Chapter 358 Unexpected Corn
What is the soybean production this year?
With bumper harvests in various places, data on unit yield and total output have been widely circulated in major media.
The prediction of the Grain and Oil Information Center has been perfectly implemented. The soybean planting area of 205 million acres and the output of 44 million tons of soybeans are not baseless guesses, but actual real data.
And the benefits are not bad. After excluding the land rent, farming can have a net profit of more than one hundred yuan.
In the past, farmers would wake up laughing when they were able to reap such benefits.
So the Book of Getting Rich is out again, this time it’s still a story about big farmers growing grain.
Earning hundreds of thousands, or even tens of millions of yuan a year, deeply attracts people in rural and urban areas.
Coastal saline-alkali land is still being reclaimed. In another year or two, another 10 to 20 million acres of cultivated land will be added.
Domestic food pressure is unprecedentedly low.
Basic output of wheat and rice is also rising steadily.
Soybeans have achieved 85% self-sufficiency. Self-sufficiency is always gratifying.
If given the right to choose, even pigs, cattle and sheep would not want to eat genetically modified soybean meal. This would at least allow people to praise: the meat tastes good.
Feed pigs must also have a hierarchy.
The joy of the harvest is conveyed from bottom to top, and various data and information are also monitored by companies and institutions at all times.
Soon, someone noticed something was wrong.
The financial crisis broke out, the international food crisis improved slightly, and food prices plummeted, but countries that were short of food were still short of food.
Major grain-producing countries such as India, Thailand, and Pakistan still restrict grain exports.
In China, in addition to the low price of soybeans, the spot price of corn is also absolutely low, with the purchase price hovering between 0.53 and 0.55 yuan.
“Logically speaking, it shouldn’t be!”
Lan Shun, the information department manager of the Grain and Oil Information Network, was puzzled.
“This year, more than 70 million acres of cultivated land have been converted from corn to soybeans, and the corn sown area is only 350 million acres, the lowest in the past five years.”
“Last year, the national average yield per mu was about 1,186 kilograms. , this year’s estimated output is 207 million tons, a decrease of about 45 million tons compared with last year.”
“Domestic processing plants are in full production, and the demand should have increased a lot. Why is the price still so low?”
In the small conference room, some department staff said: "Could it be the impact of the financial crisis? Demand has decreased."
"No, something is wrong!"
Lanshun kept shaking his head, "Because of the production cuts in the United States and the United States, the global supply and demand relationship is still tightening."
"This price is very good for both domestic sales and exports. Advantage!”
“It’s not an advantage, it’s too abnormal!”
The manager’s appearance also made the people in the Information Department of the Grain and Oil Information Network frown and think.
Needless to say, in North America, the genetically modified crisis has also increased the cost of corn production a lot.
But the FOB price of corn in South America is about 1,130 yuan/ton. Even if the sea freight drops, the CIF price after tax of imported corn will be more than 1,600 yuan/ton.
As for domestic corn shipped from the north to the south, the price of corn arriving at the port does not exceed 1,200 yuan/ton.
The advantage of 400 yuan is almost overwhelming.
Even if it is exported, it is close to the two major corn importing countries, island countries and South Korea, which also has a geographical advantage.
The annual demand in these two countries exceeds 26 million tons.
Coupled with some markets in Southeast Asia, the Middle East, and even Africa, the purchase price in domestic production areas should not be so low.
At this moment, a man wearing an executive jacket angrily pushed open the door of the conference room. He was Wu Bo, the general manager of the company.
"Lanshun, what does your information department do for a living?"
"This year's market information is completely inaccurate, causing customers to suffer huge losses, and now everyone is clamoring for refunds."
The Grain and Oil Information Network is a website run by private enterprises, aiming to provide professional grain and oil information services and grain e-commerce trade to grain customers.
Involving production areas, sales areas, and the most important commodity futures market.
It implements a membership system, and members need to pay money to the website every year to get more information services.
A commission is also charged for transactions concluded on the site.
In the past few years, the grain and oil information network has been growing day by day, but times have been difficult in the past two years.
Wu Bo threw a customer list on the table, "Your information department will explain it to the customers themselves."
