区块链明星投资人李笑来没想到,自己再度成为舆论焦点,竟是因为“大麻”。
The investor in the block chain, Lee, laughed at the fact that he had once again become the focus of public opinion because of “herb”.
3月7日夜里,坐在电脑前的李笑来越想越不对劲,“搞得好像李笑来去买毒品了似的,也是让我哑然失笑的手段……”,他略带不满地敲出了这段文字。
On the night of 7 March, the laughter of Lee, sitting in front of the computer, became more and more unconscionable, “making it look as if he had come to buy drugs and as a means of making me laugh...”, he knocked out the text with some dissatisfaction.
几分钟后,他的微信公众号上发出了一篇名为《李笑来去种大麻了吗?》的文章,澄清与反击了近来网络中流传甚广的另一篇文章——《李笑来去“种大麻”了》。
A few minutes later, he posted an article called "Did Li laugh to grow marijuana?" to clarify and counter another article that has recently spread widely on the Internet: "Li laughs to grow marijuana".
截自微信公众号“学习学习再学习”
"Learning Re-Learning"
回想李笑来上一次大规模暴露在公众面前,还是去年7月那次 “割韭菜”言论所引发的币圈动荡。而在这一次的“大麻事件”中,李笑来显得理直气壮并极力撇清关系。
Thinking back of Lee’s last large-scale exposure to the public, or the currency turmoil caused by last July’s “cuttering” speech. In this case, Li’s laughter appeared to be straightforward and evasive.
即便如此,作为拥有区块链背景的香港上市公司、由李笑来担任联席CEO的雄岸科技(01647.HK)已经尝到了甜头——3月6日,因宣布全资子公司与大兴安岭百成汉麻种植农民专业合作社(下文简称“百成汉麻”)订立了有关工业大麻的种植协议,股价一度飙涨。
Even so, the top technology (01647.HK) of Hong Kong's listed company, with Li Xiao Xiao as co-chair of the CEO, which has the background to the block chain, has been well received — on 6 March, stock prices rose sharply in connection with the announcement of an agreement on the cultivation of industrial cannabis between the wholly-owned subsidiary and the 100 per cent Chinese-growing farmers' professional cooperative (hereinafter referred to as “the 100 per cent Hanmah”).
“还没谱呢,谁出资我们就给谁种!现在钱还没到位,合作能不能成还不确定。”相比于雄岸科技的言之凿凿,百成汉麻的创办人却给出了这样的答复。
“It's not clear who's going to pay for it, we're going to give it to him! The money is not in place, and cooperation isn't certain.” This is a response from the founder of all the technology.
3月7日晚,雄岸再度发布公告,表示其全资子公司又与吉林省梅河口市人民政府签订了有关汉麻种植的框架协议,具体内容依旧没有公开。
On the evening of 7 March, Yusaki issued another announcement stating that his wholly-owned subsidiary had also signed a framework agreement with the People's Government of the city of May mouth, Jilin Province, on the cultivation of Haname, which remained undisclosed.
随着国内工业大麻开放种植的步伐加快,这个产业似乎在一夜之间成了资本新宠,引发多个上市公司的大力布局,雄岸科技也就此资本市场中追逐风口的典型。
As the pace of opening up the cultivation of cannabis in the domestic industry accelerated, the industry appeared to have become a new capital overnight, triggering a strong deployment of a number of listed companies, and male-bank technology was typical of this capital market.
但,工业大麻当真会是一门赚钱的生意吗?
But would industrial marijuana really be a profit-making business?
一分钱都还没花
/strong'
区块链上市公司成“大麻概念股”
The company listed in the block chain at
“李笑来种大麻了?显然没有。李笑来所任联席 CEO 的一家上市公司,雄岸科技,签了个协议,'聘请百成汉麻为其工业大麻种植项目合作伙伴' —— 这是公司行为,并非李笑来个人行为。”李笑来的澄清文章这样写道。
"Li laughs at growing marijuana? Obviously not. Li laughs at a listed company that co-chairs the CEO, Yusaki Technology, signed an agreement to hire 100% Haname as a partner in the industrial cannabis cultivation project." This is corporate behavior, not Li laughs at personal behaviors. Li laughs at the clarification article.
