ʻO ka neʻe ʻana o Fonterra, ka mea kūʻai waiu nui loa o ka honua, ua lilo i mea kupaianaha loa ma hope o ka hoʻolaha koke ʻana o kahi spin-off nui, me nā ʻoihana huahana mea kūʻai aku e like me Anchor.

I kēia lā, ua hoʻokuʻu ka hui waiu wai o New Zealand i kāna mau hopena hapaha ʻekolu no ka makahiki kālā 2024. Wahi a nā hopena kālā, ʻo ka loaʻa kālā o Fonterra ma hope o ka ʻauhau mai ka hoʻomau ʻana i nā hana no nā mahina ʻeiwa mua o ka makahiki kālā 2024 i pau i ʻApelila 30 he NZ $1.013 biliona. , piʻi 2 pakeneka mai ka manawa like i ka makahiki i hala.

"Ua alakaʻi ʻia kēia hopena e ka hoʻomau ʻana i ka loaʻa kālā ma nā ʻāpana huahana ʻekolu o ka hui." Ua kuhikuhi ʻo Fonterra Global CEO Miles Hurrell i loko o ka hōʻike o ka loaʻa kālā, ma waena o lākou, ua hana ikaika nā lawelawe meaʻai a me nā ʻoihana mea kūʻai aku ma ka papa inoa divestiture, me ka hoʻomaikaʻi ʻana o ka loaʻa kālā ma ka manawa like i ka makahiki i hala.

Ua hōʻike pū ʻo Mr. Miles Hurrell i kēia lā ua loaʻa i ka hoʻokuʻu ʻana o Fonterra i "ka hoihoi nui" mai nā ʻaoʻao like ʻole. ʻO ka mea e mahalo ai, aia nā nūpepa ʻo New Zealand i "koho" i ke kanaka nunui waiu Kina ʻo Yili, me ka manaʻo e lilo paha ia i mea kūʻai aku.

Kiʻi 1

Miles Hurrell, Luna Nui o Fonterra

"ʻoihana liʻiliʻi"

E hoʻomaka kākou me ka palapala hōʻike hou loa mai ka mākeke Kina.

Kiʻi 2

I kēia lā, ʻo Kina ka hapakolu o ka ʻoihana honua a Fonterra. I nā mahina ʻeiwa mua o ka makahiki kālā 2024 e pau ana i ka lā 30 ʻApelila, hāʻule liʻiliʻi ka loaʻa kālā o Fonterra ma Kina, ʻoiai ua piʻi ka waiwai a me ka nui.

Wahi a ka ʻikepili hana, i ka manawa, ʻo ka loaʻa kālā o Fonterra ma Greater China he 4.573 biliona kālā o Aotearoa (ma kahi o 20.315 biliona yuan), ma lalo o 7% makahiki i kēlā me kēia makahiki. Ua piʻi ke kūʻai aku i ka 1% makahiki ma ka makahiki.

Eia kekahi, ʻo ka waiwai nui o Fonterra Greater China he 904 miliona New Zealand dollars (ma kahi o 4.016 billion yuan), kahi piʻi o 5%. ʻO Ebit he NZ $ 489 miliona (ma kahi o RMB2.172 biliona), piʻi 9% mai ka makahiki i hala; ʻO ka loaʻa kālā ma hope o ka ʻauhau he NZ $349 miliona (ma kahi o 1.55 biliona yuan), ʻoi aku ka 18 pakeneka mai ka makahiki ma mua.

E nānā i nā ʻāpana ʻoihana ʻekolu i kēlā me kēia.

Wahi a ka hōʻike kālā, ʻo ka ʻoihana ʻoihana maka "ʻo ka hapa nui" o ka loaʻa kālā. I nā mahina ʻeiwa mua o ka makahiki kālā 2024, ua loaʻa ka loaʻa kālā o Fonterra's Greater China raw materials o 2.504 billion New Zealand dollars (ma kahi o 11.124 billion yuan), loaʻa ma mua o ka ukupanee a me ka ʻauhau o 180 miliona New Zealand dollars (ma kahi o 800 miliona yuan). a he 123 miliona mau dala o Aotearoa (ma kahi o 546 miliona yuan). Ua ʻike ʻo Snacks ua emi kēia mau hōʻailona ʻekolu i kēlā me kēia makahiki.

