Rebirth in 1998 is also a kind of life

Because Yang Zhu doesn't like to drink, the wine storage room in the house is actually not big, only less than 30 square meters in total.

In fact, if it weren't for the occasional need to have a drink with friends, and because he needed to provide an excuse for the people below to increase trade with Hungary, he would never even build this 30-square-meter wine storage room. (To put it mildly, Hungary is definitely one of the most friendly countries to China on the Obaro continent, and its overall friendliness even surpasses those few iron people most familiar to Chinese people.)

And in this new Chinese-style small room that is slightly incompatible with the style of the villa, Mr. Yang took out a small bottle of noble rot essence from the incubator with some pain, and looked at the honey-brown liquid in the bottle and the circle at the bottom of the bottle. After getting the tartar like coarse salt, he gently put it on the table.

………………

"Hey, hey, I said Comrade Lu Sisi, the little girl is not here, who are you showing such a posture?" Yang Zhu glanced at the mixed-race beauty who was like a good student in class, with her hands folded on the table , Said angrily.

If you only listen to words, there is nothing wrong with Lu Sisi's actions.

In fact, she was looking like an obedient student, staring at the eggshell cup in front of her in a square porcelain box - the square porcelain box was covered with ice cubes, and the cold air that was engulfing upwards was mixed with the eggshell cup. The thick wine complements each other beautifully like a painting.

But the problem is...

This guy leans too far forward!

As we all know, Comrade Lu Sisi's figure is extremely proud; and if you have seen an overgrown female deskmate listening to a lecture seriously on the desk in middle school, you will know what kind of scene it is;

But this guy is wearing a vest with a low neckline today, so the picture can be imagined when he tilts and squeezes like this.

If it was the past, Yang Zhu would just watch it. Anyway, the relationship between the two is there, and they have been in closer contact n times. Would you die if you take a look at it?I have to make a few jokes... Comrade Sisi, you squeeze like this, be careful of sagging in the future, do you want me to recommend a bra for you?

But Yang Zhu has suffered a lot from restlessness in the past two days, and this guy has shown an attitude of fearing that the world will not be chaotic since the minute he entered the door, so even if the scenery in front of him is good, Daguan Yang also had to put on an appearance of facing a big enemy - who knows if this guy will record secretly, and then turn his head and run to the little girl with these black materials to tell the truth?

Seeing his boss acting like a gentleman, Lu Sisi rolled his eyes at him contemptuously, then supported Tuo slightly uncomfortable chest, and leaned back slightly: "Boss, you are a coward! You dare not sleep if I let you sleep, now you dare not look at it for nothing!"

Yang Zhu was furious, your mouth is the hardest all over your body!

What does it mean to let me sleep for nothing?

What is your identity and you have no points in your heart?

Putting aside the friendship between the two of us, if I really want to sleep with you, can it be for nothing?

Seeing her boss gnashing her teeth and staring at her, but looking helpless with herself, Lu Sisi couldn't help but feel good, and her whole body was as transparent as if she had eaten ginseng fruit.

After throwing a wink at Yang Zhu full of mischief, Lu Sisi's expression changed, and her tone became serious: "Boss, let's get down to business... Cbot wants us to list all of Argentina's soybean production capacity there. "

"Huh?" Hearing this, Yang Zhu couldn't care less about clearing up the accusation of molesting himself, and frowned in thought.

The so-called cbot is the abbreviation of chicagoboardoftrade. The Chinese translation is the Chicago Board of Trade. Just by listening to the name, you can tell who is standing behind it.

In fact, this futures and options exchange, established in 1848, has become the world's largest and most leading bulk agricultural product futures market as early as the last century.

Although the slogan of cbot is "to provide customers with a transparent and liquid contract market", in fact, none of these large institutions involved in value/price discovery, risk management and investment are Clean.

It is actually not a big secret that Yang Zhu has encircled a large amount of land in Argentina for soybean planting—although it is difficult for outsiders to know exactly how much land he has purchased due to the adoption of a model of multi-company dispersion and compound equity structure. But judging only from the business flow in the past two years, this figure will not be lower than 50 hectares.

In this way, this slightly tough "request" made by cbot is quite interesting-even if it is not the whole number, the planting face of 50 hectares is definitely not considered in the world Small, even if you don't consider Yang Zhu's influence in other fields, but only from a single business point of view, you shouldn't adopt such a tough attitude when facing this type A customer.

"What's going on? Didn't we express our position to them at the beginning, and we don't want to participate in this matter?" Yang Zhu showed a look of surprise on his face.

