Iyo indasitiri yekurongedza mapepa ine kudiwa kwakasimba, uye mabhizinesi akawedzera kugadzirwa kuti abate musika
Nekuitwa kwe "plastic restriction order" nemamwe marongero, indasitiri yekurongedza mapepa ine kudiwa kwakasimba, uye vanogadzira mapepa ekurongedza vari kukwidza mari kuburikidza nemusika mukuru wekuwedzera huwandu hwekugadzira. Pepa bhokisi
Munguva pfupi yapfuura, mutungamiri wekuChina wekurongedza mapepa Dashengda (603687. SH) akatambira mhinduro kubva kuCSRC. Dashengda inoronga kukwidza isingapfuure 650 miriyoni yuan panguva ino yekudyara mumapurojekiti akadai seakangwara R&D uye hwaro hwekugadzira hwepulp yakaumbwa nharaunda-inoshamwaridzika tableware. Kwete izvozvo chete, mutori wenhau weChina Bhizinesi Nhau akacherechedzawo kuti kubvira gore rino, makambani mazhinji eindastiri ekurongedza mapepa ari kumhanyira kuIPO kupedzisa hurongwa hwekuwedzera hunyanzvi nerubatsiro rwemusika mukuru. Musi waChikunguru 12, Fujian Nanwang Environmental Protection Technology Co., Ltd. (inozonzi "Nanwang Technology") yakaendesa gwaro rekunyorera reprospectus yekutanga kupihwa kweveruzhinji kwemasheya paGEM. Panguva ino, inoronga kukwidza 627 miriyoni yuan, kunyanya yemapepa zvigadzirwa zvekurongedza mapurojekiti. paper bag
Mubvunzurudzo nevatori venhau, Dashengda vanhu vakati mumakore achangopfuura, kuitwa kwe "plastic restriction order" uye mamwe marongero kwakawedzera kudiwa kweindasitiri yese yekurongedza mapepa. Panguva imwecheteyo, sebhizimusi rinotungamira muindastiri, kambani ine simba rakasimba rakazara, uye kuwedzera nekuvandudzwa kwepurofiti inoenderana nezvinangwa zvekambani zvenguva refu yekusimudzira.
Qiu Chenyang, muongorori weChina Research Puhua, akaudza vatori venhau kuti indasitiri iri kuwedzera huwandu hwekugadzira, izvo zvinoratidza kuti mabhizinesi ane tarisiro huru yeramangwana remusika. Kungave kuri kukurumidza kusimudzira hupfumi hwenyika, kutengesa kunze kwenyika zvigadzirwa, kuvandudzwa kwe e-commerce mune ramangwana, kana kuitwa kwe "plastic restriction order" mutemo, zvinopa kudiwa kukuru kwemusika. Zvichienderana neizvi, mabhizinesi anotungamira muindastiri anozowedzera chikamu chavo chemusika, kuchengetedza kukwikwidza kwemusika uye kuwana hupfumi hwehukuru nekuwedzera huwandu hwekudyara.
