Daga yanayin ci gaba na ƙirar ƙafafun Turai don ganin yanayin masana'antar Carton a cikin 2023
A wannan shekara, iyawar sayar da shirye-shiryen Turai sun ci gaba da samun riba na Turai duk da cewa lalacewar tabarbarewa, amma har yaushe za su iya cin nasarar gudana a ƙarshe? Gabaɗaya, 2022 zai zama shekara mai wahala ga manyan kayan aikin kwastoman. Tare da hauhawar farashin kuzari da farashin aiki, manyan kamfanonin Turai sun haɗa da kungiyar Schmofi Kappa kungiyar Schmofi Kappa.
A cewar manajojin a Jeffries, tun daga 2020, farashin kayan da aka sake amfani da shi, wani muhimmin sashi na samar da takarda, ya kusan ninki biyu a Turai. A madadin, farashin murfin Budurwa kai tsaye daga rajistan ayyukan maimakon sake amfani da katako ya bi irin wannan yanayin. A lokaci guda, masu sayen kayayyaki masu tsada suna rage yawan ciyarwar su akan layi, wanda ke rage buƙatar buƙatun don katako.
A kwanakin daukaka kara da sabon balaguron kambi na farko, kamar umarni suna gudana cikin cikakken iko, da kuma farashin da aka shirya na tattara ƙattai ... duk wannan ya ƙare. Duk da haka, duk da haka, waɗannan kamfanonin suna da kyau fiye da koyaushe. Smurfi Kappa kwanan nan ya ruwaito kashi 43% ya tashi a kan albashi kafin sha'awa, yayin da kudin shiga ya tashi daga na uku. Wannan yana nufin kudaden shiga 2022 da ribar kuɗi sun riga sun wuce matakan pre-pandemic, duk da kasancewa ɗaya na hanyar zuwa ƙarshen 2022.
A halin yanzu, Desma, lambar ta Burtaniya ta Burtaniya, ta ta da cewa a kalar kashi na farko ya kamata ya zama fam miliyan 400, yayin da aka kwatanta da fam miliyan 351. Wani katangar katangar, Mondi, ya yi birgima a gefe da maki uku na kashi, duk da sauran batutuwan da ba a warware su ba a farkon kasuwancin Rasha na Rasha.
Sabunta Desma da aka yi wa Oktoba ya zama mai lafiye kan cikakkun bayanai, amma an ambata "ƙananan ƙananan kundin abubuwa don akwatini masu daidaituwa". Hakanan, girma mai ƙarfi na smurf ba sakamakon sayar da ƙarin kwalaye ba - tallace-tallace na akwatin ta 2022, kuma har ma ya faɗi 3% a cikin kwata na uku. A akasin wannan, waɗannan ƙattai suna haɓaka ribar masana'antar ta hanyar haɓaka farashin samfuran samfuran.
Bugu da kari, ƙarar ciniki ba kamar ta inganta ba. A cikin wannan watan na cewa, Kira Smurfi Kappa Tony Smulphphy ya ce: "Varsionarar ma'amala a cikin huɗu na huɗu ya yi kama da na uku na Burtaniya da Jamusawa."
Wannan ya dace da tambayar: Me zai faru da masana'antar akwatin dortrugated a cikin 2023? Idan kasuwa da mai amfani da mai amfani da kayan adon da suka fara aiki, zasu iya ci gaba da masana'antun marufi masu amfani da su don samun ƙarin riba? Masu sharhi sun yi murna da sabunta smurfkippa sun ba da wahalar da Macro Backdrop da kuma seramon jigilar kayayyaki sun ruwaito cikin gida. A lokaci guda, smurfi Kappa ya jaddada cewa kungiyar ta "m karfi da ka'idodin da ta gabata, matakin da muke ɗauka koyaushe suna ɗaukar nasara".
Koyaya, masu saka jari suna da shakku masu hankali. Hannun jari na smurfi Kappa sune 25% ƙasa da tsayi na Pandemic, da Desmar suna ƙasa 31%. Wanene ya dace? Nasarar ba kawai dogaro ga katun katako da tallace-tallace. Masu sharhi a cikin jefferies suna hasashen farashin da ke tattare da karɓiyar karar za su ba da rauni mai rauni na Macro, amma kuma yana nuna cewa farashin kayan aikin yana fadowa.
"Abin da ake yawan damuwa, a cikin ganinmu, shine ƙananan farashi na iya zama babban haɓaka na kowane farashi mai ƙarancin farashi. An nuna shi a gaban farashin farashi mai mahimmanci daga ƙananan farashi waɗanda aka samu daga ƙananan farashi daga kudaden shiga. " Anyizanke a Jeffries ya ce.
A lokaci guda, tambayar buƙatun kanta ba daidai take ba. Kodayake e-kasuwanci da jinkirin sun gabatar da wata barazanar da kamfanoni na kamfanonin marufi, babban rabo na tallace-tallace na wadannan kungiyoyin yawanci a wasu kasuwancin ne sau da yawa a sauran kasuwancin. A Desma, kusan kashi 80% na kudaden shiga ya fito ne daga kayayyakin masu amfani da kaya (FMCG), waɗanda aka sayar kusan kashi 70% na abokan ciniki FMCG. Wannan ya kamata ya tabbatar da rabawa yayin da ƙarshen kasuwar ke ci gaba, kuma 'Desma ta ba da kyakkyawan ci gaba a cikin yankuna kamar sauya filastik.
Saboda haka yayin da ake amfani da buƙatun ya canza, ba zai yiwu a faɗi ƙasa a wata ma'ana ba - musamman ma dawo da abokan cinikin masana'antu sun taurare wuya da COVEMM. Sakamakon binciken kwanan nan yana tallafawa daga MacFarlane daga MacFarlane (Macf), wanda ya lura da wasu kamfanoni shida na 20 na 2022 a matsayin abokan ciniki na baƙi fiye da raguwa a cikin cinikin kan layi.
Papper suma suna amfani da pandemic don inganta zanen sikelin su. Smurfi Kappa Shugaba Tony Smurphy ya nanata cewa tsarin kamfanin shi ne "a mafi kyawun matsayi da muka taɓa gani" a cikin tarihinmu, tare da bashi / albashi kafin amortawa da yawa fiye da sau 1.4. My desar Jami'in Helmar Daras na Roberts ya yi karfin gwiwa cewa a watan Satumba, suna cewa bashin kungiyarsa / abin da ya samu kafin a samu sau 1.6 na mafi ƙasƙanci da muka gani a cikin shekaru ".
Dukkanin wannan yana kara wa wasu manazarta wasu masu sharhi sun yi imanin cewa yana mamaye kasuwa, musamman game da fans 100%, farashinsa sama da kimantawa na albashi kafin amordization. Ka'idojinsu tabbas suna da kyau, tare da Desma ciniki a wani ci gaba p / e a kan matsakaicin shekaru 11.4 a kan matsakaicin shekaru guda na 12.3. Da yawa zai dogara da karfin kamfanin don shawo kan masu hannun jari da zasu iya ci gaba da mamaki a cikin 2023.
Lokacin Post: Disamba-1322
