Mu kwezi gushize, bitewe n’inyandiko zasohowe na Minisiteri y’Ubuzima n’Amerika ishinzwe ubuzima muri Amerika ndetse n’umuyobozi mukuru wa Sena ya Leta zunze ubumwe za Amerika Schumer mu cyumweru gishize cy’amategeko aherutse kwibanda kuri iki gitekerezo, urwego rw’inganda z’inganda muri Amerika rwakomeje kwiyongera cyane kuri uyu wa mbere.Ubwiyongere bwa Canopy bwafunze 81.37%, Urumogi rwa Aurora rwazamutseho 72.17%, naho ubundi imigabane myinshi yimirenge hamwe na ETF nayo yagize ubwiyongere bwimibare ibiri (Ishusho 1).
Nyuma y’izamuka ry’imigabane yo muri Amerika ku wa mbere, imigabane ijyanye n’imyumvire y’inganda ku isoko rya A-imigabane, yari imaze igihe kinini idasinziriye, nayo yashyizeho umuvuduko wa buri munsi.Uyu munsi, icyerekezo cya A-imigabane yinganda za Rheinland Biotech, Tonghua Jinma, na Dezhan Health byafunzwe ku munsi wabo wa buri munsi, hamwe n’imigabane nka Fuan Pharmaceutical, Hanyu Pharmaceutical, Longjin Pharmaceutical, na Shunhao Holdings mu binjiza amafaranga menshi (Ishusho 2)!
Igicapo 1 Kwiyongera Mububiko bwurumogi rwinganda muri Amerika
Igicapo 2 Iterambere ryikura rya A-umugabane winganda zinganda
Ubushinwa nigihugu kinini mukuzamura inganda zinganda.Kugeza ubu, ibigo bimwe byagura byimazeyo imishinga ijyanye ninganda mu mahanga.Fata urugero rwa Rhine Biotech:
Rhine Biotechnology ikora cyane cyane mubijyanye no gukuramo ibimera bikora kandi ni isosiyete ya mbere yashyizwe ku rutonde mu nganda zikura mu gihugu.Kugeza ubu, uruganda rwateje imbere ibicuruzwa bisaga 300 bisanzwe bikuramo ibihingwa, birimo imbuto z’abihaye Imana, ibivamo imbuto za stevia, ibimera biva mu nganda, icyayi n’ibindi byita ku buzima ndetse n’ibikomoka ku ruhu.
Rheinland Biotech yafunzwe kumunsi ntarengwa, igiciro cyo gufunga 8.12.Umugabane wageze ku mbibi za buri munsi saa 9:31 ufungura imipaka ya buri munsi inshuro 5.Kugeza ku giciro cyo gufunga, amafaranga yo gufunga yari miliyoni 28.1776 yu, angana na 0,68% y’agaciro kayo ku isoko.
Ku bijyanye n’imibare y’imari shingiro ku ya 12 Nzeri, iyinjira ry’amafaranga y’ibanze yari miliyoni 105 Yuan, bingana na 17.38% by’amafaranga yose y’ubucuruzi, amafaranga yaturutse hanze y’amafaranga ashyushye yari miliyoni 73.9481, angana na 12.19% y’amafaranga yose; ingano yubucuruzi, hamwe n’amafaranga yinjira mu bicuruzwa byari miliyoni 31.4218 Yuan, bingana na 12.19% yubucuruzi bwose.Igicuruzwa ni 5.18%.
Igishushanyo cya 3 Rheinland Biotech iheruka kugereranya ibiciro byimigabane
Amateka yingenzi yiterambere ryubucuruzi bwurumogi
Mu 1995, uwabanjirije Rhine Biotech yateje imbere umusaruro wa Luo Han Guo hamwe n’ibiti by’ibabi bya Ginkgo maze yubaka uruganda arushyira mu musaruro.Nyuma yimyaka itanu, Rhine Biotech yanditswe kumugaragaro.Nyuma yimyaka irindwi, Rhine Biotech yashyizwe ku isoko ryimigabane rya Shenzhen.
Ishami ry’Amerika y'Amajyaruguru n’ishami ry’iburayi rya Rheinland ryashinzwe mu 2011 na 2016.
