Isinyathelo sika-Fonterra, umkhiqizi wobisi omkhulu kunawo wonke emhlabeni, sesiphawuleka nakakhulu ngemva kokumenyezelwa okuzumayo kokushintshashintsha okukhulu, okuhlanganisa namabhizinisi emikhiqizo yabathengi njenge-Anchor.

Namuhla, umfelandawonye wezobisi waseNew Zealand ukhiphe imiphumela yekota yesithathu yonyaka wezimali ka-2024. Ngokwemiphumela yezezimali, inzuzo yangemva kwentela ka-Fonterra ngokuqhubeka nokusebenza ezinyangeni eziyisishiyagalolunye zokuqala zonyaka wezimali ka-2024 ophele ngo-April 30 yayiyi-NZ $ 1.013 billion. , ikhuphuke ngamaphesenti amabili kusukela esikhathini esifanayo ngonyaka odlule.

"Lo mphumela ugqugquzelwe yimali eqhubekayo eqinile kuzo zonke izingxenye ezintathu zemikhiqizo yomfelandawonye." Isikhulu esiphezulu se-Fonterra u-Miles Hurrell uveze embikweni weholo ukuthi, phakathi kwakho, izinsiza zokudla kanye namabhizinisi ezimpahla zabathengi abasohlwini lwe-divestiture asebenze ngamandla ikakhulukazi, nenzuzo yaba ngcono ngesikhathi esifanayo ngonyaka odlule.

UMnu. Miles Hurrell uphinde waveza namuhla ukuthi ukuhlukaniswa okungenzeka kwe-Fonterra kuye kwaheha "intshisekelo enkulu" evela emaqenjini ahlukene. Kuyathakazelisa ukuthi kunemithombo yezindaba yaseNew Zealand “eqoke” umdondoshiya wobisi waseShayina u-Yili, eqagela ukuthi ingase ibe umthengi ongase abe umthengi.

Isithombe 1

UMiles Hurrell, i-Global CEO ye-Fonterra

"Ibhizinisi elincane"

Ake siqale ngekhadi lombiko lakamuva elivela emakethe yaseShayina.

Isithombe 2

Namuhla, i-China yenza cishe ingxenye yesithathu yebhizinisi lomhlaba wonke le-Fonterra. Ezinyangeni zokuqala eziyisishiyagalolunye zonyaka wezimali ka-2024 ophela ngo-Ephreli 30, imali engenayo yakwaFonterra eChina yehle kancane, kuyilapho inzuzo nevolumu kukhuphuka.

Ngokwedatha yokusebenza, phakathi naleso sikhathi, imali engenayo ye-Fonterra e-Greater China yayingamadola ayizigidi eziyizinkulungwane ezingu-4.573 eNew Zealand (cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-20.315), yehle ngo-7% unyaka nonyaka. Ukuthengisa bekukhuphuke ngo-1% unyaka nonyaka.

Ngaphezu kwalokho, inzuzo enkulu ye-Fonterra Greater China yayiyizigidi ezingu-904 zamadola aseNew Zealand (cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-4.016), okukhuphuke ngo-5%. I-Ebit yayiyi-NZ $489 million (cishe i-RMB2.172 billion), ikhuphuke ngo-9% kusukela ngonyaka odlule; Inzuzo ngemva kwentela yayingu-NZ $349 million (cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-1.55), ikhuphuke ngamaphesenti angu-18 kusukela ngonyaka odlule.

Bheka izingxenye ezintathu zebhizinisi ngayinye ngayinye.

Ngokombiko wezezimali, ibhizinisi lempahla yokusetshenziswa “lisabala iningi” lemali engenayo. Ezinyangeni eziyisishiyagalolunye zokuqala zonyaka wezimali ka-2024, ibhizinisi le-Fonterra's Greater China lenza imali eyizigidi eziyizinkulungwane ezingu-2.504 zamadola aseNew Zealand (cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-11.124), imali engenayo ngaphambi kwenzalo nentela yezigidi ezingu-180 zamadola aseNew Zealand (cishe ama-yuan ayizigidi ezingu-800), kanye nenzuzo yangemva kwentela eyizigidi eziyi-123 zamadola aseNew Zealand (cishe izigidi ezingama-546 yuan). AmaSnacks aphawule ukuthi lezi zinkomba ezintathu zehle unyaka nonyaka.

