Kev lag luam ntim ntawv muaj kev xav tau zoo, thiab cov tuam txhab lag luam tau nthuav dav ntau lawm los txeeb lub khw
Nrog rau kev ua raws li "kev txwv cov yas" thiab lwm yam kev cai, kev lag luam ntim ntawv muaj kev xav tau zoo, thiab cov tuam txhab ntim ntawv tau nce nyiaj los ntawm kev lag luam peev los nthuav tawm cov peev txheej ntau lawm. Lub thawv ntawv
Tsis ntev los no, Tuam Tshoj tus thawj coj ntim ntawv Dashengda (603687. SH) tau txais kev tawm tswv yim los ntawm CSRC. Dashengda npaj yuav nce tsis tshaj 650 lab yuan lub sij hawm no los nqis peev rau tej yaam num xws li cov ntse R & D thiab ntau lawm puag ntawm pulp molded ib puag ncig-phooj ywg tableware. Tsis tas li ntawd xwb, tus neeg sau xov xwm ntawm Tuam Tshoj Kev Lag Luam Xov Xwm kuj tau pom tias txij li xyoo no, ntau lub tuam txhab ntim ntawv ntim kev lag luam tau maj nrawm rau IPO kom ua tiav lub peev xwm nthuav tawm tswv yim nrog kev pab los ntawm kev lag luam peev. Thaum Lub Xya Hli 12, Fujian Nanwang Environmental Protection Technology Co., Ltd. (tom qab no hu ua "Nanwang Technology") tau xa daim ntawv thov daim ntawv thov rau daim ntawv tshaj tawm rau thawj zaug pej xeem muab faib ntawm GEM. Lub sijhawm no, nws npaj yuav nce 627 lab yuan, feem ntau yog rau cov ntawv ntim khoom lag luam. hnab ntawv
Hauv kev xam phaj nrog cov neeg sau xov xwm, Dashengda cov neeg tau hais tias nyob rau xyoo tas los no, kev ua raws li "kev txwv txiav yas" thiab lwm txoj cai tau nce qhov kev thov ntawm tag nrho cov ntawv ntim khoom lag luam. Nyob rau tib lub sij hawm, raws li ib tug ua lag luam nyob rau hauv kev lag luam, lub tuam txhab muaj ib tug zoo tag nrho lub zog, thiab kev nthuav dav thiab kev txhim kho cov nyiaj tau los yog nyob rau hauv txoj kab nrog lub tuam txhab txoj kev loj hlob mus sij hawm ntev lub hom phiaj.
Qiu Chenyang, tus kws tshawb fawb ntawm Tuam Tshoj Kev Tshawb Fawb Puhua, tau hais rau cov neeg sau xov xwm tias kev lag luam tau nce lub peev xwm ntau lawm, uas qhia tau hais tias cov tuam txhab muaj kev cia siab rau yav tom ntej ntawm kev ua lag luam. Txawm hais tias nws yog txoj kev loj hlob sai ntawm lub teb chaws kev lag luam, kev xa tawm ntawm cov khoom lag luam, kev loj hlob ntawm e-lag luam yav tom ntej, lossis kev ua raws li "kev txwv txiav cov yas" txoj cai, nws yuav muab kev lag luam loj heev. Raws li qhov no, cov tuam txhab ua lag luam hauv kev lag luam yuav nce lawv txoj kev lag luam, tswj kev lag luam kev sib tw thiab ua tiav kev lag luam ntawm cov nplai los ntawm kev nce cov peev txheej.
