Ngā au matua e hanga ana i te heke mai o te pepa me te takai me ngā umanga nunui e rima hei tirotiro māu

Ngā au matua e hanga ana i te heke mai o te pepa me te takai me ngā umanga nunui e rima hei tirotiro māu

He tino kanorau ngā hua o te umanga pepa me te tākai, mai i ngā pepa whakairoiro me ngā pepa tākai ki ngā hua akuaku mimiti, ngā pepa whakairoiro tae atu ki ngā pepa tā me te tuhituhi me te niupepa mō ngā kaupapa whakawhitiwhiti kōrero. Ka whakaratohia e te umanga Pepa me te Tākai ngā otinga tākai mō ngā hua wai, kai, rongoā, ataahua, whare, arumoni me te ahumahi, ā, ka hangaia hoki e ia he penupenu huruhuru me ngā penupenu motuhake mō ngā hua akuaku mimiti, ngā hua kiko me te pepa. Ka whakatutukihia e te umanga pepa me te tākai he whānuitanga o ngā ahumahi tae atu ki te kai me te inu, te ahuwhenua, te tiaki kāinga me te whaiaro, te hauora, te hokohoko, te hokohoko ipurangi me te kawe waka. Ka tutuki i ngā kaitākaro ahumahi ngā whakaritenga tuku, rokiroki me te whakaatu a ngā kiritaki me ngā otinga pumau. pouaka tiakarete Godiva

01. Ngā au nui e hanga ana i te heke mai o ngā umanga hanga pepa me ngā hua e pā ana

Ko te iti o te whakapaunga a te kaihoko, ko te nui o ngā utu he take mō te wā poto: Kei te pāngia ngā kaihoko e ngā pēhanga pikinga o nāianei, ā, ka iti ake te tono mō ngā taonga, ka pāngia hoki te tono mō ngā takai i te mea ka neke ngā kaupapa matua a te kaihoko ki ngā taonga me ngā ratonga kāore i te whiriwhiria, ka akiaki i ngā kaipupuri waitohu ki te mahi kaha ki te whakaiti i ngā taonga nui. Kua whakaitihia e ngā kamupene i roto i te umanga pepa me te takai ngā taumata whakaputa hei whakatutuki i te tono a te kiritaki. Hei tāpiri, kei te kite te umanga pepa me te takai i te pikinga o ngā utu kawe waka, matū me te wahie me ngā ārai o te mekameka tuku. Nō reira, kei te aro nui ngā kaitākaro ahumahi ki ngā mahi utu me te whakaiti i ngā utu mā te āwhina o te aunoatanga hanga hei whakanui ake i te hua me te whai hua.pouaka koha tiakarete momo Godiva Goldmark

Ka pāngia te hiahia mō ngā pepa e te mamati: Kua roa te nekehanga ki ngā pāpāho mamati e whakangaro ana i te wāhi mākete pepa whakairoiro, ā, he tūmomo mōrearea tonu tēnei ki te umanga. Ko te whakawhitiwhiti kōrero kore pepa, te pikinga o te whakamahinga īmēra, te hekenga o ngā pānuitanga tā, te pikinga o ngā pire hiko, me te hekenga o ngā rarangi hua, e whakaiti ana i te hiahia mō ngā pepa whakairoiro. Nō reira, kei te huri te umanga ki ngā pepa takai me ngā pepa motuhake mā te āwhina o ngā mīhini. Kua pāngia te kai pepa i ngā kura, ngā tari me ngā pakihi e ngā kati i puta mai i te mate urutā. Engari i piki ake te hiahia i te wā i whakatuwheratia anō ai ngā kura me ngā tari. lhe rite te ora ki te pouaka tiakarete

