Kev cuam tshuam los ntawm kev xau ntawm cov ntaub ntawv los ntawm US Lub Tsev Haujlwm Saib Xyuas Kev Noj Qab Haus Huv thiab Kev Pabcuam Tib Neeg lub hli dhau los thiab US Senate Feem Ntau Tus Thawj Coj Schumer kev sib tham lub lim tiam dhau los ntawm cov cai lij choj tsis ntev los no tsom rau lub tswv yim no, Asmeskas kev lag luam hemp sector txuas ntxiv nws cov txiaj ntsig zoo rau hnub Monday.Canopy Loj hlob tau kaw 81.37%, Aurora Cannabis tau nce 72.17%, thiab ntau lwm cov khoom lag luam thiab ETFs kuj tau ntsib ob tus lej feem pua nce (Daim duab 1).
Tom qab qhov nce hauv Asmeskas cov khoom lag luam rau hnub Monday, cov khoom lag luam cuam tshuam nrog lub tswv yim ntawm kev lag luam hemp hauv A-share lag luam, uas tau nyob twj ywm rau lub sijhawm ntev, kuj tau teeb tsa qhov kev txwv txhua hnub.Niaj hnub no, A-shared industrial hemp tswvyim stocks Rheinland Biotech, Tonghua Jinma, thiab Dezhan Health tau kaw ntawm lawv cov kev txwv txhua hnub, nrog cov khoom lag luam xws li Fuan Pharmaceutical, Hanyu Pharmaceutical, Longjin Pharmaceutical, thiab Shunhao Holdings ntawm cov neeg tau txais txiaj ntsig zoo tshaj plaws (Daim duab 2)!
Daim duab 1 nce hauv US Industrial Cannabis Tshuag
Daim duab 2 Kev loj hlob ntawm A-qhia kev lag luam hemp sector
Tuam Tshoj yog ib lub teb chaws loj hlob nyob rau hauv kev lag luam hemp.Tam sim no, qee lub tuam txhab tau nquag nthuav dav kev lag luam hemp ntsig txog cov haujlwm txawv teb chaws.Siv Rhine Biotech ua piv txwv:
Rhine Biotechnology feem ntau yog koom nrog hauv kev cog qoob loo cov khoom xyaw extraction thiab yog thawj lub tuam txhab sau npe hauv kev lag luam cog ntoo hauv tsev.Tam sim no, lub tuam txhab tau tsim ntau tshaj 300 tus qauv cog extraction khoom, nrog rau cov txiv hmab txiv ntoo extract, stevia extract, muaj hemp extract, tshuaj yej extract thiab lwm yam kev kho mob thiab kev tu tawv nqaij extracts.
Rheinland Biotech kaw ntawm qhov txwv txhua hnub, nrog tus nqi kaw ntawm 8.12 yuan.Cov Tshuag tau mus txog nws qhov kev txwv txhua hnub ntawm 9:31 thiab qhib qhov txwv txhua hnub 5 zaug.Raws li tus nqi kaw, cov nyiaj kaw yog 28.1776 lab yuan, suav txog 0.68% ntawm nws cov nqi lag luam thoob ntiaj teb.
Nyob rau hauv cov nqe lus ntawm peev cov ntaub ntawv nyob rau lub Cuaj Hli Ntuj 12, lub net inflow ntawm cov nyiaj tseem ceeb yog 105 lab yuan, accounting rau 17.38% ntawm tag nrho cov lag luam ntim, cov nyiaj outflow ntawm kub kub yog 73.9481 lab yuan, accounting rau 12.19% ntawm tag nrho cov. Kev lag luam ntim, thiab cov nyiaj tau los ntawm cov khw muag khoom yog 31.4218 lab yuan, suav txog 12.19% ntawm tag nrho cov khoom lag luam.Kev lag luam yog 5.18%.
