Chapter 105 The attention caused by a newspaper
The tall and thin man also laughed when he heard this,
“That is indeed good news.”
For soybean crushing companies Said that the cost of imported soybeans is much lower than that of domestically produced soybeans.
Businessmen seeking profits are definitely willing to use imported genetically modified soybeans.
What's more, companies controlled by major international grain merchants like them will have a lot of room to control whether it is in the soybean futures market or the spot market when import restrictions are relaxed.
The news that domestic soybean imports will be completely liberalized spread like wildfire.
All of a sudden, many stakeholders shouted that spring is coming.
On the other hand, Guo Yang also collected a large amount of targeted information through domestic and foreign channels.
As a key factor in triggering the 'soybean crisis', the market information released by the US Department of Agriculture has been widely criticized, but domestic companies still have to believe it when they complain about its manipulation of data.
Because there is a lack of relevant public information services in the country.
Furthermore, combined with the information collected, Guo Yang added a lot of private goods that he knew in his previous life.
The past and present of the four major grain merchants, and how they used grain weapons to cause trouble around the world.
Then I contacted the relevant departments, hoping to help the country, but unexpectedly learned the news about the lifting of import restrictions on soybeans.
The Ministry is also very helpless. Previously, the country has issued a ban on soybean import restrictions on six international trading grain merchants, including Bunge, Cargill, and Louis Dreyfus.
But then several soybean exporting countries responded fiercely, and a war without smoke began quietly.
Then it ended hastily.
The only means of regulating soybean imports has been liberalized, and many companies are already preparing to form groups to purchase soybeans abroad.
To avoid this tragedy, Guo Yang spoke out.
But it is like a worm shaking a tree.
"China needs to import soybeans because Chinese soybeans lack competitiveness."
"The oil extraction rate of domestic soybeans is lower than that of imported soybeans."
Stakeholders are chanting slogans, but the facts are true Is that so?
In terms of planting costs, because labor and chemical fertilizers have not yet skyrocketed, domestic production costs are more than 40% lower than those of American soybeans.
However, it is also an objective fact that the price of domestic soybeans is higher than that of imported soybeans. This is mainly due to restrictions on transportation conditions.
As a result, the supply of raw materials for soybeans in Northeast and other producing areas to coastal processing companies is not timely, and transportation costs are also high.
Correspondingly, the four major grain merchants control the progress of global grain transportation.
Take Cargill as an example. The company controls the world's largest surface and land transportation fleet.
It has a dry bulk shipping fleet of more than 500 ships, loading cargo in nearly 1,000 ports around the world, with an annual transportation volume of more than 2 billion tons.
Although American soybeans need to cross the Pacific, the timeliness of supply and transportation costs are far better than domestic ones.
Imported soybeans are cheap. Faced with the huge profits brought by low-priced raw materials, my country's oil and fat industry has expanded blindly and irrationally.
At that time, domestic soybean processing was a well-deserved huge profit industry.
There are more than 1,000 oil processing companies. The main raw materials are domestic soybeans, which can generate a profit of 4,000 yuan per ton.
The profit will only be higher if imported soybeans are used as raw materials.
You must know that the average house price in Magic City during the same period was only 3,000 yuan per square meter.
As a result, old factories were expanded, new factories emerged in large numbers, and annual production capacity increased rapidly, and then there was a serious surplus.
Reliance on imported soybeans is also increasing.
The returns from domestic soybean cultivation are also getting lower and lower, and as labor and fertilizer costs rise, the cost advantage of soybean production will no longer exist.
This seems to be a dead end.
"Let's die. When the time comes, acquisitions and mergers will save these companies from danger." "We can do what the four major grain merchants can do."
Guo Yang was talking to himself, which made Xie Shijie, who had been following him, a little confused. He felt that his boss had been talking a lot recently.
“Boss, what are you talking about?”
“Get ready to do something big. Weren’t we not satisfied with acquisitions some time ago? You will be busy in the next year.”< br>
“Huh?”
"I've learned more about the soybean crushing industry recently, and it may involve acquisitions."
Xie Shijie was even more confused. He was not worried about money. After learning about the financial status of Weiguang Company, he became more motivated. .
But I don’t understand the soybean crushing industry at all!
Guo Yang is not worried about Xie Shijie's ability. As a top student in economic management, Xie Shijie has a strong learning ability.
Key companies have the ability to tolerate faults!
The company also needs young people it has trained, but this is far from enough.
The management of several major companies is still relatively rough. Basically, it is still his word, and there is not even the prototype of group management.
Integration within the company is also on the agenda, but it is not easy said than done.
He urgently needs to introduce a super-powerful management person who understands financial services, strategic management, marketing, global mergers and acquisitions, supply dispatch, retail business and professional academics!
But the most important thing now is to get through the soybean crisis.
For him, who knew the general trend of history, this was a feast of gluttons.
This is an excellent time to accumulate capital for expansion.
In this crackdown on China’s soybean industry, apart from the four major grain merchants making trouble, the three major speculators in the international market are not well known.
Goldman Sachs, Morgan Stanley and Barclays.
It has been reported that "the financial crisis has pushed up global food prices, and Goldman Sachs is the number one culprit of the food crisis."
These international capitals not only incited the US Department of Agriculture to publish false news, but also invested huge amounts of capital in this campaign.
The speculative capital of international funds in the agricultural futures market is approximately US$200 billion.
Starting from the end of 2003, the four major grain merchants and international investment funds poured into the soybean futures market. It accounts for more than 30%.
Soybean futures prices have entered a period of sharp rise!
The hunt begins.
Under such a situation, the capital Guo Yang controls: Hong Kong Island Company and Weiguang Company add up to about US$150 million, which has attracted much less attention in the soybean futures market.
There is every opportunity to make huge profits in the international soybean futures market!
Guo Yang also made a big attack at the right time.
Start early and gradually build long positions in the futures market, and the margin ratio is no longer conservative.
Pull the lever!
When the four major grain merchants and international investment funds were pushing up futures, the capital controlled by Guo Yang had already built 30% to 40% of the positions.
He then worked with international grain merchants and capital to push up soybean futures prices.
The price of soybeans in the spot market has also risen, and soon reached a high of nearly 4,000 yuan/ton.
The largest domestic soybean crushing companies have long been unable to sit still and are clamoring to go abroad to purchase soybeans.
A drama of chasing the rise and killing the fall is about to take place.
Just then.
An article was published on the front page of the Grain and Oil Market Newspaper.
This newspaper is quite influential in the industry, and almost all industry authorities and more than 90 large domestic soybean processing companies subscribe to it.
I saw a thick and big title printed on the header,
Food War: The hidden weapon behind the pillar of hegemony!
Once the article was published, it attracted widespread attention.
(End of this chapter)