Chapter 337 Undercurrents in the Grain and Oil Industry; Interview?
Tinmen, Lingang Industrial Zone.
The main leaders of Guo Yanghe region stood at the factory gate of Jiahe Jinmen Grain and Oil Comprehensive Base and completed the ribbon-cutting ceremony.
The camera captured this scene.
The female reporter Fu Lihua also rushed forward immediately and completed the interview.
Guo Yang said: "Since the soybean crisis in 2004, grain and oil companies represented by Guofang, Kerry Cereals and Oils, and ADM have quickly broken through and taken the opportunity to spread their presence widely."
"Among them, the Yangtze River Delta, Pearl River Delta, The market competition in coastal areas such as Beihai New Area is particularly fierce. "
"From that time, Jiahe realized that in order to win the opportunity of this competition, it must build a comprehensive grain and oil base as soon as possible."
< br>“So, Jiahe contacted Jinmen the year before last, and construction started last year, and now it is finally completed.”
Fu Lihua asked: “After the Tianmen base is put into operation, Jiahe’s grain and oil production capacity will reach How much?”
Guo Yang felt that this female reporter was good at asking questions. He just wanted to say this, so Lin Bu asked him to make more noise.
“The total investment in the entire Tianjin Grain and Oil Comprehensive Base is 4 billion yuan, and the processing capacity of oils and fats will reach 6 million tons, mainly radiating the grain and oil markets around North China.”
“The Tianjin Base has the current The largest small-package edible oil production line in China, covering blended oil, corn oil, sunflower oil, soybean oil, etc. "
"At the same time, the Tianmen base can also supply 2.3 million tons of vegetable protein to the market every year. 900,000 tons of edible oil, etc.”
Fu Lihua asked: “What is the total production capacity of Jiahe Cereals and Oils now?”
"18 million tons."
"So much?" Fu Lihua felt that the data was a bit wrong.
Guo Yang smiled slightly and said: "Jiahe's 2 million tons of grain and oil factory in Zhenjiang, Su Province will also be put into operation soon."
Fu Lihua said in surprise: "Now Jiahe's oil and oil production capacity Already ranked first in the country!”
“Of course”
"Mr. Guo, what do you think of the 'competition' between Guofang and Wilmar International?"
Guo Yang said: "As far as I know, several giants are competing for processing areas near the coastline. Since Jiahe After entering the Lingang Industrial Zone, other grain and oil giants began to negotiate with Tianjin, hoping to enter this area."
Fu Lihua asked: "Does Mr. Guo think this will affect Jiahe's strategy?"< br>
"No." Guo Yang confidently said: "In addition to the coastal areas, Jiahe's oil and fat plants in Northeast China, Xinjiang Province, Sichuan Province and other places will also be put into production this year."
"Jiahe Grain and Oil The main task this year is to further improve the warehousing and logistics facilities.”
Fu Lihua asked: "Is it similar to Tianjin?"
"Yes." Guo Yang said: "Jiahe Jinmen Grain and Oil Base is equipped with a 100,000-ton grain and oil terminal, a dedicated railway line and a 1.2 million-ton The advanced warehousing facilities will be the distribution center for grain and oil raw materials and products in Jiahe North China.”
“Jiahe has abundant funds?”
This is not only Fu Lihua’s question, but also Industry insiders raised questions after seeing this report.
Because at the same time, Gao De, the general manager of Jiahe Cereals and Oils, appeared in Qingdao and completed the signing ceremony of the Cereals and Oils R&D Center.
With an investment of 1 billion, the R&D center named Jiahe Nutrition and Health Research Institute is pure R&D.
This is a staggering number. It is the top big spender in the global grain and oil field.
Technical leader and academician of the Chinese Academy of Sciences, Professor Xu Zhihong, said that the most important thing for the R&D center is investment in the Chinese people’s own scientific research technology and talents.
In addition to Xu Zhihong, Jiahe also invited academicians Li Jiayang, Chen Xiaoya and Fang Rongxiang to serve as senior consultants to further strengthen scientific research capabilities.
Gaode said in an interview: "We hope to use this as a platform to strengthen foreign cooperation and exchanges, promote the domestic technological transformation of cutting-edge technologies, and drive the country's transformation from a 'big grain and oil consumption country' to a 'big grain and oil technology country' '..."