事件源于3月5日晚雄岸科技的一纸公告,公司表示旗下的雄岸科技(香港)有限公司(下文简称雄岸香港)聘请百成汉麻为其工业大麻种植项目的合作伙伴。雄岸香港负责出钱,百成汉麻负责种植、管理及收获。协议届满于2019年12月31日,服务费用将在项目确定地点后再协定。
The incident originated on the evening of March 5, when the company announced that the company had hired 100% Haname (Hong Kong) Ltd. (hereinafter referred to as Hong Kong) as a partner in the industrial cannabis project. Hong Kong is responsible for the money and 100% for the cultivation, management, and harvesting of the plant. The agreement expired on December 31, 2019, and the cost of services will be agreed upon after the project has been located.
3月6日,雄岸科技的股价应声大涨,当日涨幅超23%。
On 6 March, the share price of the male shore technology rose dramatically, by more than 23 per cent on that day.
3月8日晚,每日经济新闻(微信号:nbdnews)记者联系到了百成汉麻的创办人张康宁。提到与雄岸科技的合作,张康宁表示:
On the evening of March 8, daily economic news (micro sign: nbdnews) journalists reached Zhang Coning, the founder of the 100% Han-jae. Referring to cooperation with Yuji technology, Zhang Coning said:
“说实话,谁拿钱了我们就给谁给种。现在的合作还是一个很初步的情况,最后能不能成还不确定,之前我们就遇到过客户反悔的情况。”
"The truth is, whoever takes the money, we give it to him. Cooperation is a very preliminary situation, and we're not sure if we're gonna make it, and we've had our client's regrets before."
由于工业大麻在市场的应用渠道比较受限,种植方往往拿到了资金才开始种植已经成为了行业内默认的规则。
Since the market access for industrial cannabis is more restricted, growers tend to have access to funds before planting becomes the default rule within the industry.
“意向性的协议可以签,拿钱的话我就给你种。”张康宁补充道。
“Intentional agreements can be signed, and I'll plant them for you.” Jang Conning added.
而在宣布与百成汉麻的合作后,3月7日晚,雄岸科技再度发布公告,表示雄岸香港又与吉林省梅河口市人民政府订立了有关汉麻(尤其是高大麻二酚 (CBD) 汉麻种植资源)室内种植、加工及推广销售一体化以及提升汉麻产品附加值内容的协议。
On the evening of 7 March, following the announcement of cooperation with 100 per cent of the Chinese people, a new announcement was issued by Yusaki Technology, stating that it had concluded an agreement with the People's Government of the city of Meiguchi, Jilin Province, on the integration of indoor cultivation, processing and marketing, especially of high-cannabinol (CBD) and the promotion of the value-added content of the Chinese products.
由于吉林省有关工业大麻种植的《禁毒条例》的法律修订尚未完成,雄岸科技与梅河口市政府的合作也就尚需时日推进。
Since the legislative amendments to the Anti-Drug Ordinance on industrial cannabis cultivation in Jilin Province have not yet been completed, it will take some time to move forward with the collaboration between Yujia-Technology and the Municipality of Mayoguchi.
3月8日下午,记者先后将采访提纲发送至梅河口市政府和雄岸科技,以咨询以上合作的形式和具体内容,截至发稿尚未得到回应。
On the afternoon of 8 March, the journalist sent an outline of the interview to the Maeguchi Municipality and to Yujia-Technology for consultation on the form and specific content of the above cooperation, which had not yet been responded to by the time of the submission.
需要注意的是,雄岸科技股价的这波上涨态势,在3月6日之后便偃旗息鼓,7日大跌24.03%,8日收跌4.27%——但截至目前,其3月的6个交易日累计涨幅仍超过36%。
It is important to note that this wave of increases in the prices of males' shares in technology has stagnated after 6 March, with a sharp fall of 24.03 per cent on 7 and a fall of 4.27 per cent on 8 August — yet, to date, the cumulative increase in their six trading days in March still exceeds 36 per cent.
追风口的企业还有不少
There's still a lot of .
所谓工业大麻,指的是四氢大麻酚含量低于0.3%的大麻属原植物及其提取产品。在我国,工业大麻也被称为汉麻(或线麻、寒麻、火麻等),是大麻科大麻属的草本植物。不同于毒品大麻,工业大麻的干物质重量百分比较低,在医药、食品保健、农业方面中均有广泛应用。
In our country, industrial cannabis is also referred to as the herb plant of cannabis, which is known as cannabis (or melancholy, melancholy, pyrotechnic, etc.). Unlike drug cannabis, industrial cannabis has a lower percentage of dry matter and is widely used in medicine, food health, agriculture, etc.
放眼全球,美国、英国、加拿大、俄罗斯、日本等国家的工业大麻种植都有合法化的先例。在我国,开放工业大麻的种植进程也已明显加快。
Globally, industrial cannabis cultivation in countries such as the United States, the United Kingdom, Canada, Russia, Japan, etc. has been legalized. In my country, the process of opening up industrial cannabis cultivation has also clearly accelerated.
