Hoʻopilikia ʻia e ka leak o nā palapala mai ka US Department of Health and Human Services i ka mahina i hala a me ka US Senate Majority Leader Schumer kūkākūkā i ka pule i hala aku nei o ke kānāwai hou e pili ana i kēia manaʻo, ua hoʻomau ka ʻoihana hemp ʻoihana US i kāna mau lanakila ikaika ma ka Pōʻakahi.Ua pani ʻia ka Canopy Growth i 81.37%, ua piʻi ʻo Aurora Cannabis i 72.17%, a ua ʻike pū kekahi mau ʻāpana ʻāpana ʻē aʻe a me nā ETF i ka piʻi ʻana o ka pākēneka pālua (Figure 1).
Ma hope o ka piʻi ʻana o nā kumukūʻai US i ka Pōʻakahi, ua hoʻomaka pū nā kumukūʻai e pili ana i ka manaʻo hemp ʻenehana i ka mākeke A-share, kahi i moe ʻole no ka manawa lōʻihi.I kēia lā, ua pani ʻia ka manaʻo hemp ʻoihana A-share Rheinland Biotech, Tonghua Jinma, a me Dezhan Health i ko lākou palena i kēlā me kēia lā, me nā waihona e like me Fuan Pharmaceutical, Hanyu Pharmaceutical, Longjin Pharmaceutical, a me Shunhao Holdings ma waena o nā mea lanakila kiʻekiʻe (Figure 2)!
Kiʻi 1 Hoʻonui ʻia i nā ʻoihana Cannabis ʻAmelika Hui Pū ʻIa
Kiʻi 2 Ka ulu ʻana o ka ʻāpana hemp ʻoihana A-share
He ʻāina nui ʻo Kina i ka ulu ʻana i ka hemp ʻoihana.I kēia manawa, ke hoʻonui nei kekahi mau ʻoihana i nā papahana pili i ka hemp ʻoihana ma waho.E lawe iā Rhine Biotech i laʻana:
Hoʻohana nui ʻia ʻo Rhine Biotechnology i ke kahua o ka ʻohi ʻana i nā mea kanu hana mea kanu a ʻo ia ka ʻoihana i helu mua ʻia ma ka ʻoihana ʻohi mea kanu kūloko.I kēia manawa, ua hoʻomohala ka hui ma mua o 300 mau mea kanu mea kanu maʻamau, e komo pū me ka monk fruit extract, stevia extract, hemp extract, extract tea a me nā mea mālama olakino a me nā ʻili mālama ʻili.
Ua pani ʻia ʻo Rheinland Biotech i ka palena o kēlā me kēia lā, me ke kumukūʻai pani o 8.12 yuan.Ua hōʻea ke kumukūʻai i kona palena i kēlā me kēia lā ma 9:31 a wehe i ka palena o kēlā me kēia lā 5 mau manawa.E like me ke kumukūʻai pani, ʻo nā kālā panina he 28.1776 miliona yuan, helu no 0.68% o kāna kumukūʻai mākeke.
Ma keʻano o kaʻikepili kahe kālā ma Sepatemaba 12, he 105 miliona yuan ka nui o nā kālā nui, he 17.38% o ka nui o ke kālepa,ʻo 73.9481 miliona yuan ka pukaʻana o nā kālā wela, he 12.19% o ka huina. ʻO ka nui o nā kālepa, a ʻo ka puka ʻana o nā kālā kūʻai aku he 31.4218 miliona yuan, ʻo ia ka 12.19% o ka nui o nā kālepa.ʻO 5.18% ka loaʻa kālā.
Kiʻi 3 ʻO Rheinland Biotech ka papa kuhikuhi kumu kumu kūʻai
ʻO ka moʻolelo hoʻomohala nui o ka ʻoihana cannabis o ka hui
I ka makahiki 1995, ua hoʻomohala maikaʻi ka mea mua o Rhine Biotech iā Luo Han Guo extract a me Ginkgo lau extract a kūkulu i hale hana a hoʻokomo i ka hana.ʻElima mau makahiki ma hope mai, ua hoʻopaʻa inoa inoa ʻia ʻo Rhine Biotech.ʻEhiku mau makahiki ma hope mai, ua helu ʻia ʻo Rhine Biotech ma ka Shenzhen Stock Exchange.
