Chapter 318 Meeting
The Milan River is a typical arid area watershed with an available volume of 118 million m.
The second phase of Luokash requires at least 30 million m, equivalent to a quarter of the entire basin.
This is a huge number.
The ecosystem in the basin is very fragile, and desertification has always threatened the survival of the oasis.
And alfalfa happens to be somewhat well-known in this regard.
Jiahe’s shareholding in Luo Potassium accounts for another 21.8%, and its voice on the board of directors is second only to CDIC.
However, in the past few years, it has been closely following the footsteps of China Development Investment and basically does not interfere with specific management.
So when Jiahe proposed to participate in the ecological environment management of Milan River, Li Shoujiang, then secretary of the board of directors and deputy general manager of SDIC Luo Potash, readily accepted the offer.
The Milan River Water Conservancy Project involves the Second Agricultural Division, Tower Management Bureau, Survey and Design Institute, SDIC Luokash, Ruoqiang and other participating units.
For Luo Potassium, having a reliable partner inside is naturally the best thing.
It was even suggested that Jiahe should participate in other ecological water transfer projects. .
After this experience, Guo Yang was a little confused. Has Jiahe entered a misunderstanding?
The country carried out numerous ecological management and ecological water transfer projects in the west during this period.
It is impossible for Jiahe to participate personally.
However, seeds and seedlings can be sold.
Improving the efficiency of ecological water delivery through the rapid promotion of water conservation plants.
No matter how much drought-tolerant crops are cultivated, what would happen if the water requirements of corn, soybeans, cotton and other crops were all reduced by half?
After being stunned for a while, Guo Yang still thought it was a bit whimsical.
Cultivating drought-tolerant and water-saving crops requires natural energy, and selling seeds and seedlings will only make money.
You can promote and sell plants, but you have to personally participate in ecological restoration and management.
The demand for natural energy is indispensable.
…
Hexi Dairy, Brand Publicity Department.
The office is full of energy.
"There are two days left for the 110-meter hurdles preliminaries. If you haven't prepared the information, hurry up and check again if you are ready."
"There can be no mistakes this time."
Left Wei stressed over and over again in the office.
During the last melamine incident, Zuo Wei’s speech to the media deeply moved consumers.
Some netizens said it exuded the brilliance of motherhood.
It has once again improved the brand image of Hexi Dairy and won the trust of many new mothers.
This World Athletics Championships is also very important for the brand promotion of Hexi Dairy.
"Sister Wei, can Liu Xiang really win the championship this time?"
"Whether he can win or not depends on whether he can win the championship." Zuo smiled and said: "Liu Xiang has maintained his condition very well this year, including the indoor competition. , has reached the top eight times before, and is also the favorite to win this time.”
“Liu Xiang is in great shape!”
"That's a bucket of milk every day!"
"Winning the World Championships again will achieve a personal grand slam, and I will be golden!"
"There is also the Olympic Games next year. ! ”
The group of people discussed enthusiastically.
Suddenly, an employee saw a piece of news.
"Sister Wei, the group headquarters seems to be on fire."
"Fire?"
"What's going on?"
"An article was posted on the NetEase portal about The article from the headquarters also comes with a video.”
Everyone has seen the video in the group that night and knows that the former richest man took his team to Jiuquan.
I was really curious about what NetEase posted.
Related links were found one after another.
Ding Lei appears on the cover of the video in the article.
The content is divided into multiple sections.
“The Gobi desert in the past is now an oasis and a sea of flowers.”
"The agricultural kingdom in the vast Gobi."
"The world's largest rooftop organic farm."
"Moving Happy Farm into the office."
"In the heart of the former richest man What is the best beer? ”
“How did honey milk, honey beer, and endless high-quality agricultural products come into being?”
After everyone watched it for a while, they felt that this matter might attract a lot of attention.
NetEase’s influence cannot be underestimated.
Happy Farm is also in full swing.
Zuo Wei reacted immediately and got to the point.
“Adjust the strategy for this promotion.”
"It's best to combine it with NetEase reports to form an interaction."