Mitemo inokurudzira kudiwa kwemusika bhokisi rechipo
Zvinoenderana neruzivo rweveruzhinji, Dashengda inonyanya kuita mukutsvagisa nekusimudzira, kugadzira, kudhinda uye kutengesa kwezvigadzirwa zvekurongedza mapepa. Zvigadzirwa zvaro zvinovhara makatoni ane corrugated, makadhibhokisi, boutique waini mabhokisi, zviratidzo zvefodya, nezvimwewo, pamwe nekupa yakazara mapepa ekurongedza magadzirirwo ekurongedza dhizaini, kutsvagisa uye kusimudzira, kuyedza, kugadzira, inventory management, logistics uye kugovera.bhokisi refodya
Pepa kurongedza inoreva kurongedza kwezvinhu zvakagadzirwa nebepa uye pulp sechinhu chikuru chemidziyo. Iine simba rakawanda, mwando yakaderera, yakaderera permeability, haina ngura, uye kumwe kuramba mvura. Zvakare, bepa rinoshandiswa pakurongedzerwa kwechikafu rinodawo hutsanana, utsanana, uye tsvina isina tsvina.hemp kurongedza
Pasi pegwaro rehurongwa hwe "plastic restriction order", iyo "Maonero eKumhanyisa Kushandurwa kweGreen kweExpress Packaging", uye "Chiziviso cheKudhinda uye Kugovera" chirongwa cheGumi neMashanu cheMakore "Plastiki yekudzora kusvibiswa kwekuita chirongwa", kudiwa. yezvigadzirwa zvemapepa zvinotarisirwa kukwira zvakanyanya. Bhokisi refodya
Qiu Chenyang akaudza vatori venhau kuti nekuvandudzwa kwekuziva kwevanhu nezvekuchengetedzwa kwemhoteredzo, nyika zhinji dzakapa "plastic restriction orders" kana "plastic prohibition orders". Somuenzaniso, New York State yeUnited States yakatanga kushandisa “plastic prohibition order” musi wa1 Kurume 2020; Nyika dzenhengo dzeEU dzicharambidza kushandiswa kwezvigadzirwa zvepurasitiki zvinoraswa kubva muna 2021; China yakapa Mafungiro eKuwedzera Kusimbisa Kurapa kwePlastiki Kusvibiswa muna Ndira 2020, uye yakapa zano kuti panosvika gore ra2020, ichatungamira mukurambidza uye kurambidza kugadzirwa, kutengesa uye kushandiswa kwezvimwe zvigadzirwa zvepurasitiki mune mamwe matunhu nenzvimbo.vape packaging
Kushandiswa kwezvigadzirwa zvepurasitiki muhupenyu hwezuva nezuva kunogumira zvishoma nezvishoma, uye kurongedza kwakasvibira kunove kwakakosha kusimudzira kweindasitiri yekurongedza. Kunyanya, chikafu-giredhi makadhibhokisi, zvakatipoteredza-inoshamwaridzika mapepa epurasitiki lunch mabhokisi, nezvimwe zvichabatsirwa kubva zvishoma nezvishoma kurambidzwa kwekushandiswa kwekuraswa epurasitiki tableware uye kuwedzera kwekuda; Mabhegi emachira ekudzivirira kwezvakatipoteredza, mabhegi emapepa, nezvimwe zvinozobatsirwa kubva kune zvinodiwa nepolicy uye kusimudzirwa munzvimbo dzekutenga, zvitoro zvikuru, zvitoro zvemishonga, zvitoro zvemabhuku nedzimwe nzvimbo; Corrugated box packaging yakabatsirwa nekurambidzwa kwekushandiswa kweexpress plastic packaging.
Muchokwadi, kudiwa kwepepa rekurongedza hakuparadzaniswe kubva mukudiwa kwekuchinja kwemaindasitiri ekudzika kwevatengi. Mumakore achangopfuura, chikafu, chinwiwa, midziyo yemumba, midziyo yekutaurirana uye mamwe maindasitiri zvakaratidza kubudirira kwakanyanya, zvichifambisa kukura kweindasitiri yekurongedza mapepa. Mailer box
Yakakanganiswa neizvi, Dashengda yakawana mari yekushandisa inosvika 1.664 bhiriyoni yuan muna 2021, kuwedzera kwe23.2% gore negore; Muzvikamu zvitatu zvekutanga zve2022, mari yekushanda yakasvika 1.468 bhiriyoni yuan, yakakwira 25.96% gore negore. Jinjia Shares (002191. SZ) yakawana mari ye5.067 bhiriyoni yuan muna 2021, kuwedzera kwe20.89% gore negore. Mari yayo huru muzvikamu zvitatu zvekutanga zve2022 yaive 3.942 bhiriyoni yuan, kuwedzera kwe8% gore pagore. Mari yekushandisa yeHexing Packaging (002228. SZ) muna 2021 yaive 17.549 bhiriyoni yuan, yakakwira 46.16% gore negore. Chipfuwo chekudya bhokisi
Qiu Chenyang akaudza vatori venhau kuti mumakore achangopfuura, nekufambiswa zvishoma nezvishoma kweindasitiri yepasi rose yekurongedza kuenda kunyika dzichiri kusimukira uye matunhu anomiririrwa neChina, indasitiri yekuChina yekurongedza mapepa yakawedzera mukurumbira muindasitiri yepasi rose yekurongedza mapepa, uye yave bepa rinokosha. chigadzirwa packaging supplier nyika munyika, pamwe ekisipoti kuwedzera kukura.