Ua hoʻokumu ʻia ka lālā ʻAmelika ʻAmelika a me ka lālā ʻEulopa o Rheinland ma 2011 a me 2016.
I Mei 2019, ua hoʻolaha ka hui ua hoʻolālā ʻo ia e hoʻolālā i ke kūkulu ʻana i kahi papahana hemp ʻoihana ma ʻAmelika Hui Pū ʻIa, me ka nui o ke kūkulu ʻana o 5,000 tons o ka hiki ke hoʻololi i ka waiwai i kēlā me kēia makahiki.Hiki ke hoʻohana ʻia nā huahana e pili ana i ka papahana ma nā ʻano he nui e like me ka lāʻau lapaʻau, nā mea hoʻohui meaʻai, nā mea hoʻonaninani, a me nā lako holoholona.ʻO ke kumu i koho ai ʻo Rheinland Biotech e hoʻokumu i kahi hui US a hoʻonohonoho i kahi hale hana CBD ma 2019 no ka mea ʻoiai he nui nā noi hemp ʻoihana, haʻahaʻa ka ʻae ʻana o ka mākeke a paʻa ka nānā ʻana.ʻAʻole ia a hiki i 2018 i loaʻa ka laikini noi mua ma United States., ʻO Rheinland Biotech ka hoʻolālā hemp ʻoihana ma mua.Ma hope o kona ʻae ʻia ʻana,CBDua hoʻohana mua ʻia e hoʻomaha i ka hopohopo, nā maʻi moe a me ka ʻeha mau.
Ma ke ahiahi o Iune 28, 2022, ua hoʻolaha ʻo Rheinland Biotech i ka ʻae ʻana a me ka loiloi o ke aupuni mokuʻāina ʻo Indiana a me nā ʻaoʻao ʻekolu. ua hoʻokō i ka nui-ʻano hanai Ua hoʻokō 'ia ka hana i ke kahua hana lehulehu.Ua ʻōlelo ka ʻoihana e manaʻo ana ka nui o ka hoʻopukapuka ʻana i ka papahana e hiki i kahi US $ 80 miliona.
Ma Malaki 22, 2022, ua ʻōlelo ka ʻoihana i ka noiʻi ʻana i ka ʻaelike manaʻo hemp ʻoihana i hoʻopaʻa inoa ʻia i kēia manawa ʻo ia ka mea e hana ai i ka 227 tons o nā mea waiwai hemp no ka mea kūʻai aku.Ua manaʻo mua ʻia ʻo ka nui o ka uku hana o kēia ʻaelike ma waena o US$2.55 miliona a me US$5.7 miliona.I nā huaʻōlelo ʻē aʻe, ʻoi aku ka nui o ka uku hoʻoili ʻoihana no kēlā me kēia ton o nā mea waiwai hemp ʻoihana e ʻoi aku ma mua o 10,000 US kālā.Hoʻohālikelike ʻia me ke kumukūʻai kūʻai o kēia manawaCBDʻO ka loaʻa kālā mai kēia ʻoihana ʻoihana ʻaʻole i emi iho ma mua o ka loaʻa kālā mai ka ʻoihana ʻoihana hemp extraction ʻoihana.Ke manaʻoʻiʻo nei ka ʻoihana e hoʻomau mau nei ka mākeke i lalo i ka manaʻo maikaʻi a me ka manaʻo maikaʻi i ka ʻoihana hemp ʻoihana, a ke hoʻomau nei ka koi.
