Kukhudzidwa ndi kutayikira kwa zikalata kuchokera ku US department of Health and Human Services mwezi watha komanso zokambirana za Senate Majority Mtsogoleri Schumer sabata yatha ya malamulo aposachedwa okhudzana ndi lingaliro ili, gawo la US hemp hemp lidapitilira zopindulitsa zake Lolemba.Kukula kwa Canopy kudatseka 81.37%, Aurora Cannabis idakwera 72.17%, ndipo masheya ena ambiri ndi ma ETF adakweranso magawo awiri (Chithunzi 1).
Kutsatira kukwera kwa masheya aku US Lolemba, masheya okhudzana ndi lingaliro la mafakitale a hemp pamsika wa A-share, omwe anali atagona kwa nthawi yayitali, adayambitsanso kuchuluka kwatsiku ndi tsiku.Masiku ano, malingaliro a A-share hemp hemp amagulitsa Rheinland Biotech, Tonghua Jinma, ndi Dezhan Health atsekedwa pamlingo wawo watsiku ndi tsiku, ndi masheya monga Fuan Pharmaceutical, Hanyu Pharmaceutical, Longjin Pharmaceutical, ndi Shunhao Holdings pakati pa opeza bwino kwambiri (Chithunzi 2)!
Chithunzi 1 Kuwonjezeka kwa Masheya a Cannabis aku US
Chithunzi 2 Kukula kwa gawo la A-share mafakitale hemp
China ndi dziko lalikulu pakukula hemp mafakitale.Pakadali pano, makampani ena akukulitsa mwachangu ma projekiti okhudzana ndi hemp kunja kwa dziko.Tengani Rhine Biotech mwachitsanzo:
Rhine Biotechnology imagwira ntchito kwambiri pakuchotsa zinthu zopangira mbewu ndipo ndi kampani yoyamba kutchulidwa m'makampani opanga mbewu zapakhomo.Pakadali pano, kampaniyo yapanga zinthu zopitilira 300 zopangira mbewu, kuphatikiza zipatso za monk, Tingafinye za stevia, Tingafinye za hemp za mafakitale, Tingafinye tiyi ndi zina zaumoyo ndi zina zapakhungu.
Rheinland Biotech idatsekedwa pamalire atsiku ndi tsiku, ndi mtengo wotseka wa 8.12 yuan.Sitoko idafika malire ake tsiku lililonse pa 9:31 ndikutsegula malire atsiku ndi tsiku kasanu.Pamtengo wotseka, ndalama zotsekera zinali 28.1776 miliyoni yuan, zomwe zimawerengera 0.68% yamtengo wake wozungulira pamsika.
Pankhani ya kuchuluka kwa ndalama pa Seputembara 12, kuchuluka kwa ndalama zazikuluzikulu kunali 105 miliyoni yuan, kuwerengera 17.38% ya voliyumu yonse yamalonda, kutulutsa kwachuma kwandalama zotentha kunali 73.9481 miliyoni yuan, kuwerengera 12.19% ya ndalama zonse. voliyumu ya transaction, ndipo kuchuluka kwa ndalama zogulitsira malonda kunali 31.4218 miliyoni yuan, zomwe zimawerengera 12.19% ya voliyumu yonse yogulitsa.Chiwongola dzanja ndi 5.18%.
Chithunzi cha 3 Rheinland Biotech mbiri ya mtengo wamtengo wapatali
Mbiri yayikulu yachitukuko cha bizinesi yamakampani a cannabis
Mu 1995, yemwe adatsogolera Rhine Biotech adapanga bwino Luo Han Guo Tingafinye ndi tsamba la Ginkgo ndikumanga fakitale ndikuyiyika popanga.Patatha zaka zisanu, Rhine Biotech idalembetsedwa mwalamulo.Zaka zisanu ndi ziwiri pambuyo pake, Rhine Biotech adalembedwa pa Shenzhen Stock Exchange.
Wothandizira waku North America ndi wocheperako waku Europe wa Rheinland adakhazikitsidwa mu 2011 ndi 2016.