Mai ka hiʻohiʻona o ka hāʻawi kālā, ʻo ka lawelawe ʻai meaʻai ʻo ia ka "ʻoihana maikaʻi loa" a Fonterra ma Greater China.

I loko o ia manawa, ʻo ka loaʻa kālā ma mua o ka ukupanee a me ka ʻauhau o ka ʻoihana he 440 miliona New Zealand dollars (ma kahi o 1.955 billion yuan), a ʻo ka loaʻa kālā ma hope o ka ʻauhau he 230 miliona New Zealand dollars (ma kahi o 1.022 billion yuan). Eia hou, ua hōʻea ka loaʻa kālā i 1.77 biliona kālā o Aotearoa (ma kahi o 7.863 biliona yuan). Ua ʻike ʻo Snacks ua piʻi kēia mau hōʻailona ʻekolu i kēlā me kēia makahiki.

Kiʻi 3

Inā ma ke ʻano o ka loaʻa kālā a i ʻole ka loaʻa kālā, ʻo ka "nui" o ka ʻoihana mea kūʻai aku ka mea liʻiliʻi loa a ʻo ka ʻoihana pono ʻole.

Wahi a ka ʻikepili hana, i nā mahina ʻeiwa mua o ka makahiki kālā 2024, ʻo ka loaʻa kālā o Fonterra's Greater China consumer goods ʻoihana he 299 miliona New Zealand dollars (ma kahi o 1.328 billion yuan), a me ka loaʻa kālā ma mua o ka ukupanee a me ka ʻauhau a ma hope o ka ʻauhau. ʻO ka loaʻa kālā he 4 miliona mau dala o Aotearoa (ma kahi o 17.796 miliona yuan), a ua hōʻemi ʻia ka poho.

Wahi a Fonterra i hoʻolaha mua ʻia, ua hoʻolālā ʻia ka ʻoihana mea kūʻai aku ma Greater China e hoʻokuʻu, e pili ana i kekahi o nā ʻoihana waiu me ka ʻike liʻiliʻi ʻole ma Kina, e like me Ancha, Anon, a me Anmum. ʻAʻohe manaʻo o Fonterra e kūʻai aku i kāna hoa hana waiu, ʻo Anchor, ʻo ia ka "ʻoihana waiwai loa" ma Kina, nā lawelawe ʻai.

"He kūlana ikaika ko Anchor Food Professionals ma Greater China me ka hiki ke ulu hou i nā mākeke e like me Asia Hema. Hana pū mākou me nā mea kūʻai aku f&B e hoʻāʻo a hoʻomohala i nā huahana no kā lākou lumi kuke, me ka hoʻohana ʻana i kā mākou kikowaena noi a me nā kumuwaiwai chef ʻoihana. Ua ʻōlelo ʻo Fonterra.

Kiʻi 4

Ua 'poi ke kelepona'

E nānā kākou i ka hana holoʻokoʻa a Fonterra.

Wahi a ka hōʻike kālā, i loko o nā mahina ʻeiwa mua o ka makahiki kālā 2024, ʻo ka loaʻa kālā o Fonterra ʻoihana waiwai he 11.138 biliona kālā o Aotearoa, ma lalo o 15% o ka makahiki; ʻO ka loaʻa kālā ma hope o ka ʻauhau he NZ $504m, ma lalo o 44 pākēneka mai ka makahiki ma mua. ʻO ka loaʻa kālā o nā lawelawe meaʻai he NZ $3.088 biliona, he 6 pākēneka i ka makahiki i hala, aʻo ka loaʻa kālā ma hope o ka ʻauhau ʻo NZ $335 miliona, kahi lele o 101 pākēneka.

Eia kekahi, ua hōʻike ka ʻoihana mea kūʻai aku i ka loaʻa kālā o NZ $2.776 biliona, ua piʻi ka 13 pakeneka mai ka makahiki aku nei, a me ka loaʻa kālā ma hope o ka ʻauhau o NZ $174 miliona, i hoʻohālikelike ʻia me ka nalowale o NZ $77 miliona i ka manawa like i ka makahiki i hala.

Kiʻi 5

ʻIke ʻia i loko o kēia node kī e huki ai i nā mea kūʻai aku, ua huli ʻo Hengtianran mea kūʻai aku i kahi kāleka hōʻike ikaika.

