Rongcheng, Jinniu Hotel.

The gathering was still the same nine people from last year, one did not increase, and one did not decrease.

Eight of them were playing Three Kingdoms, Song Weiyang sat next to him and watched, and Chen Tao personally made tea for them with a thermos.

When you get together in a group, you don't talk about specific business, and if you want to cooperate, you can discuss and communicate in private. As soon as we met today, the focus of everyone's attention was the "Asian financial turmoil", and Zhang Xuanlong and Li Sufu both vented their bitterness.

"I can't do business in Southeast Asia," Li Sufu said, waving his hand, "Most of the motorcycles I used to produce were sold to Southeast Asia except for the domestic market." Now more than ninety percent of the orders have been canceled, and the goods are not unloaded when they arrive at the dock, and no one is willing to accept them there. Especially in Thailand, don't want to get the liquidated damages back, you can go to court, and if you win, you will be given a bunch of waste paper, all of which are deeds and title deeds. This forced me to make motorcycles and go overseas to engage in real estate. ”

"Hahahaha," Zhang Xuanlong laughed, "You're worse than me." I've just lost some regular clients, and a lot of publishing companies and newspapers have gone out of business, but it's not always going to be exhausted. ”

Duan Yongping asked Li Sufu: "Then what are you going to do?"

"It's a pity that the government has been stuck and won't give my car a birth permit." I went to the ministry for more than half a year, tired and tired, and finally I was able to produce vans. ”

Zhang Xuanlong asked Song Weiyang: "Xiao Song, you have made a lot of money in Thailand, right?"

Liu Yonghang was surprised: "Xiao Song also participated in the sniping of the Thai baht?"

"It's just a good fight with Soros," Mr. Song said, "and I didn't make much, but I made more than $30 million with my partners." ”

"That's not much?" Guo Guangchang exclaimed, "It's more than my company's net profit in a few years!"

Cai Zhiping said: "I don't know much about financial warfare or anything. I heard that Soros is going to Hong Kong City to stir up trouble after cleaning up Southeast Asian countries? Will the Chinese government intervene?"

"Definitely intervene," Liu Yonghao said, "The port city has just been recovered, and it is impossible for the central government to watch it be defeated by Soros." ”

Song Qizhi said: "If the state intervenes, it will definitely have a great impact on the domestic economy." ”

Song Weiyang said: "There is a certain impact, but it mainly affects state-owned enterprises, especially export-oriented state-owned enterprises. As private entrepreneurs, we should pay more attention to the impact of the Asian financial crisis on the Chinese government's decision-making. ”

"What impact?" the crowd hurriedly asked.

Song Weiyang did not answer, but asked an irrelevant question: "South Korea's Daewoo is in crisis, do you know?"

"No!" Mr. Cai said.

"How is that possible?" said Li Sufu.

Guo Guangchang said: "A company as powerful as Daewoo should be able to survive even if it encounters trouble. ”

Duan Yongping said: "At most, sell some subsidiaries." ”

Zhang Xuanlong said with a smile: "Even if Daewoo buys half of its subsidiaries, it will be beyond the reach of Chinese companies. ”

Song Weiyang shook his head and said: "Although international capital has not sniped South Korea, just the aftermath of the financial turmoil has already made a mess of the South Korean economy." I guess South Korea will soon be on the verge of national bankruptcy. ”

"Can the country still go bankrupt?" Song Qizhi said in disbelief.

Others also looked at Song Weiyang, and they had never heard of the country's bankruptcy.

Song Weiyang carefully explained: "South Korea is a big chaebol model, and the top 30 companies contribute one-third of South Korea's industrial output and total investment. The financial leverage ratio of these 30 companies has exceeded 500% on average, and all of them are staggeringly indebted. The South Korean government, backed by the state's credit, has continued to borrow money from foreign banks, allowing these large companies to expand rapidly. South Korea's domestic market is narrow and mainly export-oriented, and the impact of the Asian financial crisis has caused all of South Korea's big chaebols to plummet their exports, with no hope of profitability and falling stocks. Do you know what that means?"

