Chapter 645: When the catastrophe comes, they fly separately

Sitting in the reception room, Yang Hu waited for two hours.

During this period, he also called Director You. It's just that every time you dial, it will prompt that the other party's mobile phone has been turned off.

However, he finally waited for Director You.

"Mr. Yang, I'm sorry. There is an important meeting in the city today, and I can't help but let you wait for a long time. ”

Director You knew about it as soon as he came back, he didn't even go back to the office, and went directly to the reception room to see Yang Hu.

"Director You, these are trivial things. I'm coming to you today because of the company's plummeting stock price and the rumors in the market. ”

Yang Hu had no time to be polite with Director You at this time, and directly explained his intentions.

"Well, I'm worried too. Before, we were worried about whether Bolong Optics would cut off the supply of exposure optical systems, but now, Bolong Optics is still supplying normally, but there is a problem in North America.

At today's meeting, city leaders also inquired about the matter. According to the information I have received, the inclusion of microelectronic devices in North America on the entity list is a high probability event. ”

Director You is now a rat in the bellows, angry at both ends.

The city was dissatisfied with his work, believing that he had made major mistakes in the decoupling of microelectronic equipment and Bolong optics, as well as the introduction of new capital.

The most important thing is that after the listing of microelectronic devices, the company was in chaos for a while. This situation was not changed until Li Qi became the chairman of the company.

At this time, he was also forcibly suppressing his anger in the face of Yang Hu. He always felt that his position was probably hanging, and the biggest culprits were the people of Summit Capital.

"Director You, let's think of a way, just sit back and wait, the stock price of microelectronics will definitely collapse. When the time comes, everyone will lose money, and no one will want to run. ”

Yang Hu wanted to ask Director You about the content of today's meeting, but it was not easy to ask. Some of the contents of the meeting in the city were not allowed to be disseminated, and it was obvious that Director You did not intend to tell him.

"What else can I do now? I called Li Qi before I went upstairs, and we'll go to the microelectronics in a moment. ”

Director You was under a lot of pressure, and he didn't even bother to eat lunch, so he thought about going to the microelectronic device. At this time, the only person who can be trusted is this "capable person", and the peak capital is useless.

Yang Hu was also very disappointed in Director You, and it seemed that it was difficult to realize the idea of relying on the city to solve difficulties.

He remembered Wu Zunyou's attitude, that guy was really cunning, and he saw the problem more deeply than himself.

"Director You, then let's hurry up, I hope Li Qi can have a countermeasure. In addition, isn't Hu Yang's Huijia department also a major shareholder of the company? If I give him a call as well, I don't believe that he can really sit idly by. ”

Yang Hu had an idea and wanted to pull Hu Yang onto the boat. He still knows the strength of the Huijia system, and he had an unpleasant quarrel with the other party before for the sake of profit.

Now I want to tie up with each other, and it is also for the sake of profit.

When Director You heard this, his face was not very good-looking. After all, he can't be as shameless as Yang Hu and them, and turning his face for the sake of profit is faster than turning a book.

But the situation is stronger than people, and Director You can only be cheeky to dial Hu Yang's phone.

On the phone, he talked about the current crisis faced by microelectronic equipment, and also hoped that Populus euphratica could make a contribution, and everyone should unite to overcome the difficulties together.

Hu Yang wanted to laugh when he heard it, but at this time you remembered to be united? However, Hu Yang did not play an attitude to Director You on the phone, saying that he would go to the microelectronic device later.

"Is it Director You? he's in a hurry, isn't he?"

Hu Yang was sitting in the tearoom at this time discussing things with Zhang Xiao, Dai Xiangjun and others, and when Director You called, he answered on the spot and did not avoid them.

As soon as Zhang Xiao heard it, he knew that it was Director You calling, and he could roughly guess the other party's thoughts. If, after the microelectronic equipment is listed, or the stock price positioning is ideal, or the production and operation of the enterprise can satisfy all parties. Then, everything Director You did before will be scattered with the wind.

But now it's clear that the company's share price is also starting to plummet, and production and operations are about to fall into trouble as the crackdown in North America escalates. At this time, if the company can't quickly reverse this passive situation, Director You will definitely be held accountable.

