Chapter 154: Strange (2)

Liu Zhongzhou said: "After all the sales are sold tomorrow, we will do a good job of docking with Huang Hongliang and them, and close the position proportionally according to the shipment volume of their sales company in the second half of the year." ”

Li Xin said, "Okay, I'll contact them." At this moment, Li Xin's mobile phone rang, and he took it out to see that it was Yuan Jie calling. So he said to Liu Zhongzhou: "Chairman, I'll go out first if it's okay." ”

Out of Liu Zhongzhou's office, Li Xin answered the phone at this time, only to hear Yuan Jie say on the phone: "Why haven't you heard from you for several days, what are you busy with?"

Li Xin said: "The things in the company, one or two sentences are not clear, and I will tell you another day." ”

Yuan Jie said: "Seeing that you are still mysterious, in fact, nothing can escape my eyes." ”

When Li Xin heard this, he also understood: "Yes, you are now making a settlement, aren't you all able to see my every move here?" ”

Yuan Jie smiled and said, "What do you want to eat at night?" ”

Li Xin said: "I'll invite you." ”

Yuan Jie said: "No, no, you come to my house, and I will make it for you." ”

Li Xin asked with some concern, "Go to your house?"

Yuan Jie said: "It's okay, I'll send you the address, you just need to arrive at about six o'clock." ”

Li Xin said, "Okay. ”

After talking to Yuan Jie on the phone, Li Xin thought about docking with Huang Hongliang, and saw that it was still early, so he went downstairs to find Huang Hongliang.

He walked upstairs and downstairs, but he didn't see Huang Hongliang's shadow, so he had to go back to his office and call him: "Mr. Huang, now that the futures account has been opened and sold, the chairman asked me to connect with you, and fax me a copy of your sales company's monthly shipments at your convenience, so that I can close the position according to your sales volume." ”

At this time, Huang Hongliang was on his way back from the futures company, and today he took the opportunity of the group's shorting, coupled with the news of selling reserve copper, he went to the futures company in the afternoon and sold 200 tons of copper on his account, and all the positions were placed in the contract in December in the second half of the year. He thought that since the market outlook is bearish, the contract in December is currently the highest price, and the decline should be the largest by the end of the year, and it is right to sell and open a position on this contract to make the most money.

After receiving a call from Li Xin, Huang Hongliang took the opportunity to inquire: "Okay, I'll ask them to send you a copy of the monthly statistics from this month onwards." The group account started to sell and open positions in the morning, how much has been sold now?"

Li Xin said: "More than 7,000 tons have been sold, and we will continue to sell them tomorrow." ”

Huang Hongliang asked: "Is it already profitable to sell these today?" The two hundred tons he sold by himself were basically sold at today's lowest price, and he has not made money yet, and he knows that the position on the group's account was sold by Liu Zhongzhou as soon as the market opened this morning, and the price at that time was much higher than the price he sold in the afternoon, and he should have made a lot of money according to the closing price in the afternoon.

Li Xin said: "Yes, but I don't make much, I only earn dozens to a hundred yuan per ton." ”

When Huang Hongliang heard this, he couldn't help but say enviously: "That's not great, more than 7,000 tons, and you can earn nearly 700,000 yuan in one day! If you are like today, falling by a few hundred yuan a day, by the second half of the year, how much money will you have to make in your futures account!"

In Huang Hongliang's heart, he is firmly bearish on the market outlook. At present, the price of copper is at a historical high, today's bad news has made the price of copper fall by more than eight hundred yuan in an instant, according to this trend, he expects that by the end of the year, the price of copper will fall at least five or six thousand yuan per ton on the current basis, in that case, the two hundred tons he sold, let alone make about one million. He seemed to see the piles of bills coming towards him now.

How did Li Xin know Huang Hongliang's thoughts at this time, and when he heard his optimistic estimate, he couldn't help but smile and poured some cold water on him: "I hope so, but don't forget, if it keeps falling like this, how much the futures fall, how much your sales price there will probably fall." ”

What Li Xin said, Huang Hongliang didn't take it seriously at all, what he was thinking now was that the more the futures price fell, the better, as for how much the sales price of the sales company would fall, that was the company's business, as long as he made money on his futures account. He asked, "That's right." Eh, will those positions in the group's account not be closed until after August?"

Li Xin said: "Yes, according to the chairman's plan, starting from August, how many tons you sell each month, I will close the position on the futures account, so I only asked you for monthly sales data today." ”

Huang Hongliang said: "Okay, I know, I'll let them do it when I go back." When he heard Li Xin say this, he made up his mind that when the December contract on the group's account was closed at the end of the year, the 200 tons he sold would be closed.

Liu Zhongzhou's mood at this time is also very good, although the hesitation made him miss today's sharp decline, but the news of the sale of reserve copper is undoubtedly the best endorsement of his shorting, with such news as the background, see who else in the market dares to buy against the trend!

