Pamsika waukulu, makampani omwe adatchulidwa akuyembekeza kutulutsa zotsatira za 1 + 1> 2 popeza katundu wapamwamba kwambiri.

Posachedwapa, mtsogoleri wamakampani opanga zitini za aluminiyumu adachita chidwi kwambiri kuti agule ma CD a COFCO pafupifupi yuan biliyoni 5.5. Pankhani ya China Baowu, kampani ya makolo ya Baosteel Packaging, mpikisano, mbali ziwirizi zidapangana. Ndani angachite bwinoko? Zotsatira sizinadziwikebe.

Pazowonetsa zotsatira zapachaka za 2023, org idayankha kwa osunga ndalama zaubwino wabizinesiyo, nati, "Kampaniyo ili ndi chidziwitso chochuluka pankhani yophatikiza zitsulo ndi kuphatikizika kwa zinthu, kuyambira pomwe idakhala nawo gawo la CoFCO Packaging, mbali ziwirizi zasungabe. mgwirizano wabwino wamabizinesi. ”

Ndikoyenera kuzindikira kuti kumbuyo kwa nkhondo ya takeover ya org , kaya pali thandizo la ndalama komanso ngati pali kuthekera kwakukulu kobweza ngongole kumakhudzidwanso ndi dziko lakunja.

Pofika kumapeto kwa malonda pa June 11, mtengo wagawo wa Aoruijin unali 4.5 yuan, ndipo mtengo wonse wamsika unali 11.58 biliyoni yuan.

Chifukwa chiyani pali nkhondo yolanda?

Bizinesi yathu yayikulu ndikupereka mayankho athunthu amitundu yonse yamakasitomala a FMCG. Pofika kumapeto kwa 2023, zinthu zonyamula zitsulo ndi ntchito zidapanga 86.97% ya ndalama zomwe kampaniyo idapeza.

Kuti aphatikize bizinesi yayikulu, kukulitsa makasitomala abwino, ndi zina zotero, pa June 7 chaka chino, Ao Ruijin adapereka dongosolo lalikulu logulira katundu, kampaniyo ikufuna kupereka magawo pamtengo wamtengo wapatali wa 7.21 Hong Kong dollar, kwa onse omwe ali ndi CoFCO. kulongedza mwaufulu zovomerezeka zonse.

Kugulitsaku kukufika pa 6.06 biliyoni ku Hong Kong dollar (pafupifupi 5.57 biliyoni ya yuan pamtengo waposachedwa). Ntchitoyo ikamalizidwa bwino, Oregin adzayang'anira ma CD a CofCO.

Zikumveka kuti zomwe zili pamwambapa ndizomwe zimaperekedwa pamsika, pali opikisana nawo. Pa Disembala 6, 2023, China Baowu, kampani yamakolo ya Baosteel Packaging, idakhazikitsa zogula zogulira CoFCO Packaging ndi ndalama zatsopano za United Nations. Tsopano, ndi mimbulu iwiri ikuthamangitsa chidutswa cha nyama.
Chifukwa chiyani ma CD a COFCO amafunidwa kwambiri? Chifukwa chachikulu ndichakuti aliyense amene adzapambane adzakhala ndi mwayi wogawana nawo msika winawo.

Malinga ndi zomwe zawululidwa ndi Prospective Industry Research Institute, pamsika wamatanki amitundu iwiri, gawo la msika la ORG Baosteel packaging, CoFCO packaging ndi Sheng Xing Holding ndi 20%, 18%, 17% ndi 12% motsatana. Deta ina ikuwonetsa kuti kuchuluka kwa ndalama za org , CoFCO Packaging ndi Baosteel packaging mu 2023 ndi yuan biliyoni 13.84, yuan 10.27 biliyoni ndi 7.76 biliyoni motsatana.

Ofufuza aku China Galaxy Securities anena mu lipoti la kafukufukuyu kuti ngati org itakwanitsa kupeza bwino, gawo la msika la zitini ziwiri likuyembekezeka kuyandikira 40%, ndipo gawo la msika la zitini zitatu likuyembekezeka kuwongolera bwino, komanso kukula kwake. Zotsatira za kampaniyo zidzalimbikitsidwa.

