Ethintwe ukuputshuka kwemibhalo evela eMnyangweni Wezempilo Nezinsizakalo Zabantu e-US ngenyanga edlule kanye nengxoxo yeSenate Majority Leader Schumer ngeledlule yomthetho wakamuva ogxile kulo mqondo, umkhakha we-hemp yezimboni wase-US uqhubeke nezinzuzo zawo eziqinile ngoMsombuluko.I-Canopy Growth ivale ngo-81.37%, i-Aurora Cannabis ikhuphuke ngo-72.17%, kanti ezinye izitoko eziningi zemboni kanye nama-ETF nawo ahlangabezane nokunyuka kwamaphesenti amadijithi amabili (Umfanekiso 1).
Ngemuva kokwenyuka kwamasheya aseMelika ngoMsombuluko, amasheya ahlobene nomqondo we-hemp yezimboni emakethe ye-A-share, obesekunesikhathi eside engasebenzi, nawo aqala ukwanda kwansuku zonke.Namuhla, i-A-share industrial hemp concept isitokwe i-Rheinland Biotech, i-Tonghua Jinma, ne-Dezhan Health ivaliwe ngokwesilinganiso sazo sansuku zonke, ngezitoko ezifana ne-Fuan Pharmaceutical, i-Hanyu Pharmaceutical, i-Longjin Pharmaceutical, kanye ne-Shunhao Holdings phakathi kwabazuzile kakhulu (Umfanekiso 2)!
Umfanekiso 1 Ukwenyuka Kwezimpahla ZeCannabis Yezimboni zase-US
Umfanekiso 2 Izinga lokukhula komkhakha we-A-share hemp yezimboni
I-China iyizwe elikhulu ekukhuliseni i-hemp yezimboni.Njengamanje, ezinye izinkampani zandisa ngenkuthalo amaphrojekthi ahlobene ne-hemp yezimboni phesheya.Thatha i-Rhine Biotech njengesibonelo:
I-Rhine Biotechnology igxile kakhulu emkhakheni wokukhishwa kwezithako ezisebenzayo zezitshalo futhi iyinkampani yokuqala esohlwini embonini yokukhipha izitshalo ezifuywayo.Njengamanje, inkampani isikhiqize imikhiqizo engaphezu kuka-300 yokukhipha izitshalo ezijwayelekile, okuhlanganisa i-monk fruit extract, i-stevia extract, i-industrial hemp extract, i-extract yetiye nokunye ukunakekelwa kwezempilo nokunakekelwa kwesikhumba.
I-Rheinland Biotech ivaliwe ngomkhawulo wansuku zonke, ngentengo yokuvala engu-8.12 yuan.Isitoko sifinyelele umkhawulo waso wosuku ngo-9:31 futhi savula umkhawulo wosuku izikhathi ezi-5.Njengenani lokuvala, izimali zokuvala zazingama-yuan ayizigidi ezingu-28.1776, ezibalelwa ku-0.68% yenani layo lemakethe elijikelezayo.
Ngokuya ngedatha yokugeleza kwezimali ngoSepthemba 12, ukungena okuphelele kwezimali eziyinhloko bekungama-yuan ayizigidi eziyi-105, okubalelwa ku-17.38% yenani eliphelele lokuthengiselana, ukuphuma okuphelele kwezimali ezishisiwe bekungama-yuan ayizigidi ezingama-73.9481, okubalelwa ku-12.19% yenani eliphelele. Umthamo wokuthengiselana, kanye nokuphuma okuphelele kwezimali zokudayisa bekungama-yuan ayizigidi ezingama-31.4218, okubalelwa ku-12.19% yenani eliphelele lokwenziwe.Inzuzo ifike ku-5.18%.
