Inyathelo lika-Fonterra, oyena mthengisi mkhulu wobisi kwihlabathi, liye laphawuleka ngakumbi emva kokubhengezwa ngequbuliso kotshintsho olukhulu, kubandakanya amashishini emveliso yabathengi afana ne-Anchor.

Namhlanje, intsebenziswano yobisi yaseNew Zealand ikhuphe iziphumo zayo zekota yesithathu kunyaka-mali ka-2024. Ngokweziphumo zemali, inzuzo emva kwerhafu ye-Fonterra evela ekusebenzeni okuqhubekayo kwiinyanga ezilithoba zokuqala zonyaka-mali we-2024 ophelile ngo-Aprili 30 yayiyi-NZ $ 1.013 yezigidigidi. , inyuke nge-2 ekhulwini ukusuka kwixesha elifanayo kunyaka ophelileyo.

"Esi siphumo siqhutywa yimivuzo eyomeleleyo kuwo onke amacandelo amathathu emveliso yomanyano." I-CEO ye-Fonterra yehlabathi u-Miles Hurrell wachaza kwingxelo yemivuzo ukuba, phakathi kwabo, iinkonzo zokutya kunye namashishini empahla yabathengi kuluhlu lwe-divestiture asebenze ngokukodwa, kunye nemivuzo ephuculweyo ngexesha elifanayo kulo nyaka uphelileyo.

UMnu Miles Hurrell uphinde watyhila namhlanje ukuba ukuchithwa okunokwenzeka kweFonterra kuye kwatsala "umdla omkhulu" kumaqela ahlukeneyo. Okubangela umdla kukuba, kukho imithombo yeendaba yaseNew Zealand “echonge” isigebenga sobisi saseTshayina uYili, eqikelela ukuba sinokuba ngumthengi onokubakho.

Ifoto 1

UMiles Hurrell, iGlobal CEO yeFonterra

"Ishishini elincinci"

Masiqale ngekhadi lengxelo yamva nje evela kwimarike yaseTshayina.

Ifoto 2

Namhlanje, iTshayina ibalelwa kwisithathu seshishini lehlabathi leFonterra. Kwiinyanga ezilithoba zokuqala zonyaka-mali ka-2024 ophela nge-30 ka-Epreli, ingeniso ye-Fonterra e-China yehle kancinci, ngelixa inzuzo kunye nomthamo wenyuka.

Ngokwedatha yokusebenza, ngeli xesha, ingeniso ye-Fonterra kwi-Greater China yayiyi-4.573 yeebhiliyoni zeedola zaseNew Zealand (malunga ne-20.315 yeebhiliyoni zeeyuan), phantsi kwe-7% ngonyaka. Iintengiso zinyuke nge-1% ngonyaka.

Ukongeza, inzuzo enkulu yeFonterra Greater China yayingama-904 ezigidi zeedola zaseNew Zealand (malunga ne-4.016 yeebhiliyoni zeeyuan), ukwanda kwe-5%. I-Ebit yayiyi-NZ $ 489 yezigidi (malunga ne-RMB2.172 yezigidigidi), i-9% ukusuka kunyaka odlulileyo; Inzuzo emva kwerhafu NZ $ 349 yezigidi (malunga 1.55 billion yuan), up 18 ekhulwini ukusuka kunyaka ngaphambili.

Jonga kumacandelo amathathu oshishino nganye nganye.

Ngokwengxelo yezemali, ishishini lezinto eziluhlaza “lisabala uninzi” lwengeniso. Kwiinyanga ezilithoba zokuqala zonyaka-mali ka-2024, ishishini le-Fonterra le-Greater China lenza ingeniso ye-2.504 yeebhiliyoni zeedola zaseNew Zealand (malunga ne-11.124 yeebhiliyoni zeeyuan), umvuzo phambi kwenzala kunye nerhafu ye-180 yezigidi zeedola zaseNew Zealand (malunga ne-800 yezigidi zeeyuan), kunye nengeniso yasemva kwerhafu ye-123 lezigidi zeedola zaseNew Zealand (malunga ne-546 yezigidi yuan). Amashwamshwam aqaphele ukuba ezi zalathisi zintathu ziye zehla unyaka nonyaka.

