Ke hoʻomau nei ʻo Wanye Logistics e hoʻonui: E lilo ia i IPO Cold Chain Logistics mua?

I ka pule i hala iho nei, ua ikaika loa ʻo Wanye Logistics, e komo ana i ka hui pū ʻana me ka mea hoʻolako lawelawe kaulahao "Yuncangpei" a me ka nui o nā huahana wai wai kūʻai pūnaewele "Huacai Technology."Ke manaʻo nei kēia mau hui e hoʻoikaika hou i nā lawelawe logistic chain diversified a Wanye ma o ka hui pū ʻana a me ka hoʻoikaika ʻenehana.

Ma ke ʻano he hōʻailona logistics kūʻokoʻa ma lalo o Vanke Group, ua uhi ʻo Wanye Logistics i kēia manawa he 47 mau kūlanakauhale nui a puni ka ʻāina, me ka ʻoi aku o 160 mau paka logistic a me kahi pā hale kūʻai ma mua o 12 miliona mau mika square.Hoʻohana ʻo ia i 49 mau paka logistic kaulahao kūikawā, ʻo ia ka mea nui loa ma ke ʻano o ka paena hale kūʻai anuanu ma Kina.

ʻO nā keʻena hale kūʻai ākea a ākea ka pono hoʻokūkū koʻikoʻi o Wanye Logistics, ʻoiai ʻo ka hoʻomaikaʻi ʻana i nā lawelawe lawelawe ʻo ia ka mea e manaʻo ai e hiki mai ana.

ʻO ka ulu ikaika ʻana i loko o nā loina huikau anuanu

Hoʻokumu ʻia ma 2015, ua mālama ʻo Wanye Logistics i ka ulu wikiwiki i nā makahiki i hala.Hōʻike nā ʻikepili i nā makahiki ʻehā i hala iho nei, ua loaʻa i ka loaʻa kālā o Wanye Logistics ka loaʻa ʻana o ka ulu ulu makahiki (CAGR) o 23.8%.ʻO ka mea kūikawā, ua ulu ka loaʻa kālā o ka ʻoihana kaulahao ma kahi CAGR kiʻekiʻe aʻe o 32.9%, me ka nui o ka loaʻa kālā he ʻekolu.

Wahi a ka ʻikepili mai ka National Development and Reform Commission, ua loaʻa i ka loaʻa kālā logistics ka ulu ʻana i kēlā me kēia makahiki he 2.2% i 2020, 15.1% i 2021, a me 4.7% i 2022. ʻO ka ulu ʻana o ka loaʻa kālā o Wanye Logistics i nā makahiki ʻekolu i hala. ua ʻoi aku ka nui ma mua o ka awelika o ka ʻoihana, hiki ke hoʻohālikelike ʻia i kāna kumu liʻiliʻi, akā ʻaʻole hiki ke hoʻohaʻahaʻa ʻia kona hiki ke hoʻomohala.

I ka hapa mua o kēia makahiki, ua loaʻa ʻo Wanye Logistics i ka loaʻa kālā o 1.95 biliona RMB, kahi hoʻonui makahiki o 17%.ʻOiai ua lohi ka ulu ʻana o ka ulu ʻana, ʻoi aku ka kiʻekiʻe ma mua o ka ulu ʻana o ka ʻāina ma kahi o 12%.ʻO nā lawelawe logistic kaulahao maʻamau o Wanye Logistics, ʻo ia hoʻi, ua ʻike i ka piʻi ʻana o ka loaʻa kālā he 30.3% i kēlā me kēia makahiki.

E like me ka mea i ʻōlelo ʻia ma mua, ʻo Wanye Logistics ka nui o ka nui o nā mea kūʻai aku ma Kina.Me nā pāka kaulahao hou ʻehā i wehe ʻia i ka hapa mua o ka makahiki, ʻo 1.415 miliona mau mika square ka huina o ka hale hoʻolimalima hale hoʻolimalima hale anuanu o Wanye.

ʻO ka hilinaʻi ʻana i kēia mau lawelawe logistic kaulahao he mea pono ia no Wanye, me ka hapalua makahiki o ka loaʻa kālā o 810 miliona RMB helu no 42% o ka huina kālā o ka hui, ʻoiai ʻo ka wahi hoʻolimalima he hoʻokahi hapaono wale nō o ka wahi hoʻolimalima o nā hale kūʻai maʻamau. .

ʻO ka pāka maʻa anuanu ʻo Wanye Logistics ʻo ia ka Shenzhen Yantian Cold Chain Park, kāna hale kūʻai anu i hoʻopaʻa mua ʻia.Uhi kēia papahana i kahi ʻāpana o 100,000 mau mika square a ua mālama ʻo ia i ka awelika o kēlā me kēia lā inbound volume o 5,200 pahu a me ka puka i waho o 4,250 pahu mai kona hoʻomaka ʻana i ka hana ma ʻApelila, e lilo ana ia i mea ʻoihana mahiʻai ikaika loa i ke kaulahao logistics hub ma Greater Bay Area. .

E hele i ka lehulehu?

