When the time came to the 30th, Xiaokang had entered a comprehensive high-speed operation, and the strong performance stimulation and Chu Yuanxi promised a high bonus, making the whole staff in a huge excitement. This also made some brothers who firmly believed in returning home for the New Year screaming and wanting to rush back to work, but even if they came back, they couldn't catch up with this round of work, Chu Yuanxi encouraged them to return to the city where they worked as soon as possible, and then start the necessary observation as soon as possible.

Fortunately, there are not many such people in the well-off, and they are mainly programmed apes, so the main combat effectiveness is relatively well preserved. Moreover, it is not a floating population, so it does not have to face the serious problems that need to be faced by rushing to resume work under the dual factors.

Such a lively consumption scene was unexpected before the festival, but now it is reasonable, and it should be attributed to the strength and law of this industry.

The industry to which convenience stores belong is called wholesale and retail trade, which is the industry with the largest number of employed people in China, and it is not one of them, and it also surpasses any other livelihood industry, and it still maintains high growth.

During this period, mom-and-pop shops, which are at the tail end of the industry but occupy the largest number, are basically closed, but the demand continues unabated. In particular, because of the dual factors, buying goods has become the first place, buying as much as possible is the second place, and price sensitivity has become the last factor, which is even better for convenience stores with relatively high customer unit prices.

What's more, more than half of the well-off stores are specially selected to open next to the community! This is an advantage that other convenience stores do not have.

The data of the past few days has made Chu Yuanxi "shocking" is the related SKUs of hot pot, quick-frozen dumplings and Lantern Festival dumplings, basically the total number of related goods in 400 stores is more than 10 million yuan every day, and the average of a single store is 25,000.

It should be noted that half of the shops in Xiaokang are not in the community but in the business district, so business is extremely cold. In other words, the three types of hot pot dumplings and Lantern Festival, the single-store sales of the community store are close to 50,000 yuan a day, which is crazy!

Not only did she sell crazy, but she also drove Ma Xiaoxi crazy, and Liu Lu even went out to help her sort out the supply chain in person, and she still started to run out of stock. There is no way to do this kind of out-of-stock, the manufacturer's production horsepower has been fully opened, and now the manufacturer is the real uncle.

At this time, as a small channel, the preferential treatment and convenience given to many manufacturers free of charge before began to work, especially those who were exempted from the field fee by the well-off, there is always a bit of incense. The fulfillment of this kind of favor makes Xiaokang often out of stock, but he can always make up for the goods.

It's just that Yuan Yu is still quite worried, and from time to time she nagged Chu Yuanxi about the data she found, the data after SARS.

At the time of the SARS crisis, the level of financing in Asia as a whole in 2004 was nearly 30% lower than in 2002. In 2004, the VC investment activities of the national dynasty were still quite immature and could not be used as a reference, but insiders generally predicted that this year's investment would drop by 50% to 70% compared with last year's cold winter!

In particular, many investors are afraid of the asset-heavy model, and the manpower and rent costs of asset-heavy enterprises account for too high, and they will definitely be very cautious when the risk comes.

However, Chu Yuan Xixin said, "Aren't we a very flexible enterprise? In the face of the crisis, we have maintained a lot of flexibility, don't you see?

Of course, there is no point in arguing about these, anyway, what Chu Yuanxi saw was that the curve representing the number of core members began to rise, reversing the impression that it was mediocre in the past. This is an excellent sign that a series of operations are playing a positive role, especially when Xiaokang has not made any incentives and concessions for membership card members. At this point, Chu Yuanxi's attitude is resolute, and he will never be stimulated for the sake of stimulation!

During this time, he has been seeking to meet the actual controller of Tianxian match, and it is okay to meet him across the Internet. During this period of time, the business of fresh food short-term insurance was relatively cold, because the rice ball sandwich or something could not be held at all, and the customer hoarded a bunch of useless back, so it was at the bottom of the purchase. This effect will naturally be transmitted upstream.

