This chapter is free, 2900 of the text and part of the author said. Because there are a lot of book friends who have doubts recently, this chapter is mainly to fill in the pit and explain, the follow-up plot is sensitive, and I am still considering the writing angle, please bear with me.

Body:

10 September 2001.

Huashi Technology's share price broke through the 1000 mark and reached the price of 1089.

Towards the close, DNW sold 327,500 lots to the market, accounting for 100% of DNW's total holdings.

The sell-off is over, the stock market closes, and the market is in an uproar!

At the same time, DNW issued an announcement, saying that DNW will no longer consider any operation on Huashi shares from the secondary market before the share price of Huashi Technology does not return to a reasonable price.

The stock price is too high to afford it, which is probably what it means, and there is nothing wrong with what the announcement says.

However, what makes countless investors and investment institutions crazy is that on this day, Tesla's global hot sales and DWN's sell-off did not give them a little time to react, and all of them were completed in one day!

And everyone's madness is the best affirmation of Tesla!

You don't need to look at Zhao Song's 50 million production plan, just look at IDG's previous predictions, and you can know what kind of company Tesla will be!

The volume is different, and the impact is different!

Now, Zhao Song does not need to carry the banner of national procurement and joint investment, and only with Tesla, he can get the influence of Porsche when he faced the public.

That's right, Porsche!

In 2008, Porsche took only two days to raise Volkswagen's stock price from 30 to 1005, and on the third day, Porsche released 5% of its shares to stabilize the stock price, and Volkswagen plummeted 48% on the same day!

What's even more unfortunate is that after the crash, there is a darker financial crisis!

In the whole process, major investment institutions have lost a total of 20 billion, and the third richest man in Germany committed suicide.

After that, the National Bank angrily claimed that it would never fund companies that rely on financial derivatives to make profits, and it was Porsche, which was a failure because of the super black swan of the economic crisis, and was counter-acquired by Volkswagen.

The above is the prototype of Zhao Song's backup model!

In terms of influence, a month ago, fantasy + Acer + Tesla = Porsche, they used a month to make Huashi Technology soar 10 times; a month later, Tesla = Porsche, its sell-off, even if the Huashi stock price fell less than 48%, it was not far off.

And Liao Yingzhu's trading logic for Huashi options is to make a long and short bet with a hedge fund on the day of the 918 delivery day. Liao Yingzhu, bet on the short!

As for the events of September 11th, whether and when it will happen, for Zhao Song, that is just a variable, and it is never within the scope of what must be considered!

He developed an alternate model, just to convert the unpredictable negative impact of fantasy into a positive one, and accumulate more energy to impact his ultimate goal!

Yes, the ultimate goal, Zhao Song has never changed!

.......

"At least 30%!"

This is Zhang Jianmou's estimate, not Huashi, but the entire OEM sector.

At night, Zhang Jianmou, who was standing in front of the window, said to Lin Benjian, who came to say goodbye, with a solemn face.

"If all the factories were united to resist when Zhao Song was trading Youda, why worry about today's situation!?"

Lin Benjian, who was thinking about what accidents would be encountered in this scientific research conference, raised his head when he heard this, and asked curiously:

"What the hell is he going to do. ”

"Steal my business. ”

Zhang Jianmou said with a wry smile, then put a stack of materials in front of Lin Benjian and explained to him in detail:

"In the era of compatible machines, because INTEL does not allow independent suppliers, all American IC companies will send out their own design materials, and many Wanwan IC design companies will buy those materials from the market, even if the market does not have them, they can also get countless original chips from the mainland e-waste market, and return to the company to do reverse research and development. ”

"The reason why the 4 and 6-inch production lines of Wanji Electric can operate at full capacity is because of the orders of many downstream IC design companies around it!"

"The chips in these orders have reduced the gross profit margin to less than 40%, which has made European and American IC factories give up this field and let Wanwan IC factories achieve long-term development. ”

Lin Benjian nodded thoughtfully, he understood what the chairman meant, before Tesla and Shenzhou entered the field of board production, Wanwan produced 90% of the world's board products, and the lower cost of chips fed back to many OEMs, so that Huashi, AUO, the vast number of other board and machine OEMs have achieved more cost advantages.

