Kuita Kunoramba Kuchidzikira, Mutengo Wemastock Wakamurwa Nepakati: Guangming Dairy's Downward Trend Haagone kumira

Seyo Chete Inotungamira Dairy Kambani Iripo paFifth China Quality Musangano, Guangming Dairy Haisati Yasvitsa Yakanaka "Chirevo Kadhi."
Munguva ichangopfuura, Guangming Dairy yakabudisa mushumo wayo wechitatu we 2023. Mukati mezvikamu zvitatu zvekutanga, kambani yakawana mari ye20.664 mabhiriyoni eyuan, gore negore kuderera kwe3.37%; net profit yaive 323 miriyoni yuan, gore-pa-gore kuderera kwe12.67%; nepo mambure purofiti mushure mekubvisa zvisingadzokororwe zvakawanikwa uye kurasikirwa zvakawedzera ne10.68% gore-pa-gore kusvika 312 miriyoni yuan.
Nezve kuderera kwepurofiti, Guangming Dairy yakatsanangura kuti zvakakonzerwa nekudzikira kwegore negore kwemari yemumba panguva yekuzivisa uye kurasikirwa kubva kumakambani ayo ekunze. Zvisinei, kurasikirwa kwekambani haisi chiitiko chemazuva ano.
Kunonoka Performance Distributors Rambai Muchienda
Zvinonyatsozivikanwa kuti Guangming Dairy ine zvikamu zvitatu zvikuru zvebhizinesi: kugadzira mukaka, kufudza mhuka, uye mamwe maindasitiri, anonyanya kugadzira nekutengesa mukaka mutsva, yoghurt nyowani, UHT mukaka, UHT yoghurt, lactic acid zvinwiwa, ice cream, mucheche nemukaka wevakuru. hupfu, chizi, uye bota. Nekudaro, mishumo yezvemari inoratidza zvakajeka kuti kuita kwekambani yemukaka kunonyanya kunobva mumukaka wemvura.
Tichitora makore maviri achangopfuura emari semienzaniso, muna 2021 na2022, mari yemukaka yakadarika makumi masere neshanu muzana emari yeGuangming Dairy, ukuwo kufudza mhuka nemamwe maindasitiri zvakapa isingasviki makumi maviri muzana. Mukati mechikamu chemukaka, mukaka wemvura wakaunza mari inosvika 17.101 bhiriyoni yuan uye 16.091 bhiriyoni yuan, inoverengera 58.55% uye 57.03% yemari yakazara, zvichiteerana. Munguva imwecheteyo, mari kubva kune zvimwe zvigadzirwa zvemukaka yaive 8.48 bhiriyoni yuan uye 8.48 bhiriyoni yuan, inoverengera 29.03% uye 28.35% yemari yakazara, zvichiteerana.
Nekudaro, mumakore maviri apfuura, kudiwa kwemukaka kweChina kwakachinja-chinja, zvichikonzera "kupeta kaviri" kwekuderera kwemari uye purofiti yeGuangming Dairy. The 2022 performance report yakaratidza kuti Guangming Dairy yakawana mari ye28.215 bhiriyoni yuan, gore negore kuderera kwe3.39%; net profit yakapihwa nevanogovana vekambani yakanyorwa yaive 361 miriyoni yuan, gore-pa-gore kudzikira kwe39.11%, ichimaka chikamu chakaderera kubva 2019.
Mushure mekusabatanidza kusingadzokororwe kuwana uye kurasikirwa, purofiti yeGuangming Dairy ye2022 yakadzikira neinopfuura 60% gore-pa-gore kusvika 169 miriyoni yuan. Pachikamu chetatu, purofiti yekambani mushure mekubvisa zvinhu zvisingadzokeri muchikamu chechina cha2022 yakanyora kurasikirwa kwe113 miriyoni yuan, kurasikirwa kukuru kwekota imwe mumakore angangoita gumi.
Zvikuru, 2022 yakaratidza gore rekutanga rakazara rezvemari pasi paSachigaro Huang Liming, asi zvakare raive gore iro Guangming Dairy yakatanga "kurasika."
Muna 2021, Guangming Dairy yakanga yaisa chirongwa chekushanda cha2022, ichivavarira kuwana mari inosvika 31.777 bhiriyoni yuan uye purofiti inoenderana nekambani yevabereki ye670 miriyoni yuan. Nekudaro, kambani yakatadza kuzadzisa zvinangwa zvayo zvegore rose, nehuwandu hwekupedza mari pa88.79% uye net purofiti yekupedzisa chiyero pa53.88%. Guangming Dairy yakatsanangura mumushumo wayo wepagore kuti zvikonzero zvekutanga zvaive kunonoka kukura mukushandiswa kwemukaka, kukwikwidza kwemusika kwakawedzera, uye kudzikira kwemari kubva pamukaka wemvura uye zvimwe zvigadzirwa zvemukaka, izvo zvakaunza matambudziko makuru mukushanda kwekambani.
