Chapter 160, Long Talk
Seeing the eyes of the two people, I understood what the two people meant, especially Liu Chunyu's expression was more eager. Although I have been in the industry for many years, the more I understand how much of a threat it is to the company.
"In fact, I think 2013 is at most just a sprout, when we were established Rongwei Prosperous I said, if we can't make money in the past two years, then basically don't have to mix it up, fortunately, the first three years are good, and the test is really coming. ”
"The goal I set for Rongwei Dingsheng is not to lose more than 500 million yuan per year, so that we can persevere, which is still the advantage brought by our production of coils instead of strips, if it is strip steel, basically don't think about it. ”
"You should also see that now the effect of blast furnace transformation has been very obvious, even if the market is very bad to lose money, steel production is still rising. Why?" Chen Shu asked, the question is very simple, they have been engaged in steel production for many years, and they are very clear.
"It's clear that everyone is maximizing steel production capacity so that we can reduce costs to a certain extent. For example, the cost of producing 10,000 tons of steel a day and 11,000 tons of steel a day has not increased, and the additional output is earned in vain. ”
"In this short period of time, Mr. Guo is also bothering to study the matter of increasing production capacity, the more this is the case, the faster the competitive price will fall, and the more difficult it is for those loss-making steel mills to survive. 2013 was the first year at best, and 2014 was the beginning of the test, I mean. ”
"In 2010, all the blast furnaces below 300 cubic meters were cut, and everyone replaced them with 450 cubic meters of blast furnaces. ”
"Don't worry, if you're worried about your lack of stamina, find a bank loan as soon as possible, so that you can hold on for a while longer. I am afraid that it will not be long before the state will card loans to the financial industry, and even the financial industry itself will begin to control loans, especially for our iron and steel metallurgical industry. ”
"The national policy is to shut down the factory, and naturally the state has to make some compensation, or even resettle workers, but there are not many problems in the market elimination, which is the law of the market. ”
"I will not shut down our blast furnace until the last resort, after all, Rongwei Steel, Rongwei Industry and Minghua Commerce and Trade still have profits, as long as my profits can support these workers, I will not shut down our factory." Once you get through this difficult period, it's time to turn over. ”
Chen Shu was full of confidence, and Zhang Qiangdao was nothing, but Liu Chunyu's expression seemed a little dignified.
"What's the matter, Brother Liu, is there a problem with your company?" asked Chen Shu.
"If what you say is true, I'm afraid that the building materials industry is even more sluggish, and even far less than our Rongwei Dingsheng's ability to resist risks, my three 450 furnaces lose more than our three 1080 furnaces, which is obviously abnormal. ”
"If you don't say it, maybe it's nothing, but now the most worrying thing is spending money to keep the company running, but in the end you didn't wait for the moment when the market picked up, which is the most depressing. Liu Chunyu said.
"That's not it, as long as Sanei Steel can maintain normal operation, the two of us will hardly have to worry about financial problems. Chen Shu said.
"Are you so confident?" Liu Chunyu was still a little surprised.
"If you don't have confidence, prove that you still don't know enough about the market, the market of H and steel sheet piles is gradually being released, especially the market of steel sheet piles, which is gradually being recognized by the market, after all, this thing is not fast to promote in our country, and it is still in the trial stage. ”
"The agreement account policy itself has a certain degree of protection for us, and it has a certain advantage in the ability to resist risks. In the future, the overall price may be a downward trend, and the price of the agreement will ultimately depend on the manufacturer's pricing. ”
"We can't completely harm the interests of our customers, and if we do that, we will lose our customers, but they have a certain ability to take risks. In this way, we can directly transfer part of the risk to the other party, and still ensure that we do not lose money, and even continue to make profits. ”
"The capital we have accumulated should not be squandered easily, it may be the lifeline of our future, and it may also be the most fundamental foundation for our growth. Chen Shu said seriously.
"Do you still want to expand bigger?" Liu Chunyu couldn't help asking.
"Big brother, if the steel production capacity eliminated and reduced in the market this time does not meet the national requirements, what do you think the state will do? That is, the mandatory shutdown or the closure of production capacity. We've worked hard to build three 1080 blast furnaces, and you're willing to shut down one of them?" Chen Shu said.
