Chapter 320: Edible oil prices rise
The 2008 Olympics was a huge event.
In the past and future Olympic Games, it was difficult to compare with it. Until more than ten years later, it was still often compared.
Athletes, media reporters and audiences from all over the world are the best opportunity for Hexi Dairy’s globalization strategy.
Using the Olympic platform to promote a wave of products, Liu Xiang’s performance at the Olympics can drive another wave of sales.
The current investment is worth it.
…
The business section meeting is over.
On September 2, people from the natural environment restoration section came to the headquarters one after another.
Shahai, Qinghe, Falcon, Xiangyang Lake, and Alfalfa also want to participate.
When Guo Yang walked into the conference room, Lu Hanbin, Bao Xinyu, Xie Shijie, Ye Sheng, Zheng Wang and others were already there.
Everyone was playing with the stones.
“As expected, today is a meeting of landlords, and everyone is playing with ornamental stones. There are so many in the Gobi, you can pick them up at any time!”
“Lao Bao brought them, It’s quite interesting.”
Guo Yang looked at Bao Xinyu and said with a smile: “Instead of bringing camels, we brought stones instead.”
"I also brought some camel stems." Bao Xinyu also handed three stones to Guo Yang.
"Boss, this is for you. Agate stone, jasper and yellow wax are all specialties in Agate Lake."
Guo Yang observed for a moment, the color and shape are very unique Features are rare treasures.
Bao Xinyu continued: "There was a drought some time ago, and locusts appeared in Urad. Fortunately, the drone discovered them early and controlled them in time."
"Then we sent them to the local government. I brought some stones over, and I just brought them over this time.”
"Okay, I'll accept it." Guo Yang sat down and said, "Let's have a meeting first, landlords."
Looking at the area alone, it is not an exaggeration to say that these people are landlords.
The sand sea is 1.15 million acres of desert, the green grass is 2 million acres of Gobi grassland, the falcon is 600,000 acres of grassland, the alfalfa is 300,000 acres of Gobi + 1 million acres of saline-alkali land + 400,000 acres of alfalfa.
The total is 5.45 million acres, which is approximately one-fifteenth of the Great Northern Wilderness.
Guo Yang said: "In the beginning, these lands were not good farmland, nor were they good grasslands and woodlands."
"But after several years of hard work, the results can be seen. The saline-alkali land has turned into fertile soil, the desert has turned into woodland, and the degraded desert and Gobi have turned into grasslands with flocks of cattle and sheep."
"Now is the time. When the fruits are harvested. ”
The Cistanche deserticola in Shahai, the cattle and sheep of Qinghe and Falcon, the tourism resources of Qinghe, Shahai, Falcon, Xiangyang Lake and Alfalfa.
These are all ways to monetize.
Guo Yang also sorted out the development ideas of the entire industry chain with everyone again.
Everyone had an opinion.
Sufficient preparation and intense thinking during this period made Guo Yang familiar with the entire industry chain.
The development ideas of each company were easily figured out under his leadership.
Qinghe still follows the organic route, and its main products are beef and mutton, shelf-stable vegetables, sea buckthorn, and fresh corn.
Shahai focuses on Cistanche deserticola, licorice and other Chinese medicinal materials, supplemented by kenaf, honey...
In addition to cooperating with Hexi Animal Husbandry, Falcon also takes care of the breeding of ordinary beef sheep. At present, the main focus is on expansion, but preparations for processing must be made early.
In addition, a tourism company must be jointly established to develop its tourism resources, including Dunhuang West Lake and the future National Desert Park. The tourism company plans to seek listing.
As each process was being arranged, Lu Hanbin couldn't help but ask: "What about the next ecological management of the Sand Sea? Are you going to Dunhuang?"
Guo Yang took a look. Lu Hanbin's dark face smiled and said: "Are you addicted to doing it?"
"If you ask me to run the company's business, I am not very good at it. Desert control is suitable for me."
"We all have to learn."
Guo Yang pondered for a moment and said the most important decision today.
“The group will establish a separate ecological environment management company to be responsible for the ecological restoration of the National Desert Park.”
“The main personnel will be transferred from Alfalfa, Shahai, Falcon, and Qinghe , but it will not be forced, it will be voluntary.”
If it were just the Dunhuang Wetland, alfalfa would be enough.
However, the National Desert Park is too large and involves a variety of terrains, so alfalfa may not be able to handle it.
