Chapter 172: Dilemma
Wu Yunyu said aggrievedly: "People didn't say anything, why are you so fierce!"
Li Xin saw that his strong words changed the topic, so he didn't squeak anymore.
Wu Yunyu stood next to Li Xin, looked at the computer screen and said, "Is it up or down today?"
Li Xin said: "It's about the same as yesterday. Why do you care about this?"
"I now hope that the futures price will rise, and the more it rises, the better," Wuyunyu said. ”
Li Xin turned his head and asked, "Why?"
Wu Yunyu said: "Because you bought 300 tons, you will make money if it goes up." Also, if the price rises, it proves that you are right, and the chairman will not dare to embarrass you at that time. ”
Li Xin said: "Okay, borrow your auspicious words." ”
Wu Yunyu asked, "Did the chairman say anything to you?"
Li Xin said: "No, I hope he has a good time, and he wants to arrange where I go to just say it, it's even more uncomfortable to drag me out like this." ”
Wu Yunyu said: "People have to bow their heads under the eaves, if he asks you to say anything again, you must not fight with him." Everyone else can hide from the things in the company, why do you bother to do this?"
Li Xin said: "Don't worry about this, now I have thought it through, anyway, I have said everything that should be said, it is their business to listen or not, I will never do this kind of thankless thing again." ”
Li Xin saw that the time was already past ten o'clock, and said, "I'm going to go out." ”
Wuyunyu asked, "Where are you going?"
Li Xin said: "During this time, I have been busy with the company's futures, and I haven't been to a securities company for a long time, so I want to go over and have a look." ”
Wu Yunyu pointed to Liu Zhongzhou's office and whispered: "The chairman is sitting over there, you run out now, if he can't find you later, won't you get into trouble again?"
Li Xin said: "Whatever, I'll just say that I went out to do errands, and I can't accomplish anything if I stay here all day! Besides, he has almost removed me now, and he won't look for me anymore, so he will ask Minister Zheng about those things, and if he asks you, you just don't tell me about it." ”
Seeing that Li Xin insisted on going out, Wuyunyu said, "Got it." ”
Li Xin went downstairs and drove directly to the big room of the securities company, and along the way he was still thinking that since he became the assistant to the chairman, most of his thoughts were spent on work, and he had no time to take care of his own affairs. But that's it, I didn't get any benefits at all, but was withdrawn by Liu Zhongzhou, and this TMD was too cost-effective. I knew that this was the result, so why bother to be his assistant, damn!
As soon as Li Xin entered the big room, Wang Minghui said: "Eh, I haven't seen you for a long time, where have you been, and you haven't shown up for so long?"
Li Xin said: "Hey, busy. ”
Wang Minghui asked, "Have you bought stocks recently?"
Li Xin said: "No, I don't care, what about you, what stock did you buy recently?"
Wang Minghui said: "Don't mention it, those who are busy are all losing money and cutting meat." ”
Li Xin suddenly remembered something and asked, "Lao Wang, have you done long on Shanghai copper futures?"
"Nope. Wang Minghui replied.
"I remember that when the price of copper was more than 32,000, weren't you firmly bullish? Why didn't you buy it?" asked Li Xin.
Wang Minghui stopped, turned the swivel chair, faced Li Xin, and said: "Recently, I have been selling copper reserves, and it seems that I feel that the price of copper is too high, and I want to suppress the price in the market, so I dare not buy it in this case." ”
Li Xin said: "I know about the copper reserves, it fell by more than 800 a few days ago, and it hasn't risen back in the past two days, I think you can still buy a little." ”
Wang Minghui said: "Listen to your tone, you continue to be bullish, have you bought it?"
Li Xin nodded and said, "I bought a little bit myself." ”
Wang Minghui asked: "Do you dare to buy such news?"
Li Xin said: "You have to think the other way around, this is bad news, why is the price of copper still not falling?"
Wang Minghui said: "Forget it, I'll wait and see, I don't dare to buy such a high position." ”
Li Xinzheng and Wang Minghui were chatting about the market of Shanghai copper futures, and Xiao Liu, a staff member of the securities company, walked in with a person and said: "Mr. Li, Mr. Wang, this is the new Mr. Long, and he will be in a big room with you in the future." ”
Li Xin got up and shook hands with the newcomer and said, "Welcome, my name is Li Xin, and I will be a colleague who speculates in stocks in the future, hehe."
The man said, "Hello, my name is Long Yunkai. ”
Wang Minghui also got up to shake hands with him and said hello.
Xiao Liu of the securities company pointed to the computer that Cheng Feipeng commonly used and said to Long Yunkai: "Mr. Long, this computer is not used, you can use this one for the time being." ”
Long Yunkai sat down in front of the computer and said, "Okay, this one is very good." ”
Wang Minghui asked Xiao Liu in a low voice: "Isn't Lao Cheng coming?"
