Dubun-dubatar biliyoyin gwangwani na cikin gida suna jagorantar yaƙin kwacewa, "kudi" isa?

A cikin babban kasuwa, kamfanoni da aka jera suna fatan samar da tasirin 1 + 1> 2 ta hanyar samun kyawawan kadarori.

Kwanan nan, jagoran masana'antar kera gwangwani aluminium org ya yi babban yunƙuri don ba da siyan sarrafa marufi na COFCO na kusan yuan biliyan 5.5. A game da China Baowu, babban kamfani na Baosteel Packaging, mai fafatawa, bangarorin biyu sun yi taho-mu-gama. Wanene zai iya yin mafi kyau? Har yanzu ba a san sakamakon ba.

Haɗin kuɗi

A yayin gabatar da sakamakon shekara ta 2023, org ya amsa wa masu saka hannun jari game da fa'idar tayin, yana mai cewa, "Kamfanin yana da kwarewa sosai a fagen hada-hadar marufi da hada-hadar saye, tun lokacin da ya zama mai hannun jari na CoFCO Packaging, bangarorin biyu sun ci gaba da kiyayewa. kyakkyawar haɗin gwiwar kasuwanci."

Yana da kyau a lura cewa a baya da takeover War of org , ko akwai goyon bayan kudi da kuma ko akwai wani babban bashi iya biya da kuma damuwa da waje duniya.

Ya zuwa karshen ciniki a ranar 11 ga watan Yuni, farashin hannun jarin Aoruijin ya kai yuan 4.5, kuma jimillar darajar kasuwar ta kai yuan biliyan 11.58.

Me yasa yakin kwace?

Babban kasuwancin mu shine samar da cikakkun hanyoyin tattara kayayyaki ga kowane nau'in abokan cinikin FMCG. Ya zuwa ƙarshen 2023, samfuran marufi da sabis na ƙarfe sun kai kashi 86.97% na kudaden shiga na kamfanin.

Domin karfafa babban kasuwanci, fadada abokan ciniki dabarun, da dai sauransu, a ranar 7 ga watan Yuni na wannan shekara, Ao Ruijin ya ba da wani babban shiri na siyan kadarorin, kamfanin yana da niyyar bayar da hannun jari ga kowane farashi na dalar Hong Kong 7.21, ga duk masu hannun jari na CoFCO. marufi na son rai cikakken tayin.

Kasuwancin ya kai dalar Amurka biliyan 6.06 (kimanin yuan biliyan 5.57 a sabon canjin canji). Idan an kammala ma'amala cikin nasara, Oregin zai karɓi marufi na CofCO.

An fahimci cewa ma'amalar da ke sama tayin tayin kasuwa ce, akwai masu tayin gasa. A ranar 6 ga Disamba, 2023, China Baowu, babban kamfani na Baosteel Packaging, ya ƙaddamar da cikakkiyar tayin siyan CoFCO Packaging tare da sabon saka hannun jari na Majalisar Dinkin Duniya. Yanzu, kyarkeci ne guda biyu suna bin wani nama.
Me yasa ake neman marufi na COFCO haka? Dalilin dalili shine cewa duk wanda ya ci nasara zai sami babban rabo na kasuwa fiye da ɗayan.

Dangane da bayanan da Cibiyar Nazarin Masana'antu Mai Haɓaka ta bayyana, a cikin kasuwar tanki guda biyu, rabon kasuwar ORG Baosteel, fakitin CoFCO da Sheng Xing Holding shine 20%, 18%, 17% da 12% bi da bi. Wani saitin bayanai ya nuna cewa yawan kudaden shiga na org, CoFCO Packaging da Baosteel packaging a shekarar 2023 ya kai yuan biliyan 13.84, yuan biliyan 10.27 da yuan biliyan 7.76 bi da bi.

Masu sharhi kan harkokin tsaro na China Galaxy Securities sun bayyana a cikin rahoton binciken cewa, idan org ya samu nasarar samun wannan sikelin, ana sa ran kasuwar gwangwani biyu za ta kai kusan kashi 40 cikin dari, kuma ana sa ran kasuwar gwangwani uku za ta inganta sosai, kuma ma'aunin. Za a kara karfafa tasirin kamfanin.

