Ibyerekezo by'ingenzi bigira uruhare mu hazaza h'impapuro n'ibipfunyika hamwe n'inganda eshanu zikomeye zo kureba
Inganda zikora impapuro n'ibipfunyika ziratandukanye cyane mu bijyanye n'ibicuruzwa, kuva ku mpapuro zishushanyije no gupakira kugeza ku bikoresho by'isuku bikurura, impapuro zishushanyije harimo icapiro n'inyandiko n'ibinyamakuru bishya mu rwego rw'itumanaho. Inganda zikora impapuro n'ibipfunyika zitanga ibisubizo byo gupakira ku bicuruzwa by'amazi, ibiribwa, imiti, ubwiza, ibyo mu rugo, ubucuruzi n'inganda, kandi zinakora ibikoresho by'isuku bikurura kandi byihariye, ibikoresho by'isuku bikurura, ibikoresho by'inyama n'impapuro. Inganda zikora impapuro n'ibipfunyika zikorera mu nganda zitandukanye zirimo ibiribwa n'ibinyobwa, ubuhinzi, ubuvuzi, ubucuruzi bwo mu rugo, ubucuruzi bwo kuri interineti n'ubwikorezi. Abakora mu nganda bujuje ibisabwa n'abakiriya mu gutwara, kubika no kwerekana ibicuruzwa byabo hamwe n'ibisubizo birambye. agasanduku ka shokora ka Godiva
01. Ingendo zikomeye zigena ahazaza h'inganda zikora impapuro n'ibindi bicuruzwa bifitanye isano
Amafaranga make akoreshwa n'abaguzi, ibiciro biri hejuru ni ibibazo by'igihe gito: Izamuka ry'ibiciro muri iki gihe ryagize ingaruka ku baguzi, bituma ubushake bw'ibicuruzwa bugabanuka, ibyo bigatuma ubushake bwo gupakira bugabanuka kuko ibyo abaguzi bashyira imbere bihinduka bakajya ku bicuruzwa na serivisi bitari ibyo bahisemo, bituma ba nyir'ibirango bakora cyane kugira ngo bagabanye ingano y'ibikoresho byinshi. Ibigo bikorera mu nganda z'impapuro n'ibipfunyika byagombaga kugabanya urwego rw'umusaruro kugira ngo bihuze n'ibyo abakiriya bakeneye. Byongeye kandi, urwego rw'impapuro n'ibipfunyika rurimo kwiyongera ku biciro by'ubwikorezi, imiti n'ibikomoka kuri lisansi ndetse n'ibibazo by'uruhererekane rw'ibicuruzwa. Bityo, abakinnyi b'inganda barimo kwibanda ku bikorwa byo kugabanya ibiciro no kugabanya ikiguzi hifashishijwe ikoranabuhanga ryo mu nganda kugira ngo bongere umusaruro n'imikorere myiza.agasanduku k'impano ka shokora ka Godiva Goldmark gatandukanye
Gukoresha ikoranabuhanga bibangamira ikoreshwa ry'impapuro: Guhindura ikoranabuhanga mu itangazamakuru bimaze igihe birya isoko ry'impapuro zishushanyije kandi ibi bikomeje kuba ikibazo gikomeye ku nganda. Itumanaho ridafite impapuro, ikoreshwa ry'amabaruwa rikomeje kwiyongera, igabanuka ry'amatangazo yacapwe, ukwiyongera kw'amafaranga yishyurwa hakoreshejwe ikoranabuhanga, ndetse no kugabanuka kwa kataloge z'ibicuruzwa byose biri gutuma ikoreshwa ry'impapuro zishushanyije rigabanuka. Kubwibyo, inganda zirimo guhindura ikoreshwa ry'impapuro zipakira n'izidasanzwe hifashishijwe imashini. Ikoreshwa ry'impapuro mu mashuri, mu biro no mu bucuruzi ryahuye n'ihungabana ry'icyorezo. Ariko ikoreshwa ry'impapuro ryarushijeho kwiyongera ubwo amashuri n'ibiro byafungurwaga. lnk'agasanduku ka shokora