After the ceremony,
Jiahe Nutrition and Health Research Institute held two international seminars, attended by nearly a hundred domestic and foreign experts.
More than 10 academic leaders have published reports on their latest research results on topics such as fatty acid balance and nutritional health.
But it’s not over yet.
In Jiangsu Province, according to media reports, in addition to the commissioning of the Zhenjiang factory, Jiahe Cereals and Oils also cooperated with Taizhou Port Group to establish Taizhou Yongan Port Co., Ltd.
Establish Jiahe's first self-owned port to radiate Jiangsu Province and surrounding areas.
The continuous entry into the port logistics industry chain in Tianjin and Jiangsu Province means that Jiahe has officially opened up its layout in the trading, processing, terminal sales and other aspects of edible vegetable oil raw materials.
Continuous news impacts practitioners.
Grain and oil comprehensive bases, large-scale processing plants, port warehousing and logistics...each requires an astonishing amount of investment funds.
Even though Guoliang and Fengyi had already known that Jiahe had been making frequent moves in the past two years, the moment it was actually put into production, they felt the pressure as if the top of Mount Tai.
National Grain Group.
Chairman Ning Gaoning looked at the two newspapers. The smiles of Guo Yang and Gao De were so dazzling.
“Have you not negotiated the bank loan yet?”
Across from him, standing opposite Yu Bo, the president of Guofang, he also frowned.
“Our debt ratio is too high. Fortunately, we have abundant cash flow and obtaining large loans is not a problem, it just takes time.”
"What is lacking now is time."
Yu Bo asked strangely: "Where did Jiahe get so much money? Grain and oil processing plants, warehousing and logistics, plus Dunhuang West Lake Wetland, it must be tens of billions ?”
Ning Gaoning spit out two words: “Futures.”
“Jiahe got out in time?”
“Maybe more.” “I should have done too much with my backhand in advance.”
Yu Bo looked shocked. Domestic corn production increased, shorting international corn futures, and the National Grain Group also participated.
But then the crisis of weeds and red imported fire ants broke out in the United States, the sharp decline in food was combined with the new energy bill, and futures rebounded violently, and the national grain industry lost a lot of profits.
It would make sense if Jiahe went long backhand in advance.
Jiahe may even have tampered with soybeans...
“It’s a bit difficult now. Negotiations with Tianjin Lingang District, because Jiahe had raised the threshold before, now the port district is giving The discount is relatively low and difficult. ”
"You have to overcome difficulties, otherwise the North China market will really be lost to others!" Ning Gaoning slammed the table and asked:
"What did ADM say?"
Yu Bo He nodded first, and then said: "It's still the same, ADM is willing to pay for the joint venture."
For a long time, the main trading partner of the 'National Food System' food oil has been ADM.
"Then speed up the progress of the negotiations." Ning Gaoning said thoughtfully: "Also, convene the senior management of the group, and the strategic plan for the entire industry chain cannot be delayed any longer."
"Okay."
Faced with the Jiahe grain and oil industry chain system that is about to take shape, both Yu Bo and Ning Gaoning are under great pressure!
…
Magic City, Yihai Kerry.
In order to strengthen its competitiveness in China, Wilmar International Chairman Guo Guangfeng promoted the merger of Yihai Group and Kerry Cereals and Oils at the beginning of last year.
The huge Yihai Kerry Group was established.
Subsequently, an investment agreement was reached with Heilongjiang Province. Prior to this, Wilmar International’s Yihai Rice Industry Project had registered four companies in Heilongjiang Province.
The total grain and oil processing capacity in China also exceeds 10 million tons.
Unexpectedly, before the money for Yihai Kerry’s new project came out, Jiahe’s production capacity had already reached another level.
In the conference room.
Guo Guangfeng made a difficult decision.
“Wilmar International’s plan to spin off Huaxia related businesses and go public ahead of schedule to raise more funds.”
This decision made Guo Guangfeng extremely uncomfortable.
Because during the merger of Yihai Kerry, Wilmar International consumed a large amount of funds to repurchase the shares of Yihai Group held by ADM.
The integration has not provided any support for the time being, and the revenue data has not increased. At this time, if the listing is promoted, the valuation will be much lower than expected.
But there is no other way. Yihai Kerry needs more funds to compete for the Chinese domestic market.
…
Magic City, Bangi.
Du Sen was slightly panicked.
Bunge owns three soybean processing companies in Jinling, Jiangsu Province, Rizhao, Shandong Province and Tianjin.