Txoj cai txhawb kev lag luam xav tau lub thawv khoom plig
Raws li cov ntaub ntawv pej xeem, Dashengda feem ntau koom nrog hauv kev tshawb fawb thiab kev tsim kho, tsim khoom, luam ntawv thiab muag khoom ntawm cov ntawv ntim khoom. Nws cov khoom suav nrog corrugated cartons, cardboard, boutique wine boxes, luam yeeb luam yeeb, thiab lwm yam, nrog rau kev muab cov ntawv ntim cov kev daws teeb meem rau kev ntim khoom, kev tshawb fawb thiab kev tsim kho, kev sim, kev tsim khoom, kev tswj cov khoom muag, kev xa khoom thiab kev xa tawm.luam yeeb kem
Daim ntawv ntim yog hais txog cov khoom ntim khoom ua los ntawm cov ntawv thiab cov ntaub so ntswg ua cov ntaub ntawv tseem ceeb. Nws muaj lub zog siab, tsis muaj dej noo, tsis muaj permeability, tsis muaj corrosion, thiab qee yam dej tsis kam. Tsis tas li ntawd, daim ntawv siv rau ntim khoom noj kuj xav tau kev huv, tsis muaj menyuam, thiab tsis muaj kuab paug tsis huv.ntim hemp
Raws li txoj cai tswjfwm ntawm "kev txwv txiav cov yas", "Kev Pom Zoo rau Kev Ua kom nrawm ntawm Kev Hloov Kho Ntsuab ntawm Kev Ntim Ntim", thiab "Kev Ceeb Toom Txog Kev Luam Ntawv thiab Kev Tshaj Tawm" Lub Plaub Hlis Tsib Hlis "Plastic Tswj Kev Tswj Xyuas Kev Ua Txhaum Cai", qhov kev thov rau cov khoom siv ntawv yuav tsum tau nce siab. Haus luam yeeb thawv
Qiu Chenyang tau hais rau cov neeg sau xov xwm tias nrog kev txhim kho ntawm tib neeg txoj kev paub txog kev tiv thaiv ib puag ncig, ntau lub tebchaws tau tshaj tawm "kev txwv cov yas" lossis "cov ntawv txwv yas". Piv txwv li, New York Lub Xeev Tebchaws Meskas tau pib siv "kev txwv txiav yas" thaum Lub Peb Hlis 1, 2020; EU cov tswvcuab yuav txwv tsis pub siv cov khoom yas pov tseg los ntawm 2021; Tuam Tshoj tau tshaj tawm Cov Kev Xav Tau Ntxiv Ntxiv Kev Txhim Kho Kev Kho Cov Plastic Pollution thaum Lub Ib Hlis 2020, thiab tau hais tias los ntawm 2020, nws yuav ua tus thawj coj hauv kev txwv thiab txwv kev tsim khoom, muag thiab siv qee cov khoom yas hauv qee thaj tsam thiab thaj chaw.vape ntim
Kev siv cov khoom yas hauv lub neej niaj hnub yog maj mam txwv, thiab ntim ntsuab yuav dhau los ua ib qho tseem ceeb ntawm txoj kev loj hlob ntawm kev lag luam ntim. Tshwj xeeb, cov khoom noj khoom haus-qib duab los qhia, ib puag ncig-phooj ywg cov ntawv-yas noj su lub thawv, thiab lwm yam yuav tau txais txiaj ntsig los ntawm kev maj mam txwv tsis pub siv cov khoom siv yas pov tseg thiab kev thov nce ntxiv; Ib puag ncig tiv thaiv cov hnab ntim ntawv, hnab ntawv, thiab lwm yam yuav tau txais txiaj ntsig los ntawm txoj cai tswjfwm thiab kev txhawb nqa hauv khw, khw muag khoom, khw muag tshuaj, khw muag ntawv thiab lwm qhov chaw; Corrugated lub thawv ntim tau txais txiaj ntsig los ntawm kev txwv tsis pub siv cov ntim yas nthuav dav.