Mu Meyi 2019, kampaniyo idalengeza kuti ikukonzekera kuyika ndalama pomanga ntchito yopanga hemp ku United States, yomanga matani 5,000 amphamvu yopangira zinthu zopangira pachaka.Zogulitsa zokhudzana ndi polojekitiyi zitha kugwiritsidwa ntchito m'magawo ambiri monga chithandizo chamankhwala, zowonjezera zakudya, zodzola, komanso zopangira ziweto.Chifukwa chomwe Rheinland Biotech idasankhira kukhazikitsa kampani yothandizirana ndi US ndikukhazikitsa fakitale ya CBD mu 2019 ndichifukwa choti ngakhale hemp yamakampani imakhala ndi ntchito zambiri, kuvomereza msika ndikotsika komanso kuyang'anira ndizovuta.Sizinafike mpaka 2018 pomwe chilolezo choyamba chofunsira chidapezeka ku United States., Kapangidwe ka hemp ka mafakitale ka Rheinland Biotech kunali koyambirira.Pambuyo pakuvomereza kwake,CBDidagwiritsidwa ntchito koyamba kuthetsa nkhawa, kusokonezeka kwa kugona komanso kupweteka kosalekeza.
Madzulo a Juni 28, 2022, Rheinland Biotech adalengeza kuti projekiti yamakampani yaku US yochotsa hemp ndi ntchito yomanga zomangamanga (yomwe imadziwika kuti fakitale hemp) yadutsa kuvomereza ndikuwunikanso kwa boma la Indiana ndi anthu ena, ndipo wachita kudyetsa kwakukulu Kupanga kwalowa mwalamulo pakupanga kwakukulu.Kampaniyo idati ikuyembekeza kuti ndalama zonse za polojekitiyi zifika pafupifupi US $ 80 miliyoni.
Pa Marichi 22, 2022, kampaniyo idati mu kafukufukuyu kuti mgwirizano wa hemp wa mafakitale womwe udasainidwa nthawi ino ndi wokonza matani 227 azinthu zopangira hemp m'malo mwa kasitomala.Poyamba akuti ndalama zolipirira mgwirizanowu zikhala pakati pa US$2.55 miliyoni ndi US$5.7 miliyoni.Mwanjira ina, chindapusa cha bungwe la tani iliyonse yamafuta a hemp akuyembekezeka kupitilira madola 10,000 aku US.Poyerekeza ndi mtengo wamalonda wamakono waCBDzogulitsa pamsika waku US, ndalama zomwe bungweli limapeza sizotsika poyerekeza ndi zomwe kampaniyo imapeza kuchokera kubizinesi yochotsa hemp yamakampani.Kampaniyo ikukhulupirira kuti msika wapano wakutsika umakhalabe ndi malingaliro abwino komanso odalirika kumakampani a hemp, ndipo kufunikira kukupitilirabe.
Pa Juni 28, 2022, kampaniyo idalengeza kuti pulojekiti ya US CBD yadutsa kuvomerezedwa ndikuwunikiridwa ndi boma la Indiana ndi anthu ena, ndipo yapanga zinthu zazikulu ndikulowa nawo gawo lopanga anthu ambiri.Kampaniyo ikuyembekeza kuti ndalama zonse za polojekitiyi zifika pafupifupi US $ 80 miliyoni, ndipo izindikira kutulutsa ndi kupanga zokha.Zalembedwa ngati projekiti yowonetsera m'munda wa mafakitale a hemp ku United States ndi boma la Indiana State.Nthawi yomweyo, Hemprise yakhazikitsa malo opangira kafukufuku ndi chitukuko cha hemp kuti achite kafukufuku ndi chitukuko chaukadaulo, kugwiritsa ntchito ndi chilinganizo chazinthu zokhudzana ndi hemp.Kampaniyo imatcha malowa kukhala malo akulu kwambiri opangira hemp ku United States.
