The reason why our country's "soybean data" is difficult to produce is because data often needs to spend a lot of manpower and financial resources to exchange. Look.Mao.Line.Chinese.Text.Net

Qi Zheng has always liked to know in his heart, so Jiagu has always invested in market data survey statistics.

"Since 2000, domestic soybean crushing companies have been desperately pursuing the scale of crushing because of the rising price of oil and fat, tempted by profits. In 2000 alone, there were more than 1,000 oil processing enterprises in China, and by last year, the total effective crushing capacity in China had reached 60 million tons per year, and the production capacity had been seriously overcapacity. ”

Wang Yuye paused and continued, "Last year, soybean companies blindly purchased soybeans in the dark, which intensified the fierce competition after the price drop this year, and further led to the loss of the whole industry. There is no doubt that even without the involvement of foreign capital, the domestic soybean processing industry has reached a period of consolidation. ”

Qi Zheng rubbed his chin and nodded slightly.

Rationally speaking, the domestic soybean processing enterprises are uneven, especially in the management of there are great deficiencies, and basically only focus on a certain link in the soybean industry, the industrial chain is too short, the business model is single, resulting in too concentrated sources of profits, once the accident occurs, they can only lose money, serious can only go bankrupt or be merged.

To put it cruelly, if the interference of foreign capital is excluded, the "soybean crisis" is not necessarily a completely bad thing - after this round of crackdown and integration, the orderly competition of the oil industry will inevitably be improved to a certain extent, the overall production technology level and production efficiency of the industry will also have significant progress, and product quality can also be improved.

Jiagu cannot prevent the entry of foreign capital, and what it can do is to maintain a certain share of national capital in the domestic soybean industry, maintain the competitive pressure on foreign-funded enterprises, and avoid the domestic soybean industry being completely controlled by foreign capital, threatening the domestic grain and oil security.

But...... It's not the best time to get in. Look at 'Mao's line, Chinese, and net

"We have to wait a little longer, most of the oil companies are not yet in a completely desperate situation, and we have to wait until they are desperate before we can come on the scene. Qi Zheng's tone was very gentle, but the words he spit out were extremely cold.

And Wang Yuye didn't feel that there was anything wrong, feelings belong to feelings, and business is business!

Since they are all "robbing while the fire is hot", of course, we must start at the cheapest time; moreover, "robbing while the fire is hot" is also to have technical content, and the most important thing is to pay attention to the appearance of eating - it is best to be able to send charcoal in the snow, so that the "robbery" of the other party may be able to gain a wave of gratitude?

......

The two "swishing" foxes are spying on the opportunity of the "robbery," and the forces of all parties, unwilling to be bullied by the United States, have already taken action.

Media coverage has attracted the attention of the state.

In the face of surging and fermenting public opinion, the relevant departments did not dare to watch.

Some of the solutions to the soybean crisis have been proposed, led by the Chamber of Commerce for Import and Export of Native Animals and the National Grain Group, and the establishment of a joint procurement mechanism...... Balabala's.

Well, these methods seem to be "beautiful".

But for the real insiders, isn't that for fun?

"Establishing a joint procurement mechanism" sounds very powerful, but in fact I don't know what it means -- wasn't the previous procurement in the United States jointly purchased by more than a dozen enterprises, including the National Grain Corporation? What kind of mechanism is needed?

"Let soybean enterprises go out" is even more funny, if there is the strength to go out, can they still suffer such a big loss in their own country? Even if it is put forward as a direction in the future, it is not urgent - now many enterprises are going to be hanged, is it difficult to let the "corpse ~ body" go out?

The upper level is unreliable, and it can only rely on the enterprise itself.

Soybean prices are still falling, as if there is no end in sight, soybean oil and soybean meal are close behind, as if on a slide, corporate losses are magnifying step by step.

Li Guangfu's Beinong bean industry is already in a dilemma, and four of the country's seven processing plants have chosen to stop production, with a monthly loss of up to 30 million yuan.

On the one hand, he is gritting his teeth and fulfilling the contract to import American soybeans at a high price under the example of the US side -- as a large manufacturer, it is difficult for him to default on the contract without saying a word, like other small manufacturers, and on the other hand, he is constantly losing money...... Seeing that this is a dead end, action must be taken.

In May, under the tandem of Li Guangfu, more than a dozen crushing factories that accounted for half of the country's crushing capacity and the same miserable gathered to reach an agreement that international soybean suppliers must reduce prices, otherwise everyone will work together to reduce the import arrivals in the next quarter and halve the import volume in the second half of the year, while sharing the existing inventory......

Market prices have always been determined by both supply and demand factors.

As the world's largest importer and demander of soybeans, Li Guangfu feels that he is fully "qualified" to exert "demand-side" influence and influence market prices.

In the past, the reason why they passively accepted the international prices unilaterally dominated by the United States was that they lacked the necessary means and determination; now, seeing that they are about to be finished, they can prepare for the future if they do not "harden" themselves.

Together, we will at least prove that we are not easy to bully, and if the US side does not make concessions, it will simply lose both.

......

The move paid off, and a few days later, international soybean suppliers came to China to discuss a joint response to the threat from Chinese crushers.

Unfortunately, Li Guangfu and his family did not know that the results of the discussions among international soybean suppliers were that the seemingly stubborn Chinese crushers had reached the point where they could be crushed by a straw, and the threat was not to be feared.

This is because multinational grain traders are well aware of the situation of Chinese buyers - China's soybean demand, imports, inventories, production and other basic data are all available to the US Department of Agriculture and the US Soybean Association, and have even become the main reference basis for domestic soybean processing enterprises.

Through analysis, it is known that Chinese crushers are actually at the end of their power.

This one-way transparent information asymmetry is simply terrible.

To put it mildly, it is difficult for Li Guangfu and them to lose both.

In this way, who wants to negotiate with you without fear?

The main thing is that negotiation is not as good as acquisition!

The president of AD, one of the world's four largest grain merchants, issued a report to the board of directors, saying that "there is an excellent investment opportunity in China", and the China office of the American Soybean Association also reported to its headquarters that "this year is the time to enter China and consolidate the soybean industry......

The tragic acquisition war has begun.