Esontweni eledlule, i-Wanye Logistics ibisebenza kakhulu, ingena ekusebenzisaneni nomhlinzeki wesevisi we-supply chain "Yuncangpei" kanye nesiteji sokuhweba se-inthanethi somkhiqizo omningi wasemanzini "Huacai Technology."Lokhu kubambisana kuhloswe ngakho ukuqinisa izinsiza ze-Wanye ze-cold chain logistics ngokusebenzisana okuqinile kanye nokuhlonyiswa kwezobuchwepheshe.
Njengohlobo oluzimele lwezokuthutha ngaphansi kweVanke Group, i-Wanye Logistics manje isihlanganisa amadolobha amakhulu angu-47 ezweni lonke, enamapaki ezinto ezisetshenziswayo angaphezu kuka-160 kanye nesilinganiso sokugcina impahla esingaphezu kwamamitha-skwele ayizigidi eziyi-12.Isebenza ngamapaki angama-49 akhethekile we-cold chain logistics, okuyenza ibe enkulu kunazo zonke ngokwesilinganiso se-cold chain warehousing e-China.
Izindawo zokugcina izimpahla ezibanzi nezisatshalaliswe kabanzi ziyinzuzo enkulu yokuncintisana ye-Wanye Logistics, kuyilapho ukuthuthukisa amakhono okusebenza enkonzo kuzoba ukugxila kwayo esikhathini esizayo.
Ukukhula Okuqinile ku-Cold Chain Logistics
Yasungulwa ngo-2015, i-Wanye Logistics ilondoloze ukukhula okusheshayo eminyakeni yamuva.Idatha ibonisa ukuthi eminyakeni emine edlule, imali engenayo yokusebenza kwe-Wanye Logistics izuze izinga lokukhula elihlanganisiwe lonyaka (CAGR) lama-23.8%.Ikakhulukazi, imali engenayo yebhizinisi elibandayo ikhule ku-CAGR ephakeme kakhulu yama-32.9%, futhi isilinganiso semali engenayo sicishe siphindeke kathathu.
Ngokwemininingwane evela kuKhomishana Kazwelonke Yokuthuthukiswa Nezinguquko, imali engenayo kazwelonke yezokuthutha ifinyelele ukukhula konyaka nonyaka ngo-2.2% ngo-2020, u-15.1% ngo-2021, no-4.7% ngo-2022. Izinga lokukhula kwemali engenayo ye-Wanye Logistics eminyakeni emithathu edlule. idlule kakhulu isilinganiso somkhakha, esingabalelwa ngokwengxenye isisekelo sayo esincane, kodwa amandla ayo okuthuthuka awanakubukelwa phansi.
Engxenyeni yokuqala yalo nyaka, i-Wanye Logistics izuze imali eyizigidigidi eziyi-1.95 RMB, okuwukunyuka konyaka ngo-17%.Nakuba izinga lokukhula lehlile, lisephezulu kakhulu kunesilinganiso sokukhula esimaphakathi sikazwelonke esingaba ngu-12%.Izinsizakalo ze-cold chain logistics ze-Wanye Logistics, ikakhulukazi, zibone ukukhuphuka kwemali engenayo ngo-30.3% unyaka nonyaka.
Njengoba kushiwo ngaphambili, i-Wanye Logistics inesilinganiso esikhulu kunazo zonke sokugcina impahla ebandayo e-China.Kubandakanya amapaki amane amasha abandayo avulwe engxenyeni yokuqala yonyaka, indawo yesakhiwo eqashiswayo eqashwe ngamaketanga abandayo ka-Wanye ifinyelela ku-1.415 million square metres.
Ukuthembela kulezi zinsiza ze-cold chain logistics ngokwemvelo kuyinzuzo ku-Wanye, ngemali engenayo yesigamu sonyaka yezigidi ezingu-810 zama-RMB ezibalelwa ku-42% wesamba semali engenayo yenkampani, nakuba indawo eqashiswayo iyingxenye eyodwa kwesithupha kuphela yendawo eqashiswayo yezindawo zokugcina izimpahla ezivamile. .
Ipaki yamaketanga abandayo emele kakhulu i-Wanye Logistics yi-Shenzhen Yantian Cold Chain Park, indawo yayo yokugcina impahla ebandayo yokuqala enesibopho.Le phrojekthi ihlanganisa indawo ecishe ibe ngamamitha-skwele ayi-100,000 futhi igcine umthamo wansuku zonke ongenayo wamabhokisi angu-5,200 kanye nevolumu ephumayo yamabhokisi angu-4,250 selokhu yaqala ukusebenza ngo-April, okuyenza ibe isikhungo esinamandla semikhiqizo yezolimo yezokuthutha e-Greater Bay Area. .
Ingabe Kuzovela Obala?
