Kuthekera kopanga magulovu otayika kwasinthidwa kupita ku China

Pamene mliri wadzetsa kuzindikira kwa anthu za chitetezo cha chitetezo ndi kusintha kwa makhalidwe, mafakitale ena osadziwika pang'onopang'ono akulowa m'maso mwa anthu, makamaka osunga ndalama. Makampani opanga ma glovu otetezedwa ndi amodzi mwa iwo, kamodzi pa msika waukulu. Kutentha kwambiri.

Pankhani ya kudalirana kwapadziko lonse komanso kukhazikika kwa kupewa ndi kuwongolera miliri, kukwera kwa kufunikira kwanthawi yayitali komanso kufunikira kwanthawi yayitali komwe kukuyembekezeredwa kukubweretsa kusintha kwakukulu pamakampani opanga ma gulovu otayika padziko lonse lapansi. Kodi makampani opanga ma gulovu otayika akusintha bwanji? Kodi m'tsogolomu anthu adzagwiritsa ntchito ndalama zingati? Kodi tsogolo la bizinesi yogulitsa ma gulovu otayika ali kuti m'gawo lazachipatala?

1

Magolovesi amafuna

Zochuluka kuposa kale kufalikira

Mu 2020, makampani opanga ma glovu otayika m'nyumba adapanga nthano yoti achita bwino kwambiri pa nthawi ya mliri, ndipo ogulitsa magulovu ambiri otayika adapanga ndalama zambiri. Kulemera kwakukulu kumeneku kunapitirira mpaka chaka chino. Deta ikuwonetsa kuti m'gawo loyamba la 2021, pakati pa makampani 380 A-share opanga mankhwala ndi zida zamankhwala, zopindulitsa 11 zidaposa 1 biliyoni ya yuan. Pakati pawo, Intech Medical, mtsogoleri wamakampani opanga ma gulovu otayika, ndiwopambana kwambiri, akupeza phindu la yuan biliyoni 3.736, kuwonjezeka kwa chaka ndi 2791.66%.

Pambuyo pa kufalikira kwa mliri watsopano wa chibayo cha korona, kufunikira kwapadziko lonse kwa magolovesi otayika kwakula. Malinga ndi data yochokera ku General Administration of Customs of China, kuchuluka kwa magolovesi otayika mu 2020 kudzakwera kuchoka pa 10.1 biliyoni pamwezi m'miyezi iwiri yoyambirira mliriwu usanachitike mpaka 46.2 biliyoni pamwezi (November wa chaka chomwecho), chiwonjezeko. pafupifupi nthawi 3.6.

Chaka chino, pamene mliri wapadziko lonse ukupitilirabe komanso mitundu yosinthika, chiwerengero cha matenda chakwera kuchoka pa 100 miliyoni kumayambiriro kwa chaka kufika pa 200 miliyoni m'miyezi 6 yokha. Malinga ndi ziwerengero za World Health Organisation, pofika pa Ogasiti 6, 2021, kuchuluka kwa anthu omwe apezeka ndi chibayo chatsopano padziko lonse lapansi chaposa 200 miliyoni, zomwe ndi zofanana ndi munthu m'modzi mwa anthu 39 padziko lapansi omwe ali ndi kachilombo katsopano. chibayo chapamtima, ndipo gawo lenileni likhoza kukhala lalikulu. Mitundu yosinthika ngati Delta, yomwe ndi yopatsirana kwambiri, ikubwera mwamphamvu ndipo yafalikira kumayiko ndi zigawo 135 munthawi yochepa.

Pankhani ya kukhazikika kwa kupewa ndi kuwongolera miliri, kulengeza kwa mfundo zoyenera za anthu kwachulukitsa kufunikira kwa magolovesi otayika. National Health and Family Planning Commission of China idapereka "Technical Guidelines for the Prevention and Control of Novel Coronavirus Infection in Medical Institutions (Kope Loyamba)" mu Januwale chaka chino, kufuna kuti ogwira ntchito zachipatala azivala magolovesi otaya pakafunika; Unduna wa Zamalonda wapereka malangizo oletsa ndi kuwongolera mliri wa mliri: Anthu ogwira ntchito m'malo ogulitsira, masitolo akuluakulu kapena m'misika yazaulimi ayenera kuvala masks ndi magolovesi popereka zinthu kwa makasitomala ...

Zomwe zikugwirizana zikuwonetsa kuti ndikusintha kwapang'onopang'ono kwa anthu kuzindikira zachitetezo chaumoyo ndi zizolowezi zamoyo, kufunikira kwa magolovesi otaya tsiku ndi tsiku kukuchulukiranso. Padziko lonse lapansi, msika wamagetsi otayika ukuyembekezeka kufika 1,285.1 biliyoni pofika 2025, ndikukula kwapachaka kwa 15.9% kuyambira 2019 mpaka 2025, kupitilira kukula kwa 8.2% kuyambira 2015 mpaka 2019 zaka zisanachitike.