Umfanekiso 3 Ishadi lentengo yesitoko lakamuva le-Rheinland Biotech
Umlando oyinhloko wokuthuthuka webhizinisi le-cannabis lenkampani
Ngo-1995, umanduleli we-Rhine Biotech wathuthukisa ngempumelelo i-Luo Han Guo extract kanye ne-Ginkgo leaf extract futhi wakha imboni wayifaka ekukhiqizeni.Eminyakeni emihlanu kamuva, i-Rhine Biotech yabhaliswa ngokusemthethweni.Eminyakeni eyisikhombisa kamuva, i-Rhine Biotech yafakwa ohlwini lwe-Shenzhen Stock Exchange.
Inkampani yaseNyakatho Melika kanye nesiza saseYurophu sase-Rheinland zasungulwa ngo-2011 nango-2016.
NgoMeyi 2019, inkampani yamemezela ukuthi ihlela ukutshala imali ekwakhiweni kwephrojekthi ye-hemp yezimboni e-United States, enesilinganiso sokwakha esingamathani angama-5,000 omthamo wokucubungula impahla eluhlaza ngonyaka.Imikhiqizo ehlobene nephrojekthi ingasetshenziswa emikhakheni eminingi njengokwelashwa, izithasiselo zokudla, izimonyo, kanye nempahla yezilwane ezifuywayo.Isizathu esenza i-Rheinland Biotech ikhethe ukusungula inkampani ephethwe yi-US futhi imise ifekthri ye-CBD ngo-2019 kungenxa yokuthi nakuba i-hemp yezimboni inezinhlobonhlobo zezicelo, ukwamukelwa kwemakethe kuphansi futhi ukugadwa kuqinile.Kwaze kwaba ngu-2018 lapho ilayisense yokuqala yesicelo yatholwa e-United States., Isakhiwo se-hemp yezimboni se-Rheinland Biotech sasingaphambili.Ngemuva kokugunyazwa kwayo,I-CBDyaqala ukusetshenziselwa ukukhulula ukukhathazeka, ukuphazamiseka kokulala kanye nobuhlungu obungapheli.
Ntambama mhla zingama-28 kuNhlangulana wezi-2022, i-Rheinland Biotech yamemezela ukuthi iphrojekthi yenkampani yase-US yokumba ihemp yezimboni kanye nephrojekthi yokwakha yobunjiniyela (kamuva ebizwa ngokuthi iphrojekthi ye-industrial hemp) isiphasile ukwamukelwa nokubuyekezwa kukahulumeni wesifunda sase-Indiana kanye nabantu besithathu, futhi wenze ukudla okukhulu Ukukhiqiza kungene ngokusemthethweni esigabeni sokukhiqiza ngobuningi.Le nkampani ithe ilindele ukuthi imali etshaliwe kulo msebenzi ifinyelele cishe ezigidini ezingama-US $80.
Ngomhla zingama-22 kuNdasa, 2022, inkampani yathi ocwaningweni ukuthi isivumelwano senhloso ye-hemp yezimboni esisayinwe ngalesi sikhathi siwukucubungula amathani angama-227 wezinto zokusetshenziswa ze-hemp yezimboni egameni lekhasimende.Ekuqaleni kulinganiselwa ukuthi imali yokucubungula lesi sivumelwano izoba phakathi kuka-US$2.55 million kanye ne-US$5.7 million.Ngamanye amazwi, imali yokucubungula i-ejensi yethani ngalinye lezinto zokusetshenziswa ze-hemp yezimboni kulindeleke ukuthi ibe ngaphezu kwamadola aseMelika ayi-10,000.Uma kuqhathaniswa nentengo yamanje yokuthengisa yeI-CBDimikhiqizo ekhishwe emakethe yaseMelika, imali engenayo evela kulokhu kucubungula kwe-ejensi ayikho ngaphansi kwemali engenayo evela ebhizinisini lenkampani lokumba i-hemp yezimboni.Inkampani ikholelwa ukuthi imakethe yamanje ezansi nomfula isawugcina umbono omuhle nethemba embonini ye-hemp yezimboni, futhi isidingo sisaqhubeka nokuba khona.
