Ka whakarewahia e Hapag-Lloyd te tono mo te ZIM, me te whakatu i tetahi pakanga nui mo te kaikawe haki o Iharaira
Hamburg / Haifa – Hakihea 11, 2025
Kua tukuna e Hapag-Lloyd te toa kawe ipu Tiamana he tuku tango tuatahi mo ZIM Integrated Shipping Services, te raina ipu nui rawa atu o Iharaira me te kaikawe haki tuuturu, ka pana te kamupene o Haifa ki te pokapū o te whawhai uaua e whakakotahi ana i te whakakotahitanga kaipuke o te ao me nga kaupapa torangapu o roto me nga awangawanga aa-motu.
Ko te huarahi, i korerotia tuatahi e nga pakihi a Iharaira i ia ra peihana ā, i kohia mai e ngā toa maha o te ao, e whakaahuatia ana he tuku tīmatanga, kāore he here, kāore anō kia tīmata ngā whiriwhiringa ōkawa i waenganui i ngā kamupene e rua. E kī ana a Investing i piki ake ngā hea o ZIM i rārangihia ki Niu Ioka i te 4% i te Hakihea 4 whai muri i te rongonga o te hiahia o Hapag-Lloyd, e whakaatu ana i te hiranga o tētahi whakaaetanga pea ki te aromatawai a te kamupene me te rautaki ā meake nei.
E ai ki ēnei pūrongo, ko te uara mākete o ZIM i tēnei wā he tata ki te $2.4 piriona, he whika kua waiho hei tohutoro mā ngā kaitono whai muri i te whakamahinga o tētahi aromatawai ōrite i roto i tētahi tono hoko a ngā whakahaere i mua.
He kaitono hou i roto i te mara kua kikii
Kāore te tuku a Hapag-Lloyd e puta noa mai i te koretake. Kua maha ngā wiki e whakahaerehia ana a ZIM, ā, e toru pea ngā tono hoko motuhake e horapa ana i te mea e arotakehia ana te kamupene i roto i tētahi arotake rautaki ōkawa.
I mua ake nei, i whakaarohia e te Tumu Whakahaere o ZIM, a Eli Glickman, te rangatira kaipuke o Iharaira, a Rami Ungar, te tumuaki o Ray Car Carriers, kia tūmataiti te kamupene i te uara tata ki te $2.4 piriona. Nā taua tono, he iti ake i te whakapaipai mākete o ZIM i taua wā, i akiaki te poari ki te tīmata i tētahi tukanga whānui hei aromatawai i ngā huarahi rautaki me te tono tono whakataetae.
Heoi, i te 9 o Hakihea, i whakakahoretia mana e te poari o ZIM te tono a te kaiwhakahaere, he whakaiti i te uara o te pakihi, me te kī atu ki ngā kaipupuri hea kua whiwhi "he maha ngā tohu hiahia" mai i ētahi atu rōpū, ā, kei te whakahaerehia he arotake hanganga e arahina ana e ngā kaiwhakahaere motuhake me ngā kaitohutohu o waho. I tono te poari ki ngā kaipupuri moni kia tautoko i tana rārangi katoa o ngā kaitono kaiwhakahaere e waru i te hui whānui ā-tau e haere ake nei, ā, i whakatūpato hoki mō tētahi rōpū kaipupuri hea whakahē e whakahaere ana i ā rātou ake kaitono. Ko te pūrongo a Investing.com mō ngā kamupene e whakaatu ana i ngā take a te poari, ā, e whakaatu ana kua kore te whakahaere tonu e aro ki te aromatawai i ngā tuku whakataetae.
I roto i te whakarara, putanga o Iharaira Koretake E ai ki ngā pūrongo, kei te anga atu ngā kaipupuri hea o ZIM ki tētahi hui nui i te 19 o Tīhema, ka whakatauhia te hanganga o te poari hei tirotiro i ngā hokonga ā muri ake nei. E ai ki ngā pūrongo, kua tūtohu te kaitohutohu whakakapi a ISS kia tautoko ngā kaipupuri hea o tāwāhi i ngā kaiwhakahaere o nāianei, e kitea ana he pai ake te tūnga ki te whakatere i ngā pēhanga arumoni me ngā pēhanga tōrangapū.
Ko te tuku a Hapag-Lloyd: arorau rautaki me te tauhohenga o te maakete moata
Ko Hapag-Lloyd, kei Hamburg tōna tari matua, ā, kei Frankfurt te rārangi, kei roto i ngā kaikawe ipu nui rawa atu o te ao i tēnei wā, me te 7–8% pea o te kaha o te ao. I tēnei wā, he iti ake te rahi o te kahui kaipuke o ZIM engari he mea nui ki te rautaki, inā koa mō ngā hokohoko whakawhiti-moana me ētahi ara hokohoko ipurangi me ngā ara hokohoko tere.