Qhov tseeb, qhov kev thov rau cov ntawv ntim yog sib cais los ntawm qhov kev thov hloov pauv ntawm cov neeg siv khoom lag luam hauv qab. Nyob rau hauv xyoo tas los no, cov khoom noj, dej haus, khoom siv hauv tsev, khoom siv sib txuas lus thiab lwm yam kev lag luam tau pom tias muaj kev vam meej, muaj txiaj ntsig zoo rau kev loj hlob ntawm kev lag luam ntim ntawv. Xa ntawv lub thawv
Kev cuam tshuam los ntawm qhov no, Dashengda ua tiav cov nyiaj tau los ntawm kev ua haujlwm ntawm 1.664 billion yuan hauv 2021, nce ntawm 23.2% xyoo rau xyoo; Hauv thawj peb lub hlis twg ntawm 2022, qhov kev paub txog kev ua haujlwm tau nyiaj yog 1.468 billion yuan, nce 25.96% xyoo rau xyoo. Jinjia Shares (002191. SZ) ua tiav cov nyiaj tau los ntawm 5.067 billion yuan hauv 2021, nce 20.89% xyoo rau xyoo. Nws cov nyiaj tau los tseem ceeb hauv thawj peb lub hlis twg ntawm 2022 yog 3.942 billion yuan, nce 8% xyoo rau xyoo. Cov nyiaj tau los ntawm kev ua haujlwm ntawm Hexing Ntim (002228. SZ) hauv 2021 yog kwv yees li 17.549 billion yuan, nce 46.16% xyoo rau xyoo. Tsiaj zaub mov box
Qiu Chenyang tau hais rau cov neeg sau xov xwm tias nyob rau xyoo tas los no, nrog rau kev hloov pauv ntawm kev lag luam ntim thoob ntiaj teb mus rau cov tebchaws tsim thiab thaj chaw uas sawv cev los ntawm Tuam Tshoj, Tuam Tshoj cov ntawv ntim khoom lag luam tau dhau los ua qhov tseem ceeb hauv kev lag luam ntim ntawv thoob ntiaj teb, thiab tau dhau los ua cov ntawv tseem ceeb. cov khoom ntim khoom muag lub teb chaws nyob rau hauv lub ntiaj teb no, nrog rau export scale expanding.
Raws li kev txheeb cais ntawm Tuam Tshoj Ntim Federation, xyoo 2018, tag nrho cov khoom lag luam xa tawm thiab xa tawm ntawm Tuam Tshoj cov ntawv ntim kev lag luam yog US $ 5.628 billion, nce 15.45% xyoo rau xyoo, ntawm cov khoom xa tawm yog US $ 5.477 billion, nce 15.89% xyoo. nyob rau xyoo; Nyob rau hauv 2019, tag nrho cov ntshuam thiab export ntim ntawm Tuam Tshoj cov ntawv ntim kev lag luam yog US $ 6.509 billion, uas cov export ntim yog US $ 6.354 billion, nce 16.01% xyoo rau xyoo; Xyoo 2020, tag nrho cov khoom xa tawm thiab xa tawm ntawm Tuam Tshoj cov ntawv ntim kev lag luam yog US $ 6.760 billion, ntawm cov khoom xa tawm yog US $ 6.613 billion, nce 4.08% xyoo rau xyoo. Nyob rau hauv 2021, tag nrho cov ntshuam thiab export ntim ntawm Tuam Tshoj cov ntawv ntim cov khoom lag luam yuav yog US $ 8.840 billion, ntawm cov export ntim yuav yog US $ 8.669 billion, nce 31.09% xyoo nyob rau xyoo. Bouquet ntim lub thawv
Kev lag luam concentration tseem nce ntxiv
Raws li keeb kwm ntawm kev xav tau muaj zog, cov ntawv ntim khoom lag luam kuj nce lawv lub peev xwm ntau lawm, thiab kev lag luam concentration tseem nce ntxiv. Cigar box
Thaum Lub Xya Hli 21, Dashengda tau tshaj tawm ib txoj kev npaj rau qhov tsis yog pej xeem muab faib, nrog rau tag nrho cov nyiaj ntawm 650 lab yuan yuav tsum tau tsa. Cov nyiaj tau los yuav tau nqis peev rau hauv kev txawj ntse R & D thiab cov phiaj xwm tsim khoom ntawm cov khoom siv hluav taws xob hauv ib puag ncig tiv thaiv tableware, kev tsim kho ntawm Guizhou Renhuai Baisheng ntse ntawv wine box tsim thiab cov peev txheej ntxiv. Ntawm lawv, qhov project ntawm ntse R & D thiab ntau lawm puag rau pulp-molded ib puag ncig-phooj ywg tableware yuav muaj peev xwm ntau lawm ntawm 30000 tons ntawm pulp-molded ib puag ncig-phooj ywg tableware txhua xyoo. Tom qab ua tiav qhov kev tsim kho ntawm Guizhou Renhuai Baisheng Intelligent Paper Wine Box Production Base, txhua xyoo cov khoom tsim tawm ntawm 33 lab lub thawv zoo thiab 24 lab daim npav yuav raug pom.