Ngokombono womnikelo wenzuzo, isevisi yokudla ngokungangabazeki “ibhizinisi elinenzuzo enkulu” ye-Fonterra e-Greater China.

Phakathi naleso sikhathi, inzuzo ngaphambi kwenzalo nentela yebhizinisi yayiyizigidi ezingu-440 zamadola aseNew Zealand (cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-1.955), futhi inzuzo yangemva kwentela yayiyizigidi ezingu-230 zamadola aseNew Zealand (cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-1.022). Ngaphezu kwalokho, imali engenayo ifinyelele ku-1.77 billion New Zealand dollar (cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-7.863). Ama-snacks aphawule ukuthi lezi zinkomba ezintathu ziye zanda unyaka nonyaka.

Isithombe 3

Kungakhathaliseki ukuthi ngokwemali engenayo noma inzuzo, “inqwaba” yebhizinisi lezimpahla zabathengi yibhizinisi elincane kakhulu nelingenanzuzo kuphela.

Ngokusho kwedatha yokusebenza, ezinyangeni eziyisishiyagalolunye zokuqala zonyaka wezimali ka-2024, imali engenayo yebhizinisi lezimpahla zabathengi base-Fonterra's Greater China yaba amadola aseNew Zealand ayizigidi ezingama-299 (cishe ama-yuan ayizigidi eziyizinkulungwane eziyi-1.328), kanye nenzuzo ngaphambi kwenzalo nentela kanye nentela yangemva kwentela. inzuzo kwaba ukulahlekelwa 4 million New Zealand dollar (cishe 17.796 million yuan), futhi ukulahlekelwa kwancipha.

Ngokwesimemezelo sangaphambilini sika-Fonterra, ibhizinisi lezimpahla zabathengi e-Greater China nalo lihlelelwe ukudilika, okubandakanya inqwaba yemikhiqizo yobisi engabonakali kancane e-China, njenge-Ancha, Anon, ne-Anmum. I-Fonterra ayinazo izinhlelo zokuthengisa umlingani wayo wobisi, i-Anchor, "okuyibhizinisi elinenzuzo kakhulu" e-China, izinsizakalo zokudla.

“I-Anchor Food Professionals inamandla e-Greater China anamandla okuqhubeka nokukhula ezimakethe ezifana ne-Southeast Asia. Sisebenzisana namakhasimende e-F&B ukuhlola nokuthuthukisa imikhiqizo yamakhishi awo, sisebenzisa isikhungo sethu sezicelo kanye nezinsiza zabapheki abaqeqeshiwe.” Kusho uFonterra.

Isithombe 4

Ifoni 'igcwele amanzi'

Ake sibheke ukusebenza okuphelele kwe-Fonterra.

Ngokombiko wezezimali, ezinyangeni eziyisishiyagalolunye zokuqala zonyaka wezimali ka-2024, imali engenayo yebhizinisi le-Fonterra yayingamadola ayizigidi eziyizinkulungwane eziyi-11.138 aseNew Zealand, yehle ngo-15% unyaka nonyaka; Inzuzo ngemva kwentela yayingu-NZ $504m, yehle ngamaphesenti angama-44 kunonyaka odlule. Imali engenayo yezinsizakalo zokudla ibingu-NZ $3.088 wezigidigidi, ikhuphuke ngamaphesenti ayisi-6 ngonyaka odlule, kanti inzuzo ngemuva kwentela ibingu-NZ $335 wezigidi, ukweqa ngamaphesenti ayi-101.

Ngaphezu kwalokho, ibhizinisi lezimpahla zabathengi libike imali engenayo ye-NZ $ 2.776 billion, ikhuphuke ngamaphesenti angu-13 kusukela ngonyaka odlule, kanye nenzuzo ngemva kwentela ye-NZ $ 174 million, uma kuqhathaniswa nokulahlekelwa kwe-NZ $ 77 million ngesikhathi esifanayo ngonyaka odlule.

