Rebirth of the Capital Legend

"Su Yi, are you free tomorrow?"

While Su Yi was reviewing the market conditions based on market news and emotions, and formulating a trading plan for next week, Fang Wanqing sent him a message on the WeChat account he logged in to.

"Tomorrow..." Su Yi thought for a while and replied, "I should be free. What's the matter? Is there anything you can do?"

Fang Wanqing said: "The investment project of 'Gusu Duozhi Network Technology Company' that I talked to you about last time. I told my friend in detail about your idea of ​​investing in their company. She agreed and wanted to make an appointment with you tomorrow. Let’s have lunch and talk about what we think.”

"Okay." Su Yi responded.

He was still very interested in the investment project that Fang Wanqing was talking about.

"I have also been paying attention to the stock market recently. You are trading on the 'Financial Street Fuxing Road' trading seat, right?" Fang Wanqing paused, then changed the subject and said, "You continue to increase your positions in the main direction of 'Lithium Battery'. You should be very optimistic about the future opportunities of the 'new energy industry chain', right?"

Su Yiwei said in surprise: "Aren't you an employee of Aberdeen Asset's venture capital department? Why are you suddenly concerned about the domestic secondary market?"

"The secondary market and the primary market are also closely related." Fang Wanqing replied.

She would not say that she wanted to know more about Su Yi, so she paid more attention to the market trends in the secondary market and the trends in Su Yi's trading seats.

"That's true." Su Yi replied lightly, without thinking too much.

Fang Wanqing paused for a while and then said: "Since you are so optimistic about the future market of the 'new energy industry chain', I wonder if you are interested in the primary market investment projects of this industry chain?"

"What, do you have any related projects?" Su Yi asked.

After this period of contact between him and Fang Wanqing, the two of them were no longer so unfamiliar and alienated in their usual chats.

During the conversation, there were mostly straightforward questions and answers.

Fang Wanqing said: "There is actually a project that was killed after being screened and inspected by our company."

"What specific project?" Su Yi asked curiously.

"It's a company that makes negative electrode materials for 'lithium batteries' and is looking for financing projects." Fang Wanqing said, "This company plans to raise around 5000 million yuan. If you are interested, I will share the company's information and The financing plan that has been rejected by our company will be sent to you."

"Okay, thank you." Su Yi responded hurriedly.

At present, in terms of the layout of the 'new energy industry chain', he already has a 'Putai New Materials' company in his hands.

Facing the 'new energy lithium battery' industry, the scale of the industry is destined to explode in the future.

As long as the operating conditions of the anode materials company mentioned by Fang Wanqing are barely acceptable, he will not hesitate to invest.

After all, with his current network of contacts, truly high-quality investment projects with obvious future explosive potential are not his turn.

Therefore, he can only pan for gold in the so-called sand for the time being.

"You're welcome." Fang Wanqing replied, "Anyway, projects that have been killed by the company are of little use to me."

After speaking, Fang Wanqing immediately sent Su Yi the relevant information about the project she just mentioned.

Su Yi opened the information and looked at it.

I saw that the lithium battery anode material company mentioned by Fang Wanqing was called 'Qianzhou Zichen New Materials Co., Ltd.'. It was established in 2012. The current operation of the company is similar to that of Su Yi's investment in 'Putai New Materials'. The company is basically the same as before. It is all due to business transformation, new production lines, order volume, yield rate, production costs and other factors, which have led to the company's current operating difficulties and the risk of the capital chain being broken.

That’s why we desperately sought OTC financing.

According to the introduction in its financing plan.

The current business scale of this company is smaller than that of 'Putai New Materials' Company, and the customer list in the industry has not been developed much.

If, at this time, it is still at the trough of the entire 'lithium battery' industry cycle.

Even the entire industry and related industry chain companies are all losing money.

Then, Su Yi can conclude that with the current operating conditions, this company has a high probability of not surviving for more than a year.

But now the east wind of the entire 'new energy industry' has arrived. It can be foreseen that... the subsequent production capacity related to the entire industry will experience a blowout of demand due to the explosion of the 'new energy vehicle' market. In this way, this company has not yet Companies that demonstrate a certain degree of competitiveness will most likely be able to rely on the entire industry to accumulate technical experience and survive against the background of rapid expansion of production capacity needs.

"Qianzhou Zichen New Materials Company..."

After Su Yi read the relevant information, he muttered to himself.

In his mind, in the memories before his rebirth, he vaguely remembered this company. In the end, it fought its way out of the outbreak of the entire 'new energy industry' and became one of the companies that occupies a large market share in the entire 'new energy industry chain'. A well-known lithium battery anode material company in the industry.

"How about this? Do you think this company has investment potential?"

Seeing that Su Yi didn't reply for a long time, Fang Wanqing took the initiative to ask.

Su Yi came back to his senses and responded: "Judging from the data, this company is currently encountering considerable difficulties, but this company also has its own unique advantages. Whether it has investment potential or not, I'm afraid we have to conduct an on-site inspection before we can be sure." Judgment, yes...this project was rejected by your company's investment department. Can you tell me the reason? "

Fang Wanqing said: "The company's operating conditions are too bad. It faces many competitors in the same industry, and it does not have any technological advantages or first-mover scale advantages against its competitors. In addition, as a traditional manufacturing enterprise, the gross profit margin and The net profit margin is too thin and the ability to resist risks is too poor.

Even though the future direction of 'new energy industry' is a huge emerging incremental market.

But the company was evaluated.

I think this company even received 5000 million yuan in financing.

Relying on this capital, it will be difficult to further expand the scale, reduce costs, achieve profitability, and survive in the competition with current market competitors.

In other words, the risk of investing in this company is not proportional to the future returns.

Compared with future investment returns, investment risks will be very high.

Of course, on the other hand, it is also because our company’s main investment direction is in asset-light Internet companies and other consumer companies.

For this kind of asset-heavy manufacturing enterprise, the net profit margin is very low.

The review of financing projects is relatively strict.

This led to the financing plan submitted by this company being rejected by the company's investment department leaders at the current outbreak of the 'new energy industry'. "

"I understand." Su Yi replied, "Thanks for letting me know."

Fang Wanqing smiled and said, "That's nothing? Oh... By the way, I'll send you the address where we'll eat tomorrow. Don't forget it at noon tomorrow."

After saying that, Fang Wanqing glanced at the time and said "good night" to Su Yi.