Chapter 451: A little reluctantly
"Okay. Chairman, if it's okay, I'll go down first. Hong Liang thought that Jin Changxing had left him behind to talk about this matter. So as soon as he heard Jin Changxing's words, he thought that the matter had come to an end, so he got up and prepared to leave.
When Jin Changxing heard this, his brows furrowed: "Are you in any hurry?"
"No, I don't. Huang Hongliang replied inexplicably.
"If you don't have anything urgent, you just stay honest, I have something to say when I came up to you!" Jin Changxing said unhappily.
"Oh, okay. Huang Hongliang looked at Zheng Guorui, who was sitting diagonally opposite, with an inquiring expression.
In fact, Zheng Guorui didn't know what Jin Changxing wanted to say next.
After Jin Changxing said those words to Huang Hongliang, he smoked silently for a while, calmed down his somewhat irritable mood, and then tried his best to ask with a casual attitude: "How do you think the copper price will go in the future?"
Although Jin Changxing didn't ask himself by name, Huang Hongliang knew that he had to answer first. Because he, as the general manager of the sales company, is responsible for the sales of copper metal, he has more say in this issue, and he can't fall behind Zheng Guorui.
So Huang Hongliang replied: "Now the price of 63,000, 64,000 should be relatively normal, half a month ago just rose from 60,000 yuan, I think 60,000 yuan should be the low point of the year." ”
At this time, Zheng Guorui seemed to have guessed Jin Changxing's thoughts, he didn't seem to hear Huang Hongliang's words, and said softly: "It's a little hard to say." ”
Jin Changxing's heart was really guessed by Zheng Guorui.
Not long ago, Ma Tianming confessed that Li Xin's judgment was that sugar prices and copper prices would fall sharply in the future. At that time, Kim Changxing was unimpressed, but now that half of this forecast has been confirmed, sugar prices have begun to fall sharply.
What Kim Chang-heung is worried about now is that Li Xin's other half of the speculation will also be confirmed in the future.
If that's the case, it's better to plan for it early. Otherwise, when the time comes, it will be difficult to face the situation encountered by Ma Tianming.
He's really a little scared of Li Xin now.
This young man seems to have a kind of magic, usually quietly and does not have too much contact with the people around him, but most of the words he said at the critical time have been confirmed.
This matter is very important, and even as the chairman, Jin Changxing does not dare to make a decision by himself. Besides, he himself couldn't make a clear judgment on the trend of copper prices, so he took this opportunity to bring Finance Minister Zheng Guorui and Huang Hongliang over to discuss and listen to their opinions.
Jin Changxing said: "It's not okay to say clearly, this is a matter of great importance. Although Huang Hongliang has clearly given his own opinion, I don't know why, Jin Changxing is not very satisfied with this answer.
Zheng Guorui is still shrewd, and he deduced Jin Changxing's concern from Huang Hongliang's answer and Jin Changxing's words: Jin Changxing does not believe Huang Hongliang's judgment, and he is worried that copper prices will fall in the future.
This reason is very simple, if Jin Changxing believes Huang Hongliang's judgment, then he will not find himself and Huang Hongliang to discuss this issue at all, let alone care about the ambiguous answer he gave.
Zheng Guorui even felt a little relieved at this time: Jin Changxing began to worry about copper prices, and it seems that he poked out the conversation between Ma Tianming and Li Xin has had a certain effect.
But now Jin Changxing asked his opinion on copper prices, but Zheng Guorui was a little overwhelmed. One is because he really can't form a complete analysis and judgment himself, and the other is that even if he has such an analysis and judgment, in order not to make trouble for himself, he will not say it.
He said to Jin Changxing in a hurry: "Chairman, why don't you call Li Xin in and ask him what he thinks?" He thought to himself, maybe what Jin Changxing really wanted to listen to was Li Xin's opinion, and calling him in was the ultimate solution to the problem, and it would be beneficial to himself and not harmful.
Huang Hongliang didn't understand the reason here, and asked inexplicably, "What did you call him in?"
Zheng Guorui ignored him, his eyes were only fixed on Jin Changxing, waiting for Jin Changxing's statement.
Jin Changxing put the cigarette to his mouth and held it, and after a while, he said softly: "Okay, you can call him in." ”
"Okay. Zheng Guorui got up and opened the door and went out with a sigh of relief.
Zheng Guorui came to the door of Li Xin's office, and did not say hello at the door like Ma Tianming did last time, and then turned around and left. Instead, he gently knocked three times on the half-open door with his hand, and when Li Xin raised his head from the computer, he walked into the office with a smile: "Li Xin, what are you busy with?"
"I'm not busy, I'm looking at the price of copper. Minister Zheng, is there something wrong?"
