Njengokuphela kweNkampani yoDai eKhokeleyo kwiNkomfa yeSihlanu yoMgangatho waseTshayina, iGuangming Dairy ayikazisi “iKhadi leNgxelo” elifanelekileyo.
Kutshanje, i-Guangming Dairy ikhuphe ingxelo yayo yekota yesithathu ye-2023. Ngexesha leekota ezintathu zokuqala, inkampani ifumene ingeniso ye-20.664 yeebhiliyoni zeeyuan, ukwehla konyaka-ngonyaka nge-3.37%; inzuzo eseleyo yayizizigidi ezingama-323 zeeyuan, ukwehla konyaka-ngonyaka nge-12.67%; ngelixa i-net profit emva kokutsalwa kweenzuzo kunye nelahleko ezingaphindi zinyuke nge-10.68% unyaka nonyaka ukuya kwi-312 yezigidi zeeyuan.
Ngokumalunga nokuhla kwengeniso yesambuku, i-Guangming Dairy ichaze ukuba kungenxa yokwehla konyaka nonyaka kwingeniso yangaphakathi ngexesha lokunika ingxelo kunye nelahleko evela kwii-subsidiaries zayo zaphesheya. Nangona kunjalo, ilahleko yenkampani ayiyonto yamva nje.
Abasasazi beNtsebenzo ecothayo Qhubeka nokuhamba
Kuyaziwa ukuba iGuangming Dairy inamacandelo amathathu eshishini: ukwenziwa kobisi, ukufuya izilwanyana, kunye namanye amashishini, ngokuyintloko avelisa kwaye athengise ubisi olutsha, iyogathi entsha, ubisi lwe-UHT, iyogathi ye-UHT, iziselo ze-lactic acid, i-ayisikrimu, ubisi lweentsana kunye nabantu abadala. umgubo, itshizi, kunye nebhotolo. Nangona kunjalo, iingxelo zemali zibonisa ngokucacileyo ukuba ukusebenza kobisi lwenkampani ikakhulu kuphuma kubisi olumanzi.
Ukuthatha eyona minyaka mibini ipheleleyo yemali njengemizekelo, ngo-2021 nango-2022, ingeniso yobisi ibalelwa ngaphezulu kwe-85% yengeniso iyonke ye-Guangming Dairy, ngelixa ukufuywa kwezilwanyana kunye namanye amashishini kunikele ngaphantsi kwe-20%. Ngaphakathi kwecandelo lobisi, ubisi olululwelo lwezisa ingeniso ye-17.101 yeebhiliyoni zeeyuan kunye ne-16.091 yeebhiliyoni zeeyuan, ibalwa kwi-58.55% kunye ne-57.03% yengeniso epheleleyo, ngokulandelelana. Ngexesha elifanayo, ingeniso evela kwezinye iimveliso zobisi yayiyi-8.48 yeebhiliyoni zeeyuan kunye ne-8 yeebhiliyoni zeeyuan, ibalwa kwi-29.03% kunye ne-28.35% yengeniso epheleleyo, ngokulandelanayo.
Nangona kunjalo, kule minyaka mibini idlulileyo, imfuno yobisi yase-China iye yaguquguquka, nto leyo ekhokelela “kwi-whammy ephindwe kabini” yokwehla kwengeniso kunye nengeniso yengeniso ye-Guangming Dairy. Ingxelo yentsebenzo ka-2022 ibonise ukuba i-Guangming Dairy iphumelele ingeniso ye-28.215 yeebhiliyoni zeeyuan, ukwehla konyaka-ngonyaka nge-3.39%; Ingeniso yesambuku eyabalelwa kubanini-zabelo benkampani edwelisiweyo yayizizigidi ezingama-361 zeeyuan, ukwehla konyaka nonyaka ngama-39.11%, okuphawula elona nqanaba lisezantsi ukusukela ngo-2019.
