Recently, industrial marijuana holds out fire, it is the reader leaves a message above all, it is the K line attempt that the friend encircles next. Stem from the state of mind that what fire always should study, our interview 10 people that encircle refer industry marijuana in the friend, why do they feel to need to pay close attention to this thing. Summary rises, can divide for 3 crowds, two reasons.
● novelty, 3 people
"Still have unexpectedly appear on the market company "
● buys a share, 5 people
"Include to want to buy originally, because the result is too busy did not buy, now the friend of regret having done sth "
● electron smoke / consumable practitioner (awkward) , 2 people
Interest drive is the steely premise that people knows a thing really.
It is OK that people is used to be being cultivated hempenly restrospect to arrived 6000 before 12000, tide results from recently A. Illegal thing is not able, a concept that should make clear so is, domestic heat is to result from " industry is hempen " (2 words cannot save industry) , a much home appears on the market company business involves industrial marijuana.
The Chinese stock market after new year's day went tall all the way 2019, on January 2 (new year's day holiday hind trades the first times day) up to now (the article is written on March 19) , had risen nearly 600 a little bit, go up amount to 20% above. But, if " industrial marijuana concept people " pull, your meeting discovery runs win grail to be opposite " industry is hempen " for the comrades in the concept, do not calculate even passing line on.
Originally advocate the Tianjin magnetic card that business Wu is data card (600800) , on January 2 up to now, go up near 50% , the reason is Tianjin magnetic card indirect share an industry marijuana grows sale company; Originally advocate the suitable Hao share that business Wu is the environmental protection material that pack and print Wu (002565) , obtain in subsidiary " marijuana of Yunnan province industry cultivates licence " hind, go up inside the corresponding period exceeded 200% ; An Qi is yeasty (600298) share price goes up greatly as hempen as industry also concept is relevant, but the reason has bit of it is a long story: On Feburary 27, academic magazine " Nature " publish an article to say yeast can produce hempen element, next share price of An Qi yeast went up...
The performance of market of class of abroad just a little is more brisk, among them by the story of well known be: Marijuana of Canadian medical treatment cultivates treatment and cent to sell business Tilray(NASDAQ: TLRY) , two months share price soares 12 times. Exponential fund respect, the global head that Canada rolls out is only hempen ETF HMMJ (Horizons Medical Marijuana Life Sciences ETF) exceed 50% to the return rate at the beginning of March this year, predict to will make Canadian profit the 2nd tall ETF; Expression not the American ETF MG Alternative Harvest ETF of beautiful (MJ) , after from 2017 transition is attention marijuana industry, go tall all the way, outstanding achievement is pulled quickly litre.
The person that why does electronic tobacco industry pays close attention to industrial marijuana? Each country policy how? Marijuana is how from " everybody cries dozen " , turn into of capital cosset? Why be refer marijuana concept when, "Industry " cannot be 2 words saved? Is present market chased after what is those who hold in both hands? Present industrial situation after all how? The following, enjoy:
Should explain clear so much how, to what reach, want to begin from the definition above all:
1
Is industrial marijuana a what after all?
Good industry marijuana and bad industry are hempen
Marijuana can be divided mix for industrial marijuana, drugs marijuana among model hempen. The main distinction between these breed, it is the mental active part that its contain 4 hydrogen marijuana is phenolic (THC) the discretion of content. THC has the effect that send unreal, european Union level basically uses on international (China also uses this level) :
So, two kinds of marijuana have mental active because of its after, and have officinal with abusive tendency, belong to the limits that Chinese severity hits. If feel above still is complex, remember the key point of the first problem of the article: THC -- THC content 0.3% it is deadline, be less than of 0.3% is industrial marijuana, be more than please direct 110.
Is industrial marijuana good be in?
Since marijuana is so dangerous, why to admit industrial marijuana even? And still have so much appear on the market company?
Above all, besides the face is negligible THC over there it, it is able special much issue:
The bast fiber in the bine of industrial marijuana and thick flax are good thing. Former it is raw material of products of classy papermaking, spin, rope; Latter also can be used at producing plastic, particle board;
Industrial marijuana seed still has rich protein, (those who cast dedicated Yu Wen of Tou.vc of a dark horse to start a field is numerous prepare platform) phosphor, Potassium, magnesian, calcic, zinc mineral;
Acid of acid of rich oiliness of oil of industrial marijuana vegetable, linoleic acid, flax, earthnut what the human body such as 4 Xi acid needs is much get together not saturated fatty acid.