Xiao Liu said: "He went to another company and didn't come." ”
Li Xin said: "No wonder, I just said why I didn't see him during this time, it turned out that he was transferred to another company." ”
After seeing that everything was arranged, Xiao Liu said to Long Yunkai: "Mr. Long, then I'll go down first, I'm in the office on the second floor, if you need anything to greet me." ”
Long Yunkai said: "Okay. ”
After Xiao Liu went out, Wang Minghui continued the previous topic and said to Li Xin: "The price of Shanghai copper futures is relatively sensitive now, so it's better not to chase higher, you might as well pay more attention to stocks." ”
Li Xin said: "Buy it, I think the market will rise in the future, although the room for growth is not too high, but the range of three or four thousand yuan should be seen." ”
Wang Minghui said: "Your opinion is a little strange, before this wave of rise, you felt that the price was too high and did not dare to go long, but now the price is near the historical high, and there is news of selling to suppress the price, but at this time you think it will rise." ”
Li Xin smiled and said, "This time and that time." ”
Wang Minghui said: "I don't have the same view as you, copper prices have risen too fast and too much, and now such a decline is likely to fall back to the level of a year ago." Where it rises, it falls back, which is a common phenomenon in the futures market. ”
Li Xin said: "Yes, many futures varieties will appear in the situation you said, rising a lot in a few months, and then, after a few months, it will fall back to the original price level." This is because its fundamentals have not changed fundamentally, and the price increase is mainly a factor of speculation at work. But copper prices have more than tripled in three years, and speculation alone is impossible. This shows that the fundamentals, supply and demand of copper are not the same as before, otherwise, the long funds will not have the courage to push the copper price to such a high level. I only now understand the truth, if I had known this half a year earlier, I would have been long Shanghai copper. ”
Seeing that the two of them were chatting lively, Long Yunkai took out a cigarette, handed it to the two of them, and said, "Come, smoke a cigarette." You two are so familiar with the price of copper, what do you do? It has something to do with non-ferrous metals, right?"
Li Xin took the cigarette and said with a smile: "Our unit is in the non-ferrous metal industry, so we will do a little when we have the opportunity." ”
Wang Minghui asked, "What about you, Mr. Long, what kind of work are you doing?"
"I work in a steel mill. ”
Li Xin said: "Steel plant, it should be ferrous metal?"
Long Yunkai said: "Yes, are you familiar with this familiar?"
Li Xin said: "I'm not familiar with it, I haven't been in contact with it. The price of copper has risen so much in recent years, how about the price of steel, it's not bad, right?"
Long Yunkai said: "The price of steel has also risen a lot, but it cannot be compared with non-ferrous metals. ”
Wang Minghui asked: "I heard that there are many types of steel, right? Which one do you produce?"
"We produce steel for construction, that is, rebar and wire rod. ”
Li Xin said: "Real estate has been so hot in recent years, and the steel used in construction should be very good." ”
Long Yunkai said: "It's okay, it's so-so." ”
Li Xin said: "That's very good. ”
After a while, Li Xin asked again: "Mr. Long, the real estate industry should still play a great role in stimulating the steel industry, right?"
Long Yunkai said: "Yes, it can almost be said that it is very important, half of the domestic steel production is used in construction projects, the demand is quite large, but in recent years, there are many new steel mills around the country, otherwise, the profit margin of our factory is better." ”
Li Xin asked in surprise: "Half of the total amount is construction steel, is it so exaggerated?"
Long Yunkai said with a smile: "Of course, but just like that, construction steel is still in short supply, otherwise, I wouldn't dare to do this factory." ”
Li Xin said: "Mr. Long, this steel mill is your own?"
Long Yunkai said: "Yes, several brothers did it together. ”
Li Xin said, "Yes." ”
Long Yunkai smiled: "It's so-so." ”
Li Xin asked: "Mr. Long, you said that there have been a lot of new steel mills in recent years, so the new demand for iron ore should also be very large, right? I know that the domestic supply of copper ore is insufficient, and a lot of copper ore will be imported every year, I don't know what the situation of iron ore is?"
Long Yunkai said: "This is also a very critical issue, now the domestic iron ore supply and demand gap is not only very large, the ore taste as a whole is not good, every year to import a considerable amount of iron ore, which is the same as the copper ore you said." ”
Li Xin asked, "Do you also use imported iron ore?"
Long Yunkai said: "We're fine, basically we use this subway mine, although the taste of the ore is a little lower, but the production of construction steel is still enough." Imported ore will also be used, because the price of imported ore is high, our consumption is not large, otherwise the cost cannot be controlled. In our factory, imported ores are generally like additives, mainly used to improve the quality of steel. ”
Li Xin said: "I have seen it for a long time, it turns out that there are so many doorways here! So where do you import iron ore from?"
"Mainly Brazil and Australia. ”