Makiyi maitiro anoumba ramangwana rebepa uye kurongedza uye hofori shanu dzeindasitiri kuti utarise
Indasitiri yemapepa uye yekurongedza yakasiyana zvakanyanya maererano nezvigadzirwa, kubva pamapepa emifananidzo uye ekurongedza kusvika kune zvinonwisa hutsanana zvigadzirwa, mapepa emifananidzo anosanganisira kudhinda nekunyora mapepa uye newsprint yezvinangwa zvekutaurirana. Indasitiri yePepa & Packaging inopa zvigadziriso zvekurongedza zvemvura, chikafu, mishonga, runako, zvemumba, zvekutengesa uye zvemaindasitiri zvigadzirwa, uye zvakare inogadzira fluff uye yakasarudzika pulp yezvinwiwa zvehutsanana zvigadzirwa, tishu uye zvigadzirwa zvemapepa. Indasitiri yemapepa uye yekurongedza inobata kune akasiyana maindasitiri anosanganisira chikafu nechinwiwa, zvekurima, zvekumba uye zvega, hutano, zvitoro, e-commerce uye zvekufambisa. Indasitiri vatambi vanosangana nevatengi 'kutumira, kuchengetedza uye kuratidza zvinodiwa nemhinduro dzakasimba. godiva bhokisi remachokoreti
01. Maitiro makuru anoumba ramangwana rekugadzira mapepa uye zvine chekuita neindasitiri yezvigadzirwabhokisi refodya
Kushandiswa kwakaderera kwevatengi, mitengo yakakwira inyaya dzenguva pfupi: Kuwedzera kwemitengo kwave kukanganisa vatengi, zvichikonzera kuderera kwekuda kwezvinhu, izvo zvinozokanganisa kudiwa kwekurongedza sezvo zvinodiwa nevatengi zvinoenda kune zvisiri-discretionary zvinhu uye sevhisi, zvichiita kuti varidzi vemhando vauye. shanda nesimba kuti uderedze yakakwirira hesera. Makambani ari muindasitiri yemapepa uye yekurongedza aifanira kudzikisa mazinga ekugadzira kuti asangane nezvinodiwa nevatengi. Pamusoro pezvo, indasitiri yemapepa uye yekurongedza iri kupupurira kukwira kwekufambisa, makemikari nemafuta emafuta pamwe chete nemhepo yekugovera. Nekudaro, vatambi vemuindasitiri vari kuwedzera kutarisa nezve zviito zvemitengo uye kudzikiswa kwemutengo nerubatsiro rwekugadzira otomatiki kuti uwedzere kugadzirwa nekuita.godiva goldmark assorted chokoreti chipo bhokisi
Digitalization inokanganisa kudiwa kwepepa: Shanduko yedhijitari midhiya yanga ichidya mukati meiyo graphic mapepa emusika wenguva uye izvi zvinoramba zvichityisidzira indasitiri. Kukurukurirana kusina mapepa, kuwedzera kushandiswa kweemail, kuderera kwekushambadzira kudhinda, kuwedzera kwekubhadharisa kwemagetsi, uye kudzikira mumakatalogi echigadzirwa zvese zviri kudzikisira kudiwa kwemapepa emifananidzo. Naizvozvo, indasitiri iri kuchinjika kurongedza uye mapepa ehunyanzvi nerubatsiro rwemichina. Kushandiswa kwemapepa muzvikoro, mahofisi nemabhizinesi kwarohwa nekuvharika kwakakonzerwa nedenda. Asi zvaidiwa zvakawedzera sezvo zvikoro nemahofisi zvakavhurwa. bhokisi remidzanga