Ngomhla zingama-28 kuNhlangulana wezi-2022, inkampani yamemezela ukuthi iphrojekthi ye-CBD yase-US iphumelele ukwamukelwa nokubuyekezwa kukahulumeni wesifunda sase-Indiana kanye nabantu besithathu, futhi yenze ukukhiqizwa okukhulu futhi yangena ngokusemthethweni esigabeni sokukhiqiza ngobuningi.Inkampani ilindele ukuthi isamba sokutshalwa kwezimali kule phrojekthi sizofinyelela cishe ezigidini ezingama-US $80, futhi izothola ukukhishwa okuzenzakalelayo nokukhiqiza.Ifakwe kuhlu njengephrojekthi yokubonisa emkhakheni wokukhishwa kwe-hemp yezimboni e-United States nguHulumeni Wesifunda sase-Indiana.Ngaso leso sikhathi, i-Hemprise isungule isikhungo socwaningo nentuthuko ye-hemp yezimboni ukuze yenze ucwaningo nokuthuthukiswa kobuchwepheshe, ukusetshenziswa kanye nefomula yemikhiqizo ehlobene ne-hemp yezimboni.Le nkampani ibiza lesi sikhungo ngesikhungo esikhulu kunazo zonke sokumba i-hemp yezimboni e-United States.
Ngo-Agasti 8, 2022, inkampani yasho ocwaningweni ukuthi okwamanje kunamaphrojekthi amaningi we-hemp yezimboni okuxoxiswana ngawo.Ukusayina umhlangano omkhulu wokubambisana wamakhasimende embonini yokukhipha izitshalo kuzobandakanya ukuhlolwa kwefekthri yamakhasimende nezinye izinyathelo.Ngasikhathi sinye, inkampani futhi isheshisa isicelo seziqu ezihlobene ne-hemp yezimboni., ngokuvamile kungathatha cishe izinyanga ezingu-3, ngakho-ke kuzothatha isikhathi esithile ukuze kufinyelelwe ukubambisana okusemthethweni.Siyethemba ukuthi abatshalizimali bazolinda ngesineke.Uma inkampani isayina inkontileka ebalulekile, izodalulwa ngokuhambisana nemithethonqubo.Isivumelwano senhloso sokucutshungulwa esisayinwe ngoMashi kungenxa yokuthi ukubambisana ekucubunguleni kusenesikhathi semboni kulungele ukugqugquzelwa kohlobo lwe-Rhine Biotech industrial hemp, futhi inzuzo yokubambisana ilungile uma kuqhathaniswa.Ngokusekelwe esigabeni samanje, kuyisinqumo esihle uma kuqhathaniswa.Kodwa-ke, inkampani isazobeka ifekthri yokukhipha i-hemp yezimboni njengemboni ezimele yokucubungula ngokuzayo futhi igxile emikhiqizweni yayo.
Ngo-Agasti 26, 2022, inkampani yathi ocwaningweni ukuthi iphrojekthi yenkampani ye-hemp yezimboni kulo nyaka inethemba lokuzuza ivolumu yemali engenayo eyizigidi ezimbalwa zamadola aseMelika noma amashumi ezigidi zamadola aseMelika ukufeza inhloso yokwephula ngaphandle kokuphazamisa inkampani. ukusebenza jikelele.Uhlelo lokusebenza olubalulekile lwengxenye yesibili yalo nyaka ukubeka isisekelo esiqinile sokusebenza kwawo wonke umsebenzi we-industrial hemp.Ohlangothini lokukhiqiza, kufanele senze umsebenzi omuhle ekuqinisekiseni i-GMP yefekthri, siqinisekise amakhono e-QA ne-QC, futhi siqinisekise ukuthi inqubo yomkhiqizo (izinga lokugaywa kabusha, izakhiwo zomkhiqizo), njll. zisesimweni esifanele;ngasohlangothini lokuthengisa, kufanele senze umsebenzi omuhle ekwakheni ithimba lokuthengisa, ukuqonda izidingo zamakhasimende kanye nokuthumela amasampula, futhi Sibambe iqhaza ngenkuthalo emibukisweni yokuthuthukisa izimakethe ngokuphumelelayo, njll. Njengamanje, sixoxisana namakhasimende amasha angu-4-5, kuhlanganise amakhasimende asuka eThailand nakwezinye izindawo.
