Representantenes hus i USAs regelkomité planlegger å holde en ny avstemning om loven om marihuanamuligheter, reinvestering og unntak (MORE) neste uke, ifølge medieoppslag. MORE-loven, utarbeidet av lederen av det amerikanske Representantenes hus rettskomité, tar sikte på å fjerne marihuana fra USAs føderale liste over kontrollerte stoffer, eliminere kriminelle straffer knyttet til det, og fremme sosial rettferdighet i industrien. For tiden har 37 stater, 4 territorier og District of Columbia legalisert medisinsk marihuana, hvorav 18 stater, 2 territorier og hovedstaden også har legalisert ikke-medisinsk marihuana. Stimulert av nyhetene steg den amerikanske industrihampaksjen Clever Leaves 143 prosent på fredag.
Industrihampaksjer stiger
Industriell hamp refererer til hamp med en massekonsentrasjon av THC som er mindre enn 0,3 prosent, viser ikke psykoaktive egenskaper og har høyt fiberinnhold; den har et bredt spekter av bruksområder: frø, mosaikkblader, skinn, stilker og røtter kan brukes i tekstiler, mat, daglige kjemikalier, medisin og andre områder, oversjøiske modne markeder har lagt til CBD-baserte cannabinoider til mer applikasjonsscenarier.
Relevante data teller listen over industrielle hampkonseptaksjer med årlig-på-ytelsesvekst i 2021, og totalt 22 aksjer er på listen. Den høyeste nettofortjenesteøkningen var Kangenbei- og Chengzhi-aksjene, som var henholdsvis 350 prosent og 201,35 prosent , og nettoresultatet på syv aksjer inkludert Jifeng Technology og Harbin Pharmaceutical Co., Ltd. doblet seg fra år-den{{8 }}år.
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 .
Blant dem avslørte Rhine Biotech nylig fremdriften til det amerikanske industrielle hampkonstruksjonsprosjektet. Etter kunngjøringen om at prosjektet vil nå offisiell masseproduksjon før 30. juni 2022, registrerte Rhine Biotech 3 daglige grenser innen 5 handelsdager, med en kumulativ økning på 32,64 prosent. De siste A-aksjene Den totale markedsverdien er 6,133 milliarder yuan.
Industriell hamp driver plantebelysningsbehovet igjen
Industriell hamp har styrket seg på en-måte, og etterspørselen etter plantebelysning må bli varm igjen, fordi innendørs dyrking for tiden er hovedstrømmen av cannabisdyrking i USA, som driver veksten av plantebelysning kreve.
Dataene viser at sammenlignet med tradisjonelle lyskilder har LED mange fordeler, som høy fotoelektrisk konverteringseffektivitet, enkel spektrumkontroll og kombinasjon, liten størrelse, lang levetid og lavt energiforbruk.
I 2021 er den globale etterspørselen etter plantebelysning LED-lamper 3,2 milliarder amerikanske dollar, og vil nå 7 milliarder amerikanske dollar innen 2026. Det globale markedet for plantebelysningssystem i 2017 er bare rundt 3,8 milliarder amerikanske dollar; i 2027 vil den raskt øke til 17 milliarder amerikanske dollar, med en sammensatt årlig vekstrate på 16 prosent; markedet for LED-enheter er bare 100 millioner amerikanske dollar i 2017, og vil utvides til 700 millioner amerikanske dollar i 2027; Den sammensatte vekstraten nådde 21 prosent.
I tillegg, med forbedringen av LED-lyseffektiviteten, den kontinuerlige kostnadsreduksjonen og den innenlandske og lokale politiske støtten til digitalt og moderne landbruk, har LED-plantebelysningsløsninger spilt en rolle i å løse virkningen av begrensede landressurser og ustabilt klima på jordbruk og høstestabilitet. Viktig rolle, stort rom for utvikling.
Innenlandske LED-drivkraftlederfordeler
Strømforsyningsaksene i utformingen av anleggsbelysning inkluderer Songsheng Co., Ltd., Inventronics, Maoshuo, Netac Intelligent, etc., som drar nytte av utbruddet av markedsetterspørselen, øker drivkraftforsyningen raskt.
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 .
Industrien trenger presserende industristandarder for plantebelysning
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.