E-Commerce uye Consumer Goods Inotsigira Packaging Demand: Iyo indasitiri yemapepa uye yekurongedza ine kuratidzwa kwakakura kumisika inotungamirwa nevatengi, kusanganisira chikafu nezvinwiwa uye hutano hwehutano, kuve nechokwadi chekukura kwemari. Kune e-commerce, kurongedza kunova kwakakosha zvakanyanya sezvo kunofanirwa kuchengetedza kutendeseka kwechigadzirwa uye kuve kwakasimba zvakakwana kumirisana nekuoma kuri kuita mukuunza chigadzirwa. Zvinoenderana nekufanotaura kweStatista, kubva muna 2023 kusvika 2027, huwandu hwekukura kwepagore hwepasi rose e-commerce mari inotarisirwa kusvika 11.2%, inova mukana mukuru wekukura kweindasitiri yemapepa uye yekurongedza. Brazil inotarisirwa kutungamira kusimudzira kwekutengesa e-commerce neCAGR ye14.08% panguva ya2023-2027, ichiteverwa neArgentina, Turkey neIndia nekukura kwemazana egumi nematanhatu, 14.33% uye 13.91% zvichiteerana. gourmet chokoreti bhokisi
Sustainability kwakakosha: Kukura kudiwa kwesarudzo dzakasimba dzekurongedza uye eco-hushamwari kurongedza mhinduro dzinotsigira musika wemapepa mune ramangwana. Indasitiri yemapepa yakatotanga kubatanidza zvemukati zvakadzokororwa munzira dzekugadzira. Nekukwirisa kudzokorodza, iyo indasitiri yemapepa uye yekurongedza ichakwanisa kuita zvakatipoteredza uye zvehupfumi nzira dzekugadzira. Kudyara mumatekinoroji ekubudirira kunofambisa kudiwa kwezvigadzirwa zvemapepa ekutanga. ingani mudzanga mubhokisi
02. Hofori shanu dzeindasitiri dzakakodzera kutariswa
Vertiv: Pasinei nekuderedza indasitiri, kuenderera mberi kwekuita kwebhizinesi reVertiv kwakakonzera rekodhi yakagadziridzwa EBITDA muganho we6.9% mukota yekutanga ye2023. ine nzvimbo yakakosha yekukura. Kutengeswa kweVertiv's Canadian kugovera kuchabatsira zano rayo rekutarisa pakudyara mukukura-kwepamusoro, mabhizinesi epamusoro-soro uye geographies, iine tarisiro ye-e-commerce uye kukura zvigadzirwa zvinogara zvichibatsira kukura. hupenyu hwakafanana nebhokisi remachokoreti
Shuzan Yunuo: Pasinei nekumanikidzika kwekuwedzera kwezvinhu, EBITDA yekambani yakagadziridzwa yakasvika kune rekodhi rekodhi muna 2022. Inotungamirirwa nemitengo yakakwirira, EBITDA mumapepa uye bhizinesi rekuputira yakawedzera ne50% uye yakapfuura 3 bhiriyoni reais mark kekutanga mugore. Muchikamu chekutanga cha2023, yakagadziridzwa EBITDA yakawedzera ne20% gore-pa-gore. Kugadzirwa kwemari kubva kumabasa kwakawedzera ne21% zvichienzaniswa nekota yekutanga ya2022.
Suzanno yakakwanisa kuderedza chikwereti chayo chechikwereti / yakagadziridzwa EBITDA chiyero kusvika 1.9 nguva pakupera kwekota yekutanga ye2023 - iyo yakaderera kubva Suzanno pulp uye bepa zvakabatanidzwa neFibria muna 2019. Izvi zvinokatyamadza tichifunga nezvekambani yakakura yekudyara kutenderera kusvika parizvino. Munguva yaNdira-Kurume 2023, Shuzanol yakaisa R$ 3.7 bhiriyoni, iyo R$ 1.9 bhiriyoni yakagoverwa kuvaka chigayo. hot chokoreti chipo bhokisi
Uye zvakare, 57% yeShuzan's US $ 2.8 bhiriyoni Cerrado chirongwa chapera uye chichaiswa mukugadzirwa mukota yekutanga ye2024 sezvakarongwa. Kana yapera, zvinotarisirwa kuwedzera Shuzan Euno's ikozvino pulp kugadzirwa kwesimba neanenge 20%. Ichava chigayo chikuru pasi rose chine mutsara wekugadzira eucalyptus pulp.
