Investment Life

"Xiao Chen, are you okay?" Sun Guoqiang asked with concern after personally welcoming Chen Yuanming into the gate.

"Thank you, Director Sun, for your concern. Just a few stitches, it's all right now."

"You." Looking at Chen Yuanming's indifferent expression, Sun Guoqiang shook his head, "It's just luck this time, but it may not be the case next time. You should bring a few more people with you when you go out. Hong Kong is too chaotic now, and there are many right and wrong , others are trying their best to escape, but you are rushing to squeeze in. Why, there is something on Hong Kong Island that you can't let go of, "

Faced with Director Sun's complaints, Chen Yuanming smiled apologetically, "Hong Kong is also a springboard for the mainland and the West after all. It is better to plant some seeds as soon as possible. This time, thanks to Director Sun's great help, things went so smoothly. .”

"Okay, you always have a lot of ideas, just know what you have in mind." Regarding Chen Yuanming's seemingly soft but hard attitude, Sun Guoqiang couldn't say anything.In terms of age, this young man may only be regarded as his nephew, but in terms of status, he is a successful entrepreneur on an equal footing with him, and he doesn't need to point fingers at all.

After a few simple greetings, Sun Guoqiang stopped talking nonsense, took out this document directly from his hand, and handed it to Chen Yuanming, "This is the income of Guoxing Fund in the first half of the year. In addition to copper and aluminum, we also tried it separately. In the operation of soybeans and natural rubber, there are losses and profits, and some experience has been accumulated.”

Chen Yuanming opened the notebook casually, and looked carefully at the pages. There are not many transaction records here, but the profits and losses are clearly marked. The current net profit is about 32 billion US dollars, and the cash is about 2 million less than before, but The spot entry has offset some, and basically there is no loss.

"The annual profit exceeds 150%, which is not worse than those hedge funds in the United States. Director Sun has done a lot of hard work." He closed the notebook with a smile, and Chen Yuanming praised it.

"Where is it?" Sun Guoqiang didn't dare to take the credit, "I still know how much of this is due to you, Xiao Chen. The test of the waters in the past six months has inspired us a lot, and it is definitely not just a few numbers on the books. Covered. The upper management is also very satisfied with the performance of Guoxing. It should be further put into operation in the second half of the year, but the current international situation has experienced some fluctuations. Therefore, our Guoxing may also face some adjustments in direction. Call you today , just want to discuss this matter.”

"International situation?" Chen Yuanming frowned slightly, "Isn't it also because of the Taiwan Strait?"

"Oh?" Sun Guoqiang asked in surprise, "What? You heard the news too?"

"I didn't hear the news, but I was personally affected." Chen Yuanming didn't hide anything, and briefly described the recent Feiyan area code incident and Yuanyang's recent situation, especially the cold reception Yuanyang suffered in Wall Street.

Sun Guoqiang listened very seriously, and after Chen Yuanming finished speaking, he let out a long sigh. "No wonder you suddenly decided to develop in Hong Kong. It seems that the current situation in the United States is more complicated than we imagined. In fact, this time we noticed that the situation was different. It was also in the last few natural rubber transactions. It launched a sniper attack on us, and if the operator did not find out in time, I am afraid that more funds will be lost. But this is still secondary, and the more important thing is that the country is now trying to tighten foreign exchange reserves and beware of the actions of US hedge funds."

Speaking of this, Director Sun's tone became a bit serious, "Xiao Chen, you may not be very clear about the current situation in the Taiwan Strait. Recently, the upper management has conducted several rounds of negotiations with the United States, but the attitude of the other side is very perfunctory. Pushed to the forefront by this hidden temptation. Further down, it may be a transition from the political level to the military level. This time the military’s attitude is very tough. If the United States and Taiwan do not restrain their arrogance, I am afraid that there will be real Firefight situation."

"I hope it won't come to this point..." Chen Yuanming's expression was not relaxed. Although he still had some impressions of the Taiwan Strait crisis, he remembered that this incident ended up being two rounds of missile tests and a confrontation with the US aircraft carrier, and there was no exchange of fire at all.But no one can say whether the current situation will be the same as in the previous life, and how to operate it depends on the decision of the upper management.

But if it is just to suspend international futures trading, there is no need to discuss with yourself, a nominal consultant, right?Chen Yuanming thought for a while, and knew that today's conversation hadn't entered the meat of the game. He opened his mouth and asked, "What about Guoxing Fund? Apart from tightening up the recent business, do you have any other plans?"

"It's not completely letting go." Sun Guoqiang shook his head, "Recently, we are still making some preparations for copper mines, but the country's attention to the futures market has obviously increased. Instead of making money in the international market, we should be a financial hunter , it is better to work hard to improve the international status of the Shanghai futures market. After all, the wool comes from the sheep, and the successful shepherd talents of the London Metal Exchange are our learning goals. A sound development of the international futures market is obviously more important to the country. .”

These words brightened Chen Yuanming's eyes. It is undoubtedly a more exciting thing to prompt the country to clean up and support the futures securities market. You must know that from 1994 to 1996, it can be said that China's futures market was the darkest and most chaotic period. At this moment, with the suspension of bulk futures trading and the permanent closure of treasury bond futures, hot money is now pouring into small futures trading, starting to speculate on products such as plywood and red beans. The situation is chaotic and complicated. It's jaw-dropping.

