Wanye Logistics Inoenderera Kuwedzera: Ichave Yekutanga Cold Chain Logistics IPO?

Musvondo rapfuura, Wanye Logistics yanga ichishanda zvakanyanya, ichipinda mukudyidzana nevanopa cheni yekugovera sevhisi "Yuncangpei" uye yakawanda yemumvura chigadzirwa online yekutengesa chikuva "Huacai Technology."Kudyidzana uku kune chinangwa chekuwedzera kusimbisa Wanye's diversified cold chain logistics services kuburikidza nekudyidzana kwakasimba uye kusimbaradza tekinoroji.

Semhando yakazvimirira yezvigadzirwa pasi peVanke Group, Wanye Logistics ikozvino inofukidza 47 maguta makuru munyika yose, ane anopfuura zana nemakumi matanhatu emapaki ekutakura uye chikero chekuchengetera chinodarika mamirioni gumi nemaviri emamita.Inoshanda makumi mana nemapfumbamwe ehunyanzvi inotonhora cheni Logistics mapaki, ichiiita iyo hombe maererano neinotonhora cheni yekuchengetera chiyero muChina.

Yakakura uye yakagovaniswa nzvimbo dzekuchengetera zvinhu ndeye Wanye Logistics 'musimboti wekukwikwidza mukana, ukuwo kusimudzira mashandiro ebasa rekushanda kuchave kutarisisa kwayo mune ramangwana.

Kukura Kwakasimba muCold Chain Logistics

Yakavambwa muna 2015, Wanye Logistics yakaramba ichikura nekukurumidza mumakore achangopfuura.Dhata inoratidza kuti mumakore mana apfuura, Wanye Logistics 'mari yekushandisa yakawana chiyero chekukura kwegore (CAGR) che23.8%.Kunyanya, iyo inotonhora chain bhizinesi mari yakawedzera paCAGR yakakwira ye32.9%, nehuwandu hwemari hunenge hutatu.

Zvinoenderana nedata kubva kuNational Development and Reform Commission, mari yenyika yakawana kukura-pagore kwe2.2% muna 2020, 15.1% muna 2021, uye 4.7% muna 2022. Wanye Logistics 'kukura kwemari mumakore matatu apfuura. yakapfuura zvakanyanya avhareji yeindasitiri, iyo inogona kuverengerwa kune diki hwaro, asi budiriro yayo haigone kurerutswa.

Muhafu yekutanga yegore rino, Wanye Logistics yakawana mari ye1.95 bhiriyoni RMB, gore-pa-gore kuwedzera kwe17%.Kunyangwe huwandu hwekukura hwadzikira, huchiri hwakanyanya kupfuura huwandu hwenyika hwekukura hunosvika 12%.Wanye Logistics 'inotonhora chain logistics services, kunyanya, yakaona 30.3% gore-pa-gore kuwedzera kwemari.

Sezvambotaurwa, Wanye Logistics ine yakakura kutonhora cheni yekuchengetera chiyero muChina.Kusanganisira mapaki mana matsva anotonhora akavhurwa muhafu yekutanga yegore, nzvimbo yekuvaka inotonhora yeWanye inorojeswa inosvika 1.415 miriyoni masikweya mita.

Kuvimba neaya anotonhora chain logistics masevhisi zvakajairika mukana kuna Wanye, nehafu yegore mari ye810 miriyoni RMB inoverengera 42% yemari yese yekambani, kunyangwe nzvimbo inorenda ichingori chikamu chimwe chete muzvitanhatu chenzvimbo inorendwa yematura akajairwa. .

Wanye Logistics 'inomiririra inotonhora cheni paki ndiyo Shenzhen Yantian Cold Chain Park, imba yayo yekutanga yakasungwa inotonhora.Iyi purojekiti inobata nzvimbo inosvika zviuru zana masikweya metres uye yakachengetedza avhareji zuva nezuva inbound vhoriyamu ye5,200 mabhokisi uye inobuda vhoriyamu ye4,250 mabhokisi kubva payakatanga kushanda muna Kubvumbi, ichiiita ine simba chigadzirwa chekurima chinotonhora cheni yekutakura zvinhu muGreater Bay Area. .

Zvichaenda Paruzhinji?