Think about it.
The correct solution is to integrate the best personnel in all ecological restoration fields of the group.
However, the natural environment restoration sector has been having a hard time in the past few years. Seeing that the environment has improved, it has begun to see benefits.
Forcibly transferring people at this time will cause some bad effects.
So, volunteer.
Lu Hanbin did not hesitate, "Count me in and sign up in advance."
Guo Yang hesitated. He didn't know if it was a good thing for Lu Hanbin to stay in the desert area for a long time.
In addition to spiritual needs, people also need to enjoy life. Lu Hanbin is a bit too extreme.
“We will talk about this after the project investment agreement is signed. Let’s go back and find out first.”
"Alghe Engineering Department can handle the preliminary work."
Lu Hanbin nodded, as long as there is a chance.
After all, the 1 million acres of desert project in the Badain Jaran Desert has not yet been completed, let alone the connection with the Golden Pagoda to blockade the Badain Jaran.
After consecutive meetings, Guo Yang has completed another thing on his mind.
Today's Jiahe, if broken down, has more than twenty sections.
Alfalfa, Tianhe, Denong Agricultural Materials, Fengkai, Donghe, Hexi Dairy, Hexi Animal Husbandry, Quanwang Biology, Jiahe Cereals and Oils, Jiahe Supermarket;
Shahai, Qinghe, Falcon, Xiangyang Lake;
Huinong.com, Shiguang (Blue Star), Jiahe International;
In addition, the existing biochemical energy division, future ecological environment restoration, wine and beverages, Seafood and aquatic products will be listed separately.
Jiahe Nutrition and Health Research Institute may also be derived from Jiahe Food.
And under each subsidiary, there are also some overseas branches.
In this way, an agricultural industry group with agriculture, forestry, animal husbandry and fishery as its core was initially formed.
In the future, some peripheral companies can introduce more partners or go public to form a deeper moat.
…
The ship turned around due to disaster.
Jiahe's concentrated ownership has disadvantages, but it also has advantages, and it is easier to adjust.
Like the national food, it won’t work.
The national grain supply at this time was also huge.
Took over Tunhe, Xinjiang Province from the Delong Group, and entered the tomato paste and beet sugar processing industry;
Controlled China Resources Biochemical, China Resources Alcohol and Jilin Fuel Ethanol, and entered the fuel ethanol industry;
Acquired Shenbaoheng, changed it to Guofang Real Estate, and entered the real estate industry;
Controlled the listed company Fengyuan Chemical. At this point, the biomass energy platform of Guofang Group was formed.
There are state-owned enterprises, private enterprises, joint ventures, overseas institutions, and their subsidiaries are intertwined. Every time such a giant reforms, it is like a dragon turning over.
At the same time, debt ratios and management risks have also increased rapidly.
Jiahe's mergers and acquisitions are not that fierce. Its main business is based on itself, and external acquisitions are only auxiliary tools.
Although it is a bit slow, it is very stable.
Guo Yang believes that there is no need to rush. It will take some time for the advantages of upstream animal and plant species to be transferred to downstream products.
But soon he didn't think so anymore.
……
“Boss, the price of edible oil has been rising frequently recently. The National Development and Reform Commission sent a letter of interview, hoping to keep the price of edible oil stable.”
After Gaode's voice came, Guo Yang was stunned, "Isn't the soybean harvest coming soon?"
Gaode said: "The cost of raw materials is too high, peanuts and imported genetically modified soybeans have been If prices rise, oil companies have very low profits and have to raise prices.”
“Let’s talk about it,” Guo Yang said, “It should be more than just Jiahe Grain and Oil.”
Gaode. He smiled bitterly and said: "Jiahe is just incidental. This time Lu Huadai is the leader, followed by Arowana and Fulinmen."
"Okay, I understand."
After hanging up the phone, Guo Yang asked Ning Xiaojing to collect relevant information.
After a while, a bunch of them were collected.
"Yangcheng Daily", "Grain and Oil Market News", "Securities Daily", "International Business News" and other media have successively reported on changes in the edible oil market.
“Import costs have skyrocketed, and the price of edible oil feeding machines has increased.”
“Edible oil is brewing a new wave of price increases.”
"Grain price transmission: Arowana and Fulinmen are planning to raise prices by 10%."
"Edible oil prices have skyrocketed in various provinces, and citizens are rushing to buy after hearing the news."
