Chapter 197: Different Mentalities (1)

Yuan Jie has a hunch that the eventual outbreak of this contradiction may be in the near future.

But in which direction will the price break through at that time, will it go up or down?

This is an opportunity to choose one of the two, if you judge correctly, it is a rare opportunity to make money, but if you judge wrong, you will lose very badly.

It really takes a lot of courage for Li Xin and the Southern Group to enter the market before the trend is clear. It is clear that between the two, one of them must be wrong and will have to pay a huge price for his judgment.

If Li Xin was wrong, his 1,000-ton position might lose millions. Thinking of this, Yuan Jie wanted to make another call to persuade Li Xin to hurry up and close the position while there was still a profit, but his hand was already resting on the phone, but he stopped again.

She thought about it for a moment: she had said these things to him more than once, and once yesterday afternoon, and his attitude was still very resolute, and if he mentioned it again, he would definitely think that he had been nagging endlessly.

Also, who will be right and who will be wrong in the future, who can say clearly now. What if Li Xin's judgment was right? Wouldn't he blame himself for talking too much in the future, causing him to miss out on a large amount of profits?

With such hesitation, she withdrew her hand from the phone.

Huang Hongliang, who had been depressed in Li Xin's office all morning, went to the warehouse in the afternoon and went around, and met Gao Hui, who was delivering goods to customers, and asked: "There are so many goods in the warehouse, what do you expect this month's sales will be?"

Gao Hui said: "No problem, Mr. Huang." Don't look at the inventory, but most of them are paid in advance, or it won't be long before the customer comes to pick it up. ”

Huang Hongliang listened, didn't say anything, and couldn't see any expression on his face.

The disappointing trend in the futures market in the morning had exhausted the little energy he had left in his heart, and he felt out of breath after staying in the company, so he ran to the warehouse to see if there would be any signs of decline in the sales market that he hoped to see.

But Gao Hui's opening broke his thoughts: Where is the slightest sign of decline!

Thinking about the bright data on the sales report for a period of time, his original idea that prices would fall has begun to loosen. Or even if he still believes that the price will fall in the future, he can't believe that he will be able to survive that time.

Huang Hongliang's gloomy demeanor was quietly looked at by Gao Hui on the side.

For a period of time before this, Gao Hui was still puzzled by Huang Hongliang's situation that he was not happy in the face of a good sales situation, but since he heard some people talking about the group's selling hedging in the futures market, he suddenly realized: In this case, a large part of the profits brought by the price increase are offset by the short-selling futures position, and the tens of millions of losses on the futures account are terrible for an outsider to think about, no wonder Huang Hongliang is not happy.

Gao Hui only knew that the group sold 10,000 tons in the futures market last time, and he didn't know anything about the 10,000 tons sold in the futures market today.

Gao Hui originally wanted to take the opportunity to ask Huang Hongliang what would happen to the goods sold in the futures market, but looking at Huang Hongliang's sad face, he swallowed back the words that had come to his mouth. He thought to himself: If you mention this to Huang Hongliang at this time, you will definitely not get a good face.

After Huang Hongliang, who was in an extremely complicated mood, came out of the warehouse, he did not drive away immediately, but sat in the car and called Hou Gui: "Director Hou, what are you busy with?"

Hou Gui received a call from Huang Hongliang, it was very strange: Huang Hongliang's shelf was very big, and when he took the initiative to go to him, or when he called him, he ignored it, and he took the initiative to call over today, it wouldn't be anything!

Hou Gui said: "Oh, Mr. Huang, I'm not just busy with things in the factory, what about you, where are you?"

Huang Hongliang said: "I'm in the warehouse." ”

When Hou Gui heard this, he thought that Huang Hongliang was going to talk about the increase in copper prices, so he asked: "Mr. Huang, is your sales price going to be raised again?"

Huang Hongliang said: "No, no, I just want to talk to you casually and see what you think about copper prices?"

Hou Gui said unabashedly: "Mr. Huang, depending on what you said, what else can I say, of course, I hope that the lower the copper price, the better, but is it useful for me to think like this? By the way, Mr. Huang, our quantity of the next batch of goods will increase a lot, so I will say hello to you in advance. ”

Huang Hongliang said: "Okay, no problem, how much will it increase?"

