Ishishini lokupakisha iphepha linemfuno emandla, kwaye amashishini ayandisile imveliso ukubamba imarike
Ngokuphunyezwa kwe "i-plastic restriction order" kunye neminye imigaqo-nkqubo, ishishini lokupakisha iphepha linemfuno enamandla, kwaye abavelisi bephepha lokupakisha baphakamisa imali ngemarike yemali ukwandisa umthamo wemveliso. Ibhokisi yephepha
Kutshanje, inkokeli yokupakishwa kwephepha yaseChina iDashengda (603687. SH) ifumene ingxelo evela kwiCSRC. I-Dashengda iceba ukunyusa akukho ngaphezu kwe-650 yezigidi zeeyuan ngeli xesha ukutyala imali kwiiprojekthi ezifana ne-R&D ekrelekrele kunye nesiseko semveliso ye-pulp ebunjiweyo yetafile yetafile. Ayisiyiyo loo nto kuphela, intatheli ye-China Business News iphinde yaqaphela ukuba ukusukela kulo nyaka, iinkampani ezininzi zeshishini lokupakisha iphepha zingxamele kwi-IPO ukugqiba isicwangciso sokwandisa amandla ngoncedo lwentengiso yemali. Ngomhla we-12 kaJulayi, i-Fujian Nanwang Environmental Protection Technology Co., Ltd. (emva koko ibizwa ngokuba yi "Nanwang Technology") ingenise idrafti yesicelo seprospectus yokunikezelwa kokuqala koluntu kwezabelo kwi-GEM. Ngeli xesha, iceba ukunyusa i-627 yezigidi zeeyuan, ngakumbi kwiiprojekthi zokupakishwa kwemveliso yephepha. ibhegi yephepha
Kudliwano-ndlebe kunye neentatheli, abantu baseDashengda bathi kwiminyaka yamuva nje, ukuphunyezwa kwe "plastic restriction order" kunye neminye imigaqo-nkqubo iye yandisa imfuno yoshishino lokupakisha iphepha. Kwangaxeshanye, njengeshishini elihamba phambili kushishino, inkampani inamandla abanzi aqinileyo, kwaye ukwanda kunye nokuphuculwa kweengeniso kuhambelana neenjongo zesicwangciso-qhinga sophuhliso lwexesha elide.
U-Qiu Chenyang, umphandi we-China Research Puhua, uxelele iintatheli ukuba ishishini liye landisa amandla okuvelisa, nto leyo ebonisa ukuba amashishini anethemba elilindelekileyo kwikamva lemarike. Ingaba luphuhliso olukhawulezayo loqoqosho lwelizwe, ukuthunyelwa kwemveliso kumazwe angaphandle, uphuhliso lwe-e-commerce kwixesha elizayo, okanye ukuphunyezwa komgaqo-nkqubo "wokuthintelwa kweplastiki", kuya kubonelela ngemfuno enkulu yemarike. Ngokusekwe koku, amashishini akhokelayo kushishino aya kwandisa isabelo sawo semarike, agcine ukukhuphisana kwemarike kwaye afezekise uqoqosho lwesikali ngokunyusa isikali sotyalo-mali.