Next although industrial marijuana expends report, but this kind of floral grows speed is splitting, quantity needing fertilizer is little, fight bug to be able to bear or endure drought, the afforest that is helpful for desert beach besmear and barren land and development are used. In the final analysis a word, namely almost what condition can live, it is the green zoology plant of rare.
Finally, also be the most important, industrial marijuana has very high medical treatment value.
The besides minim THC in industrial marijuana is harmful to human body besides, a few otherer chemical material can be used at sickness prophylaxis and treatment.
Among them the eye of the 2nd problem that of most fetching attention is the article, it is one kind calls marijuana 2 phenol (CBD) chemical composition.
It is had fight phlogistic, antiseptic, analgesia, fight angst, fight mental disease, fight oxidation, improvement study to memory, nerve is protected and reduce the effect such as alvine peristalsis, can use at treating the much arteriosclerosis that send a gender and stalk of cardiac muscle of Pajinsen disease, precaution colloid tumour cell transfers dead, inhibitory nerve etc.
And, most precious is CBD does not have addiction sex, it is terrestrial gem simply. Also accordingly, the on any account that the stand or fall of industrial marijuana breed also can use CBD content directly comes judge.
Afore-mentioned a variety of advantages, make the CBD in industrial marijuana and CBD of area of central business affairs euqally costly, purity of 99.99% medical class CBD price achieved 670 yuan / every gram, valence compares gold. Current the upsurge of concept of this industry marijuana and a place with a draught, can say directly even for " CBD a place with a draught " .
Style or manner of writing so far, can you answer preamble that " the person attention industry that why makes electronic opium trade is hempen? " problem. By 2014, the United States appeared to contain the electronic smoke fluid of CBD composition and tobacco tar, the advantage that be advertised is great, harm is little, price does not poor, demand is huge.
China is one of countries of the biggest industrial marijuana production on the world, cultivate an area to already amounted to whole world half. But development of Chinese industry marijuana is relatively inchoate, marijuana is planted formerly CBD content remains to rise.
Sign up for a report according to Chinese negotiable securities, at present the average level of content of the CBD in seed of global industry marijuana is 4%-5% , highest can amount to 18% , basically produce in Europe. CBD of global high quality is rare be short of, interest rate of wool of industrial marijuana extraction can be as high as 50%~60% .
2
Industrial marijuana is in China
Read the script above, it is to go up 200% , it is 50%~60% of extractive wool interest rate, it is extremely high value, it is valence comparing gold, have a bit enchanted, still taking a place small excited, want to be participated in small one a bit even?
Feel embarrassed, bad to do. Simple understanding leaves the course that industrial marijuana is in China, you know to be in hard which.
Above all, the need of industrial marijuana breed of low THC, tall CBD grinds for long Yo, gold is found in no less than poison.
1991, europe bred the industrial marijuana of low THC content. And till 1998, the breed of industrial marijuana this locality that Yunnan saves farming division courtyard to study the group just chooses low poisonous content " cloud hemp 1 " , passed attestation 2001. The first lawful industrial marijuana seed of Chinese is smaller than your age.
From cultivate production, total need applies for licence, accept superintend strictly.
● 2003, yunnan province Public Security Department was made " marijuana of Yunnan province industry administers provisional regulation " , promulgate by Yunnan province government apply. Guild regulations of this of short duration is opposite surely industrial marijuana was made limit, namely THC is less than the hempen breed of 0.3% . So this thing does not put in agricultural bureau canal 's charge, put in public security bureau 's charge to be in charge of.
● till January 1, 2010, yunnan province applies " marijuana of Yunnan province industry cultivates treatment to permit a regulation " , industry cultivated ability hempenly to open an a crack between a door and its frame to orgnaization of blame scientific research. And, on September 25, 2018, kunming city public security bureau is right of afore-mentioned regulations unscramble point out in industry marijuana cultivates treatment project to prepare clearly also period each pace should be superintended strictly of public security mechanism.