However, if the disorder and chaos in the domestic market can be cleaned up step by step, and the government can lead it to another direction, the advantages that can be obtained are also unlimited.In the future, many industries in China will enter the forefront of the world. If the right to speak is always in the hands of others, then no matter how much investment is given to others to shear the sheep, the real benefits will be exploited by those forces with pricing power At the same time, the soaring prices of other raw materials have also put a layer of shackles on China's development, and there are more than just crude oil or ore.

If we can pay attention to the international futures market from now on, it will undoubtedly be a real shot in the arm for China's future industrial development. This change has far exceeded Chen Yuanming's best expectations.

"Are you really going to start with the Shanghai futures market?" Flicking the armrest of the sofa with his fingers involuntarily, Chen Yuanming's voice was filled with excitement, "Do you have a target now?"

"There is some direction, but the upper management is still researching, so I want to hear what you mean as a consultant." Sun Guoqiang put it off quite rarely, and smiled slightly, "Have you heard of rare earth?"

How could I never have heard of it!In his previous life, from 2005 to 2008, the concept of rare earths began to heat up. I don’t know how many similar reports have been seen in financial newspapers. In this life, he has plunged into the electronics industry in Silicon Valley. Chen Yuanming understands the status of rare earths in electronic technology. Go deeper.

Now that this topic is suddenly brought up, it is simply overjoyed. "What?" Chen Yuanming asked, "Is the country ready to strengthen its control over rare earths? Through the international futures market?"

"Yes." Sun Guoqiang smiled, seemingly satisfied with Chen Yuanming's quick response, "Rare earths have created a lot of foreign exchange for the country in the past two years, but the price is too low for all to see. Recently, there is a plan to cancel the export tax rebate system for rare earths, further Export supervision and price control have been strengthened. After all, rare earth resources are considered rare in the world, and they are unique resources in China. Now the international pricing is even worse than that of coal, and the loss is too serious.”

For this point, Chen Yuanming may know more than Sun Guoqiang.Today, China is considered the largest exporter of the rare earth industry, and more than 90% of the world's rare earths are supplied by China.But at the same time, since the pricing power is in the hands of others, China has no choice but to sell at a low price.In the next few years, China's rare earth share in the world plummeted. Japan and South Korea, which rely on electronic technology to take off, plundered incalculable wealth by buying a large number of mines and illegal smuggling.Later, the United States sealed up its own rare earth mineral resources and protected its domestic mineral deposits through pure imports.

We must know that any mineral resource has its storage limit. The reason why rare earths are called "rare" is because their reserves in the world are too low. Such profligate mining and sales will bring disasters. The sexual consequences are, of course, self-evident.

But now, the idea of ​​increasing the control over rare earths is actually born at the top. If this goal can be truly realized, as the largest rare earth selling country at present, it may not be impossible to gradually regain the pricing power of rare earths. There is still too much shortage in raw materials, and it is impossible to effectively consume these raw materials. If this problem is not solved, simply raising the price will only allow more people to enter the smuggling industry one after another, just like the current coal industry.

The slightly stretched brows were frowned again, and Chen Yuanming finally sighed, "The idea is great, but there is a long way to go. The Chinese market is too complicated. If there is no way to make rare earth processed products more profitable, then the over-exploitation of rare earth raw ore and Smuggling will never stop, and people's profit-seeking psychology is often more terrifying than the law."

Unexpectedly, Chen Yuanming figured out the problem of rare earth industry supervision so quickly, and Sun Guoqiang also showed a gratified smile, "Yes, that's why the decision-making at the upper level needs to be more cautious. I didn't expect you to have a deep understanding of rare earths. So, are you interested in participating in this project this time?"

Chen Yuanming did not expect such an invitation, but it took a longer time, and he finally shook his head regretfully, "For the rare earth industry, I can only count the seven senses of the six senses, and I guess I will not be able to participate in the national competition this time." Deployed. But..." He changed the subject and smiled, "Actually, taking advantage of the tense situation in the United States, I also want to make some domestic investments, which happen to be related to 'rare'."

Sun Guoqiang gasped in surprise, "I haven't heard you say it before. 'Rare'? Could it be that you want to develop in some industrial direction?"

"In fact, it is also closely related to Feiyan." Chen Yuanming did not hide anything, and answered bluntly, "Recently, a new generation of DVD discs has been born. Currently, the best compatibility and stability is a gold disc. Its surface is coated Contains a dye called phthalocyanine, one of the raw materials for this product is molybdenite, and I wanted to do something about it."

"Rare metals?" Sun Guoqiang frowned in confusion, "But mining, excavation, refining and processing, the effort involved is not less than buying ready-made preparations? Even if you are interested in titanium cyanine, and Why bother to start with the mineral itself..."

Faced with Sun Guoqiang's question, Chen Yuanming just smiled, "In terms of commercial value, it is certainly not ideal to put into production the processing of raw materials. But from other aspects, there are reasons for it. The reason is very simple: because my hometown is rich in Molybdenum."