Vakanganiswa nekuburitswa kwemagwaro kubva kubazi rehutano reUS neHuman Services mwedzi wapera uye hurukuro yeUS Senate Majority Mutungamiriri Schumer svondo rapfuura yemitemo ichangoburwa yakatarisana nepfungwa iyi, chikamu cheUS maindasitiri hemp chakaenderera mberi nekuwana kwayo kwakasimba neMuvhuro.Kukura kweCanopy kwakavhara 81.37%, Aurora Cannabis yakakwira 72.17%, uye mamwe akawanda mashekeri emasheya uye ETFs zvakare akawana kaviri-manhamba muzana yekuwedzera (Mufananidzo 1).
Kutevera kukwira kwemasheya eUS nemusi weMuvhuro, masheya ane chekuita neindasitiri hemp pfungwa mumusika weA-share, anga akamira kwenguva yakareba, akamisawo kuvhiya kwemazuva ese.Nhasi, iyo A-share industry hemp concept stocks Rheinland Biotech, Tonghua Jinma, uye Dezhan Health yakavharwa painogumira zuva nezuva, nemasheya akadai seFuan Pharmaceutical, Hanyu Pharmaceutical, Longjin Pharmaceutical, uye Shunhao Holdings pakati pevakawana vepamusoro (Mufananidzo 2)!
Mufananidzo 1 Kuwedzera muUS Industrial Cannabis Stocks
Mufananidzo 2 Kukura mwero weA-share indasitiri hemp chikamu
China inyika huru mukukura kwemaindasitiri hemp.Parizvino, mamwe makambani ari kushingaira kuwedzera mapurojekiti ane chekuita neindasitiri mhiri kwemakungwa.Tora Rhine Biotech semuenzaniso:
Rhine Biotechnology inonyanya kubatikana mumunda wechirimwa chinoshanda chekudyara uye ndiyo kambani yekutanga yakanyorwa muindasitiri yekuchera chirimwa.Parizvino, kambani yakagadzira zvinopfuura mazana matatu zvakamisikidzwa zvigadzirwa zvekuchera chirimwa, zvinosanganisira monk michero inobvisa, stevia inobvisa, indasitiri hemp inobvisa, yetii inobvisa uye humwe hutano hwehutano uye hwekuchengetedza ganda.
Rheinland Biotech yakavharwa pamuganho wezuva nezuva, nemutengo wekuvhara we8.12 yuan.Iyo stock yakasvika painogumira zuva nezuva na9:31 uye yakavhura muganho wezuva nezuva kashanu.Nezvemutengo wekuvhara, mari yekuvhara yaive 28.1776 miriyoni yuan, inoverengera 0.68% yemutengo wayo wemusika unotenderera.
Panyaya yedata rekuyerera kwemari munaGunyana 12, mambure emari makuru aive 105 miriyoni yuan, achiverengera 17.38% yehuwandu hwekutengeserana huwandu, mambure ekunze kwemari inopisa yaive 73.9481 miriyoni yuan, inoverengera 12.19% yehuwandu hwese. vhoriyamu yekutengeserana, uye mambure emari ekutengesa aive 31.4218 miriyoni yuan, achiverengera 12.19% yehuwandu hwekutengesa huwandu.Kuchinja kuri 5.18%.
Mufananidzo 3 Rheinland Biotech's ichangoburwa mutengo wemasheya chati
Iyo huru yekuvandudza nhoroondo yekambani cannabis bhizinesi
Muna 1995, akatangira Rhine Biotech akabudirira kugadzira Luo Han Guo anobvisa uye Ginkgo mashizha anobvisa uye akavaka fekitori ndokuiisa mukugadzira.Makore mashanu gare gare, Rhine Biotech yakanyoreswa zviri pamutemo.Makore manomwe gare gare, Rhine Biotech yakanyorwa paShenzhen Stock Exchange.
Iyo North American subsidiary uye yeEuropean subsidiary yeRheinland yakavambwa muna 2011 uye 2016.