Mumushumo wegore ra2022, Guangming Dairy yakaisa zvinangwa zvitsva zve2023: kuyedza kuwana mari inosvika 32.05 bhiriyoni yuan, mambure emubereko anowanikwa kune vanogovana miriyoni mazana matanhatu nemakumi masere neshanu, uye kudzoka kune equity inopfuura 8%. Iyo yakazara yakagadziriswa asset investimendi yegore yakarongwa kuti iite 1.416 bhiriyoni yuan.
Kuzadzisa zvinangwa izvi, Guangming Dairy yakataura kuti kambani iyi ichasimudza mari kuburikidza nehupfumi hwayo uye nzira dzekunze dzemari, kuwedzera sarudzo dzemari yakaderera, kukurumidza kuita mari, uye kuderedza mutengo wekushandisa mari.
Zvichida nekuda kwekushanda kwekudzikisa mutengo uye matanho ekuvandudza hunyanzvi, pakupera kwaNyamavhuvhu 2023, Guangming Dairy yakaunza purofiti yehafu yegore. Munguva iyi, kambani yakawana mari ye14.139 bhiriyoni yuan, zvishoma gore negore kuderera kwe1.88%; purofiti yaive 338 miriyoni yuan, kuwedzera kwe20.07% gore-pagore; uye purofiti mushure mekubvisa zvinhu zvisingadzokororwe yaive 317 miriyoni yuan, gore negore kuwedzera kwe31.03%.
Nekudaro, mushure mechikamu chechitatu cha2023, Guangming Dairy "yakasimuka kubva mupurofiti kuenda mukurasikirwa," nehuwandu hwekupedza mari ye64.47% uye net purofiti yekupedzisa chiyero che47.5%. Nemamwe mashoko, kuti izadzise zvinangwa zvayo, Guangming Dairy yaizoda kuburitsa mari inosvika 11.4 bhiriyoni yeyuan uye 357 miriyoni yuan mupundutso muchikamu chekupedzisira.
Sezvo kudzvanyirirwa kwekuita kunoramba kusati kwagadziriswa, vamwe vanogovera vatanga kutsvaga mimwe mikana. Maererano neshumo rezvemari ra2022, mari yekutengesa kubva kuGuangming Dairy's distributors yakasvika 20.528 bhiriyoni yuan, gore negore kuderera kwe3.03%; mari yekushandisa yaive 17.687 bhiriyoni yuan, gore-pa-gore kuderera kwe6.16%; uye gross profit margin yakawedzera ne2.87 percentage points gore-on-gore kusvika 13.84%. Pakupera kwa2022, Guangming Dairy yakanga ine 456 vanogovera munharaunda yeShanghai, kuwedzera kwe54; kambani yakanga ine 3,603 vanogovera mune mamwe matunhu, kuderera kwe199. Pakazara, nhamba yeGuangming Dairy yevanogovera yakaderera ne145 mu2022 chete.
Pakati pekuderera kwekuita kwezvigadzirwa zvayo zvikuru uye kuenderera mberi kwekuenda kwevanogovera, Guangming Dairy yasarudza kuramba ichiwedzera.
Kuwedzera Kudyara Mumukaka Zvitubu Paunenge Uchinetseka Kunzvenga Nyaya Dzinochengetedzeka Chikafu
Muna Kurume 2021, Guangming Dairy yakazivisa chirongwa chisiri cheruzhinji chekupa, ichida kukwidza isingapfuure 1.93 bhiriyoni yuan kubva kune vanosvika makumi matatu neshanu vanoisa mari.
Guangming Dairy yakataura kuti mari yakasimudzwa ichashandiswa mukuvaka mapurazi emukaka uye kuwedzera mari yekushanda. Maererano nehurongwa, 1.355 bhiriyoni yuan yemari yakasimudzwa yaizogoverwa kune mashanu mapurojekiti, kusanganisira kuvaka 12,000-musoro wemukaka mombe yekuratidzira purazi muSuixi, Huaibei; purazi rekuratidzira remombe dzemukaka rine misoro gumi kuZhongwei; purazi rekuratidzira remombe dzemukaka rine misoro 7 000 muFunan; purazi rekuratidzira remombe dzemukaka rine 2,000 muHechuan (Chikamu II); uye kuwedzera kwepurazi renyika remukaka rekupfuya mombe (Jinshan Dairy Farm).
Pazuva rakaziviswa chirongwa chekuisa vanhu pachivande, kambani yeGuangming Dairy yeGuangming Animal Husbandry Co., Ltd. yakawana 100% yakaenzana yeShanghai Dingying Agriculture Co., Ltd. yemamiriyoni 1.8845 eyuan kubva kuShanghai Dingniu Feed Co., Ltd. , uye 100% kuenzana kweDafeng Dingcheng Agriculture Co., Ltd. kwe51.4318 mamiriyoni eyuan.
