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乳业巨头菲仕兰有意与Milcobel合并,双方收入合计达1070亿

milcobelshishenmelaitou,shuangfanghebingdebeijingheyuanjingshishenme?

文|小食代

suiran2024nianjiuyaozoudaojintou,danshishipinyinliaoxingyedegaoguanmenhaizaizuozhezhongyaojueding。

jintianwanjian,yongyoumeisujiaerdengpinpaidehelanruyehezuoshefeishilanturanxuanbu,youyihebilishiruyehezuoshemilcobelhebing,congerjiangdijieyijianianshouru140yiouyuan(zheherenminbi1070yiyuan)、zaiquanqiuyongyoujin2.2wanmingyuangong、jiagongchuliyue100yigongjinniunaideruqi。zheiyiweizhe,benshenjiushicongfrieslandhecampinahebingerlaidefeishilan,youyaomangzhexindehebingle。

neime,milcobelshishenmelaitou,shuangfanghebingdebeijingheyuanjingshishenme,xiamianwomenjiuyiqikankan。

全球机遇

jintian,feishilanzongbuzaiyifentongbaozhongxuanbulehemilcobeldehebingyixiang,chengcicihebingjiangdazaoyijia“lingxianderuzhipinhezuosheheruzhipingongsi”,hebingweimianxiangweilaidezuzhidiandinglejichu——gaizuzhijiangyiruzhipinweizhongxin,weihezuoshedehuiyuannainong、yuangong、xiaofeizhehekehutigongfuwu。

jujieshao,niyizhongdehebingxujingfeishilanhuiyuanweiyuanhui、milcobeltebiegudongdahuihefanlongduanjigoupizhun。feishilanbiaoshi,baokuohuiyuannainong、yuangong、gonghuizaineidegefangjuchengyihuoxihebingtian。

juxiaoshidailejiedao,bencihebingtiyijihushizaijinwanduiwaixuanbutongshi,yeyiyoujianxingshifajilebufenguoneiyuangong。

tongbaozhichu,feishilanhemilcobeldehebing,jiangchuangjianyigemianxiangweilaideguojihuazuzhi,nenggouzhuazhuquanqiuruzhipinshichangdejiyu,binggengyouxiaodiyingduitiaozhan。

“nihebingdeliangjiahezuoshejunweidaidaixiangchuandenainongsuoyou,zaishichangdiweihechanpinzuhefangmianxiangdeyizhang。”feishilanshuo,cicihebingweimianxiangxiaofeishichangdenailao、masulilanailao,yijiniunai、nailaohesuannaidengrupin,haiyourupinyuanliaodengxifenshichangtigongjinyibudeyewufazhanjihui,bingzaixiaolv、zhuanyezhishifangmiandailaihaochu,lirukechixufazhan。

jintian,feishilandongshihuizhuxiansibo(sybren attema),feishilanhemilcobel dehebingdayuqigebufenzhihe,youchengzanbencihebingjiangchuangjianyigemianxiangweilaidezongheruyehezuoshe,gaihezuoshejuyourenxing,nenggouliyongchongmanhuolidequanqiuruyeshichangzhongdejihui,zengqiangduihuiyuannainong、yewuhezuohuobanheyuangongdexiyinli。ciwai,zheiyijucuozhichihuiyuannainonghuodegengjuyoushidenaijia。

milcobeldongshihuizhuxibetty eeckhautzebiaoshi,hezuoshedelinianshenshenzhigenyushuangfangzhizhong,shiciciniyihebingdejishi。“womendemubiaorengranshiweiwomendehuiyuannainongchuangzaofujiazhi。”tabiaoshi,tongguoshuangfangdequyuhubuxing,jiangnengchengweixianyouhexinhuiyuandeshouxuanrupinhezuohuoban,weiweilaichenggongtigongwendingdeniunaigongying。duiyuyuangonglaishuo,xinzuzhitigonglezaiguojihuanjingzhongchengzhangde“juejiajihui”,duiyukehulaishuohebingyiweizhegengduodechuangxin、gengguangfandechanpinzuheyijifuwudejinyibuzhuanyehua。

