Kusuntha kwa Fonterra, wogulitsa mkaka wamkulu padziko lonse lapansi, kwakhala kodabwitsa kwambiri pambuyo poti kulengeza kwadzidzidzi kwakusintha kwakukulu, kuphatikiza mabizinesi ogulitsa monga Anchor.
Masiku ano, New Zealand dairy co-operative yatulutsa zotsatira zake zachitatu za chaka chachuma cha 2024. Malinga ndi zotsatira zachuma, phindu la msonkho la Fonterra pambuyo pa ntchito yopitiliza ntchito kwa miyezi isanu ndi inayi yoyamba ya chaka chachuma cha 2024 chatha April 30 chinali NZ $ 1.013 biliyoni. , kukwera ndi 2 peresenti kuchokera pa nthawi yomweyi chaka chatha.
"Zotsatirazi zidayendetsedwa ndi kupitilizabe kupindula kwakukulu m'magawo onse atatu amakampani." Mkulu wa bungwe la Fonterra Global Miles Hurrell adawonetsa mu lipoti lazopeza kuti, mwa iwo, ntchito zazakudya ndi mabizinesi ogula omwe ali pamndandanda wazogulitsa adachita mwamphamvu kwambiri, pomwe amapeza bwino nthawi yomweyo chaka chatha.
Bambo Miles Hurrell adawululanso lero kuti kuchotsedwa kwa Fonterra kwakopa "chidwi chachikulu" kuchokera kumagulu osiyanasiyana. Chosangalatsa ndichakuti pali atolankhani aku New Zealand omwe "adasankha" chimphona chamkaka cha ku China Yili, akulingalira kuti chikhoza kukhala wogula.
Chithunzi 1
Miles Hurrell, CEO wa Global Fonterra
"Bizinesi yaying'ono"
Tiyeni tiyambe ndi lipoti laposachedwa kwambiri pamsika waku China.
Chithunzi 2
Masiku ano, China ndi gawo limodzi mwa magawo atatu a bizinesi yapadziko lonse ya Fonterra. M'miyezi isanu ndi inayi yoyambirira ya chaka chandalama cha 2024 chomwe chimatha pa Epulo 30, ndalama za Fonterra ku China zidatsika pang'ono, pomwe phindu ndi kuchuluka zidakwera.
Malinga ndi magwiridwe antchito, panthawiyi, ndalama za Fonterra ku Greater China zinali $ 4.573 biliyoni ku New Zealand (pafupifupi 20.315 biliyoni ya yuan), kutsika ndi 7% pachaka. Zogulitsa zidakwera 1% pachaka.
Kuphatikiza apo, phindu lalikulu la Fonterra Greater China linali madola 904 miliyoni a New Zealand (pafupifupi 4.016 biliyoni ya yuan), kuwonjezeka kwa 5%. Ebit inali NZ $ 489 miliyoni (pafupifupi RMB2.172 biliyoni), mpaka 9% kuchokera chaka chatha; Phindu pambuyo pa msonkho linali NZ $ 349 miliyoni (pafupifupi 1.55 biliyoni yuan), kukwera ndi 18 peresenti kuchokera chaka cham'mbuyomo.
Onani magawo atatu abizinesi imodzi ndi imodzi.
Malinga ndi lipoti lazachuma, bizinesi yazinthu zopangira "imakhala ndi ndalama zambiri". M'miyezi isanu ndi inayi yoyambirira ya chaka chandalama cha 2024, bizinesi ya Fonterra's Greater China zopangira zidapanga ndalama zokwana madola 2.504 biliyoni aku New Zealand (pafupifupi 11.124 biliyoni ya yuan), zomwe zimapeza chiwongola dzanja ndi msonkho wa $ 180 miliyoni ku New Zealand (pafupifupi yuan 800 miliyoni), ndi phindu la msonkho wapambuyo pake la madola 123 miliyoni a New Zealand (pafupifupi yuan 546 miliyoni). Zokhwasula-khwasula zinanena kuti zizindikiro zitatuzi zatsika chaka ndi chaka.
Pakuwona kwa phindu, ntchito yoperekera zakudya mosakayikira ndi "bizinesi yopindulitsa kwambiri" ya Fonterra ku Greater China.
Panthawiyi, phindu lisanayambe chiwongoladzanja ndi msonkho wa bizinesi unali madola 440 miliyoni a New Zealand (pafupifupi 1.955 biliyoni ya yuan), ndipo phindu la msonkho pambuyo pa msonkho linali madola 230 miliyoni a New Zealand (pafupifupi yuan 1.022 biliyoni). Kuphatikiza apo, ndalama zafika ku New Zealand madola 1.77 biliyoni (pafupifupi 7.863 biliyoni ya yuan). Zokhwasula-khwasula zimasonyeza kuti zizindikiro zitatuzi zawonjezeka chaka ndi chaka.
Chithunzi 3
Kaya pankhani ya ndalama kapena phindu, “zochuluka” zabizinesi yogulitsira zinthu ndi yaing’ono kwambiri komanso yopanda phindu.