The level that recovers a workshop with CBD is exemple: In the extraction of Chinese CBD, need looks for provincial government and Public Security Department to extend outside licence; Link of whole production, sale needs extraction factory build but the stage Zhang system with rigid date from; Manufacturing workshop installed hundreds to save net of couplet of the bureau that prohibit toxin to photograph with Yunnan like the head; Employee runs a side, raw material of the forbidden contact that use a hand and extraction content, and every employee should make uric check every week.
● before 2017, yunnan is the province that our country allows industrial marijuana exclusively to cultivate. May 2017, heilongjiang province is revised " Heilongjiang province bans poisonous byelaw " , allow to cultivate industrial marijuana, to industry is cultivated hempenly, treatment, sale begins to undertake special managing, make the province that the whole nation allows the 2nd times to cultivate industrial marijuana legally.
● 2018, jilin province also begins to edit " Jilin province bans poisonous byelaw " , and hopeful makes the province that the whole nation can cultivate industrial marijuana the 3rd times legally.
3
Industry is hempen this thing makes money after all
Statistic of day wind negotiable securities says, up to the whole world had 41 countries to announce medical treatment uses marijuana in January 2019 lawful, more than 50 countries announce CBD is lawful. Legalization process, hempen element applies widen stimulative industry high speed grows.
According to the data of Ou Rui international, legal market made an appointment with global marijuana 2018 12 billion dollar; To 2025, dimensions of legal product market will reach 166 billion dollar. Demand of hempen element CBD promotes, future adds fast hopeful two years to be close to 80% .
As a whole, industrial marijuana is returned in the whole world is an initiative concept, the orgnaization such as citron thinks this industry basis is flabby, get policy the impact is big. A more apparent turn appeared last year October, the United States adds two countries to appear in succession profit is good:
On December 12, 2018, american Boule was passed newest " agricultural bill " present a president, in this act, industry is cultivated hempenly and production will be in complete beauty legalization. Canada will make the same year in October the whole world the country of the 2nd hempen and comprehensive legalization. Canada also is the country with most radical on hempen policy whole world, the show of hempen and relevant company that has media general Canada is called maintained " hempen " half the sky, the famous marijuana such as Tilray, Cronos, Canopy it is Canadian company.
The industrial catenary of industrial marijuana includes breeding, cultivate, medical treatment of extraction, research and development, finished products / sanitarian medicines and chemical reagents and sale. Industrial marijuana of China basically is centered at upper reaches, include to cultivate with CBD extract, chinese CBD basically is used at exit.
So sortie the company of this domain after all data how? The following, we chose 4 furniture to have representative company:
Canopy Growth
The whole world is the greatest medical and hempen legal industry (NYSE: CGC)
Operating costs: 260 million RMB
Business gross income: 310 million RMB
Gross profit: 50 million RMB
Sell management and administrative expenses: 600 million RMB
The profit before amortize of interest duty depreciation: - 525 million RMB
Note: According to 4 quarters money signed up for 2018, sale administration expenses includes research and development, sale and daily administration scale (end in July 2018, employee number is 1000 people dimensions about)
Canopy is called the first of hempen industry alone horny animal, market prise is banner, industry position is lead. Canopy 2014 year industry of marijuana of make one's bow, was in Canada and United States to appear on the market respectively 2018 at was being mixed 2014. Company business includes the whole world to cultivate, the sale below the line on treatment research and development and line, layout of catenary of entire industry of with a view to + global region composition.
It is good that policy profit is increased because of the United States since last year, company share price grows considerably. Canopy acquires hempen property many " the first " , the first enters mark general index company in industry of such as marijuana, the first hempen company that with the world company of 500 strong beverage cooperates. The characteristic of Canopy depends on diversification of ability of its market dimensions, increase production, product and international consequence.
Although be the player with banner market, canopy still deficit, the reason is hempen industry still is in development initial stage, throw in market race to control and sale respect bigger.
