Volume 5 Section 120 Pointing out the maze and going to sea

With the water mist curling above the straight glass, the glass condenses into a piece of water vapor, and the turquoise bamboo leaves hang in the water, which is very attractive.

In front of Sha Zhengyang, Zhong Guangbiao didn't have much to hide, he wanted to use Sha Zhengyang's mind to find a way for himself, and he naturally wouldn't shy away from medical treatment.

"In fact, the province has also seen the current or future Changhe Petroleum may face the dilemma, and now the central government is putting forward the 500 strategy, so the river will be combined with the three major coal industries, and want to use the current coal industry with good benefits to help Changhe Petroleum that may face difficulties in the next few years. ”

Zhong Guangbiao sighed, "In fact, from the perspective of simply engaging in enterprises, this kind of bundling is not suitable, the three major coal industries actually have a lot of their own problems, low labor efficiency, heavy debts, redundant personnel, and some loans on safety investment need to be made up, but now it has caught up with the price of coal all the way up, so it will look very beautiful, but once the price of coal falls, I estimate that it will not be better than Changhe Oil." ”

"Secretary Zhong, the coal market will probably be able to return to this year, I judge that next year, coal prices will return to a stable downward trend, this wave of prices will be cold, and it may take several years to resume the upward trend. Sha Zhengyang said with great certainty.

"Ah?!" Zhong Guangbiao was taken aback, "No, I have discussed with Director Gong of the Coal Industry Bureau and the old Xiang of Yitai Coal Industry, they believe that with the liberalization of thermal coal prices, coal prices will continue to rise sharply in the future, and the next few years may be the best time for the coal market." ”

"Hmph, they only see the liberalization of thermal coal prices, but they don't look at the general trend of the domestic economic climate of state-owned enterprises. Sha Zhengyang sneered: "The rise brought about by the liberalization of thermal coal prices has been digested in the past two years, in fact, the growth trend brought by electricity demand is also slowing down, which is bound to drag down the rise in coal prices, once the international and domestic economic situation is not good, it will immediately be transmitted to power demand and coal prices." ”

"Do you think there will be changes in the domestic economic climate?" Zhong Guangbiao suddenly became serious, this is a big problem, Sha Zhengyang's observation and judgment in this aspect have already been proven, so Zhong Guangbiao believes it very much.

"Well, there will be a wave of cold snaps, which will have some impact on the domestic economy, but for our neighboring Southeast Asian countries, as well as Japan, South Korea and Russia, the impact will be relatively large, and our country's foreign trade import and export and investment are closely linked to these countries, and will definitely be affected, but our country's economy is not as large as before, and after experiencing the export advantages brought by the depreciation of the RMB in the past few years, it will only be a short-term cycle of fluctuations, and the impact will not be too great. ”

Sha Zhengyang's tone was very affirmative, and Zhong Guangbiao couldn't help but groan, "Aren't the three major coal industries going to become a burden to Changhe Energy?"

"No, Secretary Zhong, what I'm talking about is just a short cycle, well, the coal market is cooling for three or four years, and once this hurdle is over, as China's economy moves towards the heavy chemical industry, coal prices will definitely usher in a fairly long golden cycle, at least more than ten years, so the three major coal industries will have a big benefit after a few years of tight life. ”

"But only if you get through these years. Zhong Guangbiao shook his head, "If the situation can't be opened according to the current situation, it is estimated that it will be good if you don't die, let alone impact the top 500 bullshit." ”

"Secretary Zhong, you are too pessimistic, since Changhe Energy is the province to support the creation of the top 500 seed players, the volume is still here, and as long as there is the support of the bank, the three major coal industries survive, and it is not a problem to live until the market improves, the key is still the Changhe Petroleum side, which is the backbone of Changhe Energy, to get rid of the current situation, it is more difficult, especially those you just mentioned, and PetroChina's unresolved confrontation, the increasingly depleted recoverable resources, even if the conditions for integration are given, but the upstream resources are gone, how to surviveοΌŸβ€

Sha Zhengyang's question made Zhong Guangbiao sigh and nodded, "If there is no support from the province, this game of chess will not be able to be played at all, and the province also requires that it be bigger and stronger, and hit the top 500, how easy is it? What can be used to impact the top 500?"

"The provincial idea is also good, but it depends on the actual situation. Sha Zhengyang said in a deep voice: "The backbone of Changhe Energy Group is Changhe Petroleum, but now there are many problems of Changhe Petroleum, and there are several core problems, one is that the resources are becoming more and more depleted, the mining conditions are getting worse and worse, and the mining cost is soaring; the second is that the labor efficiency is low, there are many redundant personnel, and the efficiency is declining; the third is that although the refining and chemical industry has made up for the shortcomings, it is still a soft underbelly in sales, and there is a lack of terminal retail support. ”

Zhong Guangbiao couldn't help but give a thumbs up and glanced at Sha Zhengyang, "Zhengyang, I have to say that you are really a genius, you have only been in contact for a few days, how much do you know, you can actually point out the core problems of Changhe Oil, if you can come up with a set of practical solutions, you will come to Changhe Energy Group as the vice president, and I will guarantee that you will go to the deputy hall within two years!"