Uma kubhekwa isikali sayo, imodeli yebhizinisi, kanye nezinzuzo, i-Wanye Logistics ibonakala ikulungele ukungena emakethe yemali.Amahemuhemu akamuva ezimakethe aphakamisa ukuthi i-Wanye Logistics ingase ibe esidlangalaleni futhi ibe “isitoko sokuqala se-cold chain logistics” e-China.
Ukuqagela kugqugquzelwa ukwanda okusheshisa kuka-Wanye, okukhomba umfutho wangaphambi kwe-IPO.Ukwengeza, ukwethulwa kokutshalwa kwezimali okungu-A kusuka ku-GIC yase-Singapore, i-Temasek, nezinye cishe eminyakeni emithathu edlule kuphakamisa umjikelezo wokuphuma ongaba khona.
Ngaphezu kwalokho, uVanke utshale imali engaphezu kwezigidigidi ezingu-27.02 zama-RMB ebhizinisini lakhe lezokuthutha, okulenza libe utshalomali olukhulu phakathi kwezinkampani ezingaphansi kwayo, kodwa ngenani lembuyiselo yonyaka elingaphansi kuka-10%.Ingxenye yesizathu inani eliphezulu lamaphrojekthi okugcina abandayo we-logistics asakhiwa, adinga imali enkulu.
UMongameli weVanke uZhu Jiusheng uvumile emhlanganweni wokusebenza wango-August ukuthi “ngisho noma ibhizinisi lenguquko lenza kahle, umnikelo walo esikalini semali engenayo kanye nenzuzo kungenzeka ube nomkhawulo.”Imakethe yezimali ngokusobala ingafinyeza umjikelezo wokubuyisela ezimbonini ezintsha.
Ngaphezu kwalokho, i-Wanye Logistics yabeka umgomo othi "100 cold chain parks" ngo-2021, ikakhulukazi ukukhulisa ukutshalwa kwezimali emadolobheni ayinhloko.Njengamanje, amapaki abandayo e-Wanye Logistics angaphansi kwesigamu salokhu okuhlosiwe.Ukuqalisa ngokushesha lolu hlelo lokunwetshwa kuzodinga ukwesekwa kwezimakethe zemali.
Eqinisweni, i-Wanye Logistics yahlola imakethe yemali ngoJuni 2020, yakhipha ama-quasi-REIT ayo okuqala emakethe ye-Shenzhen Stock Exchange, enesilinganiso esilinganiselwe se-RMB eyizigidi ezingama-573.2 kodwa kwaba nemiphumela emihle yokubhalisa, eheha ukutshalwa kwezimali ezikhungweni ezifana ne-China Minsheng Bank, I-Industrial Bank. Ibhange, i-China Post Bank, ne-China Merchants Bank.Lokhu kubonisa ukuqashelwa kwemakethe kokuqala kokusebenza kwempahla yepaki yezimpahla.
Ngokukhula kokusekelwa kuzwelonke kwama-REIT wengqalasizinda eminyakeni yamuva nje, ukufakwa kuhlu kwama-REIT womphakathi wamapaki ezimboni kanye nokugcinwa kwempahla kungase kube indlela esebenzayo.Esithangamini sokusebenza ngoMashi kulo nyaka, abaphathi be-Vanke babonisa ukuthi i-Wanye Logistics ikhethe amaphrojekthi wempahla ambalwa e-Zhejiang nase-Guangdong, ahlanganisa cishe amamitha-skwele angu-250,000, ahanjiswe kumaKhomishana Okuthuthukiswa Kwendawo Nezinguquko, kulindeleke ukuthi kukhishwe ama-REIT phakathi nonyaka.
Kodwa-ke, abanye abahlaziyi baveza ukuthi amalungiselelo e-Wanye Logistics okufakwa kuhlu awakeneli, kanye nenzuzo yayo yangaphambi kokufakwa ohlwini nesilinganiso sisasilele ngemuva kwamazinga athuthukile ngamazwe ngamazwe.Ukugcina ukukhula kuzoba umsebenzi obalulekile ku-Wanye esikhathini esizayo esibonakalayo.
Lokhu kuhambisana nesiqondiso esicacile sokuthuthukiswa kwe-Wanye Logistics.I-Wanye Logistics iveze ifomula yesu: Wanye = base × service^technology.Nakuba izincazelo zezimpawu zingacacile, amagama angukhiye agqamisa inethiwekhi yendawo yokugcina impahla kanye namakhono okusebenza asekelwa ubuchwepheshe.
Ngokuqhubeka nokuqinisa isisekelo sayo kanye nokuthuthukisa amakhono esevisi, i-Wanye Logistics inethuba elingcono lokuzulazula umjikelezo wamanje wemboni wokwehla kwenzuzo nokuxoxa indaba ekhangayo emakethe yemali.
Isikhathi sokuthumela: Jul-04-2024