Ko nga ripoata e whakahua ana peihana e kī ana kua tono tuatahi a Hapag-Lloyd ki te hoko i te 100% o ZIM, me te whakatū i a ia anō hei kaiwhakataetae nui ki te tono a te whakahaere me ētahi atu tono hou. E whakarāpopoto ana a Container News i te āhuatanga mā te kī kua uru atu a Hapag-Lloyd ki tētahi rārangi tono e tipu haere ana, ahakoa kei te whakaohooho ngā māngai mahi a ZIM ki te whakahē i te tangohanga a tāwāhi.
I tere te urupare a ngā mākete pūtea ki te hiahia o te kaikawe Tiamana. E ai ki a Investing.com, i piki ake ngā hea o ZIM i te 4% i te rā i puta ai te rongo, me te peti a ngā kaihokohoko ka taea e tētahi tukanga tono whakataetae te whakatuwhera i tētahi uara tāpiri. E kī ana te pūrongo kotahi kei a ZIM te 2.5% o te kaha kaipuke ipu o te ao, ā, me te hea o Hapag-Lloyd, ka hangaia he kaikawe e whakahaere ana i te tata ki te 10% o te mākete o te ao mēnā ka oti te whakakotahitanga.
Ko nga kaitätari e korero ana mo te ahuatanga ma te kaupapa rangahau SE whakaahua ana a martkarma i a ZIM kua "whakaurua ki te arotahi o te M&A," me te huarahi a Hapag-Lloyd e kitea ana he ngana ki te whakahōhonu ake i tōna aroaro i ngā ara matua o te rawhiti-uru, me te huarahi hoki ki te whakanui ake i te tauine i te wā e noho pōturi tonu ana ngā hua o ngā raina kaipuke.
Ko etahi atu raina o te ao huri noa i te ZIM
Ehara i te mea ko Hapag-Lloyd anake kei te aro atu ki a ZIM. He maha ngā pūrongo, tae atu ki ngā pūrongo a Splash247, e kī ana kua honoa hoki a Mediterranean Shipping Company (MSC) me Maersk ki ngā tono pea.
Ahakoa kāore anō kia whakaūngia ngā tuku mana a MSC, a Maersk rānei ki te marea, kua puta ake ō rātou ingoa i roto i ngā pāpāho ā-rohe me te ao whānui hei kaitono pea, e whakaata ana i te hiranga rautaki a ZIM ki te umanga whānui. Mēnā ka kaha ake te whakataetae i waenga i ngā kaikawe nui o Ūropi me te Moana-nui-a-Kiwa, tera pea ka kitea e te poari o ZIM he tūranga hei whiriwhiri i ngā tikanga whakapai ake, i ngā hanganga whakaaetanga rerekē rānei, pērā i ngā hea wāhanga, i ngā hononga rautaki rānei, kaua ki te tango katoa.
I tenei wa, heoi, ko Hapag-Lloyd anake te kaikawe kee i korero whanui kua mahi i te huarahi raima, a koinei te mea e pa ana ki te pananga tino kitea mai i nga roopu mahi a ZIM me nga kaiwhainga torangapu.
Te wahanga koura me te haumarutanga o te motu: Nga raina whero o Iharaira
He aha te mea tino ngawari tenei mahi ko te ZIM ehara i te mea ko tetahi atu kamupene kaipuke kua raarangi. Ka tiakina e te "waahanga whenua motuhake" - he hanganga hea koura e hoatu ana ki te kawanatanga o Iharaira nga mana nui ki runga i nga whakarereketanga mana.
E ai ki nga korero taipitopito na Koretake, ko te wahanga koura a Iharaira i roto i te ZIM e hiahia ana kia:
- Kei te pupuri te kamupene i tona tari matua i roto ia Iharaira;
- Ko te nuinga o nga kaiwhakahaere me te heamana he tangata no Iharaira;
- Ka pupuri a ZIM i tetahi waka e kaha ana ki te tautoko i nga hiahia o te motu, me te hiahia kia 11 nga kaipuke e waatea ana ki te kawanatanga i nga wa katoa; a
- Ka mau tonu te mana ārai a te kāwanatanga mō ngā whakawhitiwhitinga katoa e uru ana ki te hoko atu i te 24% o ngā hea o te kamupene.
I roto i nga mahi, ko te tikanga kaore e taea te hoko ki te kore he whakaaetanga a te kawanatanga, ahakoa nga pooti a nga kaipupuri hea me nga taunakitanga a te poari. Ko tera mooni kei te hanga i nga tautohetohe torangapu mo te tono a Hapag-Lloyd.
