Chapter 12: Mutations

At 15:30 in the afternoon, the group came to the Guidong Sugar Company on time, and the staff took them to the general manager's office.

General Manager Qin warmly got up to greet them, let them sit down on the sofa, and instructed the staff to make tea.

Wu Bin introduced the entourage one by one, Mr. Qin took out his business card and handed it to everyone, and then sat down on the sofa opposite Wu Bin, and said hello: "Mr. Wu, I haven't seen you for a long time! You didn't go to the sugar party in Shanghai this year, did you? I don't seem to see you." ”

Wu Bin smiled and said, "Yes, I haven't seen you for almost two years." I went to the sugar fair in Nanjing last year, but this year I couldn't leave, so I didn't go. ”

Mr. Qin asked, "Are you here for a meeting or to discuss business?"

Wu Bin said: "This time I came here to investigate. I heard that your sugarcane production has been affected by the floods this year, so we visited several major sugarcane producing areas and sugar mills. No, I'm learning from you!"

Mr. Qin laughed and waved his hand and said, "Hahaha...... Don't dare, don't dare! Mr. Wu, what are you talking about, learn from each other. Then he asked with great interest, "How do you feel about your visit?"

Wu Bin said: "As far as we can see and understand, the sugarcane yield has been reduced a lot, I estimate that it is 20%, what do you think, Mr. Qin?"

Mr. Qin nodded and replied: "Almost, the reduction in sugarcane production in this crushing season is very serious, and the total amount should have such a big drop, and the situation in some areas is even worse than this." ”

Yu Shuhua said: "Mr. Qin, it is an eye-opener to come to you, the scale and efficiency of your sugar factory here are much better than those of the sugar factory in our province." ”

Mr. Qin said: "You have won awards, which sugar factories have you been to?"

Yu Shuhua said: "I have been to four sugar factories in total, and I feel very good, and the Gangdu Sugar Factory I went to this morning is very prominent, probably the best sugar factory in your province, right? Their annual output of cane sugar is very high, and on this basis, the recycling of bagasse paper and alcohol production has done a good job, which impresses us very much, and we can't find a sugar factory of this scale." ”

Mr. Qin said proudly: "In fact, the overall level of the sugar factories in our two provinces is about the same, and the sugar factories you went to may be better, Manager Yu, and the situation of the Gangdu Sugar Factory is even more special." In terms of annual output, it is not only the largest sugar factory in the province, but also the largest sugar factory in China. From the perspective of business indicators, because the factory pays attention to technological transformation and new technology application, in addition to the main business of cane sugar production, just like Manager Yu said, their factory is also working recycling and many other links. At present, the profits generated by these side hustles have accounted for one-fifth of the total profits. ”

While greeting everyone to drink tea, he continued to introduce as follows: "Like the Gangdu Sugar Factory, the output has increased on a large scale, and the sideline business is doing very well, and the sideline profit can account for one-fifth of the total profit, and their cost per ton of sugar is very advantageous." But after all, there are a few factories of this scale, and their experience is also being promoted in our province, but many sugar factories are too small in scale and have limited ability to introduce and utilize new technologies, so there is still a lot of room for future development and improvement. ”

Li Xin was concerned about the price, and when he finished speaking, he interjected and asked: "Mr. Qin, the output of raw materials has been reduced so much this year, what is the recent trend of sugar prices on your side?"

Mr. Qin replied: "Sugar prices have been rising in the past few days, and some sugar factories have stopped selling sugar and are hoarding in warehouses waiting for the price to rise!"

Hearing this, Wu Bin also said with deep feelings: "The news I just got that the ex-factory price of our sugar factory has also risen very quickly in recent days, and it has risen by more than 500 yuan in a few days, which is also outrageous, and it is simply unexpected! This kind of situation has never happened before, how will the price go in the future, what do you think, Mr. Qin?"

Mr. Qin replied: "I really can't say anything about the price. We have a sugar trading center here, many sugar factories are settled as sellers, and many buyers from outside the province also buy sugar in it. Their director's surname is Lin, and we often exchange information, so we are old friends. Regarding the price of sugar, I asked him to come and talk to you, what do you think, Mr. Wu?"

Wu Bin listened and said happily: "That's great!"

Mr. Qin got up and went to the wide desk to make a phone call. After a short time, a middle-aged man entered, not tall, chubby, wearing a suit and leather shoes, a tie, and a pair of gold-rimmed glasses. He greeted Mr. Qin with a smile on his face: "Mr. Qin, what are your orders?"

Mr. Qin stood up and introduced: "Come on, Director Lin, let me introduce you, this is General Manager Wu of Jiangnan Sugar Company, and a group of 5 people came to us to inspect the production of sucrose. I invite you to come and talk about the price of sugar, and you can also introduce the situation of your trading center, which now has a greater impact on the price of sugar. ”

After listening to this, Director Lin immediately took out his business cards, handed them to everyone one by one, and after sitting down on the sofa, he said to Wu Bin with a smile: "Mr. Wu, I am fortunate to have a good meeting! What do you want to know?"

Wu Bin smiled, turned his head to look at Li Xin and Xia Xiaona, and said, "If you don't understand anything, ask Director Lin for advice, this is an opportunity to learn." ”

Li Xin thought in her heart, it is estimated that this cane sugar trading center is probably equivalent to a futures exchange, and Director Lin, who is the general manager of the exchange, should have a good understanding of sugar prices. After listening to Wu Bin's words, he immediately took over the conversation and said, "Director Lin, is your sugar trading center a futures market?"