Muri Gicurasi 2019, iyi sosiyete yatangaje ko iteganya gushora imari mu iyubakwa ry’umushinga w’inganda muri Amerika, ufite ubwubatsi bwa toni 5.000 z’ubushobozi bwo gutunganya ibikoresho bibisi ku mwaka.Ibicuruzwa bijyanye numushinga birashobora gukoreshwa mubice byinshi nko kuvura, kongeramo ibiryo, kwisiga, hamwe nibikoresho byamatungo.Impamvu Rheinland Biotech yahisemo gushinga ishami ry’Amerika no gushinga uruganda rwa CBD muri 2019 ni ukubera ko nubwo ikivuguto cy’inganda gifite ibyifuzo byinshi, kwemerera isoko ni bike kandi kugenzura birakomeye.Muri 2018 ni bwo uruhushya rwo gusaba rwa mbere rwabonetse muri Amerika., Rheinland Biotech inganda zinganda zinganda zari kare.Nyuma yo kwemezwa,CBDyakoreshejwe bwa mbere mu kugabanya amaganya, kubura ibitotsi n'ububabare budashira.
Ku gicamunsi cyo ku ya 28 Kamena 2022, Rheinland Biotech yatangaje ko umushinga w’isosiyete ikomoka mu nganda zo muri Amerika ziva mu nganda n’umushinga w’ubwubatsi bwo mu nganda (bivuze ko ari umushinga w’inganda) watsinze kandi ugasuzumwa na guverinoma ya Leta ya Indiana n’abandi bantu, kandi yakoze ibinini binini byo kugaburira Umusaruro winjiye kumugaragaro umusaruro mwinshi.Isosiyete yavuze ko iteganya ko ishoramari ryose muri uyu mushinga rizagera kuri miliyoni 80 USD.
Ku ya 22 Werurwe 2022, isosiyete yavuze mu bushakashatsi ko amasezerano y’ingengabihe y’inganda yasinywe muri iki gihe ahanini agamije gutunganya toni 227 z’ibikoresho fatizo by’inganda mu izina ry’umukiriya.Byabanje kugereranywa ko amafaranga yo gutunganya aya masezerano azaba ari hagati ya miliyoni 2.55 US $ na miliyoni 5.7 US $.Mu yandi magambo, amafaranga yo gutunganya ikigo kuri buri toni y’ibikoresho fatizo by’inganda biteganijwe ko arenga 10,000 $ US.Ugereranije nigiciro cyo kugurisha kiriho cyaCBDibicuruzwa biva mu isoko ry’Amerika, amafaranga ava muri iki kigo atunganya ntabwo ari munsi y’amafaranga ava mu bucuruzi bw’inganda zikuramo inganda.Isosiyete yizera ko isoko iriho ubu ikomeje kugira imyumvire myiza kandi yizeye ku nganda zikomoka ku nganda, kandi icyifuzo gikomeje kubaho.
Ku ya 28 Kamena 2022, isosiyete yatangaje ko umushinga wa CBD wo muri Amerika watsinze kandi ugasuzumwa na guverinoma ya leta ya Indiana ndetse n’abandi bantu batatu, kandi ko wakoze umusaruro munini kandi winjira ku mugaragaro.Isosiyete iteganya ko ishoramari ryose muri uyu mushinga rizagera kuri miliyoni 80 z'amadolari ya Amerika, kandi rikazabona gukuramo no gukora mu buryo bwikora.Yashyizwe ku rutonde nk'umushinga wo kwerekana mu rwego rwo gucukura amahembe y'inganda muri Amerika na Leta ya Indiana.Muri icyo gihe, Hemprise yashyizeho ikigo cy’ubushakashatsi n’iterambere ry’inganda kugira ngo gikore ubushakashatsi n’iterambere ry’ikoranabuhanga, ikoreshwa hamwe n’ibicuruzwa biva mu nganda.Isosiyete yita iki kigo ikigo kinini cyo gukuramo inganda zikoreshwa mu nganda muri Amerika.
