585 [Thermal Coal Dispute]

Every year, the Golden Bull gathering, everyone has to meet to play for a few days, this year is to climb the Great Wall together, by the way to watch a "bullfighting" competition held in Tsinghua University.

The TBBA League, co-sponsored by Jianlibao and Xtep, officially started in early October. The country's one, two, three and colleges and universities, as well as many high schools are included, county, municipal, provincial, national competitions step by step, the event will last about half a year, a total of 100,000 students participated, more than 100 million people watched the event.

Jianlibao will provide 60 million yuan of sponsorship for this, and Xtep will also sponsor 40 million yuan, of course, these funds also include the products they sponsor. For example, in competitions above the provincial level, Jianlibao will provide free red cans of Jianlibao for players, referees and organizers, and Xtep will also provide free sneakers for competitors - not provided in city and county competitions.

A total of 100 million sponsorships, and only sponsoring one private event, this is a joke in the eyes of business peers.

With so much money, why not sponsor a big regular competition!

But now no one dares to laugh at it, and less than a month after the competition was held, it set off a "bullfighting style" in colleges and universities across the country. Even many students who don't pay attention to basketball have been pulled to cheer for the school team, and the popularity of Jianlibao and Xtep has risen wildly among students.

In the past, when students bought sneakers, Adidas and Nike were the first choice for those who were rich, and Hongxing Erke and Jordan were preferred for domestic brands, and the sneakers of Li Ning and Shuangxing were all better than Xtep. But since the launch of the TBBA league, Xtep's influence has suddenly surpassed Hongxing Erke and Jordan, and monthly sales have soared at a rate of 150%.

The same is true for red can Jianlibao, high school students may buy less, but in the sports fields and gymnasiums of universities, you can see the shadow of red can Jianlibao at any time.

No. 11 Yangfang Hutong, Lijia Restaurant.

It was the last day of the party, Liu Yonghang tasted the palace dishes, and suddenly said: "I am ready to enter the aluminum and electricity industry." ”

"Then you have to be careful," Guo Guangchang reminded, "Now the whole country is rushing to launch electrolytic aluminum projects, and the competition in the next few years will be very fierce, and it is likely that there will be an oversupply." ”

Liu Yonghang smiled: "So I plan to make alumina." ”

Duan Yongping didn't know much about this aspect, and asked, "Alumina seems to be a raw material for making electrolytic aluminum, right?"

Liu Yonghang nodded and said: "At the beginning of this year, I signed an agreement with Lu Xingxin Heating and Power Group to establish a joint venture Xinfa Hope Aluminum Co., Ltd., which is an electrolytic aluminum project. But before the factory was put into operation, a very embarrassing problem was found, and there were new electrolytic aluminum enterprises all over the country. Not only is the market extremely competitive but also the most important raw material, alumina, is insufficient, and more than half of the domestic alumina needs to be imported. So I plan to do alumina directly in one step and supply electrolytic aluminum factories across the country. ”

"It's very dangerous!" Cao Dewang suddenly said.

Liu Yonghang sighed: "Yes, it's very dangerous. So today, while everyone is here, help me sum up, what aspects of impact need to be paid attention to, I alone may have something to consider missing. ”

Why is it that alumina is more promising, but the whole country is rushing to launch electrolytic aluminum projects? Is it because the CEOs of those companies have no vision?

Of course not.

Because this field is monopolized by Chinalco, even if you want to import alumina, Chinalco and Minmetals will directly reduce the dimensionality.

Liu Yonghang is going to move the cake of Chinalco, and it is conceivable that the moment he announces the project, he will be suppressed from all sides.

Li Sufu has a deep understanding of this, because he is also moving other people's cakes when making cars, he said: "You are more dangerous than making cars, although cars are monopolized by state-owned enterprises, but there are many automobile companies in the country, and they are competing with each other." The production of alumina is monopolized by Chinalco, and even Minmetals, which has the right to import alumina, will intervene. I have only one suggestion, the funds must be all in place, it is unreliable to find a bank loan, and you can break it at any time after signing the loan contract. ”

Not only is it a problem of funds, in the past, Liu Yonghang launched the alumina project, and successively found two design institutes in the northeast and southwest to do the project design, but with the intervention of Chinalco, the two design institutes all went on strike.

"Be low-key, as low-key as possible. Don't invite reporters, don't do publicity, let Chinalco know as late as possible. Cao Dewang said.

Song Weiyang asked, "Is the funds enough, and how much do you need?"

Liu Yonghang said: "The follow-up funds are not clear for the time being, but the start-up capital will be at least 2 billion. I invested 750 million yuan in the electrolytic aluminum project in Lu Province this year, and now the funds in my hand are very tight, so I can only seek foreign investment and local cooperation. ”

As the head of the emerging Fosun system in China's financial field, Guo Guangchang is both short of money and not short of money, he knows that the prospects of alumina are broad, and immediately said: "I can operate it, it is still very easy to raise two or three hundred million yuan in half a year, but if you want to finance more, there is a risk." If Mr. Liu, you are willing to cooperate, I promise to invest 200 million yuan during the Spring Festival at the latest. ”

"Aluminum is also used to make cars," Li Sufu said with a smile, "I don't have much spare money in my hand, but I can take out 30 million yuan." ”

Song Weiyang said: "I personally invested 300 million yuan. ”

This made everyone extremely surprised, including Song Qizhi, who couldn't understand how Song Weiyang could come up with 300 million.

It is very difficult for enterprises to come up with 300 million yuan in cash, and they need to mobilize and raise all kinds of turnover, and what Song Weiyang just said is "personal investment".

