Cov ncauj lus tseem ceeb shaping lub neej yav tom ntej ntawm daim ntawv thiab ntim khoom thiab tsib lub lag luam loj heev los saib
Kev lag luam ntawv thiab ntim khoom muaj ntau hom kev lag luam, xws li cov duab nraaj thiab ntim cov ntaub ntawv mus rau cov khoom siv tu cev, cov duab nraaj nrog rau cov ntawv luam tawm thiab sau ntawv thiab cov ntawv xov xwm rau kev sib txuas lus. Daim Ntawv & Ntim kev lag luam muab ntim cov kev daws teeb meem rau cov kua, khoom noj, tshuaj, kev zoo nkauj, tsev neeg, kev lag luam thiab cov khoom lag luam, thiab nws kuj tsim fluff thiab tshwj xeeb pulps rau cov khoom siv tu cev, cov ntaub so ntswg thiab cov khoom siv. Kev lag luam ntawv thiab ntim khoom ua haujlwm rau ntau yam kev lag luam suav nrog zaub mov thiab dej haus, kev ua liaj ua teb, kev saib xyuas hauv tsev thiab tus kheej, kev noj qab haus huv, khw muag khoom, e-lag luam thiab kev thauj mus los. Cov neeg ua lag luam ua tau raws li cov neeg siv khoom xa khoom, khaws cia thiab tso saib cov kev xav tau nrog cov kev daws teeb meem ruaj khov. godiva lub thawv ntawm chocolates
01. Cov qauv tseem ceeb shaping lub neej yav tom ntej ntawm papermaking thiab lwm yam khoom lag luamluam yeeb box
Kev siv nyiaj tsawg, cov nqi siab yog cov teeb meem nyob ze: Cov kev lag luam nyiaj txiag tam sim no tau cuam tshuam rau cov neeg siv khoom, ua rau cov neeg siv khoom qis dua, uas cuam tshuam rau kev thov rau ntim raws li cov neeg siv khoom tseem ceeb hloov mus rau cov khoom tsis siv neeg thiab cov kev pabcuam, ua rau cov tswv lag luam xav tau. ua haujlwm hnyav los txo cov khoom muag siab. Tuam txhab uas muag nyob rau hauv daim ntawv thiab ntim kev lag luam yuav tsum tau txo cov qib ntau lawm kom tau raws li cov neeg thov. Tsis tas li ntawd, kev lag luam ntawv thiab ntim khoom tau pom kev nce tsheb thauj mus los, tshuaj lom neeg thiab roj nqi nrog rau cov khoom siv hluav taws xob. Yog li ntawd, cov neeg ua haujlwm hauv kev lag luam tau nce siab rau kev nqis tes ua thiab txo tus nqi nrog kev pab ntawm kev tsim khoom siv hluav taws xob kom nce kev tsim khoom thiab kev ua haujlwm.godiva goldmark assorted chocolate khoom plig lub thawv
Digitalisation ua mob rau daim ntawv thov: Kev hloov pauv mus rau cov xov xwm digital tau noj rau hauv cov duab kos duab ua lag luam rau qee lub sijhawm thiab qhov no tseem muaj kev hem thawj rau kev lag luam. Paperless kev sib txuas lus, nce kev siv email, txo qis hauv kev tshaj tawm kev tshaj tawm, nce hauv cov nqi hluav taws xob, thiab kev poob ntawm cov khoom catalogs yog tag nrho cov tsis muaj zog thov rau cov ntaub ntawv nraaj. Yog li ntawd, kev lag luam yog hloov mus rau ntim thiab cov ntawv tshwj xeeb nrog kev pab ntawm cov tshuab. Kev siv ntawv hauv tsev kawm ntawv, chaw ua haujlwm thiab kev lag luam tau raug kaw los ntawm kev kaw vim muaj kev sib kis. Tab sis qhov kev thov tau nce ntxiv thaum cov tsev kawm ntawv thiab chaw ua haujlwm rov qhib dua. lub thawv luam yeeb