Imigaqo-nkqubo ivuselela imfuno yorhwebo ibhokisi yesipho
Ngokolwazi loluntu, i-Dashengda ibandakanyeka kakhulu kuphando kunye nophuhliso, ukuveliswa, ukushicilelwa kunye nokuthengiswa kweemveliso zokupakisha iphepha. Iimveliso zayo zigubungela iibhokisi zamalahle, iikhadibhodi, iibhokisi zewayini ze-boutique, iimpawu zentengiso yecuba, njl., kunye nokubonelela ngezisombululo zokupakisha zephepha ezibanzi zoyilo lokupakisha, uphando kunye nophuhliso, uvavanyo, imveliso, ulawulo lwe-inventri, ukuhanjiswa kunye nokuhanjiswa.ibhokisi yecuba
Ukupakishwa kwephepha kubhekiselele kwipakethe yempahla eyenziwe ngephepha kunye nepulp njengeyona mathiriyeli ikrwada. Inamandla aphezulu, umxholo wokufuma ophantsi, ukunyanzeliswa okuphantsi, akukho mhlwa, kunye nokuxhathisa okuthile kwamanzi. Ngaphezu koko, iphepha elisetyenziselwa ukupakisha ukutya likwafuna inkqubo yogutyulo, ubunyumba, nokungcola okungangcolisekiyo.ukupakishwa kwe-hemp
Phantsi kwesikhokelo somgaqo-nkqubo "somyalelo wothintelo lweplastiki", "Iimbono zokuKhawulezisa uTshintsho oluHlaza kwi-Express Packaging", kunye "neSaziso sokuShicilela kunye nokusasaza" iSicwangciso seMinyaka yeShumi elineSine "isicwangciso solawulo longcoliseko lweplastiki", imfuno kwiimveliso ezisekelwe ephepheni kulindeleke ukuba zinyuke kakhulu. Ibhokisi yecuba
U-Qiu Chenyang uxelele iintatheli ukuba ngokuphuculwa kokuqonda kwabantu ngokukhuselwa kwendalo, amazwe amaninzi akhuphe "imiyalelo yokuthintela iplastiki" okanye "imiyalelo yokuthintela iplastiki". Ngokomzekelo, iNew York State yaseUnited States yaqalisa ukusebenzisa “umyalelo wokuvalwa kweplastiki” ngoMatshi 1, 2020; Amazwe angamalungu e-EU aya kuthintela ukusetyenziswa kweemveliso zeplastiki ezilahlwayo ukusuka kwi-2021; I-China ikhuphe iiNgcebiso malunga nokomeleza ngakumbi ukuNyangwa koNgcoliseko lwePlastiki ngoJanuwari ka-2020, kwaye yacebisa ukuba ngo-2020, iza kukhokela ekuthinteleni nasekuthinteleni ukuveliswa, ukuthengisa kunye nokusetyenziswa kweemveliso zeplastiki kwezinye iindawo nakwiindawo.ukupakishwa kwevape
Ukusetyenziswa kweemveliso zeplastiki kubomi bemihla ngemihla kuncinci kancinci, kwaye ukupakishwa okuluhlaza kuya kuba yinto ebalulekileyo yophuhliso lweshishini lokupakisha. Ngokukodwa, amakhadibhodi omgangatho wokutya, iibhokisi zesidlo sasemini zeplastiki ezisingqongileyo, njl.njl. ziya kuxhamla ekuthinteleni ngokuthe ngcembe ukusetyenziswa kweetafile zeplastiki ezilahlwayo kunye nokunyuka kwemfuno; Iingxowa zelaphu ezikhusela indalo, iingxowa zephepha, njl.njl. ziya kuxhamla kwiimfuno zomgaqo-nkqubo kwaye zikhuthazwe kwiindawo zokuthenga, kwiivenkile ezinkulu, kwiikhemesti, kwiivenkile zeencwadi nakwezinye iindawo; Ukupakishwa kwebhokisi yentsimbi kuxhamle kukuvalwa kokusetyenziswa kopakisho lweplastiki olucacileyo.
Enyanisweni, imfuno yephepha lokupakisha ayinakwahlulwa kwiinguqu zemfuno zamashishini abathengi abasezantsi. Kwiminyaka yakutshanje, ukutya, isiselo, izixhobo zendlu, izixhobo zonxibelelwano kunye namanye amashishini abonise ukuchuma okuphezulu, ukuqhuba ngokufanelekileyo ukukhula kweshishini lokupakisha iphepha. Ibhokisi yemeyile
Ukuchatshazelwa koku, iDashengda iphumelele ingeniso yokusebenza malunga ne-1.664 yebhiliyoni yeyuan ngo-2021, ukwanda kwe-23.2% ngonyaka; Kwiikota ezintathu zokuqala zika-2022, ingeniso yokusebenza yayiyi-1.468 yeebhiliyoni zeeyuan, inyuke nge-25.96% ngonyaka. Izabelo zeJinjia (002191. SZ) zizuze ingeniso ye-5.067 yeebhiliyoni zeeyuan ngo-2021, ukwanda kwe-20.89% ngonyaka. Ingeniso yayo ephambili kwiikota ezintathu zokuqala zika-2022 yayiyi-3.942 yeebhiliyoni zeeyuan, ukwanda kwe-8% ngonyaka. Ingeniso yokusebenza ye-Hexing Packaging (002228. SZ) ngo-2021 yayimalunga ne-17.549 yeebhiliyoni zeeyuan, inyuke nge-46.16% ngonyaka. Ibhokisi yokutya kwesilwanyana
UQiu Chenyang uxelele iintatheli ukuba kwiminyaka yakutshanje, ngokutshintshelwa kancinci kancinci koshishino lokupakisha lwehlabathi kumazwe asaphuhlayo kunye nemimandla emelwe yiTshayina, ishishini laseTshayina lokupakisha imveliso yephepha liye landa kakhulu kwishishini lokupakisha iphepha, kwaye liye laba liphepha elibalulekileyo. ilizwe elibonelela ngokupakishwa kwemveliso kwihlabathi, kunye nesikali sokuthumela ngaphandle siyakhula.