Muna Chivabvu 2019, kambani yakazivisa kuti yakaronga kuisa mari mukuvaka kweindastiri hemp chirongwa muUnited States, ine chiyero chekuvaka che5,000 matani emhando yekugadzira zvigadzirwa pagore.Zvigadzirwa zvine chekuita nepurojekiti zvinogona kushandiswa muminda yakawanda senge kurapwa, zvekuwedzera zvekudya, zvekuzora, uye zvekushandisa.Chikonzero nei Rheinland Biotech yakasarudza kumisa kambani yeUS uye kumisikidza fekitori yeCBD muna 2019 imhaka yekuti kunyangwe maindasitiri hemp ine akawanda maapplication, kugamuchirwa kwemusika kwakaderera uye kutarisisa kwakasimba.Yakanga isiri kusvika 2018 kuti rezinesi rekutanga rekunyorera rakawanikwa muUnited States., Rheinland Biotech's industry hemp marongerwo akanga ari kare.Mushure mekubvumidzwa kwayo,CBDyakatanga kushandiswa kubvisa kushushikana, kusagadzikana kwekurara uye kurwadziwa kusingaperi.
Masikati emusi waChikumi 28, 2022, Rheinland Biotech yakazivisa kuti kambani yeUS maindasitiri hemp kudhirowa uye application engineering yekuvaka chirongwa (ichazonzi indasitiri hemp chirongwa) chapfuura kugamuchirwa uye ongororo yehurumende yeIndiana pamwe nevechitatu mapato, uye. yaita hukuru hwekudyisa Kugadzirwa kwapinda zviri pamutemo padanho rekugadzira ruzhinji.Kambani iyi yakati inotarisira kuti mari yose muchirongwa ichi isvike paUS$80 million.
Musi waKurume 22, 2022, kambani yakataura mukutsvagisa kuti chibvumirano chechinangwa cheindasitiri hemp chakasainwa panguva ino ndechekugadzirisa matani mazana maviri nemakumi maviri nemanomwe emaindasitiri ehemp zvigadzirwa pachinzvimbo chemutengi.Pakutanga zvinonzi mari yekugadzira chibvumirano ichi ichange iri pakati peUS$2.55 miriyoni neUS$5.7 miriyoni.Mune mamwe mazwi, iyo agency yekugadzirisa mubhadharo we toni yega yega yeindasitiri hemp zvigadzirwa zvinotarisirwa kudarika zviuru gumi zvemadhora ekuAmerica.Kuenzaniswa nemutengo wezvino wekutengesa weCBDzvigadzirwa pamusika weUS, mari inowanikwa kubva kune iyi agency kugadzirisa haina kuderera pane mari inowanikwa kubva kune yekambani indasitiri yekuchera hemp bhizinesi.Iyo kambani inotenda kuti yazvino musika wepasi pemvura uchiri kuchengetedza maitiro akanaka uye ane tariro kune iyo indasitiri hemp indasitiri, uye kudiwa kuri kuramba kuripo.
Musi waChikumi 28, 2022, kambani iyi yakazivisa kuti chirongwa cheUS CBD chapfuura kugamuchirwa uye ongororo yehurumende yeIndiana pamwe nevechitatu mapato, uye yakaita kugadzirwa kwakakura uye kupinda zviri pamutemo muchikamu chekugadzira vanhu vakawanda.Kambani iyi inotarisira kuti mari yese muchirongwa ichi ichasvika paUS$80 miriyoni, uye ichawana otomatiki kudhirowa nekugadzira.Yakave yakanyorwa sechirongwa chekuratidzira mumunda wekuchera hemp yeindasitiri muUnited States neIndiana State Government.Panguva imwecheteyo, Hemprise yakagadzira indasitiri yehemp yekutsvagisa nekusimudzira nzvimbo yekushingairira kuita tsvagiridzo nekuvandudza tekinoroji, kushandisa uye fomula yezvigadzirwa zvine chekuita neindasitiri hemp.Iyo kambani inodana nzvimbo iyi yakakura kwazvo maindasitiri hemp kudhirowa nzvimbo muUnited States.