NgoSepthemba 1, 2022, inkampani yathi ocwaningweni ukuthi iphrojekthi yokukhipha i-hemp yezimboni yafakwa ohlwini njengokutshalwa kwezimali kwamasu.Imboni yayisesezigabeni zayo zokuqala, ngakho inkampani ayizange ibeke umgomo ocacile wemali engenayo yephrojekthi.Kusukela ngo-June 28 kulo nyaka ikhiqizwa ngobuningi, ifekthri ibisebenza ngokushelela, futhi izinkomba zezinqubo ezibalulekile ezifana nesivuno sokukhishwa kulesi sigaba zingcono kunalokho obekulindelwe, okufakazela ukuthi ukulungisa amaphutha kusenesikhathi kanye neminye imisebenzi kube yimpumelelo, okuthe ngezinga elithile. kuzosiza ukugcina umkhawulo wenzuzo yebhizinisi esikhathini esizayo.Imisebenzi yeqembu le-hemp yezimboni e-United States kulo nyaka ikakhulukazi ihlanganisa ukuqinisekiswa kweziqu ze-GMP yefekthri, ukwamukelwa kocwaningomabhuku lwabahlinzeki bamakhasimende, ucwaningo lwemakethe, ukuthengwa kwezinto ezingavuthiwe, kanye nokufuna ukubambisana kwesikhathi eside nokuzinzile namakhasimende amakhulu, njll. abasebenzisa i-industrial hemp extract banezinga eliphezulu lokudlulana namakhasimende akhona enkampani.
Ngomhla ziyisi-9 kuNovemba 2022, inkampani yasho ocwaningweni ukuthi ifektri yenkampani ekhipha i-hemp yezimboni isivele iphakela izinto ezizokhishwa, futhi iphrojekthi isebenza ngokujwayelekile njengoba bekuhleliwe.Njengamanje, inkampani igxile kakhulu ekutholeni isitifiketi se-GMP efektri, ukuthuthukiswa kwemakethe, ukuhlolwa kwefekthri yamakhasimende, ukuthengwa kwempahla eluhlaza, njll. Mayelana nomsebenzi, izingxoxo zamakhasimende zihloselwe ikakhulukazi amakhasimende aseNyakatho Melika.Ibhizinisi lenkampani lokukhipha izitshalo ngokuyinhloko yi-TOB, futhi izingxoxo zebhizinisi zibandakanya izici eziningi.Ngakho-ke, kuthatha isikhathi esithile ukufinyelela ukubambisana, futhi kudinga inqubo kusukela efekthri esetshenziswayo ukuze kukhululwe umthamo wokukhiqiza.
NgoFebhuwari 2, 2023, inkampani yathi ocwaningweni ukuthi ibhizinisi lenkampani le-hemp yezimboni ngo-2023 lizogxila ekwandiseni amakhasimende.Abaphathi bakhiphe nezidingo zomsebenzi eziqinile.Ithimba le-Hemprise kufanele lilandelele eduze ucwaningo lwamakhasimende aphansi nokuthuthukiswa kanye nokuhlolwa kwesampula, futhi lenze yonke imizamo yokukhuthaza izingxoxo Zokubambisana namakhasimende.Inkampani ibeka ifekthri yokukhipha i-hemp yezimboni njengemboni ezimele yokucubungula, igxile emikhiqizweni yayo.Kungenzeka ukuthi usibonile isivumelwano sokucubungula inkontileka esisayinwe yinkampani.Yasayinwa ikakhulukazi ngoba ikholelwa ukuthi ukubambisana kokucubungula izinkontileka ezinyathelweni zakuqala zemboni kuzoba usizo ekuthuthukisweni kwebhizinisi, nokuthi lokhu kubambisana kwakuyisinqumo esihle uma kuqhathaniswa nesigaba sokuqala sokuthuthukiswa kwephrojekthi.