"There is also honey milk. Let me remind you if it can be launched in advance."
......
Guo After Yang got the news, he also opened NetEase's portal.
When Lao Ding left, he forgot to mention that Jiahe didn’t want to be in the limelight.
But it doesn’t hurt.
NetEase’s portal is meant to be a success. If there is traffic, it must seize it, not to mention it is a positive report.
My eyes stayed on the food sampling on the homepage for a while. This section has attracted steady attention for a long time.
Some retired old men and women like to watch these.
However, this has also put some pressure on several companies.
We can only make the random inspection procedures more objective and fair, and we cannot let others take advantage of us.
Then he also found the manuscript.
This is a travel record that introduces the management of the Gobi, the scenery along the way, and the beautiful scenery of Jiahe’s products and food.
After reading the entire article, Guo Yang felt that this was a manuscript written by a travel agency gunman.
It’s just that the protagonists of the incident are NetEase and Ding Lei, which gives people a very different feeling.
Not long after I posted it, there were a lot of comments underneath.
In addition to commenting on Ding Lei not doing his job properly, many netizens also paid attention to Jiahe.
Gobi flower sea, organic farms, beer, honey milk, etc. have attracted some attention.
There is really a lack of news about the Northwest on the Internet.
There are even fewer companies in the northwest.
Even netizens who surf the Internet rarely see Northwest IP.
The contact between NetEase and Jiahe this time has made more ordinary people aware that there is such a company in the northwest.
The Flower Sea Headquarters in the Gobi Desert, just a cursory glance shows how creative and bold it is.
Many people have put Northwest on their travel list.
There are still sporadic people complaining that Jiahe Supermarket is too far and too few, and some things are in limited supply, making it difficult to buy.
Now this promotion is even harder to buy.
Products such as popular honey are basically sold out as soon as they are put on the shelves.
Other products also have this attitude.
Don’t worry if you have too much debt.
We can only suffer the masses one more time.
This can also further illustrate the scarcity, and some people just like this.
......
"The former richest man is quite impressive. The flow of people in Jiahe store has increased a lot in the past two days."
In the conference room,
Before the boss came, the heads of Weiguang, Jiahe Cereals and Oils, Jiahe Supermarket, Huinong.com, and Jiahe International were also chatting.
"Ding Lei is a noble person of Jiahe Supermarket. He praised Jiahe's products in front of the media last time, and this time it brought traffic."
Dong Xu, general manager of Jiahe Supermarket, smiled.
The dim light Yang Cheng asked: "How many stores does Jiahe Supermarket plan to expand this time?"
Dong Xu thought for a while, "It's hard to say now, the plan will ultimately be decided by the boss."< br>
Yang Cheng nodded. During this period, except for Tencent and Apple, all Weiguang's investments in the stock market were cleared.
The money has to go somewhere.
He looked around at the people present. The most likely ones were the supermarket and Huinong.com.
Yang Cheng looked at Qu Sheng of Huinong.com and said, "Has Happy Farm and Huinong.com also benefited?"
Qu Sheng said with a smile: "The one with the fire. It is office potted plants, and the seed business is the main beneficiary, but the market is too small and needs to be expanded.”
At this time,
Guo Yang strode in, followed by Ning Xiaojing, Miao Lanchun and others.
After the meeting started, we got straight to the point.
Guo Yang said: "Let's start with Dong Xu. There has been a new situation in the supermarket in the past two days. What do your management team think?"
"There are two options."
Dong Xu’s assistant distributed the prepared information before talking in detail.
First, refer to the format of Wal-Mart + Sam’s Club and use financing to rapidly expand its influence across the country and even the world.
The other is to maintain the current business model, with Jiahe's high-quality agricultural products as the core, and to adopt a high-end user model.
The former involves financing and listing, and also requires changing the existing business model.
But in Guo Yang's heart, supermarkets are not a particularly good business.
As strong as Yonghui, Carrefour, and Wal-Mart, they are always on the way to closing stores in the future.
Jiahe has always focused on high-end products.
If we forcefully compete with the supply chain and cost performance, this will be incompatible with Jiahe’s current positioning.