Kev Lag Luam E-Kev Lag Luam thiab Cov Neeg Siv Khoom Txhawb Nqa Cov Kev Xav Tau: Cov ntawv thiab ntim kev lag luam muaj kev cuam tshuam loj rau cov neeg siv khoom lag luam kawg, suav nrog zaub mov thiab dej haus thiab kev kho mob, ua kom cov nyiaj tau los ruaj khov. Rau kev lag luam e-lag luam, ntim khoom yog qhov tseem ceeb heev vim nws yuav tsum tswj kom muaj kev ncaj ncees ntawm cov khoom thiab ua kom ruaj khov txaus los tiv thaiv qhov nyuaj ntawm kev xa khoom. Raws li Statista qhov kev kwv yees, los ntawm 2023 txog 2027, qhov sib xyaw ua ke txhua xyoo kev loj hlob ntawm cov nyiaj tau los ntawm kev lag luam e-lag luam thoob ntiaj teb yuav tsum ncav cuag 11.2%, uas yog lub sijhawm loj hlob rau daim ntawv thiab ntim khoom lag luam. Brazil cia siab tias yuav ua tus thawj coj ntawm kev tsim cov khw muag khoom e-lag luam nrog CAGR ntawm 14.08% thaum xyoo 2023-2027, tom qab ntawd Argentina, Qaib ntxhw thiab Is Nrias teb nrog kev loj hlob ntawm 14.61%, 14.33% thiab 13.91%, feem. gourmet chocolate box
Sustainability yog qhov tseem ceeb: Kev xav tau loj hlob rau cov kev xaiv ntim khoom ruaj khov thiab cov kev daws teeb meem hauv eco-phooj ywg yuav txhawb nqa cov ntawv ua lag luam yav tom ntej. Kev lag luam ntawv tau pib muab cov ntsiab lus rov ua dua tshiab rau hauv txoj kev tsim khoom. Los ntawm kev ua kom rov ua tau zoo tshaj plaws, kev lag luam ntawv thiab ntim khoom yuav tuaj yeem siv cov txheej txheem tsim khoom ib puag ncig thiab kev lag luam ruaj khov. Kev nqis peev hauv cov thev naus laus zis tshiab yuav ua rau qhov kev thov rau cov khoom lag luam zoo tshaj plaws. muaj pes tsawg luam yeeb hauv ib lub thawv
02. Tsib lub lag luam loj loj tsim nyog tau txais kev saib xyuas
Vertiv: Txawm hais tias destocking thoob plaws kev lag luam, txuas ntxiv ua tiav ntawm Vertiv lub tswv yim kev lag luam ua rau cov ntaub ntawv kho EBITDA margin ntawm 6.9% hauv thawj peb lub hlis twg ntawm 2023. Vertiv cov ntaub ntawv qis qis qis ntawm 0.3, ua ke nrog muaj zog pub dawb nyiaj txiag tsim, muab lub tuam txhab. nrog rau chav tseem ceeb rau kev loj hlob. Kev muag khoom ntawm Vertiv's Canadian kev faib tawm yuav pab nws lub tswv yim los tsom rau kev nqis peev hauv kev lag luam loj, cov lag luam siab thiab thaj chaw, nrog rau kev tsom mus rau kev lag luam e-lag luam thiab cov khoom lag luam ruaj khov pab kev loj hlob. lub neej yog zoo li lub thawv ntawm chocolates
Shuzan Yunuo: Txawm hais tias muaj kev cuam tshuam nyiaj txiag, lub tuam txhab hloov kho EBITDA tau mus txog qib cov ntaub ntawv hauv 2022. Tsav los ntawm cov nqi siab dua, EBITDA hauv cov ntawv thiab ntim khoom lag luam tau nce 50% thiab tshaj li 3 billion reais cim thawj zaug hauv ib xyoos. Hauv thawj peb lub hlis twg ntawm 2023, kho EBITDA nce 20% xyoo-rau-xyoo. Cov nyiaj tau los ntawm kev ua haujlwm tau nce 21% piv rau thawj peb lub hlis twg ntawm 2022.
Suzanno tswj kom txo nws cov nuj nqis net / kho EBITDA piv rau 1.9 npaug los ntawm qhov kawg ntawm thawj peb lub hlis twg ntawm 2023 - qib qis tshaj txij li Suzanno pulp thiab ntawv merged nrog Fibria hauv 2019. Qhov ntawd yog qhov txaus siab xav txog lub tuam txhab kev nqis peev loj tshaj plaws rau hnub tim. Thaum lub sijhawm Lub Ib Hlis-Lub Peb Hlis 2023, Shuzanol tau nqis peev R$ 3.7 billion, ntawm cov nyiaj R$ 1.9 billion tau muab faib rau kev tsim kho lub tshuab pulp. kub chocolate khoom plig box
Tsis tas li ntawd, 57% ntawm Shuzan US $ 2.8 billion Cerrado project tau ua tiav thiab yuav muab tso rau hauv kev tsim khoom hauv thawj peb lub hlis twg ntawm 2024 raws li tau npaj tseg. Thaum ua tiav, nws xav tias yuav nce Shuzan Euno lub peev xwm tam sim no los ntawm kwv yees li 20%. Nws yuav yog lub zeb loj tshaj plaws nyob rau hauv lub ntiaj teb no nrog ib tug eucalyptus pulp ntau lawm kab.