NgoFebhuwari 21, 2023, inkampani yayikholelwa ocwaningweni lokuthi kusukela ngonyaka odlule, intengo yemikhiqizo ye-hemp yezimboni yehle ngaphansi kwephuzu elibalulekile.Ingabalwa ikhuphuka nomfula kusukela enanini lokuthengisa letheminali.Ngemva kokudonsa izindleko zokukhiqiza, izindleko zokuthutha, izindleko zokuthenga, njll. kusukela enanini lamanje lomkhiqizo, izindleko zempahla eluhlaza ezisele sezivele ziphansi kunomugqa ophansi wentengo yezengqondo yabalimi.Ukuncipha kwamanani entengo yezinto ezingavuthiwe kuzothinta ngqo Abalimi banomdlandla wokutshala, ukutholakala kwempahla kuyehla, futhi izinguquko kumthamo womfula kanye nentengo kulindeleke ukuthi kukhiphe amanani enkambisweni yokwenyuka futhi imboni iphinde ingene emjikelezweni omusha.Ngakho-ke, inkampani ikholelwa ukuthi izinga lamanje lentengo yomkhiqizo ngeke likwazi ukusimama.Isizathu esiyinhloko sokwehla okubukhali kwamanje kwamanani ukuthi imakethe ithuthuke ngokushesha kakhulu eminyakeni embalwa edlule, ngomthamo oweqile wokukhiqiza kanye nempahla embonini, edlula kude lokho obekulindelwe ekukhuleni kwesidingo esiphansi, okugcine kuholele emananini aphansi ezimakethe.
Ngokombiko waminyaka yonke we-Rheinland Biotechnology engxenyeni yokuqala yalo nyaka, inkampani isisungule inkomba yentuthuko egxile kubhayoloji yokwenziwa futhi izophinde yandise ukutshalwa kwezimali okuhlobene emkhakheni wezinto eziphilayo zokwenziwa.Umgomo uwukusungula iphethini yokuthuthukiswa lapho imizila yobuchwepheshe embaxambili yokukhipha imvelo kanye ne-biosynthesis indizela ngapha nangapha., ngokuqhubeka nokucebisa i-matrix yomkhiqizo, kanye nokuqinisa ngokuphelele amandla enkampani yokunika amandla umkhiqizo ngokuphuma kwefomula yomkhiqizo kanye nezinsizakalo zezixazululo zohlelo lokusebenza ezingokwezifiso.
o I-Rheinland Biological (002166) ivulwe ekuseni ngoJuni 19, 2023 futhi yavala ngokushesha umkhawulo wansuku zonke kuze kube sekupheleni.Igcine ivaliwe ngo-8 yuan, ngenani lakamuva lemakethe lama-yuan ayizigidi eziyizinkulungwane ezingama-5.9.Ngokwesimemezelo sale nkampani, inkampani isanda kusayina isivumelwano esisha sokusebenzisana ne-dsm-firmenich (DSM-Firmenich) seminyaka emihlanu ezayo.Imali eqoqwe okuhloswe ngayo kulesi sivumelwano iyizigidi ezingama-US$840, kanti ubuncane bemali eqoqiwe eqoqiwe bungama-US$680 wezigidi.Isivumelwano Isikhathi yiminyaka emi-5.