Silent.
No one in the information department made any move, and Lan Shun was also very unhappy, but Wu Bo was not only the general manager, but also one of the shareholders.
People have to bow their heads under the eaves.
But I don’t know where the TMD problem lies!
"Mr. Wu, these customers are now handed over to the Information Department, and they will definitely not be retained."
Lanshun met Wu Bo's cannibalistic look, "Give us some more time to find out The reason is the right medicine. ”
Buzz.
Wu Bo took out his mobile phone from his pocket. It was the number of a big customer in the south.
After Wu Bo answered the question, his expression became even more ugly.
After hanging up, his pupils dilated even more and he looked around fiercely at everyone in the conference room.
"TMD, why are you investigating? Just go to Huinong and copy your homework. Damn it, you can't even understand the homework."
"Bang!"
Close the door The sound echoed throughout the office building.
But what is more important is the information coming out of his mouth. A website that he least wants to hear has appeared again.
Lan Shun opened the familiar website in despair and repeated the actions of the past two years.
In the grain and oil section of Huinong.com.
Two bright red articles were pinned to the top.
《250 million tons! National corn output remains the same as last year - the corn sown area has decreased by 70 million acres, but thanks to the upgrading of corn varieties across the country, the overall corn yield has increased significantly to 1,400 kilograms per mu.
"Corn production backlog--Jiahe, State Grain Reserves and other companies actively communicated with the Ministry of Agriculture, and corn export quotas were relaxed again"
Increase production!
Another production increase!
This exciting news has brought huge trouble to the Grain and Oil Information Network several times!
Accident!
Another accident!
All the customers were gone.
Is it so easy to increase production now?
The production increased significantly last year!
Lanshun finally clicked on the article about increasing production.
In order not to be eliminated by the market and to cope with a more cruel market, many seed companies have increased their investment in research and development.
Whether it is imitation, self-research, improvement, cooperation, or other means, major seed companies have shown their magical powers across the sea.
The Tianyu series is still the only one.
However, in order to prevent the risk of single varieties, large growers, cooperatives, and enterprises also need to become more reasonable in their variety layout.
Some new varieties with unique characteristics are gradually introduced to the market.
In order to survive, in addition to the main producing areas, some small and micro corn producing areas that were not valued by seed companies in the past have also received higher market attention.
In the past, large companies rarely paid attention to a remote county market.
Nowadays, the sown area has decreased, and there is a big mountain pressing on it. No matter how small the meat is, it is still meat.
Even in remote towns and villages, I have to do this kind of promotion work.
Improved varieties such as Lihe 16, Demeiya 1, and Denghai 10 have accelerated the squeeze on the living space of some small businesses.
In the ecology of the seed industry, the big fish eat the small fish, and the small fish eat the shrimps has developed rapidly in the past two years.
Corn seeds are the crop with the highest commodity rate, and farmers can only follow the seed companies' lead when purchasing seeds.
The end result is that corn varieties across the country have been replaced in a short period of time.
Lan Shun looked at the data in a daze.
The production increased by more than 200 kilograms.
This is about eating people!
The Grain and Oil Information Network relies on professional information, statistics, analysis, forecasts, standards, business and other services to survive, ranking first among the grain and oil industry websites.
However, the rapid changes in the market in the past two years have often caused distortions in its data and analysis.
As a result, its members suffered huge losses.
Customers started to lose a lot.
Where can it flow?
Lanshun knows the answer, Huinong.com.
Only their data can have less deviation, and they can respond more quickly to emergencies.
......
The business volume and influence of Huinong.com are increasing day by day. Even for Guo Yang, who has a serious expression, it is a matter of joy.
Huinong.com is already the first website in the agricultural field.
Grain and oil information is a subdivision.
Industry information, price and output reports, port data, international trends, import and export data, agricultural meteorology, industry standards, policies and regulations, industry exhibitions, corporate dynamics, corporate databases... and other business forms.
Not only can it serve domestic customers, it is also an important basis for Jiahe to carry out grain trade around the world.
Just like corn now.
250 million tons!
When this latest production estimate came out, Jiahe Grain and Oil was almost stunned.
Where does such high output come from?
