Nhasi, Fonterra, kambani hombe yemukaka muNew Zealand iri kutungamira mubhizinesi reB2B, yakaburitsa mushumo wayo wegore ra2025 remari (Nyamavhuvhu 1, 2024 kusvika Chikunguru 31, 2025). Sezvaitarisirwa, nekushanda nesimba mumabasa ekugadzira chikafu nenzira dzezvinhu zvisina kugadzirwa, mari inowanikwa neFonterra mudunhu reGreater China yakakwirawo, ichisvika pakakwirira kupfuura mabhiriyoni manomwe emadhora ekuNew Zealand (anenge mabhiriyoni makumi maviri nemapfumbamwe eyuan). Pakati pavo, kambani yeFonterra yezvekudya, iyo yanga ichinyanya kutarisa mabasa anoramba achiitwa muzvikamu zvekubika, zveupfu, uye zvezvinwiwa muChina mumakore achangopfuura, yakaona mari yayo muChina ichikura neanopfuura 20% gore negore, uye mwero wekukura kwebhizinesi rezvinhu zvisina kugadzirwa waivewo mukuru.
Takaonawo kuti mushure mekunge tazivisa kare kutengeswa kwebhizinesi rayo revatengi kuLactalis, vakuru vepasi rose veFonterra nhasi vati vanoronga kuisa mari inosvika bhiriyoni imwe chete yeNZ$1 (inenge RMB 4.1 bhiriyoni) mumapurojekiti akawanda mumakore matatu kusvika mana anotevera kuti vagadzire kukosha kwakanyanya uye kuvandudza mashandiro emari.
Mushure mekuburitswa kwemushumo wegore negore, mutengo wemasheya eFonterra wakasvika padanho repamusoro mumakore manomwe panguva yekutengeserana kwanhasi. Zvino, ngatitarisei "kadhi remushumo" iri razvino.
Musika weChina
Sekureva kwemushumo wegore negore uyu, ngatitangei taongorora mamiriro ezvinhu edunhu reGreater China reFonterra mugore remari rapfuura.
Mugore remari ra2025, dunhu reFonterra reGreater China rakawana mari inosvika mabhiriyoni manomwe nemakumi mapfumbamwe nemana emadhora ($7.964 bhiriyoni) mukutengesa zvinhu, nemadhora zviuru zvina nemazana mashanu nemakumi mashanu nemana (NZ$4.548 bhiriyoni) kubva mukugadzira zvinhu zvisina kugadzirwa uye mabhiriyoni matatu nemakumi matatu nemazana manomwe emadhora ($3.387 bhiriyoni) kubva mukugadzira zvekudya. Zvichienzaniswa nenguva imwe cheteyo gore rapfuura, nhamba idzi dzakawedzera ne25.04%, 26.58%, uye 22.23% zvichiteerana. Munguva iyi, dunhu reFonterra reGreater China rakawana purofiti yekushanda yemamiriyoni mazana mana negumi nemaviri emadhora ($412 miriyoni), kudzikira kwemamiriyoni makumi mapfumbamwe nerimwe emadhora ($91 miriyoni) zvichienzaniswa negore rapfuura. Zvikonzero zveizvi kwaive kuwedzera kwemitengo yemukaka uye kukanganisa kwekugoverwa kwemari kwakabatana nekuvandudzwa kwehurongwa hweERP pamari yepurofiti. Takaona kuti zvichibva pamari yekutengesa yegore rino remari, China ichiri musika mukuru unopa Fonterra.
Zvinonzwisisika kuti bhizimisi reFonterra rezvinhu zvinoshandiswa mukugadzira mukaka (NZMP) rinotarisa pazvinhu zvinoshandiswa mukugadzira mukaka nemhinduro. Nekushandisa modhi yeboka iri yekudya kwemafuro, ruzivo rwehunyanzvi rwekudya kwemukaka, tekinoroji yepamusoro yekugadzira uye mwero wemhando, NZMP inogadzira zvinhu zvakasiyana-siyana uye ine chinzvimbo chepamusoro muindasitiri iyi. Bhizinesi reFonterra rezvekudya rakawedzera kusvika kumaguta anopfuura mazana mashanu muChina. Mugore remari ra2025, kukura kwekutengesa kwebhizinesi reFonterra rezvekudya kwakakonzerwa nekudiwa kuri kuwedzera mumusika weGreater China kwemhando nhatu dzezvigadzirwa: kirimu yekupisa yakanyanya kupisa (UHT cream), butter, uye IQF mozzarella cheese (IQF mozzarella). Fonterra yakataurawo nhasi kuti dunhu reGreater China richiri musika wayo mukuru wezvekudya.
