Sakamakon ledar takardu daga Ma'aikatar Lafiya da Ayyukan Jama'a na Amurka a watan da ya gabata da kuma tattaunawar Shugaban Masu Rinjaye na Majalisar Dattawan Amurka Schumer makon da ya gabata na dokokin kwanan nan da ke mai da hankali kan wannan ra'ayi, sashin hemp na Amurka ya ci gaba da samun nasarori a ranar Litinin.Ci gaban Canopy ya rufe da kashi 81.37%, Aurora Cannabis ya tashi da kashi 72.17%, da sauran hannun jari da yawa da ETFs suma sun sami karuwar adadin lambobi biyu (Hoto 1).
Biyo bayan hauhawar farashin hannayen jarin Amurka a ranar Litinin, hannun jarin da ke da alaƙa da ra'ayin hemp na masana'antu a cikin kasuwar A-share, wanda ya daɗe yana barci, ya kuma saita ƙayyadaddun iyaka na yau da kullun.A yau, A-share masana'antar hemp ra'ayi hannun jari Rheinland Biotech, Tonghua Jinma, da Dezhan Health rufe a kowace rana iyaka, tare da hannun jari kamar Fuan Pharmaceutical, Hanyu Pharmaceutical, Longjin Pharmaceutical, da Shunhao Holdings a cikin manyan masu samun riba (Hoto 2)!
Hoto na 1 Haɓaka a Hannun Hannun Cannabis na Masana'antar Amurka
Hoto 2 Adadin girma na A-share masana'antu hemp bangaren
Kasar Sin babbar kasa ce wajen bunkasa hemp masana'antu.A halin yanzu, wasu kamfanoni suna haɓaka ayyukan da ke da alaƙa da hemp na masana'antu a ƙasashen waje.Dauki Rhine Biotech a matsayin misali:
Rhine Biotechnology ya fi tsunduma a fagen aikin hakar kayan masarufi kuma shine kamfani na farko da aka jera a masana'antar hakar tsirrai na cikin gida.A halin yanzu, kamfanin ya ɓullo da fiye da 300 daidaitaccen shuka hakar kayayyakin, ciki har da monk 'ya'yan itace tsantsa, stevia tsantsa, masana'antu hemp tsantsa, shayi tsantsa da sauran kiwon lafiya da kuma fata kula ruwan 'ya'ya.
Rheinland Biotech ya rufe a iyakar yau da kullun, tare da rufe farashin yuan 8.12.Hannun jari ya kai iyakarsa na yau da kullun da ƙarfe 9:31 kuma ya buɗe iyakar yau da kullun sau 5.Ya zuwa farashin rufewa, kudaden rufewa sun kai yuan miliyan 28.1776, wanda ya kai kashi 0.68% na darajar kasuwar da ke yawo.
Dangane da kididdigar kudaden da aka samu a ranar 12 ga watan Satumba, yawan kudin da aka samu ya kai yuan miliyan 105, wanda ya kai kashi 17.38 bisa dari na adadin kudin da aka samu, yawan kudin da aka samu daga kudaden zafi ya kai yuan miliyan 73.9481, wanda ya kai kashi 12.19% na jimillar kudaden. Adadin ma'amala, kuma yawan kuɗaɗen sayar da kayayyaki ya kai yuan miliyan 31.4218, wanda ya kai kashi 12.19% na jimlar kuɗin ciniki.ya canza zuwa +5.18%.
Hoto 3 Rheinland Biotech bayanan tarihi na tarihi
Babban tarihin ci gaban kasuwancin cannabis na kamfanin
A shekarar 1995, magabacin kamfanin Rhine Biotech ya yi nasarar samar da sinadarin Luo Han Guo da tsantsar ganyen Ginkgo tare da gina masana'anta tare da samar da shi.Bayan shekaru biyar, Rhine Biotech aka yi rajista bisa hukuma.Shekaru bakwai bayan haka, an jera Rhine Biotech a kasuwar hada-hadar hannayen jari ta Shenzhen.
An kafa reshen Arewacin Amurka da na Rheinland na Turai a cikin 2011 da 2016.
