Mafambiro akaitwa neFonterra, mutengesi mukuru wemukaka pasi rose, atonyanya kushamisa mushure mekuzivisa kwakangoerekana kwaitwa nyaya huru, kusanganisira mabhizinesi ezvigadzirwa zvevatengi seAnchor.

Nhasi, New Zealand dairy co-operative yakaburitsa mhedzisiro yekota yechitatu yegore rezvemari 2024. Zvinoenderana nemhedzisiro yemari, Fonterra's mushure memutero purofiti kubva mukuenderera mberi nekushanda kwemwedzi mipfumbamwe yekutanga yegore rezvemari ra2024 rakapera Kubvumbi 30 yaive NZ $ 1.013 bhiriyoni. , yakakwira ne2 muzana kubva panguva imwe cheteyo gore rapfuura.

"Izvi zvakakonzerwa nekuenderera mberi kwekuwana kwakasimba pazvikamu zvitatu zvezvigadzirwa zvemubatanidzwa." Mukuru weFonterra wepasi rose, Miles Hurrell akataura mumushumo wemihoro kuti, pakati pavo, masevhisi ezvekudya uye mabhizinesi ezvigadzirwa zvevatengi ari parunyorwa rwedhivhesiti akaitwa zvakanyanya, mihoro iri nani panguva imwe cheteyo gore rapfuura.

VaMiles Hurrell vakaburitsawo nhasi kuti kubvisirwa kweFonterra kwakakwezva "kufarira kwakawanda" kubva kumapato akasiyana. Sezvineiwo, kune veNew Zealand vezvenhau "vakasarudzwa" Chinese dairy hofori Yili, vachifungidzira kuti inogona kuve inogona kutenga.

Mufananidzo 1

Miles Hurrell, Global CEO weFonterra

"Bhizinesi shoma"

Ngatitangei nerazvino repoti kadhi kubva kumusika weChinese.

Mufananidzo 2

Nhasi, China inoverengera chikamu chimwe muzvitatu chebhizinesi repasi rose reFonterra. Mumwedzi mipfumbamwe yekutanga yegore rezvemari ra2024 rinopera Kubvumbi 30, mari yeFonterra muChina yakadzikira zvishoma, ukuwo purofiti nehuwandu hwakakwira.

Zvinoenderana nedata rekuita, panguva iyoyo, mari yeFonterra muGreater China yaive 4.573 bhiriyoni New Zealand madhora (angangoita 20.315 bhiriyoni yuan), pasi ne7% gore-pa-gore. Kutengesa kwakakwira 1% gore pagore.

Pamusoro pezvo, purofiti yeFonterra Greater China yaive 904 miriyoni New Zealand madhora (inenge 4.016 bhiriyoni yuan), kuwedzera kwe5%. Ebit yaive NZ $ 489 miriyoni (inenge RMB2.172 bhiriyoni), kumusoro 9% kubva gore rapfuura; Profit mushure memutero yaive NZ $349 miriyoni (inenge 1.55 bhiriyoni yuan), yakakwira 18 muzana kubva pagore rapfuura.

Tarisa uone zvikamu zvitatu zvebhizinesi rimwe nerimwe.

Sekureva kwemushumo wezvemari, bhizinesi rezvigadzirwa richiri "kuverengera ruzhinji" rwemari. Mumwedzi mipfumbamwe yekutanga yegore regore ra2024, bhizinesi reFonterra's Greater China raw materials rakawana mari inosvika 2.504 bhiriyoni New Zealand madhora (anenge 11.124 bhiriyoni yuan), yaiwana mubereko uye mutero we180 miriyoni New Zealand madhora (anenge 800 miriyoni yuan), uye mushure memutero purofiti ye123 miriyoni New Zealand madhora (anenge 546 miriyoni yuan). Snacks akacherechedza kuti zviratidzo zvitatu izvi zvakaderera gore negore.

Kubva pamaonero ekupa purofiti, sevhisi yekudyara pasina mubvunzo iFonterra "bhizinesi rinopa mari zvakanyanya" muGreater China.

Munguva iyi, purofiti pamberi pemubereko uye mutero webhizinesi yaive 440 miriyoni New Zealand madhora (anenge 1.955 bhiriyoni yuan), uye mushure memutero purofiti yaive 230 miriyoni New Zealand madhora (anenge 1.022 bhiriyoni yuan). Mukuwedzera, mari yakasvika mabhiriyoni 1.77 eNew Zealand madhora (anenge mabhiriyoni 7.863 yuan). Snacks akacherechedza kuti izvi zvitatu zviratidzo zvakawedzera gore negore.

Mufananidzo 3

Zvingave maererano nemari kana purofiti, "zvizhinji" zvebhizimusi rezvinhu zvevatengi ndiro diki uye bhizinesi chete risingabatsiri.