Ubucuruzi bushingiye kuri interineti n'ibicuruzwa bikoreshwa mu bucuruzi bishyigikira ubusabe bwo gupakira: Inganda zikora impapuro n'ibipfunyika zifite umwihariko munini ku masoko agamije abaguzi, harimo ibiribwa n'ibinyobwa n'ubuvuzi, bigatuma inyungu ziyongera. Ku bucuruzi bushingiye kuri interineti, gupakira biba ingenzi cyane kuko bigomba kugumana ubuziranenge bw'ibicuruzwa kandi bigakomeza bihagije kugira ngo bihangane n'ingorane ziterwa no gutanga ibicuruzwa. Nk'uko byatangajwe na Statista, kuva mu 2023 kugeza mu 2027, igipimo cy'ubwiyongere bw'amafaranga yinjira ku isi mu bucuruzi bushingiye kuri interineti cyitezwe kugera kuri 11.2%, ari na yo mahirwe akomeye ku nganda zikora impapuro n'ibipfunyika. Biteganijwe ko Brezili izayobora iterambere ry'ubucuruzi bushingiye kuri interineti ku kigero cya CAGR cya 14.08% mu mwaka wa 2023-2027, hagakurikiraho Arijantine, Turukiya n'Ubuhinde bifite igipimo cy'ubwiyongere bwa 14.61%, 14.33% na 13.91%. agasanduku ka shokora nziza
Kuramba ni ingenzi: Gushaka uburyo bwo gupakira mu buryo burambye no gupakira mu buryo butangiza ibidukikije bizashyigikira isoko ry'impapuro mu gihe kizaza. Inganda z'impapuro zatangiye gushyiramo ibikomoka ku mpapuro byasubiwemo mu buryo bwo gukora. Mu kongera gukoresha neza uburyo bwo kongera gukoresha impapuro, inganda z'impapuro n'ibipfunyika zizashobora gushyira mu bikorwa uburyo bwo gukora ibintu birambye ku bidukikije no mu bukungu. Ishoramari mu ikoranabuhanga rigezweho rizatuma abantu benshi bakenera ibikoresho by'impapuro bigezweho.
02. Ibihangange bitanu by'inganda bikwiye kwitabwaho
Vertiv: Nubwo habayeho gutakaza imitungo mu nganda zose, gukomeza gushyira mu bikorwa ingamba z'ubucuruzi za Vertiv byatumye inyungu ya EBITDA izamuka cyane ku kigero cya 6.9% mu gihembwe cya mbere cya 2023. Ingufu nke za Vertiv zo gukoresha 0.3, hamwe n'uburyo bwo kwinjiza amafaranga menshi ku buntu, biha ikigo umwanya uhagije wo gukura. Kugurisha ibicuruzwa bya Vertiv muri Kanada bizafasha ingamba zayo kwibanda ku gushora imari mu bucuruzi bukura cyane kandi bufite inyungu nyinshi, hibandwa ku bucuruzi bwo kuri interineti no guteza imbere ibicuruzwa birambye bifasha iterambere. Ubuzima ni nk'agasanduku ka shokora
Shuzan Yunuo: Nubwo hari igitutu cy’izamuka ry’ibiciro, EBITDA ya sosiyete yavuguruye yageze ku rwego rwo hejuru mu 2022. Kubera ibiciro biri hejuru, EBITDA mu bucuruzi bw’impapuro n’ibipfunyika yiyongereyeho 50% inarenga amanota ya miliyari 3 ku nshuro ya mbere mu mwaka. Mu gihembwe cya mbere cya 2023, EBITDA yavuguruye yiyongereyeho 20% ugereranyije n’umwaka. Amafaranga yavuye mu bikorwa yiyongereyeho 21% ugereranije n’igihembwe cya mbere cya 2022.
Suzanno yashoboye kugabanya umwenda we/igipimo cya EBITDA cyahinduwe kigera ku nshuro 1.9 mu mpera z'igihembwe cya mbere cya 2023 - urwego rwo hasi cyane kuva Suzanno pulp and paper yahurira na Fibria mu 2019. Ibyo biratangaje ukurikije igihe kinini cy'ishoramari ry'iyi sosiyete kugeza ubu. Mu gihe cya Mutarama-Werurwe 2023, Shuzanol yashoye miliyari 3.7 z'ama-R, muri zo miliyari 1.9 z'ama-R zagenewe kubaka uruganda rwa pulp. agasanduku k'impano ka shokora ishyushye
Byongeye kandi, 57% by'umushinga wa Shuzan wa Cerrado utwaye miliyari 2.8 z'amadolari y'Amerika wa Cerrado warangiye kandi uzashyirwa mu bikorwa mu gihembwe cya mbere cya 2024 nk'uko biteganyijwe. Niwurangira, biteganijwe ko uzazamura ubushobozi bwa Shuzan Euno bwo gukora impumuro ku kigero cya 20%. Uzaba ari wo ruganda runini ku isi rufite umurongo umwe wo gukora impumuro ya eucalyptus.