Sekureva kwehuwandu hweChina Packaging Federation, muna 2018, huwandu hwese hwekupinza uye kutumira kunze kwenyika yeindasitiri yekurongedza mapepa yaive US $ 5.628 bhiriyoni, yakakwira 15.45% gore negore, iyo huwandu hwekutengesa kunze hwaive US $ 5.477 bhiriyoni, yakakwira 15.89% gore. pagore; Muna 2019, huwandu hwese hwekupinza uye kutumira kunze kwenyika yeChina mapepa ekurongedza indasitiri yaive US $ 6.509 bhiriyoni, iyo vhoriyamu yekuburitsa kunze yaive US $ 6.354 bhiriyoni, yakakwira 16.01% gore negore; Muna 2020, huwandu hwese hwekupinza uye kutumira kunze kweindasitiri yekutakura mapepa eChina hwaive US $ 6.760 bhiriyoni, iyo huwandu hwekutengesa kunze hwaive US $ 6.613 bhiriyoni, kumusoro 4.08% gore pagore. Muna 2021, huwandu hwese hwekupinza uye kutumira kunze kwenyika yeChina bepa chigadzirwa chekurongedza indasitiri ichave US $ 8.840 bhiriyoni, iyo iyo vhoriyamu yekutumira kunze ichave US $ 8.669 bhiriyoni, ichikwira 31.09% gore negore. Bouquet yekurongedza bhokisi
Indasitiri yekutarisa inoramba ichiwedzera
Pasi pemashure ekudiwa kwakasimba, mabhizinesi ekurongedza emapepa ari kuwedzerawo kugona kwavo kugadzira, uye indasitiri yekutarisa iri kuramba ichiwedzera. Cigar box
Musi waChikunguru 21, Dashengda yakapa hurongwa hwekusapihwa kweruzhinji migove, nemari inosvika 650 miriyoni yeyuan ichasimudzwa. Mari yakasimudzwa ichaiswa muhungwaru R&D uye yekugadzira base purojekiti ye pulp yakaumbwa yekuchengetedzwa kwezvakatipoteredza tableware, chirongwa chekuvaka cheGuizhou Renhuai Baisheng akangwara bepa waini bhokisi rekugadzira base uye yekuwedzera yekushanda capital. Pakati pavo, purojekiti yehungwaru R&D uye hwaro hwekugadzira yepulp-yakaumbwa nharaunda-inoshamwaridzika tableware ichave nekugadzira 30000 matani e pulp-yakaumbwa nharaunda-inoshamwaridzika tableware pagore. Mushure mekupedzwa kwechirongwa chekuvaka cheGuizhou Renhuai Baisheng Intelligent Paper Wine Box Production Base, kuburitswa kwepagore kwemamiriyoni makumi matatu nematatu emabhokisi ewaini yakanaka uye 24 miriyoni mabhokisi emakadhi achaonekwa.
Mukuwedzera, Nanwang Technology iri kumhanyira kuIPO paGEM. Zvinoenderana neprospectus, Nanwang Technology inoronga kukwidza 627 miriyoni yuan yeGEM runyorwa. Pakati pazvo, 389 miriyoni yuan yakashandiswa pakuvaka 2.247 bhiriyoni yakasvibira uye inoshamwaridzana nemamiriro ekunze zvigadzirwa zvemapepa mafekitori uye 238 miriyoni yuan yakashandiswa kugadzira mapepa ekurongedza uye kutengesa mapurojekiti.
Dashengda akataura kuti chirongwa ichi chakanangana nekuwedzera bhizinesi rekuchengetedza kuchengetedzwa kwenzvimbo, kuwedzera bhizinesi rewaini pasuru, kupfumisa bhizinesi rechigadzirwa chekambani uye kuvandudza purofiti yekambani.
