Huang Hongliang felt very uncomfortable when he heard it, and now what he was most afraid of hearing was the rising news, but he couldn't let Hou Gui see this, so he had to say ambiguously: "Maybe." ”

Hou Gui looked at Huang Hongliang with a look of distraction, and felt a little strange in his heart, thinking: Why is there no interaction between these senior executives within the Southern Group? Li Xin, assistant to the chairman, is bullish, but Huang Hongliang, general manager of the sales company, does not know, either the relationship between these two people is not good and they rarely interact, otherwise it would not be like this.

Hou Gui estimated that Huang Hongliang couldn't ask anything else, so he said, "Where is Li Xin's office?" ”

Huang Hongliang said: "He is upstairs, you can see it when you go up." ”

Hou Gui stood up and said goodbye: "Then you are busy, I'll go up and have a look." ”

Before Hou Guilin went out, Huang Hongliang didn't forget to remind him: "Director Hou, your payment will come as soon as possible." ”

Hou Gui said: "I know. ”

Hou Gui went upstairs, looked along the corridors and offices, found Li Xin's office, and saw Li Xin sitting in it with the door wide open, so he walked in: "Mr. Li, what are you busy with?"

Li Xin looked up and saw that it was Hou Gui, a little surprised, and said, "Oh, Director Hou, rare guest, why do you have time to come here?"

Hou Gui smiled and said: "I still come and go often in the Southern Group, but I go to Mr. Huang and their sales company more, and you are here for the first time." ”

Li Xin said, "Oh, you're here to buy goods, right?"

Hou Gui said: "No, I came to talk to you today." ”

Li Xin said, "Is there something?" He really couldn't think of what Hou Gui would run to the office to talk to him.

Hou Gui said with a smile on his face: "Mr. Li, you can still see it accurately, you say that if you can't fall, you can't fall, you look at the rise of more than 1,000 in the past few days, I would have known that I would have listened to you." ”

Li Xin said: "Didn't you do value preservation for raw materials, didn't you buy them?"

Hou Gui said: "I didn't buy it, but I didn't buy it when I heard the news of selling copper reserves, thinking that it would fall." ”

Li Xin said, "Oh. ”

Hou Gui asked, "Mr. Li, do you think you can still buy it now?"

Li Xin said: "It should be possible." ”

Hou Gui continued to inquire: "In other words, do you think it will go up, right? How much do you think it will go up?"

Li Xin saw that Hou Gui was here to inquire about the news, and he didn't want to talk to Hou Gui about these sensitive issues, but he couldn't lie to Hou Gui, so he said: "Who can say for sure, but there are always two or three thousand." ”

Hou Gui said: "No wonder Mr. Huang and their side have not lowered the shipping price until now, it turns out that you are bullish." ”

Li Xin said: "What I said is my personal opinion, as for whether the price of the sales company will be lowered, that is another matter, and it will only be counted if the group says it." ”

Hou Gui said: "You are a manufacturer, and you must hope that the price will rise." ”

Hou Gui's words reminded Li Xin of Liu Zhongzhou's point of view, in fact, in the current situation, Liu Zhongzhou dares to be bearish on the future market, and it also takes a lot of courage, but the question is where does his confidence come from? Is it because the current copper price is at an all-time high?

Thinking of this, Li Xin suddenly asked Hou Gui: "Director Hou, in your opinion, can the price of copper fall?"

Hou Gui said: "Why do you ask me? This question should be answered by you, you know best." ”

Li Xin said: "I mean, from the perspective of your users, should the price of copper fall?"

Hou Gui said: "Of course it should fall, you look at what the copper price was last year, the year before that, and then look at what it is now? Of course, we users hope that the lower the copper price, the better, just like you producers want the higher the copper price, the better, right?"

Li Xin saw that he didn't understand what he meant, so he asked: "The price of cables produced in your factory should have increased a lot in the past two years, right?"

Hou Gui said: "That's right, otherwise our life will be even more difficult, but the increase in cable prices still can't catch up with the increase in copper prices." ”

Li Xin asked, "How are the sales of your products?"

Hou Gui said proudly: "That's not to say, in recent years, the cables of our factory have been sold very well, and the output has more than doubled compared with a few years ago." ”

Li Xin listened to it and said: "Really, from this point of view, there is still a basis for the rise in copper prices in the past two years, I guess most factories like yours have expanded their production capacity a lot in the past two years, right?"

Hou Gui thought for a while, nodded and said: "Yes, the cable production industry has been very hot in the past two years, and it is relatively prosperous. ”

Li Xin said: "That's right. If you think about it, the production capacity of your downstream producers has expanded so much, and the demand for copper has of course expanded, but the production capacity of upstream non-ferrous metal production enterprises is difficult to keep up with this demand. Nanfang Group is a relatively large copper manufacturer in the province, as far as I know, the production capacity has been standing still in recent years, not that it does not want to expand production capacity, it is difficult to do. There are many reasons for this, and one of them is that good mines are hard to find. I know that it is not easy for your cable factory to expand production capacity, but compared with the two, it is more difficult for us to expand production capacity. This should not only be the case between two factories, but also between two industries, right?"