Musi waNyamavhuvhu 8, 2022, kambani yakataura muongororo kuti parizvino kune akati wandei maindasitiri hemp mapurojekiti ari kutaurirana.Kusaina musangano mukuru wekubatana kwevatengi muindasitiri yekuchera chirimwa kunosanganisira kuongororwa kwevatengi fekitori uye mamwe matanho.Panguva imwecheteyo, kambani iri kumhanyisa kunyorera maindasitiri ane chekuita nehemp., kazhinji zvinogona kutora inenge mwedzi mitatu, saka zvinotora imwe nguva yenguva kuti isvike mubatanidzwa wepamutemo.Tinovimba kuti vatengesi vachamirira nemoyo murefu.Kana kambani ikasaina kondirakiti yakakosha, ichaburitswa maererano nemirairo.Chibvumirano chechinangwa chekugadzirisa chakasainwa munaKurume ndechekuti kushandirapamwe mukugadzirisa mumatanho ekutanga eindastiri kwakanakira kusimudzirwa kweRhine Biotech indasitiri hemp brand, uye purofiti yemubatanidzwa yakanaka.Zvichienderana nedanho razvino, isarudzo yakanaka.Nekudaro, iyo kambani icharamba ichimisa fekitori yehemp yekubvisa maindasitiri sefekitori yakazvimiririra yekugadzirisa mune ramangwana uye inotarisa pane zvayo zvigadzirwa.
Musi waNyamavhuvhu 26, 2022, kambani yakataura muongororo kuti kambani yeindasitiri hemp chirongwa gore rino inotarisira kuwana mari inosvika mamirioni akati wandei emadhora ekuAmerica kana makumi emamiriyoni emadhora ekuAmerica kuzadzisa chinangwa chekutyora-nyangwe pasina kukanganisa kambani. kuita kwese.Chirongwa chakakosha chebasa chehafu yechipiri yegore rino ndechekuisa hwaro hwakasimba hwekushanda kweiyo yese indasitiri hemp chirongwa.Padivi rekugadzira, isu tinofanirwa kuita basa rakanaka muGMP certification yefekitori, simbisa QA neQC kugona, uye tive nechokwadi chekuti maitiro echigadzirwa (recycling rate, product properties), nezvimwe zviri muchimiro chakanyanya;padivi rekutengesa, tinofanira kuita basa rakanaka mukuvaka boka rekutengesa, kunzwisisa zvinodiwa nevatengi uye kutumira sampuli, uye kushingaira Kutora chikamu muzviratidzwa zvekuvandudza misika zvakanyanya, etc. Parizvino, tiri kutaurirana nevatengi vatsva 4-5, kusanganisira vatengi vanobva kuThailand nedzimwe nzvimbo.
Musi waGunyana 1, 2022, kambani yakataura muongororo kuti iyo indasitiri hemp yekubvisa purojekiti yakanyorwa senzira yekudyara.Iyo indasitiri yakanga ichiri mumatanho ekutanga, saka kambani haina kuisa pachena mari yakanangana neprojekti.Kubva pakatanga kugadzirwa ruzhinji musi waChikumi 28 gore rino, fekitori yange ichishanda zvakanaka, uye zvakakosha zviratidziro senge goho rekubvisa panguva ino zviri nani pane zvaitarisirwa, zvichiratidza kuti kukurumidza kugadzirisa uye rimwe basa rave richibudirira, izvo kusvika pamwero wakati. zvichabatsira kuchengetedza purofiti margin yebhizinesi mune ramangwana.Mabasa eindasitiri hemp timu muUnited States gore rino anonyanya kusanganisira chitupa chefekitori GMP zvikwaniriso, kugamuchirwa kwevatengi vekutengesa maodhisheni, kutsvagisa kwemusika, kutenga zvinhu zvakabikwa, uye kutsvaga kubatana kwenguva refu uye kwakagadzikana nevatengi vakuru, nezvimwe. vanoshandisa maindasitiri hemp extract vane dhigirii repamusoro rekupindirana nevatengi vekambani varipo.
