Imboni yokupakisha amaphepha inesidingo esinamandla, futhi amabhizinisi andise ukukhiqizwa ukuze abambe imakethe
Ngokusetshenziswa “kwe-plastic restriction order” kanye nezinye izinqubomgomo, imboni yokupakisha amaphepha inesidingo esinamandla, futhi abakhiqizi bamaphepha baqoqa izimali ngemakethe yemali ukuze bakhulise umthamo wokukhiqiza. Ibhokisi lephepha
Muva nje, umholi wamaphakheji wephepha wase-China u-Dashengda (603687. SH) uthole impendulo evela ku-CSRC. I-Dashengda ihlela ukuqongelela ama-yuan angeqi kwezigidi ezingama-650 kulokhu ukuze itshale kumaphrojekthi afana ne-R&D ehlakaniphile kanye nesisekelo sokukhiqiza se-pulp elibunjwe i-tableware evumelana nemvelo. Akugcinanga lapho, intatheli ye-China Business News iphinde yaqaphela ukuthi kusukela kulo nyaka, izinkampani eziningi zemboni yokupakisha amaphepha ziphuthuma ku-IPO ukuqedela isu lokunweba umthamo ngosizo lwemakethe yemali. Ngomhla ziyi-12 kuJulayi, i-Fujian Nanwang Environmental Protection Technology Co., Ltd. (ngemuva kwalokhu ebizwa ngokuthi “i-Nanwang Technology”) ithumele uhlaka lwesicelo se-prospectus sokunikezwa kokuqala komphakathi kwamasheya ku-GEM. Kulokhu, ihlela ukukhulisa ama-yuan ayizigidi ezingama-627, ikakhulukazi kumaphrojekthi wokupakisha umkhiqizo wephepha. isikhwama sephepha
Engxoxweni nezintatheli, abantu baseDashengda bathi eminyakeni yamuva nje, ukuqaliswa "kwe-plastic restriction order" nezinye izinqubomgomo kukhulise isidingo sayo yonke imboni yokupakisha amaphepha. Ngesikhathi esifanayo, njengebhizinisi elihamba phambili embonini, inkampani inamandla aphelele aqinile, futhi ukwanda nokuthuthukiswa kwenzuzo kuhambisana nezinjongo zamasu okuthuthukiswa kwenkampani yesikhathi eside.
U-Qiu Chenyang, umcwaningi we-China Research Puhua, utshele izintatheli ukuthi imboni ibilokhu ikhulisa umthamo wokukhiqiza, okukhombisa ukuthi amabhizinisi anethemba elikhulu ngekusasa lemakethe. Noma ngabe intuthuko esheshayo yomnotho wezwe, ukuthunyelwa kwemikhiqizo emazweni angaphandle, ukuthuthukiswa kwe-e-commerce esikhathini esizayo, noma ukuqaliswa kwenqubomgomo “yemikhawulo yepulasitiki”, izohlinzeka ngesidingo esikhulu semakethe. Ngokusekelwe kulokhu, amabhizinisi ahamba phambili embonini azokhuphula isabelo sawo semakethe, agcine ukuncintisana kwemakethe futhi azuze umnotho wesilinganiso ngokwandisa isikali sokutshalwa kwezimali.