Before, the reason why those PC manufacturers in the mainland were more and more willing to let Wanwan OEM, instead of producing by themselves, was because they found that after the hard work of forming the supply chain, they did not purchase Wanwan manufacturers cheaply!

Taking the power management chip on the motherboard as an example, in Wanwan, there are at least a dozen large-scale manufacturers:

Richtek, Fuding Advanced, Maoda, Anmao Microelectronics, Zhixin, Peiheng and Chongmao are all well-known names.

They surround Wanjidian, and the products are embedded on many boards and terminal products such as Acer, Huashi, Gigabyte, MSI, Fantasy, Tongfang and so on through Wanjidian's production line, forming a perfect ecological closed loop worth 200 billion US dollars!

Thinking of this, Lin Benjian couldn't help but admire the old man in front of him, this ecological chain was created by this old man!

"Zhao Song ......"

Zhang Jianmou turned a blind eye to Lin Benjian's eyes and continued to explain, "It is the semiconductor industry that loves to spend money the most and is the most willing to spend money, and it doesn't all rely on financing, a lot of it is his own money!"

“.........”

Thinking of what Zhao Song said when he poached himself, Lin Benjian was silent.

"Xiaolin, the information in your hand is the counter-cyclical expansion plan of many Wanwan manufacturers, and in the past three months, the implementation of the plan has ........

for 0!"

Lin Benjian raised his head when he heard this, and said uncertainly: "Guancheng!?"

Zhang Jianmou nodded:

The Guancheng investment group set up by Zhao Song is larger in scale, with better conditions and lower policy preferences, so the local government and banks in Guancheng gave them the loan amount.

Not only that, but the investment of Wanwan manufacturers in various places is hindered to a certain extent, because under the same conditions, if the investment promotion departments in various places only give loans and preferential treatment to Wanwan manufacturers and not to Shenzhou, Zhao Song will find high-level scolding!"

Lin Benjian asked in surprise: "In so many places, Shenzhou is all involved?"

"It's not. ”

Zhang Jianmou shook his head and said with a wry smile: "His purpose is to stop the Wanwan manufacturer from emptying the white wolf.

Kobayashi, in the low tide of the industry, in addition to government support and bank loans, if you want to get enough funds for countercyclical expansion, only the financial market is left......."

Lin Benjian suddenly realized: "So, he came to Wanwan again." ”

"That's right!"

Zhang Jianmou sighed with a wry smile: "With many flies and bullying people of American capital, the Wanwan stock market has been turned upside down!"

"The third piece of information shows the amount of capital that has entered the Wanwan stock market in the past few months, as well as the number of new accounts, Xiaolin, these bloodthirsty crocodiles are not here to invest, but to speculate!"

“......”

"During the low tide of the industry, the growing inventory and declining revenue are all negative, where is the good, but Zhao Song can rely on the east and west, pull up the national procurement, joint investment, and create a good!"

"Shenzhou is in A-shares, and foreign capital can't get in at all, so he created a Tesla concept in Wanwan, attracting many investments, and in just a few months, the amount of capital in the stock market has increased more than tenfold, Xiaolin, can you imagine how sensitive the stock market is to all kinds of news now?"

Hearing this, thinking of the age of the person on the other side of the strait, Lin Benjian suddenly felt a chill all over his body.

"All the benefits are based on grabbing various bay industry markets, but why has the foundry sector risen so much?"

"Because of fantasies?"

Zhang Jianmou nodded and said: "Because of fantasy, because of the sudden acquisition of DNW's shell company, and because of that girl's genius operation, no one thought that she could do so well!"

Glancing at Lin Benjian, Zhang Jianmou turned his head to the financial team in the room and said:

"Please cheer up, because the war has entered the real white heat, and several major international headhunters have entered Wanwan, and he will definitely kill several downstream IC design companies in order to poach talents.

Those are the IC downstream industries, Wanwan is relying on these industries to develop, he is going to take the old road we went out!

And because it is a downstream industry, and because it has opened up the American government, no one will stop him, except us!"

"Everyone, even if the poaching is not successful, he will harm others and himself, just to stop Wanwan's countercyclical expansion and buy time for himself!"