Tsis tas li ntawd, Nanwang Technology tau maj nrawm rau IPO ntawm GEM. Raws li daim ntawv tshaj tawm, Nanwang Technology npaj yuav nce 627 lab yuan rau cov npe GEM. Ntawm lawv, 389 lab yuan tau siv rau kev tsim kho ntawm 2.247 billion ntsuab thiab ib puag ncig-phooj ywg cov ntaub ntawv cov khoom lag luam ntse thiab 238 lab yuan tau siv rau cov ntawv ntim khoom ntim thiab muag cov haujlwm.
Dashengda tau hais tias txoj haujlwm no tau npaj los ua kom lub tuam txhab kev tiv thaiv ib puag ncig cov khoom lag luam, txuas ntxiv nthuav dav lub lag luam pob cawv, txhawb nqa lub tuam txhab cov khoom lag luam kab thiab txhim kho lub tuam txhab cov txiaj ntsig.
Ib tus neeg sab hauv tau hais rau tus neeg sau xov xwm tias qhov nruab nrab thiab high-end corrugated lub thawv lag luam nrog qee qhov teev thiab lub zog hauv kev lag luam muaj ib lub hom phiaj tseem ceeb ntawm kev nthuav dav ntau lawm thiab kev lag luam thiab nce kev lag luam.
Vim tias qhov qis nkag ntawm Tuam Tshoj cov ntawv ntim cov khoom lag luam cov chaw tsim khoom lag luam thiab cov kev lag luam qis qis, ntau lub thawv me me nyob ntawm qhov xav tau hauv zos kom muaj sia nyob, thiab muaj ntau lub thawv me me thiab nruab nrab ntawm qhov qis kawg. ntawm kev lag luam, tsim ib qho kev lag luam fragmented heev.
Tam sim no, muaj ntau tshaj 2000 lub lag luam saum toj no qhov loj me nyob rau hauv cov ntawv ntim khoom lag luam, feem ntau yog cov lag luam me thiab nruab nrab. Txawm hais tias tom qab xyoo ntawm txoj kev loj hlob, ib tug xov tooj ntawm loj-scale thiab technologically advanced manufacturing tuam txhab uas muag tau tshwm sim nyob rau hauv kev lag luam, los ntawm tag nrho cov foundations, lub concentration ntawm cov ntaub ntawv ntim kev lag luam tseem tsawg, thiab kev lag luam kev sib tw yog nruj heev, tsim ib tug tag nrho. kev sib tw ua lag luam qauv.
Cov neeg sab hauv saum toj no tau hais tias txhawm rau tiv thaiv kev sib tw ua lag luam hnyav zuj zus, cov lag luam muaj txiaj ntsig hauv kev lag luam txuas ntxiv nthuav dav cov khoom lag luam lossis ua kom rov tsim kho thiab kev sib koom ua ke, ua raws li txoj hauv kev ntawm kev teev thiab kev loj hlob, thiab kev lag luam concentration txuas ntxiv mus. nce.
