Makampani opanga mapepala amafunikira kwambiri, ndipo mabizinesi akulitsa kupanga kuti agwire msika
Ndi kukhazikitsidwa kwa "dongosolo loletsa pulasitiki" ndi mfundo zina, makampani opanga mapepala amafunikira kwambiri, ndipo opanga mapepala akukweza ndalama kudzera mumsika waukulu kuti akulitse mphamvu zopanga. Bokosi la pepala
Posachedwapa, mtsogoleri wonyamula mapepala ku China Dashengda (603687. SH) adalandira ndemanga kuchokera ku CSRC. Dashengda akufuna kukweza yuan zosaposa 650 miliyoni nthawi ino kuti agwiritse ntchito ntchito monga R&D wanzeru komanso maziko opangira zida zamkati zokongoletsedwa ndi chilengedwe. Osati zokhazo, mtolankhani wa China Business News adawonanso kuti kuyambira chaka chino, makampani ambiri ogulitsa mapepala akuthamangira ku IPO kuti amalize njira yowonjezera mphamvu mothandizidwa ndi msika waukulu. Pa July 12, Fujian Nanwang Environmental Protection Technology Co., Ltd. (yomwe tsopano imatchedwa "Nanwang Technology") inapereka zolemba zolembera zomwe zidzaperekedwe koyamba kwa anthu pa GEM. Nthawi ino, ikukonzekera kukweza ma yuan miliyoni 627, makamaka pamapulojekiti opaka zinthu zamapepala. thumba la pepala
Poyankhulana ndi atolankhani, anthu a Dashengda adanena kuti m'zaka zaposachedwa, kukhazikitsidwa kwa "pulasitiki yoletsa" ndi ndondomeko zina zawonjezera kufunika kwa makampani onse opangira mapepala. Nthawi yomweyo, monga bizinesi yotsogola pamakampani, kampaniyo ili ndi mphamvu zochulukirapo, ndipo kukulitsa ndi kuwongolera phindu kumagwirizana ndi zolinga zamakampani zomwe zakhala zikuyenda bwino.
Qiu Chenyang, wofufuza wa China Research Puhua, adauza atolankhani kuti makampaniwa akuwonjezera mphamvu zopanga, zomwe zikuwonetsa kuti mabizinesi ali ndi chiyembekezo chamtsogolo cha msika. Kaya ndi chitukuko chofulumira cha chuma cha dziko, kugulitsa katundu kunja, chitukuko cha malonda a e-commerce m'tsogolomu, kapena kukhazikitsidwa kwa ndondomeko ya "pulasitiki yoletsa ndondomeko", idzapereka kufunikira kwakukulu kwa msika. Kutengera izi, mabizinesi otsogola pamsika azikulitsa gawo lawo pamsika, kusunga mpikisano wamsika ndikukwaniritsa chuma chambiri powonjezera kuchuluka kwa ndalama.