"No ka ʻoihana mea kūʻai aku, ʻoi aku ka maikaʻi o ka hana i nā mahina ʻeiwa i hala, ʻo ia kekahi o nā mea maikaʻi loa i kekahi manawa." Ua ʻōlelo ʻo Mr. Miles Hurrell i kēia lā ʻaʻohe mea e pili ana i ka manawa o ka spin-off, akā ua hōʻike ia i ka ikaika o ka brand consumer goods a Fonterra, "hiki iā ʻoe ke kapa ʻia he fortuitous".

Ma ka lā 16 o Mei, ua hoʻolaha ʻo Fonterra i kekahi o nā hoʻoholo hoʻoholo koʻikoʻi o ka hui i nā makahiki i hala iho nei - he hoʻolālā e hoʻopau piha a ʻāpana paha i kāna ʻoihana huahana mea kūʻai aku, a me nā hana i hoʻohui ʻia ʻo Fonterra Oceania a me Fonterra Sri Lanka.

Ma ke ao holoʻokoʻa, ua ʻōlelo ka hui i kahi hōʻike hōʻike kālā, aia kona mau ikaika i kāna ʻoihana meaʻai a me nā lawelawe meaʻai, me nā hōʻailona ʻelua, NZMP a me Anchor Specialty Dairy Specialty Partners. Ma muli o kāna kūpaʻa e hoʻohui i kona kūlana ma ke ʻano he "mea hoʻolako alakaʻi nui o ka honua i nā meaʻai waiu waiwai nui", ua loli nui kona alakaʻi hoʻolālā.

Kiʻi 6

I kēia manawa me he mea lā ʻo ka ʻoihana nui a ka pilikua waiu o Aotearoa i manaʻo ai e kūʻai aku, ʻaʻole i pau ka hoihoi, a ua lilo i mau maka o ka poʻe.

"Ma hope o kā mākou hoʻolaha ʻana i kahi hoʻololi koʻikoʻi i ke alakaʻi hoʻolālā ma mua o kēia mahina, ua loaʻa iā mākou ka nui o ka hoihoi mai nā ʻaoʻao e makemake ana e komo i kā mākou hiki ke hoʻololi i kā mākou ʻoihana huahana a me nā ʻoihana pili." Wahi a Wan Hao i kēia lā.

ʻO ka mea e mahalo ai, e like me ka hōʻike ʻana o ka nūpepa New Zealand i kēia lā, ua hōʻike ʻo Hao Wan ma kahi hui ʻoihana ʻoihana Kina ma Auckland i ka pule i hala aku nei ua "wela wela" kāna kelepona.

"ʻOiai ʻaʻole i hōʻike ʻo Mr Hawan i nā kikoʻī o ke kamaʻilio kelepona, ua haʻi hou ʻo ia i ka mea kelepona i kāna mea i haʻi aku ai i nā mea kuleana o ka poʻe mahiʻai waiu a me nā luna aupuni - ʻaʻole nui." Wahi a ka hōʻike.

He mea kūʻai aku paha?

ʻOiai ʻaʻole i hōʻike ʻo Fonterra i ka holomua hou aku, ua wela ka honua o waho.

No ka laʻana, ua manaʻo ka NBR media Australian e kūʻai ana kekahi hoihoi i kēia ʻoihana ma kahi o 2.5 biliona kālā Australia (e like me 12 biliona yuan), e pili ana i nā loiloi kālepa like. Ua ʻōlelo ʻia ʻo Nestle multinational honua ma ke ʻano he mea kūʻai aku.

Ua ʻike ka mea ʻai meaʻai i kēia manawa, ma ka papahana lekiō kaulana ʻo New Zealand "The Country", hoʻokipa pū ʻo Jamie Mackay iā Erie. Ua ʻōlelo ʻo ia ʻo ka pae honua ma mua o Fonterra dairy giants ʻo Lantris, DFA, Nestle, Danone, Yili a pēlā aku.

"ʻO koʻu mau manaʻo pilikino wale nō a me ka noʻonoʻo ʻana, akā ua kūʻai aku ʻo China's Yili Group i [100% stake] ma [ka hui lua wai nui loa o New Zealand] Westland [ma 2019] a makemake paha lākou e hele hou aku." Manaʻo ʻo Mackay.