Malinga ndi zomwe zachitika, m'miyezi isanu ndi inayi yoyambirira ya chaka cha 2024, ndalama zomwe bizinesi yamalonda ya Fonterra's Greater China idagula inali madola 299 miliyoni aku New Zealand (pafupifupi 1.328 biliyoni ya yuan), komanso phindu lisanachitike chiwongola dzanja ndi msonkho komanso msonkho wapambuyo pake. phindu linali kutayika kwa 4 miliyoni New Zealand dollars (pafupifupi 17.796 miliyoni yuan), ndipo kutayika kunachepa.
Malinga ndi chilengezo cham'mbuyomu cha Fonterra, bizinesi yogulitsa zinthu ku Greater China ikukonzekeranso kusiya, zomwe zimaphatikizapo mitundu ingapo ya mkaka wosawoneka pang'ono ku China, monga Ancha, Anon, ndi Anmum. Fonterra alibe zolinga zogulitsa bwenzi lake la mkaka, Anchor, yomwe ndi "bizinesi yopindulitsa kwambiri" ku China, ntchito zoperekera zakudya.
"Anchor Food Professionals ali ndi kupezeka kwamphamvu ku Greater China komwe kungathe kukula m'misika monga Southeast Asia. Timagwira ntchito ndi makasitomala a F&B kuyesa ndikupanga zinthu zakukhitchini zawo, pogwiritsa ntchito malo athu ogwiritsira ntchito komanso zida zophika akatswiri. ” Fonterra anatero.
Chithunzi 4
Foni ili 'yosefukira'
Tiyeni tiwone momwe Fonterra amagwirira ntchito.
Malinga ndi lipoti la zachuma, m'miyezi isanu ndi inayi yoyambirira ya chaka chandalama cha 2024, ndalama zopangira bizinesi ya Fonterra zinali 11.138 biliyoni za New Zealand dollars, kutsika ndi 15% pachaka; Phindu pambuyo pa msonkho linali NZ $ 504m, kutsika ndi 44 peresenti kuchokera chaka cham'mbuyo. Ndalama zothandizira chakudya zinali NZ $ 3.088 biliyoni, kukwera ndi 6 peresenti chaka chatha, pamene phindu pambuyo pa msonkho linali NZ $ 335 miliyoni, kulumpha kwa 101 peresenti.
Kuphatikiza apo, bizinesi yogulitsa zinthu zogula inanena kuti ndalama za NZ $ 2.776 biliyoni, kukwera kwa 13 peresenti kuyambira chaka chapitacho, ndi phindu pambuyo pa msonkho wa NZ $ 174 miliyoni, poyerekeza ndi kutayika kwa NZ $ 77 miliyoni munthawi yomweyo chaka chatha.
Chithunzi 5
Ndizodziwikiratu kuti m'malo ofunikirawa kuti akope ogula, bizinesi yamalonda ya Hengtianran yasintha lipoti lamphamvu.
"Kwa bizinesi yogulitsa zinthu, ntchito m'miyezi isanu ndi inayi yapitayi yakhala yabwino kwambiri, imodzi mwazabwino kwambiri pakanthawi kochepa." Bambo Miles Hurrell adanena lero kuti zinalibe kanthu ndi nthawi yowonongeka, koma imasonyeza mphamvu ya mtundu wa Fonterra wa katundu wa ogula, "omwe mungatchule mwamwayi".
Pa Meyi 16, Fonterra adalengeza chimodzi mwazosankha zazikulu zamakampani m'zaka zaposachedwa - dongosolo losiya bizinesi yake yogulitsa zinthu zonse kapena pang'ono, komanso ntchito zophatikizika za Fonterra Oceania ndi Fonterra Sri Lanka.
Padziko lonse lapansi, kampaniyo idati pofotokoza zamalonda, mphamvu zake zili muzamalonda ndi ntchito zazakudya, zomwe zili ndi mitundu iwiri, NZMP ndi Anchor Specialty Dairy Specialty Partners. Chifukwa cha kudzipereka kwake kuti aphatikize udindo wake monga "otsogolera padziko lonse lapansi opanga zopangira za mkaka zamtengo wapatali", malangizo ake asintha kwambiri.
Chithunzi 6
Tsopano zikuwoneka kuti bizinesi yayikulu yomwe chimphona chamkaka cha New Zealand ikufuna kugulitsa sichikusowa chidwi, ndipo chakhala maso a anthu ambiri.
"Kutsatira chilengezo chathu chakusintha kofunikira koyambirira kwa mwezi uno, talandira chidwi chochuluka kuchokera kumagulu omwe akufuna kutenga nawo gawo pazantchito zathu zomwe zingachitike pabizinesi yathu yazinthu zogula ndi mabizinesi ogwirizana nawo." Wan Hao adanena lero.
Chosangalatsa ndichakuti, malinga ndi malipoti atolankhani aku New Zealand lero, Hao Wan adawulula pamsonkhano wamalonda waku China ku Auckland sabata yatha kuti foni yake "ikutentha."
"Ngakhale a Hawan sanafotokoze tsatanetsatane wa zomwe adakambirana pafoni, zikutheka kuti adabwereza zomwe adamuuza omwe adagawana ndi alimi amkaka ndi akuluakulu aboma - sizinali zambiri." Lipotilo linatero.