Isithombe 5

Kusobala ukuthi kule node eyisihluthulelo yokuheha abathengi abangaba abathengi, ibhizinisi lezimpahla zabathengi lase-Hengtianran seliphendule ikhadi eliqinile lombiko.

"Ebhizinisini lezimpahla zabathengi, ukusebenza kwezinyanga eziyisishiyagalolunye ezedlule bekuvelele, okungenye ehamba phambili esikhathini eside." UMnu. Miles Hurrell uthe namuhla akuhlangene nesikhathi sokuqalisa, kodwa kubonise amandla omkhiqizo wezimpahla zabathengi bakwa-Fonterra, “ongawubiza ngenhlanhla”.

NgoMeyi 16, i-Fonterra yamemezela esinye sezinqumo ezibaluleke kakhulu zenkampani eminyakeni yamuva nje - uhlelo lokuhlukanisa ngokuphelele noma ingxenye yebhizinisi layo lemikhiqizo yabathengi, kanye nokusebenza okudidiyelwe kwe-Fonterra Oceania kanye ne-Fonterra Sri Lanka.

Emhlabeni jikelele, inkampani ithe esethulweni sabatshalizimali, amandla ayo asebhizinisini lezithako nezinsiza zokudla, enezinhlobo ezimbili, i-NZMP kanye ne-Anchor Specialty Dairy Specialty Partners. Njengomphumela wokuzibophezela kwawo ekuqiniseni isikhundla sawo “njengomphakeli ohamba phambili emhlabeni wezithako zobisi ezinenani eliphezulu”, iqhinga layo selishintshe kakhulu.

Isithombe 6

Manje kubukeka sengathi ibhizinisi elikhulu i-New Zealand giant ehlose ukulithengisa alinayo inzalo eshodayo, futhi seliphenduke amehlo abantu abaningi.

"Ngemuva kwesimemezelo sethu soshintsho olukhulu endleleni yamasu ekuqaleni kwale nyanga, sithole inani elikhulu lentshisekelo evela emaqenjini afuna ukubamba iqhaza ekuhlukaniseni kwethu okungaba khona kwebhizinisi lethu lemikhiqizo yabathengi namabhizinisi ahlobene." U-Wan Hao uthe namuhla.

Kuyathakazelisa ukuthi ngokwemibiko yabezindaba yaseNew Zealand namuhla, uHao Wan udalule engqungqutheleni yezamabhizinisi eChina e-Auckland ngeledlule ukuthi ucingo lwakhe “beluvutha bhe.”

"Yize uMnu Hawan engazange ayidalule imininingwane yengxoxo yocingo, kungenzeka ukuthi ukuphindile kumuntu owayemshayele lokho ayekutshele abanikazi bamasheya babalimi bobisi kanye nezikhulu zikahulumeni - bekungekuningi." Kusho umbiko.

Umthengi ongase abe khona?

Yize i-Fonterra ingazange idalule inqubekelaphambili eyengeziwe, umhlaba wangaphandle ushubile.

Isibonelo, abezindaba base-Australia i-NBR balinganisele ukuthi noma iyiphi inzalo kuleli bhizinisi izobiza cishe amadola ayizigidi eziyizinkulungwane ezingu-2.5 (okulingana nama-yuan ayizigidi eziyizinkulungwane ezingu-12), ngokususelwe ekulinganisweni okufanayo kokwenziwe. I-Global Multinational Nestle kuthiwe ingathenga.

Umenzeli wokudla okulula uphawule ukuthi muva nje, ohlelweni lomsakazo oludumile lwaseNew Zealand oluthi “The Country”, umsakazi u-Jamie Mackay naye uculela u-Erie. Uthe izikhondlakhondla zobisi lweFonterra emhlabeni jikelele yiLantris, DFA, Nestle, Danone, Yili njalonjalo.

"Kuyimicabango yami siqu nokuqagela, kodwa i-Yili Group yaseChina yathenga [ingxenye engamaphesenti angu-100] [inkampani yobisi yesibili ngobukhulu eNew Zealand] eWestland [ngo-2019] futhi mhlawumbe ingaba nentshisekelo yokuqhubekela phambili." Kucabanga uMakhay.