Hearing this, Lu Sisi had a strange look on her face. As early as more than a month ago, the big bosses in Chicago had issued a formal invitation to Zhutou International Trade to participate in one of their joint plans. At that time, Yang Zhu expressed Overstatement means that you can have fun, and he will not participate in this matter.

If this was said by other Huaxia businessmen, it would be fine. Facing the exciting money, not participating in this capital game would already be worthy of the Yanhuang blood in him.

But who is Yang Zhu?

Over the past few years, anyone with a little sensitive information channel can know what kind of virtue this guy is through the small private actions of Zhutou International Trade Co., Ltd. over the years.

Although after all, wealthy businessmen know no borders, and those business partners don't really care much about what Yang Zhu has in mind, but the problem is... it has to not affect other people's money!

Seeing that this guy obviously has a lot of production capacity in his hands, but he still refuses to enter the market, it's no wonder those people will feel relieved!

If you don't participate... Would you believe me?

Seeing that her boss still made such a shameless face in private, Lu Sisi covered her face in shame: "The reason they gave this time is quite sufficient - they plan to reshape the value distribution of the soybean industry chain! "

"Haven't we already acquired Smithfield Company? People said that if the price of soybean meal is pushed up too much and Smithfield Company suffers serious losses again, it will affect the friendship between the two parties--instead of doing this, Why don't we hand over our production capacity to them to operate together, so that Smithfield won't lose money, and we can make a good profit!"

Reshape the value distribution of the industrial chain?

When Yang Zhu heard the reason thrown out by the other party, there was a half-smile expression on his face.

………………

As we all know, as a primary agricultural product with narrow uses, in the field of genetically modified soybeans, it actually only involves three products: soybeans, soybean meal and soybean oil;

The biggest use of genetically modified soybeans is crushing. Since many countries have banned the use of genetically modified soybeans for consumption, most of the imported soybeans in the international market are used for crushing.

After crushing, there are two kinds of products derived from genetically modified soybeans: 78.5% soybean meal, 18.5% soybean oil, and the rest is soybean dregs and waste (of course, due to differences in production areas and climates, the oil yield of each shipment of soybeans will vary. different, but not by much.)

So in theory, there must be the following relationship between the prices of soybeans, soybean meal and soybean oil - 1 ton of soybean price + transportation + processing costs + other expenses (interest, insurance, etc.) = price of 0.785 tons of soybean meal + 0.185 tons of soybean oil s price.

Judging from this basic model, the rise of soybean raw materials will of course drive up the prices of soybean meal and soybean oil; but similarly, the rise of soybean meal and soybean oil prices will also inevitably drive the rise of soybean prices.

Therefore, the "reshaping the value distribution of the industrial chain" mentioned by cbot, although it sounds a bit lofty, in fact, it is intended to simultaneously solidify the high price of soybean meal or soybean oil, and build a triangular chain of mutual transformation to achieve Long-term benefits——Although judging from the results of later generations, this high-level triangle chain has not been successfully constructed, but Yang Zhu does not doubt that they do have this intention.

However, the theoretical model is a theoretical model after all. If they want to really realize their goals, there are countless variable factors that need to be grasped in the actual operation process... At least, there must be three major variable links to get stuck.

First, the trade model.

Different commodities have their own inherent trade patterns;

Take Huaxia's soybean trade model as an example. We import oilseed soybeans from the three American countries (Pretty Country, Brazil, and Argentina) and crush them domestically.

Due to well-known reasons, my country's soybean crushing plants are mainly distributed in North China, Northeast China (mainly near Tianjin Port) and the southeast coast. The beans used are foreign soybeans, not the soybeans produced in Northeast my country.This determines that the relationship between my country's domestic soybeans and soybean meal is sometimes irrelevant. For example, if my country's soybean production is abundant but North America's production plummets, the price of my country's soybean meal will still tend to rise.

Compared with this, the correlation between soybean and soybean meal, which is the international soybean trading center market cbot, is much higher. Although it is more affected by the production and demand in the Americas, correspondingly, if the "use scenarios of oil soybeans in various countries are more uniform "higher" and "the deeper the degree of market openness", the greater the voice of cbot as the distribution center for soybean transactions, the higher the degree of profitability.

From this point of view, Zhutou International Trade, which controls a huge amount of funds, resources, and soybean production capacity, and Zhutou International Trade, which has been involved in the edible oil field in China for three and a half years, are two full of variables. If Yang Zhu is willing, he can even bypass cbot directly and provide soybeans or soybean meal directly to some Huaxia oil extraction companies and feed factories; although his overall supply is far from enough to change the overall pattern, but let this time It is very possible that the joint program will not achieve the intended purpose.

