Ku isoko ry’imari, ibigo byashyizwe ku rutonde byizera gutanga umusaruro wa 1 + 1> 2 mu kubona umutungo wo mu rwego rwo hejuru.

Vuba aha, aluminiyumu yamabati yinganda zikora inganda org yakoze intambwe nini yo kugura kugura ibicuruzwa bya COFCO bigera kuri miliyari 5.5. Ku bijyanye n'Ubushinwa Baowu, isosiyete ikuru ya Baosteel Packaging, umunywanyi, impande zombi zashyizeho umwete. Ninde ushobora gukora neza? Ibisubizo ntibiramenyekana.

Mu kwerekana ibisubizo by’umwaka wa 2023, org yasubije abashoramari ibyiza byo gupiganira amasoko, agira ati: “Isosiyete ifite uburambe bukomeye mu bijyanye no guhuriza hamwe ibyuma byo guhuriza hamwe no guhuza ibicuruzwa, kuva ibaye umunyamigabane wa CoFCO Packaging, impande zombi zakomeje ubufatanye bwiza mu bucuruzi. ”

Birakwiye ko tumenya ko inyuma yintambara yo kwigarurira org, niba hari inkunga y'amafaranga kandi niba hari ubushobozi buke bwo kwishyura imyenda nabyo bireba isi.

Kugeza ku iherezo ry’ubucuruzi ku ya 11 Kamena, igiciro cy’imigabane ya Aoruijin cyari 4.5, naho isoko rusange ryari miliyari 11.58.

Kuki intambara yo kwigarurira?

Igikorwa cyacu nyamukuru nugutanga ibisubizo byuzuye muburyo bwabakiriya ba FMCG. Kugeza mu mpera za 2023, ibicuruzwa na serivisi bipakira ibyuma bingana na 86.97% byinjira mu kigo.

Mu rwego rwo gushimangira ubucuruzi bukuru, kwagura abakiriya b’ibikorwa, nibindi, ku ya 7 Kamena uyu mwaka, Ao Ruijin yatanze gahunda nini yo kugura umutungo, isosiyete irashaka gutanga imigabane ku giciro cy’amadolari 7.21 ya Hong Kong, ku banyamigabane bose ba CoFCO gupakira kubushake kubushake bwuzuye.

Igicuruzwa cyashyizwe kuri miliyari 6.06 z'amadolari ya Hong Kong (hafi miliyari 5.57 Yuan ku gipimo cy’ivunjisha giheruka). Niba ibikorwa byarangiye neza, Oregin izagenzura ibicuruzwa bya CofCO.

Byumvikane ko ibikorwa byavuzwe haruguru ari isoko ryo gutanga isoko, hari abatanga amarushanwa. Ku ya 6 Ukuboza 2023, Ubushinwa Baowu, isosiyete nkuru ya Baosteel Packaging, yatangije icyifuzo cyuzuye cyo kugura CoFCO Packaging hamwe n’ishoramari rishya ry’umuryango w’abibumbye. Noneho, ni impyisi ebyiri ziruka igice cyinyama.
Kuki gupakira COFCO bishakishwa cyane? Impamvu nyamukuru ni uko uzatsinda kugenzura azagira isoko ryo kugabana isoko kurenza kurundi ruhande.

Dukurikije imibare yashyizwe ahagaragara n’ikigo cy’ubushakashatsi bw’inganda, mu isoko ry’ibice bibiri, umugabane w’isoko rya ORG Baosteel ipakira, ipaki ya CoFCO na Sheng Xing Holding ni 20%, 18%, 17% na 12%. Iyindi mibare yerekana ko igipimo cyinjira muri org, CoFCO Packaging na Baosteel bapakira mu 2023 ari miliyari 13.84, miliyari 10.27 na miliyari 7,76.

Abasesenguzi b'Abashinwa Galaxy Securities bavuze muri raporo y'ubushakashatsi ko niba org yaratsinze neza kugura, biteganijwe ko umugabane w'isoko ry'amabati abiri uzaba hafi 40%, kandi biteganijwe ko umugabane w'isoko ry'amabati atatu uzatera imbere ku buryo bugaragara, kandi igipimo ingaruka z'isosiyete zizakomeza gushimangirwa.