Daim duab 3 Rheinland Biotech cov khoom lag luam tsis ntev los no nqe lus qhia
Lub ntsiab kev loj hlob keeb kwm ntawm lub tuam txhab kev lag luam cannabis
Xyoo 1995, tus thawj coj ntawm Rhine Biotech ntse tsim Luo Han Guo extract thiab Ginkgo nplooj extract thiab tsim lub Hoobkas thiab muab tso rau hauv ntau lawm.Tsib xyoos tom qab, Rhine Biotech tau tso npe ua haujlwm.Xya xyoo tom qab, Rhine Biotech tau teev nyob rau hauv Shenzhen Tshuag Txauv.
Lub koom haum North American thiab European lub koom haum ntawm Rheinland tau tsim nyob rau xyoo 2011 thiab 2016.
Thaum lub Tsib Hlis 2019, lub tuam txhab tau tshaj tawm tias nws npaj yuav nqis peev rau kev tsim kho ntawm kev lag luam hemp hauv Tebchaws Meskas, nrog rau kev tsim kho ntawm 5,000 tons ntawm cov khoom siv raw khoom hauv ib xyoos.Cov khoom muaj feem xyuam rau qhov project yuav siv tau rau ntau yam xws li kev kho mob, khoom noj khoom haus additives, tshuaj pleev ib ce, thiab cov khoom siv tsiaj.Qhov laj thawj yog vim li cas Rheinland Biotech tau xaiv los tsim ib lub tuam txhab Asmeskas thiab teeb tsa lub Hoobkas CBD hauv 2019 feem ntau yog vim tias txawm hais tias kev lag luam hemp muaj ntau yam kev siv, kev lag luam lees paub tsawg thiab kev saib xyuas nruj.Nws tsis yog txog 2018 uas thawj daim ntawv tso cai tau txais hauv Tebchaws Meskas., Rheinland Biotech's industrial hemp layout tau ua ntej.Tom qab nws pom zoo,CBDyog thawj zaug siv los txo kev ntxhov siab, pw tsis tsaug zog thiab mob ntev.
Nyob rau yav tav su ntawm Lub Rau Hli 28, 2022, Rheinland Biotech tshaj tawm tias lub tuam txhab Asmeskas kev lag luam hemp extraction thiab daim ntawv thov kev tsim kho engineering project (tom qab no hu ua kev lag luam hemp project) tau dhau qhov kev lees paub thiab tshuaj xyuas ntawm Indiana xeev tsoomfwv thiab peb tog, thiab tau nqa tawm loj-scale pub Production tau officially nkag mus rau lub loj ntau lawm theem.Lub tuam txhab tau hais tias nws cia siab tias tag nrho cov peev txheej hauv qhov project yuav ncav cuag li $ 80 lab.
Thaum Lub Peb Hlis 22, 2022, lub tuam txhab tau hais hauv kev tshawb fawb tias kev cog lus cog qoob loo cog qoob loo tau kos npe rau lub sijhawm no feem ntau yog ua tiav 227 tons ntawm cov khoom lag luam hemp raw khoom sawv cev ntawm cov neeg siv khoom.Nws yog thawj zaug kwv yees tias tus nqi ua tiav ntawm daim ntawv cog lus no yuav nyob nruab nrab ntawm US $ 2.55 lab thiab US $ 5.7 lab.Nyob rau hauv lwm yam lus, lub koom haum ua nqi rau txhua tuj ntawm industrial hemp raw cov ntaub ntawv yuav tsum tau ntau tshaj 10,000 US dollars.Piv nrog rau tus nqi muag khoom tam sim no ntawmCBDextraction khoom nyob rau hauv Teb Chaws Asmeskas ua lag luam, cov nyiaj tau los ntawm lub koom haum no yog tsis tsawg tshaj li cov nyiaj tau los ntawm lub tuam txhab tus kheej muaj hemp extraction lag luam.Lub tuam txhab ntseeg hais tias tam sim no kev lag luam downstream tseem tuav tus cwj pwm zoo thiab kev cia siab rau kev lag luam hemp kev lag luam, thiab kev thov tseem muaj nyob.