Smurfi Kappa: Kuita kwaSmurfi Kappa kwakatsigirwa nekutarisa kwayo kuunza hunyanzvi uye inogoneka yemapepa-yakavakirwa kurongedza pamusika, yakatarisana nevatengi investimendi yakaitwa mumakore mashoma apfuura uye hunyanzvi hwekutora. Iyo kambani inoenderera mberi nekuwedzera iyo geographic tsoka uye chigadzirwa portfolio kuburikidza nekutora. bhokisi hombe remachokoreti
Smurfi Kappa nguva pfupi yadarika akaisa mari inosvika zviuru gumi nemaviri zvemadhora munzvimbo yayo yeTijuana mumichina mitsva uye magadzirirwo ekuvandudza anozovandudza zvakanyanya kunaka kwekudhinda uye kushanda nesimba. Iyo kambani, iyo yakaisa mari inodarika mazana matatu emamiriyoni emadhora mumakore mashanu apfuura, yanga ichiwedzera huwandu hwekugadzira muMexico. Mexico ndiyo yechipiri hupfumi hukuru muLatin America mushure meBrazil. Yaionekwa senzvimbo yakanaka yekupinda mumusika weUS.
Kudiwa kwezvigadziriso zvekutakura uye zvekuvandudza zvinoramba zvakasimba. Smurfi Kappa anga achidyarawo mumakina achangoburwa epamusoro-tekinoroji uye ane simba-anoshanda, ayo anosimudzira kugadzirwa uku achidzikisa tsoka yezvakatipoteredza uye nekuwedzera huwandu hwayo hwepamusoro-kukosha, hutsva uye hwakasimba hwekurongedza mhinduro. hupenyu hwakafanana nebhokisi remachokoreti
Sappi: Iyo viscose staple fiber uye misika yekunyungudutsa yepulp iri kupora, uye kudiwa kubva kune vatengi vakuru veSappi kunoramba kune hutano. Iyo kambani iri kunetsekana kubata mari yekushanda nekucheka kugadzirwa uye kugadzirisa chigadzirwa chayo uye musanganiswa wemusika kuti usangane nezvinodiwa. Iyo kambani iri mugwara nehurongwa hwayo hweThrive25. Izvi zvinoda kutarisisa mukukura bhizinesi rayo rekunyungudutsa simba, kuwedzera kurongedza uye mapepa ehunyanzvi munzvimbo dzese, uku ichideredza kuratidzwa kumusika wemapepa. nzira yekuita boxed chocolate cake zviri nani
Sappi zvakare yakatarisana nekuchengetedza hutano hwemari uye kufambira mberi kusvika pakuwana chikwereti chinoda kusvika bhiriyoni imwe yemadhora, apo ichishanda kufambisa hunyanzvi hwekuita nekuvandudza mamiriro ayo ekudhura uye kugona kugadzira. Mutengo wemasheya wekambani wadonha ne29.4% pagore, asi unotarisirwa kukwira kumusoro kumusana kwezvinhu izvi zvakanaka zvataurwa pamusoro apa.
Rayonier Advanced Materials: Pasinei nekupfava kwazvino mune dzimwe nzvimbo dzebhizinesi, kambani yakakwanisa kudzikamisa maitiro nekutarisa mukuvandudza mashandiro ekushanda uye kuderedza mitengo. Kubva 2021, kutengesa kwakawedzera ne7%. Iyo kambani iri mugwara nehurongwa hwayo hwekushanda uye yakadzikisa chikwereti chayo chechikwereti kusvika 3.3 nguva. Izvi zvinogona kuwanikwa kuburikidza nekuwedzera kweEBITDA. Iyo kambani inoronga kuwedzera izvi kusvika 2.5 nguva mumakore 3-5. yakafanana nebhokisi remachokoreti
Kuenderera mberi kwekudyara kwehurongwa neRayonier Advanced Materials zvinotarisirwa kutyaira EBITDA kukura. Chirongwa chekubvisa mabhodhoro paJessup chirimwa chiri kutarisirwa kusimudzira EBITDA kutanga muhafu yechipiri yegore rino. Iyo Tartas bioethanol chirimwa, icho chinotarisirwa kupedzwa muhafu yechipiri ya2024 uye kubatsira kuEBITDA, yakatarisanawo nekudyara mari mumapurojekiti anodzosa zvakanyanya uye kuwanikwa kwekufambisa kukura.
Nguva yekutumira: Jul-06-2023