Kuti ishandire musika wemuno nekukurumidza uye zvinobudirira, Fonterra yakagadzira nzvimbo nhanhatu dzekunyorera uye imwe nzvimbo yekuvandudza zvinhu muChina, yakatsaurirwa kupa vatengi vekuChina mhinduro itsva dzinoenderana nemafambiro ekushandisa zvinhu munharaunda uye zvinodiwa pamusika. Izvi zvinosanganisira Wuhan Application Center, iyo yakarongerwa kupera munaGunyana 2024.
Achitarisa mberi kwegore remari ra2026, Fonterra akataurawo zvakananga nezvemusika wekuChina. Fonterra anofanotaura kuti munguva pfupi, kudiwa kwemukaka weupfu muChina kwaderera, asi kudiwa kwechizi nebhota kuchiri kwakasimba, izvo zvinoderedza kudzikira kwekudiwa kwemukaka weupfu. Nekufamba kwenguva, chimiro chechigadzirwa mumusika wekuChina chiri kuchinja, uye chinotarisirwa kuderedza zvishoma nezvishoma kuvimba kwacho nemukaka weupfu wose.
Pakupedzisira, Little Food Times yakataura kuti mumushumo wayo wegore negore, Fonterra yakasimbisazve kuti kuti iite hurongwa hwayo uye ichinje kuita hurongwa hwebhizinesi hunotungamirirwa nenzira, yakagadza Zhou Dehan semutungamiri wepasi rose webhizinesi rezvekudya munaKurume 2025. Mubasa idzva iri rekuwedzera kwenyika, Zhou Dehan anoramba achishanda seCEO wedunhu reGreater China uku achitungamirawo mabasa ezvekudya munharaunda yeGreater China, North Asia, Southeast Asia, Latin America, uye chiteshi cheresitorendi yepasi rose chekukurumidza (GQSR). Panguva imwe chete, Richard Allen akagadzwa semutungamiri wepasi rose webhizinesi rezvekudya.
Kuvhura Mikana
Little Food Times yakaona kuti Fonterra iri kuvhura mikana mitsva muChina kuburikidza nekukura kunotungamirirwa nehunyanzvi hutsva.
Semutengesi anotungamira pasi rose wezvigadzirwa zvemukaka zvepamusoro, Fonterra NZMP inotarisa pakutsvagisa nezvezvigadzirwa zvemukaka uye kunzwisisa kwevatengi. Nhevedzano yayo mishanu yemhuri yezvigadzirwa, zvinosanganisira hupfu hwemukaka, mapuroteni emukaka, uye membrane yemafuta emukaka (MFGM), inopa rutsigiro rwekudya kune vanhu vezvikamu zvese zvehupenyu.
Little Food Times yakashumawo kuti mugore remari rapfuura, zvimedu zvechizi zveFonterra zvakaburitswa muChina zvakasanganisa zvigadzirwa zvemukaka nezvinodiwa nevatengi vekuChina, zvichigadzira mamiriro matsva ekunakirwa nechizi muhupenyu hwezuva nezuva. Uku ndiko kubudirira kwazvino kweFonterra muhurongwa hwenzvimbo. Pamusoro pezvo, chigadzirwa cheButter Rice Cake, icho chinobatanidza zvakanyanya makeke emupunga eChinese New Year nebutter yeNew Zealand uye chinomiririra hunyanzvi hwenzvimbo, chave chimwe chezvigadzirwa zvegore negore zvine simba muindasitiri yekubika. Kunaka kwayo kukuru kunobva mukushandiswa kwebutter yeFonterra's Anchor. Pakazosvika 2025, mhando dzekubika dzinopfuura 140 pakati pevatengi veFonterra vekudya dzakatanga rudzi urwu rwechigadzirwa, zvichiratidza mukana weFonterra mukupindura kune mafambiro ekushandiswa kwenzvimbo nekushandisa zvigadzirwa zvemukaka zvemhando yepamusoro zveNew Zealand.
Chekupedzisira, Fonterra inotarisa pa "mukaka unodyiwa nehuswa" uye inotanga zvinhu zvitsva zvemukaka zvemapoka akasiyana ezera revatengi vekuChina nezvinodiwa zvakasiyana-siyana zvehutano.
Muna Chikumi gore rino, hurumende yeNew Zealand yakaburitsa zviri pamutemo "New Zealand Dairy Grass-Fed Management Standard", ichiisa chiyero chepamutemo chezvigadzirwa zvemukaka zvemhando yepamusoro zvinodyiswa uswa. Mumwedzi mumwe chete, Mutungamiriri weNew Zealand, Jacinda Ardern, uyo aishanyira China, akapa Fonterra chitupa che "New Zealand Dairy Grass-Fed Management Standard", ichicherechedza modhi yayo yekudyisa uswa seyainosangana nezvinodiwa zvitsva zvekudyiswa uswa muNew Zealand.