Ma Iune 28, 2022, ua hoʻolaha ka hui ua hala ka papahana US CBD i ka ʻae ʻana a me ka loiloi o ke aupuni mokuʻāina ʻo Indiana a me nā ʻaoʻao ʻekolu, a ua hoʻokō i ka hana nui a komo i ka hana nui.Manaʻo ka hui e hiki i ka huina kālā o kēia papahana ma kahi o US $ 80 miliona, a e ʻike ʻo ia i ka unuhi a me ka hana ʻana.Ua helu ʻia ʻo ia ma ke ʻano he papahana hōʻikeʻike ma ke kahua o ka ʻohi hemp ʻoihana ma United States e ke Aupuni Mokuʻāina ʻo Indiana.Ma ka manawa like, ua hoʻokumu ʻo Hemprise i kahi ʻimi noiʻi hemp ʻenehana a me ka hoʻomohala ʻana e hana ikaika i ka noiʻi a me ka hoʻomohala ʻana i ka ʻenehana, ka noi a me ke ʻano o nā huahana e pili ana i ka hemp.Ua kapa ʻia ka ʻoihana i ka hale ʻoihana ʻoihana hemp extraction nui loa ma United States.
Ma ʻAukake 8, 2022, ua ʻōlelo ka ʻoihana i ka loiloi i kēia manawa aia kekahi mau hana hemp ʻoihana ma lalo o ke kūkākūkā ʻana.ʻO ka hoʻopaʻa inoa ʻana i kahi hui hui nui o nā mea kūʻai aku ma ka ʻoihana ʻohi mea kanu e komo pū me nā nānā ʻana i ka hale kūʻai a me nā hana ʻē aʻe.I ka manawa like, ke wikiwiki nei ka ʻoihana i ka noi no nā ʻoihana e pili ana i ka hemp., ma ke ano he 3 mahina paha, no laila, e lawe i kekahi manawa e hiki ai i ka hui like.Manaʻo mākou e kali ka poʻe kālā me ka hoʻomanawanui.Inā kau inoa ka hui i kahi ʻaelike koʻikoʻi, e hōʻike ʻia e like me nā lula.ʻO ka ʻaelike manaʻo no ka hana ʻana i hoʻopaʻa ʻia i ka lā Malaki ma muli o ka hui ʻana i ka hana ʻana i ka wā mua o ka ʻoihana e kūpono i ka hoʻolaha ʻana o ka Rhine Biotech industrial hemp brand, a ʻo ka loaʻa ʻana o ka loaʻa o ka hui ʻana he kūpono loa.Ma muli o ke kahua o kēia manawa, he koho maikaʻi loa ia.Eia nō naʻe, e hoʻonoho mau ana ka ʻoihana i ka hale hana hemp extraction ʻoihana ma ke ʻano he hale hana hana kūʻokoʻa i ka wā e hiki mai ana a e kālele ana i kāna mau huahana ponoʻī.
Ma ʻAukake 26, 2022, ua ʻōlelo ka hui ma kahi noiʻi e manaʻo ana ka ʻoihana ʻoihana hemp i kēia makahiki e hoʻokō i ka nui o ka loaʻa kālā o nā miliona US a i ʻole ʻumi miliona o ʻAmelika e hoʻokō i ka pahuhopu o ka break-even me ka ʻole o ka hoʻopilikia ʻana i ka ʻoihana. hana holoʻokoʻa.ʻO ka hoʻolālā hana koʻikoʻi no ka hapa ʻelua o kēia makahiki ʻo ia ke kau ʻana i kahi kumu paʻa no ka hana ʻana o ka papahana hemp ʻoihana holoʻokoʻa.Ma ka ʻaoʻao hana, pono mākou e hana i kahi hana maikaʻi i ka GMP hōʻoia o ka hale hana, hōʻoia i ka mana QA a me QC, a e hōʻoia i ke kaʻina huahana (recycling rate, product properties), etc.ma kaʻaoʻao kūʻai, pono mākou e hana i kahi hana maikaʻi i ke kūkuluʻana i kahi hui kūʻai, e hoʻomaopopo i nā pono o ka mea kūʻai a me ka hoʻounaʻana i nā laʻana, a me ka ikaika e komo i nā hōʻikeʻike e hoʻomohala i nā mākeke me ka maikaʻi loa, a pēlā aku. nā mea kūʻai mai Thailand a me nā wahi ʻē aʻe.