Musi waNovember 9, 2022, kambani yakataura muongororo kuti fekitori yekambani yekugadzira hemp yave kutodyisa zvinhu zvekubvisa, uye chirongwa chiri kushanda sezvakarongwa.Parizvino, kambani inonyanya kutarisisa fekitori GMP certification, kusimudzira musika, kutariswa kwemutengi fekitori, kutenga zvinhu mbishi, nezvimwewo. Panyaya yebasa, nhaurirano dzevatengi dzinonyanya kuitirwa vatengi vekuNorth America.Bhizinesi rekambani rekuchera chirimwa rinonyanya kuve TOB, uye nhaurirano dzebhizinesi dzinosanganisira zvakawanda.Naizvozvo, zvinotora imwe nguva yenguva kuti isvike kubatana, uye inodawo maitiro kubva kufekitari iri kuiswa mukushanda kusvika pakuburitswa kwesimba rekugadzira.
Musi waFebruary 2, 2023, kambani yakataura muongororo kuti bhizinesi rekambani hemp muna 2023 richatarisa mukuwedzera kwevatengi.Iwo manejimendi akapawo basa rakaoma zvinodiwa.Chikwata cheHemprise chinofanirwa kunyatsotevera kutsvagisa kwevatengi uye kusimudzira uye kuyedzwa kwemuenzaniso, uye kuita zvese kuedza kusimudzira nhaurirano dzeKudyidzana nevatengi.Iyo kambani inoisa iyo maindasitiri hemp kudhirowa fekitori seyakazvimiririra kugadzirisa fekitori, inotarisa pane yayo zvigadzirwa.Iwe unogona kunge wakaona chibvumirano chekugadzirisa chibvumirano chakasainwa nekambani.Yakasainwa zvakanyanya nekuti yaitenda kuti chibvumirano chekugadzirisa chibvumirano mumatanho ekutanga eindastiri yaizobatsira mukusimudzirwa kwebhizinesi, uye kuti kubatana uku yaive sarudzo yakanaka mukutanga kwekusimudzira chirongwa.
Musi waFebruary 21, 2023, kambani yakatenda mukutsvagisa kuti kubvira gore rapfuura, mutengo wezvigadzirwa zvemaindasitiri hemp wakadzikira pazasi penzvimbo yakakosha.Inogona kuverengerwa kumusoro kubva pamutengo wekutengesa terminal.Mushure mekubvisa mari yekugadzira, mari yekufambisa, mari yekutenga, nezvimwewo kubva pamutengo wezvino wechigadzirwa, mari yakasara yemidziyo yatove yakaderera pane yepasi pemutengo wepfungwa dzevarimi.Kudzikira kwemitengo yezvigadzirwa kuchakanganisa zvakananga Varimi vane shungu nekudyara, kupihwa kuri kudzikira, uye shanduko yemhando yepamusoro nemutengo inotarisirwa kuburitsa mitengo kubva mukukwira uye indasitiri kupindazve muchikamu chitsva.Naizvozvo, kambani inotenda kuti ikozvino chigadzirwa mutengo nhanho ichave isingagoneki.Chikonzero chikuru chekudonha kwazvino kwemitengo ndechekuti musika wakakurumidza kukurumidza mumakore mashoma apfuura, nehuwandu hwekugadzira uye hesiti muindasitiri, zvinodarika zvinotarisirwa zvekudzika kwekuda kukura, izvo zvakazokonzera kuderera kwemitengo yemusika.
Sekureva kwemushumo wepagore weRheinland Biotechnology muhafu yekutanga yegore rino, kambani yakamisa gwara rekusimudzira rinotarisa nezve synthetic biology uye ichawedzera kuwedzera mari yakabatana mumunda wesynthetic biology.Chinangwa ndechekumisa nzira yekusimudzira umo nzira mbiri dzehunyanzvi dzekutorwa kwechisikigo uye biosynthesis dziri kubhururuka parutivi., ichiwedzera kupfumisa chigadzirwa matrix, uye nekusimbisa zvakanyanya simba rekambani rekupa simba kuburikidza nechigadzirwa fomula kubuda uye yakasarudzika application mhinduro masevhisi.
o Rheinland Biological (002166) yakavhurwa mangwanani musi waChikumi 19, 2023 uye nekukurumidza yakaisa chisimbiso chezuva nezuva kusvika pakupera.Yakazovhara pa8 yuan, iine kukosha kwemusika kwazvino kwe5.9 bhiriyoni yuan.Zvinoenderana nechiziviso chekambani, kambani ichangobva kusaina chibvumirano chitsva chekubatana nedsm-firmenich (DSM-Firmenich) kwemakore mashanu anotevera.Mari inotarisirwa kuunganidzwa muchibvumirano ichi iUS$840 miriyoni, uye mari shoma yekuwedzera inosvika US$680 miriyoni.Chibvumirano Izwi iri makore mashanu.
