IHapag-Lloyd iqalisa isicelo se-ZIM, ibeka umlo onzima malunga nenkampani ephethe iflegi yakwaSirayeli
Hamburg / Haifa – Disemba 11, 2025
Isigebenga saseJamani sokuthumela isigebenga iHapag-Lloyd singenise isinikezelo sokuqala sokuthatha iiNkonzo zokuThumela eziManyeneyo zeZIM, owona mgca mkhulu wesikhongozeli sakwaSirayeli kunye nophethe iflegi, iphosa inkampani esekwe eHaifa embindini womlo ontsonkothileyo odibanisa ukuhlanganiswa kweenqanawa zehlabathi kunye nezopolitiko zasekhaya kunye neenkxalabo zokhuseleko lwelizwe.
Indlela, eyaqala ukuxelwa ngamashishini akwaSirayeli mihla le iimbumba kwaye ithathwe ziinkampani ezininzi zamazwe ngamazwe, ichazwa njengesibonelelo sokuqala, esingabophelelanga kwaye akukho ngxoxo isemthethweni eqhubekayo phakathi kwezi nkampani zimbini. Utyalo-mali lubonisa ukuba izabelo ezidweliswe eNew York ze-ZIM zinyuke malunga ne-4% ngoDisemba 4 emva kweendaba zomdla weHapag-Lloyd, nto leyo egxininisa indlela isivumelwano esinokubakho esibaluleke ngayo kuxabiso lwenkampani kunye nesicwangciso sexesha elizayo.
Ngokwezi ngxelo, i-ZIM okwangoku inemali eyi-$2.4 yeebhiliyoni kwimarike, inani eliye laba yindawo yokubhekisa kubakhweli emva kokuba isiphakamiso sokuthenga esikhokelwa ngabaphathi sangaphambili sisebenzise ixabiso elifanayo.
Umthengi omtsha kwindawo esele igcwele abantu
Isipho sikaHapag-Lloyd asiveli nje singenamsebenzi. I-ZIM ibisoloko isebenza kangangeeveki ezininzi, kwaye ubuncinane kukho iziphakamiso ezintathu ezahlukeneyo zokuthenga ezisasazwayo njengoko inkampani iphononongwa ngokusesikweni.
Isivumelwano sangaphambili sokuthengwa kwenkampani sikhokelwa yi-CEO ye-ZIM u-Eli Glickman kunye nesikhulu sezothutho sase-Israel uRami Ungar, intloko yeRay Carriers, bacebise ukuba inkampani ibe yimfihlo ngexabiso elimalunga ne-$2.4 yeebhiliyoni. Eso sibonelelo, esasingaphezulu kancinci kwimali eyayisetyenziswa yi-ZIM ngelo xesha, sabangela ukuba ibhodi iqalise inkqubo ebanzi yokuvavanya ezinye iindlela zobuchule kunye nokufuna iibhidi ezikhuphisanayo.
Nangona kunjalo, ngoDisemba 9, ibhodi ye-ZIM yasikhaba ngokusesikweni isindululo solawulo njengesilijongela phantsi ixabiso leshishini, ixelela abaninizabelo ukuba bafumene "iimpawu ezininzi zomdla" kwamanye amaqela kwaye ngoku yayiqhuba uphononongo olucwangcisiweyo olukhokelwa ngabalawuli abazimeleyo kunye nabacebisi bangaphandle. Ibhodi icele abatyali-mali ukuba baxhase uluhlu lwabo olupheleleyo lwabatyunjwa abasibhozo abalawulayo kwintlanganiso jikelele yonyaka ezayo kwaye yalumkisa ngeqela labaninizabelo abaphikisayo eliqhuba abagqatswa balo. I-Investing.com's companion-news coverage ichaza isizathu sebhodi kwaye igxininisa ukuba ulawulo ngokwalo alukhange luvavanye izibonelelo ezikhuphisanayo.