Price, channels, promotions, personnel, and process management are not Jiahe’s advantages.
It’s just a product, this is the sharpest knife in Jiahe Supermarket.
It is never a certain business model that can be king. Whoever can handle the user group will be able to thrive in the market.
Guo Yang said: "Instead of copying other people's business formats, it is better to amplify your own advantages and win over users."
This is Guo Yang's thinking during this period.
The future is a super volume society.
There is no future or profit in low-price competition. There are already enough people and companies on this track.
Then Jiahe might as well achieve the ultimate in high-end.
For products purchased from external sources, the requirements will continue to be greatly increased, and those that do not meet the standards will be eliminated.
The system also strives for excellence.
Keep selling at high prices.
To be the most stylish supermarket in China.
…
Just past the supermarket is Huinong.com, which also ends quickly.
It has only one core, financing, introducing powerful partners, and building a national B2B agricultural product e-commerce market.
As for C2C, that is the blueprint to be drawn when financing.
With the improvement of rural infrastructure and the construction of information infrastructure, agricultural product e-commerce is also full of prospects.
Although it's a little early now, it can be done.
Moreover, Alibaba and JD.com do not dare to aggressively engage in e-commerce of agricultural products, but Huinong.com, backed by Jiahe, has the confidence to do so.
This is also a key factor in financing. …
When he heard that Huinong wanted to raise funds, Yang Cheng was excited.
This seemed quite abrupt in the conference room where Guo Yang's voice was the only voice.
Guo Yang joked: "What, the soul has returned to its place?"
Everyone laughed.
Yang Cheng smiled and said: "No, I think there is quite a lot of money in Weiguang's account, plus Tianhe, it will be enough to benefit farmers."
Guo Yang said: "Introduction Partners are the purpose, e-commerce is not stock trading.”
“Hahaha”
There was laughter in the conference room.
A-shares are a hot topic in recent times, and everyone’s stock trading is not just a boast.
There have been rumors within Jiahe that Weiguang has made a lot of profits in the stock market, and Yang Cheng even earned the title of ‘Jiahe Stock God’ because of this.
Qu Sheng joked: "Stock God, how many stocks can you recommend?"
"The question is, don't buy it now." Yang Cheng said: "If you want to buy it, you should also ask your boss to recommend it. The boss is the real stock god, and Wei Guang operates according to the boss’s instructions.”
Although Shimmer's operation was very dull, Guo Yangming gave Yang Cheng enough respect.
He didn’t want to say more on this matter.
“How much cash is there in Weiguang’s account now?”
“2.03 billion. Except for Tencent, Apple and the properties it holds, everything else has been sold out. By the way, the holdings Apple’s market value has doubled, do you want to reduce your holdings?”
“No”
Listening to the conversation between the two Gujing Wubo, Qu Sheng, Dong Xu and others felt uneasy in their hearts.
You also said you are not a stock god?
Even Gaode, who has a huge amount of money, looked at Yang Cheng in surprise, who had no sense of presence since the beginning of the meeting.
Qu Sheng couldn't help but asked: "If we are clearing our positions at this time, are we not optimistic about the stock market? Isn't it booming now?"
"When even the uncles and aunties who buy and sell vegetables are discussing It is already the most dangerous time to buy stocks." Guo Yang thought for a while and said, "If you have the tickets, sell them quickly."
People from Huinong and Jiahe Supermarket all exited the conference room one after another.
Gaode seemed to be a little unable to bear it.
“Boss, because of drought, locust disasters are breeding on a large scale in Africa.”
“Is the news accurate?”
“The news from Lao Yu is that due to continuous drought, Large numbers of locusts are spreading from North Africa to West African countries.”
"The food harvests of Mauritania, Mali, Senegal, Niger, and Chad are all threatened."
"Africa is really troubled."
Locusts are extremely destructive and can kill thousands of people in several countries. A large area of crops is eaten within minutes.
When an outbreak occurs at this time, cassava, millet and cash crops that have not had time to be harvested will be destroyed.
This is absolutely good news for Jiahe, which is long in grain futures!