However, because the Chinese New Year is busy, even if it is dredged through investors, it still cannot be arranged. This made Chu Yuanxi a little anxious, because Meiduo is also seeking to merge and acquire Tianxian Match, if his side doesn't even release his will, and the merger and acquisition is completed, wouldn't it be very aggrieved?

is also more aggrieved is "The Unconscious King". During the Chinese New Year, the game field became a carnival for big manufacturers, and the single-day recharge of the deceased pesticide exceeded 2 billion, and the peace elite was not far behind, but "The Unconscious King" suffered more.

Idle games are also divided into types, which are divided into those that consume more user time and those that consume less user time. "The Unconscious" is a standard low-amount time type, which requires manual operation to complete the heavy task of consuming a lot of the player's time, such as "The Unconscious Monarch" is used to consume the player's fragmented time. However, there is no concept of fragmented time now......

Therefore, the data during the Chinese New Year of "Wudao Dusk" is mediocre, not much different from usual, and you can only sit and watch a few head games make waves. Originally, Chu Yuanxi also had the opportunity to make waves, but he had already sold the Ba Ren game...... During this period of time, the "Out of the Troubled Times" operated by Unicorn Studio (formerly Ba Ren Games) has made a lot of money, and the recharge activities have been stubble after stubble, and it is visually estimated that the turnover in January can exceed 1.5 billion, and it will not be less in February.

But at that time, there would not be such a vision, all the sales were sold, and the Ba Ren Group could only cry out in vain, Chu Yuanxi kept talking to Lao Fan: "I lost, you earned, you earned." ”

During this time, compared to Xiaokang, the Ba people were relatively idle, except for the members who had to use the company's equipment for filming, basically no one came to the company to disinfect. In fact, Chu Yuanxi is quite satisfied with the performance of his brothers, although he works overtime at home, he still does not forget to combine work and life, and takes advantage of the idleness of the people of the whole country to do nothing during the Chinese New Year to shoot some life-oriented and contemporary works, recording this special Spring Festival.

It's just that a large number of videos that had been filmed before the New Year and were ready to be pushed during the New Year suddenly became a little out of place, which did not meet the tone of the special period. During this time, all kinds of "squatting at home" videos came into being, such as "show you a maggot" and so on, showing the pain of idle eggs, and the anxiety of not knowing which day to squat, as soon as you close your eyes and open your eyes, the holiday has been extended, at this time, who is the real house, who is the verbal house, it is clear at a glance.

In this atmosphere, there must be a minority who still do basic skills with peace of mind, but Chu Yuanxi has long developed a good habit that cannot be broken even during the New Year.

For example, reading industry news. During this time, Feng Lin became Chu Yuanxi's "news opponent", and the two punked each other who could dig up valuable industrial news faster.

On this day, Feng Lin took the lead in throwing over a paragraph, Chu Yuanxi looked at the title, and Tesla released a financial report for the fourth quarter of 2019 that far exceeded market expectations on the evening of the 29th.

Chu Yuanxi took a look, and it was obvious that this financial report must be greater than the expectations of investors in the United States, but for the Celestial Empire, it can only be said to be normal.

In the past quarter, Tesla produced 105,000 vehicles and delivered 110,002 vehicles, a record increase sequentially. What's more, Tesla not only ushered in profits for two consecutive quarters, but also the net profit attributable to the parent company in Q4 actually went straight to 400 million dollars!

This means that Tesla has officially embarked on the road to profitability, and investors who have been watching and helping each other for many years have finally successfully landed in the big pie period. It's only been a year since Iron Man was so miserable that he was shorted in the same period last year, knocking out his teeth and swallowing blood, and unconditionally accepting any financing bailout package so that Tesla could weather the storm. At that time, the $42 billion privatization plan proposed by Musk was laughed out of his teeth, but today, there is no such a cheap price!

For insiders, Tesla's profitability is not the same as that of traditional car companies. Tesla's gross profit is not ordinarily high, it is hugely high, what Ford, Toyota, BMW, etc., there is no one who can fight!

This is also the reason why, after seeing this financial report, the CEO of Volkswagen immediately lamented that the good days of belonging to traditional car companies are gone.

"How about it? Did I win today?" Feng Lin said proudly, "This is valuable industry information, right?"