共同挑战

genjujintianfeishilanzongbutigongdexinxi,anzhaoshuangfangzai2023niandehebingniandushuju(bubaokuo milcobelzhengzaibolideysco yewu),hebinghoudexinzuzhideyujishouruchaoguo 140yiouyuan,zai30geguojiahediquyunzuo,zaiquanqiuyongyoujin2.2wanmingyuangong,gongjiagongyue100yigongjinlaizihuiyuandeniunai。zheixieniunaijiangyoulaizihelan、bilishi、deguo、faguobeibuyue1.6wanminghuiyuannainongyongyoudejin1.1wangehuiyuanmuchanggongying。

genjuhelanhezuoyinxing(rabobank)zaoqiangongbude2024nianquanqiuruye20qiangshujugusuan,feishilanzaihemilcobelhebinghou,140yiouyuandeguimojiangrangqipaimingchaoguoarla foods,yueshengzhihehengtianranxiangdang,jiquanqiudiliuweizuoyoudeshuiping,danrengdiyu162yiouyuan(gu)deyili。

jujieshao,shuangfanghezuoshedongshihuihezhixingguanlicengyijiuniyihebingqianshulekuangjiaxieyi。mubiaoshizai2025nianshangbannianqiaodingyifenxiangxidehebingtian,ranhoujiangyufeishilandehuiyuanhemilcobeldegudongjinxingtaolun。suihou,hebingxieyijiangtijiaojimilcobeldetebiegudongdahuihefeishilandechengyuanlishihuipizhun。hebinghaixuyaohuodefanlongduanjigoudepizhun。

milcobelshizenyangdeyijiaruqini?jintian,xiaoshidaifanchagaigongsiguanwangfaxian,milcobelzuichudelishikeyizhuisudao1900nian,shiyijiabilishiruzhipinhezuogufengongsi。

muqian,milcobelzaibilishiyongyou6jiafengongsi,zaifaguobeibuyongyou1jiafengongsi。2023nian,milcobeldeyingyeshouruyuewei13yiouyuan(zheherenminbijin100yiyuan),yongyouhuiyuanqiye1550jia,jiagongniunai13yigongjin,yuangong1600ming。milcobeldezhuyaochanpinbaokuonailao、huangyou、naifen、bingqilin、ruyinliao、naiyouheruqingdenggaoduanruzhipin。chuleweidaxingliansuochaoshitigongziyoupinpaiwai,milcobelhaiweishipinxingyeshengchanyuanliaohepeiliao(baokuomasulilanailao、mosuinailao、huangyou、naiyou)。

jinguanmilcobelzaizhongguoxianggangdiquzhucelemingwei“milcobel asia ltd”degongsi,buguogongkaixinxixianshi,tasihuzaizhongguoneidishichangmeiyoutaiduodeyingxiangli。zheihefeishilanyikaomeisujiaernaifendengchanpinzaihuajiayuhuxiaoxingchengduibi。

shishishang,bencihebingdebeihouyefanyingchuruyemianduidetiaozhan。2023nianduiruzhipinxingyelaishuoshitebiekunnandeyinian,quanqiuruyeshichangshifendongdang,riyiquanqiuhuaderupinshichangdailailegengduodediyuanhejingjibuquedingxing,nainongchengbendafushangzhang,wulunshizaixuqiuhaishigongyingfangmiandouxuyaoruqiyougengdadelinghuoxing。

jutieryan,qunianfeishilandeshouruyuewei131yiouyuan,tongbixiajiang7.1%;milcobelqunianshouruyuewei13.15yiouyuan,tongbijianshao3.7%。duici,feishilanbiaoshi,zheizhuyaoshishoudaolebulidehuilvyingxiang、chushoubufendeguoxiaofeihuodongyijixiaofeishichangxiaoliangxiajiang(tebieshiyouyugaotongzhang)。milcobelzemianlinzheniunaigongyingliangdi、chengbengaohejingzhengjiliedekunjing。

feishilanshouxizhixingguanfanyandezaijinnian2yueshizhichu,jianyuzheixieyeji,2023nianxiabannianfeishilanqidongle“yuanzheng 2030”zhuanxingjihua,quanlijiangfeishilandazaoweichixulingxianderuzhipingongsi。taqiangdiao,zheiyizhanlvedechenggongyufou,keyicongsangefangmianlaihengliang,baokuoyingdeshichang、zengjialirunhegaishanxianjinzhuangkuang。

jintian,helanmeitizhichu,suiranliangjiahezuoshejiangcicihezuochengwei“hebing”,danbucunzaipingdenghuobanzhijian“lianyin”dewenti,yinweimilcobelguimojiaoxiao。jintian,feishilandeyiweifayanrenbiaoshi,hebingbuhuiduiyuangongchanshengrenheyingxiang。

本文为转载内容,授权事宜请联系原著作权人。

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乳业巨头菲仕兰有意与Milcobel合并,双方收入合计达1070亿

milcobelshishenmelaitou,shuangfanghebingdebeijingheyuanjingshishenme?