Nowadays, a Jiahe processing plant is located around these three companies, which feels like they are targeting Bunge.
Soybean processing is an important link in Bunge’s soybean industry chain.
The soybean trade with China, which Bunge is most proud of, has also suffered heavy losses in the past six months, with exports to China cut in half.
Weisser, chairman of Bunge Group, has issued an ultimatum. If there is no improvement, his term will be over.
Du Sen thought for a while.
The processing plant cannot expand any further.
To learn ADM, it is almost rare to see ADM in China, but it seems to be everywhere.
In the sales process, Bunge is more proficient in B2B business.
He decided to focus on this and focus on large customers such as oilseeds and feed processing companies.
Hope it can be stable!
…
Cargill and Louis Dreyfus are also paying attention to this new rival.
Thinking about how to deal with it.
The only hope now is that the source of Jiahe’s soybeans has not yet formed a complete closed loop, and its control is still flawed.
Judging from public data, Jiahe and Jiusan cooperate to own 300,000 acres of organic soybeans, and Northwest owns 1 million acres.
Coupled with some orders for planting, the stable supply is between two and three million tons.
It seems like there is still a chance?
But TMD China’s soybean and corn production increased significantly!
There is a surplus of corn, and the soybean self-sufficiency rate has reached 60%.
This is not good news for international grain merchants who have an important share of soybean and corn trade and feed processing.
Once the influence of the trade link is weakened, the entire industrial chain system collapses.
Unless there is another low-price dumping, the production in North America has collapsed...
Should we also learn from Guofang and Fengyi?
Join a meat grinder in a grain-producing area?
Forget it.
That requires a lot of infrastructure investment, the risks are too high, and the returns are too low.
Don’t look at the fierce competition between Guofang and Wilmar in the Northeast. Some people even advertise that Wilmar wants to monopolize genetically modified soybeans in Northeast Africa.
But as production increases and the cost per mu becomes lower, this has become more unrealistic.
The Black Province is the main producing area of rice and soybeans, but a quarter of it is in the agricultural reclamation system, especially soybeans.
The rice and soybeans in the agricultural reclamation system are produced and processed by themselves. Jiu San Grain and Oil is one of them. Now it is profitable to process domestic soybeans.
Wilmar and Guoliang are under great pressure to obtain grain sources. They must invest heavily in building logistics facilities and collect raw grains from various places to ensure the supply of raw grains.
In addition, rice processing must be comprehensively utilized. In addition to producing rice, profit points must also be increased by refining rice bran oil, using rice husks to generate electricity, etc., and these deep processing facilities require a large investment.
Guo Guangfeng has the status of an overseas Chinese, but the four major grain merchants do not, so there is no need to take some risks.
For the expansion of Jiahe Cereals and Oils, peers do not have any good ideas.
……
In Beijing, Guo Yang and Gao De enjoyed the sunset on the dim rooftop farm. The sky is clear, tomato and cabbage seedlings have emerged, and the gray-green catkins of white poplars hang on the streets in the distance.
Gaode said angrily: "Actually, Jiahe also has a grain processing base in the Northeast, but the media has been making trouble for so long and just didn't report it."
"Perhaps the production capacity is too low and has not attracted the media's interest?"
"Where is the 2 million-ton large factory!"
Guo Yang smiled and said: "That may be because the impact of several other things was too great."
"Hehe, that's true." Gao De stroked a purple plant with his hand, but it was pulled directly. came out.
“Damn, this was just transplanted? No wonder it looks so fake!”
Guo Yang took it over and then dug a hole in the nutrient soil and planted it again. Goin, who was accustomed to suits and ties, was a little stunned.
"Boss, you... just use a hand plane?"
"Otherwise." Guo Yang was afraid and clapped his hands, "I haven't touched the soil for a long time. I planted this seedling today and it's pretty solid. Shimmer's roof farm is doing quite well."
Gaode said: These are not very interesting, "Do you want to expand more production capacity in the Northeast?"
Guo Yang said: "You are a little anxious, learn more from Yang Cheng, and plant more flowers and plants when you have nothing to do."< br>
Gaode was stunned.
At this time, Guo Yang was already walking along the winding anti-corrosion wooden plank road. The scattered plant communities presented an undulating crown line, which was very rhythmic.
Gothe froze on the spot.
Are you in a hurry?