Ngokwezibalo ze-China Packaging Federation, ngo-2018, inani elipheleleyo lokungeniswa kunye nokuthumela ngaphandle kweshishini lokupakisha iphepha lase-China laliyi-5.628 yeebhiliyoni zeedola, ukuya kwi-15.45% ngonyaka, apho umthamo wokuthumela ngaphandle wawuyi-5.477 yeebhiliyoni zeedola, ukuya kwi-15.89% ngonyaka. ngonyaka; Ngo-2019, inani elipheleleyo lokungeniswa kunye nokuthumela ngaphandle kweshishini lokupakisha iphepha laseTshayina laliyi-6.509 yeebhiliyoni zeedola zaseMelika, apho umthamo wokuthumela ngaphandle wawuyi-6.354 yeebhiliyoni zeedola, unyuke nge-16.01% unyaka nonyaka; Ngo-2020, inani lilonke lokungeniswa kunye nokuthunyelwa kwelinye ilizwe kumzi-mveliso wokupakisha wamaphepha wase-China wawuyi-6.760 yeebhiliyoni zeedola zaseMelika, apho umthamo wokuthumela ngaphandle wawuyi-US $6.613 yeebhiliyoni, unyuke nge-4.08% ngonyaka. Ngo-2021, umthamo opheleleyo wokungeniswa kunye nokuthunyelwa kwamanye amazwe kwishishini lokupakisha imveliso yephepha laseTshayina liya kuba yi-US $8.840 yeebhiliyoni, apho umthamo wokuthumela ngaphandle uya kuba yi-US $8.669 yeebhiliyoni, ukunyuka nge-31.09% ngonyaka. Ibhokisi yokupakisha yeBouquet
Ukugxininiswa kweshishini kuyaqhubeka ukwanda
Ngaphantsi kwemvelaphi yemfuno emandla, amashishini okupakisha amaphepha nawo anyusa umthamo wawo wemveliso, kwaye ugxininiso lweshishini luyaqhubeka nokukhula. Ibhokisi yesiga
NgoJulayi 21, i-Dashengda ikhuphe isicwangciso sokunikezelwa kwezabelo ezingekho esidlangalaleni, kunye nesixa esipheleleyo se-650 yezigidi zeeyuan eziza kuphakanyiswa. Inkxaso-mali ephakanyisiweyo iza kutyalwa kwi-R&D ekrelekrele kunye neprojekthi yesiseko semveliso ye-pulp ebunjiweyo yetafile yokhuseleko lokusingqongileyo, iprojekthi yolwakhiwo lwaseGuizhou Renhuai Baisheng isiseko sebhokisi yewayini yephepha ekrelekrele kunye nenkunzi yokusebenza eyongezelelweyo. Phakathi kwazo, iprojekthi ye-R&D ekrelekrele kunye nesiseko semveliso ye-pulp-molded environment-friendly tableware iya kuba nomthamo wemveliso yeetoni ezingama-30000 ze-pulp-molded environment-friendly tableware ngonyaka. Emva kokuqukunjelwa kweprojekthi yolwakhiwo lwaseGuizhou Renhuai Baisheng Intelligent Paper Wine Box basebase, imveliso yonyaka yeebhokisi zewayini ezizizigidi ezingama-33 kunye neebhokisi zamakhadi ezizigidi ezingama-24 ziyakufezekiswa.
Ukongezelela, i-Nanwang Technology iphuthuma kwi-IPO kwi-GEM. Ngokwe-prospectus, i-Nanwang Technology iceba ukunyusa i-yuan yezigidi ezingama-627 kuluhlu lwe-GEM. Phakathi kwazo, iiyuan ezizigidi ezingama-389 zasetyenziselwa ulwakhiwo lwemveliso yephepha eyi-2.247 yeebhiliyoni eziluhlaza kunye nokusingqongileyo ezinobulumko kwiifektri zephepha kunye ne-238 yezigidi zeeyuan zasetyenziselwa imveliso yephepha yokupakisha kunye neeprojekthi zokuthengisa.