Thaum Lub Rau Hli 28, 2022, lub tuam txhab tshaj tawm tias US CBD project tau dhau qhov kev lees paub thiab tshuaj xyuas ntawm Indiana lub xeev tsoomfwv thiab cov neeg thib peb, thiab tau ua tiav kev tsim khoom loj thiab tau nkag mus rau theem tsim khoom loj.Lub tuam txhab cia siab tias tag nrho cov peev hauv qhov project no yuav ncav cuag kwv yees li US $ 80 lab, thiab nws yuav paub txog kev rho tawm thiab tsim khoom.Nws tau raug teev tseg raws li ib txoj haujlwm ua qauv qhia hauv kev lag luam hemp extraction hauv Tebchaws Meskas los ntawm tsoomfwv Indiana.Nyob rau tib lub sijhawm, Hemprise tau tsim ib lub chaw tshawb fawb thiab kev loj hlob ntawm hemp kom nquag ua haujlwm tshawb fawb thiab kev tsim kho thev naus laus zis, daim ntawv thov thiab cov qauv ntawm cov khoom lag luam hemp ntsig txog.Lub tuam txhab hu lub chaw ua lag luam loj tshaj plaws hemp extraction chaw hauv Tebchaws Meskas.
Thaum Lub Yim Hli 8, 2022, lub tuam txhab tau hais hauv kev tshawb fawb tias tam sim no muaj ntau qhov kev lag luam hemp hauv kev sib tham.Kev kos npe rau lub rooj sib tham loj ntawm cov neeg siv khoom hauv kev lag luam extraction yuav suav nrog cov neeg siv khoom kuaj xyuas thiab lwm cov kauj ruam.Nyob rau tib lub sijhawm, lub tuam txhab tseem tab tom ua kom nrawm rau daim ntawv thov kev lag luam hemp ntsig txog kev tsim nyog., feem ntau nws yuav siv li 3 lub hlis, yog li nws yuav siv sij hawm qee lub sij hawm kom ncav cuag txoj kev koom tes.Peb cia siab tias cov tub ua lag luam yuav ua siab ntev tos.Yog tias lub tuam txhab kos npe rau daim ntawv cog lus tseem ceeb, nws yuav raug nthuav tawm raws li cov cai.Lub hom phiaj kev pom zoo rau kev ua tiav tau kos npe rau lub Peb Hlis yog qhov tseem ceeb vim tias kev koom tes hauv kev ua haujlwm nyob rau theem pib ntawm kev lag luam yog qhov tsim nyog rau kev txhawb nqa ntawm Rhine Biotech industrial hemp hom, thiab cov txiaj ntsig ntawm kev koom tes yog qhov zoo tagnrho.Raws li cov theem tam sim no, nws yog ib qho kev xaiv zoo.Txawm li cas los xij, lub tuam txhab tseem tseem yuav muab lub chaw tsim khoom lag luam hemp extraction ua lub Hoobkas ua haujlwm ywj pheej yav tom ntej thiab tsom mus rau nws tus kheej cov khoom.
Thaum Lub Yim Hli 26, 2022, lub tuam txhab tau hais hauv kev tshawb fawb tias lub tuam txhab kev lag luam hemp project xyoo no vam tias yuav ua tiav cov nyiaj tau los ntawm ntau lab daus las lossis kaum lab nyiaj daus las Asmeskas kom ua tiav lub hom phiaj ntawm kev tawg-txawm tsis cuam tshuam rau lub tuam txhab. tag nrho kev ua tau zoo.Lub phiaj xwm ua haujlwm tseem ceeb rau ib nrab xyoo no yog tsim lub hauv paus ruaj khov rau kev ua haujlwm ntawm tag nrho cov kev lag luam hemp project.Nyob rau sab ntau lawm, peb yuav tsum ua txoj haujlwm zoo hauv GMP daim ntawv pov thawj ntawm lub Hoobkas, txheeb xyuas QA thiab QC muaj peev xwm, thiab xyuas kom meej tias cov txheej txheem khoom (cov khoom siv rov ua dua tshiab, cov khoom siv), thiab lwm yam.ntawm kev muag khoom, peb yuav tsum ua txoj haujlwm zoo hauv kev tsim pab pawg muag khoom, nkag siab txog cov neeg siv khoom xav tau thiab xa cov qauv, thiab koom tes nrog kev nthuav qhia los txhim kho kev lag luam kom zoo, thiab lwm yam. Tam sim no, peb tab tom sib tham nrog 4-5 cov neeg siv khoom tshiab, suav nrog cov neeg muas zaub los ntawm Thaib teb thiab lwm qhov chaw.
