Ukuchatshazelwa kukuvuza kwamaxwebhu avela kwiSebe lezeMpilo lase-US kunye neeNkonzo zoLuntu kwinyanga ephelileyo kunye nengxoxo ye-Senate Majority Leader Schumer kwiveki ephelileyo yomthetho wamva nje ogxile kulo mbono, icandelo le-hemp yeshishini lase-US liqhubekile nokuzuza ngamandla ngoMvulo.Ukukhula kwe-Canopy kuvaliwe nge-81.37%, i-Aurora Cannabis yenyuka nge-72.17%, kunye nezinye izitokhwe ezininzi zecandelo kunye nee-ETF nazo zafumana ukunyuka kweepesenti ezimbini (Umfanekiso 1).
Ukulandela ukonyuka kwezitokhwe zase-US ngoMvulo, izitokhwe ezinxulumene nombono we-hemp yeshishini kwintengiso ye-A-share, ebihleli ixesha elide, nayo yamisela umda wemihla ngemihla.Namhlanje, i-A-share industry hemp concept stocks i-Rheinland Biotech, i-Tonghua Jinma, kunye ne-Dezhan Health ivaliwe kumda wabo wemihla ngemihla, kunye nezitokhwe ezifana ne-Fuan Pharmaceutical, i-Hanyu Pharmaceutical, i-Longjin Pharmaceutical, kunye ne-Shunhao Holdings phakathi kwabazuzi abaphezulu (Umfanekiso wesi-2)!
Umzobo 1 Ukunyuka kwi-US Industrial Cannabis Stocks
Umzobo 2 Izinga lokukhula kwecandelo le-A-share lehemp yeshishini
I-China lilizwe elikhulu ekukhuleni kwe-hemp yezoshishino.Okwangoku, ezinye iinkampani zandisa ngenkuthalo iiprojekthi ezinxulumene nehemp kwishishini phesheya.Thatha iRhine Biotech njengomzekelo:
I-Rhine Biotechnology ibandakanyeka ikakhulu kwintsimi yokutsalwa kwezithako ezisebenzayo zezityalo kwaye yinkampani yokuqala edwelisiweyo kwishishini lokutsalwa kwezityalo zasekhaya.Okwangoku, inkampani iphuhlise ngaphezu kwe-300 yeemveliso ezisemgangathweni zokutsalwa kwezityalo, kubandakanya i-monk fruit extract, isicatshulwa se-stevia, isicatshulwa se-hemp ye-industrial, isicatshulwa seti kunye nolunye ukhathalelo lwezempilo kunye nesicatshulwa solusu.
I-Rheinland Biotech ivaliwe kumda wemihla ngemihla, ngexabiso lokuvala le-8.12 yuan.Isitokhwe sifikelele kumda wemihla ngemihla kwi-9: 31 kwaye yavula umda wemihla ngemihla amaxesha ama-5.Njengoko ixabiso lokuvala, imali yokuvala yayiyi-28.1776 yezigidi ze-yuan, ibalwa kwi-0.68% yexabiso layo lemarike ejikelezayo.
Ngokubhekiselele kwidatha ye-capital flow ngoSeptemba 12, ukungena kwe-net yemali engundoqo yayiyi-105 yezigidi ze-yuan, i-akhawunti ye-17.38% yomthamo wentengiselwano iyonke, ukuphuma kwe-net yemali eshushu yi-73.9481 yezigidi ze-yuan, i-akhawunti ye-12.19% yetotali iyonke. umthamo wentengiselwano, kunye nokuphuma kwentsalela yeemali ezithengiswayo kwaba yi-31.4218 yezigidi zeeyuan, kubalelwa kwi-12.19% yomthamo wentengiselwano iyonke.Ingeniso yi-5.18%.
