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Zákon USA MORE plánuje legalizovať priemyselné konope a globálny dopyt po osvetlení rastlín je dobrý

Mar 31, 2022

Podľa správ z médií plánuje Výbor pre pravidlá Snemovne reprezentantov USA uskutočniť na budúci týždeň druhé hlasovanie o zákone o príležitostiach, reinvestíciách a výnimkách pre marihuanu (MORE). Zákon MORE, ktorý vypracoval predseda súdneho výboru Snemovne reprezentantov USA, má za cieľ odstrániť marihuanu z federálneho zoznamu kontrolovaných látok v USA, odstrániť trestné postihy s ňou spojené a podporiť sociálnu spravodlivosť v tomto odvetví. V súčasnosti 37 štátov, 4 územia a District of Columbia legalizovali marihuanu na lekárske účely, z ktorých 18 štátov, 2 územia a hlavné mesto legalizovali aj marihuanu na iné účely než-. Akcie priemyselného konope Clever Leaves, stimulované týmito správami, v piatok vzrástli o 143 percent.

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Zásoby priemyselného konope prudko stúpajú

Priemyselné konope označuje konope s hmotnostnou koncentráciou THC menšou ako 0,3 percenta, nevykazuje psychoaktívne vlastnosti a má vysoký obsah vlákniny; má široké využitie: semená, mozaikové listy, šupky, stonky a korene možno použiť v textíliách, potravinách, každodenných chemikáliách, medicíne a iných oblastiach, vyspelé zámorské trhy pridali kanabinoidy na báze CBD-do ďalších aplikačné scenáre.

Relevantné údaje počítajú zoznam akcií priemyselného konopného konceptu s medziročným{0}}rastom{1}}výkonnosti v roku 2021 a celkovo je na zozname 22 akcií. Najvyšší nárast čistého zisku zaznamenali akcie Kangenbei a Chengzhi, ktoré boli 350 percent a 201,35 percenta , a čistý zisk siedmich akcií vrátane Jifeng Technology a Harbin Pharmaceutical Co., Ltd. sa medziročne zdvojnásobil-od{{8 }}rok.

Some analysts pointed out that if the "MORE Act" is voted and signed by the president, the United States may become the third country to fully legalize marijuana after Uruguay and Canada. From the perspective of market size, under the neutral assumption, the market size of the global cannabis industry will increase to 370 billion by 2024, and the compound annual growth rate from 2020 to 2024 will reach 18.88 percent .

Spomedzi nich spoločnosť Rhine Biotech nedávno zverejnila pokrok v projekte výstavby priemyselného konope v USA. Po oznámení, že projekt dosiahne oficiálnu masovú produkciu pred 30. júnom 2022, Rhine Biotech zaznamenal 3 denné limity v priebehu 5 obchodných dní, s kumulatívnym nárastom o 32,64 percenta. Najnovšie akcie A Celková trhová hodnota je 6,133 miliardy juanov.

OIP

Priemyselné konope opäť poháňa dopyt po osvetlení rastlín

Priemyselné konope sa všestranne posilnilo-a dopyt po osvetlení rastlín sa musí opäť zvýšiť, pretože pestovanie v interiéri je v súčasnosti hlavným prúdom pestovania kanabisu v Spojených štátoch, čo je hnacou silou rastu osvetlenia rastlín dopyt.

Údaje ukazujú, že v porovnaní s tradičnými svetelnými zdrojmi majú LED diódy mnoho výhod, ako je vysoká účinnosť fotoelektrickej konverzie, jednoduché ovládanie a kombinácia spektra, malá veľkosť, dlhá životnosť a nízka spotreba energie.

V roku 2021 je celosvetový dopyt po LED lampách na osvetlenie rastlín 3,2 miliardy USD a do roku 2026 dosiahne 7 miliárd USD. Globálny trh na úrovni systémov osvetlenia rastlín v roku 2017 predstavuje len asi 3,8 miliardy USD; v roku 2027 rapídne vzrastie na 17 miliárd amerických dolárov so zloženou ročnou mierou rastu 16 percent; trh na úrovni zariadení LED je v roku 2017 iba 100 miliónov USD a v roku 2027 sa rozšíri na 700 miliónov USD; Miera rastu zlúčeniny dosiahla 21 percent.