Ma Sepatemaba 1, 2022, ua ʻōlelo ka ʻoihana ma ka loiloi ua helu ʻia ka papahana hemp extraction ma ke ʻano he hoʻolālā hoʻolālā.Aia ka ʻoihana i ka wā mua, no laila ʻaʻole i hoʻonohonoho ka ʻoihana i kahi pahuhopu loaʻa kālā no ka papahana.Mai ka hana nui ʻana o ka lehulehu ma Iune 28 o kēia makahiki, ua holo mālie ka hale hana, a ʻoi aku ka maikaʻi o nā hōʻailona hana koʻikoʻi e like me ka hoʻoiho ʻana i kēia manawa ma mua o ka mea i manaʻo ʻia, e hōʻike ana i ka maikaʻi o ka debugging mua a me nā hana ʻē aʻe. e kōkua i ka mālama ʻana i ka palena o ka ʻoihana i ka wā e hiki mai ana.ʻO nā hana o ka hui hemp ʻoihana i ʻAmelika Hui Pū ʻIa i kēia makahiki ka mea nui i ka hōʻoia ʻana o ka hale hana GMP qualifications, ka ʻae ʻana i nā loiloi mea kūʻai aku mea kūʻai aku, ka noiʻi mākeke, ke kūʻai ʻana i ka waiwai, a me ka ʻimi ʻana i ka lōʻihi a me ka paʻa paʻa me nā mea kūʻai aku nui, etc. ʻO ka poʻe e hoʻohana ana i ka hemp extract he kiʻekiʻe kiʻekiʻe o ka overlap me nā mea kūʻai aku o ka hui.
Ma Nowemapa 9, 2022, ua ʻōlelo ka ʻoihana ma ka noiʻi ʻana e hānai ana ka ʻoihana ʻoihana hemp extraction i nā mea no ka ʻohi ʻana, a ke hana nei ka papahana e like me ka mea i hoʻolālā ʻia.I kēia manawa, ʻoi aku ka nui o ka ʻoihana i ka hōʻoia GMP hale hana, ka hoʻomohala ʻana i ka mākeke, ka nānā ʻana i ka hale kūʻai mea kūʻai aku, ke kūʻai ʻana i nā mea waiwai, a me nā mea ʻē aʻe.ʻO ka ʻoihana ʻohi mea kanu o ka hui ʻo TOB ka nui, a ʻo nā kūkākūkā ʻoihana e pili ana i nā ʻano he nui.No laila, pono ia i kahi manawa e hiki ai i ka launa pū ʻana, a koi pū kekahi i kahi kaʻina hana mai ka hale hana i hoʻokomo ʻia i ka hoʻokuʻu ʻana i ka mana hana.
Ma Pepeluali 2, 2023, ua ʻōlelo ka ʻoihana i ka loiloi e pili ana ka ʻoihana hemp ʻoihana ʻoihana ma 2023 i ka hoʻonui ʻana o ka mea kūʻai aku.Ua hoʻopuka pū ka luna hoʻomalu i nā koi hana koʻikoʻi.Pono ka hui Hemprise e hahai pono i ka noiʻi a me ka hoʻomohala ʻana o nā mea kūʻai aku i lalo a me ka hoʻāʻo ʻana, a e hoʻoikaika i nā kūkākūkā ʻana me nā mea kūʻai aku.Hoʻonohonoho ka ʻoihana i ka hale hana hemp extraction ʻoihana ma ke ʻano he hale hana hana kūʻokoʻa, e kālele ana i kāna mau huahana ponoʻī.Ua ʻike paha ʻoe i ka ʻaelike hana ʻaelike i pūlima ʻia e ka hui.Ua kākau inoa ʻia ma muli o ka manaʻo o ka hui ʻana i ka ʻaelike i ka wā mua o ka ʻoihana e kōkua i ka hoʻolaha ʻana i ka ʻoihana, a he koho maikaʻi loa kēia hui ʻana i ka wā mua o ka hoʻomohala ʻana i ka papahana.