Emva kokungabandakanyi iinzuzo kunye neelahleko ezingaphindi, inzuzo eseleyo ye-Guangming Dairy ka-2022 yehle ngaphezulu kwe-60% unyaka nonyaka ukuya kwi-169 lezigidi zeeyuan. Ngekota, ingeniso yenkampani emva kokutsala izinto ezingaphindiyo kwikota yesine ka-2022 irekhode ilahleko ye-113 yezigidi zeeyuan, eyona lahleko inkulu kwikota enye phantse kwiminyaka eli-10.
Ngokucacileyo, unyaka ka-2022 uphawule unyaka wokuqala ogcweleyo phantsi kukaSihlalo u-Huang Liming, kodwa ikwangunyaka apho i-Guangming Dairy yaqala “ukulahlekelwa ngamandla.”
Ngo-2021, i-Guangming Dairy yamisela isicwangciso sokusebenza sika-2022, ijolise ekuphumezeni ingeniso epheleleyo ye-31.777 yeebhiliyoni zeeyuan kunye nengeniso yenzuzo ebangelwa yinkampani engumzali ye-yuan yezigidi ezingama-670. Nangona kunjalo, inkampani ayiphumelelanga ukufikelela usukelo lwayo lonyaka opheleleyo, ngezinga lokugqibezela ingeniso kuma-88.79% kunye nezinga lokugqibezela inzuzo kuma-53.88%. I-Guangming Dairy icacisile kwingxelo yayo yonyaka ukuba ezona zizathu ziphambili ibikukucotha ukukhula kokusetyenziswa kobisi, ukomelela kokhuphiswano lwentengiso, kunye nokwehla kwengeniso evela kubisi olululwelo kunye nezinye iimveliso zobisi, nto leyo eye yabeka imiceli mngeni ebalulekileyo ekusebenzeni kakuhle kwenkampani.
Kwingxelo yonyaka ka-2022, i-Guangming Dairy yamisela iinjongo ezintsha zowama-2023: ukuzama ukufumana ingeniso eyi-32.05 yeebhiliyoni zeeyuan, inzuzo efunyenwe kubanini-zabelo ye-yuan ezigidi ezingama-680, kunye nembuyekezo kwi-equity engaphezu kwe-8%. Utyalo-mali olusisigxina lwe-asethi yonyaka lwalucetywe ukuba lube malunga ne-1.416 yebhiliyoni ye-yuan.
Ukufezekisa ezi njongo, i-Guangming Dairy yathi inkampani izakunyusa imali ngenkunzi yayo kunye namajelo angaphandle enkxaso-mali, yandise iindlela zokuxhasa ngemali ephantsi, ikhawulezise imbuyekezo eyinkunzi, kwaye inciphise iindleko zokusetyenziswa kwemali eyinkunzi.
Mhlawumbi ngenxa yokusebenza kokunciphisa iindleko kunye nemilinganiselo yokuphucula ukusebenza kakuhle, ekupheleni kuka-Agasti ka-2023, i-Guangming Dairy yazisa ingxelo enesiqingatha sonyaka. Ngeli xesha, inkampani iphumelele ingeniso ye-14.139 yeebhiliyoni zeeyuan, ukuhla kancinci konyaka-ngonyaka kwe-1.88%; ingeniso eshiyekileyo yayizizigidi ezingama-338 zeeyuan, ukwanda kwe-20.07% unyaka nonyaka; kunye nenzuzo yesambuku emva kokutsalwa kwezinto ezingaphindi zibe yi-317 yezigidi zeeyuan, ukunyuka konyaka-ngonyaka ngama-31.03%.
Nangona kunjalo, emva kwekota yesithathu ka-2023, i-Guangming Dairy "yaguquka ukusuka kwinzuzo ukuya kwilahleko," kunye nesantya sokugqitywa kwengeniso ye-64.47% kunye ne-Net profit rate rate ye-47.5%. Ngamanye amazwi, ukufezekisa iithagethi zayo, i-Guangming Dairy kuya kufuneka yenze malunga ne-11.4 yeebhiliyoni zeeyuan kwingeniso kunye ne-357 yezigidi ze-yuan kwinzuzo eseleyo kwikota yokugqibela.