"Yangyang, don't embezzle funds. Song Qizhi was very worried, and directly called Song Weiyang's nickname.

Guo Guangchang asked: "Personal investment? Are you expressing it wrong?" ”

Song Weiyang is not afraid of showing his wealth in front of these people, he smiled and said: "I went to South Korea to watch the World Cup in the summer, and I bought a football lottery ticket of 1 million US dollars, and I actually won it." ”

"How many hits?" Liu Yonghao said curiously.

Song Weiyang said: "Nearly 1 billion yuan, after tax. ”

"......" Everyone was speechless.

Liu Yonghang smiled helplessly: "The start-up capital of the 2 billion project is about to make my hair gray, and you actually won 10 billion yuan when you bought a lottery ticket." If someone else says this kind of thing, I definitely think it's fake, it must be the dirty money from somewhere, but you Boss Song don't need to lie. ”

Zhang Xuanlong lives in Hong Kong City all the year round, and occasionally bets on horses, so he calculated and asked: "1 billion yuan in 1 million US dollars, this odds must be more than 100 times." What did you buy at the time?"

Song Weiyang said: "Special bets, buy the fourth place in South Korea before the game. ”

A few people who paid a little attention to football immediately looked at each other, and then laughed, because Song Weiyang's bet was so interesting.

Zhang Xuanlong shook his head again and again: "No wonder, no wonder." Buy the fourth place in South Korea alone, you have a good eye, and your luck is also really good. ”

Duan Yongping was more cautious and asked carefully: "It seems that it takes a lot of electricity to make electrolytic aluminum and alumina, have you found a power supply unit?

"Yes, power plants are a big problem. Guo Guangchang said immediately. He now owns two steel companies and knows the extent of China's power shortages.

In 2002, China's economy developed rapidly, and "Made in China" became a buzzword, but the crisis behind it was a nationwide shortage of electricity. With so many factories popping up all of a sudden, including countless large consumers, China's original power supply system is on the verge of collapse.

This is only one of the reasons, the other reason is the struggle between coal companies and power companies!

Traditionally, coal power has been allocated on a planned basis. At the beginning of each year, the state organizes a meeting of the coal, railway and power departments to sign a one-year thermal coal purchase and sales contract, and the price is different from the market, which is called the "thermal coal guide price".

With the rapid development of the country's economy, the price of coal has been soaring in recent years. Coal companies are feeling more and more unhappy, Lao Tzu has worked hard to dig coal, why should he sell it to power companies at a low price? So he quietly sold a large amount of planned coal to private enterprises in violation of regulations, which to a certain extent caused a shortage of thermal coal.

The power sector is on the rise, suing coal companies for violating laws and regulations, and refusing to raise the purchase price of thermal coal. In fact, the power sector would rather reduce the amount of electricity generated than pay a high price for coal, and the power rationing is not a big deal during peak periods.

As a result, on the one hand, industrial electricity consumption has increased greatly, but on the other hand, the overall power generation has been decreasing, and the "power shortage" appeared in 2002, when the economy soared.

There have been electricity shortages before, but not to this extent this year.

Big cities dare not pull the gates indiscriminately, but in the vast number of small and medium-sized cities and towns and rural areas, they will have to pull the gates every three or five times to limit the power, and the most evil places will give you power rationing during the Spring Festival.

The central government attaches great importance to this, so in early 2003 it announced the abolition of the "thermal coal guide price", and everything was negotiated and resolved according to market-oriented means. However, the power sector is so awesome that the provincial power companies boycotted in tandem and directly refused to buy coal at the order meeting, and the order meeting led by the central government was unable to determine the price of thermal coal this year.

So in 2003, the price of coal skyrocketed, and the price of electricity skyrocketed, and even big cities such as Beijing and Shanghai were forced to cut off electricity, and even most of the landscape lights on the Bund were turned off. This was followed by a sharp rise in the prices of steel, cement, copper and aluminum, and to the point of "three prices in January".

Liu Yonghang explained: "You must have to start the power plant yourself, otherwise you will be stuck in the neck." I used to make feed, and a lot of steam from electricity generation was just right for the lysine needed to produce feed. The remaining steam can also concentrate the wastewater from the production of lysine, which is environmentally friendly, reduces the cost of discharge, and can be used to make the concentrated wastewater into trace element additives to improve the quality of feed. I have consulted experts, and this scheme is feasible and can form a set of industrial chain of 'aluminum-electricity composite-electro-heat co-generation-lysine-feed'. ”

"This is very interesting," Cao Dewang said, "I will send someone to investigate, if it is really like what you said, I am willing to invest 20 million yuan, it will be regarded as a money field for Boss Liu." ”

Liu Yonghang's aluminum power project is a special case, because he does not dare to find a bank loan, so he must solve the 2 billion start-up capital by himself.

After eating a meal, the members of the Golden Bull Club solved 600 million for him, including Song Weiyang, nine people were willing to spend money to come in and help. Of course, this is also to see the prospect of aluminum power projects, an industry monopolized by Chinalco, an industry that needs more than 50% of imports, as long as it is not disturbed by various off-the-market moves, it will definitely be to make money every day in the future.

Song Weiyang is happy to see this kind of mutual generosity, not just money, but also a network behind each member. The deeper the degree of investment entanglement, the greater the network of relationships behind everyone can be intertwined.

If anyone who doesn't have long eyes doesn't pay attention to the rules and runs out and stretches out his hand indiscriminately, this hand will be dragged back and beaten by their "parents" halfway through.

When there is more money, it becomes a number, and Song Weiyang is not thinking about how to make money now, but about something deeper.