UDashengda uthe le projekthi yayijolise ekunyuseni ishishini letafile yezokhuselo lokusingqongileyo, ukwandisa ishishini lephakheji yewayini, ukutyebisa umgca weshishini lemveliso yenkampani kunye nokuphucula inzuzo yenkampani.
Umntu ongaphakathi uxelele intatheli ukuba amashishini ebhokisi ye-corrugated aphakathi kunye nesiphelo esiphezulu esinomlinganiselo othile kunye namandla kumashishini aneyona njongo iphambili yokwandisa ngakumbi umlinganiselo wemveliso kunye nokuthengisa kunye nokwandisa isabelo semarike.
Ngenxa yokungena okuphantsi komda wokupakisha wemveliso yephepha laseTshayina abavelisi bemveliso yephepha kunye noluhlu olubanzi lwamashishini asezantsi, inani elikhulu leefektri zekhathoni ezincinci zixhomekeke kwimfuno yasekhaya ukuze ziphile, kwaye zininzi iifektri zeekhathoni ezincinci neziphakathi kwinqanaba elisezantsi. yoshishino, eyenza ipateni yoshishino ecandeke kakhulu.
Okwangoku, kukho amashishini angaphezu kwama-2000 ngaphezulu kobukhulu obumiselweyo kushishino lokupakisha imveliso yephepha lasekhaya, uninzi lwawo ngamashishini amancinci naphakathi. Nangona emva kweminyaka yophuhliso, kuye kwavela inani lamashishini amakhulu kunye nobuchwepheshe obuphambili kwishishini, ngokwembono iyonke, ukuxinana kweshishini lokupakisha imveliso yephepha kusephantsi, kwaye ukhuphiswano loshishino lubukhali, lusenza ngokupheleleyo. ipateni yokhuphiswano lwemarike.
Abangaphakathi bangasentla bathi, ukuze ujongane nokhuphiswano lwentengiso olukhulayo, amashishini anenzuzo kushishino aqhubekile nokwandisa isikali semveliso okanye enze uhlengahlengiso kunye nokudibanisa, alandele indlela yesikali kunye nophuhliso olunzulu, kwaye ugxininiso lweshishini lwaqhubeka. Nyusa.
Ukunyuka koxinzelelo lweendleko
Intatheli yaphawula ukuba nangona imfuno yeshishini lokupakisha iphepha liye landa kwiminyaka yakutshanje, inzuzo yoshishino iyancipha.
Ngokwengxelo yezemali, ukusuka ngo-2019 ukuya ku-2021, ingeniso yeDashengda efunyenwe kwinkampani engumzali emva kokutsala imali engeyiyo umvuzo yayizizigidi ezingama-82 zeeyuan, 38 yezigidi zeeyuan kunye ne-61 yezigidi zeeyuan ngokulandelelanayo. Akunzima ukubona kwidatha yokuba inzuzo ye-Dashengda iyancipha kwiminyaka yamuva.ibhokisi yekhekhe
Ukongeza, ngokweprospectus yeTekhnoloji yeNanwang, ukusuka ngo-2019 ukuya ku-2021, umda wengeniso yeshishini eliphambili lenkampani yayingama-26.91%, 21.06% kunye ne-19.14% ngokulandelanayo, ebonisa ukuhla unyaka nonyaka. Umndilili wengeniso yeenkampani ezili-10 ezithelekisekayo kwishishini elifanayo ube yi-27.88%, 25.97% kunye ne-22.07% ngokulandelelanayo, nto leyo ekwabonise ukuhla.Ibhokisi yeelekese
NgokweSishwankathelo sokuSebenza kwePapa leSizwe kunye nePaperboard Container Industry ngo-2021 ekhutshwe yi-China Packaging Federation, ngo-2021, kwakukho amashishini angama-2517 ngaphezu kobungakanani obuchongiweyo kumzi-mveliso wephepha laseTshayina kunye nebhodi leebhodi (onke amaqumrhu asemthethweni emizi-mveliso anonyaka. ingeniso yokusebenza ye-20 yezigidi zeeyuan nangaphezulu), kunye nengeniso yokusebenza eyongezelekayo ye-319.203 yeebhiliyoni zeeyuan, ukunyuka konyaka-ngonyaka nge-13.56%, kunye nenzuzo eyongezelekayo ye-13.229 yeebhiliyoni zeeyuan, ukwehla konyaka-ngonyaka nge-5.33 %.