Umzobo 3 Itshathi yexabiso lesitokhwe seRheinland Biotech yakutsha nje
Imbali ephambili yophuhliso lweshishini le-cannabis yenkampani
Kwi-1995, umanduleli we-Rhine Biotech waphuhlisa ngempumelelo i-Luo Han Guo extract kunye ne-Ginkgo leaf extract kwaye yakha i-factory kwaye yayifaka kwimveliso.Kwiminyaka emihlanu kamva, iRhine Biotech yabhaliswa ngokusemthethweni.Kwiminyaka esixhenxe kamva, iRhine Biotech yadweliswa kwiShenzhen Stock Exchange.
I-subsidiary yaseMntla Melika kunye ne-European subsidiary yase-Rheinland yasekwa ngo-2011 kunye no-2016.
NgoMeyi ka-2019, inkampani yabhengeza ukuba iceba ukutyala imali kulwakhiwo lweprojekthi ye-hemp ye-industrial e-United States, kunye nesikali sokwakha seetoni ezingama-5,000 zokusetyenzwa kwempahla ekrwada ngonyaka.Iimveliso ezinxulumene neprojekthi zinokusetyenziswa kwiindawo ezininzi ezinje ngonyango lwezonyango, izongezo zokutya, izithambiso, kunye nokubonelela ngezilwanyana zasekhaya.Isizathu sokuba i-Rheinland Biotech ikhethe ukuseka i-subsidiary yase-US kwaye iseke umzi-mveliso we-CBD ngo-2019 ikakhulu kungenxa yokuba nangona i-hemp ye-industrial inoluhlu olubanzi lwezicelo, ukwamkelwa kweemarike kuphantsi kwaye ukubeka iliso kungqongqo.Kwakungekho kude kube yi-2018 ukuba ilayisenisi yesicelo sokuqala yafunyanwa e-United States., Uyilo lwehemp yeshishini lweRheinland Biotech lwalungaphambili.Emva kokuvunywa kwayo,CBDyaqala ukusetyenziswa ukukhulula ixhala, ukuphazamiseka kokulala kunye neentlungu ezingapheliyo.
Ngenjikalanga ye-28 kaJuni ka-2022, iRheinland Biotech yabhengeza ukuba inkampani yase-US yokutsalwa kwehemp yeshishini kunye neprojekthi yokwakha ubunjineli yesicelo (emva koku ebizwa ngokuba yiprojekthi yehemp yeshishini) ipasile ukwamkelwa kunye nokuphononongwa kukarhulumente welizwe lase-Indiana kunye namaqela esithathu, kwaye. iqhube isondlo esikhulu Imveliso ingene ngokusesikweni kwinqanaba lokuvelisa ngobuninzi.Inkampani ithe ilindele ukuba utyalo-mali lulonke kule projekthi lufikelele malunga nezigidi ezingama-80 zeedola zaseMelika.
Ngomhla wama-22 kuMatshi ka-2022, inkampani yatsho kuphando ukuba isivumelwano senjongo ye-hemp yeshishini esisayinwe ngeli xesha kukwenza iitoni ezingama-227 zemathiriyeli ekrwada yehemp egameni lomthengi.Kuqikelelwa ekuqaleni ukuba imali yokulungisa esi sivumelwano iya kuba phakathi kwe-US$2.55 yezigidi kunye ne-US$5.7 yezigidi.Ngamanye amazwi, umrhumo wearhente yetoni nganye yezinto ezikrwada ze-hemp kulindeleke ukuba ibe ngaphezulu kwe-10,000 yeedola zaseMelika.Xa kuthelekiswa nexabiso lentengiso yangoku yeCBDIimveliso zokutsalwa kwimarike yaseMelika, ingeniso evela kolu lungiso lwe-arhente ayikho ngaphantsi kwengeniso evela kwishishini lenkampani lokutsalwa kwehemp.Inkampani ikholelwa ukuba imakethi yangoku esezantsi isagcina isimo sengqondo esilungileyo kunye nethemba kwishishini le-hemp yeshishini, kwaye imfuno iyaqhubeka nokubakho.