Ndondomeko zimalimbikitsa kufunikira kwa msika bokosi la mphatso
Malinga ndi chidziwitso cha anthu, Dashengda imagwira ntchito kwambiri pa kafukufuku ndi chitukuko, kupanga, kusindikiza ndi kugulitsa zinthu zamapepala. Zogulitsa zake zimaphimba makatoni a malata, makatoni, mabokosi avinyo a boutique, zizindikiro za ndudu, ndi zina zotere, komanso kupereka mayankho athunthu amapaka pamapepala pamapangidwe, kafukufuku ndi chitukuko, kuyesa, kupanga, kasamalidwe kazinthu, kasamalidwe kazinthu ndi kugawa.bokosi la ndudu
Kupaka mapepala kumatanthawuza kulongedza kwazinthu zopangidwa ndi mapepala ndi zamkati monga zida zazikulu zopangira. Lili ndi mphamvu zambiri, chinyezi chochepa, kutsika pang'ono, kusachita dzimbiri, komanso kukana madzi. Komanso, mapepala omwe amagwiritsidwa ntchito polongedza chakudya amafunikanso kukhala aukhondo, ukhondo, komanso zonyansa zopanda kuipitsa.hemp phukusi
Motsogozedwa ndi ndondomeko ya "pulasitiki yoletsa", "Maganizo pa Kufulumizitsa Kusintha kwa Green kwa Express Packaging", ndi "Chidziwitso pa Kusindikiza ndi Kugawa" Ndondomeko ya Zaka khumi ndi zinayi "ndondomeko yowononga kuwonongeka kwa pulasitiki", zofuna kwa zinthu zopangidwa ndi mapepala zikuyembekezeka kukwera kwambiri. Bokosi la fodya
Qiu Chenyang adauza atolankhani kuti pakuwongolera kuzindikira kwa anthu zachitetezo cha chilengedwe, mayiko ambiri apereka "malamulo oletsa pulasitiki" kapena "malamulo oletsa pulasitiki". Mwachitsanzo, New York State ku United States inayamba kugwiritsa ntchito “pulasitiki yoletsa” pa Marichi 1, 2020; Mayiko omwe ali m'bungwe la EU aletsa kugwiritsa ntchito zinthu zapulasitiki zotayidwa kuyambira 2021; Dziko la China lidapereka Malingaliro Olimbikitsa Kuthana ndi Kuwonongeka kwa Pulasitiki mu Januware 2020, ndipo linanena kuti pofika chaka cha 2020, izikhala patsogolo pakuletsa ndi kuletsa kupanga, kugulitsa ndi kugwiritsa ntchito zinthu zina zapulasitiki m'madera ndi madera ena.vape phukusi
Kugwiritsa ntchito zinthu zapulasitiki m'moyo watsiku ndi tsiku kumachepa pang'onopang'ono, ndipo kuyika zobiriwira kudzakhala njira yofunika kwambiri yopangira ma CD. Mwachindunji, makatoni a chakudya, mabokosi osungira mapepala apulasitiki, ndi zina zotero, adzapindula ndi kuletsa kwapang'onopang'ono kwa kugwiritsa ntchito zipangizo zapulasitiki zotayidwa komanso kuwonjezeka kwa kufunikira; Zikwama za nsalu zoteteza chilengedwe, matumba a mapepala, ndi zina zotero zidzapindula ndi zofunikira za ndondomeko ndikukwezedwa m'masitolo, masitolo akuluakulu, ma pharmacies, masitolo ogulitsa mabuku ndi malo ena; Kupaka m'mabokosi opangidwa ndi malata kunapindula ndi kuletsa kugwiritsa ntchito mapaketi apulasitiki.
M'malo mwake, kufunikira kwa mapepala olongedza sikungasiyanitsidwe ndi kusintha komwe kumafunikira m'mafakitale otsika mtengo. M'zaka zaposachedwa, chakudya, zakumwa, zida zapakhomo, zida zoyankhulirana ndi mafakitale ena zawonetsa kutukuka kwakukulu, zomwe zikuyendetsa bwino kukula kwamakampani opanga mapepala. Mailer box
Pokhudzidwa ndi izi, a Dashengda adapeza ndalama zogwirira ntchito pafupifupi 1.664 biliyoni mu 2021, kuwonjezeka kwa 23.2% chaka chilichonse; M'magawo atatu oyambirira a 2022, ndalama zomwe zimagwiritsidwa ntchito zinali 1.468 biliyoni yuan, kukwera 25.96% chaka ndi chaka. Jinjia Shares (002191. SZ) adapeza ndalama zokwana 5.067 biliyoni mu 2021, zomwe zidakwera 20.89% chaka chilichonse. Ndalama zake zazikulu m'magawo atatu oyambirira a 2022 zinali 3.942 biliyoni yuan, kuwonjezeka kwa 8% chaka ndi chaka. Ndalama zogwirira ntchito za Hexing Packaging (002228. SZ) mu 2021 zinali pafupifupi 17.549 biliyoni ya yuan, kukwera 46.16% chaka chilichonse. Bokosi la chakudya cha ziweto
Qiu Chenyang adauza atolankhani kuti m'zaka zaposachedwa, ndi kusamutsidwa kwapang'onopang'ono kwamakampani opanga ma CD padziko lonse lapansi kupita kumayiko omwe akutukuka kumene komanso madera omwe akuimiridwa ndi China, makampani opanga mapepala aku China akuchulukirachulukira pamakampani opanga ma CD padziko lonse lapansi, ndipo wakhala pepala lofunikira kwambiri. dziko lopereka zinthu zonyamula katundu padziko lonse lapansi, ndi kuchuluka kwa zotumiza kunja.