Zvikonzero zvikuru zvekukurumidza kukurumidza kukura kwemusika we cannabis
Maererano neWall Street News, musi weChitatu, August 30th, Eastern Time, tsamba yaAugust 29th yakaratidza kuti Rachel Levine, Mutevedzeri Munyori weUnited States of Health and Human Services (HHS), akatumira tsamba kuUnited States Drug Enforcement Administration (HHS). DEA).) Commissioner Anne Milgram akadaidzira kuti kugadziriswe mbanje pasi peControlled Substances Act kuti ibatanidzwe semushonga weChirongwa III.Vamwe vezvenhau vakati kana HHS yakagadziridzwa yemhando yakagamuchirwa, icharatidza shanduko huru muchimiro chembanje semushonga une njodzi huru, uye mbanje ichave nhanho imwe chete kubva pakunyoreswa zviri pamutemo zvizere.
Pamusoro pezvo, maererano neChina News Service, muna Nyamavhuvhu 16, nguva yemuno, iyo Germany Federal Cabinet yakapasisa gwaro rine gakava rekubvumidza kushandiswa uye kurima mbanje yekuvaraidza, izvo zvinoda mvumo yeparamende.Kana pakupedzisira rikapasa, bhiri richava rimwe reakanyanya "kusununguka" cannabis mabhiri muEurope.
Sezvo marongero achizorora pasirese, musika wezvigadzirwa zve cannabis uri kuwedzera.Iyo yazvino maindasitiri hemp musika wekufanotaura Maererano nekuongororwa kweGuoyuan Securities, indasitiri hemp inoreva hemp ineTHCkuwanda kwehuwandu husingasviki 0.3%.Iyo hairatidze psychoactive chiitiko uye ine yakakwira fiber yemukati.Iine huwandu hwakawanda hwekushandisa: mhodzi, mosaics, mashizha, makwati, madzinde, uye midzi inogona kushandiswa.Muminda yakaita semachira, chikafu, makemikari ezuva nezuva, uye mushonga, misika yakakura mhiri kwemakungwa yakawedzera cannabinoids, kunyanya CBD, kune mamwe mamiriro ekushandisa.Panyaya yehukuru hwemusika, pasi pefungidziro dzakarerekera, musika wepasi rose wecannabis indasitiri saizi ichakwira kusvika kuUS $ 58.7 bhiriyoni ne2024, uye iyo CAGR kubva 2020 kusvika 2024 inogona kusvika 18.88%.Zvinoenderana nedata retsvagiridzo yepasi, iyo US cannabis musika ichave yakakosha US $ 100 bhiriyoni muna 2022, uye inotarisirwa kusvika US $ 200 bhiriyoni muna 2027, uye inotarisirwa kuwedzera kaviri mumakore mashanu.Pakati pavo, mwero wekupinda kweatomized mbanje muUnited States yaive isingasviki 5% muna 2015, uye ichasvika 25% muna 2022. Maererano nekukura uku, zvinotarisirwa kuti chiyero chekupinda chichasvika 50% muna 2027, uye saizi yemusika ichasvika 100 bhiriyoni US madhora.
Yakabatana nemisika mitsva yepamutemo pasirese, musika wepasi rose we cannabis unotarisirwa kusvika US$150 bhiriyoni muna 2027.
Kwakabva: Overseas Network, 2023 Rheinland Chekutanga Hafu Yegore Chirevo, Lanfu Finance Network, Plant Extracts, Synthetic Biology Industry Network, Inotungamira Showdown
Nguva yekutumira: Sep-13-2023
