengda, ua manaʻo ʻia ka papahana e hoʻonui i ka ʻoihana pāʻoihana pale kaiapuni o ka ʻoihana, e hoʻonui hou i ka ʻoihana ʻeke waina, hoʻonui i ka laina ʻoihana huahana a hoʻomaikaʻi i ka loaʻa kālā o ka hui.
Ua haʻi aku kekahi kanaka insider i ka mea kākau moʻolelo, ʻo nā ʻoihana pahu pahu corrugated medium a kiʻekiʻe me ka nui a me ka ikaika o ka ʻoihana kekahi o nā pahuhopu nui o ka hoʻonui hou ʻana i ka pāhana hana a me ka hoʻonui ʻana i ka mākeke.
Ma muli o ka haʻahaʻa haʻahaʻa haʻahaʻa haʻahaʻa haʻahaʻa o nā mea hana ʻoihana pahu pepa pepa o Kina a me ka laulā o nā ʻoihana i lalo, nui ka nui o nā hale pahu pahu liʻiliʻi e hilinaʻi nei i ke koi kūloko e ola ai, a he nui nā hale pahu pahu liʻiliʻi a me ka liʻiliʻi. o ka ʻoihana, e hoʻokumu ana i kahi ʻano ʻoihana ʻāpana loa.
I kēia manawa, ʻoi aku ma mua o 2000 mau ʻoihana ma luna o ka nui i koho ʻia i loko o ka ʻoihana hoʻopihapiha huahana pepa home, ʻo ka hapa nui o ia mau ʻoihana liʻiliʻi a me ka nui. ʻOiai ma hope o nā makahiki o ka hoʻomohala ʻana, ua puka mai ka nui o nā ʻoihana nui a me ka ʻenehana holomua i ka ʻoihana, mai ka hiʻohiʻona holoʻokoʻa, haʻahaʻa mau ka manaʻo o ka ʻoihana pepa huahana pepa, a paʻakikī ka hoʻokūkū ʻoihana, e hana ana i kahi piha piha. ʻano mākeke hoʻokūkū.
Ua ʻōlelo ka poʻe i loko o luna nei i mea e hoʻokō ai i ka hoʻokūkū mākeke ikaika loa, ua hoʻomau nā ʻoihana maikaʻi i ka ʻoihana i ka hoʻonui ʻana i ka pae hana a i ʻole hoʻokō i ka hoʻoponopono hou ʻana a me ka hoʻohui ʻana, hahai i ke ala o ka nui a me ka hoʻomohala ikaika, a hoʻomau ka ʻoihana ʻoihana mahuahua.
Hoʻonui ʻia ke kumu kūʻai
Ua hoʻomaopopo ka mea kākau moʻolelo, ʻoiai ua piʻi ka noi o ka ʻoihana paʻi pepa i nā makahiki i hala iho nei, ua emi ka waiwai o ka ʻoihana.
Wahi a ka hōʻike kālā, mai 2019 a 2021, ʻo ka loaʻa kālā o Dashengda i pili i ka hui makua ma hope o ka unuhi ʻana i ka loaʻa ʻole he 82 miliona yuan, 38 miliona yuan a me 61 miliona yuan. ʻAʻole paʻakikī ke ʻike mai ka ʻikepili i hōʻole ʻia ka loaʻa kālā o Dashengda i nā makahiki i hala.pahu keke
Eia kekahi, e like me ka prospectus o Nanwang Technology, mai 2019 a 2021, ʻo ka nui o ka loaʻa kālā o ka ʻoihana nui o ka ʻoihana he 26.91%, 21.06% a me 19.14% kēlā me kēia, e hōʻike ana i kahi ʻano iho i kēlā me kēia makahiki. ʻO ka awelika o ka loaʻa kālā o 10 mau hui like ʻole ma ka ʻoihana like he 27.88%, 25.97% a me 22.07% kēlā me kēia, kahi i hōʻike ʻia i kahi ʻano iho.Pahu candy
Wahi a ka Overview of the Operation of the National Paper and Paperboard Container Industry ma 2021 i hoʻopuka ʻia e ka China Packaging Federation, i ka makahiki 2021, aia he 2517 mau ʻoihana ma luna o ka nui i koho ʻia i loko o ka ʻoihana pahu pepa a me ka pepa pahu pepa (nā hui kānāwai ʻoihana āpau me ka makahiki. loaʻa ka loaʻa kālā o 20 miliona yuan a ma luna), me ka loaʻa kālā hana kumulative o 319.203 biliona yuan, ka piʻi ʻana o ka makahiki-ma-makahiki o 13.56%, a me ka huina kālā o 13.229 biliona yuan, ka emi o ka makahiki-ma-makahiki o 5.33 %.