Ngomhla wama-28 kuJuni, i-2022, inkampani yazisa ukuba iprojekthi ye-CBD yase-US iphumelele ukwamkelwa kunye nokuphononongwa korhulumente welizwe lase-Indiana kunye namaqela esithathu, kwaye yenze imveliso enkulu kwaye yangena ngokusemthethweni kwinqanaba lokuvelisa ngobuninzi.Inkampani ilindele ukuba utyalo-mali lulonke kule projekthi luya kufikelela malunga nezigidi ezingama-80 zeedola zaseMelika, kwaye iya kuqonda utsalo oluzenzekelayo kunye nemveliso.Idweliswe njengeprojekthi yokubonisa kwintsimi ye-hemp extraction e-United States nguRhulumente wase-Indiana State.Kwangaxeshanye, iHemprise iseke iziko lophando lwehemp kunye neziko lophuhliso ukuze liqhube uphando kunye nophuhliso lwetekhnoloji, ukusetyenziswa kunye nefomula yeemveliso ezinxulumene nehemp kwishishini.Inkampani ibiza eli ziko lelona ziko likhulu lokutsalwa kwehemp eMelika.
Nge-8 ka-Agasti ka-2022, inkampani yatsho kuvavanyo ukuba kukho iiprojekthi ezininzi ze-hemp eziphantsi kothethathethwano.Ukutyikitya intlanganiso enkulu yentsebenziswano yabathengi kwishishini lokutsalwa kwezityalo kuya kubandakanya ukuhlolwa kwefektri yabathengi kunye namanye amanyathelo.Kwangaxeshanye, inkampani iyasikhawulezisa isicelo seziqinisekiso ezinxulumene nehemp yeshishini., ngokuqhelekileyo kungathatha malunga neenyanga ezi-3, ngoko kuya kuthatha ixesha elithile ukufikelela kwintsebenziswano esemthethweni.Siyathemba ukuba abatyali-mali baya kulinda ngomonde.Ukuba inkampani isayine isivumelwano esibalulekileyo, siya kubhengezwa ngokuhambelana nemimiselo.Isivumelwano senjongo yokusetyenzwa esisayinwe ngoMatshi ikakhulu kungenxa yokuba intsebenziswano ekuqhubeni kumanqanaba okuqala oshishino iluncedo ekukhuthazeni uhlobo lweRhine Biotech hemp brand, kwaye iingeniso zentsebenziswano zifanelekile.Ngokusekelwe kwinqanaba langoku, lukhetho olulungileyo.Nangona kunjalo, inkampani isazokumisa umzi-mveliso we-hemp wokutsalwa njengefektri ezimeleyo yokusebenzela kwixa elizayo kwaye igxile kwiimveliso zayo.
Nge-26 ka-Agasti ka-2022, inkampani yatsho kuphando ukuba iprojekthi ye-hemp yenkampani kulo nyaka inethemba lokuzuza umthamo wengeniso yezigidi ezininzi zeedola zaseMelika okanye amashumi ezigidi zeedola zaseMelika ukufezekisa injongo yokuphumla ngaphandle kokuchaphazela inkampani. ukusebenza jikelele.Isicwangciso somsebenzi esingundoqo sesiqingatha sesibini salo nyaka kukubeka isiseko esiluqilima sokusebenza kwayo yonke iprojekthi yehemp yemizi-mveliso.Kwicala lokuvelisa, kufuneka senze umsebenzi omhle kwi-GMP isatifikethi somzi-mveliso, siqinisekise amandla e-QA kunye ne-QC, kwaye siqinisekise ukuba inkqubo yemveliso (izinga lokuhlaziya, iipropati zemveliso), njl njl. zikwimeko efanelekileyo;kwicala lokuthengisa, kufuneka senze umsebenzi omhle ekwakheni iqela lokuthengisa, ukuqonda iimfuno zabathengi kunye nokuthumela iisampulu, kunye nokuthatha inxaxheba ngokukhutheleyo kwimiboniso yokuphuhlisa iimarike ngokufanelekileyo, njl. abathengi abavela eThailand nakwezinye iindawo.