"This ......" Chen Shu's words did say that Liu Chunyu's heart was on the road, how could he bear to shut down the factory he had worked so hard to build?
"Then what do you mean?" Liu Chunyu still didn't understand.
"Substitution, when the time comes, we will acquire a few factories, and if there is a profit, we will start production, and if there is no profit, we will be scapegoats, and then it will be included in the scope of reducing production capacity. Don't think that if you change to a 450 cubic meter blast furnace, you will be fine, maybe one day the 500 cubic meter blast furnace will be dismantled by you!" Chen Shu said.
The words "......" really scared Liu Chunyu, but once the country's plan to reduce production capacity fails to achieve the goal, it is really not impossible.
The reason why he is so panicked is because his three rivers in Hebei are all 450 cubic meter blast furnaces, and if the time comes, if the standard eliminated by Chen Shu is really eliminated, he will really have nothing to spare, and he really didn't expect to face this kind of crisis.
If all this really develops in the direction that Chen Shu said, these two most difficult years will not only pay attention to the company's operation, but also pay attention to grasp the market opportunity, and strive to get the acquisition plan done before the market flips.
After discussing the issue of the blast furnace, Chen Shu set his eyes on Zhang Qiang, but Zhang Qiang's life was not too stressful, so he didn't care too much about the current situation.
"Zhang Qiang, how is your situation there? Is there a possibility of a loss?" asked Chen Shu.
"Not yet, and there's basically no pressure at the moment. At present, one-third of the company's products are exported, and the overseas market share has not decreased due to the decline in prices, but is still expanding. ”
"The lower the domestic price, the greater the advantage in international competition, and the greater the profit they make in the estimated trade. However, in the past two years, our country's steel exports have been a bit too ruthless, whether it is the United States or the European Union, our country's steel has been included in the key observation objects. ”
"Our country's steel production capacity is really speechless, and now our country's steel price reduction can drive the world's steel price reduction. Originally, I didn't pay much attention to the price of steel in the world, only the price of iron ore. Since the listing of iron ore futures, the long-term ore pricing mechanism has basically been abolished, and I have focused most of my energy on exports. ”
"Now the underdeveloped areas of Africa can't talk about tariff protection, and I wish we were exporting cheaper steel, especially color steel coil galvanized coils and the like. Our main competitors are Japan and South Korea, and many of Japan's hot coils are imported. ”
"So in underdeveloped areas, our products are very advantageous, and even Japanese and Korean products are not dominant, of course, mainly in terms of price. The U.S. and EU markets have their own industrial structure, and now we have begun to investigate our plates, threads, and wires. ”
"Everyone can see the current situation in our country, they want to implement anti-dumping investigations on steel imported from China, which is very unfavorable to exports, but since Wuhan Iron and Steel won an anti-dumping lawsuit, many steel mills have now realized this. ”
"The market of Fuliang precision sheet is not large in the European Union and the United States, mainly concentrated in Southeast Asia and Africa, and now Hongtong is going all out to expand the Middle East market, and the opponent is South Korea, Japan, the United States and many other companies, but the advantage is still obvious, which is why I am still confident. ”
On the whole, Zhang Qiang's idea is still very optimistic, at least there is not such a big pressure as Chen Shu's ironmaking and steelmaking, and now his selectivity is getting stronger and stronger, but considering the stability of product quality, he has not chosen the hot coil of other factories.
"Since you have no problem there, there is not so much pressure on the few of us, at least when there is a real problem, there are still people who can come to the rescue. Chen Shu said.
"By the way, you haven't been staring at the company much for so long, what are you busy with?" asked Liu Chunyu.
"Learning, and then investing in channel technology upgrades, etc., when you have nothing to do, consider the company's development process. I think the company is more expensive than big, so I have been thinking about product upgrades, but unfortunately there has been no breakthrough!" Chen Shu's expression was very helpless.
Liu Chunyu didn't expect Chen Shu to think about this, and couldn't help asking: "The current situation is that there is an opportunity, do you dare to invest?"