Muchokwadi, kuwedzera kwekudyara mumabasa ekumusoro uye indasitiri yakabatanidzwa zvizere yave yakajairika muindasitiri yemukaka. Makambani makuru emukaka akaita seYili, Mengniu, Guangming, Junlebao, New Hope, uye Sanyuan Foods vakaisa mari zvakatevedzana mukuwedzera purazi remukaka.
Nekudaro, se "mutambi wekare" muchikamu chemukaka wepasteurized, Guangming Dairy pakutanga yaive nemukana wakasiyana. Zvinozivikanwa kuti zvinwiwa zvemukaka zveGuangming zvainyanya kuwanikwa munzvimbo dzinozivikanwa pasi rose dzakadzikama monsoon nzvimbo dzakanakira kurima mukaka wemhando yepamusoro, izvo zvairatidza kunaka kwemukaka weGuangming Dairy. Asi iyo pasteurized mukaka bhizinesi pachayo ine zvakakwirira zvinodiwa pakupisa uye zvekufambisa, zvichiita kuti zviome kutonga musika wenyika.
Sezvo kudiwa kwemukaka wepasteurized kwawedzera, makambani anotungamira emukaka akapindawo mundima iyi. Muna 2017, Mengniu Dairy yakagadzira bhizinesi remukaka mutsva uye yakatanga "Daily Fresh" brand; muna 2018, Yili Boka rakagadzira iyo Goridhe Label nyowani yemukaka brand, ichipinda mumusika wakadzika-tembiricha wemukaka. Pakazosvika 2023, Nestlé yakaunzawo yekutanga inotonhora-cheni yemukaka mutsva chigadzirwa.
Kunyangwe kuwedzera kwekudyara mumukaka masosi, Guangming Dairy yakaramba yakatarisana nenyaya dzekuchengetedza chikafu. Sekureva kwe Xinhua News Agency, munaGunyana wegore rino, Guangming Dairy yakakumbira ruregerero paruzhinji pawebhusaiti yayo yepamutemo, ichitaura nezvezviitiko zvitatu zvekuchengetedza chikafu zvakaitika munaJune naChikunguru.
Zvinonzi, muna Chikumi 15, vanhu vatanhatu muYingshang County, Anhui Province, vakasangana nekurutsa uye zvimwe zviratidzo mushure mekudya mukaka weGuangming. Musi waChikumi 27, Guangming yakapa tsamba yekukumbira ruregerero kune alkali mvura kubva mukuchenesa mhinduro ichipinda mumukaka we "Youbei". Musi waChikunguru 20, iyo Guangzhou Municipal Administration yeIndasitiri neCommerce yakaburitsa mhedzisiro yechikamu chechipiri chekuongororwa kwezvigadzirwa zvemukaka zviri kutenderera mukati mechikamu chechipiri cha2012, apo zvigadzirwa zveGuangming Dairy zvakabuda zvakare pa "blacklist."
Papuratifomu yekunyunyuta kwevatengi "Black Cat Zvichemo," vatengi vazhinji vakataura nyaya nezvigadzirwa zveGuangming Dairy, senge kuparara kwemukaka, zvinhu zvekunze, uye kutadza kuzadzisa zvivimbiso. Kubva munaNovember 3, pakanga paine zvichemo mazana matatu nemakumi matanhatu zvine chekuita neGuangming Dairy, uye zvingangoita mazana mana zvichemo maererano neGuangming's "随心订" yekunyorera sevhisi.
Munguva yekuongororwa kwevanodyara mari munaGunyana, Guangming Dairy haina kana kupindura kumibvunzo nezve mashandiro ekutengesa kwe30 zvigadzirwa zvitsva zvakatangwa muhafu yekutanga yegore.
Nekudaro, kuderera kwemari yeGuangming Dairy uye purofiti yakakurumidza kuratidza mumusika mukuru. Pazuva rekutanga rekutengesa mushure mekuburitswa kweyechitatu-kota mushumo (Gumiguru 30), mutengo weGuangming Dairy wakadonha ne5.94%. Kubva pakupera kwaNovember 2, masheya ayo aitengesa pa9.39 yuan pachikamu, kuwedzera kuderera kwe57.82% kubva panhongonya ye22.26 yuan per share muna 2020, uye kukosha kwayo kwemusika kwadzikira kusvika 12.94 bhiriyoni yuan.
Tichifunga nezvekudzvinyirirwa kwekuderera kwekuita, kutengesa kwakashata kwezvigadzirwa zvikuru, uye kukwidziridza makwikwi eindasitiri, kana Huang Liming inogona kutungamira Guangming Dairy kudzokera panhongonya yayo zvinoramba zvichionekwa.

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Nguva yekutumira: Aug-17-2024