It took some time to collect a bunch of After reading the information quickly, Guo Yang had an idea.
According to convention, the off-season for edible oil consumption is from after the Spring Festival to August and September.
But this year’s market is a little weird.
Guo Yang still remembers that when he was still in Guangdong Province in May and June, the price of edible oil soared against the trend.
An increase of nearly 15% compared with the same period last year.
The price of edible oil in major supermarkets is rising step by step, and citizens are shouting "it's so expensive."
It was also the increase during that period that brought Jiahe Grain and Oil’s soybean processing close to breakeven.
But this time the industry leader took the lead in raising prices.
The biggest increase was for Luhua peanut oil, with the retail price of a 5-liter bottle rising from 80 yuan to 105 yuan.
Brands such as Arowana and Fulinmen have also raised prices by 10 to 20%.
Jiahe also followed suit and raised the price a bit.
The reason for the increase is the increase in the cost of raw materials such as peanuts, soybeans, and rapeseed.
Logically speaking, price increases are a good thing and are in line with Jiahe’s current strategy in the futures market. Soybean processing is gradually becoming profitable.
They are all making money!
Guo Yang was not very happy.
“Without the right to speak, not only do I have no sense of participation, but I am still a piece of cake on the chopping board.”
Yihai Kerry, Guoliang, and Luhua accounted for 60 to 70% of the total.
Yihai Kerry and Guoliang have been entangled with each other since they jointly founded Arowana and now they are separated and opposed.
Yihai Group, a joint venture between ADM and Yihai Kerry, has taken a stake in Luhua.
The three appear to be Luhua raising prices due to the sharp increase in peanut raw materials, and brands such as Arowana and Fulinmen followed suit.
Maybe there is a connection behind it.
The pricing power of edible oil has been lost.
……
Guo Yang thought for a while.
The rising cost of raw materials such as peanuts and soybeans is a market behavior. Terminals cannot survive without price increases.
There are also means of regulation. Since the autumn harvest has not yet begun, the release of state grain reserves can stabilize grain and oil prices to a certain extent.
But you chose to have an appointment again?
The specific purpose is intriguing and Guo Yang does not know.
If it is just an appointment, it will not have any impact on the company.
The facts were as Guo Yang expected.
In the next two days, Yihai Kerry, Guoliang, Luhua, Jiahe and other companies were interviewed one after another.
But we had an appointment a few months ago, and we agreed well, but in the end the price also kept rising.
This time several companies did not agree.
Just after the incident, Guo Yang even saw a report: It was difficult to stop the price increase by talking on paper.
Just give him a hard blow. "The increase in edible oil prices requires interviews with companies, so why not interview the 'Three Barrels of Oil'?"
There was a lot of discussion in the media.
“Multinational grain merchants are calling the shots, and edible oil is rising.”
“Who is behind the rise in edible oil prices?”
“Behind the skyrocketing rise in edible oil, are foreign investors controlling pricing power?”
After experiencing the turmoil in 2004, there is no shortage of professionals in the country who are concerned about domestic The analysis of the soybean industry is thorough.
The four major grain merchants have long been unveiled.
More than half of the 97 large-scale oil and fat processing plants in China have foreign investors holding shares or holding shares.
85% of the imported soybean trade volume is in the hands of the four major grain merchants.
The raw materials are abroad and the processing is at home. How can we deal with this?
In the analysis of professionals, the reason for the rise in edible oil is that the raw materials, processing and supply are controlled by others.
“Downstream brands such as Arowana earn hard-earned money.”
“The profits of international grain merchants and squeeze companies are lower than each other.”
"The increase in terminal prices has not led to an increase in income from the planting end. The profits are all in trade."
Some remarks have attracted social attention, and the public has also paid attention to the rise in edible oil prices.
In this case, the National Grain Reserve took action.
First, 100,000 tons of rapeseed oil was put into the market, but the effect was not ideal and gave people a feeling of lack of confidence.
Subsequently, it was announced again that 300,000 tons of state-owned oil reserves would be put into the market to stabilize prices.
As if to say: "Just let the horse come over."
This gesture made Guo Yang amused.
“There is something about this operation.”
The market has also received positive feedback, and the price of edible oil has stabilized, but it has not fallen much.
But the media are still paying attention.
This time we started analyzing grain trade.