Isithombe 7

Mayelana nalokhu, ukudla okulula namuhla futhi ohlangothini lwe-Yili lophenyo. "Le mininingwane besingakayitholi okwamanje, akucaci." Kuphendula uYili umuntu ophethe.

Namuhla, kukhona omakadebona embonini yobisi namuhla ukuze snack isizukulwane ukuhlaziywa wathi Yili has a lot of layout e-New Zealand, kungenzeka ukutholwa enkulu akuyona okusezingeni eliphezulu, futhi Mengniu ekuphathweni entsha usanda kuthatha isikhundla endaweni, kuba. akunakwenzeka ukwenza ukuthenga ngesilinganiso esikhulu.

Lo muntu uphinde waqagela ukuthi phakathi kwezikhulu zobisi ezifuywayo, i-Feihe inethuba kanye nengqondo “yokuthengisa”, “ngoba i-Feihe ayixhaswanga ngokugcwele kuphela, kodwa futhi inesidingo sokwandisa ibhizinisi layo nokuthuthukisa ukulinganiswa kwayo.” Nokho, i-Flying Crane ayizange iphendule imibuzo mayelana ne-ejenti yokudla okulula namuhla.

Isithombe 8

Ngokuzayo, ubani ozothola ibhizinisi elifanele le-Fonterra angase athinte iphethini yokuncintisana yemikhiqizo yobisi emakethe yaseShayina; Kodwa lokho ngeke kwenzeke okwesikhashana. UMnu. Miles Hurrell uthe namuhla uhlelo lokuphonswa kwe-spin off lusesigabeni sokuqala - inkampani ibilindele ukuthi kuthathe okungenani izinyanga eziyi-12 kuya kweziyi-18.

“Sizibophezele ekuqinisekiseni ukuthi abanikazi bamasheya, abanikazi bamasheya, abasebenzi bethu kanye nezimakethe bazi ngentuthuko entsha.” "Siqhubekela phambili nalokhu kubuyekezwa kwamasu futhi sithemba ukwabelana ngemininingwane eyengeziwe ezinyangeni ezizayo," kusho uHao namuhla.

Isiqondiso esiphezulu

UMnu. Miles Hurrell uthe namuhla ngenxa yemiphumela yakamuva, i-Fonterra inyuse uhla lwezinkombandlela zezinzuzo zayo zezezimali zika-2024 kusukela ekusebenzeni okuqhubekayo ukusuka ku-NZ $0.5-NZ $0.65 ngesheya ngalinye kuya ku-NZ $0.6-NZ $0.7 ngesheya ngalinye.

“Kule nkathi yamanje yobisi, silindele ukuthi inani elimaphakathi lokuthenga ubisi olungashintshiwe lihlale lingashintshile ku-NZ $7.80 ngekhilogremu yobisi oluqinile. Njengoba sisondela ekupheleni kwekota, sehlise (isiqondiso samanani) safinyelela ku-NZ $7.70 saya ku-NZ $7.90 ngekhilogremu yobisi oluqinile.” ' kusho u-Wan Hao.

Isithombe9

"Uma sibheke phambili enkathini yobisi ka-2024/25, ukutholakala kobisi kanye nokusetshenziswa kwezidingo zisalokhu zilinganisene kahle, kanti ukuthengwa kwemikhiqizo yaseChina ayikabuyela emazingeni omlando." Uthe uma kubhekwa ukungaqiniseki kwekusasa kanye nobungozi bokuqhubeka nokuntengantenga ezimakethe zomhlaba, kuwukuhlakanipha ukuthatha isimo sengqondo sokuqapha.

I-Fonterra ilindele ukuthi intengo yokuthenga ubisi olungakapheki ibe phakathi kuka-NZ $7.25 kanye ne-NZ $8.75 ngekhilogremu yobisi oluqinile, nendawo emaphakathi engu-NZ $8.00 ngekhilogremu yobisi oluqinile.

Njengomphakeli wemishini yokubambisana ye-Fonterra,Shiputecuzibophezele ekuhlinzekeni isethi egcwele yezinsiza zokupakisha zempushana yobisi eningi lezinkampani zobisi.