Malinga ndi ziwerengero za China Packaging Federation, mu 2018, kuchuluka konse kwamakampani ogulitsa mapepala aku China kunali US $ 5.628 biliyoni, kukwera 15.45% chaka chilichonse, pomwe kuchuluka kwa katundu wotumiza kunja kunali US $ 5.477 biliyoni, kukwera ndi 15.89% chaka. pa chaka; Mu 2019, kuchuluka kwathunthu kwamakampani onyamula mapepala ku China kunali US $ 6.509 biliyoni, pomwe ndalama zotumizira kunja zinali US $ 6.354 biliyoni, kukwera 16.01% chaka chilichonse; Mu 2020, kuchuluka kwathunthu kwamakampani onyamula mapepala aku China kunali US $ 6.760 biliyoni, pomwe ndalama zotumizira kunja zinali US $ 6.613 biliyoni, kukwera 4.08% chaka chilichonse. Mu 2021, kuchuluka kwathunthu kwamakampani onyamula mapepala aku China kudzakhala $8.840 biliyoni, pomwe ndalama zotumizira kunja zidzakhala US $ 8.669 biliyoni, kukwera 31.09% chaka chilichonse. Bouquet ma CD bokosi
Kukhazikika kwamakampani kukukulirakulira
Pansi pa kufunikira kwamphamvu, mabizinesi onyamula mapepala akuwonjezeranso mphamvu zawo zopanga, ndipo kuchuluka kwamakampani kukukulirakulira. Bokosi la cigar
Pa Julayi 21, a Dashengda adapereka dongosolo la magawo osaperekedwa pagulu, ndi ndalama zokwana 650 miliyoni zokwezedwa. Ndalama zomwe zasonkhanitsidwa zidzayikidwa mu R&D yanzeru komanso projekiti yoyambira yopanga zida zoteteza zachilengedwe, ntchito yomanga ya Guizhou Renhuai Baisheng wanzeru wopanga bokosi la vinyo ndi likulu lothandizira. Pakati pawo, ntchito ya R&D wanzeru ndi m'munsi kupanga kwa zamkati kuumbidwa chilengedwe-wochezeka tableware adzakhala ndi mphamvu kupanga matani 30000 za zamkati kuumbidwa chilengedwe-wochezeka tableware pachaka. Pambuyo pomaliza ntchito yomanga Guizhou Renhuai Baisheng Anzeru Paper Wine Box Production Base, linanena bungwe la pachaka la 33 miliyoni mabokosi vinyo wabwino ndi 24 miliyoni makadi mabokosi adzakwaniritsidwa.
Kuphatikiza apo, Nanwang Technology ikuthamangira ku IPO pa GEM. Malinga ndi zomwe zikuyembekezeka, Nanwang Technology ikukonzekera kukweza yuan 627 miliyoni pamndandanda wa GEM. Mwa iwo, yuan 389 miliyoni idagwiritsidwa ntchito pomanga mafakitale anzeru obiriwira obiriwira komanso ochezeka ndi chilengedwe ndipo ma yuan 238 miliyoni adagwiritsidwa ntchito popanga zinthu zamapepala komanso ntchito zogulitsa.
Dashengda adanena kuti ntchitoyi idapangidwa kuti iwonjezere bizinesi yamakampani yoteteza zachilengedwe, kukulitsa bizinesi ya phukusi la vinyo, kulemeretsa mzere wabizinesi wamakampani ndikuwongolera phindu la kampaniyo.