Njengoko uxinzelelo ekusebenzeni lusahleli lungasonjululwanga, abanye abasasazi sele beqalisile ukufuna amanye amathuba. Ngokwengxelo yemali ka-2022, ingeniso yokuthengisa evela kubasasazi be-Guangming Dairy yafikelela kwi-20.528 yeebhiliyoni zeeyuan, ukwehla konyaka-ngonyaka nge-3.03%; iindleko zokusebenza zaziyi-17.687 yeebhiliyoni zeeyuan, ukwehla konyaka-ngonyaka nge-6.16%; kunye nomyinge wengeniso yengeniso unyuke nge-2.87 ekhulwini unyaka nonyaka ukuya kwi-13.84%. Ekupheleni kwe-2022, i-Guangming Dairy yayinabahambisi be-456 kummandla wase-Shanghai, ukwanda kwe-54; inkampani yaba 3,603 abasasazi kweminye imimandla, ukuncipha 199. Lilonke, inani Guangming Dairy kaThixo lehla nge 145 ngo 2022 kuphela.
Phakathi kokuhla kokusebenza kweemveliso zayo eziphambili kunye nokuhamba okuqhubekayo kwabasasazi, i-Guangming Dairy nangona kunjalo igqibe ekubeni iqhubeke nokwandisa.
Ukwandisa uTyalo-mali kwiMithombo yoBusi ngelixa Uzabalaza ukuNqanda imiba yoKhuseleko lokutya
NgoMatshi ka-2021, i-Guangming Dairy yabhengeza isicwangciso esingesosesidlangalaleni, sijonge ukunyusa i-1.93 yeebhiliyoni zeeyuan ukusuka kwi-35 yabatyali-mali abathile.
I-Guangming Dairy ichaze ukuba imali efunyenweyo iya kusetyenziselwa ukwakha iifama zobisi kunye nokuxhasa inkunzi yokusebenza. Ngokwesicwangciso, i-1.355 yebhiliyoni ye-yuan yemali ephakanyisiweyo iya kwabelwa kwiiprojekthi ezincinci ezintlanu, kubandakanywa nokwakhiwa kwe-12,000-head frama yenkomo yobisi e-Suixi, e-Huaibei; i-10,000 yentloko yenkomo yobisi ebonisa ifama eZhongwei; ifama yomboniso yenkomo yobisi eneentloko ezingama-7,000 eFunan; ifama yomboniso yenkomo yobisi enentloko ezingama-2,000 eHechuan (Isigaba II); kunye nokwandiswa kwefama yesizwe yokufuya iinkomo zobisi (iJinshan Dairy Farm).
Ngomhla kwabhengezwa isicwangciso sokubekwa kwabucala, i-Guangming Dairy's subsidiary ephethwe ngokupheleleyo yi-Guangming Animal Husbandry Co., Ltd. yafumana i-100% ye-equity ye-Shanghai Dingying Agriculture Co., Ltd. nge-1.8845 yezigidi zeeyuan kwi-Shanghai Dingniu Feed Co., Ltd. , kunye ne-100% ye-equity ye-Dafeng Dingcheng Agriculture Co., Ltd. ye-51.4318 yezigidi ze-yuan.
Enyanisweni, ukwanda kotyalo-mali kwimisebenzi enyukayo kunye nekhonkco leshishini elidibeneyo liyinto eqhelekileyo kwishishini lobisi. Iinkampani ezinkulu zobisi ezifana ne-Yili, i-Mengniu, i-Guangming, i-Junlebao, i-New Hope, kunye ne-Sanyuan Foods zityale imali ngokulandelelana ekwandiseni umthamo wefama yobisi.
Nangona kunjalo, "njengomdlali wakudala" kwicandelo lobisi olufakwe kwi-pasteurized, i-Guangming Dairy ekuqaleni yayinenzuzo eyahlukileyo. Kuyaziwa ukuba imithombo yobisi elulwelo lwase-Guangming yayibekwe ikakhulu kwiindawo ezinemozulu epholileyo evunyiweyo kumazwe ngamazwe ezilungele ukufuya ubisi olukwizinga eliphezulu, olumisela umgangatho ophezulu wobisi lwe-Guangming Dairy. Kodwa ishishini lobisi lwepasteurized ngokwalo lineemfuno eziphezulu zobushushu kunye nokuhamba, nto leyo eyenza kube nzima ukulawula imarike yelizwe.
