Chapter 223 Outshines
The importance of agricultural machinery is self-evident, and there is even a saying that the fundamental solution for agriculture lies in mechanization.
However, domestic agricultural machinery manufacturers have been in a state of meager profits for a long time. In order to support the development of the agricultural machinery industry, the country launched an agricultural machinery subsidy policy in 2004.
The first is to subsidize farmers so that they have money to buy agricultural machinery; the second is to subsidize agricultural machinery companies to give them room to increase prices.
However, the speed of price increases cannot keep up with the increase in steel prices.
Fengkai Agricultural Machinery is a hot seller. It ships 1,780 tractors every month. Together with supporting equipment and diesel engines, its monthly sales are about 180 million yuan.
The actual profit rate, compared with 27% last year, has dropped to 20% this year, which is a monthly net profit of 36 million.
The profit margin is not even one-third of that of Tianhe and Alfalfa, but it is already the most profitable company in the industry.
Others, such as China YTO and Dongfanghong, have made slight price increases, and their profit margins are only 10%-15%.
Small brands can be considered good if they can maintain 5%-10%. If the steel price fluctuates slightly, it will be very uncomfortable.
At this time, I have to mention the Agricultural Machinery Association of Shandong Province, which takes the lead in a series of measures such as unified procurement between agricultural machinery companies and Taigang Group.
On the contrary, Weifang's agricultural machinery industry chain has taken advantage of the momentum of agricultural machinery subsidies to stand out from the encirclement.
Come back to your senses.
Guo Yang sorted out all the problems he had encountered in the past few days.
Fengkai currently has 15,000 workers, but in order to maximize production capacity, the number of employees must be more than 20,000.
In addition to the assembly line workers, a small part is used to assist in handling, assembly and other processes, which is time-consuming and labor-intensive.
The same is true for Tianhe’s seed production line and logistics distribution system.
Lack of support from digital and intelligent equipment.
Huinong.com and drones that also require core algorithm support have become the best entry points.
In the future, DJI’s plant protection drones, such as the T20, T30 and T50 plant protection drones, will be more advanced than people today can imagine.
The operation scenarios are diverse,
from the initial single spraying of pesticides to areas such as crop topdressing, direct seeding of rice and rapeseed, regreening of grasslands, and feed feeding for fish and shrimp farming.
DJI drones are everywhere in orchards, tea gardens, and fields.
Guo Yang also knows a little about its development path, starting from the aerial photography market.
When he had an idea, Guo Yang didn’t hesitate.
After returning to the office, a small meeting was organized to establish the investment direction in the drone field.
Fengkai’s self-research is also carried out simultaneously, accumulating experience in core algorithm development and reserving talents.
After one meeting comes another.
Yan Qun, who has been involved in seed production and processing since the festival, was also called over.
On the other side, there was Guan Cheng and a young man with long bangs.
Guo Yang recognized it at a glance, Zhao Rang from the test team of Fengkai R&D Center.
I met him at the Yumen harvest demonstration last year, and the Guwang corn combine harvester he drove was also the subject of discussion this time.
When everyone was in place, Guo Yang said, "If Tianhe wants to build its own corn seed production base, it must make up for the shortcomings of mechanization of the entire seed corn production process."
Yan Qun looked at the slightly younger Zhao Rang and hesitated slightly.
“I also saw last year’s Ceres corn combine harvester. It is indeed very good and very efficient, but the seed damage rate does not meet the requirements.”
"The two production links of tasseling and harvesting are the key to restricting the entire mechanized production of corn seed production."
Guan Cheng said: "The harvester is okay. It can be improved on the basis of Guwang, and the tasseling machinery will be better." It’s a little more troublesome.”
“Since seed production companies cultivate a large number of seeds, there are still problems such as inconsistent cultivation specifications...”
After discussing for a while, the tasseling machine cannot be found yet. The direction of research and development.
We can only put it aside for the time being and replace it with manual labor first. Thinking on the bright side, it will also provide employment opportunities for the local area, and the social influence will be greater.
"The northwest factory will also set up a research and development department, which will be responsible for the long-term research and development and update of the full-scale corn production machinery. Guan Cheng, you will send someone over later."
Guan Cheng pointed to the young man next to him, "I am going to let him Zhao Rang, come here.”
Guo Yang and Yan Qun both looked at Zhao Rang in surprise. He had long slanted bangs, a slender body, and wore black-rimmed glasses. The feeling of spectrum.
Guan Cheng also seemed to understand what his boss meant, "Zhao Rang is a graduate student majoring in agricultural mechanization and automation at Xinjiang University. He has very unique ideas in the innovation of intelligent agricultural machinery equipment."
Zhao Rang He also showed himself confidently. When he first looked at Guo Yang, he was also stunned.
Then I realized that I had seen him last year, but unfortunately I didn’t recognize him at the time.