UDashengda uthe eyona nto iphambili ekuvelisweni kweebhokisi zamalahle kunye nebhodi yephepha yayiliphepha elisisiseko. Iindleko zephepha elisisiseko zenza ngaphezu kwe-70% yeendleko zeebhokisi zamalahle ngexesha lokunika ingxelo, eyona ndleko yokusebenza kwenkampani. Ukusukela ngo-2018, ukuguquguquka kwexabiso lesiseko sephepha kuye kwaqina ngenxa yempembelelo yokunyuka kwamaxabiso ephepha lenkunkuma lamazwe ngamazwe, amalahle kunye nezinye izinto ezininzi zorhwebo, kunye nefuthe lenani elikhulu leemveliso zephepha ezincinci kunye neziphakathi. imveliso kunye nokuvalwa phantsi koxinzelelo lokhuseleko lokusingqongileyo. Ukutshintsha kwexabiso lesiseko sephepha kunempembelelo enkulu ekusebenzeni kwenkampani. Njengoko inani elikhulu lamaphepha amancinci naphakathi anyanzeliswa ukuba anciphise imveliso kwaye avale phantsi koxinzelelo lokusingqongileyo, kwaye ilizwe lithintela ngakumbi ukungeniswa kwephepha lenkunkuma, icala lokubonelela ngephepha lesiseko liya kuqhubeka lithwala uxinzelelo olukhulu, ubudlelwane phakathi konikezelo kunye nemfuno isenokungalingani, kwaye ixabiso lesiseko sephepha linganyuka.
Umphezulu weshishini lokupakisha imveliso yephepha ubukhulu becala kukwenza iphepha, inki yokuprinta kunye nezixhobo zoomatshini, kwaye umlambo osezantsi kakhulu kukutya nesiselo, iimveliso zemichiza yemihla ngemihla, icuba, izixhobo zombane, amayeza kunye namanye amashishini amakhulu abathengi. Kwimathiriyeli ekrwada enyukayo, iphepha elisisiseko libalela umlinganiso ophezulu weendleko zemveliso. Ibhokisi yemihla
U-Qiu Chenyang utshele iintatheli ukuba kwi-2017, i-Ofisi Jikelele yeBhunga likaRhulumente ikhuphe "iSicwangciso sokuPhunyezwa ekuVimbeleni ukungena kweNkunkuma yangaphandle kunye nokukhuthaza ukuguqulwa kweNkqubo yokuLawula iNkunkuma yokuNgeniswa kweNkunkuma", okwenza ukuba i-quota yokungenisa inkunkuma yephepha iqhubeke. qinisa, kunye nempahla ekrwada ye-base paper waste paper ithintelwe, kwaye ixabiso layo laqala ukunyuka yonke indlela. Ixabiso lephepha lesiseko liyaqhubeka nokunyuka, lidala uxinzelelo olukhulu lweendleko kumashishini asezantsi (izityalo zokupakisha, izityalo zokushicilela). Ngexesha ukusuka ngoJanuwari ukuya kuFebruwari 2021, ixabiso lephepha lesiseko semizi-mveliso linyuke ngendlela engazange ibonwe ngaphambili. Iphepha elikhethekileyo linyuke nge 1000 yuan/toni, kwaye iindidi zephepha ngalinye zide zatsiba nge 3000 yuan/toni ngexesha elinye.
U-Qiu Chenyang uthe ikhonkco lemveliso yephepha lokupakishwa kwemveliso ngokubanzi liphawulwa "ngoxinzelelo oluphezulu kunye nokusasazwa okusezantsi". ibhokisi yetshokolethi
Kwimbono kaQiu Chenyang, ishishini lephepha elingasentla libekwe kwindawo esembindini. Amashishini amakhulu afana neJiulong Paper (02689. HK) kunye neChenming Paper (000488. SZ) athathe isabelo esikhulu semarike. Amandla abo othethathethwano omelele kwaye kulula ukugqithisela umngcipheko wexabiso lenkunkuma yamaphepha kunye nemathiriyeli ekrwada yamalahle kumashishini okupakisha asezantsi. Ushishino olusezantsi lubandakanya uluhlu olubanzi lwamashishini. Phantse onke amashishini avelisa iimpahla zabathengi adinga amashishini okupakisha njengamakhonkco axhasayo kwikhonkco lokubonelela. Ngaphantsi kwemodeli yeshishini lemveli, ishishini lokupakisha iimveliso zephepha phantse alithembeli kushishino oluthile olusezantsi. Ke ngoko, amashishini okupakisha embindini anamandla amabi wokuxoxisana kulo lonke ikhonkco loshishino. Ibhokisi yokutya
Ixesha lokuposa: Feb-09-2023