Hearing this, Lin Benjian nodded and said: "My Foxconn friend told me that Huahong Microelectronics is cooperating with the joint semiconductor to tackle the BCD process of power management chips, coupled with the assistance of Foxconn engineers (terms of the purchase agreement), the technical difficulty is not great, I believe that the 4-inch assembly line of Huahong Microelectronics can be proficient in the process in a short time, at least, in the future board power management chips, the mainland can be completely self-sufficient!"

In the office, there was a sudden silence, and then the financial director asked anxiously:

"Chairman, what are we going to do?"

Zhang Jianmou lowered his head and thought for a long time before he said slowly:

"Don't care about the OEM sector, no matter what their fate is, they are all self-inflicted!

Everyone, early tomorrow morning, when the market reaction is not large, release all the OEM stocks, set aside funds, and protect those IC companies!"

"Believe me, no matter how much money he makes, he won't turn around and run, his purpose is not to make money, but to ......"

"Semiconductor talents, semiconductor technology, semiconductor market!"

"Yes!"

..............

Today's chapter, and this chapter is free, so the author's words are written in the text, and they are only written to readers and friends who read the D version and curse in the main comment area of the genuine web page, so book friends can turn off and not read it.

Because the D version of the website can't see the author's chapter comments and book friends, I will say two sentences in the text today to answer the negative remarks of some friends:

First: The problem of clean workshop, many professional book friends have pointed out in the comments, I am too lazy to change, take them as the standard, it is difficult for you to issue an indignant complaint again.

Regarding the issue of trade embargo, if that thing is also embargoed, is there no need for the embargo on the equipment of Wanwan manufacturers to open factories in the mainland?

Second: Playing finance in Wanwan is a business war, in order not to be played in the future, Tesla does not have so much influence, it has been explained many times in the article, so it has brought American capital into the market, and the influence is there, as for the logical question, do you still read the scientific research report at the starting point?

Third, the emotional line, scolded by old readers, I gladly accepted it, because there was indeed a problem with the emotional line, I changed three editors, plus the net cleaning action some time ago, I was not allowed to write down half of the body, the emotional line was completely messed up, and I am trying to correct it and return to the right path.

Fourth, when the dinner is served, no one listens to the words of those who have no money! I am so virtuous, so I have learned a lesson, and I am only responsible for pouring tea and wine at dinner, and I don't open my mouth!

You look at piracy, run the main comment area and scold people, let's not say that it takes no effort, I dare to assure you, no one reads!

I know why not? Because I don't have pressure to delete posts!Do you know why I can delete you accurately? Because I have the author's background.........

That's why the main reviews of the page go to all the praise, I deleted the post ha!

The work is not good, you can just make a ×, I don't recommend it, the results of the two lists are about 300, the update is slow, and you can't make much money, can you spare me?

Fourth, it's okay to scold people, it's no problem to watch the D version, and there's a better way to stay in the main comment area, which is to scold people, you write suggestions in the back, like my old book friends, after all, people will tell me what's not good, and correct the direction and suggestions.

The first time I wrote a book, and the book friends who read it to the present, they all hope that I can make great progress, but they scold and scold, but they put forward a lot of good suggestions and methods, as if they are investing in me - what if the next book of this online article can write a work that is more appealing to them?

You read the D version, and even saw the Wanwan Finance paragraph, more than one million words, I am sure to tell you, I wrote it with my heart, no matter how poisonous you think, I don't owe you!

In the end, the readership is very deserted, but the atmosphere in the group is good, you have the heart, come to the group to scold, come to the group to say, if you don't spend money.......

Dude, don't go to the main comment area, the market economy is over, watch the D version, no one pays attention to you!

If you care, you can even get my address in the group, and I work and live in one place.

I don't have the money to buy it, and I don't even have the qualifications to pay taxes to the state on the salary of a small commercial property!

If you don't write it carefully, and don't dare to expose the address, I dare to expose it, I dare to face anyone, if you send a message one day and say:

For a long time, I am in Beijing XX.

Wait, I'll see you right away, open the starting point APP, more than a million words, but if you are a disciple (apprentice), we can afford a fast meal, and when the time comes......

Beat and scold!

above

Good night.

Wonderful Book House