Tichifunga nezvehukuru hwayo, bhizinesi modhi, uye zvakanakira, Wanye Logistics inoita kunge yakagadzirira kupinda mumusika mukuru.Runyerekupe ruchangoburwa rwemusika rwunoratidza kuti Wanye Logistics inogona kuenda kuruzhinji uye ive "yekutanga inotonhora cheni yekutakura zvinhu" muChina.

Kufungidzira kunokurudzirwa nekuwedzera kwekuwedzera kwaWanye, achinongedza pre-IPO simba.Pamusoro pezvo, kuunzwa kwekudyara kweA-kutenderera kubva kuSingapore GIC, Temasek, nevamwe makore angangoita matatu apfuura kunoratidza mukana wekubuda.

Uyezve, Vanke yakaisa mari inopfuura 27.02 bhiriyoni RMB zvakananga mubhizinesi rayo rekugadzirisa zvinhu, zvichiita kuti ive mari huru pakati pemakambani ayo, asi nehuwandu hwekudzoka hwepagore huri pasi pe10%.Chikamu chechikonzero kukosha kwepamusoro kwemapurojekiti ekuchengetedza anotonhora ari kuvakwa, ayo anoda mari yakakura.

Mutungamiri weVanke, Zhu Jiusheng, vakabvuma pamusangano wekuita muna Nyamavhuvhu kuti "kunyangwe bhizinesi reshanduko rikaita zvakanaka, kupa kwaro pachiyero chemari uye purofiti inogona kushomeka."Musika mukuru unokwanisa kupfupisa kutenderera kwekudzoka kwemaindasitiri matsva.

Uyezve, Wanye Logistics yakaisa "100 inotonhora cheni mapaki" muna 2021, kunyanya kuwedzera mari mumaguta makuru.Parizvino, mapaki eWanye Logistics anotonhora ari pasi pehafu yeichi chinangwa.Kukurumidza kuita chirongwa chekuwedzera ichi kuchada rutsigiro rwemusika mukuru.

Muchokwadi, Wanye Logistics yakaedza musika mukuru muna Chikumi 2020, ichiburitsa yayo yekutanga quasi-REITs pamusika weShenzhen Stock Exchange, ine mwero wakaderera we573.2 miriyoni RMB asi mhedzisiro yakanaka yekunyoresa, ichikwezva mari kubva kumasangano akaita seChina Minsheng Bank, Industrial. Bank, China Post Bank, uye China Merchants Bank.Izvi zvinoratidza kwekutanga kucherechedzwa kwemusika kweiyo Logistics park asset mashandiro.

Nekuwedzera kwerutsigiro rwenyika rwezvivakwa REITs mumakore achangopfuura, ruzhinji REITs runyorwa rwemaindasitiri emapaki uye warehousing logistics inogona kuve nzira inoshanda.Pamusangano wekuita muna Kurume gore rino, manejimendi eVanke akataura kuti Wanye Logistics yakasarudza mapurojekiti akati wandei muZhejiang neGuangdong, anofukidza 250,000 square metres, ayo akaendeswa kumakomisheni eKuvandudza uye Reform, nekuburitswa kweREIT kunotarisirwa mukati megore.

Zvakadaro, vamwe vanoongorora vanoti gadziriro dzeWanye Logistics dzekunyorwa hadzisati dzakwana, nemari dzayo dzinotambira kare uye chiyero chichiri kusaririra kuseri kwemazinga epasirese.Kuchengeta kukura richava basa rakakosha kuna Wanye mune ramangwana rinoonekwa.

Izvi zvinoenderana neWanye Logistics 'yakajeka nzira yekuvandudza.Wanye Logistics yakataura nzira yekuronga: Wanye = base × sevhisi^tekinoroji.Nepo zvinorehwa nezviratidzo zvisina kujeka, iwo mazwi akakosha anoratidza capital-centric warehousing network uye tekinoroji-inotsigirwa mashandiro ebasa.

Nekuramba ichisimbisa hwaro hwayo uye nekusimudzira kugona kwesevhisi, Wanye Logistics inomira nemukana uri nani wekufambisa kutenderera kwazvino kweindasitiri yekuderera kwepurofiti uye kutaura nyaya inomanikidza mumusika mukuru.


Nguva yekutumira: Jul-04-2024