A watan Mayun 2019, kamfanin ya ba da sanarwar cewa yana shirin saka hannun jari don gina aikin hemp na masana'antu a Amurka, tare da sikelin gini na ton 5,000 na iya sarrafa albarkatun kasa a kowace shekara.Ana iya amfani da samfuran da ke da alaƙa da aikin a fannoni da yawa kamar jiyya, ƙari na abinci, kayan kwalliya, da kayan dabbobi.Dalilin da ya sa Rheinland Biotech ya zaɓi kafa reshen Amurka tare da kafa masana'antar CBD a cikin 2019 shine galibi saboda duk da cewa hemp na masana'antu yana da aikace-aikace da yawa, karɓar kasuwa yana da ƙasa kuma kulawa yana da tsauri.Sai a shekarar 2018 ne aka samu lasisin fara aiki a Amurka., Tsarin hemp na masana'antu na Rheinland Biotech ya kasance a baya.Bayan amincewarsa.CBDan fara amfani dashi don kawar da damuwa, rashin barci da ciwo mai tsanani.
A yammacin ranar 28 ga Yuni, 2022, Rheinland Biotech ta ba da sanarwar cewa aikin hako hemp na masana'antu na Amurka da aikin injiniyan aikace-aikacen (wanda ake kira da aikin hemp na masana'antu) ya wuce yarda da sake dubawa na gwamnatin jihar Indiana da wasu kamfanoni, kuma ya gudanar da babban-sikelin ciyar Production ya shiga a hukumance matakin samar da taro.Kamfanin ya ce yana sa ran jimillar jarin aikin zai kai kusan dalar Amurka miliyan 80.
A ranar 22 ga Maris, 2022, kamfanin ya bayyana a cikin binciken cewa yarjejeniyar hemp masana'antu da aka sanya hannu a wannan lokacin shine galibi don sarrafa tan 227 na albarkatun hemp na masana'antu a madadin abokin ciniki.Da farko an kiyasta cewa adadin kudin sarrafa wannan yarjejeniya zai kasance tsakanin dalar Amurka miliyan 2.55 zuwa dalar Amurka miliyan 5.7.A takaice dai, ana sa ran kudin sarrafa hukumar na kowane tan na albarkatun hemp na masana'antu zai wuce dalar Amurka 10,000.Idan aka kwatanta da farashin tallace-tallace na yanzu naCBDkayayyakin hakar a cikin kasuwar Amurka, samun kudin shiga daga wannan hukumar bai yi kasa da kudin shiga daga kasuwancin hako hemp na masana'antu na kamfanin ba.Kamfanin ya yi imanin cewa kasuwar da ke ƙasa ta yanzu tana ci gaba da kasancewa mai kyau da kyakkyawan fata ga masana'antar hemp na masana'antu, kuma buƙatu na ci gaba da kasancewa.
A ranar 28 ga Yuni, 2022, kamfanin ya ba da sanarwar cewa aikin CBD na Amurka ya wuce yarda da sake dubawa na gwamnatin jihar Indiana da wasu kamfanoni, kuma ya aiwatar da manyan kayayyaki kuma a hukumance ya shiga matakin samar da jama'a.Kamfanin yana sa ran cewa jimillar zuba jari a wannan aikin zai kai kusan dalar Amurka miliyan 80, kuma zai gane hakar da samarwa ta atomatik.An jera shi azaman aikin nuni a fagen hakar hemp na masana'antu a cikin Amurka ta Gwamnatin Jihar Indiana.A lokaci guda, Hemprise ya kafa cibiyar bincike na hemp na masana'antu da cibiyar haɓaka don aiwatar da bincike da haɓaka fasahar fasaha, aikace-aikacen da dabarar samfuran da ke da alaƙa da hemp na masana'antu.Kamfanin ya kira ginin mafi girman wurin hakar hemp na masana'antu a Amurka.