Izinqubomgomo zikhuthaza isidingo semakethe ibhokisi lesipho
Ngokusho kolwazi lomphakathi, i-Dashengda igxile kakhulu ocwaningweni nasekuthuthukisweni, ekukhiqizeni, ekunyatheliseni nasekuthengisweni kwemikhiqizo yokupakishwa kwamaphepha. Imikhiqizo yayo imboza amabhokisi kathayela, amakhadibhodi, amabhokisi ewayini ezitolo, izimpawu zokuthengisa zikagwayi, njll., kanye nokuhlinzeka ngezixazululo ezibanzi zokupakishwa kwephepha zokuklama ukupakisha, ucwaningo nokuthuthukiswa, ukuhlola, ukukhiqiza, ukuphathwa kwempahla, ukusetshenzelwa nokusabalalisa.ibhokisi likagwayi
Ukupakishwa kwamaphepha kubhekisela ekupakishweni kwempahla eyenziwe ngephepha kanye ne-pulp njengezinto zokusetshenziswa eziyinhloko. Inamandla aphezulu, umswakama ophansi, ukungena kancane kancane, akukho ukugqwala, nokumelana okuthile namanzi. Ngaphezu kwalokho, iphepha elisetshenziselwa ukupakisha ukudla lidinga nokukhucululwa kwendle, inzalo, nokungcola okungangcoli.ukupakishwa kwe-hemp
Ngaphansi kokuqondisa kwenqubomgomo "ye-plastic restriction order", "Imibono Yokusheshisa Ukuguqulwa Okuluhlaza Kwe-Express Packaging", kanye "Nesaziso Sokuphrinta Nokusabalalisa" Uhlelo Lweminyaka Eyishumi Nane Leminyaka Eyishumi Nane "uhlelo lokusebenza lokulawula ukungcoliswa kwepulasitiki", isidingo emikhiqizweni esephepheni kulindeleke ukuthi ikhuphuke kakhulu. Ibhokisi likagwayi
U-Qiu Chenyang utshele izintatheli ukuthi ngokuthuthukiswa kokuqwashisa kwabantu ngokuvikelwa kwemvelo, amazwe amaningi akhiphe “imithetho yokuvinjelwa kwepulasitiki” noma “ama-plastic prohibition orders”. Ngokwesibonelo, iNew York State yase-United States yaqala ukusebenzisa “i-plastic prohibition order” ngoMashi 1, 2020; Amazwe angamalungu e-EU azokwenqabela ukusetshenziswa kwemikhiqizo yepulasitiki elahlwa kusukela ngo-2021; I-China yakhipha Imibono Ngokuqhubekayo Yokuqinisa Ukwelashwa Kokungcoliswa Kwepulasitiki ngoJanuwari 2020, futhi yaphakamisa ukuthi ngo-2020, izohola ekuvimbeleni nasekubekeni imingcele ukukhiqizwa, ukuthengiswa nokusetshenziswa kwemikhiqizo ethile yepulasitiki kwezinye izifunda nezindawo.ukufakwa kwe-vape
Ukusetshenziswa kwemikhiqizo yepulasitiki empilweni yansuku zonke kunqunyelwe kancane kancane, futhi ukupakishwa okuluhlaza kuzoba umkhuba obalulekile wokuthuthukiswa kwemboni yokupakisha. Ikakhulukazi, amakhadibhodi ebanga lokudla, amabhokisi esidlo sasemini epulasitiki angavumelana nemvelo, njll. azozuza ekwenqatshelweni kancane kancane kokusetshenziswa kwezitsha zepulasitiki ezilahlwayo kanye nokwanda kwesidingo; Izikhwama zendwangu zokuvikela imvelo, izikhwama zamaphepha, njll. zizohlomula ezidingweni zenqubomgomo futhi zithuthukiswe enxanxatheleni yezitolo, ezitolo ezinkulu, emakhemisi, ezitolo zezincwadi nakwezinye izindawo; Ukupakishwa kwebhokisi likathayela kuzuze ekuvinjweni kokusetshenziswa kwamaphakheji epulasitiki acacile.
Eqinisweni, isidingo sephepha lokupakisha asinahlukaniswa nezinguquko ezidingekayo zezimboni zabathengi ezingezansi. Eminyakeni yamuva nje, ukudla, isiphuzo, izinto zasendlini, imishini yokuxhumana nezinye izimboni zibonise ukuchuma okuphezulu, ukushayela ngempumelelo ukukhula kwemboni yokupakisha amaphepha. Ibhokisi likameyili
Ethintwe yilokhu, i-Dashengda izuze imali yokusebenza elinganiselwa ku-1.664 billion yuan ngo-2021, okuwukukhula ngo-23.2% unyaka nonyaka; Ezigabeni ezintathu zokuqala zika-2022, imali engenayo yokusebenza etholakele yayingama-yuan ayizigidi eziyizinkulungwane eziyi-1.468, ikhuphuke ngo-25.96% unyaka nonyaka. I-Jinjia Shares (002191. SZ) izuze imali engenayo engama-yuan ayizigidi eziyizinkulungwane ezingu-5.067 ngo-2021, okuwukukhula ngo-20.89% unyaka nonyaka. Imali engenayo eyinhloko ezingxenyeni ezintathu zokuqala zika-2022 yayingama-yuan ayizigidi eziyizinkulungwane ezingu-3.942, okuwukunyuka ngo-8% unyaka nonyaka. Imali engenayo yokusebenza ye-Hexing Packaging (002228. SZ) ngo-2021 yayicishe ibe ngama-yuan ayizigidi eziyizinkulungwane eziyi-17.549, ikhuphuke ngo-46.16% unyaka nonyaka. Ibhokisi lokudla kwezilwane ezifuywayo
U-Qiu Chenyang utshele izintatheli ukuthi eminyakeni yamuva nje, ngokudluliselwa kancane kancane kwemboni yokupakisha yomhlaba emazweni asathuthuka nasezifundeni ezimelwe yiShayina, imboni yaseShayina yokupakisha imikhiqizo yephepha iye yagqama kakhulu embonini yomhlaba wonke yokupakisha amaphepha, futhi isiphenduke iphepha elibalulekile. Izwe elihlinzeka ngamaphakheji womkhiqizo emhlabeni jikelele, ngesilinganiso sokuthekelisa siyakhula.
