Wanye Logistics waxay sii wadaa inay balaarto: miyay noqon doontaa IPO saadka silsiladda qabow ee ugu horeysa?

Toddobaadkii la soo dhaafay, Wanye Logistics aad ayay u fir fircooneyd, iyada oo la kaashanaysa bixiyaha adeegga silsiladda sahayda "Yuncangpei" iyo madal ganacsi oo internetka ah oo wax soo saarka biyaha "Huacai Technology."Iskaashiyadani waxay ujeedadoodu tahay in la sii xoojiyo adeegyada saadka silsilad qabow ee kala duwan ee Wanye iyada oo loo marayo iskaashi adag iyo xoojinta tignoolajiyada.

Sida sumadda saadka madaxa banaan ee hoos timaada kooxda Vanke, Wanye Logistics waxay hadda dabooshaa 47 magaalo oo waaweyn oo dalka oo dhan ah, oo leh in ka badan 160 jardiinooyin saadka ah iyo cabirka kaydinta oo ka badan 12 milyan oo mitir oo laba jibbaaran.Waxay ka shaqeysaa 49 jardiinooyin sahayda saadka ee silsilad qabow oo gaar ah, taasoo ka dhigaysa tan ugu weyn marka loo eego miisaanka kaydinta silsiladda qabow ee Shiinaha.

Goobaha bakhaar ee ballaaran oo si ballaaran loo qaybiyay ayaa ah faa'iidada tartanka aasaasiga ah ee Wanye Logistics, iyada oo kor u qaadista awoodaha adeegga ay noqon doonto diiradda mustaqbalka.

Kobaca xooggan ee saadka Silsiladda Qabow

La aasaasay 2015, Wanye Logistics ayaa sii waday korriin degdeg ah sanadihii ugu dambeeyay.Xogtu waxay muujinaysaa in afartii sano ee la soo dhaafay, dakhliga hawlgalka Wanye Logistics uu gaadhay kobaca sanadlaha ah ee isku dhafan (CAGR) oo ah 23.8%.Gaar ahaan, dakhliga ganacsiga silsiladda qabow wuxuu ku koray xitaa CAGR sare oo ah 32.9%, iyadoo qiyaasta dakhligu ku dhawaad ​​saddex laablaaban yahay.

Sida laga soo xigtay xogta komishanka horumarinta iyo dib u habaynta qaranka, dakhliga saadka qaranku waxa uu gaadhay kobac sanadba sanadka ka danbeeya 2.2% 2020, 15.1% 2021, 4.7% 2022. Heerka kobaca dakhliga Wanye Logistics saddexdii sano ee la soo dhaafay ayaa si weyn uga gudubtay celceliska warshadaha, taas oo qayb ahaan loo nisbayn karo saldhigeeda yar, laakiin awoodeeda horumarineed lama dhayalsan karo.

Qaybtii hore ee sanadkan, Wanye Logistics waxa ay heshay dakhli dhan 1.95 bilyan RMB, korodhka sanadba sanadka ka dambeeya 17%.Inkasta oo heerka kobaca uu hoos u dhacay, haddana aad ayuu uga sarreeyaa celceliska kobaca qaranka ee ku saabsan 12%.Adeegyada saadka qaboobaha ee Wanye Logistics, gaar ahaan, waxay arkeen koror 30.3% sanadba sanadka ka dambeeya.

Sidii hore loo sheegay, Wanye Logistics waxay leedahay miisaanka kaydinta silsilad qabow ee ugu weyn Shiinaha.Marka lagu daro afarta jardiinooyin qaboojiye ee cusub ee la furay nuskii hore ee sanadka, aagga dhismaha silsiladda qabow ee Wanye ee la kiraysan karo waa 1.415 milyan mitir oo laba jibbaaran.

Ku tiirsanaanta adeegyadan saadka qaboobaha ah ayaa si dabiici ah faa'iido u leh Wanye, iyadoo dakhliga nuska sano ah ee 810 milyan RMB uu ka dhigan yahay 42% dakhliga guud ee shirkadda, inkastoo aagga la kiraysan karo uu yahay kaliya lix-meelood meel meelaha la kiraysan karo ee bakhaarrada caadiga ah. .

Wanye Logistics 'makalada ugu badan ee baarkinka silsilad qabow waa Shenzhen Yantian Cold Chain Park, oo ah bakhaarkeedii ugu horreeyay ee qaboobaha.Mashruucani waxa uu daboolayaa dhul dhan 100,000 mitir oo laba jibbaaran waxana uu joogteeyey celceliska mugga maalinlaha ah ee soo gelaya 5,200 sanduuqa iyo mugga ka baxsan ee 4,250 sanduuqa tan iyo markii uu bilaabay hawlaha bishii Abriil, taas oo ka dhigaysa wax soo saarka beeraha awood leh xarun saadka silsilad qabow oo ku taal aagga Greater Bay Area .

Fagaare ma u bixi doontaa?