Kiʻi 7

Ma keia manao, snacks i keia la no hoi i ka Yili aoao o ka ninau. "ʻAʻole mākou i loaʻa kēia ʻike i kēia manawa, ʻaʻole maopopo." ʻO Yili ka mea kūpono i pane aku ai.

I keia la, aia no ka dairy oihana veterans i keia la i ka snack hanauna kālailai olelo mai Yili i ka nui o ka hoʻolālā ma New Zealand, i ka hiki o ka loaʻa nuiʻaʻole kiʻekiʻe, a me Mengniu i ka hooponopono hou ua lawe wale i ka oihana ma ka node, ua. ʻaʻole hiki ke hana i nā kālepa nui.

Ua noʻonoʻo pū ke kanaka aia ma waena o nā pilikua waiu ʻāina, hiki iā Feihe ke "kūʻai aku", "no ka mea ʻaʻole ʻo Feihe wale nō ke kālā piha, akā pono nō hoʻi e hoʻonui i kāna ʻoihana a hoʻonui i kāna kumukūʻai." Akā naʻe, ʻaʻole i pane ʻo Flying Crane i nā nīnau e pili ana i ka mea ʻai meaʻai i kēia lā.

Kii 8

I ka wā e hiki mai ana, ʻo wai ka mea e loaʻa i ka ʻoihana kūpono o Fonterra hiki ke hoʻopilikia i ke ʻano hoʻokūkū o nā huahana waiu ma ka mākeke Kina; Akā, ʻaʻole ia e hana no kekahi manawa. Ua ʻōlelo ʻo Mr. Miles Hurrell i kēia lā aia ke kaʻina hana spin-off i ka wā mua - ua manaʻo ka hui e lawe ma kahi o 12 a 18 mau mahina.

"Ke kūpaʻa nei mākou i ka mālama ʻana i nā mea kuleana o ka poʻe mahiʻai waiu, nā ʻāpana, nā limahana a me ka mākeke e ʻike i nā hanana hou." "Ke neʻe nei mākou i mua me kēia hoʻolālā hoʻolālā a manaʻolana e kaʻana like i nā kikoʻī hou aku i nā mahina e hiki mai ana," wahi a Hao i kēia lā.

Alakaʻi i luna

Ua ʻōlelo ʻo Mr. Miles Hurrell i kēia lā ma muli o nā hopena hope loa, ua hoʻonui ʻo Fonterra i kāna mau alakaʻi alakaʻi kālā no ka piskal 2024 mai ka hoʻomau ʻana i nā hana mai NZ $0.5-NZ $0.65 no ka pāʻani a i NZ $0.6-NZ $0.7 no kēlā me kēia.

“No ka wā waiu i kēia manawa, manaʻo mākou e hoʻololi ʻole ke kumukūʻai kūʻai waiu maka ma NZ $7.80 no ke kilo o ka waiu paʻa. Ke hoʻokokoke nei mākou i ka hopena o ka hapahā, ua hōʻemi mākou i ka pae (alakaʻi kumu kūʻai) i NZ $7.70 a i NZ $7.90 no ka kg o ka waiu paʻa. ' wahi a Wan Hao.

Kii9

"Ke nānā nei i mua i ka manawa waiu 2024/25, hoʻomau ka hoʻolako ʻana i ka waiū a me nā koi koi, ʻoiai ʻaʻole i hoʻi hou nā mea lawe mai Kina i nā pae mōʻaukala." Ua ʻōlelo ʻo ia i ka hāʻawi ʻana i ka maopopo ʻole o ka wā e hiki mai ana a me ka pilikia o ka hoʻomau ʻana i ka volatility i nā mākeke honua, he mea maʻalahi ke lawe i kahi ʻano makaʻala.

Manaʻo ʻo Fonterra i ke kumukūʻai kūʻai waiu maka ma waena o NZ $7.25 a me NZ $8.75 no ke kilo o ka waiu waiu, me ka helu waena o NZ $8.00 no ke kilo o ka waiu paʻa.

Ma ke ʻano he mea hoʻolako lako lako o Fonterra,Shiputecua kūpaʻa ʻo ia i ka hoʻolako ʻana i kahi pūʻulu piha o nā lawelawe hoʻopihapiha waiu pauka hoʻokahi no ka hapa nui o nā hui waiu.