Chifukwa cha kukwera kwa moyo komanso kuchuluka kwa ndalama za anthu m'maiko otukuka, komanso malamulo okhwima azaumoyo, mu 2018, kutengera United States mwachitsanzo, kugwiritsa ntchito magolovesi otayika mdziko muno kwafika 250 zidutswa / munthu / chaka; pa nthawiyo, China kamodzi The munthu kumwa magolovesi kugonana ndi 6 zidutswa/munthu/chaka. Mu 2020, chifukwa cha zovuta za mliriwu, kugwiritsa ntchito magolovesi otayika padziko lonse lapansi kudzakwera kwambiri. Ponena za kafukufuku wamakampani omwe akuyembekezera zam'tsogolo, kugwiritsa ntchito magolovesi otayika ku United States ndi 300 ma pairs/munthu/chaka, ndipo magulovu otayika pa munthu aliyense ku China ndi 9 awiriawiri/munthu. / Chaka.

Odziwa zamakampani anena kuti chifukwa chakukula kwachuma, kukwera kwa chiwerengero cha anthu komanso kudziwa zambiri zachitetezo chaumoyo, mayiko omwe akutukuka kumene akuyembekezeka kuwona kukula kwa kagwiritsidwe ntchito ka ma glovu pakanthawi kochepa mpaka pakati. M'mawu ena, kufunikira kwapadziko lonse kwa magolovesi otayika sikufika padenga, ndipo pali malo okulirapo mtsogolomo.

2

Mphamvu yopangira ma gulovu

Kusamutsa kuchokera ku Southeast Asia kupita ku China

Mtolankhaniyo adafufuza zambiri zapagulu ndipo adapeza kuti malinga ndi kugawa kwamakampani, ogulitsa magulovu odziwika kwambiri padziko lonse lapansi akukhazikika ku Malaysia ndi China, monga Top Gloves, Intech Medical, He Tejia, High Yield Qipin, Blue Sail Medical, etc. .

M'mbuyomu, opanga magulovu a latex ndi magolovesi a nitrile adakhazikika ku Malaysia, ndipo ogulitsa magalasi a PVC (polyvinyl chloride) anali ku China. M'zaka zaposachedwa, pamene makampani a petrochemical m'dziko langa akukula, kuchuluka kwa magulovu a nitrile kwawonetsa kusintha pang'onopang'ono kuchokera ku Southeast Asia kupita ku China. Malinga ndi omwe ali mkati mwamakampani, kupanga mzere wapamwamba wopanga ma glovu ndizovuta ndipo kumakhala ndi nthawi yayitali. Nthawi zambiri, nthawi yomanga magulovu a PVC otayika amatenga pafupifupi miyezi 9. Pamzere wopangira ma gulovu a nitrile omwe ali ndi luso lapamwamba kwambiri, ndalama zomwe zimagwiritsidwa ntchito pamzere umodzi zitha kupitilira yuan miliyoni 20, ndipo gawo loyamba lopanga limatenga miyezi 12 mpaka 18. Zopangira zazikuluzikulu ziyenera kuyika ndalama zosachepera 10 zopangira, iliyonse ili ndi mizere yopangira 8-10. Zidzatenga zaka zoposa 2 mpaka 3 kuti maziko onse amalize ndikuyamba kugwira ntchito. Poganizira za mtengo wa mzere wopanga PVC, ndalama zonse zimafunikira ndalama zosachepera 1.7 biliyoni mpaka 2.1 biliyoni. RMB.

Chifukwa cha mliriwu, ndizovuta kwambiri kwa ogulitsa aku Southeast Asia kuti awonetsetse kupanga mosalekeza komanso kokhazikika kwa magolovesi otayika pamizere yawo yopanga. Kuchepa kwa nthawi yayitali komanso yapakatikati sikungapeweke, ndipo kusiyana kwa msika wapadziko lonse lapansi kukukulirakulira. Chifukwa chake, olowa m'mafakitale amakhulupirira kuti magolovesi otayika a nitrile aku China adzaza kusiyana kumeneku, ndipo phindu laopereka magulovu am'nyumba a nitrile adzathandizidwa kwakanthawi.

Malinga ndi zomwe opanga magulovu otayika m'nyumba, chiwongola dzanja chokweza mphamvu m'zaka ziwiri zapitazi chikupitilira kukwera. Potengera momwe zinthu ziliri pano, m'gulu lamakampani otsogola otayidwa m'nyumba, Intech Medical ndi omwe amapanga ndalama zambiri padziko lonse lapansi. Kampaniyi ili ndi maziko atatu opangira magolovu ku Zibo, Qingzhou ndi Huaibei m'dziko lonselo. Masiku angapo apitawo, poyankha mafunso okhudza ngati mphamvu yopangira Intech Healthcare ikukula mofulumira kwambiri, Liu Fangyi, tcheyamani wa kampaniyo, adanenapo kuti "kuthekera kwapamwamba kwambiri sikudzakhala kochuluka." Kuchokera pamalingaliro apano, ndikukhazikitsa kokhazikika kwa mphamvu zopanga, Intech Medical ili ndi mwayi wolanda gawo la msika m'tsogolomu. Lipoti la Southwest Securities Research Report likuwonetsa kuti pofika kotala yachiwiri ya 2022, mphamvu zopangira magalavu a Intech Medical disposable pachaka zidzafika 120 biliyoni, zomwe ndi pafupifupi 2.3 kuchuluka kwapachaka komweku. "Ndalama zenizeni" zomwe zidapangidwa panthawi ya mliriwu zakhala maziko azachuma a kampaniyo kuti awonetsetse kuti ntchito yopititsa patsogolo ntchito ikukwaniritsidwa bwino.