Zhong Guangbiao's words are a bit big, but this also shows that Sha Zhengyang's analysis really made him more courageous, and tonight's trip is the right one.

As Sha Zhengyang said, Changhe Energy Group is not without merit, the first volume is here, the total assets are tens of billions, plus the three major coal industries and refining and chemical industry, the total assets have been close to 18 billion, of course, the debt is also very heavy; the second is the full support of the provincial party committee and the provincial government, so it means that the support of financial institutions will not be bad, and when it is really needed, this is the most critical support, which is also not possessed by other enterprises.

Especially for a non-state-owned enterprise like Dongfanghong Group, even if your profits and taxes are high in a year, can you get the Industrial and Commercial Bank of China or the Construction Bank to lend you billions of yuan? Impossible, at least Dongfanghong's assets and credit lines are not up to that level at present.

Because of these confidences, although Zhong Guangbiao is worried, he is also worried about the future development of the enterprise, and he really says that the company is really going to collapse and can't afford to eat, Zhong Guangbiao also doesn't believe it.

The problem is that Zhong Guangbiao also hopes that Changhe Energy Group will be a stage that can support his own development in his career, he hopes to perform better on this stage, and also let himself go higher in the future, so he hopes that Sha Zhengyang can give him an unimaginable suggestion, even if he also knows that this possibility is very small, but as long as there is income, it is enough.

"Secretary Zhong, if you want me to come up with some magic elixir at once, it is definitely unrealistic, but I think I can still consider it along a few lines. Sha Zhengyang was not polite, he knew that this time was not the time to be polite, Zhong Guangbiao came to him so eagerly not to listen to polite words, "First, resources are depleted, of course, we should increase exploration efforts, such as the use of some new technologies, etc., this is all clichΓ©, I don't need to say more, but I want to mention that one thing is to go out." ”

"Go out?!" Zhong Guangbiao was a little puzzled, "You said that you went out of Hanchuan, but the area demarcated by Changhe Petroleum is all in Hanchuan, and the state does not allow ......."

"No, Secretary Zhong, I'm not talking about going out of Hanchuan, in fact, the domestic crude oil resources can't come to Changhe Oil, and even the province's own wharf can't fight with PetroChina, how can you talk about going outside the province?" Sha Zhengyang shook his head, "I mean going abroad and going abroad." ”

"Abroad?!" Zhong Guangbiao perked up, "Zhengyang, I roughly feel your thinking, you mean to gradually transfer the main energy of Changhe Petroleum to foreign countries and exploit them, but we have never had any experience, and as a provincial enterprise, it is different from PetroChina, we are worried about ......"

Since 93 years, China has become a net importer of crude oil, and the number of imports is getting bigger and bigger every year, I believe that the central government has long seen this layer, PetroChina can go to sea, why can't Changhe Oil? Eight immortals across the sea to show their powers, of course, we can also cooperate with PetroChina, we can even cooperate with some foreign enterprises, no experience, then learn, no one is born will, not to mention that it is now facing a better situation. ”

Sha Zhengyang's words made Zhong Guangbiao feel energetic again, "What kind of good situation?"

"Secretary Zhong, your eyes are only staring at the inside of Changhe Energy, if you take a look, and then carefully look for some channels to understand, you will find that PetroChina these companies have actually begun to expand outward, I don't know if you noticed, after the collapse of the Soviet Union, the Russian oil industry has been chaotic, they are now recovering and adjusting, but also changed the original production model, in order to obtain capital to resume production, they have successively sold some small and medium-sized oil enterprises, many of which have a large number of oil and gas resources, which has also aroused the interest of some oil companies in Europe and the United States, ……”

Sha Zhengyang's words surprised Zhong Guangbiao, he didn't expect Sha Zhengyang's gaze to be so far away, how long has it been?

"Secretary Zhong, don't look at me like that, you know that I have some relationship with the Lei family in Hong Kong, a son of the Lei family works in BP in the UK, and last time I talked about BP is seeking to enter the Russian oil field, so I also asked him to help me collect some public information, when he talked to me about the strategic development direction of BP, an important area is Russia and the former Soviet republics, such as Kazakhstan and Azerbaijan. ”

Sha Zhengyang's words are half-true.

Thunder did have a cousin who entered BP's work, and also mentioned that BP intended to expand its business to the former Soviet Union, but the rest was Sha Zhengyang's own fuel.

But Sha Zhengyang read an article in his previous life, which was dedicated to CNOOC's acquisition of Unocal, which detailed the many failures encountered by Chinese oil companies on the way to the sea, and also introduced the acquisition examples of oil companies from other European and American countries in Russia, and he was deeply impressed.