Ma Pepeluali 21, 2023, ua manaʻo ka ʻoihana i ka noiʻi mai ka makahiki i hala aku nei, ua hāʻule ke kumukūʻai o nā huahana hemp ʻoihana ma lalo o ke kumu koʻikoʻi.Hiki ke helu ʻia i luna mai ke kumu kūʻai kūʻai terminal.Ma hope o ka unuhi ʻana i nā kumukūʻai hana, nā koina kaʻa, nā kumukūʻai kūʻai, a me nā mea ʻē aʻe mai ke kumukūʻai huahana o kēia manawa, ʻoi aku ka haʻahaʻa o ke koena kumu waiwai ma mua o ka laina lalo o ke kumukūʻai psychological o nā mea ulu.ʻO ka nāwaliwali o nā kumu kūʻai maka e hoʻopilikia pololei i ka poʻe mahiʻai ʻoliʻoli i ke kanu ʻana, ke emi nei ka lako, a ke manaʻo ʻia nei nā loli i ka nui o ka upstream a me ke kumu kūʻai e hoʻokuke i nā kumukūʻai mai kahi ʻano piʻi a me ka ʻoihana e komo hou i kahi pōʻai hou.No laila, ke manaʻoʻiʻo nei ka ʻoihana ʻaʻole hiki ke kūpaʻa ka pae kumukūʻai o kēia manawa.ʻO ke kumu nui o ka hāʻule ʻana o nā kumukūʻai i kēia manawa, ʻo ia ka ulu wikiwiki ʻana o ka mākeke i nā makahiki i hala iho nei, me ka nui o ka mana hana a me nā waihona waiwai i loko o ka ʻoihana, ʻoi aku ka nui o nā manaʻolana no ka ulu ʻana o ka noi i lalo, a ua alakaʻi i nā kumukūʻai haʻahaʻa haʻahaʻa.
Wahi a ka hōʻike makahiki o Rheinland Biotechnology i ka hapa mua o kēia makahiki, ua hoʻokumu ka hui i kahi kuhikuhi hoʻomohala e kālele ana i ka biology synthetic a e hoʻonui hou aku i nā hoʻopukapuka pili i ke kahua o ka biology synthetic.ʻO ka pahuhopu ka hoʻokumu ʻana i kahi ʻano hoʻomohala e lele ana nā ala ʻelua ʻenehana o ka ʻili kūlohelohe a me ka biosynthesis., e hoʻomāhuahua hou aʻe i ka matrix huahana, a me ka hoʻoikaika piha ʻana i ka mana o ka hui ma o ka hoʻopuka ʻana o ka huahana a me nā lawelawe hoʻonā noi.
o Rheinland Biological (002166) wehe i ke kakahiaka ma Iune 19, 2023 a hoʻopaʻa koke i ka palena o kēlā me kēia lā a hiki i ka pau ʻana.Ua pani hope ia ma 8 yuan, me ka waiwai kūʻai hou loa o 5.9 biliona yuan.Wahi a ka hoʻolaha o ka hui, ua kau inoa ka hui i kahi ʻaelike hui hou me dsm-firmenich (DSM-Firmenich) no nā makahiki ʻelima e hiki mai ana.ʻO ka loaʻa kālā kumulative kumulative o kēia ʻaelike he US $840 miliona, a ʻo ka liʻiliʻi kumulative loaʻa kālā he US $680 miliona.ʻO ka ʻaelike ʻO 5 makahiki ka manawa.