Pa Ogasiti 8, 2022, kampaniyo idanenanso mu kafukufukuyu kuti pakadali pano pali ma projekiti angapo a hemp omwe akukambirana.Kusaina msonkhano waukulu wa mgwirizano wamakasitomala m'makampani ochotsa mbewu kuphatikiziranso kuyang'anira fakitale yamakasitomala ndi njira zina.Nthawi yomweyo, kampaniyo ikufulumizitsanso kugwiritsa ntchito ziyeneretso zokhudzana ndi hemp ya mafakitale., nthawi zambiri zingatenge pafupifupi miyezi itatu, kotero kuti zimatenga nthawi kuti mukwaniritse mgwirizano wokhazikika.Tikukhulupirira kuti osunga ndalama adikirira moleza mtima.Ngati kampaniyo isayina mgwirizano wofunikira, idzawululidwa motsatira malamulo.Mgwirizano wamalingaliro okonzedwa omwe udasainidwa mu Marichi makamaka chifukwa mgwirizano pakuwongolera koyambirira kwamakampaniwo umathandizira kukweza mtundu wa Rhine Biotech hemp hemp, ndipo phindu la mgwirizano ndilabwino.Kutengera siteji yamakono, ndi chisankho chabwino.Komabe, kampaniyo idzayikabe fakitale yochotsa hemp ngati fakitale yodziyimira payokha mtsogolomo ndikuyang'ana kwambiri zinthu zake.
Pa Ogasiti 26, 2022, kampaniyo inanena mu kafukufukuyu kuti ntchito yamakampani ya hemp yamakampani chaka chino ikuyembekeza kukwaniritsa ndalama zokwana madola mamiliyoni angapo aku US kapena makumi mamiliyoni a madola aku US kuti akwaniritse cholinga chophwanya popanda kukhudza kampaniyo. ntchito yonse.Dongosolo lofunikira la theka lachiwiri la chaka chino ndikuyala maziko olimba a ntchito yonse ya hemp ya mafakitale.Pa mbali yopanga, tiyenera kuchita ntchito yabwino mu GMP certification fakitale, kutsimikizira QA ndi QC mphamvu, ndi kuonetsetsa kuti mankhwala ndondomeko (kubwezeretsanso, katundu katundu), etc. ali mu mulingo woyenera;kumbali ya malonda, tiyenera kuchita ntchito yabwino pomanga gulu la malonda, kumvetsetsa zosowa za makasitomala ndi kutumiza zitsanzo, ndikuchita nawo mwakhama ziwonetsero kuti tipeze misika bwino, ndi zina zotero. Pakalipano, tikukambirana ndi makasitomala atsopano a 4-5, kuphatikizapo makasitomala ochokera ku Thailand ndi malo ena.
Pa Seputembara 1, 2022, kampaniyo idanenanso mu kafukufukuyu kuti ntchito yochotsa hemp ya mafakitale idalembedwa ngati njira yoyendetsera ndalama.Makampaniwa anali akadali koyambirira, choncho kampaniyo sinakhazikitse ndalama zomveka bwino za polojekitiyi.Chiyambireni kupanga misa pa June 28 chaka chino, fakitale yakhala ikugwira ntchito bwino, ndipo zizindikiro zofunika za ndondomeko monga zokolola za m'zigawo panthawiyi zimakhala bwino kuposa momwe zimayembekezeredwa, kutsimikizira kuti kukonzanso koyambirira ndi ntchito zina zakhala zogwira mtima, zomwe mpaka kufika pamlingo wina. zidzathandiza kusunga phindu la bizinesi mtsogolomu.Ntchito za gulu la mafakitale a hemp ku United States chaka chino makamaka zikuphatikiza ziphaso za ziyeneretso za fakitale ya GMP, kuvomereza zowerengera zamakasitomala, kafukufuku wamsika, kugula zinthu zopangira, komanso kufunafuna mgwirizano wanthawi yayitali komanso wokhazikika ndi makasitomala akuluakulu, ndi zina zambiri. omwe amagwiritsa ntchito hemp ya mafakitale amakhala ndi kuchuluka kwakukulu kwamakasitomala omwe alipo.