Chu Yuanxi decided to combat Feng Lin's arrogance, so he rolled his eyes, "Very valuable, but ...... But for me it didn't lose. ”

"Have you dug up more important news?" Feng Lin obviously didn't believe it, because Chu Yuanxi went to communicate with the people of the Ba Ren Group early in the morning today, and she took the lead.

However, Chu Yuanxi showed a weird smile: "I mean, on the 7th, I foresaw that Tesla's financial report was going to be superb." So this news is valuable to me, but useless. ”

"Why?"

"Because the factory in the magic capital has begun to burst production capacity. Isn't it proper for Tesla to get the blessing of the speed of the country and the production capacity exceeds expectations? That is, the analysts of the United States have made a fuss and have never seen the world. ”

There were extremely obvious logical loopholes in these words, but Feng Lin was led astray, and sure enough, he asked Chu Yuanxi: "What evidence do you have?"

"Yes, I have proof. Chu Yuanxi pressed down with both hands, "The Ba Ren Group still has tens of millions of dollars in its overseas accounts, and some final payments will be added to the account in the future, totaling about 100 million." I invested in both the belly and the Pakistani people, so on the night of the 7th, I took out 20 million long Tesla stocks, and I still hold them and have transaction records. ”

This is the first time that the Baren Group has carried out large-scale operation in the secondary market, but the investment company already has this function, and the investment departments set up by many listed companies are more happy, and there is no problem with the Baren Investment to carry out stock trading within the total amount under the authorization of the actual controller.

It is unlikely that Chu Yuanxi will buy other stocks, because he has not studied it, and if he buys it with K-line blind Jaguar, it will be no different from the leeks in the big A shares. However, for cars, he has research, not only research, but also the ideals he has personally created, the impulse to start a business, and a large number of industrial investigations and judgments.

In this case, although Chu Yuanxi has given up the idea of building a car and instead focused on Ba Renhe and Xiaokang, the reaction of the Nasdaq after the delivery of Tesla's Modu factory in January is very obviously wrong, and this judgment can be easily made.

When I saw Tesla's pre-market trading that night, I felt that something was wrong, very weak, Chu Yuan Xixin said to himself, are these people stupid? Is it a lack of correct understanding of the policy dividends of my Great Celestial Empire? Musk has learned the operation of the Celestial Empire, and the rest is not a box?

This is obviously that the market did not see the correct trend, the market is wrong! The main thing is that he is idle and idle, so he placed a long order on his backhand, only to wake up and find that it has only risen by less than 4%. This increase once made him suspicious, wondering if the United States knew something that the country didn't know?

Fortunately, Tesla has risen all the way up, and it has risen by almost 30% by yesterday's close.

Chu Yuanxi is not a stock speculation wizard, if he goes to the big A share as a leek, he will not be stronger than other leeks, if Tesla repeatedly rubs investors sideways, or shocks up and down, etc., he would have been shocked out a long time ago, but for so many days, there are only three days of small yin lines, and the others are all up, and the unilateral rise is still bearable.

Of course, after Yuan Yu knew about this, he said to Chu Yuanxi seriously: "Let me tell you, the rise is actually the most test of investors' patience, especially when taking back in the intraday, it affects emotions very much. You can hold it, the main reason why I want to see it is because the trading time here is in the middle of the night, and you can't see the trading process, so you can hold it and sell it a hundred times in exchange for big A shares. ”

Chu Yuanxi naturally scoffed at this. Of course, a dignified star entrepreneur with a valuation of 300 billion yuan as the goal went to speculate in stocks, and it really didn't sound good. So he found a high-sounding reason for himself - not to make money, and to go long Tesla not to make a little money!

"Then what are you for? for investment?" Chu Yuanxi's words Yuan thought that he had mastered the essence, but he hadn't seen this today?

"Of course, it is to verify the company's research and judgment on the enterprise, the industry, and the market! Investment institutions must have their own insights and use chips to make their own voices! To go long is to tell the NASDAQ that you are wrong!"

So today, he took out an account with a floating profit of nearly 6 million $, Feng Lin suddenly had nothing to say, and then watched Chu Yuanxi's pre-market entrustment operation to continue to increase his position at close range.

