To say that the capital market is the hottest this year.themeIndustrial cannabis, even if it is not the hottest, is one of the hottest.
With the global legalization of the legalization of medical industrial marijuana and the legalization of CBD (cannabisphenol), there are more and more countries in which industrial cannabis is used in medical care. At the same time, industrial marijuana has set off a wave of investment in the domestic capital market. In a few months, many listed companies in China have successively announced the distribution of industrial marijuana, and the stock price has also risen. Some companies that are engaged in industrial cannabis cultivation or extraction in Yunnan also frequently receive olive branches thrown by capital.
In addition to the soaring stock prices of listed companies, this capital carnival also has behind-the-scenes players "borrowing out to sea", frequently arranged in the A-shares, and boosting their own worth through cooperation with the "listed companies". In short, industrial marijuana seems to be a "golden gold field", capital is rushing in. The industrial marijuana has set off a wave, is the market full of bubbles? The Beijing News reporter recently visited Yunnan marijuana plantations or companies, from industrial marijuana Planting, processing, transportation, extraction and other links, restore the complete industrial chain ecology, and explore the gold rush story behind the crazy marijuana from the perspective of capital.
Capital Carnival: 19 concept stocks doubled on average
According toOriental wealthChoice dataAccording to the statistics of the library, the average increase of 19 industrial cannabis concept stocks has reached 115.38% since 2019. among them,Shun Yu shares,Longjin Pharmaceutical,Zixin Pharmaceutical,Fang Sheng Pharmaceutical,Chengzhi sharesThe increase was 394.69%, 252.86%, 203.21%, 173.79% and 143.38%, respectively.
After reviewing the reporters of the Beijing News, it was found that among the 19 industrial cannabis concept stocks, some industrial cannabis planting areas can reach 40,000 mu, and some companies intend to invest a total of 1 billion yuan.
Gold Rush: Some qualified companies are being contested
This year, industrial marijuana "big outbreak", more and more people began to grow industrial cannabis. Qujing City, Yunnan Province, has become a company of Shunyu, Longjin Pharmaceutical,ConnbeA number of listed companies have chosen the location of industrial cannabis.
For the company, “gold rush” industrial marijuana needs to have CBD qualification, some choose to cooperate with qualified companies, some self-built factories or renovate existing factories. At this time, the company that got the CBD qualification was a hot commodity, and its value rose.
Behind the scenes players: Hanma Group frequently A shares layout
Hanma Group, an industrial marijuana industrial chain investment company established less than 6 years ago, claims to have the only license to extract “CBD” from marijuana in China. It has been included with Galaxy Bio, Shunyi, and Meirui Health. ,Huaren PharmaceuticalThe eight listed companies within the company carried out relevant cooperation.
However, after the feast, the bubble of the marijuana concept stock market value increased rapidly, and the Hanzhong Group’s core subsidiary, Yunnan Hansu 2017Net profitIt is only 10 million yuan and the valuation is less than 1 billion yuan.
(Article source: Beijing News)