Pa Novembara 9, 2022, kampaniyo idanenanso mu kafukufukuyu kuti fakitale yochotsa hemp yamakampaniyi ikudya kale zida zochotsa, ndipo ntchitoyi ikugwira ntchito monga momwe idakonzera.Pakalipano, kampaniyo imayang'ana kwambiri chiphaso cha fakitale ya GMP, chitukuko cha msika, kuyendera fakitale yamakasitomala, kugula zinthu zopangira, etc. Pankhani ya ntchito, kukambirana kwamakasitomala kumapangidwira makasitomala aku North America.Bizinesi yochotsa mbewu za kampaniyo makamaka ndi TOB, ndipo zokambirana zamabizinesi zimakhudza mbali zambiri.Choncho, zimatenga nthawi yochuluka kuti zigwirizane, komanso zimafunikanso ndondomeko kuchokera ku fakitale yomwe ikugwiritsidwa ntchito mpaka kumasulidwa kwa mphamvu zopanga.
Pa february 2, 2023, kampaniyo idanenanso mu kafukufukuyu kuti bizinesi yamakampani ya hemp mu 2023 idzayang'ana pakukula kwamakasitomala.Oyang'anira aperekanso zofunikira zogwira ntchito.Gulu la Hemprise liyenera kutsata mosamalitsa kafukufuku wamakasitomala otsika ndi chitukuko ndi kuyesa zitsanzo, ndikuyesetsa kulimbikitsa zokambirana za mgwirizano ndi makasitomala.Kampaniyo imayika fakitale yochotsa hemp ngati fakitale yodziyimira payokha, ikuyang'ana kwambiri zinthu zake.Mwina mwawonapo mgwirizano wokonza mgwirizano womwe wasainidwa ndi kampaniyo.Zinasainidwa makamaka chifukwa zimakhulupirira kuti mgwirizano wokonza mgwirizano kumayambiriro kwa malondawo ungakhale wothandiza kupititsa patsogolo bizinesi, komanso kuti mgwirizano uwu unali chisankho chabwino kumayambiriro kwa chitukuko cha polojekiti.
Pa february 21, 2023, kampaniyo idakhulupirira mu kafukufuku kuti kuyambira chaka chatha, mtengo wamafuta a hemp m'mafakitale watsikira pamtengo wovuta kwambiri.Itha kuwerengedwa kumtunda kuchokera pamtengo wogulitsa.Pambuyo pochotsa ndalama zopangira, zoyendera, zogulira, ndi zina zambiri kuchokera pamtengo wamakono wazinthu, zotsalira zotsalazo ndizotsika kale kuposa mtengo wamalingaliro a alimi.Kuchepa kwa mitengo yazipatso kudzakhudza mwachindunji Alimi ali ndi chidwi ndi kubzala, kupezeka kukucheperachepera, ndipo kusintha kwa voliyumu yakumtunda ndi mtengo zikuyembekezeka kuthamangitsa mitengo kuti ichoke m'mwamba ndipo makampaniwo alowenso m'njira yatsopano.Choncho, kampaniyo ikukhulupirira kuti mtengo wamtengo wapatali wamakono udzakhala wosakhazikika.Chifukwa chachikulu cha kutsika kwakukulu kwamitengo ndi chakuti msika wakula mofulumira kwambiri m'zaka zingapo zapitazi, ndi mphamvu zowonjezera zopangira ndi kufufuza m'makampani, zomwe zimayembekeza kwambiri kukula kwa mitengo yamtengo wapatali, yomwe pamapeto pake inachititsa kuti mitengo ikhale yotsika mtengo.
Malinga ndi lipoti lapachaka la Rheinland Biotechnology mu theka loyamba la chaka chino, kampaniyo yakhazikitsa njira zachitukuko zomwe zimayang'ana kwambiri za biology yopangira ndipo iwonjezeranso ndalama zokhudzana ndi sayansi yopangira biology.Cholinga ndikukhazikitsa njira yachitukuko momwe njira ziwiri zamaukadaulo zakuchotsa zachilengedwe ndi biosynthesis zikuwulukira mbali ndi mbali., kupititsa patsogolo kachulukidwe kazinthu, komanso kulimbikitsa mphamvu zamakampani kudzera mukupanga fomula yazinthu ndi ntchito zoyankhira makonda.
o Rheinland Biological (002166) idatsegulidwa m'mawa pa Juni 19, 2023 ndikusindikiza mwachangu malire atsiku ndi tsiku mpaka kumapeto.Pomalizira pake idatsekedwa pa 8 yuan, ndi mtengo waposachedwa kwambiri wamsika wa 5.9 biliyoni.Malinga ndi chilengezo cha kampaniyo, kampaniyo posachedwapa yasaina mgwirizano watsopano wa mgwirizano ndi dsm-firmenich (DSM-Firmenich) kwa zaka zisanu zikubwerazi.Ndalama zomwe mulingo wandalama za mgwirizanowu ndi US $ 840 miliyoni, ndipo ndalama zochepera zomwe mukufuna ndi US $ 680 miliyoni.Mgwirizano Nthawi ndi zaka 5.