It seems that he is a little anxious. The successive big moves made by National Grain and Fengyi make him feel that Jiahe Cereals and Oils must also speed up the progress.
But in fact, Jiahe’s current production capacity is not low, and there will be a lot of investment in the future.
In addition to processing, warehousing and logistics are also undergoing decentralization reforms, which is a corner that is difficult to notice.
There are difficulties in both internal and external transportation of grain in Northeast China. The infrastructure cannot keep up and there are obstacles in the system and transportation capacity.
No matter how much Guofang and Yihai Kerry expand their grain and oil processing capacity, they will eventually face this problem.
Also abroad, Chen Yanqiu, who is familiar with overseas ports, is already selecting sites, and the ocean shipping industry is in contact.
This speed is not slow anymore.
Gaode also followed into the mass-produced fruit and vegetable planting area, where cherry tomatoes, peppers, red leaf lettuce, and kale grow.
"Boss, why don't you pick some vegetables and go back to make hot pot at night?"
"That's what I think." Guo Yang paused and said: "The goal at this stage is to occupy as much of the domestic grain and oil market share as possible. ”
In the grain and oil industry, Jiahe is just a newcomer.
And this is completely an asset-heavy industry.
Jiahe’s grain and oil market share is less than 10%.
Gaode said: "In another ten years, the four major grain merchants will eat up all the domestic market!"
"Ten years will not be a problem." Guo Yang said while picking cabbage: "But I would rather compete with them in the international market."
"It would be better if Jiahe Grain and Oil could export its products to North America."
Gaode said with a smile. No problem."
After picking vegetables for a while, Guo Yang saw that the time was almost up and called Peng Shuyu from Jiahe Fresh Supermarket and asked him to bring some more vegetables.
Then he called Yang Cheng from Shiguang, Qu Sheng from Huinong.com and others.
We gathered a table on the rooftop farm and started hot pot.
A chopstick dipped in beef and mutton is put into the mouth, followed by a bite of fresh vegetables, the taste is incredible.
A group of people were chatting.
While chatting, we talked about the stock market.
"The Shanghai Composite Index has fallen below 4,000 points." Qu Sheng put down his chopsticks and asked, "Mr. Yang, what are you planning to buy at the bottom of Weiguang?"
Yang Cheng ate his food with his head down, and glanced out of the corner of his eye. The boss said uncertainly: "You have to fall at least 3,000 points before you can buy the bottom."
"It's such an exaggeration, so it's just cut in half. It shouldn't be a big deal, right?"
Peng Shuyu also said: "In my stock watching forum, some netizens have already posted about a 3,000-point defense war."
"A 3,000-point defense war has only taken place in just over two months. Who could have imagined it?"
< br>
"Cough...cough"
Without a breath, Guo Yang choked on his drink.
"Boss, are you okay?"
"It's okay, it's okay." Guo Yang waved his hands repeatedly.
The main thing is that this 3,000-point defense battle is too familiar to Guo Yang. Even if it is 10 years later, it will often be staged in Big A.
Reality is really magical.
After a while, Guo Yang looked at Qu Sheng and asked seriously: "Are you speculating in stocks?"
Qu Sheng said awkwardly: "Buy some."
"Huh?!!" Yang Cheng said in surprise: "Didn't I remind you years ago? Clear the warehouse early and stop it. Why didn't you listen?"
"The previous warehouse was cleared." Qu Sheng Said: "Isn't this just looking at the drop of 4,000 points, feeling that it is in position, and buying some of the bottom?"
Guo Yang, Yang Cheng, and Gao De all looked at him strangely.
Guo Yang knows the historical trends, while Yang Cheng and Gao De can feel the ups and downs of the world economy from commodity trade.
The financial tsunami caused by subprime mortgages is not far away.
Poor kid, I’m bargain hunting halfway up the mountain.
Guo Yang picked up another chopstick of mutton and said, "Sell it quickly and don't touch Big A for the time being."
Yang Cheng also said: "That is, at least 3,000 points should be lowered, and we will see the situation then."
"Well..." Guo Yang said in a deep voice: "Wei Guang should not act rashly for the time being, and take care of Tencent and Apple. , you can add more positions on dips.”
“That’s enough.”
“These two are not too many.”
Qu Sheng on the side asked: "Boss, when do you think Big A will fall to the bottom?"