Munthu wamkati adauza mtolankhaniyo kuti mabizinesi apakatikati komanso apamwamba omwe ali ndi sikelo komanso mphamvu pamakampani ali ndi chimodzi mwazolinga zazikulu zokulitsa kukula kwa kupanga ndi kutsatsa ndikuwonjezera gawo la msika.
Chifukwa cha kuchepa kwapakatikati kwa opanga mafakitale aku China opanga mapepala komanso kuchuluka kwa mafakitale akumunsi, mafakitale ang'onoang'ono ang'onoang'ono amadalira zofuna zakumaloko kuti apulumuke, ndipo pali mafakitale ambiri ang'onoang'ono ndi apakatikati kumapeto. zamakampani, kupanga mtundu wogawika kwambiri wamakampani.
Pakalipano, pali mabizinesi opitilira 2000 pamwamba pa kukula komwe kwasankhidwa mumakampani opanga mapepala apanyumba, ambiri omwe ndi mabizinesi ang'onoang'ono ndi apakatikati. Ngakhale patatha zaka zachitukuko, mabizinesi angapo akuluakulu komanso otsogola atulukira m'makampani, kuchokera pamalingaliro onse, kuchuluka kwamakampani opanga ma CD akadali otsika, ndipo mpikisano wamakampaniwo ndi wowopsa, umapanga mokwanira. mpikisano wamsika.
Omwe ali pamwambawa adanena kuti kuti athe kuthana ndi mpikisano wowopsa wamsika, mabizinesi opindulitsa pamsika apitiliza kukulitsa kuchuluka kwa kupanga kapena kukonzanso ndikuphatikiza, kutsata njira yakukula ndikukula kwambiri, ndipo ndende yamakampani idapitilirabe. wonjezani.
Kuwonjezeka kwa mtengo wamtengo wapatali
Mtolankhaniyo adanenanso kuti ngakhale kufunikira kwamakampani onyamula mapepala kwakula m'zaka zaposachedwa, phindu lamakampani latsika.
Malinga ndi lipoti lazachuma, kuyambira 2019 mpaka 2021, phindu lonse la Dashengda lomwe lidabwera ndi kampani yomwe makolo ake adachotsa ndalama zomwe sizinapezeke anali 82 miliyoni yuan, 38 miliyoni yuan ndi 61 miliyoni motsatana. Sizovuta kuwona kuchokera kuzinthu zomwe phindu la Dashengda latsika m'zaka zaposachedwa.bokosi la keke
Kuphatikiza apo, malinga ndi chiyembekezo cha Nanwang Technology, kuyambira 2019 mpaka 2021, phindu lalikulu labizinesi yayikulu yakampaniyo linali 26.91%, 21.06% ndi 19.14% motsatana, kuwonetsa kutsika chaka ndi chaka. Pafupifupi phindu lonse la makampani 10 ofanana nawo mumakampani omwewo anali 27.88%, 25.97% ndi 22.07% motsatana, zomwe zidawonetsanso kutsika.Bokosi la maswiti
Malinga ndi Chidule cha Operation of the National Paper and Paperboard Container Viwanda mu 2021 yoperekedwa ndi China Packaging Federation, mu 2021, panali mabizinesi 2517 pamwamba pa kukula kwake komwe kwakhazikitsidwa pamafakitale aku China amapepala ndi mapepala (mabungwe onse ovomerezeka amafakitale omwe ali ndi chaka chilichonse. ndalama zogwirira ntchito za yuan 20 miliyoni ndi kupitilira apo), ndi ndalama zogwirira ntchito zokwana 319.203 biliyoni, chaka ndi chaka kuwonjezeka kwa 13.56%, ndi cumulative okwana phindu la 13.229 biliyoni yuan, chaka ndi chaka kuchepa kwa 5.33%.