Second, the ratio of oil to meal.

There are two kinds of soybean crushed products. When the price of soybean oil remains unchanged, the price of soybean meal rises, and the price of soybeans also rises, which is good.

But in reality, the price of soybean oil is also a variable. Take later generations as an example. At the beginning of 2013, due to the severe drought in North America in 2012, the supply of soybeans in the United States was insufficient. At the beginning of the year, the Brazilian port crowding and worker strikes caused the price of soybean meal to soar.

But... all the factories are frantically squeezing and trying to sell the soybean meal before the Brazilian soybean arrives in Hong Kong. At the same time, the oil tanks of the factory can't hold it. Because the price of soybean meal is so good, everyone would rather sell the soybean oil at a discount. So the price of soybean oil has dropped.

Although this unexpected event failed to completely offset the impact of rising soybean meal prices, to some extent, it is also a buffer that cannot be ignored.

Unfortunately, as the world's largest hog manufacturer, Smithfield Company is currently in the hands of Yang Zhu, although from a macro perspective, Smithfield Company is completely insignificant to the world's number one agricultural power in the beautiful country; But when it comes to the field of soybean meal consumption, the chain reaction that this leading enterprise can bring is two different things.

To put it simply, if Smithfield refuses to accept high-priced soybean meal, and uses Yang Zhu's soybean production capacity in Argentina to carry out self-sustaining support, the psychological acceptance of high-priced soybean meal in the industry will drop sharply, which will lead to a collapse. Force the price of soybeans to drop, and even begin to reduce the use of soybean meal. You must know that there are many feed formulas in the aquaculture industry. It is necessary to use soybean meal (for this logic, please refer to the touch screen of mobile phones and electric car batteries in later generations);

In addition, if Yang Zhu's edible oil brands including Zhuhua edible oil start to aggressively enter the international market, and use its strong channel reach and brand influence to make a name for itself in the mid-to-high-end edible oil field Heaven and earth, under the chain reaction, the price of oil-bearing soybeans will also be forced to fall. You must know that Mengshan only promoted genetically modified soybeans on a large scale around the world in 01. At present, the domestic production capacity of soybeans in various countries is still relatively abundant. However, as long as the concept of local soybeans can be hyped up, it is not impossible for oil soybeans to be cold under the dual influence of value substitution and commodity profit point transfer.

Third, intermediate costs.

The above model contains an assumption that the intermediate cost is basically unchanged, but this assumption is not true in reality.Shipping costs, warehousing costs, and even interest rates will all change;

In addition, this model will also be affected by trade financing - that is, the use of imported soybeans can obtain additional capital occupation, resulting in interest income other than the sale of soybean meal and soybean oil.

Of course, from the perspective of domestic enterprises alone, port miscellaneous charges and fob premiums and discounts are the two most important intermediate costs (see note), although Zhutou International Trade has no direct influence on these two most important intermediate costs , but the aforementioned shipping, warehousing and even financing are undoubtedly their strong points.

In fact, the vast majority of oil extraction companies in the world, especially those independent oil extraction plants that have no downstream edible oil brand industry to undertake, earn meager profits and rely entirely on volume to win, so every change in intermediate costs , all affect their business decisions to a large extent——From this perspective, the influence space that Zhutou International Trade can deeply shape on the midstream oil extraction companies in China's industry cannot be underestimated.

In short, the reason why cbot insists on bringing Yang Zhu's soybean production capacity in Argentina into the system for unified management is not only to value the supply of at least 50 hectares they estimated, but also to let Yang Zhu show his true attitude. Thereby eliminating a lot of unknown variables - for this reason, as long as Yang Zhu agrees to work hard, they are even willing to pay a premium.

(Three small futures knowledge that is not considered entry-level is shared with everyone, but it can be used to fool Xiaobai, thank you for the applause!)

………………

Flashing through the thoughts of those old foxes in his heart, Yang Zhu hardly hesitated, and waved his hand: "Tell them, I, Mr. Yang, have already said what I should say, whether they believe it or not, anyway, the soybean production capacity on our side It is impossible to entrust them with unified operation and management.”

Gently took a sip of the musk-filled ice-cold wine, and as the soft heat smeared in his chest and lungs, Yang Zhu squinted his eyes: "By the way, go back and tell the group of old men squatting in Chicago every day. - Don't think that abcd is really great, if you dare to point fingers again and make me unhappy, I will really end up wrestling with them!"