Unlike National Grain, the economic strength of National Grain Reserve is relatively weak, not even among the top 500 companies in China, but it has a stronger official color and assumes the main regulatory tasks and responsibilities.
Generally speaking, national grain storage does not involve manufacturing products, but only involves the purchase, sale and storage of grain.
The world's best in warehousing.
But there is almost no flour, rice processing, soybean crushing, or corn processing.
Some media issued an article saying:
“The national grain storage hardware facilities are first-class. Although the overall economic strength is still far behind compared with the national grain, in the field of grain circulation, especially in the fields of grain purchase, storage and sales, It ranks first in the country. ”
“However, several major multinational grain merchants have accelerated the allocation of grain and oil production, processing, and trading resources on a global scale. After occupying most of the market share in my country’s oil and fat field, they have begun to expand domestic grain trade. business, and is deeply involved in my country's grain field. It is promoting the adjustment of my country's grain circulation pattern. "
...
"How should the national grain reserves respond to new challenges?"
Yang Heng and Qi Zihua of the project team raised this question to Guo Yang when reporting on their work.
“Challenge?” Guo Yang chuckled, “Don’t be led astray by the media. The risks are indeed there, but they are not that serious.”
“In the state grain storage warehouse, the No one knows how much food is being produced."
"What about soybeans?" Yang Heng asked: "The production of domestic soybeans this year is reasonable."
The formulation process of soybean subsidy policy. Yang Heng participated on behalf of Jiahe.
Direct grain subsidies will definitely drive enthusiasm for soybean germplasm.
What’s more, there are also coastal saline-alkali lands and soybean planting areas in arid areas of the northwest. Driven by Jiahe, the planting area is also increasing rapidly.
So Yang Heng predicts that the output of domestic soybeans this year should be pretty good, but the market seems to turn a blind eye to this.
Guo Yang smiled and said: "This is related to the layout of the entire industry chain of international food globalization."
The word "whole industry chain" has been used frequently in Jiahe recently. Mentioned, but when it comes to the world, few people can say it clearly.
"Do you know their operating techniques and processes?"
Yang Heng and Qi Ziwen shook their heads.
Guo Yang said: "In fact, the logic is not difficult."
"International grain merchants have long controlled the soybean industry chain in North and South America, controlling more than 70% of the world's soybean supply, and controlling global soybean supply. Trade. ”
“Previously, the operations of multinational grain merchants in China finally formed a layout of raw materials abroad and processing in China.”
"These grain merchants sell soybeans at low prices to their trading companies, and the trading companies are generally registered in tax havens such as Virgin Islands and Singapore."
"Then they sell the soybeans at high prices and separate the production and processing links. The profits are transferred to the trade link. "In this process, tax avoidance can naturally be easily achieved." On the other hand, the processing profits are also transferred to avoid the taxes of the soybean importing country.”
“Therefore, on the surface, the profits of foreign-invested crushing companies are not high, but in fact. It has transferred profits through its global industrial chain.”
Yang Heng and Qi Ziwen were fascinated by the analysis.
Now it’s clear!
But that’s not right either.
Yang Heng asked: "Then why are there frequent price increases this year? Isn't this a way for other processing companies to survive?"
"They all want to make more money!" Guo Yang said with a smile: "This is in line with the international situation. After this period of time, there will be another big price cut, and a number of new processing plants will close down."
The two of them shuddered.
Thinking of the soybeans in the past few years, it was caused by multinational grain merchants importing large quantities of low-priced soybeans.
Actually, Guo Yang has one more vivid example that he didn’t mention.
But Arowana more than ten years later, its annual revenue is as high as 250 billion yuan, which is 100 billion yuan higher than Moutai.
But the net profit margin of a certain fish is only 1.13%.
On the surface it doesn't really make any money.
…
“If you want to change this situation, starting with soybean raw materials is the most fundamental way.”
Yang Heng and Qi Ziwen have already reacted.
This is what Jiahe is doing, improving saline-alkali soil and cultivating high-yield soybean seeds.
If domestic soybeans can be self-sufficient, all the tricks of multinational grain merchants will be in vain.
Yang Heng said: "The reason why the market has not responded yet is that, firstly, there is still a gap in production, and secondly, it still needs time to respond."
Guo Yang smiled: "During this period, various There should be a lot more researchers in the major soybean producing areas.”
“Let’s go, Director Lu is waiting. Let’s go and see the growth of soybeans.”
…
Northwest of the Golden Pagoda.