Zhao Rang said: "I also have some ideas. The mechanized development of corn must be combined with planting patterns, field management, and cultivation techniques."
"Develop a new method that can adapt to different plots of land." , machinery for different cultivation modes and different growth conditions.”
“We need Mr. Yan’s assistance in the future.”
Yan Qun said: “It should be done.”
Guo Yang doesn’t have anything good to say. He is a second-hand player in terms of agricultural machinery technology, so he must listen to the professionals.
…
For several days, Guo Yang spent time in various meetings.
While the core team has not yet gone on business trips, they each communicated about this year's work tasks.
In addition to agricultural production, Shiguang’s investment is also beginning to adjust.
Weiguang's assets are mainly divided into three sectors: US stocks + Tencent + real estate stores.
The global financial crisis in 2008 is approaching, and Guo Yang also knows that there will be a big bull market in China in 2007.
First, overseas.
In 2005, the United States also raised interest rates eight times in a row. At the end of the year, the Dow Jones Index was once again forced to reach 11,000 points.
So overseas assets remain profitable.
The original assets of Weiguang Company in the US stock market were approximately 5.67 yuan, which increased to 629 million yuan in more than a year, an increase of approximately 10%.
Guo Yang’s strategy is for Weiguang to reduce its holdings in stocks such as Microsoft and Amazon and concentrate on Apple.
The first-generation iPhone should be released in the past two years. The future is most certain. We may reduce our holdings before the financial crisis, or not reduce our holdings at all.
Then there is China, which has been adjusting since years ago.
The 400 million yuan loan obtained from the real estate mortgage was used to buy Tencent stocks at the same time, while also lurking in A-share financial, insurance, real estate, consumer and other stocks.
Weiguang currently holds about 106 million shares of Tencent in Hong Kong stocks, and the overall holding cost is about 5.5 yuan.
Guo Yang took a look and saw that Tencent's stock price was still hovering below 10 yuan, and it was not in a good situation recently. China Mobile launched Fetion.
While the stock price is on a downward trend, Tencent has announced a US$30 million buyback plan.
Weiguang’s shareholding in Tencent has reached 5.3%, and it has raised its flag once. Now it has to issue an announcement for every 1% it buys.
In disguise, it is also pushing up the stock price.
According to Yang Cheng, the price-performance ratio is not high, but Guo Yang ignores it. The market is not optimistic about Tencent. That is a market problem.
What does it have to do with me, Guo?
The announcement is just an announcement.
Time passes day by day, and various companies have also entered the work rhythm.
Guo Yang also took the opportunity to rest for a few days. His elder brother and sister-in-law came to Jiuquan and played with him for a while.
...
Jiuquan has bid farewell to the last spring snow, and February is about to end.
After the cold wave, the temperature gradually warms up.
A report attracted Guo Yang’s attention.
[Red Alert from Shanggu Industrial and Commercial Bureau - More than 100 tons of counterfeit brand-name seeds flowed into the market]
Guo Yang said to himself: "The response is still a little slow. 100 tons of seeds is not a small amount. At least several thousand acres of land will have to be reduced." Tianhe had reported it more than ten days ago, but he did not expect that there would still be seeds leaked. Entered the market.
Fortunately, a large number of counterfeit brand-name seed packaging bags were seized.
The effort is not in vain.
At the same time, companies such as Denong have also stepped up their efforts to combat counterfeiting.
Only Denghai Pioneer Company played a trick, and the technical and service personnel from Northeast China and Huanghuaihai sent back the news.
Denghai Pioneer Company adopted the same field demonstration model this year, and mainly promoted Xianyu 335.
Xianyu 335 has a high starch content, and the purchase price of the processing factory is 2 cents higher per catty, which is more than 400 yuan per catty.
It is still far worse than Tianyu No. 1, but it is much better than other varieties.
The most outrageous thing is that Denghai subsidized single-grain seeders on his own, taking over the work of the agricultural machinery department.
Xianyu 335 and Tianyu No. 1 both use single-grain seeding, and farmers also need to purchase single-grain seeders. Many single-grain seeders are not included in the subsidy catalog.
In order to facilitate promotion, Denghai subsidizes some simple and lightweight seeders on its own.
For a time, the sales of Fengkai’s precision seeders in Northeast China and Huanghuaihai were affected.
When Guo Yang saw this news, he couldn't help but laugh.
Li Denghai does have two brushes.
Denghai Pioneer also has strong execution ability.
Field technical services are not easy. Tianhe also spent two or three years trying to form the current system.
However, Xianyu 335 can still only pick up markets that Shitianyu No. 1 cannot cover.
In the current corn seed market, Tianyu No. 1 can be said to stand out from the crowd.
Northeast.
Ji Province, located in the golden corn belt, is a battleground for military strategists in the national corn seed industry.
In Lishu County, a certain street is lined with dozens of seed shops, with various eye-catching seed promotion posters posted on the walls and doors.