Ngomhla woku-1 kuSeptemba, ngo-2022, inkampani yatsho kuphando ukuba iprojekthi yokutsalwa kwe-hemp yeshishini idweliswe njengotyalo-mali olucwangcisiweyo.Ishishini lalisekwinqanaba lokuqala, ngoko ke inkampani ayizange ibeke ingeniso ecacileyo yeprojekthi.Ukususela kwimveliso esemthethweni ye-mass nge-28 kaJuni kulo nyaka, umzi-mveliso usebenze ngokutyibilikayo, kwaye izibonakaliso zenkqubo ezibalulekileyo ezifana nesivuno sokukhutshwa kweli nqanaba zingcono kunokuba zilindelekile, zibonisa ukuba ukulungiswa kwangaphambili kunye neminye imisebenzi iye yasebenza, nto leyo ukuya kwinqanaba elithile. iya kunceda ukugcina umda wengeniso yeshishini kwixesha elizayo.Imisebenzi yeqela le-hemp ye-industrial e-United States kulo nyaka ikakhulu ibandakanya ukuqinisekiswa kweziqinisekiso ze-GMP zefektri, ukwamkelwa kophicotho lwababoneleli abathengi, uphando lwemarike, ukuthengwa kwempahla ekrwada, kunye nokufuna intsebenziswano yexesha elide kunye nozinzo kunye nabathengi abakhulu, njl.njl. abasebenzisa isicatshulwa sehemp yeshishini banenqanaba eliphezulu lokugqithana nabathengi abakhoyo benkampani.
Ngomhla we-9 kaNovemba ka-2022, inkampani yatsho kuphando ukuba umzi-mveliso we-hemp wenkampani sele utyisa izinto zokukhutshwa, kwaye iprojekthi isebenza ngokwesiqhelo njengoko bekucwangcisiwe.Okwangoku, inkampani igxile kakhulu kwisatifikethi se-GMP yefektri, uphuhliso lweemarike, ukuhlolwa kwefektri yabathengi, ukuthengwa kwempahla ekrwada, njl.Ishishini lenkampani lokutsalwa kwezityalo ikakhulu yi-TOB, kwaye uthethathethwano lweshishini lubandakanya imiba emininzi.Ngoko ke, kuthatha ixesha elithile ukufikelela kwintsebenziswano, kwaye ifuna inkqubo evela kumzi-mveliso ifakwe ekusebenzeni ukukhululwa kwamandla okuvelisa.
Nge-2 kaFebruwari, 2023, inkampani yatsho kuphando ukuba ishishini le-hemp yenkampani ngo-2023 liza kugxila ekwandeni kwabathengi.Abalawuli nabo bakhuphe iimfuno zomsebenzi eziqinileyo.Iqela le-Hemprise kufuneka lilandele ngokusondeleyo kuphando lwabathengi abasezantsi kunye nophuhliso kunye novavanyo lwesampulu, kwaye lenze zonke iinzame zokukhuthaza uthethathethwano lweNtsebenziswano kunye nabathengi.Inkampani ibeka umzi-mveliso wokukhutshwa kwehemp njengefektri ezimeleyo yokusetyenzwa, igxile kwiimveliso zayo.Usenokuba usibonile isivumelwano sokusebenza esisayinwe yinkampani.Yasayinwa ikakhulu ngenxa yokuba ikholelwa ukuba intsebenziswano yokucubungula ikhontrakthi kumanqanaba okuqala oshishino iya kuba luncedo ekukhuthazeni ishishini, kwaye le ntsebenziswano yayilukhetho oluhle kakhulu kwinqanaba lokuqala lophuhliso lweprojekthi.