Ku ya 8 Kanama 2022, isosiyete yavuze mu bushakashatsi ko muri iki gihe hari imishinga myinshi y’inganda zikoreshwa mu biganiro.Gushyira umukono ku nama nkuru y’ubufatanye bw’abakiriya mu nganda zikuramo ibihingwa bizaba birimo ubugenzuzi bw’uruganda n’izindi ntambwe.Muri icyo gihe, isosiyete nayo yihutisha gusaba impamyabumenyi ijyanye n’inganda., muri rusange birashobora gufata amezi agera kuri 3, bityo bizatwara igihe runaka kugirango ugere kubufatanye busanzwe.Turizera ko abashoramari bazategereza bihanganye.Niba isosiyete isinyanye amasezerano yingenzi, izatangazwa hakurikijwe amabwiriza.Amasezerano agamije gutunganya yashyizweho umukono muri Werurwe ahanini ni ukubera ko ubufatanye mugutunganya ibyiciro byambere byinganda bifasha mugutezimbere ikirangantego cya Rhine Biotech inganda, kandi inyungu zubufatanye ni nziza.Ukurikije icyiciro kigezweho, ni byiza guhitamo.Nyamara, isosiyete izakomeza gushyira uruganda rukora inganda zikomoka ku nganda nkuruganda rwigenga rutunganya ejo hazaza kandi rwibande ku bicuruzwa byarwo.
Ku ya 26 Kanama 2022, isosiyete yatangaje mu bushakashatsi yavuze ko umushinga w’inganda z’inganda muri uyu mwaka wizeye kuzagera ku nyungu zingana na miliyoni nyinshi z’amadolari y’Amerika cyangwa miliyoni icumi z’amadolari y’Amerika kugira ngo ugere ku ntego yo gucika nubwo bitagize ingaruka ku isosiyete. imikorere muri rusange.Gahunda y'ingenzi y'akazi mu gice cya kabiri cy'uyu mwaka ni ugushiraho urufatiro rukomeye rw'imikorere y'umushinga wose w'inganda.Kuruhande rwumusaruro, dukwiye gukora akazi keza mubyemezo bya GMP byuruganda, kugenzura ubushobozi bwa QA na QC, no kwemeza ko ibicuruzwa (igipimo cyo gutunganya ibicuruzwa, ibicuruzwa), nibindi bimeze neza;kuruhande rwo kugurisha, dukwiye gukora akazi keza mukubaka itsinda ryabacuruzi, kumva ibyo abakiriya bakeneye no kohereza ingero, kandi tugira uruhare rugaragara mumurikagurisha kugirango dutezimbere amasoko neza, nibindi. Kugeza ubu, turimo kuganira nabakiriya bashya 4-5, harimo abakiriya baturuka muri Tayilande n'ahandi.
Ku ya 1 Nzeri 2022, isosiyete yavuze mu bushakashatsi ko umushinga wo gukuramo inganda zikoreshwa mu nganda zashyizwe ku rutonde rw’ishoramari rifatika.Inganda zari zikiri mu ntangiriro, bityo uruganda ntirwashyizeho intego isobanutse yinjira muri uyu mushinga.Kuva umusaruro rusange ku mugaragaro ku ya 28 Kamena uyu mwaka, uruganda rwakoraga neza, kandi ibipimo ngenderwaho byingenzi nkibicuruzwa biva muri iki cyiciro ni byiza kuruta uko byari byitezwe, byerekana ko gukemura hakiri kare n’indi mirimo byagize akamaro, ku rugero runaka bizafasha kugumya inyungu yubucuruzi mugihe kizaza.Inshingano zitsinda ryinganda zinganda muri Reta zunzubumwe zamerika muri uyumwaka zirimo kwemeza impamyabumenyi yu ruganda GMP, kwakira igenzura ryabatanga abakiriya, ubushakashatsi ku isoko, kugura ibikoresho fatizo, no gushaka ubufatanye burambye kandi buhamye hamwe nabakiriya bakomeye, nibindi. Abakoresha ibimera biva mu nganda bafite urwego rwo hejuru rwuzuzanya nabakiriya basanzwe.
Ku ya 9 Ugushyingo 2022, isosiyete yavuze mu bushakashatsi ko uruganda rukora inganda zikomoka ku nganda zimaze kugaburira ibikoresho byo kuvoma, kandi umushinga ukora bisanzwe nk'uko byari byateganijwe.Kugeza ubu, isosiyete yibanda cyane cyane ku cyemezo cy’uruganda rwa GMP, guteza imbere isoko, kugenzura uruganda rw’abakiriya, kugura ibikoresho fatizo, n'ibindi. Ku bijyanye n’akazi, imishyikirano y’abakiriya igamije ahanini abakiriya ba Amerika y'Amajyaruguru.Ubucuruzi bwo gukuramo uruganda ni TOB, kandi ibiganiro byubucuruzi birimo ibintu byinshi.Kubwibyo, bisaba igihe runaka kugirango ugere kubufatanye, kandi birasaba kandi inzira kuva muruganda rushyirwa mubikorwa kugeza kurekura ubushobozi.