Guo Yang thought for a while and said: "This drop may exceed the market's imagination. When the entire stock market is wailing and no one believes in stocks, it will almost be the end."
Several people include Yang Chengdu was a little surprised.
"Will it fall below 2,000 points?"
Guo Yang nodded slowly.
If history has not changed, this number should be 1664. In his previous life, Guo Yang, as a senior leek, once reviewed this period of history.
In this life, there should be changes.
In Guo Yang’s plan, when Big A falls to around 2,000 points, Shimmer can slowly buy the bottom.
Peng Shuyu doesn't trade in stocks and doesn't care about these things. He slowly scalds the hot pot alone.
Qu Sheng didn’t believe it.
If it is below 2000 points, then those people who are now listed on the Internet will lose everything and go bankrupt?
Yang Cheng and Gao De were somewhat convinced.
Nothing else, the sensitivity brought about by the commodity market, and trusting the boss!
After dinner, the night was already dark.
Guo Yang, Yang Cheng, and Gao De were at the end.
Guo Yang said: "After the spring sowing of corn, Jiahe Grain and Oil's futures positions will all be closed."
The global financial crisis should have completely erupted around August or September, but Guo Yang can’t remember exactly.
Moreover, that was probably the time when gaming was the most intense in the market, with skyrocketing prices and sudden drops being the norm.
If you are not sure, then withdraw early in May or June.
This is what Guo Yang thinks.
At night.
Guo Yang looked at the information again in the hotel.
When I came to Beijing this time, I actually stopped by to interview someone.
The target is Yang Guocheng, an expert in potash mines and a student of Zheng Mianping, an academician of the Academy of Engineering...
The Ministry of Personnel also wants to directly recruit a big boss, but this time it needs to give up public office and stay in Laos for a long time.
Academicians will definitely not be poached.
So I fell in love with his students.
Judging from the information, Yang Guocheng is indeed suitable. He is 34 years old, a senior engineer, and has published many professional papers on potassium salt deposits.
The descendants of the older generation of geologists inherit their father's legacy. They have been influenced by this field since childhood and are also Zheng Mianping's students.
The most important thing is that I participated in the exploration of potash and magnesium salt mines in Khammouang Province, Laos in the past few years, so I am no stranger to Laos.
For such a person, it should not be a problem to serve as the chief technical person in charge of the Jiahe potassium salt project. If not, you can still find a teacher or a senior brother.
Guo Yang thought for a while about how to ask questions during the interview before slowly falling asleep.
The next day.
Guo Yang opened the curtains sleepily, only to find that the whole city was in chaos.
The teaching building in the distance is wrapped in yellow sand, and the outline of the building is vaguely visible.
The only thing that can be seen clearly is the rows of neatly lit windows. The originally bright white energy-saving lamps turned yellow through the sandstorm.
Guo Yang was a little stunned.
It was clear that the sky was clear yesterday.
This is an Olympic year!
The Three-North Protective Forest still has a long way to go!
After complaining for a while, Guo Yang went to wash up, and then went to a high-end tea restaurant near the Institute of Geology in the yellow sand.
Yang Guocheng is a bit thin, just like when Guo Yanggang came over, his skin is also darker and yellower, and he has slightly longer hair.
After confirming that he had found the wrong person, Guo Yang directly stated his intention.
"Dr. Yang, Jiahe would like to invite you to serve as the chief technical person in charge of the Laos potassium salt project. The project team has not yet been assembled, and you still need to serve as the project leader. Of course, if it is suitable in the future, the project leader It’s you.”
“What? Laos? Technical and project leader?”
Yang Guocheng was obviously still in the dark, and he was contacted by a senior who worked at Lanzhou University. It was said that a company wanted to invite him as a consultant.
But why do you become the technical person in charge now?
This is very different from a consultant. Isn’t the jargon saying: consultant, if you can take care of it, ask, if you can’t, don’t ask.
The technical and project leaders obviously want to resign from public office.
Yang Guocheng stood up and prepared to leave.
He has done a good job at the Institute of Geology. He inherited his father's work from his father. There is also an academician teacher above him. He is not an unlearned waste. If he continues to study hard for a few more years, his future will be bright.
Besides, corporate projects are still poor, and Laos is a poor place.
He jumped to the corporate world after losing his mind!
Seeing Yang Guocheng turning to leave, Guo Yang was also confused. Is this an interview?
What’s wrong!
(End of this chapter)