2010年,云南正式施行《云南省工业大麻种植加工许可规定》,成为国内第一个允许种植工业大麻的省份;2017年,黑龙江省正式修改《禁毒条例》,允许对工业大麻的种植、加工、销售进行专项管理;今年3月,吉林省也开始允许种植工业大麻。
In 2010, Yunnan became the country's first province to allow the cultivation of industrial cannabis, with the formal application of the Industrial Cannabis Plant Processing Licence in Yunnan Province; in 2017, Heilongjiang Province formally amended its Anti-Drug Regulations to allow for the special management of the cultivation, processing and sale of industrial cannabis; and in March this year Jilin Province also began to permit the cultivation of industrial cannabis.
在这种背景下,资本市场对于工业大麻产业的嗅觉也十分敏锐,多个上市公司纷纷展开布局。而借由工业大麻概念的不断升温,像雄岸科技一样,不少公司也曾经历了股价大涨。
In this context, capital markets are also keen to smell the industrial cannabis industry, with a number of listed companies making arrangements. With the industrial cannabis concept on the rise, a number of companies have experienced a huge increase in equity prices, as has been the case with male-back technology.
今年1月,顺灏股份(002565.SZ)发布公告称全资子公司取得了加工大麻花叶项目的申请批复,并开始布局工业大麻的科学研究、种植、加工及其产品的销售。在此之后,顺灏股份股票多次出现涨停现象;
In January of this year, a circular was issued stating that the wholly-owned subsidiary had obtained the approval of applications for the processing of cannabis leaf projects and had begun to distribute industrial scientific research, cultivation, processing and sale of its products. Since then, there has been a proliferation of stocks;
今年2月,康恩贝(600572.SH)披露称公司下属子公司取得了《云南省工业大麻种植许可证》。从该公告发布至3月8日收盘,公司股票涨幅已经高达39.7%;紫鑫药业(02118.SZ)也因其荷兰子公司与吉林省农业科学院《工业大麻合作研究协议》经历了股价大涨。
In February of this year, Connbé (600572.SH) disclosed that its subsidiary had obtained a licence for the industrial cultivation of cannabis in Yunnan Province. From the announcement to its closing date on 8 March, the company’s stock stock had increased by 39.7 per cent; and the purple medicine industry (02118.SZ) had experienced a significant increase in stock prices as a result of its Dutch subsidiary’s Cooperative Research Agreement on Industrial Cannabis with the Academy of Agricultural Sciences of Jilin Province.
工业大麻的“魅力”可见一斑,但这也引发了行业内关于有公司借概念炒作,投机蹭风口的讨论。
The “characterism” of industrial cannabis can be seen, but it has also triggered discussions within the industry about the existence of companies that have taken advantage of the concept of speculation.
在《李笑来去“种大麻”了》的文章中,雄岸科技便引发了这样的争议,李笑来的愤怒也与此相关。
In the article "Li laughs to grow marijuana", the debate was triggered by the technology and the anger of Li laughs.
公开信息显示,自去年5月起,自然人姚勇杰联合其一致行动人开始展开对香港上市公司SHIS(雄岸科技的前身)的全面收购,雄岸科技就此借壳上市。而这位姚勇杰正是此前与李笑来共同发起雄岸全球区块链创新基金的联合创始人。
According to public information, starting in May last year, a natural person, Yao Yongjie, joined his co-actors to start a full-scale acquisition of Hong Kong’s listed company, SHIS, the predecessor of Yuji technology, which is now on the market. Yao Yongjie was the co-founder of Li’s previous initiative to launch a global block-chain innovation fund.
借壳之后,除了继续布局区块链产业,工业大麻则成为公司的最新业务进展,雄岸科技也成为当之无愧的“追风口的公司”。
After borrowing the shell, in addition to continuing the block chain industry, the industrial cannabis became the latest business development for the company, as well as a well-deserved “challenging company”.
相比于资本市场的热切关注,工业大麻产业在我国尚在早期发展阶段的现状不容忽视,其发展前景和方向在当下也很难做出准确预测。
Compared to the keen interest in capital markets, the current state of the industrial cannabis industry in the early stages of development in the country cannot be ignored, and its prospects and direction are difficult to predict accurately at the present time.
来源:每日经济新闻
Source: Daily economic news.
(编辑:叶映橙)
(ed. Leaf Orange)
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