Chapter 318 Meeting
The Milan River is a typical arid area basin with an available volume of 1.18 million m.
The second phase of Luoyang Potassium Project will require at least 3000 million cubic meters, which is equivalent to a quarter of the entire river 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 21.8%, and its voice in the board of directors is second only to China Development Bank.
However, in recent years, it has been following the footsteps of China Development Bank and basically has not interfered with specific management.
So when Jiahe proposed to participate in the ecological environment governance of Milan River, Li Shoujiang, the then secretary of the board of directors and deputy general manager of Guotou Luo Potassium, readily took it up.
The Milan River Water Conservancy Project involves the Second Agricultural Division, Tarim Basin Management Bureau, Survey and Design Institute, Guotou Luo Potassium, Ruoqiang and other participating units.
For Luo Jia, having a reliable partner inside is naturally the best thing.
They even suggested that Jiahe should participate in other ecological water transfer projects.
After this experience, Guo Yang was a little confused. Did Jiahe fall into a misunderstanding?
During this period, the country carried out numerous ecological governance and ecological water transfer projects in the western region.
It is impossible for Jiahe to participate in all of them personally.
But seeds and seedlings can be sold.
Improve the efficiency of ecological water transport by rapidly promoting plants that conserve water resources.
If we cultivate more drought-resistant crops, what would happen if the water requirements of crops such as corn, soybeans, and cotton were reduced by half?
After being stunned for a while, Guo Yang still thought it was a bit far-fetched.
Cultivating drought-tolerant and water-saving crops requires natural energy, while selling seeds and seedlings only earns money.
You can promote and sell plants, but you must also personally participate in ecological restoration and management.
The demand for natural energy is indispensable.
...
Hexi Dairy, Brand Publicity Department.
The office is full of vitality.
"The 110-meter hurdles preliminaries will be held in two days. Hurry up and prepare the materials you haven't prepared yet, and check again if you are ready."
"There can be no mistakes this time either."
Zuo Wei emphasized this over and over again in the office.
During the last melamine incident, Zuo Wei's remarks to the media deeply touched consumers.
Some netizens said that she exudes the radiance of motherhood.
The brand image of Hexi Dairy has been further enhanced 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 this time?"
"It's important to take it seriously whether you can win or not." Zuo smiled and said, "Liu Xiang has maintained a very good form this year. Including the indoor competition, he has won the championship eight times before. He is also the favorite to win this time."
"Liu Xiang is in great shape!"
"That's a bucket of milk every day!"
"If I win the World Championships again, I will have achieved my personal Grand Slam and my golden body will be complete!"
“And then there’s the Olympics next year!”
The group was having a heated discussion.
Suddenly, an employee saw a piece of news.
"Sister Wei, it seems like the group headquarters is going to be very popular."
"fire?"
"what happened?"
"An article about the headquarters was published on the NetEase portal website, which also included a video."
Everyone had seen the video in the group that night and knew that the former richest man had gone to Jiuquan with his team.
For a moment, I was really curious about what NetEase had released.
Found relevant links one after another.
Ding Lei appears on the cover of the video in the article.
The content is divided into multiple sections.
"What was once a barren desert is now an oasis with flowers."
“An agricultural kingdom in the vast desert.”
“The world’s largest rooftop organic farm.”
“Bring Farmville into the office.”
“What is the best beer in the eyes of the former richest man?”
“How did honey milk, honey beer, and other high-quality agricultural products come into being?”
After watching for a while, everyone felt that this matter might attract a lot of attention.
NetEase’s influence cannot be underestimated.
Happy Farm is also very popular.
Zuo Wei reacted immediately and got to the point.
"We'll adjust our promotional strategy this time."
“It would be best if we could combine it with NetEase reports to create an interactive experience.”
"We also have honey milk. If we hurry up, can we get it on the market earlier?"
……
After Guo Yang got the news, he also opened NetEase’s portal website.