Nge-21 kaFebruwari 2023, inkampani yayikholelwa kuphando ukuba ukusukela kulo nyaka uphelileyo, ixabiso lemveliso ye-hemp ye-industrial lehle ngaphantsi kwendawo ebalulekileyo.Inokubalwa phezulu ukusuka kwixabiso lokuthengisa le-terminal.Emva kokutsalwa kweendleko zokwenziwa, iindleko zothutho, iindleko zokuthengwa kwempahla, njl.njl kwixabiso lemveliso yangoku, iindleko eziseleyo zezinto ezikrwada sele zisezantsi kunomgca osezantsi wexabiso lezengqondo zabalimi.Ukuncipha kwamaxabiso ezinto ezikrwada kuyakuchaphazela ngokuthe ngqo Abalimi banomdla wokutyala, unikezelo luyancipha, kwaye utshintsho kumthamo onyukayo kunye nexabiso kulindeleke ukuba kuqhube amaxabiso ukuba anyuke kwaye ishishini liphinde lingene kumjikelo omtsha.Ke ngoko, inkampani ikholelwa ukuba inqanaba lexabiso lemveliso langoku liya kuba lingenakugcinwa.Esona sizathu siphambili sokuhla okubukhali kwamaxabiso ngoku kukuba imarike ikhule ngokukhawuleza kakhulu kule minyaka imbalwa idlulileyo, ngomthamo ogqithileyo wemveliso kunye ne-inventri kwishishini, igqithise kakhulu ulindelo lokukhula kwemfuno esezantsi, ethe ekugqibeleni yakhokelela kumaxabiso aphantsi emarike.
Ngokwengxelo yonyaka ye-Rheinland Biotechnology kwisiqingatha sokuqala salo nyaka, inkampani iseke ulwalathiso lophuhliso olugxile kwibhayoloji yokwenziwa kwaye iya kwandisa ngakumbi utyalo-mali olunxulumeneyo kwicandelo lebhayoloji yokwenziwa.Injongo kukuseka ipateni yophuhliso apho iindlela ezimbini zobugcisa zokutsalwa kwendalo kunye ne-biosynthesis zibhabha ngapha nangapha., ukuqhubela phambili ukutyebisa imatriki yemveliso, kunye nokomeleza ngokubanzi amandla okuxhotyiswa kophawu lwenkampani ngemveliso yefomyula yemveliso kunye neenkonzo zesisombululo sesicelo.
o I-Rheinland Biological (002166) yavulwa kusasa nge-19 kaJuni ngo-2023 kwaye yakhawuleza yatywina umda wemihla ngemihla de kwavalwa.Ekugqibeleni ivalwe nge-8 yuan, ngexabiso lemarike lamva nje le-5.9 yeebhiliyoni zeeyuan.Ngokwesaziso senkampani, inkampani isandula kusayina isivumelwano esitsha sentsebenziswano kunye ne-dsm-firmenich (DSM-Firmenich) kwiminyaka emihlanu ezayo.Ingeniso ekujoliswe kuyo eyongezelekayo yesi sivumelwano yi-US$840 yezigidi, kwaye eyona ngeniso ekujoliswe kuyo yi-US$680 yezigidi.Isivumelwano Ixesha elimiselweyo yiminyaka emi-5.
Ezona zizathu ziphambili zokukhula okukhawulezileyo kwemarike ye-cannabis
Ngokutsho kweWall Street News, ngoLwesithathu, ngo-Agasti 30th, ixesha leMpuma, ileta ye-29 ka-Agasti ibonisa ukuba uRachel Levine, uNobhala oNcedisayo weSebe lezeMpilo kunye neeNkonzo zoLuntu (HHS) wase-US, wathumela ileta kwi-US Drug Enforcement Administration (HHS). I-DEA).) Umkomishinala u-Anne Milgram ucele ukulungelelaniswa kokuhlelwa kwentsangu phantsi koMthetho weZinto eziLawulwayo ukuze uquke njengeziyobisi zeShedyuli III.Amanye amajelo eendaba athi ukuba uhlengahlengiso olucetywayo lwe-HHS lolwahlulo lwamkelwa, luya kuphawula utshintsho olukhulu kwimeko yentsangu njengechiza elisemngciphekweni omkhulu, kwaye intsangu iya kuba linyathelo elinye ukusuka ekubeni isemthethweni ngokupheleleyo.