Okrem toho, so zlepšovaním účinnosti LED svetla, neustálym znižovaním nákladov a podporou domácej a miestnej politiky pre digitálne a moderné poľnohospodárstvo, riešenia LED osvetlenia rastlín zohrali úlohu pri riešení vplyvu obmedzených zdrojov pôdy a nestabilnej klímy na poľnohospodárstva a stability úrody. Dôležitá úloha, obrovský priestor na rozvoj.


Výhody domáceho lídra v oblasti pohonu LED

Zásoby napájacích zdrojov v usporiadaní osvetlenia závodu zahŕňajú Songsheng Co., Ltd., Inventronics, Maoshuo, Netac Intelligent atď., ktoré ťažia z prepuknutia dopytu na trhu a hnacia sila sa rýchlo zvyšuje.

On March 26, LED drive power manufacturer Songsheng Co., Ltd. released its 2021 annual report. During the reporting period, both revenue and net profit increased year-on-year in 2020, and plant lighting revenue increased by 435.69 percent . In 2021, Songsheng Co., Ltd. achieved operating income of 1.1 billion yuan, an increase of 62.74 percent year-on-year in 2020; attributable to listed companies The net profit of shareholders was 129 million yuan, a year-on-year increase of 29.77 percent in 2020. As for the main reason for the growth in performance, Songsheng explained that the LED plant lighting drive power business, as one of the important strategic development directions of Songsheng, has become an important new growth point for the business development of Songsheng. In 2021, Songsheng's plant lighting LED drive power product revenue will be 446 million yuan, a year-on-year increase of 435.69 percent , driving the rapid growth of Songsheng's operating income during the reporting period.

Inventech has a first-mover advantage in the field of horticultural lighting, and has made arrangements in terms of technology, patents, intelligent interfaces, etc. in advance, especially in the aspects of systematic patents and product research and development. With the product planning and brand recognition advantages accumulated in the early stage, the company in the outbreak seized market opportunities, and the revenue in Europe and South America increased significantly year-on-year throughout the year. The 2021 semi-annual report shows that the company has a first-mover advantage in the field of plant lighting, and it is ahead of schedule in terms of technology, patents, and intelligent interfaces, especially in systematic patents and product development. The company's products are used in plant lighting. After the legalization of industrial hemp, Infinet also experienced an instantaneous daily limit. At present, Inventronics has provided LED drive power solutions for many plant factories in the United States, Europe, Asia, etc.

Maoshuo Power has vigorously developed high-power lighting drive products and actively entered the grow light drive market. For the field of plant lighting, the P1 and P1H series 320W-680W high-power drivers are released. According to the characteristics of plant lighting, special requirements are put forward in terms of function, life, and maintainability. One of the biggest highlights of this series of products is that the "hot swap" function has been added for the first time in the industry to realize online replacement and maintenance of plant growth lamp modules.

Netac Intelligent independently researches and develops power management system and central control system. The plant factory management system can be used for high economic crops and indoor vegetable and fruit planting industry. At present, the company's plant lighting products and plant factory management system have been recognized by some downstream customers. In the first half of 2021, its plant lighting achieved revenue of 107 million yuan, a year-on-year increase of 243 percent .


Priemysel naliehavo potrebuje priemyselné štandardy osvetlenia rastlín

Despite the rapid development of domestic plant lighting industry demand, compared with European and American countries, the lack of quality evaluation standards for greenhouse plant fill lights made it difficult for users to compare various lighting technologies, resulting in market confusion and hindering the development of the industry. The industry believes that the introduction and implementation of plant lighting industry standards will help accelerate the development of the industry. Previously, the "Technical Specifications for Quality Evaluation of Greenhouse Plant Fill Lights" organized by the Ministry of Agriculture and Rural Affairs of China was officially implemented, which standardized the performance indicators and testing methods for the quality evaluation of greenhouse plant fill lights. In terms of performance, the standard makes clear requirements for electrical characteristics, optical characteristics, and lifespan. This standard regulates industry technology research and development to a certain extent. At this stage, the Shenzhen Lighting and Display Engineering Industry Association and the Urban Agriculture Research Institute of the Chinese Academy of Agricultural Sciences jointly The group standard of "Technical Specifications for Crop Breeding Accelerator" has been openly solicited for the public, aiming to promote the overall leap of the whole innovation chain of "crop breeding plus plant lighting", optimize the industrial structure of the industry, and promote the high-level development of product quality in the industry. Relevant enterprises, institutions, colleges and other units actively participated.