When Lao Ding left, he forgot to tell him that Jiahe didn't want to be in the spotlight.
But it doesn’t hurt.
NetEase portal is originally responsible for this business, so it will definitely grab any traffic it has, especially if it is positive reporting.
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 also brought some pressure to several companies.
We can only be more objective and fair in the sampling procedure and not give anyone a handle to hold against us.
Then he found the manuscript.
It is a travel record that introduces the management of the Gobi Desert, the scenery along the way, and Jiahe’s products, food and beautiful scenery.
After reading the whole article, Guo Yang felt that this was a manuscript written by a travel agency ghostwriter.
The only difference is that the protagonists of the incident are NetEase and Ding Lei, which gives people a very different feeling.
Not long after it was posted, there were a lot of comments below.
In addition to commenting that Ding Lei was not doing his job properly, many netizens also paid attention to Golden Harvest.
Gobi flower sea, organic farms, beer, honey milk, etc. have all attracted some attention.
There is really too little news about the Northwest on the Internet.
There are even fewer companies in the Northwest.
Even Internet users rarely see Northwest IPs.
This contact between NetEase and Golden Harvest has made more ordinary people aware of the existence of such an enterprise in the Northwest.
The flower sea headquarters in the Gobi Desert, just a quick glance will show how creative and bold it is.
Many people have put the Northwest on their travel shortlist.
There are also some people complaining that Jiahe Supermarket is too far away and too few, and some things are in limited supply and difficult to buy.
Now this promotion makes it even harder to buy.
Popular products like honey are basically sold out as soon as they are put on the shelves.
Other products also have this trend.
Don't worry about having too much debt.
The only thing we can do is make the people suffer more.
This also further illustrates the scarcity, and some people just like this.
……
"The former richest man is still quite prestigious. The number of people visiting the Jiahe store has increased a lot in the past two days."
In the conference room,
While the boss was not here yet, the heads of Weiguang, Jiahe Grain and Oil, Jiahe Supermarket, Huinong.com and Jiahe International were also chatting.
"Ding Lei is a benefactor of Jiahe Supermarket. He praised Jiahe's products in front of the media last time, and this time he brought in more traffic."
Dong Xu, general manager of Jiahe Supermarket, was smiling.
Yang Cheng asked in a dim light: "How many stores does Jiahe Supermarket plan to expand this time?"
Dong Xu thought about it and said, "It's hard to say now. The boss will decide the final plan."
Yang Cheng nodded. During this period, Weiguang’s investments in the stock market, except for Tencent and Apple, were all cleared out.
This money has to go somewhere.
He looked around at the people present, and the most likely ones were the supermarket and Huinong.com.
Yang Cheng looked at Qu Sheng of Huinong.com and said, "Happy Farm and Huinong.com will also benefit, right?"
Qu Sheng smiled and said, "It is the office potted plants that are popular, and the seed business is the main beneficiary. However, 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.
The meeting got straight to the point when it started.
Guo Yang said, "Let's start with Dong Xu. There happened to be a new situation in the supermarket these two days. What does your management team think?"
"There are two options."
Dong Xu's assistant distributed the prepared materials before explaining in detail.
One is to refer to the model of Walmart + Sam's Club and adopt financing methods to rapidly expand influence across the country and even the world.
The other option is to maintain the current business model, focusing on Jiahe’s high-quality agricultural products and targeting high-end users.
The former involves financing and listing, and also requires changes to the existing business model.
However, in Guo Yang's mind, supermarket is not a particularly good business.
Even strong companies like Yonghui, Carrefour and Walmart will continue to close stores in the future.
Golden Harvest has always focused on high-end products.
If we force ourselves to compete on supply chain and cost-effectiveness, it will be incompatible with Golden Harvest's current positioning.
Price, channels, promotions, personnel, and process management are not Golden Harvest's advantages.
It’s just the products that are the sharpest knife of Jiahe Supermarket.
What can dominate the market is never a certain business model. Whoever can control the user group will be able to thrive in the market.