Zvinoenderana nedata rekuita, mumwedzi mipfumbamwe yekutanga yegore regore ra2024, mari yebhizinesi reFonterra's Greater China yevatengi zvinhu yaive 299 miriyoni New Zealand madhora (angangoita 1.328 bhiriyoni yuan), uye purofiti pamberi pemubereko uye mutero uye mushure memutero. purofiti yaive kurasikirwa kwe4 miriyoni New Zealand madhora (anenge 17.796 miriyoni yuan), uye kurasikirwa kwakaderedzwa.

Sekureva kwechiziviso cheFonterra chakapfuura, bhizinesi rezvinhu zvevatengi muGreater China rakarongwawo kudhivha, izvo zvinosanganisira huwandu hwemhando dzemukaka dzisingaonekwe muChina, dzakadai saAncha, Anon, uye Anmum. Fonterra haina hurongwa hwekutengesa mudiwa wayo wemukaka, Anchor, rinova "bhizinesi rinopa mari zvakanyanya" muChina, masevhisi ekubika.

"Anchor Food Professionals ine huvepo hwakasimba muGreater China ine mukana wekuwedzera kukura mumisika yakaita seSoutheast Asia. Isu tinoshanda nevatengi vef&B kuyedza nekugadzira zvigadzirwa zvekicheni yavo, tichishandisa nzvimbo yedu yekunyorera uye zviwanikwa zvechef. " Fonterra akadaro.

Mufananidzo 4

Foni yakavharwa

Ngatitarisei kuita kweFonterra kwese.

Maererano neshumo rezvemari, mumwedzi mipfumbamwe yekutanga yegore rezvemari 2024, Fonterra's raw material bhizinesi mari yaive 11.138 bhiriyoni New Zealand madhora, pasi 15% gore negore; Profit mushure memutero yaive NZ $504m, pasi ne44 per cent kubva pagore rapfuura. Mari yemasevhisi echikafu yaive NZ $3.088 bhiriyoni, yakakwira 6 muzana pagore rapfuura, nepo purofiti mushure memutero yaive NZ $335 miriyoni, kusvetuka kwe101 muzana.

Pamusoro pezvo, bhizinesi rezvinhu zvevatengi rakashuma mari yeNZ $ 2.776 bhiriyoni, yakakwira 13 muzana kubva pagore rapfuura, uye purofiti mushure memutero weNZ $ 174 miriyoni, zvichienzaniswa nekurasikirwa kweNZ $ 77 miriyoni panguva imwecheteyo gore rapfuura.

Mufananidzo 5

Zviripachena kuti mune ino kiyi node yekukwezva vangangove vatengi, Hengtianran yevatengi zvinhu bhizinesi rachinja mune yakasimba repoti kadhi.

"Kune bhizinesi rezvinhu zvevatengi, kuita mumwedzi mipfumbamwe yadarika kwave kwakanaka, imwe yeakanakisa munguva yakati wandei." VaMiles Hurrell vakati nhasi hazvinei nechokuita nenguva yekutenderera, asi yakaratidza kusimba kwechiratidzo cheFonterra's consumer goods, "icho chaungadaidza kuti fortuitous".

Musi waChivabvu 16, Fonterra yakazivisa imwe yesarudzo dzakanyanya kukosha dzekambani mumakore achangopfuura - chirongwa chekubvisa zvizere kana zvishoma bhizinesi rezvigadzirwa zvevatengi, pamwe nekubatanidzwa kweFonterra Oceania neFonterra Sri Lanka mashandiro.

Pasi rose, kambani yakati mukuratidzira kwevanodyara mari, simba rayo riri mubhizinesi rayo rekusanganisa uye masevhisi ezvekudya, aine mhando mbiri, NZMP uye Anchor Specialty Dairy Specialty Partners. Nekuda kwekuzvipira kwayo kubatanidza chinzvimbo chayo se "mutengesi anotungamira pasirese wezvakanyanya kukosha zvigadzirwa zvemukaka", gwara rayo rachinja zvakanyanya.

Mufananidzo 6

Ikozvino zvinoita sekunge bhizinesi hombe iro New Zealand dairy hofori inotarisira kutengesa harina kushomeka kwechido, uye rakatove rakawanda remeso evanhu.

"Kutevera chiziviso chedu chekuchinja kwakakosha mugwara kutanga mwedzi uno, takagamuchira chimuko chakakura kubva kumapato arikuda kutora chikamu mukuparadza kwatingaite kwebhizinesi redu rezvigadzirwa zvevatengi nemabhizinesi ane hukama." Wan Hao akadaro nhasi.

Zvinofadza, sekureva kweNew Zealand mishumo nhasi, Hao Wan akazivisa pamusangano webhizinesi weChina muAuckland svondo rapfuura kuti foni yake "yaipisa."

"Kunyangwe Mr Hawan vasina kutaura nezvenhaurirano parunhare, zvingangoita kuti vakadzokorora kumufonera zvavakanga vaudza varimi vemukaka nevakuru vakuru vehurumende - zvainge zvisina zvakawanda." Chirevo chakadaro.