Zifukwa zazikulu zakukulira kwaposachedwa kwa msika wa cannabis
Malingana ndi Wall Street News, Lachitatu, August 30th, Eastern Time, kalata ya August 29th inasonyeza kuti Rachel Levine, Mlembi Wothandizira wa US Department of Health and Human Services (HHS), anatumiza kalata ku US Drug Enforcement Administration (US Drug Enforcement Administration). DEA).) Commissioner Anne Milgram adayitanitsa kusintha kwa chamba pansi pa Controlled Substances Act kuti chiphatikizepo ngati mankhwala a Pulogalamu III.Makanema ena adanenanso kuti ngati kusintha kwa gulu la HHS kuvomerezedwa, kudzakhala kusintha kwakukulu pakusintha kwa chamba ngati mankhwala omwe ali pachiwopsezo chachikulu, ndipo chamba chikhala gawo limodzi kuti chikhale chovomerezeka.
Kuphatikiza apo, malinga ndi China News Service, pa Ogasiti 16, nthawi yakomweko, nduna ya ku Germany Federal Cabinet idapereka chikalata chotsutsana kuti chivomerezetse kugwiritsa ntchito ndi kulima chamba chosangalatsa, chomwe chidzafunika kuvomerezedwa ndi nyumba yamalamulo.Ngati pamapeto pake, biluyo ikhala imodzi mwamilandu "yaufulu" ya cannabis ku Europe.
Pamene ndondomeko zikupumula padziko lonse lapansi, msika wazinthu za cannabis ukukula.Kuneneratu kwaposachedwa kwa msika wa hemp wa mafakitale Malinga ndi kuwunika kwa Guoyuan Securities, hemp ya mafakitale imatanthawuza hemp yokhala ndiMtengo wa THCmisa ndende zosakwana 0.3%.Simawonetsa zochitika zama psychoactive ndipo imakhala ndi fiber yambiri.Lili ndi ntchito zosiyanasiyana: mbewu, zojambula, masamba, khungwa, zimayambira, ndi mizu zingagwiritsidwe ntchito.M'minda monga nsalu, chakudya, mankhwala tsiku lililonse, ndi mankhwala, misika okhwima kutsidya lina awonjezera cannabinoids, makamaka CBD, ku zochitika zambiri ntchito.Pankhani ya kukula kwa msika, mongoganizira zandale, msika wapadziko lonse lapansi wa cannabis ukwera kufika $58.7 biliyoni pofika 2024, ndipo CAGR kuyambira 2020 mpaka 2024 ikhoza kufika 18.88%.Malinga ndi kafukufuku waposachedwa, msika wa cannabis waku US udzakhala wokwanira $ 100 biliyoni mu 2022, ndipo akuyembekezeka kufika $200 biliyoni mu 2027, ndipo akuyembekezeka kuwirikiza kawiri pazaka zisanu.Pakati pawo, kuchuluka kwa kulowetsedwa kwa chamba cha atomized ku United States kunali kosakwana 5% mu 2015, ndipo kudzafika 25% mu 2022. Malingana ndi kukula kumeneku, zikuyembekezeka kuti chiwerengero cha malowedwe chidzafika 50% mu 2027, ndipo kukula kwa msika kudzafika madola 100 biliyoni aku US.
Kuphatikizidwa ndi misika yatsopano yovomerezeka padziko lonse lapansi, msika wapadziko lonse lapansi wa cannabis ukuyembekezeka kufika $150 biliyoni mu 2027.
Gwero: Overseas Network, 2023 Rheinland First Half Annual Report, Lanfu Finance Network, Plant Extracts, Synthetic Biology Industry Network, Leading Showdown
Nthawi yotumiza: Sep-13-2023