Guo Yang said: "Instead of copying other people's business models, it is better to magnify your own advantages and win over users."
This is what Guo Yang was thinking during this period.
The future is a super-volume society.
There is no future or profit in competing on low prices. There are already enough people and companies on this track.
Why not Jiahe achieve the best in the high-end field?
We will continue to significantly raise the requirements for products purchased from outside and eliminate those that do not meet the standards.
We also strive for excellence within the system.
Keep selling at high prices.
To be the most stylish supermarket in China.
...
After the supermarket is Huinong.com, which also ends quickly.
Its core is only one: financing, introducing strong partners, and building a nationwide B2B agricultural products e-commerce market.
As for C2C, that is the blueprint to be drawn up when raising funds.
With the improvement of rural infrastructure and the construction of information base, agricultural products e-commerce is also full of prospects.
It’s a little early now, but we can do it.
Moreover, Alibaba and JD.com do not dare to venture into agricultural products e-commerce now, but Huinong.com, backed by Jiahe, has the confidence to do so.
This is also a key factor in financing. …
When Yang Cheng heard that Huinong was going to raise funds, he was shocked.
This seemed quite abrupt in the conference room where only Guo Yang's voice could be heard.
Guo Yang teased: "Why, the soul has returned to its place?"
Everyone laughed.
Yang Cheng smiled and said, "No, I think there is a lot of money in Weiguang's account. With Tianhe, it should be enough to benefit farmers."
Guo Yang said: "The goal is to bring in partners. E-commerce is not like stock speculation."
"Hahaha."
There was laughter in the conference room.
A shares have been a hot topic recently, and it’s no exaggeration to say that everyone is investing in stocks.
Inside Golden Harvest, there have always been rumors that Weiguang made a lot of money in the stock market, and Yang Cheng even earned the title of "Golden Harvest Stock God" because of this.
Qu Sheng joked: "God of Stocks, can you recommend a few stocks?"
"Just don't buy it now." Yang Cheng said, "If you want to buy it, you should ask the boss for a recommendation. The boss is the real stock god. Wei Guang is operating according to the boss's instructions."
Although Wei Guang's operation was very rigid, Guo Yang showed enough respect to Yang Cheng on the surface.
He didn't want to say more about it.
"How much cash is in Weiguang's account now?"
"20.3 billion. Except for Tencent, Apple and the real estate, everything else has been sold. By the way, the market value of Apple has doubled. Should I reduce my holdings?"
"Need not."
Listening to the calm conversation between the two, Qu Sheng, Dong Xu and others were not at peace.
And you still say you are not a stock god?
Even Gao De, who controlled huge amounts of money, looked at Yang Cheng in surprise, as he had no sense of presence since the meeting began.
Qu Sheng couldn't help but ask, "Clearing out your stocks at this time means you are not optimistic about the stock market? Isn't it booming now?"
"When even the grandpas and aunts who buy and sell vegetables are discussing stocks, it is already the most dangerous time." Guo Yang thought about it and said, "If you have stocks, sell them quickly!"
People from Huinong and Jiahe Supermarket left the meeting room one after another.
It seemed that Gao De couldn't hold back any longer.
"Boss, due to drought in Africa, locust plagues are breeding on a large scale."
"Is the information accurate?"
"Old Yu sent back news that due to the continuous drought, large numbers of locusts are spreading from North Africa to West African countries."
"Food harvests are threatened in Mauritania, Mali, Senegal, Niger and Chad."
“Africa is truly a land of disasters.”
Locusts are extremely destructive and can eat up a large area of crops in just minutes.
If it breaks out at this time, the cassava, millet and cash crops that have not yet been harvested will be destroyed.
This is definitely good news for Jiahe, which is long on grain futures!
Guo Yang asked, "Has it spread?"
“There has been no report from any international organization yet, but there have been unusual movements in the futures market, and it has risen a bit recently.”