After urgent investigation and analysis, clues were revealed from the seed market analysis report of Tianhe Seed Industry.
In the past two years, the domestic corn market has changed so fast and dizzyingly that practitioners are basically in a state of chaos.
Seed companies are busy fighting, growers are confused, and processing companies don’t know how to avoid risks.
National departments are even more confused.
Policies cannot be formulated. One moment, we are thinking about how to restrict grain exports, and the next moment, we must encourage exports.
So magical!
It’s so exciting!
It’s too scary!
This sudden accident also made Guo Yang break into a cold sweat.
In the large conference room at the group headquarters, most of Jiahe’s senior executives involved in the corn industry chain have already arrived.
Bi Qiang is responsible for seed research and development, Qu Yang and Yan Qun of Tianhe, Xiong Jing, vice president of Jiahe Cereals and Oils in charge of corn processing, purchasing department, sales department;
Chen Yanqiu of international grain trade , Mu Zhenggui, dean of the Nutrition and Health Research Institute, Xu Zhihong, the technical leader, the biochemical department directly under the headquarters...
According to convention, each department is usually the first to speak, and the boss concludes last.
However, today's meeting seemed a little different. Everyone watched the boss open the PPT page while minding his own business.
Qu Yang, who was sitting at the bottom, calmly put aside the prepared materials. There should be no need to speak today.
Guo Yang stood upright in front of the screen and said loudly: "There is only one theme today: corn."
"This increase in corn production was sudden. Fortunately, the reaction and response were not slow. , but it also sounded a wake-up call for us.”
Guo Yang’s slowly pacing figure suddenly paused, his dark black suit like the cold night wind.
"We have slacked off and even looked down on our opponents a little bit."
Qu Yang lowered his head slightly and kept writing in his notebook with the pen in his hand.
“Seeds are the foundation of the group. It is a good thing to have competition in the market, but if you are careless and fail to understand the characteristics of your competitors’ products, this is a work error.”
Tianhe said a few words , Guo Yang didn't let anyone else go either.
From corn planting, purchasing, processing, and product sales, Guo Yang pointed out the problems one by one.
The heads of various departments gradually turned into ostriches, and only Guo Yang's voice echoed in the conference room.
“Corn is the only domestic grain whose output exceeds demand. There is huge room for development.”
“Jiahe is developing very fast, but Yufeng, Xiwang, Guofang Other companies are not slow, they still have first-mover advantages. ""Except for seeds, Jiahe has no advantages in technology or market accumulation."
"Starch, amino acids, corn oil, etc. Glucose... we don’t even have a good brand!”
"This is hard-earned money, oh no, we are even below the profit and loss line, we can't even make hard-earned money."
"Corn bioenergy processing requires production capacity but not production capacity, and efficiency but not efficiency. Now the price of crude oil has plummeted, well, it will be even harder in the future.”
The meeting gradually turned into a criticism meeting.
Today is all he has to say, and no one else has the right to speak.
The originally relaxing atmosphere suddenly became a bit depressing.
Someone wants to say something.
Actually, Jiahe has done quite well in corn?
It’s just that the time is too short, the foundation is too little, the development method is too rough, and we have to be distracted by soybeans, wheat, rice... There are always a lot of reasons to find.
But the company's investment is also real money. It can be said that with tens of billions of investments, there will never be another company in the country.
Just say it, can't you let the boss say a few words if nothing happens?
Besides, there is indeed a problem.
Guo Yang was indeed very angry.
The business is too scattered, and it is impossible for him to cover everything.
We can only ensure that the general direction is correct, and rely on our advantages in seeds to ensure that this big ship continues to sail.
Today, the domestic corn and soybean industry situation has completely changed, and the information advantage of industry prophets has completely disappeared.
After venting his emotions for a while, Guo Yang asked each department to report on various tasks, and then made some work arrangements.
It mainly revolves around the trade and processing of corn.
The corn market in East Asia and Southeast Asia alone cannot absorb domestic corn production.
Domestic bioenergy did not stop last year, but according to Xiong Jing, the domestic annual production capacity of bioethanol is 1.7 million tons and biodiesel is 3.5 million tons.