Today's sharp drop of more than 800 yuan is rare in recent years, and with such a beginning, it is almost a foregone conclusion that the subsequent downward trend will be carried out. While congratulating himself for his decision to sell hedging in time, Liu Zhongzhou still regretted that he had not made a plan earlier. If we had started preparing two months earlier, we would have raised two or three times as much money and sold all of our production in the second half of the year in advance, instead of only a third of it is now.

In this situation, the 20,000 tons of copper that are not covered by the futures position still have to face the price drop, and how much profit will be lost!

After getting off work, Li Xin took a detour to a shopping mall and bought a beautiful scarf before driving to Yuan Jie's house.

After arriving at the predetermined address, Li Xin called Yuan Jie: "I'm in your community, where are you?"

Yuan Jie said: "Room 202 of Unit 1 of Building 3, you can come up directly." ”

Li Xin found the house number she gave, knocked on the door, and the door opened. Yuan Jie, who was wearing an apron around his waist, greeted him and said, "You sit down for a while, and you can eat immediately." ”

Li Xin looked around and said, "Why are you so troublesome, it's easier to eat outside." To be honest, when he came to Yuan Jie's house for dinner, he was a little apprehensive.

Yuan Jie said: "Try my craft." ”

Li Xin said, "Are you very good at cooking?"

Yuan Jie said: "It's okay, it's all home-cooked food." ”

Li Xin handed the bag in his hand to Yuan Jie and said, "I don't know if you like it or not." ”

Yuan Jie said: "You too, come here, what else do you buy." Thank you!"

Li Xin pretended to ask casually: "Are you usually alone at home?"

Yuan Jie said: "Except for weekends, I am alone. With that, she put the bag on the cupboard and went into the kitchen to cook.

Li Xin found a magazine on the coffee table and flipped through it.

After a short time, Yuan Jie came in and said, "Let's wait and see, we can eat." ”

Li Xin got up and followed her to the dining table, where she saw four dishes and one soup on the table: stir-fried pork with green peppers, fried pork ribs, fried eggplant with sauce, scrambled eggs with tomatoes and cabbage soup. Li Xin said: "Yes, the craftsmanship is really good, it's all food." ”

Yuan Jie said: "Taste it, how does it taste?"

Li Xin took some green pepper fried meat and tasted it, and said, "Well, it's really good, it's delicious!"

Yuan Jie smiled: "Eat more if it's delicious, do you want to drink?"

Li Xin shook his head: "Don't drink it, it's not good for that." ”

Yuan Jie asked, "Then how are you?"

Li Xin said meaningfully: "Tell you after eating." ”

Yuan Jie glanced at him with a smile: "I know that you are not well-intentioned!"

Li Xin said: "Now you know how to lure the wolf into the house, right?"

Yuan Jie's cheeks were crimson, he lowered his head to eat, and said, "I'm just a thought." ”

Li Xin continued to laugh and said: "There will be a big drama of sheep entering the tiger's mouth later!"

Yuan Jie was afraid that Li Xin would continue to speak openly, so he put some vegetables in Li Xin's bowl, and changed the topic and said: "Your company is really generous, you will sell so many positions in one day today, how much do you plan to sell in total?"

Li Xin said: "A total of 10,000 tons, which is almost enough, and there will be more than 2,000 tons tomorrow." ”

Yuan Jie asked: "How can you spread out so many contracts, what do you plan?"

Li Xin said: "Hedging, selling part of the production in the second half of the year in advance. ”

Yuan Jie suddenly realized: "Oh, no wonder! I said how could this be." ”

She thought for a moment and then asked, "Do you have inside information?" I already knew that I was going to sell the copper reserves today, so I came to sell and open a position today?"

Li Xin said: "No, they planned to sell it more than half a month ago, and the news of selling reserve copper was only known this morning." If we had known this kind of news, why not open a position yesterday? In that case, I would have earned 800 yuan per ton today. ”

Yuan Jie said: "Yes." Why didn't you follow the short?"

Li Xin said: "I'm a little uncertain, and I always feel that I can't go down." ”

Yuan Jie said: "But now the reserves of copper have been sold, which is an obvious signal to suppress prices." ”

Li Xin said: "Yes, I'm also a little conflicted, let's see if it." ”

Yuan Jie said with a smile: "With such a big drop today, if you wait and see, you may be in vain." ”

Li Xin said: "If you step into the air, you will step on the air, and there is no way to earn it." ”

Yuan Jie asked: "The 10,000 tons you do to maintain value account for a fraction of your output in the second half of the year?"

Li Xin said: "About one-third." ”

Yuan Jie said: "Why do you only do one-third?"

Li Xin said: "The first time I did hedging, this 10,000 tons is not less. ”

Yuan Jie said: "Your Southern Group is a well-known enterprise in the non-ferrous metals industry, and you should be very familiar with the trend of copper prices. ”