Izizathu eziyinhloko zokukhula okusheshayo kwemakethe ye-cannabis
Ngokusho kwe-Wall Street News, ngoLwesithathu, ngo-Agasti 30, Isikhathi saseMpumalanga, incwadi eyabhalwa ngo-Agasti 29th yabonisa ukuthi uRachel Levine, uNobhala Womsizi woMnyango Wezempilo Nezinsizakalo Zabantu base-US (HHS), uthumele incwadi ku-US Drug Enforcement Administration ( I-DEA).) UKhomishana u-Anne Milgram ucele ukuba kulungiswe ukuhlukaniswa kwensangu ngaphansi koMthetho Wezinto Ezilawulwayo ukuze kufakwe njengesidakamizwa seSheduli III.Abanye abezindaba bathi uma ukulungiswa okuhlongozwayo kwe-HHS kokuhlukaniswa kwamukelwa, kuzophawula ushintsho olukhulu esimweni sensangu njengesidakamizwa esiyingozi kakhulu, futhi insangu izoba yisinyathelo esisodwa sokuthi ibe semthethweni ngokugcwele.
Ngaphezu kwalokho, ngokusho kwe-China News Service, ngo-Agasti 16, isikhathi sendawo, iKhabhinethi yaseJalimane Federal yaphasisa uhlaka oluyimpikiswano lokugunyaza ukusetshenziswa nokutshalwa kwensangu yokuzijabulisa, okuzodinga ukugunyazwa kwephalamende.Uma ekugcineni uphasiswa, lo mthethosivivinywa uzoba ngesinye sezikweletu “ezikhululekile” ze-cannabis eYurophu.
Njengoba izinqubomgomo ziphumuza emhlabeni wonke, imakethe yemikhiqizo ye-cannabis iyakhula.Isibikezelo sakamuva semakethe ye-hemp yezimboni Ngokusho kokuhlaziywa kwe-Guoyuan Securities, i-hemp yezimboni isho i-hemp ene-I-THCukuhlushwa okukhulu okungaphansi kuka-0.3%.Ayibonisi umsebenzi we-psychoactive futhi inokuqukethwe kwe-fiber ephezulu.Inokusetshenziswa okubanzi: imbewu, i-mosaic, amaqabunga, amagxolo, iziqu, nezimpande zingasetshenziswa.Emikhakheni efana nezindwangu, ukudla, amakhemikhali ansuku zonke, kanye nemithi, izimakethe ezivuthiwe zaphesheya zengeze ama-cannabinoids, ikakhulukazi i-CBD, kwezinye izimo zokusebenza.Ngokuphathelene nosayizi wemakethe, ngaphansi kokuqagela okungathathi hlangothi, usayizi wemakethe ye-cannabis emhlabeni wonke uzokhuphuka ufinyelele ku-US $ 58.7 billion ngo-2024, kanti i-CAGR kusukela ngo-2020 kuya ku-2024 ingafinyelela ku-18.88%.Ngokwemininingwane yocwaningo olusemazingeni aphansi, imakethe yensangu yase-US izobiza amaRandi ayizigidi eziyizinkulungwane eziyi-100 ngo-2022, futhi kulindeleke ukuthi ifinyelele ku-US $ 200 billion ngo-2027, futhi kulindeleke ukuthi iphindeke kabili eminyakeni emihlanu.Phakathi kwazo, izinga lokungena kwensangu ye-athomu e-United States lalingaphansi kuka-5% ngo-2015, futhi lizofinyelela ku-25% ngo-2022. Ngokusho kwalo mkhuba wokukhula, kulindeleke ukuthi izinga lokungena lifinyelele ku-50% ngo-2027, futhi usayizi wemakethe uzofinyelela ku-100 wamadola aseMelika.
Ngokuhambisana nezimakethe ezintsha zomthetho emhlabeni wonke, imakethe yomhlaba wonke ye-cannabis kulindeleke ukuthi ifinyelele ku-US $ 150 billion ngo-2027.
Umthombo: Overseas Network, 2023 Rheinland First Half Annual Report, Lanfu Finance Network, Plant Extracts, Synthetic Biology Industry Network, Leading Showdown
Isikhathi sokuthumela: Sep-13-2023