After conversion, the total corn that can be consumed is less than 20 million tons.
In fact, these production capacities also include sugar cane, expired rice and wheat, cassava and other agricultural products.
The actual consumption of corn is just over 10 million tons of corn.
Including feed and edible corn, domestic consumption is up to 170 million tons.
So there is at least 80 million tons of surplus, whether it is trade or processing, the potential is huge.
"Corn--starch--amino acids."
"Corn--starch--alcohol."
"Corn--starch--organic acid--lactic acid-polylactic acid--production of degradable new materials..."
"By Technology eats up every grain of corn, and one grain of corn grows an industrial tree.”
Some clichés are mentioned again and again.
But there are also new ideas.
In view of the group's heavy investment in energy, Bi Qiang, who is located at the most upstream of the industrial chain, proposed a new breeding research direction.
Special corn varieties for ethanol.
Mainly through genetic engineering, enzyme genes related to ethanol production are transferred into corn seed genes.
Bi Qiang said in a deep voice: "At present, only Syngenta has achieved results in this area in the industry. ADM has more than 100,000 acres of dedicated corn plantations in North America."
"Ethanol conversion efficiency It can be increased by up to 10%, which will make the profit space larger.”
"This is a genetically modified seed." Qu Yang said: "It is difficult to obtain a license in China."
Guo Yang believes that it is a good thing to dare to innovate, "This breeding direction is very good."
>"The existence of genetically modified insect-resistant cotton is allowed in China, and special ethanol varieties will also have room for development. If it doesn't work, go abroad."
The pen in his hand shook slightly, and Qu Yang wrote on his notebook again I drew a few strokes.
Following the Tianhe Scientific Research Institute, everyone mentioned some other directions.
“The blank markets left by the United States are currently opening up in Egypt and Europe.”
“We are even considering exporting corn to Mexico and Canada.”
“Cellulosic ethanol almost exists in Among all herbal plants, the development potential is equally great.”
The meeting lasted until the evening.
Guo Yang did not arrange the dinner in advance, but asked everyone to eat in the cafeteria, and some people had to catch flights in the evening.
A group of people filed out and headed to the canteen. Guo Yang stopped Qu Yang halfway.
"Come to my office for a moment."
After returning to the office, Guo Yang extended his right hand to Qu Yang, who was still confused.
“Bring me the notebook and take a look.”
Qu Yang was stunned for a moment, but unconsciously closed the hand holding the notebook.
"Hey, there are still things you can't read." Guo Yang snatched it away, "I see you remember it very carefully during the meeting."
"Just jot it down casually."
See you The boss started to flip through the notes, and Qu Yang couldn't help but feel a little guilty. The sound of flipping through the books was like a reminder.
After a while, Guo Yang turned to the latest page, a lifelike ear of corn on the cob.
“The painting is good.” Guo Yang teased: “Fortunately, it’s not a human face or an animal body.”
After taking the notebook handed back by his boss, Qu Yang stood there awkwardly.
Multiple business sections met together, and he did not slack off during the whole process involving Tianhe.
But in other business sections, there are too many, complicated and unfamiliar contents. Just give it a listen and get a general understanding and that’s it.
"Let's go eat."
Guo Yang originally had higher hopes for Qu Yang, but now it seems that his willingness to learn is not very strong.
Something is missing.
If someone could rush to him at this time and shout loudly, "Boss, I want to make progress so much!"
Maybe he can get a good position.
There are not many people eating in the cafeteria right now, they are all people working overtime.
There is no shortage of hard-working and enterprising people in this era.
For dinner, Lao Liu, the chef in the cafeteria, specially made a paste pot for Guo Yang.
The shredded chicken is paired with newly harvested potatoes and garnished with a few slices of green pepper. I was sweating slightly after eating.
One word, absolutely!
In the evening, Guo Yang continued to look at the business reports for this period.
Tianhe’s performance is actually still very impressive.
The domestic crop structure has undergone earth-shaking changes in the past two years.
Sometimes corn, another time soybeans, not only farmers and processing companies are confused, but also the production and inventory work of seed companies are difficult to control.
But these are temporary pains.
The potential of domestic corn processing and consumer demand has not yet been fully released.