Marka la eego miisaankeeda, qaabka ganacsiga, iyo faa'iidooyinka, Wanye Logistics waxay u muuqataa inay diyaar u tahay inay gasho suuqa caasimadda.Xanta suuqa ee dhawaa waxay soo jeedinaysaa in Wanye Logistics laga yaabo inay u baxdo dadweynaha oo ay noqoto "saamiga saadka silsiladda qabow ee ugu horreeya" ee Shiinaha.

Mala-awaalku waxa sii huriyay ballaarinta dardar-gelinta Wanye, taasoo ka dhawaajisay dardargelinta IPO-ka-hor.Intaa waxaa dheer, soo bandhigida maalgelinta wareegyada A ee GIC ee Singapore, Temasek, iyo kuwa kale ku dhawaad ​​​​saddex sano ka hor waxay soo jeedinaysaa wareeg ka bixitaan suurtagal ah.

Intaa waxaa dheer, Vanke waxay si toos ah u maalgelisay in ka badan 27.02 bilyan RMB ganacsigeeda saadka, taasoo ka dhigaysa maalgashiga ugu weyn ee ka dhex jira shirkadaheeda, iyada oo leh heerka soo celinta sanadlaha ah ee ka yar 10%.Qayb ka mid ah sababta waa qiimaha sare ee saadka ee mashaariicda kaydinta qaboojiyaha ee la dhisayo, kuwaas oo u baahan raasamaal muhiim ah.

Madaxweynaha Vanke Zhu Jiusheng wuxuu qiray shirkii waxqabadka ee Agoosto in "xitaa haddii ganacsiga isbeddelku uu si fiican u shaqeeyo, wax ku biirinta dakhliga iyo faa'iidada waxay u badan tahay inay xaddidan tahay."Suuqa raasumaalka ayaa sida muuqata soo gaabin kara wareegga soo noqoshada warshadaha cusub.

Intaa waxaa dheer, Wanye Logistics waxay dejisay "100 jardiinooyin qaboojiye ah" 2021, gaar ahaan kordhinta maalgashiga magaalooyinka muhiimka ah.Hadda, Wanye Logistics' jardiinooyinka silsiladda qabow waxay tiradoodu ka yar tahay kala badh bartilmaameedkan.In si degdeg ah loo fuliyo qorshahan balaadhintu waxay u baahan doontaa taageerada suuqa raasumaalka.

Xaqiiqda, Wanye Logistics waxay tijaabisay suuqa raasumaalka bishii Juun 2020, iyada oo soo saartay rubuc-REITs-kii ugu horreeyay ee suuqa saamiyada Shenzhen, oo leh cabbir dhexdhexaad ah 573.2 milyan RMB laakiin natiijooyin isdiiwaangelin wanaagsan, soo jiidashada maalgashiga hay'adaha sida Shiinaha Minsheng Bank, Warshadaha Bangiga, Bangiga Boostada Shiinaha, iyo Bangiga Ganacsiga Shiinaha.Tani waxay tusinaysaa aqoonsiga bilawga ah ee suuqa ee hawlaheeda hantida beerta saadka.

Iyada oo korodhay taageerada qaran ee kaabayaasha REITs sannadihii u dambeeyay, liisaska REITs dadweynaha ee jardiinooyinka warshadaha iyo saadka bakhaarku waxay noqon karaan waddo macquul ah.Kulan kooban oo ku saabsan waxqabadka bishii Maarso ee sanadkan, maamulka Vanke ayaa tilmaamay in Wanye Logistics ay dooratay dhowr mashruuc oo hanti ah oo laga sameeyay Zhejiang iyo Guangdong, oo daboolaya ilaa 250,000 mitir oo laba jibbaaran, kuwaas oo loo gudbiyay Guddiyada Horumarinta iyo Dib-u-habaynta deegaanka, iyada oo la filayo soo saarista REITs sanadka gudihiisa.

Si kastaba ha ahaatee, falanqeeyayaasha qaar ayaa tilmaamaya in Wanye Logistics' diyaarinteeda liiska aysan weli ku filneyn, iyada oo dakhligeedii hore ee liiska iyo miisaankeeda ay wali ka dambeeyaan heerarka sare ee caalamiga ah.Ilaalinta korriinka waxay u noqon doontaa hawl muhiim ah Wanye mustaqbalka la filayo.

Tani waxay la socotaa jihada horumarineed ee cad ee Wanye Logistics.Wanye Logistics waxay qeexday qaacido istiraatijiyadeed: Wanye = saldhigga × adeegga^ tignoolajiyada.In kasta oo astaamuhu aanay micnahooda caddayn, ereyada muhiimka ahi waxay muujinayaan shabakad bakhaar oo xarun u ah iyo awoodaha adeeg ee ay taageerto tignoolajiyada.

Iyada oo si joogto ah u xoojinaysa saldhigeeda iyo kor u qaadida awoodaha adeegga, Wanye Logistics waxay u taagan tahay fursad wanaagsan oo lagu maareynayo wareegga warshadaha ee hadda faa'iidada hoos u dhacaya iyo ka sheekaynta sheeko soo jiidasho leh ee suuqa caasimadda.


Waqtiga boostada: Jul-04-2024