Nce nqi siab
Tus neeg sau xov xwm tau sau tseg tias txawm hais tias qhov kev thov ntawm cov ntawv ntim kev lag luam tau nce hauv xyoo tas los no, cov txiaj ntsig kev lag luam tau poob qis.
Raws li daim ntawv tshaj tawm nyiaj txiag, los ntawm 2019 txog 2021, Dashengda cov nyiaj tau los ntawm cov tuam txhab niam txiv tom qab txiav tawm cov nyiaj tsis tau yog 82 lab yuan, 38 lab yuan thiab 61 lab yuan. Nws tsis yooj yim pom los ntawm cov ntaub ntawv uas cov nyiaj tau los ntawm Dashengda tau poob qis hauv xyoo tas los no.ncuav qab zib box
Tsis tas li ntawd, raws li daim ntawv tshaj tawm ntawm Nanwang Technology, los ntawm 2019 txog 2021, cov nyiaj tau los tag nrho ntawm lub tuam txhab kev lag luam tseem ceeb yog 26.91%, 21.06% thiab 19.14% feem, qhia txog kev poob qis xyoo los ntawm lub xyoo. Qhov nruab nrab cov nyiaj tau los nruab nrab ntawm 10 cov tuam txhab sib piv hauv tib qhov kev lag luam yog 27.88%, 25.97% thiab 22.07% raws li, uas kuj pom qhov kev poob qis.Khoom qab zib box
Raws li Cov Txheej Txheem Kev Ua Haujlwm ntawm Kev Lag Luam Hauv Tebchaws thiab Paperboard Thawv Kev Lag Luam hauv xyoo 2021 tau tshaj tawm los ntawm Tuam Tshoj Ntim Federation, xyoo 2021, muaj 2517 cov tuam txhab tshaj li qhov loj ntawm Tuam Tshoj cov ntawv thiab cov thawv ntawv ntim kev lag luam (tag nrho cov koom haum muaj cai lij choj nrog rau ib xyoos twg. kev khiav hauj lwm cov nyiaj tau los ntawm 20 lab yuan thiab saum toj no), nrog rau kev khiav hauj lwm cov nyiaj khwv tau los ntawm 319.203 billion yuan, ib xyoo-rau-xyoo nce ntawm 13.56%, thiab tag nrho cov nyiaj tau los ntawm 13.229 billion yuan, ib xyoo-rau-xyoo txo ntawm 5.33. %.
Dashengda tau hais tias cov khoom siv tseem ceeb rau kev tsim cov corrugated cartons thiab paperboard yog cov ntawv hauv paus. Tus nqi ntawm cov ntawv hauv paus suav txog ntau dua 70% ntawm tus nqi ntawm cov thawv ntawv corrugated thaum lub sijhawm tshaj tawm, uas yog tus nqi tseem ceeb ntawm lub tuam txhab. Txij li xyoo 2018, qhov kev hloov pauv ntawm cov ntawv sau nqi tau nce ntxiv vim qhov cuam tshuam ntawm kev nce nqi ntawm cov ntawv pov tseg thoob ntiaj teb, thee thiab lwm yam khoom lag luam, nrog rau kev cuam tshuam ntawm ntau cov ntawv me me thiab nruab nrab ntawm cov ntawv mills txwv. ntau lawm thiab kaw cia nyob rau hauv lub siab ntawm ib puag ncig tiv thaiv. Qhov kev hloov pauv ntawm tus nqi ntawv hauv paus muaj kev cuam tshuam zoo rau lub tuam txhab kev ua haujlwm. Raws li ib tug loj tus naj npawb ntawm cov me me thiab nruab nrab cov ntawv mills raug yuam kom txwv tsis pub ntau lawm thiab kaw nyob rau hauv ib puag ncig lub siab, thiab lub teb chaws ntxiv txwv tsis pub cov ntshuam ntawm cov ntawv pov tseg, cov khoom siv ntawm cov ntawv hauv paus yuav ua rau muaj kev kub ntxhov, kev sib raug zoo. nruab nrab ntawm cov khoom siv thiab kev xav tau tseem yuav tsis sib npaug, thiab tus nqi ntawm cov ntawv hauv paus yuav nce.