Guo Yang asked: "Has it spread?"
"There has been no report from the international organization, but there have been changes in the futures market, and it has risen recently."
I felt confident again. After a big portion, Guo Yang said: "Weiguang and Jiahe Cereals and Oils will do their best to go long next."
"In addition to leaving part of the funds on hand to prevent and control unexpected risks, the rest are added, and the leverage is also Don’t control it at 4 to 5 times, go straight to 8 to 9 times.”
Guo Yang arranged it one by one.
At this moment, Gaode, who was steady, hesitated a little. Although the leverage of eight or nine times was not fully reached, it was almost there.
A slightly larger fluctuation may cause the position to be liquidated.
"Isn't it too radical?" Gao De said: "Domestic corn production will increase this year?"
Guo Yang hesitated for a moment and saw that only Gao De and Yang Cheng could He said softly:
“On the basis of last year, there will be an increase of 60 to 70 million tons. This does not include the increase in corn sown area across the country.”
"Hiss... so much?"
The total domestic corn output last year was 176 million tons. Based on this calculation, this year's corn output is stable at around 240 million tons.
Gaode and Yang Cheng, who knew this data for the first time, both had their eyes widened.
This is so fucking scary!
In 2006, world corn production was 688.7 million tons.
Corn production in the United States is 272 million tons.
Domestic corn production increased by 30 million tons last year, and most institutions predict that the increase in production this year will also be around 30 million tons.
This will directly increase production by 70 million tons?
Then how can we go long?
Gaode subconsciously said: "Do we really want to go long? Shouldn't we go short?"
Guo Yang shook his head, "This news is still secret. The market will not be able to react for a while. It will be at least March next year when the above statistics are completed and the data will be announced."
"But this year it will be announced in January. "Really?"
"It was announced in advance in response to potential risks, and the data was also combined with Tianhe's user survey." Guo Yang smiled, "Besides, statistics is a science."
< br>Gaode and Yang Cheng savored it carefully.
This sentence is very meaningful!
Guo Yang did not explain too much, and added: "And the rise in the commodity market is the general trend now, and it is a means for the United States to transfer the impact of subprime mortgages."
"The long-term depreciation of the U.S. dollar will only fuel oil and grain futures Speculative behavior. "
"Trillions of dollars will be withdrawn from the housing mortgage securities, stock and financial derivatives markets, and mortgage markets in the future."
"Jiahe. If you go short, you will only be drowned by the market torrent.”
Although the financial crisis has not yet broken out, Gaode and Yang Cheng both acquiesced to this fact under Guo Yang’s indoctrination.
Looking back now, even if the news of increasing production by 70 million tons is released immediately, it will not be able to stop the trend dominated by Lao America.
It is better to keep it secret and wait until the critical moment to release it...
“Indeed, now is the best time to go long.”
“The key is to find the reversal. "
Listening to the discussion between the two, Guo Yang said: "The reversal will have to wait until at least next year's summer harvest, or even the autumn harvest."
"It will take that long?"
"What a disaster!" Guo Yang repeated it again.
Yang Cheng didn't understand. Gao De thought for a moment and said, "A locust plague in Africa?!"
"It's almost September. If the locust plague is not under control at this time, it will basically be Once the locusts become adults, they will not be able to escape next year’s locust plague.”
“Many African farmers will even give up sowing because they will think that the food will eventually be eaten.”
"Also, this year is an El Niño phenomenon, and disasters have occurred frequently in the first half of the year. Now only South America has not... South America???"
"September and October are the planting season in South America. If there is another disaster at this time, The problem is also caused by many factors, but will it happen?"
Gaode analyzed it bit by bit and figured out the key nodes.
Regardless of whether there will be problems in South America, there are enough reasons to go long.
The right time, the right place, the right people, and the right people are all there. Do you still have children with the money you have?
Go long!
Go long!
Go long!
The purpose of the meeting was quickly achieved.
Follow the general trend in the futures market, work hard to go long, and then make money! make money!
This is the next most important thing for Shimmer and Jiahe Cereals and Oils.