In the soybean base in saline-alkali land.
The contiguous soybeans that are about to mature are tall and straight, bearing abundant fruits, and strings of plump pods come into view.
Who would have thought that a year ago, this green background was once covered with white salt-alkali land.
After plowing in winter and spring, the sown Tiandou No. 7 (soybean seed in the arid area of northwest China) has grown vigorously.
"It's hard to predict the yield. No one has grown soybeans in the surrounding areas before, and there are very few soybeans in the northwest."
In the field, an experienced technician from the Agriculture and Forestry Bureau said.
"But looking at this, the output cannot be lowered. It must be 400 kilograms anyway, right?"
Guo Yang said: "400 kilograms? The minimum target is 550 kilograms, and the breakthrough is higher. 600 pounds is also promising.”
“600 pounds, can it be that high?”
"Isn't it written in the variety approval that the yield per mu is 550 to 650 kilograms."
On the side, Lu Yilin from the Municipal Agriculture and Forestry Bureau couldn't help but ask: "There should be a difference between the experimental field and the field?"
< br>"600 pounds is just the middle value." Guo Yang said with a smile: "Looking at the condition of the pods, there is no problem."
It is indeed difficult to estimate with the naked eye.
However, by counting the number of pods on a single plant and combining it with the number of dry grain weights, the results can be easily estimated.
What's more, the reference yield is given by the seed store, and it has always been very accurate for so many years.
Guo Yang also asked about some data on water and fertilizer consumption, and the performance was very good.
"Xiao Qi, pull up a soybean plant and look at the root system and soil."
"Very good."
The young man who just graduated was full of energy and quickly walked along The roots pulled out the soybean plants.
The main root is long and well-developed and goes deep into the ground, while the lateral roots are denser.
The roots of soybeans inoculated with rhizobia are covered with spherical tumors, which provide the plants with abundant nitrogen fertilizer.
But the most surprising thing is that the soil has become soft and loose, and the saline-alkali characteristics have disappeared extremely obviously.
The people from the Agriculture and Forestry Bureau were dumbfounded.
Lu Yilin made the final decision on the spot: "If the yield per mu can really reach 600 kilograms, all the saline-alkali cultivated land in the city will be worthy of promoting Tiandou No. 7."
"The yield per mu is 600 kilograms, and it can improve the saline-alkali land, which is completely worth it."
"Jinta still has more than 500,000 acres of saline-alkali cultivated land, and now the people have another choice for crop rotation."
< br>Saline-alkali cultivated land, let alone seed production, makes it difficult to harvest ordinary grains.
What about planting alfalfa?
Alfalfa No. 1 seeds are expensive and scarce, and there is generally a lack of irrigation conditions. Now that the area has increased, the benefits are also declining.
Guo Yang smiled and said: "We will have the results in another ten days or so."
…
Xinjiang Province, Kashgar, Zepu.
Shen Zhi, general manager of the base, was also at the soybean base, checking the pods, soil and other conditions.
By the time he returned to the station after completing his inspection, it was already after nine o'clock in the evening, and only then did the sun set.
But he has become accustomed to this kind of long-sunlight lifestyle.
"Mr. Shen, the beer sent from the headquarters arrived today. It has been frozen and is waiting for you to come back for dinner."
"Oh?" Shen Zhi's eyes lit up, the self-produced seafood , because it is close, you can eat it at any time.
But Jiahe Beer, after hearing people brag about it countless times, had already become itchy, and Shen Zhi followed suit.
After a sip of beer, the unique aroma and bitterness of hops come through.
"It's great!"
"How are the soybeans growing?" someone asked.
"Well, it's pretty good." Shen Zhi took another sip and said, "It's beyond my imagination to be able to grow like this in the first season."
"Yeah, that's right. I plowed deeply twice in winter and spring, and the salinity level has basically not been reduced. It is amazing to have such a harvest."
"Mr. Shen, what should I plant after planting soybeans?"
Shen Zhi said: "Return straw to the field, apply cow and sheep dung until it is decomposed, and leave it fallow."
"Fallow?"
"The boss agreed." Shen Zhi smiled and said: "After applying fertilizer, , you can go home for the holidays and come back next year.”
“Fuck, don’t we have to play for a few months?”
"You can pick cotton if you want."
After dinner, Shen Zhi sorted out the recorded data, edited the information, and then sent it to the boss.
(End of this chapter)