Chu Yuanxi directly added 10% to fill in the buy order: "There is no price limit on the NASDAQ, and you may not be able to buy it if you add a 10%." ”

Feng Lin was frightened, because Chu Yuanxi's order was to increase the leverage of 50 million knives to enter. "You bought it like this, and you directly overdrafted it, right? Is this bad and good come out? I know that the good is exhausted. ”

"Do you think this is a big A-share dealer? It's all good? Besides, it's a lot of good, Tesla is not only a car, but also an electronic product. What is an electronic product? It's not about adding the function of watching videos and playing games, but about optimizing the system to improve the performance of the car itself. Its difficulty is in the early stage, there are many points of overturning, but now it has basically passed the risk, and there are some commercial things behind, which must be rising. ”

Chu Yuanxi was still a little stunned when he spoke, creating a high-quality intelligent on-board system that can be used all over the world is the source of his car-building dream, and it is also the only big opportunity that can be seen, but unfortunately time waits for no one, so he can only give up.

In fact, there was another huge news on this day, which was nothing more than a drop in the hammer, nothing more than a routine, that is, the EU vote for Britain's Brexit. Of course, Britain will officially decouple from the EU on the 31st and start a new and great relationship.

The so-called banquet in the world is not dissolved, according to Chu Yuanxi's words, it means that Britain can finally wield their ancestral-stirring stick.

In the turn of the day, Feng Lin found that Chu Yuanxi frowned when he read an electronic document while scrolling through Weibo, so he asked, "What are you doing?"

Chu Yuanxi replied simply: "I'm angry." ”

As soon as he talked about being angry, Feng Lin thought of the Weibo he had just swiped, and he was immediately angry!"Now that technology is really improving, hiding at home can be fainted by the popularity of people a thousand kilometers away." ”

"What did you read again?, don't tell me!" Chu Yuanxi said with a hard click of the mouse, and cut out the document.

"What did you look at again?" Feng Lin walked over curiously and found that Chu Yuanxi seemed to be looking at an audit report.

I saw Chu Yuanxi turn on his mobile phone and dial directly, and then shouted very unceremoniously: "Mr. Li, I said that you are also a well-known audit institution, okay? What kind of plane are you doing? Did you send a group of novices who have graduated less than three years ago to form a group to audit me? Is it because we are not listed, so we can deal with it? Won't your own partners read your audit draft?"

The audit report simply made him angry. It is said that people should not be too harsh on all kinds of overtime to audit, but the reason why they have to work overtime is because the other party failed to complete the audit work before the year.

There are objective factors here, and Chu Yuanxi understands it in the past. This year's Spring Festival is too early, more than ten days earlier than usual, so it is not a problem to explain to the founding team members that the dividend will be paid after the year. Last year's so-called "pre-year distribution" also arrived in February, and this year's holiday is early, and the completion of the audit must be greatly delayed.

What's more, there is such a thing as the sale of Baren Games in it, but fortunately, this sale has been completed, and only the assets that need to be stripped out need to be reviewed.

But what kind of super-ghost audit is this? Is the write-down of our intangible assets based on a contract, on a discount, or on a time? Why do these three appear in an audit report at the same time? Some should not appear in it at all? For the first time, Chu Yuanxi doubted his financial ability.

And this audit company likes to challenge the company's revenue recognition control point, it's just sick! And how do you confirm the automatic accounting process with the internal audit? Do you confirm the time point of payment? How can there be bank deposits/cash loans in this automatic accounting? Cash is absolutely impossible to do automatically, this looks like where did it come from?

Therefore, on the last day of January, the last day of ignoring the holiday agreed by both parties, Chu Yuanxi was completely annoyed. As soon as this audit is delayed, the brothers will have to delay the dividends, this is one day per night, and the interest will not be left on the company's accounts for one more day?

This is the reason why Chu Yuanxi is angry, it is like a lawsuit, but he thinks that his anger is definitely not as good as luck. On this day, the well-known short-selling company Muddy Waters forwarded an anonymous report and launched a sniping attack on Luckin.