Ku ya 2 Gashyantare 2023, isosiyete yavuze mu bushakashatsi ko ubucuruzi bw’inganda z’inganda mu 2023 buzibanda ku kwagura abakiriya.Ubuyobozi bwatanze kandi akazi gakomeye.Itsinda rya Hemprise rigomba gukurikiranira hafi ubushakashatsi bwabakiriya no gutezimbere no gupima icyitegererezo, kandi bagakora ibishoboka byose kugirango bateze imbere ubufatanye nabakiriya.Isosiyete ishyira uruganda rukuramo inganda nkinganda zigenga zitunganya, yibanda kubicuruzwa byayo.Ushobora kuba warabonye amasezerano yo gutunganya amasezerano yashyizweho umukono nisosiyete.Yashyizweho umukono ahanini kubera ko yizeraga ko ubufatanye mu gutunganya amasezerano mu cyiciro cya mbere cy’inganda bwagira uruhare mu kuzamura ubucuruzi, kandi ko ubwo bufatanye bwari amahitamo meza mu ntangiriro yo guteza imbere imishinga.
Ku ya 21 Gashyantare 2023, isosiyete yizeye ubushakashatsi ko kuva umwaka ushize, igiciro cy’ibicuruzwa biva mu nganda byagabanutse munsi y’ingutu.Irashobora kubarwa hejuru yimbere kuva kugurisha kugurisha.Nyuma yo gukuramo ibiciro byinganda, ibiciro byubwikorezi, ibiciro byamasoko, nibindi bivuye kubiciro byubu, ibiciro byibanze bisigaye bimaze kuba munsi yumurongo wanyuma wibiciro byabahinzi.Kugabanuka kw'ibiciro fatizo bizagira ingaruka ku buryo butaziguye Abahinzi bashishikajwe no guhinga, itangwa riragabanuka, kandi impinduka z’ubunini bwo hejuru ndetse n’ibiciro biteganijwe ko bizatuma ibiciro biva mu nzira izamuka kandi inganda zikongera kwinjira mu cyiciro gishya.Kubwibyo, isosiyete yizera ko igiciro cyibicuruzwa biriho ubu kidashoboka.Impamvu nyamukuru yatumye ibiciro bigabanuka muri iki gihe ni uko isoko ryateye imbere cyane mu myaka mike ishize, hamwe n’ubushobozi bw’umusaruro mwinshi hamwe n’ibarura ry’inganda, bikaba birenze kure cyane ibyari byitezwe ko izamuka ry’ibiciro bikomoka ku isoko, amaherezo bigatuma ibiciro by’isoko biri hasi.
Raporo ngarukamwaka ya Rheinland Biotechnology mu gice cya mbere cy'uyu mwaka, iyi sosiyete yashyizeho icyerekezo cy'iterambere cyibanda ku binyabuzima ngengabuzima kandi bizarushaho kongera ishoramari bijyanye na biologiya.Intego ni ugushiraho uburyo bwiterambere aho inzira ebyiri za tekiniki zo gukuramo kamere na biosynthesis biguruka hamwe., kurushaho kunoza matrix yibicuruzwa, no gushimangira byimazeyo ubushobozi bwikigo cyongerera ubushobozi ibicuruzwa binyuze mumasoko y'ibicuruzwa hamwe na serivisi yihariye yo gukemura.
o Ibinyabuzima bya Rheinland (002166) byafunguwe mugitondo ku ya 19 Kamena 2023 kandi bihita bifunga imipaka ya buri munsi kugeza birangiye.Amaherezo yarangije gufungwa 8, hamwe nisoko ryanyuma rya miliyari 5.9.Nk’uko byatangajwe n’uru ruganda, iyi sosiyete iherutse gusinyana amasezerano y’ubufatanye na dsm-firmenich (DSM-Firmenich) mu myaka itanu iri imbere.Amafaranga yinjiza muri aya masezerano ni miliyoni 840 US $, naho intego ntarengwa yo kwinjiza ni miliyoni 680 USD.Amasezerano Manda ni imyaka 5.