Ngokwembono yegalelo lenzuzo, inkonzo yokutya ngokungathandabuzekiyo “lelona shishini linengeniso” likaFonterra kwi-Greater China.

Ngeli xesha, ingeniso phambi kwenzala kunye nerhafu yeshishini yayizizigidi ezingama-440 zeedola zaseNew Zealand (malunga ne-1.955 yeebhiliyoni zeeyuan), kwaye inzuzo emva kwerhafu yayizizigidi ezingama-230 zeedola zaseNew Zealand (malunga ne-1.022 yeebhiliyoni zeeyuan). Ukongeza, ingeniso ifikelele kwi-1.77 yeebhiliyoni zeedola zaseNew Zealand (malunga ne-7.863 yeebhiliyoni zeeyuan). Amashwamshwam aqaphele ukuba ezi zalathisi zintathu ziye zanda unyaka nonyaka.

Ifoto 3

Nokuba ngokwengeniso okanye inzuzo, “isixa esikhulu” seshishini lempahla yabathengi lelona shishini lincinci nelingenangeniso.

Ngokwedatha yokusebenza, kwiinyanga ezisithoba zokuqala zonyaka-mali ka-2024, ingeniso yeshishini leempahla zabathengi base-Fonterra's Greater China yayizizigidi ezingama-299 zeedola zaseNew Zealand (malunga ne-1.328 yeebhiliyoni zeeyuan), kunye nenzuzo phambi kwenzala kunye nerhafu kunye nerhafu emva kwerhafu. inzuzo yayiyilahleko ye-4 yezigidi zeedola zaseNew Zealand (malunga ne-17.796 yezigidi zeeyuan), kwaye ilahleko yancitshiswa.

Ngokwesibhengezo sangaphambili se-Fonterra, ishishini lempahla yabathengi e-Greater China likwacetywa ukuntywila, okubandakanya inani leemveliso zobisi ezingabonakali kancinci e-China, njenge-Ancha, Anon, kunye ne-Anmum. I-Fonterra ayinazo izicwangciso zokuthengisa iqabane layo lobisi, i-Anchor, eyona "ishishini elinenzuzo kakhulu" e-China, iinkonzo zokutya.

“Abachwephesha boKutya be-Anchor banobukho obuqinileyo kwi-Greater China enokubanakho ukukhula ngakumbi kwiimarike ezifana ne-Southeast Asia. Sisebenza nabathengi be-F&B ukuvavanya kunye nokuphuhlisa iimveliso zamakhitshi abo, sisebenzisa iziko lethu lesicelo kunye nezixhobo zokuphekela zobuchwephesha. ” Utshilo uFonterra.

Umfanekiso 4

Ifowuni 'ifakwe emanzini'

Makhe sijonge ukusebenza ngokubanzi kweFonterra.

Ngokwengxelo yezemali, kwiinyanga ezilithoba zokuqala zonyaka-mali ka-2024, ingeniso yeshishini le-Fonterra yayiyi-11.138 yeebhiliyoni zeedola zaseNew Zealand, phantsi kwe-15% unyaka nonyaka; Inzuzo emva kwerhafu yayiyi-NZ $ 504m, ihle ngeepesenti ezingama-44 ukusuka kunyaka ongaphambili. Ingeniso yeenkonzo zokutya yayiyi-NZ $ 3.088 yezigidigidi, i-6 yeepesenti kunyaka odlulileyo, ngelixa inzuzo emva kwerhafu yayiyi-NZ $ 335 yezigidi, i-jump ye-101 ekhulwini.

Ukongeza, ishishini lempahla yabathengi libike ingeniso ye-NZ $ 2.776 yezigidigidi, i-13 yeepesenti ukusuka kunyaka odlulileyo, kunye nenzuzo emva kwerhafu ye-NZ $ 174 yezigidi, xa kuthelekiswa nelahleko ye-NZ $ 77 yezigidi ngexesha elifanayo kunyaka ophelileyo.