ʻO nā kumu nui o ka ulu wikiwiki ʻana o ka mākeke cannabis
Wahi a Wall Street News, ma ka Pōʻakolu, ʻAukake 30th, Eastern Time, kahi leka i kākau ʻia ʻo ʻAukake 29th i hōʻike ʻia ua hoʻouna ʻo Rachel Levine, ke Kakauolelo Kokua o ka US Department of Health and Human Services (HHS), i kahi leka i ka US Drug Enforcement Administration. DEA).) Ua kāhea ʻo Komisina Anne Milgram no ka hoʻoponopono ʻana i ka hoʻokaʻawale ʻana o ka marijuana ma lalo o ke Controlled Substances Act e hoʻokomo iā ia ma ke ʻano he lāʻau lapaʻau Hōʻike III.Ua ʻōlelo kekahi poʻe media inā e ʻae ʻia ka hoʻololi ʻana o ka hoʻokaʻawale ʻana o ka HHS, e hōʻailona ana ia i ka hoʻololi nui ʻana i ke kūlana o ka mariuana ma ke ʻano he lāʻau hoʻoweliweli kiʻekiʻe, a ʻo ka mariuana e hoʻokahi kapuaʻi mai ka hoʻokō piha ʻana.
Eia kekahi, e like me ka China News Service, i ka lā 16 o ʻAukake, ka manawa kūloko, ua hoʻoholo ka Kuhina Pekelala Kelemania i kahi palapala hoʻopaʻapaʻa e hoʻopaʻapaʻa i ka hoʻohana ʻana a me ka mahi ʻana i ka marijuana leʻaleʻa, e koi ai i ka ʻae ʻana o ka pāremata.Inā hoʻoholo hope ʻia, ʻo ka bila e lilo i kekahi o nā bila cannabis "liberal" nui loa ma ʻEulopa.
Ke hoʻomaha nei nā kulekele a puni ka honua, ke piʻi nei ka mākeke no nā huahana cannabis.ʻO ka wanana mākeke hemp hou loa e like me ka loiloi o Guoyuan Securities, ʻo ka hemp ʻoihana e pili ana i ka hemp me kahiTHCka nuipa o ka emi ma lalo o 0.3%.ʻAʻole ia e hōʻike i ka hana psychoactive a loaʻa ka nui o ka fiber.Loaʻa iā ia ka nui o nā mea hoʻohana: hiki ke hoʻohana ʻia nā hua, nā mosaics, nā lau, ka ʻili, nā ʻōpala, a me nā aʻa.Ma nā kula e like me ka textiles, ka meaʻai, nā kemika i kēlā me kēia lā, a me nā lāʻau lapaʻau, ua hoʻohui nā mākeke o waho i nā cannabinoids, ʻoi aku ka CBD, i nā hiʻohiʻona noiʻi hou aʻe.I ka ʻōlelo o ka nui o ka mākeke, ma lalo o nā manaʻo kūʻokoʻa, e piʻi ka nui o ka mākeke ʻoihana cannabis honua i US $ 58.7 biliona e 2024, a ʻo ka CAGR mai 2020 a 2024 hiki ke hōʻea i 18.88%.Wahi a nā ʻikepili noiʻi ʻāina, ʻo ka mākeke cannabis US e kūʻai ʻia he US $ 100 biliona ma 2022, a ke manaʻo ʻia nei e hōʻea i ka US $ 200 biliona i 2027, a manaʻo ʻia e pālua i nā makahiki ʻelima.Ma waena o lākou, ʻo ka helu komo ʻana o ka marijuana atomized i ʻAmelika Hui Pū ʻIa i emi iho ma mua o 5% i 2015, a hiki i 25% i 2022. E like me kēia ulu ulu ʻana, ua manaʻo ʻia e piʻi ka penetration rate i 50% i 2027, a ʻo ka nui o ka mākeke e hiki i ka 100 biliona kālā US.
Hoʻohui ʻia me nā mākeke kānāwai hou a puni ka honua, ua manaʻo ʻia ka mākeke cannabis vaping honua e hōʻea i US $ 150 biliona ma 2027.
Puna: Pūnaehana Overseas, 2023 Rheinland First Half Annual Report, Lanfu Finance Network, Plant Extracts, Synthetic Biology Industry Network, Leading Showdown
Ka manawa hoʻouna: Sep-13-2023