When Hou Gui heard this, he figured out some tastes, he touched his chin, rolled his eyes and said, "It makes sense, according to this, the price of copper is not easy to fall." ”

Li Xin said: "The reason why I am bullish is that I feel that the downstream demand has been in a growing trend, and with this foundation behind it, copper prices are likely to remain at a high level for a long time, easy to rise and difficult to fall." ”

Hou Gui said: "Then should we still buy in the futures market?"

Li Xin said: "Of course, if you also think it will rise, you should buy the most." ”

Hou Gui had a little more heart and asked: "Mr. Li, you insist on being bullish, have you bought a little?"

Li Xin said: "We are different from you, you buy to hedge the rise in the cost of raw materials, we only need to do a good job in product sales in this process, even if we want to buy, it is also a financial investment, just to make a little difference." ”

Hou Gui suddenly felt very inspired by talking to Li Xin, although he didn't want the price of copper to rise, but what Li Xin said seemed to make sense.

Hou Gui thought for a while, and then asked: "Mr. Li, you help me analyze and analyze, is it possible for Mr. Huang and their side to lower the shipping price this month?"

Li Xin guessed that Hou Gui asked this question because he was worried about the price loss when he got the goods, he really didn't think about this question carefully, and now when Hou Gui asked, Li Xin couldn't help but speculate about the psychology of Liu Zhongzhou and others: even if Liu Zhongzhou is bearish on the copper price in the second half of the year, judging from the current market sales, the news of selling reserve copper has not been able to lower the sales price, and Liu Zhongzhou is unlikely to reduce the price. The Southern Group does not need to rely on such measures to compete with its opponents in the province, and this is a self-destruction of the Great Wall, unless it is forced by the situation, Liu Zhongzhou will never do this.

In addition, will Liu Zhongzhou lower the selling price in the sales market for the sake of the 10,000 tons of goods that are sold short in the futures market, so as to suppress the futures price? Probably not, Liu Zhongzhou is not very familiar with the futures market, and he cannot think of these tricks. Even if he thought of it, relying on this trick could at most affect the sales price in the province, and it would be difficult to shake the national price in the futures market. This can be seen by looking at the impact of the nationwide sell-off of copper reserves on futures prices.

So he said to Hou Gui: "I personally think that it is unlikely to be lowered, if the futures price continues to rise for a week like these two days, it will be good if the sales price is not raised." ”

Although Li Xin said his own opinion, to Hou Gui's ears, he thought it was the official opinion of the Southern Group. First, because Hou Gui felt that what Li Xin said was very reasonable, and he couldn't think of any reason to oppose this view. The second is that Li Xin is the assistant to the chairman, and his opinion is likely to come from Liu Zhongzhou, otherwise, Li Xin would not dare to say it to outsiders so clearly.

Hou Gui inquired about this kind of information from Huang Hongliang, but found nothing, he asked Li Xin by the way, and he didn't expect to have a clear answer, but what he didn't expect was that Li Xin didn't see anything at all, and he analyzed it to him.

Hou Gui, who was worthy of this trip, wanted to go back to prepare quickly, one was to hurry up and pay the advance payment for the next batch of goods, before he came, he was worried that if Huang Hongliang lowered the price, he would suffer a loss, and now after listening to Li Xin's words, he was worried that he had not paid the advance payment Huang Hongliang raised the price, and he would suffer a loss at that time.

The second is to buy in the futures market as soon as possible, since you want to hedge, then you should follow the procedure step by step, don't make hedging into speculation like last time.

Hou Gui stood up and said, "Mr. Li, that's it, you are busy first, and I will come to talk to you another day." ”

Li Xin said: "Okay, come back when you have time." ”

Not long after Hou Gui went out, Wu Yunyu walked in: "Who was that person just now, why have you never seen it?"

Li Xin said: "The director of the cable factory, how do you know?"

Wu Yunyu said: "I watched it twice at the door just now, and he has been sitting inside and chatting with you, and he won't leave while sitting, there are so many words!"

Li Xin said, "Oh, it turns out that you are eavesdropping outside." ”

Wu Yunyu smiled: "I didn't eavesdrop, I just peeked to see who was chatting with you so happily." ”

Li Xin said: "The two old men talk about things at work, where will there be any happy things." ”

Wuyunyu said, "What time did you go back last night?"

Li Xin thought for a while and said, "Around eleven o'clock, right?"

Wu Yunyu asked again, "Then you chatted so late last night, were you happy?"

As soon as Li Xin heard this, he understood what Wuyunyu meant, so he said: "You can really ponder! Didn't you tell you? You are talking about things outside, what are you thinking!"