Wanye Logistics Ikupitilira Kukula: Kodi Idzakhala IPO Yoyamba Ya Cold Chain Logistics?

Sabata yatha, Wanye Logistics yakhala ikugwira ntchito kwambiri, ikugwira ntchito limodzi ndi othandizira othandizira "Yuncangpei" komanso nsanja yogulitsa zinthu zambiri zam'madzi pa intaneti "Huacai Technology."Mgwirizanowu cholinga chake ndi kulimbikitsanso ntchito zosiyanasiyana za Wanye pogwiritsa ntchito mgwirizano wamphamvu komanso kulimbikitsa mwaukadaulo.

Monga mtundu wodziyimira pawokha pansi pa Vanke Gulu, Wanye Logistics tsopano ili ndi mizinda ikuluikulu 47 m'dziko lonselo, yokhala ndi malo opitilira 160 komanso malo osungiramo zinthu opitilira 12 miliyoni masikweya mita.Imagwira ntchito m'mapaki 49 apadera osungiramo zinthu zoziziritsa kukhosi, zomwe zimapangitsa kuti ikhale yayikulu kwambiri potengera kuchuluka kwa malo ozizira ku China.

Malo osungiramo katundu okulirapo komanso ogawidwa kwambiri ndi mwayi wampikisano wa Wanye Logistics, pomwe kukulitsa luso lantchito kudzakhala cholinga chake chamtsogolo.

Kukula Kwamphamvu mu Cold Chain Logistics

Yakhazikitsidwa mu 2015, Wanye Logistics yakhala ikukulirakulira m'zaka zaposachedwa.Zambiri zikuwonetsa kuti pazaka zinayi zapitazi, ndalama zogwirira ntchito za Wanye Logistics zafika pakukula kwapachaka (CAGR) kwa 23.8%.Makamaka, ndalama zamabizinesi ozizira zakula pa CAGR yapamwamba kwambiri ya 32.9%, ndipo kuchuluka kwa ndalama pafupifupi katatu.

Malinga ndi zomwe National Development and Reform Commission ipeza, ndalama zoyendetsera dzikolo zidakula chaka ndi chaka ndi 2.2% mu 2020, 15.1% mu 2021, ndi 4.7% mu 2022. Wanye Logistics kuchuluka kwa ndalama m'zaka zitatu zapitazi. yadutsa kwambiri kuchuluka kwamakampani, zomwe mwina zimatengera maziko ake ang'onoang'ono, koma kuthekera kwake kwachitukuko sikunganyalanyazidwe.

Mu theka loyamba la chaka chino, Wanye Logistics adapeza ndalama zokwana 1.95 biliyoni RMB, kuwonjezeka kwa chaka ndi 17%.Ngakhale kuti kukula kwachepa, kudakali kwakukulu kwambiri kuposa kukula kwa dziko lonse pafupifupi 12%.Wanye Logistics 'Cold chain Logistics Services, makamaka, adawona kuwonjezeka kwa 30.3% pachaka.

Monga tanena kale, Wanye Logistics ili ndi sikelo yayikulu kwambiri yosungiramo zinthu zozizira ku China.Kuphatikizanso mapaki anayi atsopano ozizira omwe adatsegulidwa mu theka loyamba la chaka, malo omangira ozizira a Wanye ndi 1.415 miliyoni masikweya mita.

Kudalira mautumikiwa ndi njira yabwino kwa Wanye, ndi ndalama zokwana theka la 810 miliyoni RMB zomwe zimapanga 42% ya ndalama zonse za kampani, ngakhale malo obwereketsa ndi gawo limodzi mwa magawo asanu ndi limodzi a malo obwereketsa a malo osungiramo katundu. .

Malo ozizira kwambiri a Wanye Logistics ndi Shenzhen Yantian Cold Chain Park, nyumba yake yoyamba yosungiramo zinthu yozizira.Ntchitoyi ili ndi malo pafupifupi masikweya mita 100,000 ndipo yasunga pafupifupi mabokosi 5,200 tsiku lililonse komanso mabokosi 4,250 otuluka kuchokera pomwe idayamba kugwira ntchito mu Epulo, ndikupangitsa kuti ikhale malo amphamvu azaulimi ku Greater Bay Area. .

Kodi Zidzaonekera Pagulu?