Kua tino kaha te tūnga o te komiti kaimahi a ZIM. E ai ki a Calcalist me iMarine kua tukuna e te uniana he reta ki te minita waka o Iharaira e akiaki ana i te kāwanatanga kia aukati i te hokonga atu ki a Hapag-Lloyd, me te tautohe ko te noho mai o ngā pūtea taonga motuhake o Qatar me Saudi Arabia i roto i ngā kaipupuri hea o te kamupene Tiamana he tūponotanga mō te haumarutanga o te motu.
E whakanui ana te uniana e tata ana ki te 98% o ngā hokohoko a Iharaira e whakawhirinaki ana ki ngā huarahi moana, ā, ko ZIM anake te kaikawe i haere tonu ki te taunga ki ngā tauranga o Iharaira i ngā pakanga tata nei, e kawe ana i ngā kai, ngā rongoā me ngā taonga hōia nui. Ki te tirohanga a te uniana, mā te tuku i te mana whakahaere o te kamupene kia neke ki tētahi rōpū ke me ngā kaipupuri hea i ngā whenua kāore he hononga ā-ture ki a Iharaira ka tūpono pea te raru o taua oranga i ngā raruraru ā muri ake nei.
Ko te hanganga kaipupuri hea a Hapag-Lloyd i raro i te karu
Ko te whakahē ki te whakaaetanga e aro nui ana ki te āhua o te mana pupuri o Hapag-Lloyd. E kī ana a Splash247 me iMarine ko ngā kaipupuri hea nui e rua o te raina Tiamana ko Klaus-Michael Kühne, he pirionaire Tiamana e haumi ana ki ngā mahi tuku taonga, me te rōpū kaipuke Chilean CSAV, e pupuri ana i te 30% o te kamupene. Kei muri i a rātou ko te Tāone o Hamburg me te 14% pea, te Mana Pūtea o Qatar me te 12.5% pea, me te Tahua Pūtea a te Iwi o Saudi Arabia me te tata ki te 10%.
Ahakoa he mea noa tēnei turanga kaipupuri hea kanorau mō ngā kamupene kaipuke kua rārangihia i ēnei rā, he mea tairongo te whai wāhi atu o ngā pūtea motuhake o te Moana-nui-a-Kiwa ki roto i a Iharaira. Ki ngā māngai mahi me ētahi kaihanga kaupapa here, ka ara ake ngā pātai uaua mō te whakahaere i ngā rawa rautaki matua e ngā hinonga kāore pea ō rātou pānga e rite tonu ki ō Iharaira, inā koa i ngā wā e piki haere ana te taupatupatu ā-rohe.
Kāore anō te kāwanatanga o Iharaira kia whakatau i tētahi tūnga ōkawa mō te tuku a Hapag-Lloyd. E ai ki ngā pāpāho ā-rohe, e tūmanakohia ana kia tū he hui i waenganui i te minita kawe waka me ngā māngai uniana i ngā rā e haere ake nei, ā, i muri i tēnā ka whakamārama pea te kāwanatanga mēnā kei te tuwhera tonu ki te mana o tāwāhi, mēnā rānei me noho tonu te ZIM i raro i te mana whakahaere matua o Iharaira.
He ngana tuarua ki te tango "toa mo te motu".
Ehara tēnei i te wā tuatahi kua tūtaki a Hapag-Lloyd ki ngā rārangi whero motuhake i roto i tana rautaki whakawhānui. E ai ki tā iMarine me Splash247, i mua i tirotirohia e te kamupene te hoko i te kaikawe kaipuke o Kōrea ki te Tonga, a HMM, i te tau 2023, engari i mutu te whakaaetanga i te wā i whakatau ai te kāwanatanga o Kōrea ki te Tonga kia kaua e hoko i tana kamupene kaipuke ā-motu ki tētahi kaihoko mai i tāwāhi.
Ko taua wheako kei te whakahuahia e nga kaikorero korero hei taunakitanga e mohio ana a Hapag-Lloyd ki nga ahuatanga torangapu o aua whakawhitinga-a hei whakamaumaharatanga ahakoa he pai te hanganga o nga tuku hokohoko ka taea te whakakore i te wa e uru ana nga whakaaro o nga waka rererangi o te motu ki te korerorero.
I taua wā anō, ehara a Hapag-Lloyd me ZIM i te tauhou. He roa ngā hononga arumoni a ngā kamupene e rua, ā, e ai ki ngā pūrongo i whakaarohia e Hapag-Lloyd te hoko i a ZIM i mua i te wā i pāngia ai te kamupene rererangi o Iharaira e te raruraru pūtea i mua i te mate urutā.