250 million tons?
In more than ten years' time, this output will be scum, and it will not be able to meet the annual consumption.
But things are different now.
The 250 million tons will not trouble the country, but for Jiahe, it is likely to miss a development opportunity.
Opportunities for capacity expansion and simultaneous expansion of consumer demand.
That’s why he was unhappy.
However, after seeing Tianhe's performance report, he felt slightly better.
The estimated full-year performance of corn seeds is only about 9 billion, which is almost halved compared to last year.
However, soybean seeds have grown significantly, from 1.6 billion last year to 10.8 billion yuan, which not only made up for the decline in the performance of corn seeds, but also increased slightly.
In addition, vegetables, cotton, wheat, potatoes and other varieties also increased significantly.
Compared with last year, the growth rate of performance is slightly slower.
But this is the impact of changes in planting structure.
The corn sown area is only 350 million acres. Who would believe it a few years ago?
Are you trying to starve all the pigs in the country to death?
……
In the early morning, Guo Yang went for a morning jog along the road in the seabuckthorn forest.
Slices of sea buckthorn fruit have an alluring aroma, but it’s not time to pick them yet.
Sea buckthorn fruits can be picked in spring and autumn. Generally speaking, the nutritional value will be higher when picked in spring because of the cold winter.
But Jiahe will start picking this autumn.
After running, I went back and took a shower, and then started working again for the day.
As soon as we arrived at the company, a bunch of secretaries gathered around us. It would be more reasonable to call them a group of secretaries, but it would be better if they were a think tank.
The whole day is basically spent in the company.
But I am in a good mood today, because the group's cash flow is more abundant.
In addition to business income, more still comes from the financial market.
With the collapse of crude oil, commodity markets such as grain have ushered in a new round of collapse.
Although the opponent market is rapidly decreasing in the later period, Jiahe's funds are also scattered in multiple markets such as crude oil, corn, soybeans, soybean meal, and wheat.
A total of US$4 billion was prepared, but less than half of it was put into the market. However, even so, the profit was huge.
Nearly 2 billion US dollars!
It is equivalent to achieving 100% return on the invested capital.
This makes Jiahe's ammunition depot more abundant, and several existing projects simply cannot consume so much funds.
Part of the excess money went into the stock market. After this financial crisis, A-shares bottomed out before the rest of the world.
At this time, Shimmer has completed most of the position building.
The other part of the money is used for investment in technology and the Internet. Some potential projects have become the targets of Jiahe investment.
In short, money must flow.
Guo Yang also believes that these investments will enable Jiahe to not be troubled by funds in its future development.
While Guo Yang was busy handling his work, a fierce conflict broke out on a hilltop in Panxi, Sichuan Province.
Zhang Dashan, a 51-year-old farmer, has a rough face and cracks on his hands.
At noon, Zhang Dashan, who received the news, dropped his job, carried a hoe, shouted at seven or eight villagers, and hid under a big tree behind a corner.
After seeing the target vehicle coming, a group of people rushed forward and stopped an off-road vehicle.
“Fuck you Male Gobi, give me money!”
“Get off, get off.”
"Your Majesty, you won't pay the relocation fee after the house is demolished, the land rent is delayed, and you even want to default on the wages for planting trees. Don't even think about running away today."
The villagers looked fiercely, originally thinking that this group of people would not Will be back.
But today, Zhang Dashan’s daughter-in-law unexpectedly saw a familiar vehicle when she went up the mountain. She immediately returned to the village and called for help because there was a traffic jam!
Maybe they were frightened. The people in the car did not dare to get out of the car, but wanted to rush over.
Zhang Dashan’s daughter-in-law reacted a little too slowly and was knocked to the ground, with blood on her forehead.
The furious Zhang Dashan smashed the car window with a hoe. The off-road vehicle wanted to escape, but as soon as it turned a corner, he found that the villagers had set up roadblocks!
There is no way to go.
The desperate villagers gathered around with hoes and stones
In the end, one died, one was maimed, and the other was injured.
This is the biggest setback encountered since the development of the jatropha industry, but this is by no means an isolated case, but a microcosm of the whole country.
(End of this chapter)