Guo Yang pondered for a moment, "One more thing. It is best for Jiahe to invest in one or two banks at home and abroad."
Gaode and Yang Chengran.
……
Finish the meeting.
Guo Yang sat quietly alone for a while.
In the next year, the gains in the futures market will be the confidence that Jiahe dares to promote the national desert park project.
The National Desert Park is the project that covers half of Zhejiang.
From finance to industry, if you spend tens of billions, there will always be some splashes.
No matter how bad things go, as long as there is natural energy, the core industrial business of agriculture, forestry, animal husbandry and fishery can always maintain its leading edge.
At the same time, it also adds another layer of amulet to oneself. How many rich people in the country would do such a thing?
Let’s not talk about ecological restoration, just as far as agriculture is concerned.
Many companies take advantage of the convenience provided by the state to agriculture itself and take the opportunity to invest funds in other high-profit industries.
This situation is not uncommon.
Contrary to the original intention of industry development.
If Jiahe really invests the money earned from the financial field into ecological restoration and agriculture, how many people will be qualified to touch him in the future?
For Gaode and Yang Cheng, although they understand the bottom line of increasing corn production, Guo Yang actually still has many reservations.
For example, in the destruction caused in the United States, red fire ants and caltrops are not vegetarians.
Both of them are released in the Central Plains, which is also the main grain-producing area in the United States. Not surprisingly, they will also cause a reduction in production next year.
The year after next will probably be even worse.
Domestic corn ethanol processing has not been stopped and is still developing in full swing... but the upper levels can stop it at any time.
So, the timing of the reversal depends on when international capital focuses on the domestic grain market.
But in order to add another layer of insurance, Guo Yang called Yu Qin and Yu Honghai successively.
Get the answer you want.
There are already many biological agents for locust control in the world.
It just has some bad characteristics.
Due to the drought in the summer, a locust plague almost occurred in the northwest, so King Quan also started research in this area.
The disadvantages are more effective and broader-spectrum strains, as well as factors such as cost.
What Guo Yangneng can think of is to provide strains with better biocontrol factors.
Can seed stores grow fungi?
He thought he could give it a try, or indirectly cultivate the desired fungal reagent through locusts.
It seems that the existing biological inoculants for locusts are isolated from locusts, so it theoretically works.
Guo Yang vaguely remembers that locusts broke out in China later, with heavy losses, so be prepared.
From Yu Honghai, Guo Yang also learned that the seed business in Africa is doing well.
In some African countries with agricultural foundations, Jiahe provides various means of production to farmers and farms on the condition of buying back the grain grown by farmers.
Corn, cassava, rice, wheat... have gradually opened up the market.
It is not yet certain whether the buyback will be successful, but the situation is indeed opening up quickly.
And these can increase production.
There are also bananas, seedlings have also begun to emerge in seedling factories...
Perhaps the locusts that hatch in the next few months will have an impact that is beyond the expectations of the international community.
August 29th.
At the business meeting of Alfalfa, Tianhe, Quanwang, Fengkai, Donghe Agricultural Machinery, Jiahe Cereals and Oils, Hexi Dairy, and Hexi Animal Husbandry, Guo Yang once again emphasized his assistance to Africa.
In addition to exporting agricultural inputs, we must also work hard on agricultural technology.
Overcome any difficulties first, at least to suppress next year's locusts to a certain extent, so that farmers can sow seeds.
Provide more favorable factors for mastering reversal short selling.
These companies are also the main performance drivers of Jiahe.
The reason why these people are brought together has only one purpose: the entire agricultural industry chain.
Jiahe’s business is mainly concentrated in the agricultural field, and the industries are highly complementary.
After several years of development, the main business has achieved a leading position.
In the development of the entire industry chain, certain results have been achieved, but it is far from enough.
Jiahe can truly be called a complete industrial chain with four industrial chains: corn, wheat, soybeans, and milk.
Planting and breeding - acquisition - warehousing - logistics - processing - sales, this is the mainstream full industry chain model in the world.
This is also where the gap lies between Jiahe and the four major grain merchants.
(End of this chapter)