With a stronger sense of confidence, Guo Yang said, "Weiguang and Jiahe Grain and Oil will both go all out to go long in the future."
"Except for keeping some of the funds on hand to prevent unexpected risks, the rest should be added in. The leverage should not be controlled at 4-5 times, but directly at 8-9 times."
Guo Yang arranged them one by one.
At this moment, the steady Gaode was a little hesitant. Although the leverage of eight or nine times was not fully drawn, it was almost there.
A slightly larger fluctuation may result in a margin call.
"Isn't that too radical?" Gao De said, "Domestic corn production has increased this year?"
Guo Yang hesitated for a moment, and when he saw that only Gao De and Yang Cheng were there, he said softly:
"Based on last year's figures, another 6 to 7 million tons will be added, and this is without taking into account the increase in corn planting area across the country."
"Hiss... so many?"
Last year, the total domestic corn output was 1.76 million tons. Based on this calculation, this year's corn output will be around 2.4 million tons.
Gao De and Yang Cheng both widened their eyes when they learned this data for the first time.
This is so fucking horrible!
In 2006, the world's corn production was 6.887 million tons.
The United States' corn production is 2.72 million tons.
Domestic corn production increased by 3000 million tons last year, and most institutions predict that this year's increase will be around million tons.
This will directly result in an increase in production of 7000 million tons?
Then how can we make more?
Gao De subconsciously said: "Do you really want to go long? Shouldn't you go short?"
Guo Yang shook his head. "This news is still secret. The market will not be able to react for a while. By the time the statistics are completed and the data is released, it will be at least March next year."
“But it was announced in January this year?”
"That was announced in advance to deal with potential risks, and the data was also combined with Tianhe's user survey." Guo Yang smiled, "Besides, statistics is a science."
Gao De and Yang Cheng savored it carefully.
This sentence is very meaningful!
Guo Yang did not explain too much, and continued: "Besides, the rise in the commodity market is a general trend now, and it is a means for the Americans to transfer the impact of the subprime mortgage crisis."
“A prolonged depreciation of the dollar will only fuel speculation in oil and grain futures.”
"The mortgage-backed securities, stocks, financial derivatives markets, and mortgage markets are all going to see trillions of dollars of capital being withdrawn in the future."
"If Jiahe shorts at this time, it will only be drowned by the market tide."
Although the financial crisis had not yet broken out, Gao De and Yang Cheng both tacitly accepted this fact under Guo Yang's indoctrination.
Now we realize that even if the news of increasing production by 7000 million tons is released immediately, it will not be able to stop the trend led by the Americans.
It would be better to keep it secret and release it at a critical moment...
“Indeed, now is the best time to go long.”
"The key is to find the timing of the reversal."
Listening to the two people's discussion, Guo Yang said: "The reversal will have to wait until at least next year's summer grain harvest, or even autumn harvest."
"It takes that long?"
"What a disaster!" Guo Yang repeated.
Yang Cheng didn't understand. Gao De pondered for a moment and said, "Locust plague in Africa?!"
"It's almost September now. If the locust plague is not under control by now, they will basically have grown into adults, and we won't be able to escape the plague next year."
"Many African farmers will simply give up planting because they assume the food will be eaten anyway."
"Also, this year is the El Nino phenomenon. Disasters have occurred frequently in the first half of the year, and now only South America has not... South America???"
"September and October are the planting season in South America. If something goes wrong at this time, it will also be a factor that induces more production, but will it happen?"
Gaode analyzed it bit by bit and figured out the key points.
Regardless of whether there will be problems in South America, there are already enough reasons to go long.
The time, the place and the people are all right. Should you keep the money you have to have a baby?
Go long!
Go long!
Go long!
The purpose of the meeting was quickly achieved.
In the futures market, follow the general trend, work hard to go long, and then make money! Make money!
This is the most important thing for Weiguang and Jiahe Grain and Oil next.