"No~! You go back and tell those bastards, the old man is very unhappy now, the consequences... are serious!"

"Therefore, the old man is now considering whether to hold a general meeting of shareholders to conduct research on the expansion and financing of the new energy smart car project. By the way, I would like to ask if Chicago has any intention to sell the project's equity!"

Lu Sisi looked at her boss who looked like a little ruffian dumbfoundedly, and said to herself, aren't you just making use of the problem to find a reason for yourself?

Also, always talk about the new energy smart car project...do you have any idea of ​​selling the equity?You're clearly threatening someone and wanting to kick him out, okay?

However, although Yang Zhu's little ruffian is extremely disrespectful, the threat is not small. With the finalization of the EU's shared travel plan, the future application scenarios and market potential of the new energy smart car project will undoubtedly increase. An order of magnitude, the new energy smart car that was originally a super pie, has now become a diamond-encrusted treasure.

Corresponding to this, there are countless forces from all parties who want to get tickets for the project, and all of them are influential figures who can cause a small earthquake by stomping their feet.

It stands to reason that with the resources and background of those people, it is not difficult to reproduce a new energy smart car project, but unfortunately, the weight of the first-mover advantage of this thing is too large. The people in Yang Zhu have already worked out a set of experience. And after enclosing a large market in Nuo, if they dare to play remakes, apart from being the market vanguard of Yang Zhu and others plus fertilizer, there is a high probability that there will be no third end—it is precisely because of this new concept Just need the strong exclusivity of the project, and the project ticket is particularly precious.

In fact, even with the potential constraints of the game rules and the presence of several big bosses, Yang Zhu and his group can no longer bear the pressure of all parties, and plan to carry out a new round of financing and stock expansion—in this kind of At the critical moment of the second cake, if the founder and main executive of the Zhutou International Trade project suddenly expressed the idea of ​​kicking a certain veteran out, Lu Sisi knew with his heels that there would definitely be countless people on and off the field. He agreed with both hands, and even approached him intimately to "solve worries and problems" for Yang Zhu.

Don't think this is magical. Unlike the East, which is fettered by human feelings, in the Western world, the naked law of the jungle has always been followed. Under the attraction of huge interests, what things can't be done?

Thinking of this, Lu Sisi looked at her boss, and couldn't help being slightly absent-minded.

As a veteran who has been with Yang Zhu for several years, although she knows that her boss has always been extremely tough to the outside world, this is the first time she has seen such a posture of disregarding her image and making excuses to end the game. This shows the weight of this matter in his mind.

Even trillion-dollar mega-projects are being used as bargaining chips at this moment, boss, boss, you are really...

Looking at the face full of sternness and coldness in front of him, Lu Sisi's mood fluctuated, and he suddenly said, "Boss, do you want to join..."

The words were only half spoken, and Lu Sisi, who woke up from a start, immediately shut up.

Ok?

"What?" Yang Zhu looked at Lu Sisi inexplicably.

Turning her eyes, the mixed-race beauty showed a trace of charm on her face: "I mean, anyway, since your real wife can't see it, it's better for me to accept you as a guest in the curtain right now... stealing from my sister-in-law two walls away." , very exciting, do you want to try it?"

Seeing this guy sticking that amazingly elastic body again, a string of black lines appeared on Yang Zhu's forehead;

What the hell are you messing about regardless of the occasion!

Thinking of this, although he knew that what this guy originally wanted to say was definitely not this, but Mr. Yang couldn't help but look out the door with some guilt...

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Note 1: "Port miscellaneous charges" refers to the RMB charges incurred at the port, including customs declaration, order exchange, thc, lifting, emptying, unpacking, etc., of course, also includes storage management fees.

Note 2: "fob discount" actually includes the words "fob premium" and "fob discount";

The fob discount means that the forward exchange rate is lower than the spot exchange rate, and the fob premium means that the forward exchange rate is higher than the spot exchange rate.

Under normal circumstances, the number of premiums and discounts quoted by the bank has only two or three digits; if it is two digits, it is the third and fourth digits after the decimal point; , Three plus the fourth digit.

ps1: Due to the particularity of the current era, the content of the protagonist’s follow-up actions on soybeans will be much reduced. The reason why some of the methods the protagonist intends to use is written in advance in this chapter is based on this reason (of course, if you can still read Get the words of this chapter);

ps2: The following chapters will still return to the daily text - there is no way, this is a harmonious and positive world, hahaha!