Ofuna kugula?
Ngakhale Fonterra sananene zomwe zikupita patsogolo, dziko lakunja latenthedwa.
Mwachitsanzo, atolankhani aku Australia a NBR akuti chiwongola dzanja chilichonse mubizinesi iyi chingawononge ndalama zokwana madola 2.5 biliyoni aku Australia (zofanana ndi ma yuan pafupifupi 12 biliyoni), kutengera kuwerengera kofananako. Global multinational Nestle yatchulidwa kuti ikhoza kugula.
Wothandizira zokhwasula-khwasula adawona kuti posachedwa, mu pulogalamu yodziwika bwino yapawayilesi ku New Zealand "The Country", wolandila Jamie Mackay nawonso amatsata Erie. Ananenanso kuti kusanja kwapadziko lonse pamaso pa zimphona zamkaka za Fonterra ndi Lantris, DFA, Nestle, Danone, Yili ndi zina zotero.
"Ndi malingaliro anga komanso malingaliro anga, koma a Yili Group yaku China adagula [100 peresenti] mu [mgwirizano wachiwiri waukulu kwambiri wamkaka ku New Zealand] Westland [mu 2019] ndipo mwina angakonde kupita patsogolo." Mackay akuganiza.
Chithunzi 7
Pa nkhani imeneyi, zokhwasula-khwasula masiku anonso ku mbali Yili ya kufunsa. "Sitinalandire izi pakadali pano, sizikudziwika." Yili yokhudzana ndi udindo adayankha.
Today, pali mkaka makampani akale kale kuti akamwe zoziziritsa kukhosi m'badwo kusanthula ananena kuti Yili zambiri masanjidwe mu New Zealand, n'zotheka kupeza lalikulu si mkulu, ndi Mengniu mu kasamalidwe latsopano wangotenga udindo pa mfundo, ndi zokayikitsa kuchita malonda akuluakulu.
Munthuyo adanenanso kuti pakati pa zimphona zamkaka zapakhomo, Feihe ali ndi kuthekera komanso zomveka "zogulitsa", "chifukwa Feihe samapeza ndalama zonse, komanso amafunikira kukulitsa bizinesi yake ndikukweza mtengo wake." Komabe, Flying Crane sanayankhe mafunso okhudza zokhwasula-khwasula lero.
Chithunzi 8
M'tsogolomu, yemwe adzapeza bizinesi yoyenera ya Fonterra ingakhudze mpikisano wamkaka wamkaka pamsika waku China; Koma zimenezi sizichitika kwa kanthawi. Bambo Miles Hurrell adanena lero kuti ndondomeko yowonongeka inali yoyambirira - kampaniyo inkayembekezera kuti idzatenga miyezi 12 mpaka 18.
"Tadzipereka kudziwitsa alimi ang'onoang'ono, omwe ali ndi mayunitsi, ogwira nawo ntchito komanso msika zomwe zachitika." "Tikupita patsogolo ndi ndondomekoyi ndipo tikuyembekeza kugawana zambiri m'miyezi ikubwerayi," adatero Hao lero.
Malangizo apamwamba
Bambo Miles Hurrell adanena lero kuti chifukwa cha zotsatira zaposachedwa, Fonterra yakweza chiwongolero chake chandalama pazachuma cha 2024 kuchokera pakupitiliza ntchito kuchokera ku NZ $ 0.5-NZ $ 0.65 pagawo mpaka NZ $ 0.6-NZ $ 0.7 pagawo.
"M'nyengo yamakono ya mkaka, tikuyembekeza kuti mtengo wogulira mkaka wapakati ukhala wosasinthika pa NZ $ 7.80 pa kilogalamu imodzi ya zolimba zamkaka. Pamene tikuyandikira kumapeto kwa kotalayi, tachepetsa (kuwongolera mitengo) kukhala NZ $ 7.70 mpaka NZ $ 7.90 pa kilogalamu ya zolimba zamkaka. "Anatero Wan Hao.
Chithunzi 9
"Tikuyembekezera nyengo yamkaka ya 2024/25, kuchuluka kwa mkaka komanso kufunidwa kwa mkaka kumakhalabe koyenera, pomwe zogulitsa ku China sizinabwerere ku mbiri yakale." Ananenanso kuti chifukwa cha kusatsimikizika kwamtsogolo komanso chiopsezo chopitilira kusakhazikika m'misika yapadziko lonse lapansi, ndikwanzeru kusamala.
Fonterra akuyembekeza kuti mtengo wogulira mkaka wosaphika ukhale pakati pa NZ $ 7.25 ndi NZ $ 8.75 pa kilogalamu imodzi ya zolimba zamkaka, ndi pakati pa NZ $ 8.00 pa kilogalamu ya zolimba zamkaka.
Monga wothandizira zida zothandizira ku Fonterra,Shiputecyadzipereka popereka chithandizo chokwanira chapang'onopang'ono cha ufa wa mkaka kumakampani ambiri a mkaka.
Nthawi yotumiza: Jun-03-2024