A ranar 8 ga Agusta, 2022, kamfanin ya bayyana a cikin binciken cewa a halin yanzu akwai wasu ayyukan hemp na masana'antu da yawa a ƙarƙashin shawarwari.Shiga babban taron haɗin gwiwar abokin ciniki a cikin masana'antar hakar shuka zai haɗa da binciken masana'antar abokin ciniki da sauran matakai.A lokaci guda kuma, kamfanin yana haɓaka aikace-aikacen don cancantar hemp na masana'antu., gabaɗaya yana iya ɗaukar kusan watanni 3, don haka zai ɗauki ɗan lokaci kaɗan kafin a sami haɗin kai na yau da kullun.Muna fata masu zuba jari za su jira da haƙuri.Idan kamfani ya sanya hannu kan kwangila mai mahimmanci, za a bayyana shi daidai da ka'idoji.Yarjejeniyar niyya don sarrafawa da aka rattaba hannu a cikin Maris shine galibi saboda haɗin gwiwar sarrafawa a farkon matakan masana'antu yana ba da gudummawa ga haɓaka alamar hemp na masana'antar Rhine Biotech, kuma ribar haɗin gwiwar tana da inganci.Bisa ga mataki na yanzu, zaɓi ne mai kyau.Koyaya, kamfanin har yanzu zai sanya masana'antar hakar hemp na masana'anta a matsayin masana'antar sarrafa kanta a nan gaba kuma ta mai da hankali kan samfuran nata.
A ranar 26 ga Agusta, 2022, kamfanin ya bayyana a cikin wani bincike cewa kamfanin na hemp na masana'antu a wannan shekara yana fatan samun adadin kudaden shiga na dalar Amurka miliyan da yawa ko kuma dubun dubatan dalar Amurka don cimma burin karya-ko da ba tare da yin tasiri ga kamfanin ba. aikin gabaɗaya.Babban shirin aiki na rabin na biyu na wannan shekara shine aza harsashi mai ƙarfi don gudanar da aikin gabaɗayan aikin hemp na masana'antu.A bangaren samarwa, ya kamata mu yi aiki mai kyau a cikin takaddun shaida na GMP na masana'anta, tabbatar da ikon QA da QC, da kuma tabbatar da cewa tsarin samfurin (yawan sake yin amfani da su, kaddarorin samfur), da sauransu suna cikin yanayi mafi kyau;a gefen tallace-tallace, ya kamata mu yi aiki mai kyau wajen gina ƙungiyar tallace-tallace, fahimtar bukatun abokin ciniki da aikawa da samfurori, da kuma shiga cikin rayayye a cikin nunin faifai don bunkasa kasuwanni da inganci, da dai sauransu A halin yanzu, muna yin shawarwari tare da sababbin abokan ciniki 4-5, ciki har da abokan ciniki daga Thailand da sauran wurare.
A ranar 1 ga Satumba, 2022, kamfanin ya bayyana a cikin binciken cewa an jera aikin hakar hemp na masana'antu azaman dabarun saka hannun jari.Har yanzu dai masana'antar tana kan matakin farko, don haka kamfanin bai kafa wata manufa ta kudaden shiga ba ga aikin.Tun daga ranar 28 ga watan Yunin da muke ciki a hukumance, masana'antar ke gudanar da ayyukanta ba tare da wata matsala ba, kuma muhimman abubuwan da suka shafi aikin kamar yadda ake hakowa a wannan mataki sun fi yadda ake zato, lamarin da ke tabbatar da cewa aikin gyara da wuri da sauran ayyuka sun yi tasiri, wanda ya zuwa wani lokaci. zai taimaka wajen kiyaye ribar kasuwancin nan gaba.Ayyukan ƙungiyar hemp na masana'antu a cikin Amurka a wannan shekara sun haɗa da takaddun shaida na cancantar GMP na masana'anta, yarda da binciken masu siyar da abokin ciniki, binciken kasuwa, siyan kayan albarkatun ƙasa, da neman dogon lokaci da kwanciyar hankali tare da manyan abokan ciniki, da sauransu. Abokan ciniki. waɗanda ke amfani da tsantsa hemp na masana'antu suna da babban matsayi tare da abokan cinikin kamfanin da ke wanzu.