"Hehe, Mr. Zhang, Mr. Dai, it is precisely because of the decoupling of microelectronic equipment and us that the danger of this time passed by Bolong Optics.

However, after all, we still want to make high-end lithography machines in the future, do you think those people in North America will let us go? Don't even think about it.

Therefore, the two of you need to put yourself in the role of microelectronic devices, and quickly and actively find ways to stabilize the entire supply chain as soon as possible.

Let's go, let's go eat first. After eating, I still went to the microelectronic equipment to see what Director You and the others were planning. ”

Hu Yang smiled slightly, some things are destined to happen.

Director You and Yang Hu and others from Summit Capital have a relationship of mutual use. Isn't it time to stage a drama where they fly separately when the disaster comes?

After a simple working meal in the International Building, Zhang Xiao and Dai Xiangjun returned to Bolong Optics. Hu Yang took a car to the microelectronic equipment and met Director You, Yang Hu and Li Qi.

"Three, what's the matter? Let's talk about something, don't make the atmosphere so tense. ”

Hu Yang walked into the conference room and saw Li Qi and the others puffing out their eyes and stalking their necks like cockfights, obviously the atmosphere was not very good.

"Mr. Hu, are you here? Xiao Wang, pour a cup of coffee. ”

Li Qi was the first to react, and got up and asked someone to bring Hu Yang a cup of coffee.

Hu Yang, Director You, and Yang Hu also greeted each other before sitting on the chair.

"Mr. Hu, we were discussing the company's affairs just now, and we argued a few words with some different opinions, which made you laugh. ”

Director You's attitude was good, and when he saw Hu Yang sitting down, he handed him a cigarette while talking.

Hu Yang did not refuse, and took it.

"Mr. Hu, we just talked about the company's response plan. Li Dong said that he has begun to reserve raw materials and parts, which is no problem, but the problem is that his reserves are too large, and the company's cash flow will be very tight. ”

Before Hu Yang came in, Yang Hu and Li Qi were arguing about this matter.

The most uncomfortable thing in his heart is that this time Li Qi is still cutting first and then playing, and the excuses he uses are still the same, which is within the scope of the chairman's authority.

But Li Qi spent 1.7 billion yuan on the first reserve of Bolong Optics' exposure optical system. Now it is necessary to reserve a year's worth of raw materials and components, which is another billion.

The company's cash flow is really tight.

And Director You, today he stood on Li Qi's side clearly. He is a dead horse as a live horse doctor, and he has no choice but to hope that Li Qi can save the situation, and if he does not support the other party, he will have to move his nest in minutes.

As a result, the three of them had a big disagreement on the matter of large quantities of reserves, and they had been arguing before Hu Yang came.

Doesn't Yang Hu see the point of stockpiling raw materials and parts? Not really.

Storing materials for a year's production cannot completely solve this crisis, but it can buy time. How can the time gained be used to reconstruct the supply chain and actively explore domestic substitutions?

It's just that it's really hard to say what will happen in a year's time, and it doesn't mean that if you start working hard now, you will definitely be able to survive the crisis in the future.

In fact, there is a high probability that microelectronics will still sink.

So as the pinnacle capital in the capital market, the most important issue to consider at present is how to stop losses, rather than accompanying them to gamble on a future.

If you want to find someone to take over, even if you admit losses, the fundamentals of the company cannot be too bad. In particular, cash flow is valued by many investors.

As for waiting for a year, Yang Hu didn't have the patience, there were too many variables in it, and now he just wanted to get out of it quickly and leave this deadly quagmire.

If time can be repeated, Yang Hu will never let greed dominate him, and will never invest 10 billion yuan in the big pit of microelectronic equipment.

But fortunately, Hu Yang and Director You also fell out, and the microelectronic equipment was also decoupled from Bolong Optics. Therefore, Yang Hu felt that Populus euphratica's thoughts were probably similar to his own, and he said so much just to seek Populus euphratica's support.

Hu Yang understood what Yang Hu meant, but he didn't speak immediately.

Director You glanced at Li Qi, and Li Qi immediately said:

"Mr. Hu, if we can insist on production for a year, we can at least maintain the basic operation of the enterprise. In this process, we have to think of more ways, maybe there will be a turnaround?