Ngokwezibalo ze-China Packaging Federation, ngo-2018, inani eliphelele lokungenisa nokuthekelisa embonini yokupakisha amaphepha yaseChina lalingama-US $ 5.628 billion, likhuphuke ngo-15.45% unyaka nonyaka, lapho inani lokuthumela ngaphandle lalingama-US $ 5.477 billion, lenyuke ngo-15.89% ngonyaka. ngonyaka; Ngo-2019, inani eliphelele lokungenisa nokuthekelisa embonini yokupakisha amaphepha yaseChina lalingama-US $6.509 billion, umthamo walo wokuthekelisa wawungama-US $6.354 wezigidigidi, wenyuka ngo-16.01% unyaka nonyaka; Ngo-2020, inani eliphelele lokungenisa nokuthekelisa embonini yokupakisha amaphepha yaseChina lalingama-US $6.760 wezigidigidi, umthamo walo wokuthekelisa wawungama-US $6.613 billion, wenyuka ngo-4.08% unyaka nonyaka. Ngo-2021, inani eliphelele lokungenisa nokuthekelisa embonini yokupakishwa kwemikhiqizo yamaphepha yaseChina lizoba ngama-US $ 8.840 wezigidigidi, lapho umthamo wokuthekelisa uzoba ngu-US $ 8.669 billion, ukhuphuke ngo-31.09% unyaka nonyaka. Ibhokisi lokupakisha le-bouquet
Ukugxila kwemboni kuyaqhubeka nokwanda
Ngaphansi kwesizinda sesidingo esinamandla, amabhizinisi okupakisha amaphepha nawo andisa umthamo wawo wokukhiqiza, futhi ukugxilwa kwemboni kuyaqhubeka nokukhula. Ibhokisi likagwayi
Ngomhla zingama-21 kuJulayi, i-Dashengda yakhipha uhlelo lokunikezwa kwamasheya okungezona ezomphakathi, nesamba sesamba semali engu-650 million yuan okufanele siqoqwe. Izimali eziqoqiwe zizotshalwa ku-R&D kanye nesisekelo sokukhiqiza iphrojekthi ye-pulp ebunjiwe yokuvikela imvelo, iphrojekthi yokwakha ye-Guizhou Renhuai Baisheng isisekelo sokukhiqiza iwayini lephepha elihlakaniphile kanye nemali yokusebenza eyengeziwe. Phakathi kwazo, iphrojekthi ye-R&D ehlakaniphile kanye nesisekelo sokukhiqiza sezitsha zetafula ezibunjwe yi-pulp-molded environment-friendly kuzoba namandla okukhiqiza amathani angama-30000 we-tableware ebunjwe yi-pulp-friendly-friendly tableware ngonyaka. Ngemva kokuphothulwa kwephrojekthi yokwakha ye-Guizhou Renhuai Baisheng Intelligent Paper Wine Box Production Base, kuzokwenziwa ukukhiqizwa konyaka kwamabhokisi ewayini acolisekileyo ayizigidi ezingu-33 namabhokisi amakhadi ayizigidi ezingu-24.
Ngaphezu kwalokho, i-Nanwang Technology iphuthuma ku-IPO ku-GEM. Ngokusho kwe-prospectus, i-Nanwang Technology ihlela ukuqongelela ama-yuan ayizigidi ezingu-627 ohlwini lwe-GEM. Phakathi kwazo, kwasetshenziswa ama-yuan ayizigidi eziyizinkulungwane ezingu-2.247 ukuze kwakhiwe amafekthri ahlakaniphile emikhiqizo yamaphepha aluhlaza futhi avumelana nemvelo kanye nama-yuan ayizigidi ezingu-238 asetshenziselwa ukukhiqizwa kwemikhiqizo yephepha yokupakisha kanye nemiklamo yokuthengisa.
UDashengda uthe le phrojekthi kuhloswe ngayo ukukhulisa ibhizinisi lenkampani lokuvikela imvelo, ukwandisa ibhizinisi lokupakisha iwayini, ukucebisa umugqa webhizinisi lomkhiqizo wenkampani nokwenza ngcono inzuzo yenkampani.