A ranar 9 ga Nuwamba, 2022, kamfanin ya bayyana a cikin binciken cewa masana'antar hakar hemp na masana'antar ta riga ta ciyar da kayan don hakar, kuma aikin yana aiki kamar yadda aka tsara.A halin yanzu, da kamfanin yafi mayar da hankali a kan factory GMP takardar shaida, kasuwa ci gaban, abokin ciniki factory inspections, albarkatun kasa sayan, da dai sauransu A cikin sharuddan aiki, abokin ciniki shawarwari ne yafi nufin Arewacin Amirka abokan ciniki.Kasuwancin hakar tsirrai na kamfanin galibi TOB ne, kuma tattaunawar kasuwanci ta ƙunshi bangarori da yawa.Don haka, yana ɗaukar ɗan lokaci kaɗan don samun haɗin gwiwa, kuma yana buƙatar tsari daga masana'antar da ake aiwatar da shi don sakin ƙarfin samarwa.
A ranar Fabrairu 2, 2023, kamfanin ya bayyana a cikin binciken cewa kasuwancin hemp na masana'antar a cikin 2023 zai mai da hankali kan haɓaka abokin ciniki.Hukumar ta kuma fitar da tsayayyen buƙatun aiki.Ƙungiyar Hemprise dole ne ta bi diddigin bincike na abokin ciniki da haɓakawa da gwajin samfuri, da yin duk ƙoƙarin inganta tattaunawar Haɗin kai tare da abokan ciniki.Kamfanin ya sanya masana'antar hakar hemp na masana'antu a matsayin masana'antar sarrafawa mai zaman kanta, tana mai da hankali kan samfuran ta.Wataƙila kun ga yarjejeniyar sarrafa kwangilar da kamfani ya sanya hannu.An rattaba hannu kan yarjejeniyar ne saboda an yi imanin cewa hadin gwiwar sarrafa kwangiloli a farkon masana'antar za ta taimaka wajen bunkasa harkokin kasuwanci, kuma wannan hadin gwiwa wani zabi ne mai kyau a farkon matakin bunkasa ayyukan.
A ranar 21 ga Fabrairu, 2023, kamfanin ya yi imani da bincike cewa tun daga shekarar da ta gabata, farashin kayayyakin hemp na masana'antu ya ragu a ƙasa da mahimmanci.Ana iya ƙididdige shi a sama daga farashin siyar da tasha.Bayan cire farashin masana'anta, farashin sufuri, farashin sayayya, da sauransu daga farashin samfur na yanzu, ragowar farashin albarkatun ƙasa sun riga sun yi ƙasa da layin ƙasa na farashin tunani na manoma.Rauni na farashin albarkatun kasa zai shafi kai tsaye Manoma suna da sha'awar shuka, samar da kayayyaki suna raguwa, kuma sauye-sauyen girma da farashi ana sa ran za su fitar da farashin daga ci gaba da kuma masana'antar don sake shiga wani sabon salo.Sabili da haka, kamfanin ya yi imanin cewa matakin farashin samfurin na yanzu ba zai kasance mai dorewa ba.Babban dalilin faduwar farashin a halin yanzu shi ne yadda kasuwar ta samu ci gaba cikin sauri a cikin ‘yan shekarun da suka gabata, tare da wuce gona da iri wajen samar da kayayyaki da kayayyaki a masana’antar, wanda ya zarce tsammanin samun karuwar bukatu a kasa, wanda a karshe ya haifar da raguwar farashin kasuwa.
Dangane da rahoton shekara-shekara na Rheinland Biotechnology a farkon rabin farkon wannan shekara, kamfanin ya kafa alkiblar ci gaba da ke mai da hankali kan ilmin halitta na roba kuma zai kara haɓaka jarin da ke da alaƙa a fannin ilimin halittun roba.Manufar ita ce a kafa tsarin ci gaba wanda hanyoyin fasaha biyu na hakar halitta da biosynthesis ke yawo a gefe., kara wadatar da samfurin matrix, da kuma comprehensively ƙarfafa kamfanin ta iri ikon ikon ta hanyar samfurin dabara fitarwa da kuma musamman aikace-aikace mafita ayyuka.
o Rheinland Biological (002166) ya buɗe da safe ranar 19 ga Yuni, 2023 kuma cikin sauri ya rufe iyakar yau da kullun har zuwa ƙarshe.A karshe an rufe shi kan yuan 8, da sabon darajar kasuwa ta yuan biliyan 5.9.A cewar sanarwar kamfanin, kwanan nan kamfanin ya sanya hannu kan sabuwar yarjejeniyar hadin gwiwa tare da dsm-firmenich (DSM-Firmenich) na tsawon shekaru biyar masu zuwa.Adadin kudaden shiga da aka yi niyya na wannan yarjejeniya shine dalar Amurka miliyan 840, kuma mafi karancin kudaden shiga da aka yi niyya shine dalar Amurka miliyan 680.Yarjejeniyar Wa'adin shine shekaru 5.