Te kaupapa rautaki: tauine, whatunga, me te whakairinga i muri i te pupuhi
Mai i te tirohanga arumoni, he marama te whakaaro o te hononga i waenga i a Hapag-Lloyd me ZIM:
- Ka whakakaha ake i te tuunga o Hapag-Lloyd i runga i nga tauhokohoko whakawhiti me nga tauhokohoko motuhake i hangaia e ZIM te noho kaha.
- Ka tāpirihia he tauine i te wā e whakarerekētia ana ngā hononga me ngā mahi tahi a ngā raina kaipuke, tae atu ki te mahi tahi Gemini a Hapag-Lloyd me Maersk i runga i ētahi mahi hokohoko.
- Ka taea e ia te hanga hononga i roto i te tuku waka, te whakahaere taputapu me nga ratonga matihiko, ina koa mo nga utanga tairongo penei i te e-tauhokohoko me te FMCG.
Heoi, he uaua te wā. Whai muri i ngā hua whakamiharo o te wā mate urutā, kei te whakatikatika te tuku kaipuke ipu ki te whakatikatika i ngā utu utanga, ngā whakararuraru e mau tonu ana i ngā huarahi Moana Whero me Suez, me te tono o te ao kāore i te tino mārama. Nō nā tata nei te Tumu Whakahaere o Hapag-Lloyd i whakanui i te hiahia mō te whakaiti i ngā utu me te whakamahere whatunga whai hua ake, ka nui ake te ātaahua o te M&A whai wāhitanga—engari ka ara ake hoki ngā pātai a ngā kaipupuri moni mō te mōrearea whakatinanatanga me ngā utu whakauru.
Ki a ZIM, he rerekē te tātaitanga. Kua whakahokia mai e te kamupene he moni nui ki ngā kaipupuri hea mai i tana IPO, ā, kei te hokohoko i tēnei wā i ngā taurangi aromatawai e kiia ana e ētahi kaitātari he iti noa iho te tono ina whakaritea ki ana whiwhinga moni me te turanga rawa. I taua wā anō, kei te anga atu ki te whakataetae nui mai i ngā hoa whakataetae nui ake, ā, kua whakaae tana poari he huarahi pea te hoko, te whakakotahi, te whakawhitiwhiti rautaki rānei hei whakanui ake i te uara mō te wā roa.
He aha te mea e whai ake nei?
I nga wiki e haere ake nei, he maha nga whenu ka whakakotahi:
- Pooti kaipupuri hea: Ka whakatau tuatahi ngā kaipupuri moni o ZIM i te hanganga o te poari i te hui whānui o te 19 o Hakihea, ā, ka whai ake ko te hui whānui ā-tau i te 26 o Hakihea, ka akiaki te poari i ngā kaipupuri hea kia tautoko i āna kaitono me te whakakore i ngā kaitono whakahē.
- Te arotake rautaki: Kei te haere tonu te arotake rautaki a nga kaiwhakahaere motuhake, he maha nga roopu kei roto i te ruma raraunga. Ka paunatia te tono a Hapag-Lloyd ki te tuku whakahaere kua paopaohia me nga tono teitei ake ka puta mai.
- Te tūnga a te kāwanatanga: Ko te mea tino nui pea, me whakaatu e te kāwanatanga o Iharaira mēnā kei te hiahia tonu rātou ki te whakaae ki te hokonga o ZIM ki tētahi rōpū whakahaere whenua ke. Ki te kore he tohu pēnei, ka kore e taea te tono here a Hapag-Lloyd, ētahi atu kaitono whenua ke rānei i te taenga mai.
- Te whakautu a Reipa: Kua whakatakoto kē te komiti kaimahi a ZIM i te tautohetohe hei tautohetohe mō te mana motuhake me te haumarutanga, kaua ki te ōhanga noa iho. Mēnā ka rongonui taua kōrero i roto i te marea me ngā kaiārahi tōrangapū, tera pea ka uaua ki te wikitoria e tetahi kaitono mai i tāwāhi, ahakoa te utu.
I tenei wa, na te tuku a Hapag-Lloyd i uru a ZIM ki roto i nga upoko korero M&A o te ao me te akiaki i nga kaipupuri hea, nga kaimahi me nga kaihanga kaupapa here ki te aro ki tetahi patai matua: me noho tonu te oranga moana rautaki a Iharaira ki raro i te mana o te whare, ka taea ranei te whakauru humarie ki tetahi roopu kaipuke nui atu i nga iwi ke?
Ko te whakautu ka hanga i te wa kei te heke mai a ZIM, engari ko te huarahi whanui mo te whakakotahitanga i roto i te umanga kaipuke ipu.