Mumwe munhu anopinda mukati akaudza mutori wenhau kuti mabhizinesi epakati uye epamusoro-ekupedzisira corrugated box ane humwe chiyero uye simba muindasitiri ane chimwe chezvinangwa zvikuru zvekuwedzera kuwedzera kwekugadzira uye kushambadzira chiyero uye kuwedzera musika wekugovanisa.
Nekuda kweiyo yakaderera yekupinda chikumbaridzo chevagadziri vezvigadzirwa zvemapepa ekuChina vanogadzira indasitiri uye kuwanda kwemaindasitiri epasi, huwandu hukuru hwemafekitori madiki emakatoni anoenderana nekudiwa kwenzvimbo kuti ararame, uye kune akawanda madiki uye epakati madiki mafekitori emakadhibhokisi kumucheto kwakaderera. yeindasitiri, ichigadzira yakakamukana zvakanyanya indasitiri maitiro.
Parizvino, kune anopfuura 2000 mabhizinesi pamusoro pehukuru hwakatarwa muindasitiri yemapepa chigadzirwa chekurongedza, mazhinji acho ari madiki uye epakati mabhizinesi. Kunyangwe mushure memakore ebudiriro, akati wandei emabhizinesi ekugadzira akakura uye tekinoroji akabuda muindastiri, kubva pakuona kwese, kuwanda kweindasitiri yekurongedza zvigadzirwa kuchiri kwakadzikira, uye makwikwi eindasitiri anotyisa, achigadzira zvizere. makwikwi emusika maitiro.
Ivo vari pamusoro apa vakataura kuti kuitira kutarisana nemakwikwi ari kuwedzera emusika, mabhizinesi anobatsira muindastiri anoenderera mberi nekuwedzera chiyero chekugadzira kana kuita kugadziridza uye kubatanidza, achitevera nzira yekukura uye kusimudzira kwakasimba, uye indasitiri yekusimudzira yakaramba ichiwedzera. kuwedzera.
Kuwedzera mutengo kumanikidzwa
Mutori wenhau akacherekedza kuti kunyangwe kudiwa kweindasitiri yemapepa ekurongedza kwakawedzera mumakore achangopfuura, purofiti yeindasitiri yakaderera.
Sekureva kweshumo rezvemari, kubva muna 2019 kusvika 2021, Dashengda's mambure emubairo wekambani yevabereki mushure mekubvisa mari isiriyo yaive 82 miriyoni yuan, 38 miriyoni yuan uye 61 miriyoni yuan zvichiteerana. Izvo hazvina kuoma kuona kubva kune iyo data iyo mambure purofiti yeDashengda yakadzikira mumakore achangopfuura.cake box
Uye zvakare, maererano nekufungidzira kweNanwang Technology, kubva 2019 kusvika 2021, iyo gross profit margin yebhizimusi guru rekambani yaive 26.91%, 21.06% uye 19.14% zvichiteerana, zvichiratidza kuderera kwegore negore. Avhareji yepurofiti yakakura yemakambani gumi anofananidzwa muindasitiri imwechete yaive 27.88%, 25.97% uye 22.07% zvakateerana, izvo zvakaratidzawo kudzikira.Candy box
Zvinoenderana neKutarisisa kweKushanda kweNational Paper uye Paperboard Container Indasitiri muna 2021 yakapihwa neChina Packaging Federation, muna 2021, pakanga paine mabhizinesi mazana maviri nemakumi mashanu nenomwe pamusoro pehukuru hwakatarwa muindasitiri yeChina yemapepa nemapepa emidziyo yemidziyo (ese masangano epamutemo emaindasitiri ane gore negore. mari yekushandisa inosvika 20 miriyoni yuan zvichikwira), nemari yekuwedzera yekushandisa inosvika 319.203 bhiriyoni yuan, gore negore kuwedzera kwe13.56%, uye purofiti yakazara ye13.229 bhiriyoni, kuderera kwegore negore kwe5.33 %.