Te Tauhokohoko Ipurangi me ngā Taonga Kaihoko e Tautoko ana i te Hiahia mō ngā Takai: He nui te pānga o te umanga pepa me te takai ki ngā mākete mutunga e aro ana ki ngā kaihoko, tae atu ki te kai me te inu me te hauora, kia mau tonu ai te tipu o te moni whiwhi. Mō te hokohoko ipurangi, he mea tino nui te takai nā te mea me pupuri tonu te pono o te hua, me te pakari hoki kia tu atu ai ki ngā uauatanga o te tuku i te hua. E ai ki te matapae a Statista, mai i te tau 2023 ki te 2027, e matapaetia ana ka eke te tere tipu ā-tau o te moni whiwhi hokohoko ipurangi o te ao ki te 11.2%, he whai wāhitanga tipu nui tēnei mō te umanga pepa me te takai. E matapaetia ana ko Brazil te kaiārahi i te whanaketanga o te hokohoko ipurangi hokohoko me te CAGR o te 14.08% i te tau 2023-2027, ā, whai muri ko Argentina, Turkey me Īnia me ngā tere tipu o te 14.61%, 14.33% me te 13.91%. pouaka tiakarete reka

Ko te oranga tonutanga te mea nui: Mā te tipu haere o te hiahia mō ngā kōwhiringa takai oranga tonutanga me ngā otinga takai hoa-taiao ka tautoko i te mākete pepa ā muri ake nei. Kua tīmata kē te umanga pepa ki te whakauru i ngā ihirangi hangarua ki ngā tikanga whakaputa. Mā te whakanui ake i te hangarua, ka taea e te umanga pepa me te takai te whakatinana i ngā tikanga whakaputa oranga tonutanga taiao me te ōhanga. Mā ngā haumitanga ki ngā hangarau hou ka akiaki i te hiahia mō ngā hua pepa kounga teitei.

02. E rima ngā toa o te umanga e tika ana kia arohia

Vertiv: Ahakoa te whakakorenga o ngā taonga puta noa i te umanga, ko te whakatinanatanga tonu o te rautaki pakihi a Vertiv i hua ake ai he tawhē EBITDA kua whakatikatikaina nui rawa atu o te 6.9% i te hauwhā tuatahi o te tau 2023. Ko te iti rawa o te huanga kupenga a Vertiv o te 0.3, me te kaha o te whakaputa moni kore utu, ka whakaratohia he wāhi nui ki te kamupene mō te tipu. Mā te hokonga o te tohatoha a Vertiv i Kanata ka āwhina i tana rautaki ki te arotahi ki te haumi ki ngā pakihi me ngā whenua tipu nui, me te arotahi ki te hokohoko ipurangi me te whakatipu hua pumau hei āwhina i te tipu. He rite te ora ki tētahi pouaka tiakarete

Shuzan Yunuo: Ahakoa ngā pēhanga pikinga utu, i eke te EBITDA kua whakatikatikaina a te kamupene ki tētahi taumata rekoata i te tau 2022. Nā te pikinga ake o ngā utu, i piki ake te EBITDA i roto i te pakihi pepa me te tākai mā te 50%, ā, i hipa atu i te tohu 3 piriona reais mō te wā tuatahi i roto i te tau. I te hauwhā tuatahi o te tau 2023, i piki ake te EBITDA kua whakatikatikaina mā te 20% i ia tau. I piki ake te whakaputa moni mai i ngā mahi mā te 21% i whakaritea ki te hauwhā tuatahi o te tau 2022.

I taea e Suzanno te whakaiti i tana ōwehenga nama kupenga/EBITDA kua whakatikatikaina ki te 1.9 ngā wā i te mutunga o te hauwhā tuatahi o te tau 2023 – koinei te taumata iti rawa mai i te hanumitanga o Suzanno pulp and paper ki a Fibria i te tau 2019. He mea whakamiharo tēnā ina whakaarohia te huringa haumi nui rawa atu a te kamupene tae noa ki tēnei wā. I waenganui i te wā o Hānuere ki Maehe 2023, i haumi a Shuzanol i te R$ 3.7 piriona, ā, kua tohaina te R$ 1.9 piriona mō te hanganga o tētahi mira pulp. pouaka koha tiakarete wera

Hei tāpiritanga, kua oti te 57% o te kaupapa Cerrado a Shuzan, he $2.8 piriona te utu, ā, ka tīmata te mahi i te hauwhā tuatahi o te tau 2024 e ai ki te mahere. Kia oti, e matapaetia ana ka piki ake te kaha whakaputa penupenu a Shuzan Euno mā te 20% pea. Koinei te mira nui rawa atu o te ao me te raina whakaputa penupenu eucalyptus kotahi.