Umfanekiso wesi-5

Kuyacaca ukuba kule node ephambili yokutsala abathengi abanokubakho, ishishini lempahla yabathengi laseHengtianran liguqule ikhadi lengxelo elomeleleyo.

"Kwishishini lempahla yabathengi, ukusebenza kwezi nyanga zilithoba zidlulileyo bekugqwesile, yenye yezona zinto zibalaseleyo ngexesha." UMnu. Miles Hurrell uthe namhlanje ayinanto yakwenza nexesha lokuphonononga, kodwa ibonise amandla ohlobo lwempahla yabathengi beFonterra, "onokuthi uyibize ngethamsanqa".

Nge-16 kaMeyi, i-Fonterra ibhengeze esinye sezona zigqibo zibalulekileyo zenkampani kwiminyaka yakutshanje - isicwangciso sokulahla ngokupheleleyo okanye ngokuyinxenye ishishini lemveliso yabathengi, kunye nokusebenza okuhlanganisiweyo kweFonterra Oceania kunye neFonterra Sri Lanka.

Ehlabathini lonke, inkampani yathi kwinkcazo yomtyali-mali, amandla ayo ahlala kwishishini lezithako kunye neenkonzo zokutya, kunye neempawu ezimbini, i-NZMP kunye ne-Anchor Specialty Dairy Specialty Partners. Njengesiphumo sokuzibophelela ekuhlanganiseni isikhundla sayo “njengomthengisi ohamba phambili kwihlabathi wexabiso eliphezulu lezithako zobisi ezivelisa izinto ezintsha”, isicwangciso-qhinga sayo sitshintshe kakhulu.

Umfanekiso wesi-6

Ngoku kubonakala ngathi ishishini elikhulu elizimisele ukulithengisa isigebenga sobisi saseNew Zealand alinamdla wokunqongophala, kwaye sele lingamehlo abantu abaninzi.

"Emva kwesibhengezo sethu sotshintsho olubalulekileyo kwicala leqhinga ekuqaleni kwale nyanga, sifumene isixa esikhulu somdla kumaqela afuna ukuthatha inxaxheba kuthungelwano lwethu olunokubakho kwishishini lemveliso yabathengi kunye namashishini anxulumeneyo." Wan Hao uthe namhlanje.

Okubangela umdla kukuba, ngokweengxelo zemithombo yeendaba zaseNew Zealand namhlanje, uHao Wan utyhile kwindibano yoshishino yase-China e-Auckland kwiveki ephelileyo ukuba ifowuni yakhe "ishushu."

"Nangona umnumzana Hawan engakhange azichaze iinkcukacha zencoko yomnxeba, kusenokwenzeka ukuba uphindaphinde umnxeba into awayeyixelele abaninizabelo bamafama obisi kunye namagosa karhulumente - ibingeninzi." Yatsho ingxelo.

Umthengi onokubakho?

Nangona i-Fonterra ingazange ichaze inkqubela phambili, ihlabathi langaphandle lishushu.

Ngokomzekelo, i-NBR yeendaba zase-Australia iqikelela ukuba nayiphi na inzala kweli shishini iya kuxabisa malunga ne-2.5 yeebhiliyoni zeedola zase-Australia (elingana ne-12 yeebhiliyoni zeeyuan), ngokusekelwe kuqikelelo lwentengiselwano efanayo. I-Global Multinational Nestle ikhankanywe njengomthengi onokubakho.

Umenzeli we-snack uye waqaphela ukuba kutsha nje, kwinkqubo kanomathotholo eyaziwayo yaseNew Zealand ethi "Ilizwe", umsasazi uJamie Mackay naye ubonisa u-Erie. Uthe inqanaba lehlabathi phambi kweengxilimbela zobisi zeFonterra yiLantris, DFA, Nestle, Danone, Yili njalo njalo.

“Ziingcinga zam nje kunye noqikelelo lwam, kodwa iQela lase-Yili laseTshayina lithenge [ipesenti ezili-100] [kwishishini lobisi lesibini ngobukhulu eNew Zealand] eWestland [ngo-2019] kwaye mhlawumbi banganomdla wokuqhubela phambili. UMakkay uyacinga.