Ngaxeshanye, ivenkile yakwaSirayeli I-calcalist Ingxelo ithi abaninizabelo beZIM baya kwintlanganiso enkulu ebalulekileyo ngoDisemba 19, apho kuya kugqitywa khona ukwakhiwa kwebhodi eya kujongana nayo nayiphi na intengiso ekugqibeleni. Ingxelo ithi i-ISS icebise ukuba abaninizabelo bamanye amazwe baxhase abalawuli abakhoyo, ababonakala bekwimeko engcono yokujongana noxinzelelo lwezorhwebo nolwezopolitiko.
Unikezelo lukaHapag-Lloyd: ingqiqo yobuchule kunye nokusabela kwangoko kwimarike
IHapag-Lloyd, enekomkhulu eHamburg kwaye idweliswe eFrankfurt, okwangoku iphakathi kwezona zithuthi zithwala iikhonteyina zinkulu kwihlabathi, malunga ne-7–8% yomthamo wehlabathi. I-ZIM, okwangoku, incinci ngobukhulu beenqwelo-moya kodwa ibaluleke kakhulu, ngakumbi kwiindlela zorhwebo lwe-transpacific kunye nezinye iindlela zorhwebo lwe-elektroniki kunye neendlela ezikhawulezayo zokuhambisa iimpahla zabathengi.
Iingxelo zicaphula iimbumba icebisa ukuba iHapag-Lloyd yenze isicelo sokuqala sokufumana i-100% ye-ZIM, izibeka njengomncintisani omkhulu kwisibonelelo esikhokelwa ngabaphathi kunye nazo naziphi na ezinye izicelo ezivelayo. I-Container News ishwankathela imeko ngokuqaphela ukuba iHapag-Lloyd ijoyine uluhlu olukhulayo lwabantu abafuna ukuqesha, nangona abameli bezisebenzi be-ZIM bezama ukulwa nokubanjwa kwamanye amazwe.
Iimarike zemali zasabela ngokukhawuleza kumdla wenkampani yaseJamani. Ngokutsho kwe-Investing.com, izabelo ze-ZIM zenyuke malunga ne-4% ngomhla iindaba ezaphuma ngawo, abarhwebi bebheja ukuba inkqubo yokubhida enokhuphiswano inokuvula ixabiso elongezelelweyo. Ingxelo efanayo ithi i-ZIM iphethe malunga ne-2.5% yomthamo wokuthunyelwa kweekhonteyina kwihlabathi liphela, nto leyo, xa idibene nesabelo se-Hapag-Lloyd, eya kudala inkampani elawula phantse i-10% yemarike yehlabathi ukuba kugqityiwe ukudibana.
Abahlalutyi bachaza imeko ngeqonga lophando SuMartkarma uchaza iZIM njenge "ibekwe kwindawo yokujonga i-M&A," indlela kaHapag-Lloyd ibonwa njengenzame yokuqinisa ubukho bayo kwiindlela eziphambili zasempuma-ntshona kunye nendlela yokongeza ubungakanani ngexesha apho inzuzo ye-liner isaguquguquka.
Ezinye iilayini zehlabathi ezijikeleza iZIM
AsingoHapag-Lloyd yedwa ojonga iZIM. Iingxelo ezininzi, kuquka nengxelo yeSplash247, zithi iMediterranean Shipping Company (MSC) kunye neMaersk nazo zidibene neebhidi ezinokubakho.
Nangona kungekho zibonelelo zisemthethweni ezivela kwi-MSC okanye kwi-Maersk eziqinisekisiweyo esidlangalaleni, amagama abo avele ngokuphindaphindiweyo kwiindaba zasekhaya nakwamanye amazwe njengabantu abanokuba ngabaniki-maxabiso, nto leyo ebonisa ukubaluleka kwe-ZIM kwishishini ngokubanzi. Ukuba ukhuphiswano phakathi kweenqwelo-mafutha ezinkulu zaseYurophu naseMeditera luyanda, ibhodi ye-ZIM ingazifumana ikwimeko yokuxoxisana ngemigaqo ephuculweyo okanye iindlela ezizezinye zesivumelwano, ezifana nezabelo ezingaphelelanga okanye ubudlelwane besicwangciso, endaweni yokuthathwa ngokupheleleyo.