"The chairman has something to do with you. ”
"Now?" Li Xin asked, getting up.
"yes, let's get there. ”
Li Xin followed Zheng Guorui into Jin Changxing's office.
After Zheng Guorui entered, he sat in the same position where he was originally sitting, and Huang Hongliang sat opposite him.
"Chairman, are you looking for me?"
"Sit down. Jin Changxing took the cigarette off his mouth and said softly.
Li Xin looked left and right, walked to the couch where Zheng Guorui was sitting and sat down, waiting for Jin Changxing's question.
Jin Changxing extinguished the remaining 1/3 of the cigarette in the ashtray, and then asked straight to the point: "What do you think about the trend of copper prices in the second half of the year?"
Li Xin was stunned when he heard this, he thought that Jin Changxing called him in to do specific things such as statistics and summary data reports, but he didn't expect Jin Changxing to ask such a big question.
It had not been a long time since he had asked himself such a serious question in such a solemn manner, and it was at such a critical juncture.
said that this is a critical juncture, because Li Xin himself has shorted 1,000 lots of December futures copper contracts, and he believes that his judgment is right, and there is at least 10,000 yuan for the future decline in copper prices.
"I feel like it's going to go down in the future. Li Xin's answer to the question was still so direct, and she didn't turn a corner at all.
"How much will it go down?"
"At least it will fall below the 50,000 yuan mark, maybe more. ”
"How much more do you mean?" Kim Chang-heung asked.
"50,000 yuan down two or three thousand yuan, 47,000 to 48,000 yuan. ”
"What about your reasoning?"
"The market demand is not strong. ”
"Lao Huang, you have the most right to speak on whether the market demand is booming, what do you think?" Jin Changxing turned his head and asked Huang Hongliang.
Huang Hongliang said: "It is true that the market demand is not strong, but now that we have entered the second half of the year, the copper price is still at the line of 63,000 to 64,000, and it has just risen from 60,000 yuan, why do you say that the price of copper will fall sharply to the line of 47,000 to 48,000 in the future?"
Jin Changxing also said: "Yes, is there any specific data analysis?"
Li Xin said: "When I say that the market demand is not strong, I not only mean that the demand for the metal copper industry is not strong, but also that the activity of the entire economy is not enough. If there is one data comparison, it is the stock market index. The stock market index has fallen by more than 50% from 6,100 points to 2,600 points now, which is enough to show that the economy is not active enough, and the resulting demand for commodities is not strong. Second, another data from the non-ferrous metals industry can be used to make comparisons. Everyone is familiar with the company of Western Copper, which is the leader of the non-ferrous metals industry. Their stock price has risen from less than 10 yuan to more than 90 yuan because of the skyrocketing copper price. With the collapse of the stock market, the company's share price fell from more than 90 yuan to about 12 yuan. At the same time, however, copper prices have not fallen much. Compared with the stock prices of companies in the industry, copper prices are still at a very high level. Judging from this indicator alone, the future trend of copper prices is somewhat unpleasant. ”
Jin Changxing said disapprerovingly: "Your analysis is a bit reluctant, right? I remember you said before that the rise in copper prices would lead to an increase in the stock price of Western Copper, which sounds reasonable. But what is the reason why you are now saying that the decline in the stock of Western Copper is a sign that the price of copper will also fall in the future?"
Li Xin said: "I also feel a little reluctant, but I think this contrast is very strong. ”
Huang Hongliang asked: "What if the price rises in the future?"
Li Xin thought for a while: "If the price rises, it should be a good thing for the company, right?"
Jin Changxing asked: "Say that the price of copper will fall in the future, what will you do in this situation?" He actually wanted to ask Li Xin what the company should do now, but this question seemed to be too much to ask in front of Huang Hongliang and Zheng Guorui, so he changed his question and asked Li Xin what he would do.
Li Xin smiled and said: "I don't have copper to sell, so I can only short in the futures market." ”
"Have you already gone short?" Kim Chang-heung was very interested in this question.
"Yes, I've shorted. ”
"At what price did you sell?"
"The average price is around 62,500. ”
"How much did you sell?" Kim Changxing continued to inquire.
Li Xin smiled: "Chairman, I will keep this secret." ”
"Is what you said true or false?" Jin Changxing's face softened a little, after all, he was inquiring about Li Xin's private affairs, which was different from asking Ma Tianming, and Li Xin had every reason not to answer him.
Li Xin said solemnly: "This thing must be true, the reason why I am telling you the truth is that there is another layer of consideration." That is to inform you in advance, I have already shorted the price of copper in the futures market, even if it is a preventive shot, lest someone jump out in the future like Jiang Hua did last time and say that I use the company's information to make money. ”
Li Xin said it to this point, and Jin Changxing believed that what he said was true.