Kugeza ubu, igipimo cy’imigabane cy’abapakira ibicuruzwa bya COFCO kirasa nkaho gitatanye, kandi ntamugenzuzi uhari. Mu rwego rwo gukomeza inyungu zo kugabana ku isoko no kwirinda kurengerwa n’abanywanyi, org yahisemo kurwanya imbonankubone kandi ishimangira amasoko yo kugenzura ibicuruzwa bya CoFCO.

Ibikurikira, ntukirengagize "intambara yo kwigarurira" yakajije umurego.

Ingingo zishobora gutera inyuma yo kugura

Muri iryo tangazo, org yihanangirije “ibyago byo guhagarikwa bitewe no kutemererwa kwemerwa”, “ibyago byo guhatanira amasoko”, “ibyago byo kuzamuka kw’imyenda y’amasosiyete yashyizwe ku rutonde” n'ibindi.

Muri bo, isi yo hanze ihangayikishijwe cyane n "umutungo wimari" n "" ubwishyu "bwa Org.

Mu mpera z'igihembwe cya mbere cy'uyu mwaka, amafaranga y'amafaranga ya Org yari miliyari 1.427. Igicuruzwa cyubucuruzi kingana na miliyari 5.57 yuan, birashobora kugaragara ko amafaranga Orj akeneye gukusanya atari make.

Org yahisemo kugura amafaranga kandi irashaka kwishyura igiciro cyigikorwa cyamafaranga hamwe n’amafaranga yishyize hamwe (harimo gusaba inguzanyo muri banki).

Urebye igipimo cy'imitungo-imyenda, kuva 2021 kugeza 2023, igipimo cy'umutungo-org cyari 53.47%, 50.47 na 45.66%, byagabanutseho amanota 7.81 ku ijana mu myaka itatu ishize. Mu gihembwe cya mbere cya 2024, igipimo cy'umutungo-imyenda cyari 44.48%, cyamanutseho amanota 4.34 ku ijana umwaka ushize.
Urebye ibipimo ngarukamwaka byo kwishyura imyenda, kuva 2021 kugeza 2023, igipimo kiriho cya Oregold ni 1.069, 1.160 na 1.109, naho igipimo cyihuse ni 0.740, 0.839 na 0.835, byerekana icyerekezo cyo kuzamuka mbere hanyuma kugabanuka . Mu gihembwe cya mbere cya 2024, igipimo cya org hamwe n’igipimo cyihuse cyari 1.137 na 0.896, naho agaciro mu gihembwe cya mbere cya 2023 ni 1.227 na 0.876.

Amakuru rusange yerekana ko igipimo kiriho gikunze gufatwa nka 2: 1, naho igipimo cyihuse gikunze gufatwa nka 1: 1.

Byongeye kandi, mu mpera z’igihembwe cya mbere cy’uyu mwaka, umubare rusange w’inguzanyo zigihe gito + imyenda itari iyishyurwa mu gihe cyumwaka umwe wa org yari hafi miliyari 3.087, hafi miliyari 1.66 zirenga amafaranga y’amafaranga.

Mbere, org yatanze umuburo w'akaga ko "uburyo bwo kwishyiriraho sosiyete uburyo bwo gukusanya inkunga y'ibikorwa byongera amafaranga y’imari, kandi umubare w'amadeni y'isosiyete hamwe n'umutungo-umwenda uziyongera." Niba ubucuruzi budashoboye kugera ku mikoranire no kunoza imiterere y’imari mu gihe cya vuba, hashobora kubaho ingaruka z’uko isosiyete yishyurwa mu gihe gito ndetse n’ubushobozi bwo gutera inkunga imyenda bizagira ingaruka mbi. ”

Tuzakomeza kureba niba iyi transaction ya org ishobora gushyirwa mubikorwa neza.

Erjinimaze imyaka 15 ikomeza ubufatanye n’ibyuma bitatu by’inganda bishobora gukora inganda mu Bushinwa, bigaha abakiriya ku isi ibyuma bishobora gupakira ibicuruzwa na serivisi by’ibicuruzwa, uburyo butandukanye bwo gucapa, no gushyigikira serivisi z'icyitegererezo