Umuntu ongaphakathi utshele intatheli ukuthi amabhizinisi amabhokisi kathayela aphakathi nendawo nasezingeni eliphezulu anesilinganiso esithile namandla embonini anomgomo owodwa oyinhloko wokwandisa isikali sokukhiqiza nokumaketha kanye nokwandisa isabelo semakethe.
Ngenxa yomkhawulo ophansi wokungena wabakhiqizi bemboni yokupakisha umkhiqizo wephepha waseShayina kanye nobubanzi obubanzi bezimboni ezisezansi nomfula, inani elikhulu lezimboni zamabhokisi amancane zincike esidingweni sendawo ukuze ziphile, futhi kunezimboni eziningi zamabhokisi amancane naphakathi nendawo ekugcineni okuphansi. yemboni, yakha iphethini yemboni ehlukene kakhulu.
Njengamanje, kunamabhizinisi angaphezu kuka-2000 ngaphezu kosayizi omisiwe embonini yasekhaya yokupakisha imikhiqizo yamaphepha, iningi lawo okungamabhizinisi amancane naphakathi nendawo. Nakuba ngemva kweminyaka yokuthuthuka, kuye kwavela amabhizinisi amaningi okukhiqiza amakhulu nasezingeni eliphezulu embonini, ngokombono ophelele, ukugxila kwemboni yokupakisha umkhiqizo wephepha kusephansi, futhi ukuncintisana kwemboni kushubile, kwakha imboni ngokugcwele. iphethini yemakethe yokuncintisana.
Laba bangaphakathi abangenhla bathe ukuze kubhekwane nokuncintisana kwemakethe okushubile, amabhizinisi anenzuzo embonini aqhubeka nokwandisa isikali sokukhiqiza noma enze ukuhlelwa kabusha nokuhlanganiswa, alandele indlela yesilinganiso nentuthuko ejulile, futhi ukugxila embonini kwaqhubeka nokukhula. ukwanda.
Ukwenyuka kwengcindezi yezindleko
Intatheli iphawule ukuthi nakuba isidingo semboni yokupakisha amaphepha senyukile eminyakeni yamuva nje, inzuzo yemboni yehlile.
Ngokombiko wezezimali, kusukela ngo-2019 kuya ku-2021, inzuzo yonke yakwaDashengda etholwa inkampani engumzali ngemuva kokudonsa imali engenayo ibe ngama-yuan ayizigidi ezingama-82, amayuan ayizigidi ezingama-38 kanye namayuan ayizigidi ezingama-61 ngokulandelana. Akunzima ukubona kusuka kudatha ukuthi inzuzo ye-Dashengda yehlile eminyakeni yamuva.ibhokisi lekhekhe
Ngaphezu kwalokho, ngokwe-prospectus ye-Nanwang Technology, kusukela ngo-2019 kuya ku-2021, umkhawulo wenzuzo enkulu yebhizinisi eliyinhloko lenkampani wawungu-26.91%, 21.06% no-19.14% ngokulandelanayo, okubonisa ukwehla unyaka nonyaka. Isilinganiso sesilinganiso senzuzo eyisamba sezinkampani eziqhathanisekayo eziyi-10 embonini efanayo sasingu-27.88%, 25.97% no-22.07% ngokulandelana, okubuye kwakhombisa ukwehla.Ibhokisi likaswidi
Ngokokubukezwa kokuSebenza kweNational Paper and Paperboard Container Industry ngo-2021 ekhishwe yi-China Packaging Federation, ngo-2021, kwakunamabhizinisi angama-2517 ngaphezu kosayizi obuqokiwe embonini yeziqukathi zase-China zamaphepha nezamaphepha (zonke izinhlangano ezisemthethweni zezimboni ezinonyaka. imali engenayo yokusebenza yama-yuan ayizigidi ezingu-20 nangaphezulu), nemali engenayo yokusebenza enqwabelanayo engama-yuan ayizigidi eziyizinkulungwane ezingu-319.203, ukukhuphuka konyaka nonyaka ngo-13.56%, kanye nesamba senzuzo ehlanganisiwe yama-yuan ayizigidi eziyizinkulungwane ezingu-13.229, ukwehla konyaka nonyaka ngo-5.33 %.