Aurora Cannabis
The whole world 2 players (NYSE:ACB)
Operating costs: 250 million RMB
Business gross income 200 million RMB
Gross profit: - 47 million RMB
Sell management and administrative expenses: 330 million RMB
The profit before amortize of interest duty depreciation: - 280 million RMB
Note: According to 4 quarters money signed up for 2018, sale administration expenses includes research and development, sale and daily administration scale (employee number is little at 1000 people)
It is traceable Canada likewise, business distribution and Canopy are similar, aurora is to produce can rank second player with crop.
Precede besides the market besides the position, the efficient marijuana that its draft to use cultivates a law to be valued extensively, at the same time money newspaper shows its sale charge uses efficiency relatively Canopy is taller; But its business grows to basically come from quickly at appearing on the market hind many when begin in the whole world are bought.
GW Pharmaceuticals
The business of products of hempen element drug with banner whole world (NASDAQ:GWPH)
Operating costs: 15 million RMB
Business gross income: 33 million RMB
Gross profit: 17.6 million RMB
Sell management and administrative expenses: 380 million RMB
The profit before amortize of interest duty depreciation: - 350 million RMB
Note: According to 4 quarters money signed up for 2018, sale administration expenses includes research and development, sale and daily administration scale (employee counts 769 people)
GW held water 1998, headquarters is located in British Cambridge, its business is included cultivate the development with hempen prescription drug and commercialize. GW is on world banner standing in the development respect of hempen element therapeutics, registered hempen element remedial epilepsy, mental disease, cancer, inflammation, diabetic and the patent that sends sexual sclerosis more, still registered with the craft patent that exceeds critical fluid to extract marijuana to extract content.
GW develops the first kind successfully to come from drug of hempen floral prescription. The partial medicines and chemical reagents of GW already was in at present 26 countries that include the United States inside obtain approval to be used at treating convulsion.
Chinese hemp group
Bibcock of Chinese industry marijuana (blame appear on the market company)
Chinese hemp group held water 2013, it is entire industry catenary likewise + business distribution of the whole world, its business includes breeding, cultivate, extractive, research and development, production and marketing, industrial scale covers the much territory such as cosmetic of biology pharmacy, food, hairdressing. Chinese hemp group also is at present home has industrial marijuana exclusively to grow licence and the company that hempen Hua Xie machines the company of licence and accord with GMP.
Because did not appear on the market, cannot be informed its specific management data so. But interesting is, in the article most 12 A that begin to mention appear on the market in the process that the company soares, because more or less participated in the relevant investment with Chinese hemp group,having 6 is.
Display a painted eggshell finally:
The person cross a boundary that those your place do not know
● Microsoft
On June 16, 2016, microsoft announces to do poineering work with los angeles company Kind joint development a software, the help dogs " arrive from the seed sale " inside marijuana cultivates a process. This software will be based on the Azure of cloud computation platform of Microsoft, in the United States of hempen legalization each city helps hempen sale.
● constellation group (parent company of division collect graceful beer)
This group becomes a shareholder with 4 billion U.S. dollor Canopy Growth, both sides intensifies developing American market and research and development and promotion contain hempen beverage.
● 100 power Ying Bo
The beer company with the biggest whole world announces and the company Tilray of marijuana of manufacturing research and development cooperates, future will not have alcohol marijuana beverage in Canadian market research and development.
● Li Ning
The week of new York fashionable dress 2019, li Ning reveals " realize " series dress used Chinese hemp (note: Industrial marijuana another namer) fabrics, its reason is Chinese hemp material has a day to fight bacterium like that curb bacterium, prevent ultraviolet ray radiation-proof, moisture absorption is platoon sweat, comfortable breathe freely wait for character.
● elegant Shi Landai
Fu orchid collaboration rolled out Origins of card of inferior of banner of elegant poem Lan Dai and silk a face film that contains hempen oil, the name is " Hello Calms " , (those who cast dedicated Yu Wen of Tou.vc of a dark horse to start a field is numerous prepare platform) main effect is to be able to help the person that use alleviate the mood eases organic pressure.
Above, enjoy.
Reference:
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" Fu orchid collaboration rolls out elegant Shi Landai and silk film of a face, the class status inside is a bit special " author / Zhang Dan, BY curiosity daily
Net of officer of group of Chinese Chinese hemp
Industrial marijuana, baidu 100 divisions
(the article originates: Classics abb is achieved cast extract and compile)