Director Lin explained: "In fact, the main sellers of our trading center are sugar factories from all over the country, and the buyers are merchants from all over the country, and the operation mode is somewhat similar to the futures market. ”

When Li Xin heard this, he immediately understood that his estimate was correct.

He continued: "There is a commodity exchange in Jiangnan, which has sugar futures varieties, I heard that the price of sugar has continued to rise and fall in the past few days, and the contract price for delivery in May next year has reached more than 5,280 yuan, what is the price here in your trading center?"

Director Lin said: "I have heard of this commodity exchange, but I don't have a very direct connection, and I don't know much about their market. The price of the forward contract in May next year in our trading center is more than 5,350 yuan at the close of today, and it is also a daily limit for several consecutive days, and it seems that the price linkage between the two places is still very strong. ”

When Li Xin heard him say this, his eyes suddenly lit up, and he thought: Yes, they are the largest producing area here, and the guiding role of prices is undoubted.

So he said: "Guidong is a major sugar-producing province, and the trend of sugar prices has a strong guiding significance for the whole country. Director Lin, can you fax us a copy of the data such as the highest price, lowest price, closing price, trading volume, and open interest traded in your trading center every day after the market closes in the afternoon?"

Director Lin smiled and said: "No problem, if possible, you can also provide us with some information about the sugar industry in the province, which is also very important to us, and we have no communication with each other." ”

Li Xin said happily: "That's great!"

Xia Xiaona interjected and said: "Mr. Qin, Director Lin, our Provincial Sugar Association has an internal publication "Sugar Industry Information", which is published every half a month, and the content is the output, price and other information of various sugar factories in the province. ”

Mr. Qin said modestly: "I don't dare to give advice! We also want to make such a publication, but we have not implemented it, and we have to learn more from you in this regard." ”

Director Lin also said: "Thank you very much, thank you! You are also one of the major sugar-producing provinces, this kind of information is too important to us, we must read it carefully!"

Li Xin felt that it was very cost-effective to exchange the company's internal publications for such an important source of information. He continued to ask: "Mr. Qin, Director Lin, according to you, the current sugar price is rising so fast, how much room is there for the market to rise?"

Mr. Qin thought for a while and said: "The price increase in the past few days is a bit unexpected, and the current price is at a high level compared with the same period in history, but it is not the highest." Considering the availability of raw materials for the new season, I think prices will go up a bit, but it's hard to estimate how much. ”

Director Lin also said: "I think what Mr. Qin said is reasonable, the supply gap of cane sugar in the new crushing season is so large, if there are no other special circumstances, sugar prices should remain high." ”

For the second half of Director Lin's sentence, I don't know if the speaker intended it, anyway, the listener didn't take it too seriously. By the time Li Xin recalled the meaning of this half sentence, it was already a few months later.

At this time, Mr. Qin looked at his watch and said to Wu Bin: "Mr. Wu, it is rare for you to come to us, let's have a light meal together, and talk while eating at the dinner table, what do you think?"

Wu Bin said politely: "How embarrassing is this? I came here to learn from you, and I also bothered you to entertain!"

Mr. Qin said boldly: "Mr. Wu, if you say so, you will see the outside! I should do my best to be a landlord, besides, if I go to you one day, won't I have to trouble you Mr. Wu." Let's eat and talk. ”

While talking, everyone went downstairs and took the car to the restaurant.

Mr. Qin set up a banquet to entertain a very rich reception, after the banquet, the group said goodbye to Mr. Qin, and returned to the hotel at 21:00 in the evening.

The sudden change in sugar prices made Wu Bin a little at a loss, and it was really not as fast as the plan. All of a sudden, the uncertainty increased dramatically. The change in these factors may even completely disrupt the original overall plan, and he needs to think about it again.

At the banquet just now, the table full of delicacies could not arouse his appetite at all, he tried his best to hide his heart, and greeted the two general managers with a smile, while thinking about how to deal with the current predicament.

He thought to himself: This is a big deal, if it is not done well, there will be a big problem!

Yu Shuhua was also worried about the rise in sugar prices, and when she returned to the hotel, she rushed into the room and hurriedly called back, and arranged for the staff to go to the sugar factory to urge the goods immediately.

There is another thing that worries her, the price of sugar has risen so much, and the price of alcohol will definitely rise a lot. These days, I've been thinking about buying sugar, why did I forget to order more alcohol at the sugar factory?

As soon as Li Xin and Master Yang entered the room to put down their things, Wu Bin knocked on the door and came in and said: "Tomorrow is arranged: leave early in the morning, go directly to the company where Manager Yu of Yuexi Province collects money, and stay in the local area for one night after finishing the work." The day after tomorrow, I rushed to the capital of Yuexi Province early in the morning to visit Mr. Chen of the Provincial Sugar Company. I was on the phone with him just now, and he had just returned from an inspection of various sugar factories. We are short of time, we have to rush back as soon as possible, and we will not go to see all places in the west, and directly ask Mr. Chen about the situation. Plan your route, rest early, and leave early tomorrow after breakfast. ”

Li Xin and Master Yang listened and promised, "Okay, Mr. Wu, you should rest early." ”

Li Xin saw that Wu Bin suddenly changed his originally planned itinerary and hurried back to the company, guessing that it might be caused by the change in sugar prices.

He thought, anyway, he is light now, and how the itinerary changes has no effect on him, and it is the same if he goes back early or later. For the first time in these days, he was so relaxed and without any burden.