Hou Gui said: "About thirty percent, I also estimate the number, I'm afraid of less and not afraid of more, anyway, it's the goods that will be purchased sooner or later, and it will only be beneficial to hold it in your hands, who will let the price of copper rise day by day, right?"

Huang Hongliang was not happy when he heard this, and asked: "Director Hou, why did you increase the purchase volume so much at once? Are you afraid that the price of copper will continue to rise and you want to stock up?"

Hou Gui said: "I have that heart, but I don't have that strength." To tell you the truth, I really thought about buying more goods every time and hoarding them to prevent the price of raw materials from rising, but how could I have so much money? If I had enough funds, I would have done it. ”

Huang Hongliang said: "Then what are you?"

Hou Gui said: "I recently put on a new production line, the demand for raw materials has increased, so the next batch of goods to buy more, the increase of three percent is the estimated number, what will happen to the raw material demand of this production line in the future, to run for two months to know the exact data." ”

Huang Hongliang said: "Oh, that's it. ”

Hou Gui said: "Mr. Huang, it's because there is no way to hoard raw materials, so I thought of a different way to deal with the rise in copper prices, hehe." ”

Huang Hongliang asked curiously, "What way?"

Hou Gui said: "It can be regarded as hedging, I bought some in the futures market, can't the futures be small and big? ”

Huang Hongliang understood now and said, "You used this trick well!"

He sighed secretly in his heart: Liu Zhongzhou's timing to sell hedging was not well chosen, and such a big loss in front of him not only did not bring good expectations, but was a bit cumbersome.

is also planning to hedge risks, but Liu Zhongzhou's move has offset a large part of the profits brought by the price increase, and now when he thinks about it, no one is happy.

But Hou Gui's operation to buy hedging is obvious, the increase in the cost of raw materials when the price rises is a helpless thing, but the operation of buying hedging in the futures market is profitable, no wonder Hou Gui's words reveal a kind of complacent.

Huang Hongliang said: "Listening to what you mean, I still think that the price of copper will rise, otherwise you don't need to do hedging, just buy as you go." ”

Hou Gui said: "That's roughly the case, but now I've figured it out, as long as I can't see the price trend of raw materials, I will do hedging, even if the quantity is a little less, it doesn't matter, I feel at ease." ”

Huang Hongliang didn't speak when he heard it, he thought to himself: It's true that you can see the price trend clearly and do hedging, but if you can't see the price trend clearly, you may not be able to be sure, who can think of these goods sold by Liu Zhongzhou now?

In addition to the 20,000 tons of goods sold by the group, what made Huang Hongliang even more unsure was the losses in his own futures account. He called Hou Gui to chat with him today, just to find out what downstream customers think about copper prices. Hou Gui's factory is a relatively large customer of Huang Hongliang, and now even Hou Gui feels that the possibility of copper prices rising is high, which is a big blow to Huang Hongliang's psychology.

He secretly made up his mind to look at the closing situation this afternoon, by that time, the group sold 10,000 tons today should be able to all trade, if the closing price still does not see the downward momentum, tomorrow morning all stop loss and leave, otherwise, where is it a head to consume like this?

Those positions in his account are watching the price rise a little bit every day, like boiling a frog in warm water, and now they have lost more than 400,000 yuan. If you don't make a decision, I'm afraid that it will rot in the pot! As for the loss of hundreds of thousands, I have to find an opportunity to earn it back in the future.

After Hou Gui put down the phone, he also muttered in his heart: Huang Hongliang called to ask his opinion on copper prices, what does this mean?

Hou Gui didn't dare to think about this situation before, every time the Southern Group raised prices in the past, it would never ask for users' opinions, and this time they did this, did they themselves feel that the price of copper was too high, and they didn't have a bottom in their hearts to continue to raise prices? Otherwise, how could this be? The price increase is a great good thing for them.

He put himself in his shoes and thought about it, if the price of his factory cable is going to rise, will he call to ask for the user's opinion? So what is Huang Hongliang's intention in doing this today?

Hou Gui lit a cigarette, pondered in the office for a long time, analyzed several possible situations upside down, and then came to a conclusion: the Southern Group will also increase the price.

He believes that only this reason can explain Huang Hongliang's unusual move today, because the current copper price is at a historical high, and the Southern Group still wants to raise prices when it has huge profits, and is worried that downstream customers will oppose it, or they have a little guilt in their hearts about such a plan, so they want to test the tone of customers.