Okwangoku, nangona kunjalo, uHapag-Lloyd kuphela komcebisi wangaphandle ekuxelwe ngokubanzi ukuba wenze indlela ebambekayo, kwaye yeyona ijongene neyona nto ibonakalayo evela kwimibutho yabasebenzi yeZIM kunye nabachaphazelekayo kwezopolitiko.
Isabelo segolide kunye nokhuseleko lwesizwe: Imigca ebomvu yakwaSirayeli
Yintoni eyenza esi sivumelwano sibe buthathaka kukuba iZIM ayisiyiyo enye inkampani edwelisiweyo yokuthumela ngenqanawa. Ikhuselwe "yisabelo esikhethekileyo sombuso" - isakhiwo sesabelo segolide esinika urhulumente wase-Israel amandla afikelela kude kulo naluphi na utshintsho lolawulo.
Ngokwengxelo eneenkcukacha ngu I-calcalist, Isabelo segolide sikaSirayeli kwiZIM sifuna ukuba:
- Inkampani igcina ikomkhulu layo kwaSirayeli;
- Uninzi lwabalawuli kunye nosihlalo ngabemi base-Israel;
- IZIM igcina inqanawa ikwazi ukuxhasa iimfuno zelizwe, kunye nemfuneko yokwenza iinqanawa ezili-11 zifumaneke kurhulumente nangaliphi na ixesha; kwaye
- Urhulumente ugcina i-veto kuyo nayiphi na intengiselwano ebandakanya ukuthengiswa kwezabelo zenkampani ezingaphezulu kwama-24%.
Enyanisweni, oku kuthetha ukuba akukho kuzuza kunokuqhubeka ngaphandle kwemvume karhulumente ecacileyo, kungakhathaliseki iivoti zabaninizabelo okanye iingcebiso zebhodi. Loo nyani sele ibumba impikiswano yezopolitiko malunga nesindululo sikaHapag-Lloyd.
Ikomiti yabasebenzi yeZIM ithathe isigqibo esinzima kakhulu. Bobabini uCalcalist kunye no-iMarine baxela ukuba imanyano ithumele ileta kumphathiswa wezothutho wase-Israel ibongoza urhulumente ukuba athintele ukuthengiswa kweHapag-Lloyd, besithi ukubakho kwemali yobutyebi baseQatari naseSaudi phakathi kwabaninizabelo benkampani yaseJamani kuzisa umngcipheko kukhuseleko lwesizwe.
Le manyano igxininisa ukuba malunga ne-98% yorhwebo lwase-Israel luxhomekeke kwiindlela zaselwandle, kwaye i-ZIM yayiyeyona nkampani yodwa eqhubeke nokubiza amazibuko ase-Israel ngexesha lemfazwe yakutshanje, ithutha ukutya, amayeza kunye nezinto ezibalulekileyo zomkhosi. Ngokombono wemanyano, ukuvumela ulawulo lwenkampani ukuba lutshintshele kwiqela langaphandle elinamanini-zabelo kumazwe angenabo ubudlelwane obusemthethweni bezonxibelelwano ne-Israel kunokubeka emngciphekweni loo mgca wobomi kwiingxaki ezizayo.
Isakhiwo somnini-sabelo sikaHapag-Lloyd phantsi kwe-microscope
Ukuchaswa kwesi sivumelwano kugxile kakhulu kwiprofayili yobunini beHapag-Lloyd. Bobabini iSplash247 kunye ne-iMarine baphawula ukuba abaninizabelo ababini abakhulu kumgca waseJamani nguKlaus-Michael Kühne, umtyali-mali wezothutho waseJamani oyibhiliyoni, kunye neqela leenqanawa laseChile iCSAV, ngalinye liphethe malunga ne-30% yenkampani. Balandelwa yiSixeko saseHamburg esimalunga ne-14%, iQatar Investment Authority emalunga ne-12.5%, kunye neSaudi Arabia's Public Investment Fund emalunga ne-10%.
