Wanye Logistics na Ci gaba da Faɗawa: Shin Zai Zama Farkon Sarkar Sanyi Logistics IPO?

A cikin makon da ya gabata, Wanye Logistics ya kasance mai himma sosai, yana shiga cikin haɗin gwiwa tare da mai ba da sabis na sarkar samar da kayayyaki "Yuncangpei" da dandamalin kasuwancin ruwa na kan layi "Fasahar Huacai."Waɗannan haɗin gwiwar suna nufin ƙara ƙarfafa ɓangarorin sabis na saƙon sanyi na Wanye ta hanyar haɗin gwiwa mai ƙarfi da ƙarfafa fasaha.

A matsayin alamar dabaru mai zaman kanta a ƙarƙashin ƙungiyar Vanke, Wanye Logistics yanzu ya rufe manyan biranen 47 a duk faɗin ƙasar, tare da wuraren shakatawa sama da 160 da sikelin ajiya wanda ya wuce murabba'in murabba'in miliyan 12.Yana gudanar da wuraren shakatawa na musamman guda 49 na sanyi, wanda ya sa ya zama mafi girma a cikin ma'aunin ajiyar sarkar sanyi a kasar Sin.

Wuraren wuraren ajiyar kaya masu yawa da kuma rarraba su sune babban fa'idar gasa ta Wanye Logistics, yayin da haɓaka ƙarfin sabis na aiki zai zama abin da za a mai da hankali a nan gaba.

Ƙarfi mai ƙarfi a cikin Salon Sarkar sanyi

An kafa shi a cikin 2015, Wanye Logistics ya kiyaye saurin girma a cikin 'yan shekarun nan.Bayanai sun nuna cewa a cikin shekaru hudu da suka gabata, kudaden shiga na Wanye Logistics' na aiki ya sami babban adadin girma na shekara-shekara (CAGR) na 23.8%.Musamman, kudin shiga kasuwancin sarkar sanyi ya karu a madaidaicin CAGR na 32.9%, tare da sikelin kudaden shiga kusan ninki uku.

Alkaluman da hukumar raya kasa da kawo sauyi ta kasa ta fitar sun nuna cewa, kudaden shigar da kayayyaki na kasa ya samu karuwar kashi 2.2% a shekarar 2020, da kashi 15.1% a shekarar 2021, da kuma kashi 4.7% a shekarar 2022. Yawan karuwar kudaden shiga na Wanye Logistics a cikin shekaru uku da suka gabata. ya zarce matsakaicin matsakaicin masana'antu, wanda za a iya danganta shi da ƙaramin tushe, amma ba za a iya la'akari da yuwuwar ci gabanta ba.

A farkon rabin wannan shekarar, kamfanin Wanye Logistics ya samu kudin shiga da ya kai RMB biliyan 1.95, karuwar da ya kai kashi 17 cikin dari a duk shekara.Kodayake yawan ci gaban ya ragu, har yanzu yana da girma fiye da matsakaicin ci gaban ƙasa na kusan kashi 12%.Ayyukan Wanye Logistics na sanyi sarkar dabaru, musamman, sun ga karuwar kudaden shiga da kashi 30.3% duk shekara.

Kamar yadda aka ambata a baya, Wanye Logistics yana da ma'aunin ajiyar sarkar sanyi mafi girma a China.Ciki har da sabbin wuraren shakatawa na sarkar sanyi guda hudu da aka bude a farkon rabin shekara, yankin ginin da ake hayar sarkar sanyi na Wanye ya kai murabba'in murabba'in miliyan 1.415.

Dogaro da waɗannan sabis ɗin kayan aikin sarkar sanyi a zahiri wata fa'ida ce ga Wanye, tare da kudaden shiga na rabin shekara na RMB miliyan 810 ya kai kashi 42% na jimlar kuɗin da kamfani ke samu, duk da cewa yankin da ake hayar ya kasance kashi ɗaya cikin shida na wurin haya na daidaitattun ɗakunan ajiya. .

Babban wurin shakatawa na sarkar sanyi na Wanye Logistics shine Shenzhen Yantian Cold Chain Park, rumbun ajiyar sanyi na farko.Wannan aikin ya ƙunshi yanki mai faɗin murabba'in murabba'in murabba'in 100,000 kuma ya kiyaye matsakaicin ƙarar kwalaye 5,200 da ke shigowa kullun da ƙarar akwatuna 4,250 da ke waje tun lokacin da aka fara aiki a cikin Afrilu, wanda ya mai da shi babban filin aikin noma sanyi sarkar dabaru a cikin Greater Bay Area. .