A halin yanzu, rabon hannun jari na masu hannun jarin marufi na COFCO ya watse sosai, kuma babu ainihin mai sarrafawa. Don kiyaye fa'idodin rabon kasuwa da gujewa cin nasara daga masu fafatawa, org ya zaɓi yaƙar gaba kuma ya dage kan yin tayin sarrafa marufi na CoFCO.

Na gaba, kada ku yi watsi da "yaƙin kwace" ya tsananta.

Abubuwan haɗari a bayan sayan

A cikin sanarwar, org ya yi gargadin "hadarin ƙarewa saboda gazawar samun amincewa", "hadarin gasa", "hadarin hauhawar sikelin bashi na kamfanonin da aka lissafa" da sauransu.

Daga cikin su, duniyar waje ta fi damuwa game da "albarkatun kuɗi" da "warware" Org.

A karshen rubu'in farko na wannan shekarar, kudaden da Org ya samu ya kai yuan biliyan 1.427. Adadin cinikin dai ya kai kusan yuan biliyan 5.57, ana iya ganin adadin kudaden da Orj ke bukatar tara ba kadan ba ne.

Org ya zaɓi sayan kuɗi kuma ya yi niyyar biyan farashin ma'amala tare da kuɗin kansa da kuɗin kansa (ciki har da neman lamuni daga bankuna).

Daga yanayin rabon abin alhaki, daga 2021 zuwa 2023, rabon abin alhaki na org ya kasance 53.47%, 50.47 da 45.66%, bi da bi, wanda ya ragu da kashi 7.81 a cikin shekaru uku da suka gabata. A cikin kwata na farko na 2024, rabon abin alhaki ya kasance 44.48%, ya ragu da kashi 4.34 cikin dari na shekara-shekara.
Daga hangen nesa na alamun biyan bashi na ɗan gajeren lokaci, daga 2021 zuwa 2023, rabon Oregold na yanzu shine 1.069, 1.160 da 1.109, kuma saurin saurin shine 0.740, 0.839 da 0.835, bi da bi, yana nuna yanayin tasowa na farko sannan faɗuwa. . A cikin kwata na farko na 2024, rabon org na yanzu da rabo mai sauri ya kasance 1.137 da 0.896, kuma ƙimar a farkon kwata na 2023 sun kasance 1.227 da 0.876, bi da bi.

Bayanin jama'a ya nuna cewa ana ɗaukar rabo na yanzu a matsayin 2: 1, kuma yawancin saurin rabo ana ɗaukarsa 1:1.

Bugu da kari, a karshen rubu'in farko na wannan shekara, jimilar rancen gajeren lokaci + da ba na yau da kullun ba a cikin shekara guda na org ya kai yuan biliyan 3.087, kusan yuan biliyan 1.66 ya haura kudaden kudi.

A baya can, org ya yi gargadi game da hadarin cewa "hanyar samar da kuɗaɗen kai na kamfani don tara kuɗin mu'amala zai ƙara tsadar kuɗi, kuma za a ƙara ma'aunin bashin kamfanin da rabon abin alhaki." Idan har ma'amalar ba ta iya cimma daidaito da kuma inganta tsarin babban birnin nan ba da dadewa ba, akwai hadarin cewa za a iya yin illa ga rashin cikas na gajeren lokaci na Kamfanin da karfin ba da bashi na gaba."

Za mu ci gaba da kallo ko za a iya aiwatar da wannan ciniki na org cikin nasara.

Erjin PackagingAn ci gaba da yin hadin gwiwa tare da manyan masana'antun gwangwani uku na kasar Sin tsawon shekaru 15, samar da abokan ciniki a duk duniya da karfen da za a iya tsara zane da samar da kayayyaki, hanyoyin bugu iri-iri, da tallafawa ayyukan samfurin.


Lokacin aikawa: Juni-14-2024