Smurfi Kappa: Kua tautokona te mahi a Smurfi Kappa e tana arotahi ki te kawe mai i ngā takai pepa auaha me te pumau ki te mākete, ngā haumitanga e aro ana ki te kiritaki i mahia i ngā tau kua hipa, me ngā hokonga rautaki. Kei te whakawhānui tonu te kamupene i tana tapuwae whenua me te putea hua mā roto i ngā hokonga. he pouaka tiakarete nui

Nō nā tata nei, i whakangao a Smurfi Kappa i te $12 miriona ki tana whare mahi i Tijuana hei whakapai ake i ngā mīhini hou me ngā tukanga, ka tino whakapai ake i te kounga me te whai huatanga o te tā. Ko te kamupene, kua whakangao neke atu i te $350 miriona i roto i ngā tau e rima kua pahure ake nei, kei te whakapiki ake i te kaha whakaputa i Mexico. Ko Mexico te tuarua o ngā ōhanga nui rawa atu i Amerika Latina i muri i a Brazil. I whakaarohia he wāhi pai rawa atu hei uru atu ki te mākete o Amerika.

Kei te kaha tonu te tono mō ngā otinga tākai auaha, pumau hoki. Kei te haumi anō hoki a Smurfi Kappa ki ngā mīhini hangarau teitei me te penapena pūngao hou, hei whakanui ake i te whakaputanga me te whakaiti i tōna tapuwae taiao me te whakawhānui ake i te whānuitanga o ngā otinga tākai uara nui, auaha, me te pumau. He rite te ora ki tētahi pouaka tiakarete

Sappi: Kei te ora ake ngā mākete muka matua viscose me te penupenu whakarewa, ā, kei te ora tonu te tono mai i ngā kiritaki matua a Sappi. Kei te raru te kamupene ki te whakahaere i te pūtea mahi mā te tapahi i te whakaputanga me te whakarerekē i tana hua me te ranunga mākete kia tutuki ai te tono. Kei te pai te haere o te kamupene me tana mahere rautaki Thrive25. Me arotahi tēnei ki te whakatipu i tana kaha pakihi penupenu whakarewa, te whakawhānui i ngā pepa takai me ngā pepa motuhake puta noa i ngā whenua katoa, me te whakaiti i te pānga ki te mākete pepa whakairoiro. me pēhea te whakapai ake i te keke tiakarete pouaka

Kei te arotahi anō a Sappi ki te pupuri i te hauora pūtea me te ahunga whakamua ki te whakatutuki i te whāinga nama kupenga o te $1 piriona, me te mahi tonu ki te akiaki i te hiranga whakahaere mā te whakapai ake i tōna tūranga utu me te whai huatanga o te whakaputa. Kua heke te utu hea o te kamupene mā te 29.4% i roto i te tau, engari e matapaetia ana ka piki ake te ia i runga i ēnei āhuatanga pai kua whakahuatia i runga ake nei.

Rayonier Advanced Materials: Ahakoa te ngoikore o ētahi wāhanga o te pakihi i ēnei rā, kua taea e te kamupene te whakakore i te pānga mā te arotahi ki te whakapai ake i te whai huatanga o te mahi me te whakaiti i ngā utu. Mai i te tau 2021, kua piki ake ngā hoko mā te 7%. Kei te pai te haere o te kamupene me tana mahere whakapaipai mahi, ā, kua whakaitihia tana hua nama kupenga ki te 3.3 ngā wā. Ka taea tēnei mā te whakawhānui i te EBITDA. Kei te whakamahere te kamupene ki te whakapiki ake i tēnei ki te 2.5 ngā wā i roto i te 3-5 tau. he rite ki te pouaka tiakarete

E matapaetia ana ka akiakihia te tipu o te EBITDA e ngā haumitanga rautaki tonu a Rayonier Advanced Materials. E matapaetia ana ka whakanuia te EBITDA e te kaupapa whakakore i ngā aukati i te tipu Jessup mai i te haurua tuarua o tēnei tau. Ko te tipu bioethanol Tartas, e matapaetia ana ka oti i te haurua tuarua o te tau 2024, ā, ka whai wāhi ki te EBITDA, e arotahi ana hoki ki te haumi ki ngā kaupapa me ngā hokonga nui-hoki hei akiaki i te tipu.