Smurfi Kappa: Smurfi Kappa qhov kev ua tau zoo tau txais kev txhawb nqa los ntawm nws txoj kev tsom mus rau kev nqa cov ntawv ntim tshiab thiab ruaj khov rau kev ua lag luam, cov neeg siv khoom tsom mus rau kev nqis peev uas tau ua dhau los ob peb xyoos dhau los thiab kev nrhiav tswv yim. Lub tuam txhab txuas ntxiv nthuav dav nws thaj chaw hneev taw thiab cov khoom lag luam los ntawm kev yuav khoom. lub thawv loj ntawm chocolates
Smurfi Kappa tsis ntev los no tau nqis peev $ 12 lab hauv nws qhov chaw Tijuana hauv cov tshuab tshiab thiab cov txheej txheem hloov kho tshiab uas yuav txhim kho kev luam ntawv zoo thiab ua haujlwm zoo. Lub tuam txhab, uas tau nqis peev ntau dua $ 350 lab nyob rau tsib xyoos dhau los, tau nce peev txheej ntau lawm hauv Mexico. Mexico yog qhov kev lag luam loj thib ob hauv Latin America tom qab Brazil. Nws tau suav hais tias yog qhov chaw zoo tshaj plaws los nkag rau hauv Asmeskas kev lag luam.
Kev thov kom muaj kev ruaj ntseg thiab cov kev daws teeb meem tshiab tseem muaj zog. Smurfi Kappa kuj tau nqis peev rau hauv cov tshuab thev naus laus zis tshiab thiab lub zog txuag hluav taws xob, uas yuav txhawb kev tsim khoom thaum txo nws cov kev taw qhia ib puag ncig thiab nthuav dav nws cov khoom muaj txiaj ntsig zoo, tshiab thiab ruaj khov ntim cov kev daws teeb meem. lub neej yog.zoo li lub thawv ntawm chocolates
Sappi: Lub viscose staple fiber thiab dissolving pulp kev lag luam tau zoo, thiab kev thov los ntawm Sappi cov neeg siv khoom loj tseem noj qab haus huv. Lub tuam txhab tau tawm tsam los tswj cov peev nyiaj ua haujlwm los ntawm kev txiav ntau lawm thiab kho nws cov khoom thiab kev lag luam sib xyaw kom tau raws li qhov xav tau. Lub tuam txhab ua tau zoo ntawm txoj kev nrog nws txoj kev npaj Thrive25. Qhov no yuav tsum tau tsom mus rau kev loj hlob ntawm nws cov lag luam dissolving pulp muaj peev xwm, nthuav cov ntim thiab cov ntaub ntawv tshwj xeeb thoob plaws txhua thaj chaw, thaum txo kev cuam tshuam rau cov duab kos duab ua lag luam. yuav ua li cas ua lub thawv chocolate ncuav mog qab zib zoo dua
Sappi tseem tau tsom mus rau kev tswj hwm kev noj qab haus huv nyiaj txiag thiab kev nce qib mus rau kev ua tiav lub hom phiaj nuj nqis kwv yees li ntawm $ 1 nphom, thaum ua haujlwm los txhawb kev ua haujlwm zoo los ntawm kev txhim kho nws txoj haujlwm nqi thiab kev tsim khoom. Lub tuam txhab tus nqi Tshuag tau poob 29.4% hauv ib xyoos, tab sis xav tias yuav nce siab dua nyob rau sab nraum qab ntawm cov txiaj ntsig zoo tau hais los saum toj no.
Rayonier Advanced Materials: Txawm hais tias qee qhov tsis ntev los no softness nyob rau hauv qee qhov chaw ntawm kev lag luam, lub tuam txhab tau tswj hwm qhov cuam tshuam los ntawm kev tsom mus rau kev txhim kho kev ua haujlwm zoo thiab txo cov nqi. Txij li xyoo 2021, kev muag khoom tau nce 7%. Lub tuam txhab tau ua haujlwm zoo nrog nws txoj kev npaj peev nyiaj ua haujlwm thiab tau txo nws cov nuj nqis nuj nqis rau 3.3 npaug. Qhov no tuaj yeem ua tiav los ntawm EBITDA nthuav dav. Lub tuam txhab npaj yuav nce qhov no mus rau 2.5 npaug hauv 3-5 xyoos. zoo li ib lub thawv ntawm chocolates
Kev nqis peev uas tsis tu ncua los ntawm Rayonier Advanced Materials yuav tsum tau tsav EBITDA kev loj hlob. Qhov kev pab cuam de-bottlenecking ntawm Jessup cog yuav tsum txhawb nqa EBITDA pib hauv ib nrab xyoo no. Lub Tartas bioethanol cog, uas xav tias yuav ua tiav nyob rau hauv ib nrab ntawm 2024 thiab pab txhawb rau EBITDA, kuj tseem tsom rau kev nqis peev hauv cov phiaj xwm xa rov qab thiab kev yuav khoom los txhawb kev loj hlob.
Post lub sij hawm: Jul-06-2023