Muddy Waters is a short-selling institution specializing in sniping the overseas listing of Guochao companies, the founder used to work in the magic capital, and also created a business, and then found that entrepreneurship is not as cool as sniper entrepreneurship, so he blatantly jumped back.

Since Muddy Waters was established in 2010, there are simply not too many companies that have fallen into their hands. The so-called flies don't stare at seamless eggs, and there are very few people who can retreat when they are targeted by muddy waters, and most of them are thunderstorms. The most famous of them is Huishan Dairy, although it dealt with the muddy waters, but then continued to break out of debt problems, major shareholders misappropriated funds and other mines, and finally delisted last year.

However, Chu Yuanxi couldn't cry or laugh when he looked at this short-selling report that found the same as the New World, because the other party attacked Ruixing's performance and business model.

Chu Yuanxi didn't think that Luckin had room for fraud, and cash flow did not allow it. He himself has operated the original world well-off, and knows what he can and can't do in this state of extreme hunger for cash flow, and the additional cost paid for financial fraud at this time will kill the company.

He has carefully read Luckin's financial report, if it is fake, why does it create the "false image" that the exposure of revenue growth rate to cash flow growth rate is getting bigger and bigger?

As for the business model, Chu Yuanxi is hehe. Indeed, Muddy Waters told the truth, and the question was not a well-known secret of the country? In a word, it can be summed up that Luckin invited coffee without taking a stitch from the masses, and was coveted by the mysterious forces of the West.

Then, the sand sculpture that published the report hired more than 1,000 people to shoot more than 10,000 hours of video, and came to the conclusion that anyone with a discerning eye knows that Luckin is cutting the tail of capitalism. The key is that Luckin really took a lot of it, maybe this is the reason why the anonymous reporter can't bear it?

Chu Yuanxi looked at the date of the report and thought that just this month, he was long Tesla's front and back feet, Luckin launched an unmanned retail strategy, and then completed another additional issuance of convertible bonds on the NASDAQ in one go, and rolled up another $1.1 billion to go.

1.1 billion, more than the IPO financing scale, equivalent to two IPOs on the NASDAQ! If there is anything to say, it is that Chu Yuanxi's admiration for the management of Luckin is like a surging river, if you want to add, it is to please treat the rice country leeks as people, the rice people are also people!

So Muddy Waters shouted at the release of this report, Chu Yuanxi felt that it was not enough. However, there are still several sets of data in the report that have attracted Chu Yuanxi's attention.

The first is that the average number of products per order of Luckin has decreased, that is, the number of cups that users buy at one time is less. Secondly, after calculation, the average number of goods sold in each store in a single day is less than 300 pieces, which is lower than Chu Yuanxi's own assumption, he originally thought that the average daily sales of Luckin would be seven or eight hundred pieces per store. If the report is true, it must be that the strength of Luckin's coupon issuance has decreased.

This can only show that I haven't been conscientious to drink the 1.8% off small blue cup recently, so I am not sensitive, but I think that after the success of Luckin Financing, the strength of the coupon will definitely return to the peak.

Feng Lin looked at Chu Yuanxi looking at an irrelevant report in the middle of the night and was so focused, as if he had forgotten that there was such a thing as isolation, and kicked him in the past, "What are you doing?"

Chu Yuan Xixin said in his heart, isn't this a wonder whether to operate it? Luckin is also a listed company and can be traded in the secondary market.

Don't look at Chu Yuanxi's rich experience, but there are really not many opportunities to buy and sell stocks in the secondary market. The original world really didn't have any spare money, but this time it really didn't have spare time. However, after pondering for a moment, Chu Yuanxi decided to decisively coax it, although his judgment was that this short sale would not cause any substantial blow to Luckin.

cowardly, mainly because Luckin is too ruthless and doesn't take leeks as people.

Especially considering that people have specially avoided domestic leeks, Yu Guo can be described as a conscience, and he even went to the Pacific Ocean to stick out his head, in case he was really cut, he would probably be as angry as the person who sent this report! I have been angry enough recently, I don't know when I will be able to get some good news?

As a result, there was good news the next day, and the actual controller of Tianxian was willing to chat remotely.

——————

continued to pay back the alliance leader, and paid off with interest.