Xianyu 335, Nongda 108, Zhengdan 958, Dr. Jin, Yedan 13, etc., there are various varieties.
There are many farmers who buy and select seeds, but if you observe a little, you will find that there are very few farmers who buy corn seeds.
The only exception is Qiushi Seed Industry.
It hung a big red banner on the door beam, "Look for Tianyu No. 1 corn seeds - the exclusive agent!"
The store of Qiushi Seed Industry was crowded with people, coming to buy seeds. There is an endless stream of farmers.
I saw all kinds of seeds arranged in an orderly manner on the shelves, with both bagged and bulk seeds available.
The store clerk is also busy introducing seeds.
There are also some growers lining up in front of the counter. There is no doubt that these people are here for Tianyu No. 1.
After a while, it was the turn of the next tall farmer.
The shop owner asked: "How much do you want? Do you want to get the goods today or make a reservation?"
The farmer's name is Gao Jianjun, who manages more than 300 acres of land, but he said a little embarrassedly: " Can I order 1,000 pounds of Tianyu No. 1 on credit first?”
The store owner frowned, “I definitely can’t do it on credit. You have to pay a deposit to make a reservation, and you have to pay the full amount to get the goods.”
"The grain hasn't been sold yet, so I have no money!"
The shop owner looked at him expressionlessly, another one who was reluctant to sell. Although the weather was bad last year, the planting area was large, so the price of corn was only 0.5 yuan/jin.
Many farmers hold the recovered grain in their hands and are unwilling to sell it.
I didn’t expect it to be only 0.48 yuan per catty this year.
After a stalemate for a while, the farmer at the back was unhappy and shouted: "If you don't have money, just go back and sell the grain before you come back!"
"Yes, it has always been kept at home. It’s even more uneconomical. After being stored for so long, the corn kernels have become drier.”
Gao Jianjun said angrily: "MD, there is less water, why should we sell it cheaper?"
"Who can blame you? Who told you not to sell it last year?"
Gao Jianjun He asked back: "It was so cheap last year, and you all sold it?"
"Sold it!"
"The yield per mu is two thousand catties, who cares about the one or two cents? Don't you also rush Do you want to buy Tianyu No. 1 because of this? ”
"Hey, thanks to Tianhe's technical service staff last year, they helped me sell the grain at a reasonable price."
The shop owner looked at the customers who were still queuing behind him and advised: "Go back and buy the grain cheaper." Sold, now that Tianyu No. 1 is in stock, prepare to plant it as soon as possible.”
“Yes, there is no such thing as planting Tianyu No. 1 early.”
“Hurry up. Don't delay things."
Gao Jianjun walked out of the team helplessly, sighing secretly, but unwilling to leave, looking at the scene of other farmers waving banknotes to buy seeds.
"The seed payment is 12,000 yuan, and I paid a deposit of 5,000 yuan, and there is still a shortfall of 7,000 yuan."
"20,000 yuan."
"30,000 yuan..."
Gao Jianjun even saw his boss answer a phone call midway. A farmer's cooperative requested delivery of 31,500 kilograms of seeds.
More than 900,000 yuan in seed money alone was transferred.
He silently calculated that if the cooperative had planted Tianyu No. 1 on more than 9,000 acres of land last year, its profit would have been about four to five million yuan.
In fact, Gao Jianjun did not suffer any loss, but production was reduced last year and the price was still sluggish. Who would be willing to accept this!
Sold at the current price of 0.48 yuan, it is equivalent to working hard for a year and not losing anything.
Gao Jianjun left helplessly.
We can only sell grain. There is still one month left before spring sowing in Kyrgyzstan, but looking at the current queue, we may not be able to buy the seeds again in another month.
Outside the store of Qiushi Seed Industry, farmers would load large bags of seeds into their cars from time to time.
It is really the envy of other seed shops around.
From time to time someone would whisper.
“What will happen if this continues!”
“I think in the future, farmers will all grow Tianyu No. 1, and everyone will have to close their doors.”
“Xianyu 335 is okay, and some people are buying it.”
“It’s not enough to get stuck in your teeth.”
“Hey, you’ve already hung up the Xianyu 335 brand, why don’t you hang it up? There’s a Tianyu No. 1 guy. Look how good the business is.” Are you selling fake seeds?”
“Tianhe Seed Industry doesn’t give people a way to survive”
“Let’s sell other seeds.”
“Now we rely on rice and soybean seeds to survive, not even Zhengdan 958.”
At the same time, Xu Xiaoxue from Seed Industry Weekly , as well as agricultural reporters from various places, have all noticed the strange phenomena in the corn seed market this year.
Most corn seed counters are empty, and even the market share of Zhengdan 958, which was a best-seller in previous years, has shrunk significantly.
Some small and medium-sized seed companies are even more in danger.
Only Tianyu No. 1 stands out.
The market share in some regions even accounts for 70%!
(End of this chapter)