Babban dalilan haɓaka haɓakar kasuwancin cannabis na kwanan nan
A cewar Wall Street News, a ranar Laraba, 30 ga Agusta, lokacin Gabashin, wata wasika mai kwanan watan Agusta 29th ta nuna cewa Rachel Levine, mataimakiyar Sakatariyar Ma'aikatar Lafiya da Ayyukan Jama'a ta Amurka (HHS), ta aika da wasika zuwa Hukumar Kula da Magunguna ta Amurka (HHS). DA).) Kwamishina Anne Milgram ta yi kira da a daidaita rarrabuwar tabar wiwi a ƙarƙashin Dokar Abubuwan Kulawa don haɗa shi azaman magani na Jadawalin III.Wasu kafofin watsa labaru sun ce idan aka amince da tsarin daidaitawa na HHS, zai nuna babban sauyi a matsayin marijuana a matsayin magani mai hatsarin gaske, kuma marijuana zai kasance mataki daya ne daga samun cikakken halatta.
Ban da haka kuma, a cewar kafar yada labarai ta kasar Sin, a ranar 16 ga watan Agusta, agogon kasar, majalisar ministocin tarayyar Jamus ta zartas da wani daftarin doka mai cike da cece-kuce, na halasta amfani da noman wiwi na shakatawa, wanda zai bukaci amincewar majalisar dokoki.Idan an zartar da shi a ƙarshe, lissafin zai kasance ɗaya daga cikin mafi yawan kuɗin cannabis "mai sassaucin ra'ayi" a Turai.
Yayin da manufofi ke shakatawa a duniya, kasuwan kayayyakin cannabis na karuwa.Sabbin hasashen kasuwar hemp na masana'antu Dangane da nazarin Guoyuan Securities, hemp masana'antu yana nufin hemp tare daTHCtaro taro kasa da 0.3%.Ba ya nuna ayyukan psychoactive kuma yana da babban abun ciki na fiber.Yana da amfani mai yawa: tsaba, mosaics, ganye, haushi, mai tushe, da kuma tushen za a iya amfani da su.A cikin filayen kamar su yadi, abinci, sinadarai na yau da kullun, da magani, manyan kasuwannin ketare sun ƙara cannabinoids, galibi CBD, zuwa ƙarin yanayin aikace-aikacen.Dangane da girman kasuwa, a karkashin zato na tsaka tsaki, girman kasuwar cannabis na duniya zai karu zuwa dala biliyan 58.7 nan da 2024, kuma CAGR daga 2020 zuwa 2024 na iya kaiwa 18.88%.Dangane da bayanan bincike na asali, kasuwar cannabis ta Amurka za ta kai dalar Amurka biliyan 100 a shekarar 2022, kuma ana sa ran za ta kai dala biliyan 200 a shekarar 2027, kuma ana sa ran za ta ninka cikin shekaru biyar.Daga cikin su, yawan shigar marijuana na atomized a Amurka ya kasance ƙasa da 5% a cikin 2015, kuma zai kai 25% a cikin 2022. Bisa ga wannan yanayin girma, ana sa ran adadin shigar zai kai 50% a cikin 2027, kuma girman kasuwar zai kai dalar Amurka biliyan 100.
Haɗe tare da sabbin kasuwannin doka a duniya, ana sa ran kasuwar cannabis ta duniya za ta kai dala biliyan 150 a cikin 2027.
Tushen: Cibiyar Sadarwar Ƙasashen Waje, Rahoton Rabin Farko na Shekara-shekara na 2023 Rheinland, Cibiyar Kuɗi ta Lanfu, Cire Tsirrai, Cibiyar Sadarwar Masana'antar Halittar Halittu, Jagorar Nuni
Lokacin aikawa: Satumba-13-2023