Mamiriro ezvinhu pasi rose
Mushure mekutarisa bhizinesi reFonterra muChina, ngatitarisei bhizinesi rayo repasi rose.
Zvichienderana nemhedzisiro yegore negore yeFonterra yegore ra2025 yakaburitswa nhasi, mari yayo yakasvika mabhiriyoni makumi maviri nematanhatu emadhora ekuNew Zealand panguva iyi, uye yakaunza mabhiriyoni gumi nematanhatu nemazana maviri emadhora ekuNew Zealand semari inodzoserwa kune varimi vayo vemukaka. Fonterra yakazivisawo kuti dividend yegore rose yegore ra2025 ichave masendi makumi mashanu nemanomwe ekuNew Zealand, zvakaenzana nemari inogoverwa inosvika mamiriyoni mazana mapfumbamwe negumi nematanhatu emadhora ekuNew Zealand.
Panyaya yekudzoka kwevane migove, gore remari ra2025 raive rimwe regore rakasimba kwazvo reFonterra kusvika pari zvino, akadaro CEO weFonterra Miles Hurrell nhasi. Akaramba achiona kudiwa kukuru kubva kune vatengi vepasi rose kwezvigadzirwa zvemhando yepamusoro zveFonterra zvakagadzirwa nemukaka wepapurazi wekuNew Zealand, izvo zvakaita kuti kudzoka kuwedzere kuburikidza nemitengo yemukaka uye migove.
Akati chinangwa cheFonterra ndechekuva mutengesi wemukaka anonyanya kukosha pasi rose, uye hurongwa hwayo hwakanangana nekugadzira kukosha kwevarimi kuburikidza nekutarisa pakuva mutengesi wemukaka weB2B uye kushanda pamwe chete nevatengi kuburikidza nenzira dzinoshanda dzekushandisa uye nzira dzekubatsira chikafu.
Gore rino, takatora danho rakakosha kuzadzisa chinangwa ichi, akadaro. Izvi zvinosanganisira kubvisirwa kwemakambani edu epasi rose evatengi neanoenderana nawo, uye kupedziswa kwechibvumirano chekutengesa mabhizinesi aya kuLactalis nemadhora mabhiriyoni 4.22 eNZ, icho chichiri kumirira kubvumidzwa.
Hawke akatiwo kukosha kwakawanda kuchawanikwa kuburikidza nemabhizinesi ezvekudya nekugadzira zvinhu, izvo zvinosanganisira kuramba uchidyara mari mumabasa matsva. Akazivisa kuti Fonterra iri kuongorora huwandu hwekudyara mari inogona kukura uye zvirongwa zvekudyara mari inosvika bhiriyoni imwe chete yeNZ$1 (inenge RMB bhiriyoni 4.1) mumakore matatu kusvika mana anotevera mumapurojekiti akasiyana-siyana (ona chati iri pazasi) kuti pave nekukosha kwakawanda uye kuvandudza mashandiro emari.
Akapedzisa nekutaura kuti kuburikidza nekushanda kwakasimba kwehurongwa hwayo, Fonterra ine chinangwa chekudzorera mari yayo padanho rayo razvino mukati memakore matatu, ichibvisa kukanganisa kwevatengi vayo nemabhizinesi ane chekuita nayo pamari inowanikwa. Kana kutengeserana kwacho kukafamba zvakanaka, Fonterra inoronga kuwana avhareji yekudzoka kwemari ye10% kusvika 12% kubva mugore remari ra2026, yakakwira kupfuura avhareji yemakore mashanu apfuura. Fonterra yakasimbisawo hurongwa hwayo hwekubhadhara migove ye60% kusvika 80% yemari inowanikwa.
Pamusoro pezvo, Fonterra nhasi yagadzirisa fungidziro yayo yekuburitswa kwemukaka wemwaka wa2025/26 kubva pamakirogiramu 1.49 bhiriyoni emukaka wakaoma kusvika pamakirogiramu 1.525 bhiriyoni emukaka wakaoma; mutengo wemukaka waitarisirwa wenguva iyoyo iNZ$10.00 pakirogiramu yemukaka wakaoma, nemutengo uri pakati peNZ$9.00 kusvika NZ$11.00 pakirogiramu yemukaka wakaoma.
Nguva yekutumira: Gumiguru-09-2025