Nangona esi siseko sabanini-zabelo abahlukeneyo siqhelekile kwiinkampani zenqanawa zanamhlanje ezidwelisiweyo, ukubandakanyeka kwemali yeGulf sovereign funds kubuthathaka kwezopolitiko e-Israel. Kubameli babasebenzi kunye nabanye abenzi bomgaqo-nkqubo, kuphakamisa imibuzo enzima malunga nokuba ingaba izinto ezibalulekileyo zesicwangciso-qhinga kufuneka zilawulwe ziinkampani ezinomdla wazo onokuthi ungahlali uhambelana nowakwaSirayeli, ingakumbi ngamaxesha oxinzelelo olukhulu lwengingqi.
Urhulumente wase-Israel akakathathi cala ngokusesikweni ngesicelo sikaHapag-Lloyd. Amajelo eendaba asekuhlaleni axela ukuba kulindeleke iintlanganiso phakathi komphathiswa wezothutho kunye nabameli bemibutho yabasebenzi kwiintsuku ezizayo, emva koko urhulumente unokucacisa ukuba ingaba ivulelekile na ngokomgaqo-siseko kubanini bamanye amazwe, okanye ingaba i-ZIM kufuneka ihlale phantsi kolawulo lwakwaSirayeli.
Umzamo wesibini wokuthatha "intshatsheli yesizwe".
Ayikokokuqala iHapag-Lloyd idibana nemigca ebomvu ezimeleyo kwisicwangciso sayo sokwandisa. Njengoko iMarine kunye neSplash247 zisitsho, inkampani ngaphambili yayikhe yazama ukufumana inkampani yeenqwelo moya yaseMzantsi Korea i-HMM ngo-2023, kodwa isivumelwano saphela xa urhulumente waseMzantsi Korea wakhetha ukungayithengisi inkampani yakhe yelizwe yokuthumela iimpahla kumthengi wangaphandle.
Loo mava ngoku acatshulwe ngabahlalutyi njengobungqina bokuba uHapag-Lloyd uyayiqonda imvakalelo yezopolitiko yentengiselwano enjalo-kwaye njengesikhumbuzo sokuba unikezelo lwezorhwebo olwakhiwe kakuhle lunokutshatyalaliswa xa ukuqwalaselwa kweenqanawa zelizwe kungena kwincoko.
Kwangaxeshanye, iHapag-Lloyd kunye neZIM azingobantu bangaqhelekanga. Ezi nkampani zimbini bezinexesha elide zinxibelelana ngezorhwebo, kwaye kuthiwa iHapag-Lloyd yayicinga ngokuthenga iZIM ngaphambili xa inkampani yakwa-Israel yayijongene nobunzima bezemali ngaphambi kobhubhane.
Ingqiqo yeqhinga: isikali, uthungelwano, kunye ne-post-boom hangover
Ukusuka kwimbono yorhwebo, ukuhlangana phakathi kukaHapag-Lloyd kunye neZIM kunengqiqo ecacileyo:
- Iya komeleza isikhundla sikaHapag-Lloyd kwintengiso ye-transpacific kunye ne-niche apho iZIM yakhe ubukho obuqinileyo.
- Oku kuya kwandisa ubungakanani ngexesha apho imibutho kunye nobudlelwane obudibeneyo buhlengahlengiswa, kuquka ne-Hapag-Lloyd's Gemini Cooperation kunye neMaersk kwiindlela ezithile zorhwebo.
- Inokudala intsebenziswano ekuhanjisweni kweenqwelo, ulawulo lwezixhobo kunye neenkonzo zedijithali, ngokukodwa kwiimpahla ezithatha ixesha ezifana ne-e-commerce kunye ne-FMCG.