Thaum lub Cuaj Hlis 1, 2022, lub tuam txhab tau hais hauv kev tshawb fawb tias kev lag luam hemp extraction project tau teev tseg raws li kev nqis peev zoo.Kev lag luam tseem nyob rau theem pib, yog li lub tuam txhab tsis tau teeb tsa cov nyiaj tau los meej rau qhov project.Txij li thaum lub sijhawm ua haujlwm loj rau lub Rau Hli 28 xyoo no, lub Hoobkas tau ua haujlwm zoo, thiab cov txheej txheem tseem ceeb xws li kev rho tawm cov txiaj ntsig ntawm theem no zoo dua li qhov xav tau, ua pov thawj tias kev debugging ntxov thiab lwm yam haujlwm tau ua haujlwm tau zoo, uas rau qee yam. yuav pab tswj cov nyiaj tau los ntawm kev lag luam yav tom ntej.Cov dej num ntawm pab pawg neeg muaj hemp hauv Tebchaws Meskas xyoo no feem ntau suav nrog kev lees paub ntawm lub Hoobkas GMP kev tsim nyog, kev lees paub ntawm cov neeg siv khoom kuaj xyuas, kev tshawb fawb kev lag luam, kev yuav khoom raw, thiab nrhiav kev koom tes ntev thiab ruaj khov nrog cov neeg siv khoom loj, thiab lwm yam. Cov neeg siv khoom. leej twg thov kev lag luam hemp extract muaj qib siab ntawm kev sib tshooj nrog lub tuam txhab cov neeg siv khoom uas twb muaj lawm.
Thaum Lub Kaum Ib Hlis 9, 2022, lub tuam txhab tau hais hauv kev tshawb fawb tias lub tuam txhab kev lag luam hemp extraction Hoobkas twb tau pub cov ntaub ntawv rau kev rho tawm, thiab qhov project tau ua haujlwm zoo li tau npaj tseg.Tam sim no, lub tuam txhab tsuas yog tsom mus rau lub Hoobkas GMP ntawv pov thawj, kev tsim kho kev lag luam, kev tshuaj xyuas cov neeg siv khoom, cov khoom siv raw khoom, thiab lwm yam. Nyob rau hauv cov nqe lus ntawm kev ua hauj lwm, kev sib tham cov neeg muas zaub yog tsom rau North American cov neeg muas zaub.Lub tuam txhab kev lag luam cog qoob loo feem ntau yog TOB, thiab kev sib tham ua lag luam koom nrog ntau yam.Yog li ntawd, nws yuav siv sij hawm qee lub sij hawm kom ncav cuag kev koom tes, thiab nws tseem yuav tsum tau muaj cov txheej txheem los ntawm lub Hoobkas tau muab tso rau hauv kev ua haujlwm rau kev tso tawm lub peev xwm ntau lawm.
Thaum Lub Ob Hlis 2, 2023, lub tuam txhab tau hais hauv kev tshawb fawb tias lub tuam txhab kev lag luam hemp lag luam hauv 2023 yuav tsom mus rau cov neeg siv khoom nthuav dav.Kev tswj hwm kuj tau muab cov kev cai ua haujlwm nruj.Pab neeg Hemprise yuav tsum tau ua tib zoo saib xyuas cov neeg siv khoom hauv qab kev tshawb fawb thiab kev tsim kho thiab kev sim ua qauv, thiab ua txhua yam los txhawb kev sib koom tes nrog cov neeg siv khoom.Lub tuam txhab ua haujlwm rau kev lag luam hemp extraction Hoobkas raws li kev ua haujlwm ywj pheej, tsom mus rau nws cov khoom.Tej zaum koj yuav tau pom daim ntawv cog lus ua daim ntawv cog lus kos npe los ntawm lub tuam txhab.Nws tau kos npe feem ntau vim nws ntseeg tias daim ntawv cog lus ua kev koom tes hauv cov theem pib ntawm kev lag luam yuav ua rau muaj kev txhawb nqa kev lag luam, thiab tias qhov kev koom tes no yog ib qho kev xaiv zoo nyob rau theem pib ntawm txoj kev loj hlob.
