'Yan Kional (CSN) an tabbatar da wannan sati kamar yadda mai siyar da siyar da Holcim na dala biliyan 1.03. Kasuwancin ya hada da tsire-tsire na ciminti biyar, tsirrai huɗu da wuraren da aka shirya a shirye-shiryen. Dangane da yanayin samar da samarwa, CSN yanzu ana tsammanin zai zama mai samar da kayayyaki na uku mafi girma a Brazil, na biyu kawai don cin amana da rudani. Ko kuma, idan kun yi imani da CSN na Brazen ya ce kariyar mai gasa, kuna cikin wuri na biyu!
Hoto 1: Taswirar shuka ta CSN CIGABA DAGA CSN CIGABA DA IYALI NA FARKO NA LAFARTHOLCIAN SHAWARA NA Brazilcim. Source: CSN Mai saka hannun jari ta yanar gizo.
CSN Asali ya fara ne da samar da ƙarfe, kuma har yanzu shine wani bangare na kasuwancinta har wa yau. A shekarar 2020, ta ba da rahoton samun kudaden shiga biliyan 5.74. Kimanin kashi 55% daga harkokin ƙarfe, kashi 42% daga kasuwancin hakar ma'adinai, 5% daga kasuwancin da aka yi, kuma 3% daga kasuwancin ciminti. Ci gaban CSN a cikin masana'antar siminti ya fara ne a shekara ta 2009 lokacin da ta fara nika niƙa blast ta wutar murdnace a Volta Redonda, Rio de Janeiro. Bayan haka, kamfanin ya fara samar da aikin asibiti a shekara ta 2011 a hadar Arcos shuka a cikin Minas Gerais. A cikin shekaru goma masu zuwa, abubuwa da yawa sun faru ne a cikin jama'a aƙalla, saboda ƙasar tana fuskantar koma bayan tattalin arziki da kuma tallace-tallace na ƙasar CSN ta fara tattauna wasu sabbin samarwa ayyukan masana'antar a wani wuri. Brazil, ya danganta da ci gaban kasuwa kuma ana tsammanin hadadden jama'a na farko (IPO). Waɗannan sun haɗa da masana'antu a Cea, Sergipe, Para da Parana, da kuma faɗaɗa masana'antu masu kudu masoya zuwa kudu maso gabashin. Bayan haka, CSN Centos ya amince da su ga siye da Limho Elizabeth na USD 220 miliyan 20 a watan Yuli 2021.
Yana da mahimmanci a lura cewa sayen Holcim har yanzu yana buƙatar amincewa da gasa gasa ta yankin. Misali, masana'antar Elizabeth da Factory Caailan wasan Holcim suna cikin paríba duka a cikin jihar Parica, kusan kilomita 30 ban da juna. Idan an yarda, wannan zai ba da damar CSN mursunan CSN su mallaki biyu daga cikin tsire-tsire guda hudu, tare da sauran mata biyu da ke aiki da kai. Hakanan CSN kuma yana shirin samun masana'antu da aka hada hade guda hudu a raga Gerais daga Holcim don ƙara ɗayan a halin yanzu ya mallaka. Kodayake saboda yawan tsire-tsire a cikin jihar, wannan ba kamar samun hankali sosai ba.
Holcim ya bayyana a fili cewa karkatar da ke cikin Brazil wani bangare ne na dabarun inganta mafita abinci. Bayan kammala sayen gobarar a farkon 2021, za a yi amfani da kudin don mafita da kasuwancin samfuranta. Hakanan ya bayyana cewa yana son ya mai da hankali kan kasuwannin da ke da bege na dogon lokaci. A wannan yanayin, da aka tsara ci gaban ciminti ta manyan masana'antun ƙarfe kamar CSN yana da bambanci sosai. Duk Masana'antu sune manyan masana'antu na carbon dioxide, don haka CSN zai ba da wuya a samar da masana'antu mai zurfi. Koyaya, ta hanyar amfani da slag a cikin samar da sumunti, biyun suna da ssernoggies cikin sharuddan aikin aiki, tattalin arziki da dorewa. Wannan LED CSN CSN CSN zuwa abokin tarayya tare da ciminti na Brazil da kuma JSW Cemunimin JSW, wanda kuma ya samar da sumunti. Duk abin da ya faru da wannan ya faru a taron canjin canjin yanayi na 26 na Digiri (COP26) a watan Nuwamba 2021, da alama ba zai yiwu ba cewa buƙatar ɗaurin ƙarfe ko ciminti zai rage muhimmanci sosai. CSN centos yanzu za a ci gaba da IPO don tara kudade don sashen Hollim.
Samu duka ne game da lokaci. Kasuwancin CSN CICHETS-Holcim ma'amala sun biyo bayan sayo CRH Brazil ta kasar Buzbi ya yi a farkon, kasuwar siminti na Brazil ta fara murmurewa a shekara ta 2018. Idan aka kwatanta da wasu Kasashe, saboda matakan rauni na kullewa, coronavirus pandemic da wuya a sashe wannan yanayin. Dangane da sabbin bayanai daga kungiyar masana'antar sumuniya (snic) a watan Agusta na 2021, ci gaban tallace-tallace na yanzu na iya zama a hankali. Tun daga tsakiyar shekarar 2019, maimaitawar kowane wata yana ƙaruwa, amma ya fara rage gudu a cikin Mayu 2021. A cewar bayanan zuwa wannan shekara, amma bayan hakan, wa ya sani? Takardar wasan CSN a watan Disamba 2020 sun annabta hakan, kamar yadda ake tsammani, ya danganta da hauhawar tattalin arzikin gaba daya kafin zaben siyasa gaba daya kafin zaben na gaba a gaba ƙarshen 2022 na iya haifar da wannan. Misali, hakkin daukar nauyinsa da IPO a cikin Yuli 2021 saboda ƙarancin mahimmanci saboda saka hannun jari. CSN CIGABA na iya haduwa da irin matsaloli iri ɗaya a cikin shirin IPO ko fuskantar mafi yawan leverage lokacin biya don Lafarholcim Brazil. Kowace hanya, CSN ta yanke shawarar ɗaukar haɗari a kan hanyar da za ta zama mai samar da kaya na uku mafi girma a Brazil.
Lokacin Post: Sat-22-2021