The people on the scene don't know much about finance, but the business is so big, they can basically imagine the predicament of Korean companies.

Song Weiyang continued: "On the one hand, a large amount of foreign capital was withdrawn from South Korea and went to Southeast Asia to make money with Soros. On the other hand, South Korea's poor economic situation has made foreign investors aware of the danger and have withdrawn their investment. And those big chaebols in South Korea owe countless foreign debts, but the debts cannot be repaid when they are due, and South Korea's national credit is useless. South Korea's 30 largest chaebols, all the capital chains are on the verge of breaking, and they control South Korea's economy, once they fall, the whole of South Korea will fall with them. ”

The audience was silent, looking at each other, a country said bankrupt if it went bankrupt?

Song Weiyang also said: "What the South Korean government can do is to let all small and medium-sized enterprises die, and use the corpses of these small and medium-sized enterprises to provide nourishment for the big chaebols to survive." It will definitely not be able to support all the chaebols, such as Daewoo, a company that blindly expands, and it is not far from death. As soon as Daewoo dies, the other chaebols will share and eat, and they may be able to continue to hold on. ”

Liu Yonghang said: "So, the Chinese government will definitely adjust the development strategy of state-owned enterprises?"

"Yes," Song Weiyang nodded, "China's current state-owned enterprise development strategy is based on South Korea's Daewoo. Grasp the big and let go of the small, give up those small and medium-sized enterprises that are not competitive, seize some large enterprises with strong strength, build these large enterprises into China's Daewoo, and collectively send these large enterprises into the world's top 500. But as it stands, the Daewoo model is too dangerous to have imitation value. Therefore, the development strategy of China's state-owned enterprises will definitely change. ”

"No wonder," Liu Yonghao slapped his thigh, "I said that the recent industrial and commercial economics magazines, why have there been so many related articles, all of which are discussing the development plan of state-owned enterprise reform." ”

Duan Yongping asked Song Weiyang: "How do you think the central government will adjust?"

Song Weiyang said with a smile: "The country retreats and the people advance." ”

"How can the country retreat from the people's law?" asked Li Sufu.

Song Weiyang said: "Carefully studying the economic papers in the recent period, in fact, the central government has been releasing tentative signals. The core idea is that the state controls the upstream industries such as steel, automobiles, aviation, telecommunications, electric power, banking, insurance, media, and military industry, and implements the monopoly of state-owned enterprises, and all the remaining competitive middle and downstream industries are all abandoned and left to fend for themselves. ”

The audience was dumbfounded, and for private entrepreneurs, this message was so important.

If it is really as Song Weiyang said, private owners and leaders of many state-owned enterprises will usher in a gluttonous feast. The reform of the shareholding system of state-owned enterprises, which was controversial in the past, will be carried out on a large scale and even directly become privately owned. At the same time, there will be a large number of problematic state-owned enterprises going bankrupt and closing, and there will be a wave of layoffs everywhere, while private owners can easily merge with the slightest sign of money.

Li Sufu wiped his sweat and said: "You said that the automobile industry will also be monopolized by state-owned enterprises?"

Song Weiyang said: "At least judging from the signals released by the central government, this is true. In a short period of time, Boss Li doesn't want to make a car, and it is good luck to be able to make a van with the signboard of a joint-stock state-owned enterprise. You shot early, if you shoot late, I guess you won't even want to touch the van. ”

"What kind of luck am I!" Li Sufu collapsed in his seat with a tired face.

And the rest of the people are eager to try and want to get a piece of this gluttonous feast.

It is also today's gathering that has established Song Weiyang's absolute core position in the small circle. Others, although they did not dare to believe it all, more or less began to prepare and keep an eye on policy changes. When Song Weiyang's "prophecy" came true, because they had been prepared, their net worth grew rapidly, faster than in history.

Every year after that, these people would leave everything behind, no matter how busy they were, or even if there was a big problem in the company. Because Song Weiyang must listen to what he says, if he doesn't pay attention to it, he will miss a big opportunity, and when he encounters key issues, he will more or less consult Song Weiyang's opinion.

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