UDashengda uthe into esemqoka ekukhiqizeni amabhokisi kathayela nebhodi lephepha kwakuyiphepha eliyisisekelo. Izindleko zephepha eliyisisekelo zibalwe ngaphezu kuka-70% wezindleko zamabhokisi kathayela ngesikhathi sokubika, okwakuyizindleko zokusebenza eziyinhloko zenkampani. Kusukela ngo-2018, ukuguquguquka kwezintengo zephepha eliyisisekelo kuye kwakhula ngenxa yomthelela wokukhuphuka kwamanani entengo yephepha elilahlwayo lamazwe ngamazwe, amalahle nezinye izinto eziyinqwaba, kanye nomthelela wenani elikhulu lezinto ezincane nezilingene ezigayweni zephepha. ukukhiqizwa kanye nokuvala ngaphansi kwengcindezi yokuvikelwa kwemvelo. Ukushintsha kwentengo yephepha eliyisisekelo kunomthelela omkhulu ekusebenzeni kwenkampani. Njengoba inani elikhulu lezigayo zephepha ezincane neziphakathi ziphoqeleka ukuthi zinciphise ukukhiqizwa futhi zivale ngaphansi kwengcindezi yemvelo, futhi izwe liphinde livimbele ukungeniswa kwephepha lemfucuza, uhlangothi lokuhlinzekwa kwephepha lesisekelo luzoqhubeka nokuthwala ingcindezi enkulu, ubudlelwane phakathi kokunikezwa kanye nokufunwa kungase kuqhubeke kungalingani, futhi intengo yephepha eliyisisekelo ingase ikhuphuke.
Imboni ekhuphukayo yemboni yokupakisha yomkhiqizo wephepha ikakhulukazi ukwenza iphepha, uyinki wokuphrinta kanye nemishini yemishini, futhi umfula ongezansi ikakhulukazi ukudla nesiphuzo, imikhiqizo yansuku zonke yamakhemikhali, ugwayi, izinto zikagesi, imithi kanye nezinye izimboni ezinkulu zabathengi. Ezindaweni zokusetshenziswa ezisetshenziswayo ezikhuphuka nomfula, iphepha eliyisisekelo libalela ingxenye enkulu yezindleko zokukhiqiza. Ibhokisi lezinsuku
U-Qiu Chenyang utshele izintatheli ukuthi ngo-2017, iHhovisi Jikelele loMkhandlu Wezwe lakhipha "Uhlelo Lokusebenza Lokuvimbela Ukungena Kwemfucuza Yangaphandle kanye Nokukhuthaza Ukuguqulwa Kwesistimu Yokulawulwa Kwemfucuza Eqinile", okwenza ukuthi i-quota yokungenisa amaphepha emfucuza iqhubeke qinisa, futhi izinto ezingavuthiwe ze-base paper waste paper zavinjelwa, futhi intengo yazo yaqala ukukhuphuka yonke indlela. Intengo ye-base paper iyaqhubeka nokukhuphuka, idala ingcindezi enkulu yezindleko kumabhizinisi aphansi (izitshalo zokupakisha, izitshalo zokuphrinta). Phakathi nesikhathi esisuka kuJanuwari kuya kuFebruwari 2021, intengo yephepha lesisekelo sezimboni yenyuka ngendlela engakaze ibonwe. Iphepha elikhethekile livamise ukukhuphuka ngo-1000 yuan/ton, futhi izinhlobo zephepha ngazinye zize zeqe ngo-3000 yuan/ton ngesikhathi esisodwa.
U-Qiu Chenyang uthe uchungechunge lwemboni yokupakisha umkhiqizo wephepha ngokuvamile lubonakala “ngokugxilisa ingqondo phezulu nokusabalalisa phansi komfula”. ibhokisi likashokoledi
Ngokombono ka-Qiu Chenyang, imboni yephepha ekhuphuka nomfula iphakathi nendawo kakhulu. Amabhizinisi amakhulu afana ne-Jiulong Paper (02689. HK) kanye ne-Chenming Paper (000488. SZ) athathe isabelo esikhulu semakethe. Amandla abo okuxoxisana anamandla futhi kulula ukudlulisa ingcuphe yentengo yephepha likadoti kanye nezinto zokusetshenziswa zamalahle ezinkampanini zokupakisha ezansi nomfula. Imboni esezansi nomfula ihlanganisa izinhlobonhlobo zezimboni. Cishe zonke izimboni ezikhiqiza izimpahla zabathengi zidinga amabhizinisi okupakisha njengezixhumanisi ezisekelayo ochungechungeni lokunikezela. Ngaphansi kwemodeli yebhizinisi lendabuko, imboni yokupakisha imikhiqizo yephepha cishe ayincikile embonini ethile engezansi. Ngakho-ke, amabhizinisi okupakisha phakathi anamandla ampofu okuxoxisana kulo lonke uchungechunge lwezimboni. Ibhokisi lokudla
Isikhathi sokuthumela: Feb-09-2023