Nangona kunjalo, ixesha liyinkimbinkimbi. Emva kwenzuzo engaqhelekanga yexesha lobhubhane, ukuthunyelwa kweekhonteyina kulungelelaniswa namazinga okuthutha impahla, ukuphazamiseka okuqhubekayo kwiindlela zoLwandle oluBomvu kunye neSuez, kunye nemfuno engaqinisekanga yehlabathi. I-CEO yeHapag-Lloyd isandula ukugxininisa imfuneko yokunciphisa iindleko kunye nocwangciso lwenethiwekhi olusebenzayo, olunokwenza i-M&A enomdla ibe nomtsalane ngakumbi—kodwa ikwaphakamisa imibuzo yabatyali-mali malunga nomngcipheko wokuphunyezwa kunye neendleko zokudibanisa.
Kwi-ZIM, indlela yokubala yahlukile. Le nkampani ibuyisele imali eninzi kubanini-zabelo ukusukela kwi-IPO yayo kwaye okwangoku irhweba ngexabiso eliphindaphindayo abanye abahlalutyi abalibona njengelingafunekiyo xa kuthelekiswa nenzuzo kunye nesiseko seempahla zayo. Kwangaxeshanye, ijongene nokhuphiswano olukhulu oluvela kubaphikisi abakhulu, kwaye ibhodi yayo ivumile ukuba ukuthengisa, ukudibana, okanye olunye uthengiselwano olucwangcisiweyo lunokuba yindlela enye yokwandisa ixabiso lexesha elide.
Kwenzeka ntoni emva koko?
Kwiiveki ezizayo, imicu emininzi iya kudibana:
- Iivoti zabaninizabelo: Abatyali-mali baseZIM baza kuqala bagqibe ngokubunjwa kwebhodi kwintlanganiso kawonke-wonke ye-19 kaDisemba, kulandele intlanganiso kawonke-wonke yonyaka nge-26 kaDisemba apho ibhodi ikhuthaza abaninizabelo ukuba baxhase abatyunjwa bayo kwaye babale abagqatswa abangavumelaniyo.
- Uphononongo lweqhinga: Uphononongo lweqhinga labalawuli abazimeleyo luyaqhuba, kukho amaqela amaninzi axeliweyo kwigumbi ledatha. Ibhidi kaHapag-Lloyd iya kulinganiswa ngokuchasene nonikezelo lolawulo olwaliwe kunye nazo naziphi na iibhidi eziphezulu zangaphandle ezinokuvela.
- Isimo sikarhulumente: Mhlawumbi okona kugxekayo, urhulumente wase-Israel kuya kufuneka abonise ukuba uzimisele na ngokwemigaqo ukuvuma ukuthengiswa kwe-ZIM kwimanyano ekhokelwe kumazwe angaphandle. Ngaphandle komqondiso onjalo, nasiphi na isipho esibophelelayo esivela kwaHapag-Lloyd okanye abanye ababhidi baphesheya kolwandle banokufa ngokufanelekileyo ekufikeni.
- Impendulo yabasebenzi: Ikomiti yabasebenzi yeZIM sele iyibeke le ngxoxo njengeyokuzimela nokhuseleko endaweni yezoqoqosho olucocekileyo. Ukuba loo ngxelo ifumana ukuthandwa ziinkokeli zoluntu kunye nezopolitiko, kunokuba nzima kuye nawuphi na umntu othandana naye wangaphandle ukuba aphumelele, nokuba ixabiso lithini.
Okwangoku, unikezelo lukaHapag-Lloyd luye lwafaka iZIM kwizihloko zeM&A zehlabathi kwaye inyanzelise abaninizabelo, abasebenzi kunye nabaqulunqi bomgaqo-nkqubo ukuba bajongane nombuzo osisiseko: ngaba isicwangciso sobuchule saselwandle sakwaSirayeli sihlala siphantsi kolawulo lwasekhaya, okanye sinokudityaniswa ngokukhuselekileyo kwiqela elikhulu, elilawulwa kumazwe angaphandle?
Impendulo ayisayi kubumba ikamva leZIM kuphela, kodwa nomkhombandlela obanzi wokuzinzisa kushishino lokuthumela ngenqanawa.