Guo Yang pondered for a moment, "One more thing, it would be best if Jiahe could acquire shares in one or two banks at home and abroad."
Gao De and Yang Chengran.
……
After the meeting.
Guo Yang sat alone in silence for a while.
In the coming year, the profits from the futures market will be the basis for Jiahe to promote the national desert park project.
The National Desert Park is the project that covers an area of half the size of Zhejiang.
From finance to industry, after investing tens of billions of dollars, there will always be some results.
At worst, as long as there is natural energy, the core industrial businesses of agriculture, forestry, animal husbandry and fishery will be able to maintain their leading edge.
At the same time, it also adds another layer of amulet to yourself. How many wealthy people in the country would do such a thing?
Not to mention ecological restoration, let’s just talk about agriculture.
Many companies take advantage of the convenience the state provides to agriculture and take the opportunity to invest funds in other high-profit industries.
This situation is not uncommon.
This goes against the original intention of industry development.
If Jiahe really invests the money it earns from the financial sector into ecological restoration and agriculture, how many people will be qualified to touch it in the future?
Although Guo Yang had revealed the news of increased corn production to Gao De and Yang Cheng, he actually still had many reservations.
For example, the damage caused in the United States by red fire ants and caltrops is not vegetarian.
Both are deployed in the Great Plains, which is also the main grain-producing area of the United States. If nothing unexpected happens, it 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 level can stop it at any time.
Therefore, the timing of the reversal depends on when international capital sets its sights on the domestic grain market.
But in order to add an extra layer of insurance, Guo Yang called Yu Qin and Yu Honghai respectively.
Got the answer I wanted.
There are already many biological agents for controlling locusts in the world.
Just has some undesirable features.
Because of the drought in the summer, a locust plague almost occurred in the northwest, so the King of All also conducted research in this area.
What is lacking are more effective and broader-spectrum strains, as well as factors such as cost.
All Guo Yang could think of was to provide strains with better biocontrol factors.
Can fungi be grown in seed shops?
He thought he could give it a try, or perhaps indirectly cultivate the desired fungal agent through locusts.
It seems that the existing locust biological agents are isolated from locusts, so they work in theory.
Guo Yang vaguely remembered that there was an outbreak of locusts in China later, which caused heavy losses. It is better to be prepared.
From Yu Honghai, Guo Yang also learned that the seed business in Africa was developing well.
In some African countries with an agricultural base, Jiahe provides various means of production to farmers and farms on the condition of buying back the food grown by farmers.
Corn, cassava, rice, wheat... have gradually opened up the market.
It is still uncertain whether the buyback will be successful, but the situation has indeed opened up quickly.
These are all things that can increase production.
As for bananas, the seedling factory has also started to produce seedlings...
Perhaps the impact of the locusts that hatch in the next few months will exceed the expectations of the international community.
August 29th.
At the business meeting of Muhe, Tianhe, Quanwang, Fengkai, Donghe Agricultural Machinery, Jiahe Grain and Oil, Hexi Dairy and Hexi Animal Husbandry, Guo Yang once again emphasized the assistance to Africa.
In addition to the export of agricultural inputs, we must also work hard on agricultural technology.
We must overcome any difficulties first, at least to suppress the locusts to a certain extent next year so that farmers can sow seeds.
Provide more favorable factors for grasping reversal short selling.
These companies are also the main drivers of Golden Harvest's performance.
There is only one purpose for bringing these people together: the entire agricultural industry chain.
Jiahe's business is mainly concentrated in the large-scale agricultural field, and the industry complementarity is strong.
After several years of development, the main businesses have already achieved a leading position.
Certain results have been achieved in the development of the entire industrial chain, but it is far from enough.
The four industrial chains that Jiahe can truly call a complete industrial chain are corn, wheat, soybeans, and milk.
Planting and breeding-purchasing-warehousing-logistics-processing-sales, this is the mainstream full industrial chain model in the world.
This is also the gap between Jiahe and the four major grain traders.
(End of this chapter)