Anogona kutenga here?

Kunyangwe Fonterra isina kuburitsa kumwe kufambira mberi, nyika yekunze yakatsva.

Semuyenzaniso, vezvenhau veAustralia NBR vanofungidzira kuti chero kufarira bhizinesi iri kunoda mari inosvika 2.5 bhiriyoni yemadhora ekuAustralia (yakaenzana neanosvika mabhiriyoni gumi nemaviri eyuan), zvichibva mukukosheswa kwekutengeserana kwakafanana. Global multinational Nestle yakanzi inogona kutenga.

Snack agent akaona kuti nguva pfupi yadarika, muchirongwa cheredhiyo chinozivikanwa muNew Zealand “Nyika”, anotambira Jamie Mackay zvakare akananga kuna Erie. Akataura kuti chinzvimbo chepasi rose pamberi peFonterra dairy hofori ndiLantris, DFA, Nestle, Danone, Yili zvichingodaro.

"Ingori pfungwa dzangu uye fungidziro, asi Yili Group yekuChina yakatenga [zana muzana muzana] mu[New Zealand yechipiri yakakura mumubatanidzwa wemukaka] Westland [muna 2019] uye pamwe vangada kuenderera mberi." Mackay anofunga.

Mufananidzo 7

Panyaya iyi, snacks nhasi zvakare kudivi reYili rekubvunza. "Hatisati tawana ruzivo urwu parizvino, hazvisi pachena." Yiri relevant person in charge akapindura.

Nhasi, kune dairy indasitiri veterans nhasi kuti snack chizvarwa ongororo akati Yili ane zvakawanda marongerwo muNew Zealand, mukana wokuwana hombe haisi yakakwirira, uye Mengniu muhutungamiri hutsva achangotora chigaro pane node, ndiyo. zvisingaite kuita kutengeserana kukuru.

Munhu wacho akafungidzirawo kuti pakati pehofori dzemukaka, Feihe ane mukana uye zvine musoro "kutengesa", "nekuti Feihe haina mari yakakwana chete, asiwo inoda kuwedzera bhizinesi rayo uye kuwedzera kukosha kwayo." Nekudaro, Flying Crane haina kupindura kubvunza nezve snack agent nhasi.

Mufananidzo 8

Mune ramangwana, ndiani achawana bhizinesi rakakodzera reFonterra rinogona kukanganisa maitiro emakwikwi ezvigadzirwa zvemukaka mumusika weChina; Asi izvozvo hazvisi kuzoitika kwechinguva. VaMiles Hurrell vakataura nhasi kuti hurongwa hwekutenderera hwakanga huri padanho rekutanga - kambani yaitarisira kuti inotora mwedzi gumi nemiviri kusvika gumi nemisere.

“Takazvipira kuita kuti varimi vemukaka vagare vachiziviswa nezvezvitsva zviri kuitika.” "Tiri kufambira mberi nechirongwa ichi chekuvandudza uye tinotarisira kugovera zvimwe zvakawanda mumwedzi iri kuuya," Hao akadaro nhasi.

Kutungamira kumusoro

VaMiles Hurrell vataura nhasi kuti semugumisiro wemigumisiro yazvino, Fonterra yakasimudza hutungamiri hwemari yegore ra2024 kubva pakuenderera mberi kwekushanda kubva kuNZ $ 0.5-NZ $ 0.65 per share kusvika kuNZ $ 0.6-NZ $ 0.7 per share.

“Pamwaka uno wemukaka, tinotarisira kuti mutengo wekutenga mukaka wepakati ucharamba usina kuchinja paNZ $7.80 pakg yezvakakora zvemukaka. Sezvo tave pedyo nekupera kwekota, taita kuti (mutengo wekutungamira) usvike paNZ $7.70 kusvika kuNZ $7.90 pakg yezvakaoma mukaka." 'akadaro Wan Hao.

Mufananidzo9

"Tichitarisira kumberi kwemwaka wemukaka wa2024/25, kupihwa kwemukaka uye kudiwa kwesimba kunoramba kuri pakati nepakati, nepo zvinotengeswa kunze kwenyika kuChina zvisati zvadzokera kune zvekare." Akataura kuti nekuda kwekusava nechokwadi kweramangwana uye njodzi yekuenderera mberi kusagadzikana mumisika yepasi rose, zvine hungwaru kutora maitiro ekuchenjerera.

Fonterra inotarisira kuti mutengo wekutenga mukaka uri pakati peNZ $7.25 neNZ $8.75 pakg yezvakakora zvemukaka, nepakati peNZ $8.00 pakg yezvakakora zvemukaka.

Semutengesi wemidziyo yemubatanidzwa weFonterra,Shiputecyakazvipira kupa yakazara seti yeimwe-stop mukaka poda yekurongedza masevhisi kune mazhinji emakambani emukaka.