Dashengda adati zida zazikulu zopangira makatoni ndi mapepala amapepala ndi mapepala oyambira. Mtengo wa pepala loyambira udaposa 70% ya mtengo wamakatoni a malata panthawi yopereka lipoti, yomwe inali mtengo waukulu wogwira ntchito wa kampaniyo. Kuyambira chaka cha 2018, kusinthasintha kwamitengo yamapepala oyambira kwakula chifukwa cha kukwera kwamitengo ya mapepala otayira padziko lonse lapansi, malasha ndi zinthu zina zambiri, komanso kukhudzidwa kwa kuchuluka kwa mphero zazing'ono ndi zazing'ono zomwe zikuchepetsa. kupanga ndi kutseka pansi pazovuta za chitetezo cha chilengedwe. Kusintha kwa mtengo wa pepala loyambira kumakhudza kwambiri momwe kampani ikuyendera. Monga ambiri ang'onoang'ono ndi apakatikati mphero mapepala amakakamizika kuchepetsa kupanga ndi kutseka pansi pa kupsyinjika kwa chilengedwe, ndipo dziko likupitiriza kuletsa kunja kwa zinyalala pepala, mbali yoperekera mapepala maziko adzapitiriza kupirira mavuto aakulu, ubwenzi. pakati pa kupereka ndi kufunikira kungakhalebe kosakwanira, ndipo mtengo wa pepala loyambira ukhoza kukwera.
Kumtunda kwa makampani opanga mapepala opangira mapepala ndi kupanga mapepala, inki yosindikizira ndi zipangizo zamakina, ndipo kumunsi kwa mtsinje kumakhala chakudya ndi chakumwa, mankhwala a tsiku ndi tsiku, fodya, zipangizo zamagetsi, mankhwala ndi mafakitale ena akuluakulu ogula. M'malo opangira zinthu zakumtunda, mapepala oyambira amawerengera ndalama zambiri zopangira. Madeti bokosi
Qiu Chenyang adauza atolankhani kuti mu 2017, Ofesi Yaikulu ya State Council idapereka "Pulogalamu Yoyendetsera Ntchito Yoletsa Kulowa kwa Zinyalala Zakunja ndi Kulimbikitsa Kukonzanso kwa Solid Waste Import Management System", zomwe zidapangitsa kuti kuchuluka kwa zinyalala kupitirire. kumangitsa, ndipo zopangira za pepala zinyalala zoyambira zidaletsedwa, ndipo mtengo wake unayamba kukwera njira yonse. Mtengo wa mapepala oyambira ukupitilirabe kukwera, kupangitsa kuti pakhale kupsinjika kwakukulu pamabizinesi akumunsi (zotengera zonyamula, zosindikizira). Munthawi ya Januware mpaka February 2021, mtengo wamapepala oyambira mafakitale udakwera kuposa kale. Pepala lapadera nthawi zambiri limakwera ndi 1000 yuan/ton, ndipo mitundu ya mapepala payokha idalumpha ndi 3000 yuan/tani nthawi imodzi.
Qiu Chenyang adanena kuti makina opangira mapepala a mapepala nthawi zambiri amadziwika ndi "kukhazikika kwamtunda ndi kubalalitsidwa kumunsi". bokosi la chokoleti
M'malingaliro a Qiu Chenyang, makampani opanga mapepala akumtunda ali pakati. Mabizinesi akuluakulu monga Jiulong Paper (02689. HK) ndi Chenming Paper (000488. SZ) atenga gawo lalikulu pamsika. Mphamvu zawo zamalonda ndizolimba ndipo ndizosavuta kusamutsa chiwopsezo chamitengo ya mapepala otayira ndi zida zamakala kumabizinesi onyamula katundu. Bizinesi yotsika pansi imakhala ndi mafakitale osiyanasiyana. Pafupifupi mafakitale onse opanga zinthu zogula amafunikira mabizinesi onyamula katundu ngati maulalo othandizira pazogulitsa. Pansi pa mtundu wamabizinesi achikhalidwe, makampani opanga mapepala amanyamula pafupifupi sadalira makampani ena otsika. Chifukwa chake, mabizinesi onyamula katundu omwe ali pakati ali ndi mphamvu zotsatsa malonda mumndandanda wonse wamafakitale. Bokosi la chakudya
Nthawi yotumiza: Feb-09-2023
