Chapter 104 War without smoke

Companies are waiting for money.

Guo Yang was not in a hurry to cultivate new seeds. He took Xie Shijie and rushed to the capital.

It is most appropriate to describe the soybean futures market in 2003 as magnificent and full of ups and downs.

Before August, soybean prices fluctuated widely and the battle between bulls and bears was quite fierce.

Then, influenced by a series of news, soybean contracts rose from 2420 yuan/ton to 3499 yuan/ton, an increase of 1079 yuan, or 44%.

It was not until early November that the market began to adjust under policy intervention.

Weiguang Company started to gradually build up long positions in October, but did not make much profit.

However, Guo Yang had already established a position of 5000 million US dollars in overseas accounts through a Hong Kong company in the first half of the year.

Lurking quietly in the Chicago futures market in the United States.

The financial market is full of blood and gore, and the entry of large amounts of money into the market will inevitably attract attention.

Although Guo Yang knew the general trend, he was also afraid of being sniped by financial oligarchs.

Therefore, he never expected to gain big returns with small investments.

Yang Cheng is also a middle-aged man who seeks stability.

The remuneration offered by Weiguang Company is generous. Except for the lack of autonomy in the financial market, everything else is good.

In this case, Weiguang Company has always controlled the risks.

But in recent months, Hong Kong companies have achieved significant growth.

Just like a parasite lurking in the giant crocodile, it constantly absorbs nutrients.

Beijing.

The wind was whistling on the earth, blowing up a thick layer of dust. Sand and stones were flying all over the sky. Some trees were rustling in the wind, and the air was filled with choking yellow sand.

This was Xie Shijie's first time in Beijing. Seeing the situation similar to that in the Northwest, he couldn't help but sigh: "I didn't expect the sandstorm in Beijing to be so severe!"

The driver said, "This is nothing. The sandstorms in March and April are really bad. The wind is howling, and the flying gravel hits the car, making a clanging sound."

"Boss, do you think this dust comes from Minqin?"

"Of course there is. With the help of high-altitude air currents, sand and dust can reach areas tens of thousands of miles away. You may encounter sand from Minqin even in the United States."

The business car drove all the way to the office of Weiguang Company in the wind and sand.

General Manager Yang Cheng was waiting downstairs of the office building early. When he saw Guo Yang and Xie Shijie coming, a flattering smile appeared on his face.

"Boss, Mr. Xie."

Guo Yang covered his mouth and nose and nodded.

Yang Cheng has done a good job in the past year and has fully played the role of a tool man.

It is still the same office area, low-key and simple, and you can't tell at all that this is a financial company with hundreds of millions in revenue.

There are more employees, about twenty people now. The company's main business is stocks, futures and other salaries.

When Guo Yang came in, he could still see that the employees were in a relaxed state of work, but he didn't say anything.

The nature of Weiguang Company means that it is difficult to keep busy.

Sitting in the boss chair, Guo Yang picked up a stack of newspapers from the table, while Yang Cheng was busy mixing tea and pouring water.

There are a wide variety of newspapers, including Grain and Oil Market News, Futures Daily, International Business Daily, China National Times, etc.

Guo Yang took a quick look and got an idea of ​​what was going on, so he assigned a job to Yang Cheng.

"Weiguang and Hongdao Company should each close a portion of their positions!"

Yang Cheng's hand shook as he poured the water.

"The international soybean market has strong demand, the U.S. soybean production has decreased, and the fundamentals are in short supply. The soybean market is still bullish!"

"The Northwest is in urgent need of money, about 6000 million RMB."

Yang Cheng said: "Then it is enough for Weiguang Company to close part of its positions. It will be more troublesome for Hong Kong Island funds to enter the country."

"Hong Kong companies also need to make some preparations so that they can enter the country in the name of investment."

“What to invest in?”

"There may be an opportunity to pick up bargains in the soybean industry." Seeing the two people's still puzzled expressions, Guo Yang took out a few newspapers and started drawing with a pen.

Yang Cheng took a closer look.
First, in recent years, my country has imported about 1000 million tons of genetically modified soybeans each year, mainly used to produce salad oil. Currently, more than 50% of the soybean salad oil on my country's tables is genetically modified food.

Second, the GMO policy implemented in January 2002 is an effective policy for the country to regulate soybean imports.

Third, countries across the ocean are wielding the sticks of tariffs and quotas.

Yang Cheng touched his forehead, and Xie Shijie also came over, but both of them were a little confused.

What chance is there?
Although liberalizing soybean imports is bad news for the domestic futures market, the fundamentals are there. Can it be reversed?

Guo Yang was not surprised either.

In fact, even the management departments have little contact with the operation of international grain traders and capital. They may be aware of others' ill intentions, but they don't have a good way to deal with them.

As for the companies in the soybean industry chain, many of them have interests in imported soybeans.

At this time, Chinese people's understanding of GMOs was limited to some media reports.

Yang Cheng was puzzled. “I have also read reports that the international community has not yet reached a conclusion on the safety risks of genetically modified products.”

Xie Shijie then looked at Guo Yang.

"Boss, do you know the dangers of genetically modified organisms?"

Guo Yang spread his hands. The two of them didn't understand what he wanted to say at all, and they were too lazy to explain and just kept talking nonsense.

"If you eat too much genetically modified cooking oil, your child will not match if you do a paternity test in the future."

The two were frightened and stunned.

After a long while, Yang Chengcai asked, "Then can the genes be transferred back after eating blended oil?"

Guo Yang, who was about to drink tea, was choked. TND is really talented. The reaction is really good.

At the same time, he looked up and down.
This Yang Cheng looks very honest, could it be that he's been cheated on?

……

Magic City, Lujiazui.

Founded two years ago, Yihai Group is a relatively low-key company, but with factories spread all over the country, it has gradually grown into the country's largest grain and oil processing group.

However, the controlling shareholders behind it are ADM of America and Wilmar International Group of Singapore.

ADM, a grain giant that is more like an oil company, is one of the world's four largest grain traders.

Together with Cargill and Bunge, Louis Dreyfus controls the global food trade.

The Eagle Guardian once described the four major grain traders in this way: "As long as you live in this world, you can't get rid of the four major grain traders."

Whether it was the politically conditioned food aid to Europe after World War II;

a joint embargo on food shipments to former polar bears;

The tragedy of genetically modified soybeans in South America;
the collapse of rice markets in Southeast Asia;

Or there may be a food crisis in the next few years, and the fire of revolution may spread to Arab captains, and riots may also break out in Haiti, Somalia, India and other countries.

Even the four major grain traders were behind the war between the Polar Bear and Ermao.

After a large amount of agricultural products from grain-producing countries such as polar bears flowed into the market, the interests of the four major grain traders were affected. The consortium composed of farmers and arms dealers continued to lobby the government to provoke conflicts.

After the conflict broke out, the four major grain traders took the opportunity to make huge profits.

In April of the following year, the domestic soybean industry suffered a severe blow and countless companies went bankrupt.

At this time, the four major grain traders appeared and acquired soybean crushing companies in a rescue gesture.

Chen Changtao is the general manager of Wilmar Group. He has a bald head and a noticeable belly.

He hung up the phone, suppressing his excitement, and then continued to laugh.

"Hahaha……"

A tall and thin man walked in from the doorway and said, "Brother, what's the good news? You're laughing so happily, I could hear it from a long distance away."

Chen Changtao said with a smile,

"We received news from the headquarters that restrictions on soybean imports will be permanently lifted starting from the end of February."

(End of this chapter)