文|小食代

suiran2024nianjiuyaozoudaojintou,danshishipinyinliaoxingyedegaoguanmenhaizaizuozhezhongyaojueding。

jintianwanjian,yongyoumeisujiaerdengpinpaidehelanruyehezuoshefeishilanturanxuanbu,youyihebilishiruyehezuoshemilcobelhebing,congerjiangdijieyijianianshouru140yiouyuan(zheherenminbi1070yiyuan)、zaiquanqiuyongyoujin2.2wanmingyuangong、jiagongchuliyue100yigongjinniunaideruqi。zheiyiweizhe,benshenjiushicongfrieslandhecampinahebingerlaidefeishilan,youyaomangzhexindehebingle。

neime,milcobelshishenmelaitou,shuangfanghebingdebeijingheyuanjingshishenme,xiamianwomenjiuyiqikankan。

全球机遇

jintian,feishilanzongbuzaiyifentongbaozhongxuanbulehemilcobeldehebingyixiang,chengcicihebingjiangdazaoyijia“lingxianderuzhipinhezuosheheruzhipingongsi”,hebingweimianxiangweilaidezuzhidiandinglejichu——gaizuzhijiangyiruzhipinweizhongxin,weihezuoshedehuiyuannainong、yuangong、xiaofeizhehekehutigongfuwu。

jujieshao,niyizhongdehebingxujingfeishilanhuiyuanweiyuanhui、milcobeltebiegudongdahuihefanlongduanjigoupizhun。feishilanbiaoshi,baokuohuiyuannainong、yuangong、gonghuizaineidegefangjuchengyihuoxihebingtian。

juxiaoshidailejiedao,bencihebingtiyijihushizaijinwanduiwaixuanbutongshi,yeyiyoujianxingshifajilebufenguoneiyuangong。

tongbaozhichu,feishilanhemilcobeldehebing,jiangchuangjianyigemianxiangweilaideguojihuazuzhi,nenggouzhuazhuquanqiuruzhipinshichangdejiyu,binggengyouxiaodiyingduitiaozhan。

“nihebingdeliangjiahezuoshejunweidaidaixiangchuandenainongsuoyou,zaishichangdiweihechanpinzuhefangmianxiangdeyizhang。”feishilanshuo,cicihebingweimianxiangxiaofeishichangdenailao、masulilanailao,yijiniunai、nailaohesuannaidengrupin,haiyourupinyuanliaodengxifenshichangtigongjinyibudeyewufazhanjihui,bingzaixiaolv、zhuanyezhishifangmiandailaihaochu,lirukechixufazhan。

jintian,feishilandongshihuizhuxiansibo(sybren attema),feishilanhemilcobel dehebingdayuqigebufenzhihe,youchengzanbencihebingjiangchuangjianyigemianxiangweilaidezongheruyehezuoshe,gaihezuoshejuyourenxing,nenggouliyongchongmanhuolidequanqiuruyeshichangzhongdejihui,zengqiangduihuiyuannainong、yewuhezuohuobanheyuangongdexiyinli。ciwai,zheiyijucuozhichihuiyuannainonghuodegengjuyoushidenaijia。

milcobeldongshihuizhuxibetty eeckhautzebiaoshi,hezuoshedelinianshenshenzhigenyushuangfangzhizhong,shiciciniyihebingdejishi。“womendemubiaorengranshiweiwomendehuiyuannainongchuangzaofujiazhi。”tabiaoshi,tongguoshuangfangdequyuhubuxing,jiangnengchengweixianyouhexinhuiyuandeshouxuanrupinhezuohuoban,weiweilaichenggongtigongwendingdeniunaigongying。duiyuyuangonglaishuo,xinzuzhitigonglezaiguojihuanjingzhongchengzhangde“juejiajihui”,duiyukehulaishuohebingyiweizhegengduodechuangxin、gengguangfandechanpinzuheyijifuwudejinyibuzhuanyehua。