Hāʻawi ʻia i kāna pālākiō, ʻoihana ʻoihana, a me nā pono, ʻo Wanye Logistics ka mea i mākaukau e komo i ka mākeke kapikala.Hōʻike nā lono o ka mākeke hou e hele aku ʻo Wanye Logistics i ka lehulehu a lilo ʻo ia i "ʻoihana logistic kaulahao mua" ma Kina.

Hoʻoulu ʻia ka manaʻo e ka hoʻonui wikiwiki ʻana o Wanye, e hōʻike ana i ka manawa pre-IPO.Eia kekahi, ʻo ka hoʻolauna ʻana i nā hoʻopukapuka A-round mai Singapore's GIC, Temasek, a me nā mea ʻē aʻe ma kahi o ʻekolu mau makahiki i hala aku nei e hōʻike ana i kahi pōʻai puka puka.

Eia kekahi, ua hoʻolilo ʻo Vanke ma luna o 27.02 biliona RMB pololei i kāna ʻoihana logistic, e lilo ana ia i mea hoʻopukapuka nui loa ma waena o kāna mau hui, akā me ka helu hoʻihoʻi makahiki ma lalo o 10%.ʻO kahi ʻāpana o ke kumu ka waiwai nui o nā papahana hoʻopaʻa anuanu logistic i ke kūkulu ʻia, e koi ana i ke kālā nui.

Ua hoʻomaopopo ʻo Vanke Pelekikena Zhu Jiusheng i kahi hālāwai hoʻokō ʻo ʻAukake "ʻoiai inā maikaʻi ka ʻoihana hoʻololi, hiki ke kaupalena ʻia kāna haʻawina i ka pae kālā a me nā loaʻa kālā."Hiki i ka mākeke kapena ke hoʻopōkole i ka pōʻai hoʻihoʻi no nā ʻoihana hou.

Eia kekahi, ua hoʻonohonoho ʻo Wanye Logistics i kahi "100 cold chain park" i 2021, ʻoi aku ka hoʻonui ʻana i ka hoʻopukapuka ʻana i nā kūlanakauhale koʻikoʻi.I kēia manawa, ʻoi aku ka liʻiliʻi o nā paka kaulahao ma Wanye Logistics ma mua o ka hapalua o kēia pahuhopu.ʻO ka hoʻokō wikiwiki ʻana i kēia hoʻolālā hoʻonui e pono ai ke kākoʻo o ka mākeke kapikala.

I ka ʻoiaʻiʻo, ua hoʻāʻo ʻo Wanye Logistics i ka mākeke kapikala ma Iune 2020, e hoʻopuka ana i kāna quasi-REITs mua ma ka mākeke Shenzhen Stock Exchange, me kahi pānaʻi haʻahaʻa o 573.2 miliona RMB akā nā hopena inoa inoa maikaʻi, e huki ana i nā hoʻopukapuka mai nā hui e like me China Minsheng Bank, Industrial. Bank, China Post Bank, a me Kina Merchants Bank.Hōʻike kēia i ka ʻike mua ʻana o ka mākeke o kāna mau hana waiwai o ka paka logistic.

Me ka hoʻonui ʻana i ke kākoʻo ʻāina no nā REIT i nā makahiki i hala iho nei, hiki i nā papa inoa REIT ākea no nā paka ʻoihana a me nā logistic hale kūʻai ke ala kūpono.Ma kahi hōʻike hōʻike ma Malaki o kēia makahiki, ua hōʻike ka hoʻokele Vanke ua koho ʻo Wanye Logistics i nā papahana waiwai ma Zhejiang a me Guangdong, e uhi ana ma kahi o 250,000 square meters, i waiho ʻia i nā Komisina Hoʻomohala a me Reform, me ka hoʻopuka ʻana o REIT i manaʻo ʻia i loko o ka makahiki.

Eia naʻe, ke kuhikuhi nei kekahi poʻe loiloi ʻaʻole lawa ka hoʻomākaukau ʻana o Wanye Logistics no ka papa inoa ʻana, me kāna mau loaʻa mua o ka papa inoa ʻana a me ka pālākiō e waiho mau ana ma hope o nā pae kiʻekiʻe o ka honua.ʻO ka mālama ʻana i ka ulu ʻana he hana koʻikoʻi ia no Wanye i ka wā e hiki mai ana.

Kūlike kēia me ke kuhikuhi hoʻomohala maʻalahi o Wanye Logistics.Ua hoʻopuka ʻo Wanye Logistics i kahi kumu hoʻolālā: Wanye = base × service^technology.ʻOiai ʻaʻole maopopo ka manaʻo o nā hōʻailona, ​​ʻo nā huaʻōlelo e hōʻike ana i kahi ʻoihana waihona waiwai-centric a me nā mana lawelawe lawelawe kākoʻo ʻenehana.

Ma ka hoʻoikaika mau ʻana i kāna kumu a me ka hoʻonui ʻana i nā hiki lawelawe, ʻoi aku ka maikaʻi o ka Wanye Logistics i ka hoʻokele ʻana i ka pōʻai ʻoihana o kēia manawa o ka emi ʻana o ka loaʻa kālā a me ka haʻi ʻana i kahi moʻolelo koʻikoʻi i ka mākeke kapikala.


Ka manawa hoʻouna: Jul-04-2024