Charm Semiconductor has also been suppressed by North America, but has not survived? Not only survived, but also able to develop and grow rapidly, I think, microelectronic equipment may not have no opportunities. ”

Theoretically speaking, Li Qi's words are good.

However, the situation with microelectronics and Charisma semiconductors is completely different.

First of all, it doesn't matter whether the technology is advanced or not, but it has mastered its own core technology. In addition, as the core enterprise of Huijia system, the entire Huijia system has invested countless resources to carry it.

But microelectronics don't have these conditions.

And, most importantly, Populus holds only a small stake in the company. Huijia does not control the entire enterprise, and certainly not even non-core members.

In this case, Huijia will certainly not fully support microelectronic devices as it supports Charisma Semiconductor.

Putting aside the pie painted by Li Qi, the practice of actively stockpiling raw materials and parts is actually correct.

Crisis crisis, crisis organic.

The only thing that can be done now is to find that glimmer of life from the crisis.

"I agree with Chairman Li's opinion, no matter what, we must persevere. Now, the most important thing is to maintain production for about a year, and then do everything we can to restructure the supply chain. ”

For the time being, the sale of microelectronic devices is still fine.

The company's products are not as advanced as ASML's products, but ASML has attached a lot of conditions to the lithography machine sold to you, such as not being able to give domestic independent brand chip foundry, and not being able to give military chip foundry.

At the same time, ASML's supply must first meet the needs of international giants such as Taipower and S-star, and when domestic manufacturers get the goods, they will definitely be one to two generations later than others.

Even so, people still get stuck on you at every turn. Every year to sell the lithography machine to the country, you need a license from others, and this license will not be issued if it is not issued, you have no temper.

In fact, this is the meaning of the existence of domestic substitute manufacturers such as microelectronic equipment.

Don't say whether it's good or not, as long as it can be used, international giants won't dare to bully you unscrupulously.

If domestic equipment can be topped and there will be a steady stream of orders, it will naturally continue to improve the technology and process in production, and it will not catch up with the international advanced level in ten or twenty years?

Technological progress is not an empty word, but needs to be grinded out little by little.

This is the biggest difference between industrial capital and financial capital, financial capital pursues short-term and fast, and pursues the maximization of profits. The pursuit of industrial capital is stability, and it is the persistence of ten years of sharpening a sword.

Now that Hu Yang and Director You are standing together, the shares of the two of them together are far greater than the peak capital, what else can Yang Hu say?

"I hope you succeed, but I'm still not optimistic. ”

After Yang Hu finished speaking, he turned his head and left.

He felt that it was a waste of time to stay here, and it was better to find a way to find a pick-up man.

"Mr. Hu, we had some misunderstandings before. But now that the company is in trouble, I still hope that we can work together. ”

Director You finally waited for this opportunity and hurriedly released his goodwill to Populus Hu.

"Director You, have we ever had a misunderstanding? I'm not right about things, I hope to create due conditions for Li Dong, at least I can't pull him back. Two, you talk slowly, I'll go first. ”

Hu Yang and Director You have no intention of reconciling, and he does not want to meddle in the specific affairs of the company. Li Qi is a talent, it depends on what step he can do.

"Dong Li, look, Hu Yang is really arrogant!"

Hu Yang has been gone for a long time, and Director You seems to have come back to his senses. It's not surprising that Hu Yang doesn't give face, but I didn't expect the other party to be so faceless.

"Director You, Mr. Hu is still on our side after all, isn't it? Please rest assured, I will definitely do my best to find a way out of the predicament. ”

Li Qi sighed secretly in his heart, he couldn't say anything about the contradiction between Director You and Hu Yang. But he also saw that within a certain limit, Hu Yang would support the company. But beyond this limit, people will still stand by and watch.

Anyway, the company is not Huijia, and people only account for less than 20% of the shares in the company.

"Li Dong, hasn't Hu Yang always wanted to merge and reorganize Bolong optics and microelectronic devices? You say, if we agree to this plan now, will he continue?"

Director You still had a little illusion and couldn't help but ask.

"Of course not! Director You, now that we have fallen into the pit, do you think people will jump down with us? I'm going to be busy, you can take a look at the company. ”

Li Qi felt that Director You was not sober-minded, and also, if the other party was sober-minded, how could he introduce a major shareholder like Summit Capital?