Pakali pano, chiŵerengero cha masheya cha omwe ali ndi COFCO packaging shareholder ndi omwazikana, ndipo palibe wolamulira weniweni. Pofuna kusunga maubwino amsika ndikupewa kugundidwa ndi omwe akupikisana nawo, org idasankha kumenya nkhondo molunjika ndikulimbikira kuyitanitsa kuwongolera ma CD a CoFCO.

Kenako, musalole kuti "nkhondo yolanda" ikukulirakulira.

Zowopsa kumbuyo kwa kupeza

M'chilengezocho, org inachenjeza za "chiwopsezo chochotsedwa chifukwa cholephera kuvomerezedwa", "chiwopsezo champikisano", "chiwopsezo cha kukwera kwa ngongole zamakampani omwe adatchulidwa" ndi zina zotero.

Mwa iwo, akunja akukhudzidwa kwambiri ndi "zachuma" ndi "kutha" kwa Org.

Kumapeto kwa kotala yoyamba ya chaka chino, ndalama zandalama za Org zinali 1.427 biliyoni yuan. Chipewa cha malonda chili pafupi ndi 5.57 biliyoni ya yuan, zikhoza kuwoneka kuti kuchuluka kwa ndalama zomwe Orj ayenera kukweza sizochepa.

Org adasankha kupeza ndalama ndipo akufuna kulipira mtengo wake ndi ndalama zake komanso ndalama zodzipezera yekha (kuphatikiza kupempha ngongole kubanki).

Kuchokera pamalingaliro a chiwongola dzanja cha katundu, kuyambira 2021 mpaka 2023, chiwopsezo cha chuma cha org chinali 53.47%, 50.47 ndi 45.66%, motsatana, chomwe chidatsika ndi 7.81 peresenti m'zaka zitatu zapitazi. M'gawo loyamba la 2024, chiwongola dzanja cha katundu chinali 44.48%, kutsika ndi 4.34 peresenti pachaka.
Malinga ndi ziwonetsero zakubweza ngongole kwakanthawi kochepa, kuyambira 2021 mpaka 2023, chiŵerengero chaposachedwa cha Oregold ndi 1.069, 1.160 ndi 1.109, ndipo chiŵerengero chofulumira ndi 0.740, 0.839 ndi 0.835, motsatana, kusonyeza kugwa koyamba ndikukwera koyamba. . M'gawo loyamba la 2024, chiŵerengero chaposachedwa cha org ndi chiŵerengero chachangu chinali 1.137 ndi 0.896, ndipo zowona m'gawo loyamba la 2023 zinali 1.227 ndi 0.876, motsatana.

Zambiri za anthu zikuwonetsa kuti chiŵerengero chamakono nthawi zambiri chimatengedwa kuti ndi 2: 1, ndipo chiŵerengero chofulumira nthawi zambiri chimaonedwa kuti ndi 1: 1.

Kupitilira apo, kumapeto kwa kotala yoyamba ya chaka chino, ngongole zonse zobwereketsa kwakanthawi kochepa + zomwe sizinali zapano zomwe zidaperekedwa mkati mwa chaka chimodzi za org zinali pafupifupi yuan biliyoni 3.087, pafupifupi yuan biliyoni 1.66 kuposa ndalama zandalama.

M'mbuyomu, org idachenjeza za ngozi yoti "njira yodzipezera ndalama zopezera ndalama zogulira idzakulitsa ndalama zamakampani, komanso kuchuluka kwa ngongole zamakampani ndi chiwongolero cha chuma chidzawonjezeka." Ngati bizinesiyo siyingakwaniritse mgwirizano ndikusintha ndalama zogulira ndalama posachedwa, pali chiwopsezo choti kubweza kwakanthawi kwa Kampani komanso luso lopeza ngongole zingasokonezedwe.

Tipitilizabe kuwona ngati izi za org zitha kukhazikitsidwa bwino.

Erjin Packagingwakhala akusunga mgwirizano ndi zitsulo zazikulu zitatu mafakitale akhoza ku China kwa zaka 15, kupereka makasitomala padziko lonse ndi zitsulo akhoza ma CD kapangidwe ndi ntchito kupanga, njira zosiyanasiyana kusindikiza, ndi ntchito chitsanzo thandizo.