Potengera kukula kwake, mtundu wamabizinesi, komanso zabwino zake, Wanye Logistics ikuwoneka kuti ili pafupi kulowa msika waukulu.Mphekesera zaposachedwa za msika zikuwonetsa kuti Wanye Logistics ikhoza kupita pagulu ndikukhala "gawo loyamba lozizira" ku China.

Zongopeka zimalimbikitsidwa ndi kukulitsa kwa Wanye, kutanthauza kuti IPO isanachitike.Kuphatikiza apo, kukhazikitsidwa kwandalama za A-round kuchokera ku Singapore GIC, Temasek, ndi ena pafupifupi zaka zitatu zapitazo kukuwonetsa njira yotuluka.

Komanso, Vanke adayika ndalama zoposa 27.02 biliyoni za RMB mwachindunji mubizinesi yake yogulitsira zinthu, zomwe zimapangitsa kuti ikhale ndalama zazikulu kwambiri pakati pa mabungwe ake, komabe ndi kubweza kwapachaka kosakwana 10%.Chimodzi mwazifukwa ndi kukwera mtengo kwa ntchito zosungirako zozizira zomwe zikumangidwa, zomwe zimafuna ndalama zambiri.

Purezidenti wa Vanke, Zhu Jiusheng, adavomereza pamsonkhano wa ogwira ntchito mu Ogasiti kuti "ngakhale bizinesi yosintha ichita bwino, zomwe zimathandizira pakukulitsa ndalama komanso phindu zitha kukhala zochepa."Msika waukulu ukhoza kufupikitsa nthawi yobwerera kwa mafakitale atsopano.

Kuphatikiza apo, Wanye Logistics idakhazikitsa chandamale cha "100 cold chain park" mu 2021, makamaka kukulitsa ndalama m'mizinda yayikulu.Pakadali pano, malo ozizira a Wanye Logistics ndi ochepera theka la zomwe akufuna.Kukhazikitsa mwachangu dongosolo lokulitsali kudzafunika kuthandizira msika wamsika.

M'malo mwake, Wanye Logistics adayesa msika wamalikulu mu June 2020, ndikupereka ma quasi-REITs ake oyamba pamsika wa Shenzhen Stock Exchange, wokhala ndi 573.2 miliyoni RMB koma zotsatira zabwino zolembetsa, kukopa ndalama kuchokera kumabungwe monga China Minsheng Bank, Industrial Bank. Bank, China Post Bank, ndi China Merchants Bank.Izi zikuwonetsa kuzindikira koyamba kwa msika kwa ntchito zake zogulitsira katundu.

Ndi chithandizo chowonjezereka cha dziko la zomangamanga REITs m'zaka zaposachedwa, mindandanda ya REITs yapagulu yamapaki a mafakitale ndi zosungiramo katundu zitha kukhala njira yabwino.Pamsonkhano wachidule m'mwezi wa Marichi chaka chino, oyang'anira a Vanke adawonetsa kuti Wanye Logistics adasankha ma projekiti angapo achuma ku Zhejiang ndi Guangdong, okhala ndi masikweya mita pafupifupi 250,000, omwe aperekedwa ku Makomiti a Development and Reform, ndikutulutsidwa kwa REITs kuyembekezera mkati mwa chaka.

Komabe, akatswiri ena akuwonetsa kuti kukonzekera kwa Wanye Logistics kuti alembetse sikunakwaniritsidwebe, popeza ndalama zomwe adapeza asanalembetse pamndandanda komanso masikelo ake akadali otsalira kwambiri padziko lonse lapansi.Kusunga kukula kudzakhala ntchito yofunika kwambiri kwa Wanye m'tsogolomu.

Izi zikugwirizana ndi momwe Wanye Logistics akuyendera bwino.Wanye Logistics yafotokoza njira yoyendetsera: Wanye = base × service^technology.Ngakhale matanthauzo azizindikiro sizikudziwika bwino, mawu osakira amawunikira netiweki yosungiramo zinthu zazikulu komanso kuthekera kwapantchito kothandizidwa ndiukadaulo.

Popitiriza kulimbikitsa maziko ake ndi kupititsa patsogolo luso la ntchito, Wanye Logistics ili ndi mwayi woyendetsa kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe kake


Nthawi yotumiza: Jul-04-2024