Shin Zai Tafi Jama'a?

Idan aka yi la'akari da sikelin sa, tsarin kasuwanci, da fa'idodinsa, Wanye Logistics da alama yana shirin shiga kasuwar babban birnin.Jita-jita na kwanan nan na kasuwa sun nuna cewa Wanye Logistics na iya zuwa jama'a kuma ya zama "hannun sayayya na sarkar sanyi na farko" a China.

Hasashe yana ƙara haɓaka ta hanyar haɓakar haɓakar Wanye, yana nuni ga ci gaban IPO.Bugu da ƙari, ƙaddamar da saka hannun jari na A-zagaye daga GIC na Singapore, Temasek, da sauransu kusan shekaru uku da suka gabata yana nuna yiwuwar sake zagayowar fita.

Haka kuma, Vanke ya zuba sama da RMB biliyan 27.02 kai tsaye cikin kasuwancin sa na dabaru, wanda ya sa ya zama mafi girman saka hannun jari a tsakanin rassansa, duk da haka yana da adadin dawowar shekara na kasa da 10%.Wani bangare na dalilin shine babban darajar kayan aikin ajiyar sanyi da ake ginawa, wanda ke buƙatar babban jari.

Shugaban Vanke Zhu Jiusheng ya amince a wani taro na watan Agusta cewa "ko da kasuwancin sauye-sauye ya yi kyau, gudummawar da take bayarwa ga ma'aunin kudaden shiga da ribar da ake samu na iya iyakancewa."A bayyane yake kasuwar babban birnin na iya rage dawowar sabbin masana'antu.

Bugu da ƙari, Wanye Logistics ya saita manufa "100 sanyi sarkar shakatawa" a cikin 2021, musamman haɓaka saka hannun jari a manyan biranen.A halin yanzu, wuraren shakatawa na sarkar sanyi na Wanye Logistics ba su kai rabin wannan manufa ba.Aiwatar da wannan shirin faɗaɗa cikin sauri zai buƙaci tallafin babban kasuwa.

A hakikanin gaskiya, Wanye Logistics ya gwada kasuwar babban birnin a watan Yuni 2020, yana ba da kima-REITs na farko a kasuwar hada-hadar hannayen jari ta Shenzhen, tare da matsakaicin ma'auni na RMB miliyan 573.2 amma kyakkyawan sakamakon biyan kuɗi, yana jawo hannun jari daga cibiyoyi kamar China Minsheng Bank, Masana'antu. Bankin China, Bankin Kasuwancin China, da Bankin Kasuwancin China.Wannan yana nuna ƙimar farkon kasuwa game da ayyukan kadarorinta na wurin shakatawa.

Tare da ƙarin tallafin ƙasa don REITs na kayayyakin more rayuwa a cikin 'yan shekarun nan, lissafin jama'a REITs don wuraren shakatawa na masana'antu da kayan aikin ajiya na iya zama hanya mai dacewa.A wani taron karawa juna sani da aka yi a watan Maris din bana, hukumar gudanarwar Vanke ta bayyana cewa, kamfanin Wanye Logistics ya zabo ayyukan kadarori da dama a yankunan Zhejiang da Guangdong, wadanda suka shafi murabba'in murabba'in mita 250,000, wadanda aka gabatar da su ga hukumomin raya kasa da gyare-gyare na gida, tare da sa ran fitar da REIT a cikin wannan shekarar.

Duk da haka, wasu manazarta sun nuna cewa shirye-shiryen Wanye Logistics na jeri bai isa ba tukuna, tare da samun kuɗin shiga da kuma ma'aunin da yake samu a baya.Tsayawa girma zai zama muhimmin aiki ga Wanye a nan gaba.

Wannan ya yi daidai da bayyananniyar jagorar ci gaban Wanye Logistics.Wanye Logistics ya bayyana dabarar dabara: Wanye = tushe × sabis^ fasaha.Yayin da ba a san ma'anar alamomin ba, kalmomin suna nuna babbar hanyar sadarwa ta wurin ajiyar kayayyaki da kuma damar aikin sabis na tallafi na fasaha.

Ta ci gaba da ƙarfafa tushen sa da haɓaka damar sabis, Wanye Logistics yana da mafi kyawun damar kewaya tsarin masana'antu na yanzu na raguwar riba da ba da labari mai gamsarwa a cikin babban kasuwar.


Lokacin aikawa: Jul-04-2024