Thaum Lub Ob Hlis 21, 2023, lub tuam txhab ntseeg hauv kev tshawb fawb tias txij li xyoo tas los, tus nqi ntawm cov khoom lag luam hemp tau poob qis dua qhov tseem ceeb.Nws tuaj yeem suav cov dej ntws los ntawm tus nqi muag khoom.Tom qab txiav tawm cov nqi tsim khoom, cov nqi tsheb thauj mus los, cov nqi yuav khoom, thiab lwm yam los ntawm cov khoom lag luam tam sim no, cov nqi ntawm cov khoom siv raw li qub tau qis dua cov kab hauv qab ntawm cov neeg cog qoob loo ntawm cov nqi puas siab puas ntsws.Qhov tsis muaj zog ntawm cov nqi raw khoom yuav cuam tshuam ncaj qha rau cov neeg ua liaj ua teb muaj kev txaus siab txog kev cog qoob loo, cov khoom lag luam poob qis, thiab cov kev hloov pauv ntawm cov khoom ntim thiab cov nqi yuav tsum tau tsav cov nqi tawm ntawm kev nce siab thiab kev lag luam kom rov nkag mus rau lub voj voog tshiab.Yog li ntawd, lub tuam txhab ntseeg hais tias cov khoom tam sim no theem nqi yuav tsis ruaj khov.Qhov laj thawj tseem ceeb ntawm kev poob qis hauv cov nqi tam sim no yog tias kev ua lag luam tau tsim sai heev nyob rau hauv ob peb xyoos dhau los, nrog ntau tshaj qhov muaj peev xwm thiab cov khoom muag hauv kev lag luam, deb tshaj qhov kev cia siab rau cov kev xav tau qis qis, uas thaum kawg ua rau cov nqi lag luam qis.
Raws li daim ntawv tshaj tawm txhua xyoo ntawm Rheinland Biotechnology nyob rau hauv thawj ib nrab ntawm lub xyoo no, lub tuam txhab tau tsim ib txoj kev loj hlob ntawm kev tsom mus rau hluavtaws biology thiab yuav ntxiv kev nqis peev uas muaj feem xyuam rau kev lag luam ntawm hluavtaws biology.Lub hom phiaj yog los tsim kom muaj ib qho kev loj hlob qauv nyob rau hauv uas dual technical routes ntawm natural extraction thiab biosynthesis ya ib sab., ntxiv dag zog rau cov khoom lag luam matrix, thiab nthuav dav ntxiv dag zog rau lub tuam txhab lub hom phiaj kev muaj peev xwm los ntawm cov khoom tsim tawm thiab cov kev pabcuam daws teeb meem.
o Rheinland Biological (002166) tau qhib thaum sawv ntxov thaum Lub Rau Hli 19, 2023 thiab ceev ceev kaw qhov txwv txhua hnub kom txog thaum kaw.Nws thaum kawg kaw ntawm 8 yuan, nrog rau qhov tseeb kev lag luam tus nqi ntawm 5.9 billion yuan.Raws li lub tuam txhab tshaj tawm, lub tuam txhab tsis ntev los no tau kos npe rau daim ntawv cog lus tshiab kev koom tes nrog dsm-firmenich (DSM-Firmenich) rau tsib xyoos tom ntej.Cov nyiaj tau los ntawm lub hom phiaj ntawm daim ntawv cog lus no yog US $ 840 lab, thiab qhov tsawg kawg nkaus cov nyiaj tau los ntawm lub hom phiaj yog US $ 680 lab.Daim ntawv cog lus Lub sijhawm yog 5 xyoos.