Umfanekiso 7

Kule nkalo, i-snacks namhlanje kwakhona ukuya kwicala le-Yili lombuzo. “Asikalufumani olu lwazi okwangoku, ayicacanga.” Yili umntu ochaphazelekayo ophetheyo waphendula.

Namhlanje, kukho amagqala emveliso yobisi namhlanje ukuba uhlalutyo isizukulwana ukushwashwamshwam, wathi Yili has a lot of ubeko eNew Zealand, ithuba lokufumana enkulu ayikho phezulu, kwaye Mengniu kulawulo olutsha ithathe isikhundla kwi node, oko. akunakwenzeka ukwenza iintengiselwano ezinkulu.

Lo mntu uphinde waqikelela ukuba phakathi kwezigebenga zobisi zasekhaya, uFeihe unethuba kunye nengqiqo “yokuthengisa”, “kuba iFeihe ayixhaswanga ngokupheleleyo ngemali kuphela, kodwa ikwanesidingo sokwandisa ishishini layo kunye nokuphucula ixabiso layo.” Nangona kunjalo, iFlying Crane ayizange iphendule imibuzo malunga ne-snack agent namhlanje.

Umfanekiso 8

Kwixesha elizayo, ngubani oza kufumana ishishini elifanelekileyo le-Fonterra inokuchaphazela indlela yokhuphiswano lweemveliso zobisi kwimarike yaseTshayina; Kodwa oko akuyi kwenzeka okwethutyana. UMnu Miles Hurrell uthe namhlanje ukuba inkqubo ye-spin-off yayisekuqaleni - inkampani yayilindele ukuba ithathe ubuncinane kwiinyanga ezili-12 ukuya kwii-18.

“Sizibophelele ekugcineni abanini-zabelo bamafama obisi, abanini ziyunithi, abasebenzi bethu kunye nemarike ngophuhliso olutsha.” "Siqhubela phambili ngolu hlaziyo lwesicwangciso kwaye sinethemba lokwabelana ngeenkcukacha ngakumbi kwiinyanga ezizayo," utshilo uHao namhlanje.

Isikhokelo esiphezulu

UMnumzana Miles Hurrell uthe namhlanje ngenxa yeziphumo zamva nje, i-Fonterra inyuse uluhlu lwesikhokelo sengeniso yemali ka-2024 ukusuka ekusebenzeni okuqhubekayo ukusuka kwi-NZ $ 0.5-NZ $ 0.65 ngesabelo ukuya kwi-NZ $ 0.6-NZ $ 0.7 ngesabelo ngasinye.

“Ngeli xesha lobisi lwangoku, silindele ukuba ixabiso eliphakathi lokuthenga ubisi lihlale lingatshintshi kwi-NZ $7.80 ngekhilogram yobisi oluqinileyo. Njengoko sisondela ekupheleni kwekota, siye sacutha (isikhokelo samaxabiso) ukuya kwi-NZ $7.70 ukuya kwi-NZ $7.90 ngekhilogram yobisi oluqinileyo.” Wathi uWan Hao.

Umfanekiso 9

"Sijonge phambili kwixesha lobisi lonyaka ka-2024/25, unikezelo lobisi kunye namandla emfuno ahlala elungelelene, ngelixa ukuthengwa kwelizwe lase China kusafuneka kubuyele kumanqanaba embali." Uthe ngenxa yokungaqiniseki kwekamva kunye nomngcipheko wokungaguquguquki okuqhubekayo kwiimarike zehlabathi, kububulumko ukuthatha isimo sengqondo esilumkileyo.

I-Fonterra ilindele ukuba ixabiso lokuthenga ubisi ekrwada libe phakathi kwe-NZ $7.25 kunye neNZ $8.75 ngekhilogram yobisi oluqinileyo, kunye ne-midpoint ye-NZ $8.00 ngekhilogram yobisi oluqinileyo.

Njengomthengisi wezixhobo ezisebenzisanayo zeFonterra,Shiputecuzibophelele ekuboneleleni ngeseti epheleleyo yeenkonzo zokupakishwa komgubo wobisi kuninzi lweenkampani zobisi.