Ukongeza, ngokutsho kweNkonzo yeNdaba yaseChina, ngo-Agasti 16, ixesha lendawo, iKhabhinethi yaseJamani yaseJamani yapasisa idrafti ephikisanayo yokumisela ngokusemthethweni ukusetyenziswa kunye nokulinywa kwentsangu yokuzonwabisa, eya kufuna imvume yepalamente.Ukuba ipasisiwe ekugqibeleni, ibhili iya kuba lelinye lawona matyala "enkululeko" e-cannabis eYurophu.
Njengoko imigaqo-nkqubo iphumla kwihlabathi liphela, intengiso yeemveliso ze-cannabis iyakhula.Uqikelelo lwamva nje lwentengiso yehemp yeshishini ngokohlalutyo lweGuoyuan Securities, ihemp yeshishini ibhekisa kwihemp eneI-THCubunzima bobunzima obungaphantsi kwe-0.3%.Ayibonisi umsebenzi we-psychoactive kwaye inomxholo wefiber ephezulu.Inoluhlu olubanzi lwezinto ezisetyenziswayo: imbewu, i-mosaics, amagqabi, amaxolo, iziqu, kunye neengcambu zinokusetyenziswa.Kwimimandla enje ngelaphu, ukutya, iikhemikhali zemihla ngemihla, kunye namayeza, iimarike ezivuthiweyo zaphesheya zongeze i-cannabinoids, ngakumbi i-CBD, kwiimeko ezininzi zokusetyenziswa.Ngokumalunga nobukhulu bentengiso, phantsi kweengcinga ezingathathi hlangothi, ubungakanani bemarike ye-cannabis yehlabathi buya kunyuka ukuya kuthi ga kwi-58.7 yeebhiliyoni zeedola ngo-2024, kwaye i-CAGR ukusuka ngo-2020 ukuya ku-2024 inokufikelela kwi-18.88%.Ngokwedatha yophando olusezantsi, imarike ye-cannabis yase-US iya kuxabisa i-100 yeebhiliyoni zeedola ngo-2022, kwaye kulindeleke ukuba ifikelele kwi-200 yeebhiliyoni zeedola ngo-2027, kwaye kulindeleke ukuba iphindeke kabini kwiminyaka emihlanu.Phakathi kwabo, izinga lokungena kwe-marijuana e-atomized e-United States yayingaphantsi kwe-5% kwi-2015, kwaye iya kufikelela kwi-25% ngo-2022. Ngokwale ndlela yokukhula, kulindeleke ukuba izinga lokungena liya kufikelela kwi-50% kwi-2027, kwaye ubungakanani bemarike buya kufikelela kwi-100 yeebhiliyoni zeedola zaseMelika.
Idityaniswe neemarike ezintsha ezisemthethweni kwihlabathi liphela, imakethi ye-cannabis ye-vaping kulindeleke ukuba ifikelele kwi-150 yeebhiliyoni zeedola zaseMelika ngo-2027.
Umthombo: Uthungelwano lwase-Overseas, iNgxelo yoNyaka ka-2023 yeSiqingatha sokuQala saseRheinland, iNethiwekhi yezeMali yeLanfu, izicatshulwa zeZityalo, iNethiwekhi yoShishino lweBhayoloji eSynthetic, umboniso oKhokelayo
Ixesha lokuposa: Sep-13-2023