共同挑战

genjujintianfeishilanzongbutigongdexinxi,anzhaoshuangfangzai2023niandehebingniandushuju(bubaokuo milcobelzhengzaibolideysco yewu),hebinghoudexinzuzhideyujishouruchaoguo 140yiouyuan,zai30geguojiahediquyunzuo,zaiquanqiuyongyoujin2.2wanmingyuangong,gongjiagongyue100yigongjinlaizihuiyuandeniunai。zheixieniunaijiangyoulaizihelan、bilishi、deguo、faguobeibuyue1.6wanminghuiyuannainongyongyoudejin1.1wangehuiyuanmuchanggongying。

genjuhelanhezuoyinxing(rabobank)zaoqiangongbude2024nianquanqiuruye20qiangshujugusuan,feishilanzaihemilcobelhebinghou,140yiouyuandeguimojiangrangqipaimingchaoguoarla foods,yueshengzhihehengtianranxiangdang,jiquanqiudiliuweizuoyoudeshuiping,danrengdiyu162yiouyuan(gu)deyili。

jujieshao,shuangfanghezuoshedongshihuihezhixingguanlicengyijiuniyihebingqianshulekuangjiaxieyi。mubiaoshizai2025nianshangbannianqiaodingyifenxiangxidehebingtian,ranhoujiangyufeishilandehuiyuanhemilcobeldegudongjinxingtaolun。suihou,hebingxieyijiangtijiaojimilcobeldetebiegudongdahuihefeishilandechengyuanlishihuipizhun。hebinghaixuyaohuodefanlongduanjigoudepizhun。

milcobelshizenyangdeyijiaruqini?jintian,xiaoshidaifanchagaigongsiguanwangfaxian,milcobelzuichudelishikeyizhuisudao1900nian,shiyijiabilishiruzhipinhezuogufengongsi。

muqian,milcobelzaibilishiyongyou6jiafengongsi,zaifaguobeibuyongyou1jiafengongsi。2023nian,milcobeldeyingyeshouruyuewei13yiouyuan(zheherenminbijin100yiyuan),yongyouhuiyuanqiye1550jia,jiagongniunai13yigongjin,yuangong1600ming。milcobeldezhuyaochanpinbaokuonailao、huangyou、naifen、bingqilin、ruyinliao、naiyouheruqingdenggaoduanruzhipin。chuleweidaxingliansuochaoshitigongziyoupinpaiwai,milcobelhaiweishipinxingyeshengchanyuanliaohepeiliao(baokuomasulilanailao、mosuinailao、huangyou、naiyou)。

jinguanmilcobelzaizhongguoxianggangdiquzhucelemingwei“milcobel asia ltd”degongsi,buguogongkaixinxixianshi,tasihuzaizhongguoneidishichangmeiyoutaiduodeyingxiangli。zheihefeishilanyikaomeisujiaernaifendengchanpinzaihuajiayuhuxiaoxingchengduibi。

shishishang,bencihebingdebeihouyefanyingchuruyemianduidetiaozhan。2023nianduiruzhipinxingyelaishuoshitebiekunnandeyinian,quanqiuruyeshichangshifendongdang,riyiquanqiuhuaderupinshichangdailailegengduodediyuanhejingjibuquedingxing,nainongchengbendafushangzhang,wulunshizaixuqiuhaishigongyingfangmiandouxuyaoruqiyougengdadelinghuoxing。

jutieryan,qunianfeishilandeshouruyuewei131yiouyuan,tongbixiajiang7.1%;milcobelqunianshouruyuewei13.15yiouyuan,tongbijianshao3.7%。duici,feishilanbiaoshi,zheizhuyaoshishoudaolebulidehuilvyingxiang、chushoubufendeguoxiaofeihuodongyijixiaofeishichangxiaoliangxiajiang(tebieshiyouyugaotongzhang)。milcobelzemianlinzheniunaigongyingliangdi、chengbengaohejingzhengjiliedekunjing。

feishilanshouxizhixingguanfanyandezaijinnian2yueshizhichu,jianyuzheixieyeji,2023nianxiabannianfeishilanqidongle“yuanzheng 2030”zhuanxingjihua,quanlijiangfeishilandazaoweichixulingxianderuzhipingongsi。taqiangdiao,zheiyizhanlvedechenggongyufou,keyicongsangefangmianlaihengliang,baokuoyingdeshichang、zengjialirunhegaishanxianjinzhuangkuang。

jintian,helanmeitizhichu,suiranliangjiahezuoshejiangcicihezuochengwei“hebing”,danbucunzaipingdenghuobanzhijian“lianyin”dewenti,yinweimilcobelguimojiaoxiao。jintian,feishilandeyiweifayanrenbiaoshi,hebingbuhuiduiyuangongchanshengrenheyingxiang。

本文为转载内容,授权事宜请联系原著作权人。