Cov laj thawj tseem ceeb rau kev loj hlob sai ntawm kev lag luam cannabis tsis ntev los no
Raws li Wall Street Xov Xwm, hnub Wednesday, Lub Yim Hli 30th, Eastern Time, tsab ntawv sau hnub tim 29 Lub Yim Hli tau qhia tias Rachel Levine, Tus Pabcuam Secretary ntawm US Department of Health thiab Human Services (HHS), tau xa tsab ntawv mus rau US Drug Enforcement Administration ( DEA).) Tus Thawj Kav Tebchaws Anne Milgram tau hu kom kho qhov kev faib tawm ntawm cov tshuaj maj raws li Txoj Cai Tswjfwm Ntiag Tug kom suav nrog nws ua Schedule III tshuaj.Qee cov xov xwm tau hais tias yog HHS qhov kev thov hloov pauv ntawm kev faib tawm tau txais yuav, nws yuav cim qhov kev hloov pauv loj ntawm cov yeeb tshuaj xas raws li cov tshuaj muaj kev pheej hmoo siab, thiab tshuaj maj yuav yog ib kauj ruam deb ntawm kev raug cai tag nrho.
Tsis tas li ntawd, raws li Tuam Tshoj Xov Xwm Kev Pabcuam, thaum Lub Yim Hli 16, lub sijhawm hauv cheeb tsam, German Tsoom Fwv Teb Chaws Txiaj Ntsig tau dhau qhov kev tsis sib haum xeeb los ua kom raug cai siv thiab cog cov tshuaj maj ua si, uas yuav xav tau kev pom zoo los ntawm tsoomfwv.Yog tias qhov kawg dhau lawm, daim nqi yuav yog ib qho ntawm feem ntau "liberal" daim nqi cannabis hauv Tebchaws Europe.
Raws li txoj cai so thoob ntiaj teb, kev ua lag luam rau cov khoom lag luam cannabis tau nce siab.Qhov tseeb kev lag luam hemp kev lag luam kwv yees Raws li kev txheeb xyuas ntawm Guoyuan Securities, kev lag luam hemp hais txog hemp nrog ib qhoTHChuab hwm coj concentration tsawg dua 0.3%.Nws tsis qhia txog kev puas siab puas ntsws thiab muaj cov ntsiab lus fiber ntau.Nws muaj ntau yam kev siv: noob, mosaics, nplooj, tawv ntoo, stems, thiab cov hauv paus hniav tuaj yeem siv tau.Hauv cov teb xws li textiles, zaub mov, tshuaj txhua hnub, thiab tshuaj, kev lag luam thoob ntiaj teb paub tab tau ntxiv cannabinoids, feem ntau CBD, rau ntau qhov kev thov.Nyob rau hauv cov nqe lus ntawm kev lag luam loj, nyob rau hauv nruab nrab cov kev xav, lub ntiaj teb no cannabis kev lag luam kev lag luam loj yuav nce mus rau US $ 58.7 billion los ntawm 2024, thiab CAGR los ntawm 2020 txog 2024 tuaj yeem ncav cuag 18.88%.Raws li cov ntaub ntawv tshawb fawb hauv paus, Asmeskas kev lag luam cannabis yuav muaj nqis txog US $ 100 nphom hauv 2022, thiab xav tias yuav ncav cuag US $ 200 nphom hauv 2027, thiab xav tias yuav nce ob npaug hauv tsib xyoos.Ntawm lawv, qhov nkag mus ntawm atomized marijuana hauv Tebchaws Meskas yog tsawg dua 5% hauv xyoo 2015, thiab yuav ncav cuag 25% hauv 2022. Raws li qhov kev loj hlob no, nws xav tias qhov nkag mus yuav ncav cuag 50% hauv 2027, thiab lub lag luam loj yuav ncav cuag 100 billion US dollars.
Ua ke nrog cov kev lag luam tshiab raug cai thoob ntiaj teb, kev lag luam thoob ntiaj teb vaping cannabis yuav tsum ncav cuag US $ 150 nphom hauv 2027.
Tau qhov twg los: Overseas Network, 2023 Rheinland Thawj Ib Daim Ntawv Qhia Ib Nrab Xyoo, Lanfu Nyiaj Txiag Network, Cog Extracts, Synthetic Biology Industry Network, Leading Showdown
Post lub sij hawm: Sep-13-2023