Smurfi Kappa: Imikorere ya Smurfi Kappa yashyigikiwe n'uko yibandaga ku kuzana udushya kandi duhoraho mu gupakira impapuro ku isoko, ishoramari ryibanda ku bakiliya ryakozwe mu myaka mike ishize ndetse no kugura ibikoresho by'ingenzi. Iyi sosiyete ikomeje kwagura imiterere yayo mu rwego rw'isi n'ibicuruzwa binyuze mu kugura ibicuruzwa. agasanduku kanini k'shokolati
Smurfi Kappa iherutse gushora miliyoni 12 z'amadolari mu nyubako yayo ya Tijuana mu kuvugurura imashini nshya no kuvugurura uburyo bwo gucapa bizamura cyane ireme n'imikorere myiza. Iyi sosiyete, imaze gushora imari irenga miliyoni 350 z'amadolari mu myaka itanu ishize, yakomeje kongera ubushobozi bwo gukora muri Megizike. Megizike ni igihugu cya kabiri mu bukungu muri Amerika y'Epfo nyuma ya Brezili. Yafatwaga nk'ahantu heza ho kwinjira ku isoko rya Amerika.
Gushaka ibisubizo birambye kandi bishya byo gupfunyika biracyari byinshi. Smurfi Kappa kandi yagiye ishora imari mu mashini zigezweho zikoresha ikoranabuhanga rihanitse kandi zikoresha ingufu nke, zizamura umusaruro mu gihe zigabanya ibidukikije kandi zikongera uburyo bwo gupfunyika bufite agaciro gakomeye, bushya kandi burambye. ubuzima bumeze nk'agasanduku ka shokora
Sappi: Isoko ry’ibicuruzwa bya viscose staple fibre na pulp bishongeshwa ririmo kuzamuka, kandi icyifuzo cy’abakiriya bakomeye ba Sappi kiracyari cyiza. Isosiyete irimo guhangana no gucunga imari shingiro igabanya umusaruro no guhindura umusaruro wayo n’isoko kugira ngo ihuze n’ibyifuzo. Isosiyete iri mu nzira nziza mu bijyanye na gahunda yayo ya Thrive25. Ibi bisaba kwibanda ku kongera ubushobozi bw’ubucuruzi bwayo bwo gusesa pulp, kwagura impapuro zipfunyikwa n’izidasanzwe mu turere twose, ariko ikagabanya kugaragara ku isoko ry’impapuro zishushanyije. uburyo bwo gukora keke ya shokora yo mu gasanduku neza
Sappi kandi yibanda ku kubungabunga ubuzima bwiza bw'imari no gutera imbere mu kugera ku ntego y'umwenda ungana na miliyari imwe y'amadolari, mu gihe ikora ibishoboka byose kugira ngo irusheho gukora neza binyuze mu kunoza aho ihagaze ku giciro cyayo no kunoza umusaruro. Igiciro cy'imigabane cya sosiyete cyagabanutseho 29.4% mu mwaka, ariko byitezwe ko kizazamuka bitewe n'ibi bintu byiza byavuzwe haruguru.
Ibikoresho bya Rayonier bigezweho: Nubwo hari ubworoherane buherutse mu bice bimwe na bimwe by'ubucuruzi, ikigo cyashoboye guhangana n'ingaruka zabyo cyibanda ku kunoza imikorere no kugabanya ikiguzi. Kuva mu 2021, ibicuruzwa byagurishijwe byiyongereyeho 7%. Ikigo kiri mu nzira nziza yo gushyira mu bikorwa gahunda yacyo y'imari shingiro kandi cyagabanyije inyungu z'imyenda yacyo kugeza ku nshuro 3.3. Ibi bishobora kugerwaho binyuze mu kwagura EBITDA. Ikigo giteganya kongera ibi kugeza ku nshuro 2.5 mu myaka 3-5. ni nk'agasanduku ka shokora
Biteganijwe ko ishoramari rikomeje gukorwa na Rayonier Advanced Materials rizamura iterambere rya EBITDA. Gahunda yo gukuraho ibiyobyabwenge mu ruganda rwa Jessup izamura EBITDA guhera mu gice cya kabiri cy'uyu mwaka. Uruganda rwa Tartas bioethanol, biteganijwe ko ruzarangira mu gice cya kabiri cya 2024 kandi rukazatanga umusanzu muri EBITDA, rwibanda kandi ku gushora imari mu mishinga ibyara inyungu nyinshi no kugurisha ibicuruzwa kugira ngo birusheho kwiyongera.
Igihe cyo kohereza: Nyakanga-04-2023