Ndizofunikira kudziwa kuti, malinga ndi lipoti lapachaka la Ingram Medical la 2020, ndalama zonse za kampaniyo kuchokera ku ntchito zogwirira ntchito zinali 8.590 biliyoni ya yuan, pomwe ndalama zandalama zinali zokwera kwambiri mpaka 5.009 biliyoni; mu lipoti la kotala la chaka chino, ndalama zonse za kampani kuchokera ku ntchito zogwirira ntchito zinali yuan biliyoni 3.075. Yuan, kuwonjezereka kwa chaka ndi chaka ka 10, panthawi yopereka lipoti, ndalama zandalama zinali zokwana 7.086 biliyoni yuan, kuwonjezeka kwa 8.6 nthawi yomweyi chaka chatha.

3

Chinsinsi cha phindu

Onani luso lowongolera mtengo

Kutha kuwongolera mtengo ndi chimodzi mwazinthu zazikulu zomwe zimatsimikizira phindu lamtsogolo lamakampani opanga ma gulovu otayika. Oyang'anira m'mafakitale adanenanso kuti pamtengo wamakampani opanga magalasi otayika, zinthu ziwiri zoyamba zomwe zimakhala zazikulu kwambiri ndi mtengo wazinthu zopangira komanso mtengo wamagetsi.

Zambiri zapagulu zikuwonetsa kuti pakati pamakampani omwe akugulitsa mafakitole amagetsi m'makampani, Ingram Medical ndi Blue Sail Medical okha ndi omwe ali ndi dongosolo logwirizanitsa ndalama. Chifukwa kwambiri okhwima ndalama pakhomo ndi kuunikanso mphamvu ya zomera matenthedwe mphamvu, mu 2020, Intech Medical analengeza kuti aganyali mu kuphatikiza kutentha ndi mphamvu ntchito Huaining ndi Linxiang. Kukonzekera kwapachaka kwa 80 biliyoni nitrile butyronitrile kudzakhala kuwongolera mtengo kwamakampani. Mphamvu yokhoza kwambiri. Ingram Medical inanenapo pa nsanja yolumikizirana ndi Investor kuti pankhani yowongolera mtengo, Ingram Medical yafika pamlingo wabwino kwambiri padziko lonse lapansi.

Kuphatikiza apo, Ingram Medical idalengeza mu Epulo chaka chino kuti kampaniyo idapeza ndalama zogwirira ntchito zokwana 6.734 biliyoni mgawo loyamba la 2021, kuchuluka kwa 770.86% pachaka, komanso phindu lokwana 3.736 biliyoni. ndiabwino kuposa zimphona ziwiri zapamwamba zamagulovu ku Malaysia ndi Hetejia. Wonjezerani msika wapadziko lonse lapansi.

Zimamveka kuti Intco Medical imapereka makasitomala a 10,000 m'mayiko oposa 120 ndi zigawo padziko lonse lapansi; zopangidwa ndi kampani "Intco" ndi "Basic" adzikhazikitsa okha m'misika isanu ya kontinenti. Pakali pano, mphamvu yopanga pachaka ya Incorporated disposable gloves ili pafupi 10% ya zomwe zimagwiritsidwa ntchito pachaka padziko lonse. Pazifukwa izi, mapulojekiti a kampaniyo pankhani yokweza mphamvu zopangira ndikuwongolera mtengo ayambika ndikupita patsogolo bwino.

Olowa m'mafakitale amakhulupirira kuti poyerekeza ndi ku Malaysia, makampani opanga ma gulovu aku China ali ndi zabwino zonse pazambiri, mphamvu, nthaka ndi zina. M'tsogolomu, machitidwe opititsa patsogolo makampani ku China ndi odziwikiratu. Opanga apakhomo akukumana ndi mwayi wokweza kwambiri, ndipo mawonekedwe ampikisano nawonso asintha. Nthawi yomweyo, omwe ali mkati mwamakampaniwo adanenanso kuti zaka zisanu zikubwerazi ikhala nthawi yovuta kwambiri kuti dziko la China lizitha kupanga magulovu kuti lifulumizitse kutumiza kwake kunyanja ndikukwaniritsa zofuna zapakhomo. Pambuyo pa kuphulika kosalekeza kwa machitidwe a makampani otsogola m'makampani, makampani opanga ma gulovu otayika akuyembekezeredwa kusintha magiya ndikulowa "m'mphepete mwa kukula" kwanthawi yayitali komanso kokhazikika.