Impamvu nyamukuru zitera kwiyongera vuba kwisoko ryurumogi
Nk’uko ikinyamakuru Wall Street News kibitangaza ngo ku wa gatatu, tariki ya 30 Kanama, mu Burasirazuba, ibaruwa yo ku ya 29 Kanama yerekanaga ko Rachel Levine, umunyamabanga wungirije w’ishami ry’ubuzima muri Leta zunze ubumwe z’Amerika (HHS), yoherereje ibaruwa ikigo gishinzwe kurwanya ibiyobyabwenge muri Amerika ( DEA).) Komiseri Anne Milgram yasabye ko hahindurwa urwego rwa marijuwana hashingiwe ku itegeko rigenga ibiyobyabwenge kugira ngo bishyirwe mu biyobyabwenge.Ibitangazamakuru bimwe byavuze ko niba HHS isabwa guhindura ibyiciro byemejwe, bizagaragaza impinduka nini mu rwego rwa marijuwana nk'ibiyobyabwenge bishobora guteza ibyago byinshi, kandi marijuwana izaba intambwe imwe yo kwemerwa burundu.
Byongeye kandi, nk'uko ibiro ntaramakuru by'Ubushinwa bibitangaza, ku ya 16 Kanama, ku isaha yo mu karere, Inama y'Abaminisitiri y’Ubudage yemeje umushinga utavugwaho rumwe wo kwemeza ikoreshwa ry’ibihingwa bya marijuwana y’imyidagaduro, bizasaba ko inteko ishinga amategeko ibyemeza.Nibiramuka byemejwe, umushinga w'itegeko uzaba umwe mu mishinga y'urumogi “yisanzuye” mu Burayi.
Mugihe politiki iruhuka kwisi yose, isoko ryibicuruzwa byurumogi riragenda ryiyongera.Iterambere ry’isoko ry’inganda riheruka Nkuko bigaragazwa n’isesengura rya Guoyuan Securities, ikivuguto cy’inganda bivuga ikivuguto hamwe na aTHCimbaga nyamwinshi iri munsi ya 0.3%.Ntabwo yerekana ibikorwa bya psychoactive kandi ifite fibre nyinshi.Ifite uburyo butandukanye bwo gukoresha: imbuto, mozayike, amababi, ibishishwa, ibiti, n'imizi birashobora gukoreshwa.Mubice nkimyenda, ibiryo, imiti ya buri munsi, nubuvuzi, amasoko akuze mumahanga yongeyeho urumogi, cyane cyane CBD, muburyo bwinshi bwo gusaba.Ukurikije ingano y’isoko, ukurikije ibitekerezo bitabogamye, ingano y’isoko ry’urumogi ku isi iziyongera kugera kuri miliyari 58.7 z’amadolari ya Amerika mu 2024, naho CAGR kuva 2020 kugeza 2024 irashobora kugera kuri 18.88%.Nk’uko imibare y’ubushakashatsi bwibanze ibigaragaza, isoko ry’urumogi muri Amerika rizaba rifite agaciro ka miliyari 100 z'amadolari ya Amerika mu 2022, bikaba biteganijwe ko rizagera kuri miliyari 200 z'amadolari ya Amerika mu 2027, bikaba biteganijwe ko rizikuba kabiri mu myaka itanu.Muri bo, igipimo cyo kwinjira muri marijuwana ya atome muri Amerika nticyari munsi ya 5% muri 2015, kikaba kizagera kuri 25% mu 2022. Ukurikije iri terambere ry’iterambere, biteganijwe ko umubare w’abinjira uzagera kuri 50% mu 2027, kandi ingano y'isoko izagera kuri miliyari 100 z'amadolari y'Amerika.
Hamwe n’amasoko mashya yemewe ku isi, isoko ry’urumogi ku isi riteganijwe kugera kuri miliyari 150 z'amadolari ya Amerika mu 2027.
Inkomoko: Umuyoboro wo mu mahanga, 2023 Rheinland Igice cya mbere cya buri mwaka Raporo, Umuyoboro w’Imari wa Lanfu, Ibikomoka ku bimera, Urusobe rw’ibinyabuzima rwa Sintetike, Urutonde rwambere
Igihe cyo kohereza: Nzeri-13-2023