"Why don't you dare? As long as you don't invest in everything that hurts your muscles and bones, what will happen if you do? I've thought about it, and the most I can do is invest this year's income, and I won't think about it any more. ”
"If the investment is successful, it is not too late for me to increase the scale, and it doesn't matter if the investment fails, at least it will not push me to the point of no return. Chen Shu said.
"I still want to invest, but if it's too large-scale, I won't consider it, is that what it means?" Liu Chunyu asked, Chen Shu nodded when he heard it, and Liu Chunyu didn't say anything more.
Liu Chunyu doesn't know how much capital Chen Shu has accumulated, but it is definitely not a decimal number, the dividends taken from Sanrong Iron and Steel alone are 1400 million, and Rongwei Dingsheng has taken 2.5 billion, and Fuliang Precision Sheet has taken more than 400 million, which are all dividends obtained by companies in which he has shares.
As for how much money other companies can make, others don't know, so Liu Chunyu doesn't dare to underestimate Chen Shu's financial resources now, and even acquiring a listed company is not a problem, but he doesn't have this idea!
After sending Zhang Qiang and them away, Guo Huaiyi was left alone in Chen Shu's office in the company, and now that they are gone, some things can be discussed.
"How is the research situation of Baili Chengfeng? We have been cooperating with the school for several years, but apart from the structural steel results we have taken out, there is nothing else that can be converted into benefits?" asked Chen Shu.
"Yes! I had already mentioned this to you, but everyone saw the current situation and did not dare to rush out the plan. After all, the company is now losing money rather than making a profit, and if we fail to put into production and transform, I am afraid that the loss will be greater, which requires us to make trade-offs. Guo Huaiyi said.
"You mean that we can transform on the basis of the existing one, which may have an impact on the current production, does that mean?" asked Chen Shu.
"Yes, now we are mainly hot coils, the year before last after the equipment upgrade can be rolled the width has increased, which gives us a new market, and Baili Chengfeng they have been committed to the research and development of corrosion-resistant coils and high-strength plates, and the results are more significant. ”
"The first batch of corrosion-resistant hot coils has been put into the market, and the sales speed and feedback are still very good, but we have not yet tested the high-strength hot coils. First, the negative market is too targeted, and it is worried that in case of failure, it will have an impact on the company's efficiency. Guo Huaiyi said.
"What are the aspects of high-strength hot-rolled coil?" asked Chen Shu.
"Automobile and cold rolling, we have put a lot of effort into pretreatment, surface finish, strength and various processing properties, we have done a test rolling in this area of steel in a furnace before, and rolled it out in strict accordance with the requirements, mainly as a sample for research, and a small amount of it has been put on the market. ”
"The sample experimental data we left behind can definitely be used as a car plate, of course, there is still room for improvement in fineness, and the car category we are targeting is not a family car, mainly transport vehicles and buses. If it is applied to cars, there are still some gaps. Guo Huaiyi said.
"If we can mass produce it, what will be the benefits, and how much impact will it have on our production capacity?" Chen Shu asked.
"The production capacity is about 2.5%, but if the company loses money, it is much more suitable to do this than the production of ordinary hot coils, at least this can guarantee more than 100 profits per ton. ”
"The first batch we put out is not profitable, and it is even sold at the price of ordinary rolls, in order to let the downstream business send the goods to the factory, so that the automobile factory can test the quality of our products. ”
"After all, those businesses are cheap to take from us, and the quantity is not very large, after the change of label, they entered these car manufacturers. Of course, it is best not to have problems, and once there are problems, after all, the number is small, and it is also within the range of their affordability. ”
"Risks and benefits coexist, once they succeed, it means that they have found a cheaper supplier, and we are equivalent to developing a new product, which also shares the company's production and sales pressure. Guo Huaiyi said.
This is the most commonly used method by downstream traders, Chen Shu also knows this, at the beginning, Minghua Commerce and Trade was to paste Xuangang's standard to sell threads, and even sometimes to post Tanggang's label. At the beginning, it was only mixed in a small amount, and later it developed to replace all of them, and it was not the goods of these manufacturers at all.
Now that the hot roll has tried to enter the automotive industry, but I don't know what the effect is, Chen Shu looked at Guo Huaiyi with questions.
There was no split, a chapter was uploaded!
(End of chapter)