Njengoko imfuno yobisi lwepasteurized iye yanda, iinkampani zobisi eziphambili nazo ziye zangena kulo mmandla. Kwi-2017, i-Mengniu Dairy yasungula iyunithi yoshishino yobisi olutsha kwaye yasungula uphawu lwe-"Daily Fresh"; ngo 2018, Yili Group wadala Gold Label ubisi olutsha uphawu, ngokusesikweni ukungena kwimarike yobisi lobushushu obuphantsi. Ngo-2023, iNestlé yazisa nemveliso yobisi yokuqala ebandayo.
Ngaphandle kokunyuka kotyalo-mali kwimithombo yobisi, i-Guangming Dairy iye yajongana ngokuphindaphindiweyo nemiba yokhuseleko lokutya. Ngokutsho kwe-Arhente yeendaba ze-Xinhua, ngoSeptemba walo nyaka, i-Guangming Dairy ikhuphe uxolo loluntu kwiwebhusayithi yayo esemthethweni, ikhankanya iziganeko ezintathu zokhuseleko lokutya ezenzeke ngoJuni noJulayi.
Ingxelo, ngoJuni 15, abantu abathandathu kwiNqila yase-Yingshang, kwiPhondo lase-Anhui, bafumana ukugabha kunye nezinye iimpawu emva kokutya ubisi lwe-Guangming. Ngomhla wama-27 kuJuni, uGuangming wakhupha ileta yokuxolisa ngamanzi e-alkali asuka kwisisombululo sokucoca angena kubisi lwe-“Youbei”. Nge-20 kaJulayi, iGuangzhou Municipal Administration for Industry and Commerce yapapasha iziphumo zomjikelo wesibini wokuhlolwa kweesampulu zeemveliso zobisi ezisasazwa kwikota yesibini ka-2012, apho iimveliso zobisi zaseGuangming zaphinda zavela "kuluhlu lwabamnyama."
Kwiqonga lesikhalazo sabathengi "Izikhalazo ze-Black Cat," abathengi abaninzi baye babika imiba ngeemveliso ze-Guangming Dairy, ezifana nokuchithwa kobisi, izinto zangaphandle, kunye nokungaphumeleli ukuzalisekisa izithembiso. Ukususela nge-3 kaNovemba, bekukho izikhalazo ze-360 ezinxulumene ne-Guangming Dairy, kwaye phantse izikhalazo ze-400 malunga nenkonzo yokubhalisa ye-Guangming "随心订".
Ngexesha lophando lwabatyali-mali ngoSeptemba, i-Guangming Dairy ayizange iphendule imibuzo malunga nokusebenza kwentengiso yeemveliso ze-30 eziqaliswe kwisiqingatha sokuqala sonyaka.
Nangona kunjalo, ukwehla kwengeniso ye-Guangming Dairy kunye nengeniso eseleyo ibonakale ngokukhawuleza kwimarike yemali. Ngosuku lokuqala lokurhweba emva kokukhululwa kwengxelo yekota yesithathu (ngo-Oktobha 30), ixabiso le-stock ye-Guangming Dairy lehla nge-5.94%. Ukusukela ngoNovemba 2, isitokhwe sayo sasirhweba nge-9.39 ye-yuan ngesabelo ngasinye, ukuhla okunyukayo kwe-57.82% ukusuka kwincopho yayo ye-22.26 yuan ngesabelo ngasinye ngo-2020, kwaye ixabiso layo lemarike lilonke lehlile laya kutsho kwi-12.94 yeebhiliyoni zeeyuan.
Ngenxa yoxinzelelo lokwehla kokusebenza, ukuthengiswa okulambathayo kweemveliso eziphambili, kunye nokukhuphisana kweshishini, nokuba i-Huang Liming inokukhokelela kwi-Guangming Dairy kwincopho yayo ihlala ibonwa.
Ixesha lokuposa: Aug-17-2024