Dashengda akati chinhu chikuru chekugadzirwa kwemakatoni ane marara uye mapepa aive bepa rekutanga. Mutengo wepepa rekutanga waidarika makumi manomwe muzana emutengo wemakatoni ane corrugated panguva yekubika, iyo yaive mutengo mukuru wekambani. Kubva 2018, kuderera kwemitengo yemapepa epasi kwakawedzera nekuda kwekukwira kwemitengo yemapepa epasi rose, marasha uye zvimwe zvinhu zvakawanda, pamwe nekukanganisa kwehuwandu hukuru hwemapepa madiki uye epakati pezvigayo. kugadzirwa uye kuvhara pasi pekumanikidzwa kwekuchengetedzwa kwezvakatipoteredza. Shanduko yemutengo webepa rekutanga ine simba guru pakushanda kwekambani. Sezvo huwandu hukuru hwemapepa madiki uye epakati-kati anomanikidzwa kudzikamisa kugadzirwa uye kuvharika pasi pekumanikidzwa kwezvakatipoteredza, uye nyika ichiramba ichidzora kupinza kwebepa remarara, rutivi rwekugovera rwepepa rekutanga hucharamba huine kumanikidzwa kukuru, hukama. pakati pekupa uye kudiwa kunogona kunge kuchiri kusaenzana, uye mutengo webepa rekutanga unogona kukwira.
Indasitiri yekumusoro yezvigadzirwa zvemapepa ekurongedza indasitiri inonyanya kugadzira mapepa, inki yekudhinda uye michina yemuchina, uye yakadzika ndiyo inonyanya kudya uye chinwiwa, zvigadzirwa zvemazuva ese zvemakemikari, fodya, midziyo yemagetsi, mishonga uye mamwe maindasitiri makuru evatengi. Muchikamu chepamusoro chezvigadzirwa, bepa rekutanga rinoverengera chikamu chepamusoro chemitengo yekugadzira. Dates box
Qiu Chenyang akaudza vatori venhau kuti muna 2017, General Office yeState Council yakapa "Implementation Plan yeKurambidza Kupinda Kwemarara Ekunze uye Kukurudzira Kuvandudzwa kweSolid Waste Import Management System", izvo zvakaita kuti chikamu chekunze chemarara chienderere mberi. simbisa, uye mbichana mbichana mbichana bepa marara akarambidzwa, uye mutengo wayo wakatanga kukwira munzira yese. Mutengo wemapepa epasi unoramba uchikwira, uchigadzira mutengo wakakura wekumanikidza kumabhizinesi akadzika (kurongedza zvirimwa, zvidyarwa zvekudhinda). Pakati penguva kubva muna Ndira kusvika Kukadzi 2021, mutengo wemaindasitiri base bepa wakakwira zvisati zvamboitika. Bepa rinokosha rinowanzokwira ne1000 yuan/ton, uye marudzi emapepa ega ega akatosvetuka ne3000 yuan/ton panguva imwe chete.
Qiu Chenyang akataura kuti indasitiri yezvigadzirwa zvemapepa inorongedza kazhinji inoratidzirwa ne "kumisikidza kumusoro uye kupararira kwepasi". chocolate box
Mukuona kwaQiu Chenyang, iyo indasitiri yemapepa iri kumusoro kwepamusoro. Mabhizinesi makuru akadai seJiulong Paper (02689. HK) uye Chenming Paper (000488. SZ) akatora chikamu chikuru chemusika. Simba ravo rekutaurirana rakasimba uye zviri nyore kuendesa njodzi yemutengo wemarara emarara uye marasha emidziyo kune yakadzika mabhizinesi ekurongedza. Indasitiri yepasi inobata zvakasiyana-siyana zvemaindasitiri. Anenge ese maindasitiri ekugadzira zvinhu zvevatengi anoda mabhizinesi ekurongedza semanongedzo anotsigira mucheni yekugovera. Pasi pechinyakare bhizinesi modhi, iyo indasitiri yekurongedza yezvigadzirwa zvemapepa inenge isingavimbi neiyo yakadzika indasitiri. Naizvozvo, mabhizinesi ekurongedza ari pakati ane hurombo hwekutengesa simba mune yese maindasitiri cheni. Bhokisi rekudya
Nguva yekutumira: Feb-09-2023