Lub hauv paus ntawm cov ntawv ntim khoom lag luam feem ntau yog papermaking, luam ntawv number case thiab cov cuab yeej siv tshuab, thiab cov khoom siv hauv qab yog cov khoom noj thiab dej haus, cov khoom siv tshuaj txhua hnub, luam yeeb, cov khoom siv hluav taws xob, tshuaj thiab lwm yam kev lag luam loj. Nyob rau hauv cov ntaub ntawv raw cov ntaub ntawv, cov ntaub ntawv hauv paus muaj feem ntau ntawm cov nqi tsim khoom. Hnub tim lub thawv
Qiu Chenyang tau hais rau cov neeg sau xov xwm tias xyoo 2017, Lub Tsev Haujlwm Saib Xyuas Kev Ua Haujlwm ntawm Lub Xeev tau tshaj tawm "Kev Npaj Ua Haujlwm ntawm Kev Tiv Thaiv Kev Nkag Tebchaws ntawm Cov Khoom Siv Hluav Taws Xob thiab Txhawb Kev Txhim Kho ntawm Cov Khoom Siv Khoom Siv Ntshuam Ntshuam", uas ua rau cov ntshuam ntawm cov ntawv pov tseg txuas ntxiv mus. nruj, thiab cov khoom siv raw ntawm cov ntaub ntawv pov tseg hauv qab tau txwv, thiab nws cov nqi pib nce txhua txoj kev. Tus nqi ntawm cov ntawv hauv paus tseem nce ntxiv, tsim cov nqi siab rau cov lag luam hauv qab (cov chaw ntim khoom, cov chaw luam ntawv). Nyob rau lub sijhawm txij Lub Ib Hlis mus txog Lub Ob Hlis 2021, tus nqi ntawm cov ntawv hauv paus kev lag luam tau nce tsis tau pom dua. Cov ntawv tshwj xeeb feem ntau tau nce los ntawm 1000 yuan / tuj, thiab cov ntawv ib leeg txawm dhia los ntawm 3000 yuan / tuj ib zaug.
Qiu Chenyang tau hais tias cov ntawv ntim khoom lag luam cov saw hlau feem ntau yog tus cwj pwm los ntawm "sab saud concentration thiab downstream dispersion". chocolate box
Nyob rau hauv Qiu Chenyang txoj kev xav, kev lag luam ntawv sab saud yog qhov tseem ceeb heev. Cov lag luam loj xws li Jiulong Paper (02689. HK) thiab Chenming Paper (000488. SZ) tau tuav lub lag luam loj. Lawv lub zog sib cog lus muaj zog thiab nws yooj yim rau kev hloov pauv tus nqi pheej hmoo ntawm cov ntawv pov tseg thiab cov khoom siv thee rau cov lag luam ntim qis. Kev lag luam downstream npog ntau yam kev lag luam. Yuav luag tag nrho cov neeg siv khoom lag luam tsim khoom lag luam xav tau cov lag luam ntim khoom raws li kev txhawb nqa kev sib txuas hauv cov khoom siv. Raws li cov qauv kev lag luam ib txwm muaj, cov ntawv ntim khoom lag luam yuav luag tsis vam khom rau kev lag luam hauv qab. Yog li ntawd, cov lag luam ntim hauv nruab nrab muaj kev sib tham tsis zoo nyob rau hauv tag nrho cov saw hlau. Lub thawv zaub mov
Post lub sij hawm: Feb-09-2023