Ua ʻōlelo ʻo Dashengda ʻo ka mea kumu nui no ka hana ʻana i nā pahu corrugated a me ka pepa pepa he pepa kumu. ʻO ke kumu kūʻai o ka pepa kumu i ʻoi aku ma mua o 70% o ke kumukūʻai o nā pahu pahu corrugated i ka wā hōʻike, ʻo ia ke kumu kūʻai nui o ka ʻoihana. Mai ka makahiki 2018, ua piʻi ka piʻi ʻana o nā kumukūʻai pepa kumu ma muli o ka hopena o ka piʻi ʻana o nā kumukūʻai o ka pepa ʻōpala honua, ka lanahu a me nā waiwai nui ʻē aʻe, a me ka hopena o ka nui o nā wili pepa liʻiliʻi a liʻiliʻi. ka hana ʻana a me ka pani ʻana ma lalo o ke kaomi o ka pale kaiapuni. He hopena nui ka hoʻololi ʻana o ke kumu kūʻai pepa kumu i ka hana o ka ʻoihana. E like me ka nui o nā wili pepa liʻiliʻi a me ka liʻiliʻi e koi ʻia e kaupalena i ka hana ʻana a pani ʻia ma lalo o ke kaomi kaiapuni, a ke kāohi hou nei ka ʻāina i ka lawe ʻana mai o ka pepa ʻōpala, e hoʻomau ka ʻaoʻao hoʻolako o ka pepa kumu i ke kaumaha nui, ka pilina. ma waena o ka hoʻolako a me ka noi ʻaʻole i kaulike, a piʻi paha ke kumukūʻai o ka pepa kumu.
ʻO ka upstream o ka ʻoihana hoʻopihapiha huahana pepa ka nui o ka hana pepa, ka paʻi ʻana i ka ʻīnika a me nā lako mīkini, a ʻo ka lalo o ka meaʻai a me ka mea inu, nā huahana kemika i kēlā me kēia lā, ka paka, nā mea uila, nā lāʻau lapaʻau a me nā ʻoihana kūʻai nui ʻē aʻe. Ma nā mea maka, ʻo ka pepa kumu ka helu kiʻekiʻe o nā kumukūʻai hana. Pahu lā
Ua haʻi aku ʻo Qiu Chenyang i ka poʻe nūhou i ka makahiki 2017, ua hoʻopuka ke Keʻena Nui o ka ʻAha Moku'āina i ka "Hoʻolālā Hoʻokō no ka pāpā ʻana i ke komo ʻana o nā ʻōpala ʻē aʻe a me ka hoʻolaha ʻana i ka hoʻoponopono hou ʻana o ka Solid Waste Import Management System", ka mea i hoʻomau i ka quota import o ka pepa ʻōpala. hoʻopaʻa ʻia, a ua kaupalena ʻia nā mea maka o ka pepa ʻōpala pepa kumu, a ua hoʻomaka ke kumukūʻai e piʻi i ke ala āpau. Ke piʻi mau nei ke kumukūʻai o ka pepa kumu, e hana ana i ke koʻikoʻi koʻikoʻi ma nā ʻoihana o lalo (nā mea kanu paʻi, nā mea kanu paʻi). I loko o ka manawa mai Ianuali a Pepeluali 2021, ua piʻi mua ke kumukūʻai o ka pepa waihona ʻoihana. Ua piʻi maʻamau ka pepa kūikawā ma 1000 yuan/ton, a ua lele nā ʻano pepa pākahi i 3000 yuan/ton i ka manawa hoʻokahi.
Ua ʻōlelo ʻo Qiu Chenyang, ʻo ke kaulahao o ka ʻoihana pepa pepa i hōʻike ʻia e ka "upstream concentration and downstream dispersion". pahu kokoleka
I ka manaʻo o Qiu Chenyang, ua hoʻokumu nui ʻia ka ʻoihana pepa upstream. ʻO nā ʻoihana nui e like me Jiulong Paper (02689. HK) a me Chenming Paper (000488. SZ) ua paʻa i kahi mākeke nui. He ikaika ko lākou mana kūʻai a he maʻalahi ke hoʻololi i ka pilikia o ke kumukūʻai o ka pepa ʻōpala a me nā kumu lāʻau lanahu i nā ʻoihana paʻa lalo. Hoʻopili ka ʻoihana i lalo i nā ʻano ʻoihana ākea. Aneane e pono nā ʻoihana hana mea kūʻai aku i nā ʻoihana hoʻopihapiha e like me nā loulou kākoʻo i ke kaulahao lako. Ma lalo o ke ʻano ʻoihana maʻamau, ʻaʻole i hilinaʻi ka ʻoihana hoʻopihapiha huahana pepa i kahi ʻoihana iho. No laila, ʻoi aku ka maikaʻi o ka mana kūʻai aku i nā ʻoihana paʻi ma waena o ke kaulahao ʻoihana holoʻokoʻa. Pahu meaʻai
Ka manawa hoʻouna: Feb-09-2023
