Chapter 424: Knowing Yourself and Knowing Your Opponent [Seeking Genuine Subscription]

In the afternoon, Lin Yang made a phone call to Fang Xiaodong and told him the information he had obtained from his initial contact with Yang Pei'an. Pen, fun, pavilion www. biquge。 info

Early the next morning, Lin Yang drove Wang Yunfei's car to the hotel to pick up Yang Pei'an.

Sitting in the car, Yang Pei'an went to touch the seat belt.

After Yang Pei'an fastened his seat belt, he took a closer look at the car and asked Lin Yang curiously, "This is your car?" ”

"No, I borrowed it from a friend." Lin Yang said as he turned.

Yang Pei'an casually answered: "What about your car?" ”

Lin Yang smiled and said, "I don't have a car, so I borrowed it from someone today for you." ”

Yang Pei'an listened to it, was stunned for a while, didn't know what to say, and originally wanted to ask him if his driver's license was also borrowed from someone, but after thinking about it, he dispelled this idea.

Lin Yang glanced at him, thinking that he was worried that his driving level was not good, and said with a smile: "Don't worry, although I don't have a car myself, I have a driver's license, and the technology must be fine." ”

Yang Pei'an smiled and said, "Seeing you drive over, I know that your skills should be good." ”

Along the way, the two chatted about the architectural characteristics of Shanghai, as well as some food specialties, customs and people, and the more they talked, the more speculative they felt.

This is Yang Pei'an's first visit to Shanghai.

All the previous impressions of this metropolis, known as the "Paris of the East", were obtained from movies and TV news, such as Chow Yun-fat and Zhao Yazhi's main classic TV series "Shanghai Tang", such as the Shanghai Bund, such as the Oriental Pearl Tower, such as Nanlin Street, such as Shanghai Girl......

If Xi'an is an old man with vicissitudes of life, it has precipitated a long history of 5,000 years in China; Beijing is a prosperous teenager who has inherited the cultural tradition of China for 800 years.

Then, Shanghai will be a simple and noble woman, which is indescribably graceful and elegant.

In Shanghai in May, the weather is sultry, the sky is blue and bright, but it is a little depressing.

Accustomed to Hangzhou's hot and spicy, single-knife direct baking, Yang Pei'an, who came to Shanghai for the first time, felt that the weather in Shanghai made her heart restless, and the reading of the electronic temperature meter in Nanjing Square was as high as 38 °C. Looking at the fair-skinned, calm and beautiful men and women in Shanghai, I have to sigh that one side of the water and soil raises the other side.

Shanghainese pay attention to romance, taste and rationality, which seems to have become the living standard of the population of big cities.

The somber colors seem to be pouring out the mottled of the years, and the hollow plate flowers and wood carvings and gilt reflect the heaviness of history and culture.

On the other side, Shanghai's modern buildings have a very different feel.

High-rise buildings abound, row upon row, chaotic but integral.

The Oriental Pearl Tower has a long era, but the elegance has not diminished, and it is still as its name suggests, and it is a bright pearl that cannot be ignored.

Sitting in the car, looking at the unique buildings on both sides of the road, Yang Pei'an said: "Shanghai is a metropolis full of temptations, and it is sad that so many young people want to stay here and put down roots." ”

"Brother Lin, if I'm not mistaken, you should be from Guangdong, right?"

"Well, yes, Brother Yang, you remember correctly."

"Do you plan to settle in Shanghai?"

"I have no plans to settle in Shanghai for the time being, and I personally prefer Guangdong."

"Oh, I heard that the house price in Shanghai is about to reach 15,000 this year, do you think it will continue to rise in the second half of the year?"

Lin Yang thought for a while and said: "Of course, Shanghai's housing prices will definitely rise, I remember that in 2001, Shanghai was only more than 3,000 points, in 2003 it seemed to be more than 7,000, in 2005 it was 13,000, and this year, it is estimated that it will not rise to 20,000."

"It's such an exaggeration to be able to go up to 20,000?" Yang Pei'an obviously didn't believe it, but he didn't deny Lin Yang's judgment, and instead said: "Last year, I heard a Japanese sister tell me that housing prices in Tokyo, Japan, plummeted by 30% last year......

"There is no way, the World Expo will be held in Shanghai in two years, and housing prices will definitely continue to rise at that time."

"If housing prices continue to rise like this, if political corruption is not well regulated, it is estimated that it will become an economic bubble, and maybe the entire property market will collapse."

"Rest assured, unless the country's economy collapses, housing prices will certainly not collapse."

The reason why Lin Yang dared to say this was that in addition to having the memory of his previous life as a reference, he also had a certain amount of economic theory.

First of all, our commercial housing in China is not only the house itself, it is also bound to too many public services, such as 23:30 outside the fifth ring road in Beijing, there are a large number of ordinary buses to sit, the third-tier cities may not work, this is the invisible value of Beijing buildings, of course, the invisible value of the city of Beijing is too much, and it will definitely be unclear for a while.

In fact, if you want to make an analogy, Chinese residents buy real estate in the city, which is equivalent to buying the "stock" of the city, and the development of the city allows buyers to get "dividends", the so-called dividends are the rise in housing prices, and vice versa.

Second, local governments in China rely on land sales to get the first pot of gold and greatly improve infrastructure, otherwise where would Chinese cities get the money to build subways that cost hundreds of millions of yuan per kilometer?

Foreign economists found that the regular data for 1998 increased by only 2%, so they suspected that the 7.8% growth in 1998 was fake; In fact, except for the wave of layoffs of state-owned enterprises, the Chinese as a whole did not feel a particularly terrible depression in 1998, and a large part of the reason for this can be explained by the real estate reform of that year, which released a lot of social wealth and institutional factors brought dividends.

Since then, various localities have actively attracted investment in an attempt to convert one-time income into long-term industrial and commercial tax revenue. A large number of preferential conditions have dramatically increased the competitiveness of Chinese enterprises, and Chinese manufacturing has swept the world.

Lin Yang believes that in history, the rise of great powers has relied on external expansion, while China has solved the problem of insufficient capital by relying on land finance, which can be called an institutional innovation. And if land finance is abandoned, the government will no longer be able to raise revenues significantly by other means at this stage, which is tantamount to political suicide.

Under "land finance", the "anchor" of China's monetary credit is land, and the credit of local governments and banks is all tied to land.

In a sense, the renminbi is a "land-standard" currency. The key to China's failure to produce superinflation is that the value and liquidity of the renminbi's credit cornerstone -- "land" -- remain strong.

Once house prices plummet, land depreciated, credit collapsed, and flooded liquidity burst out.

Therefore, the key to preventing land values from plummeting is to prevent house prices from falling.

The only way to prevent the decline in housing prices is for the government to control the scale of supply, and only by drastically reducing the scale of land supply for commercial housing and cutting off the flow of credit from banks to real estate can the circulation of land credit in the market be reduced, so as to avoid a sharp drop in asset prices.

Of course, housing prices are too affected by various aspects, and they can't be generalized.

No matter how fanciful Lin Yang said, Yang Pei'an would never believe Lin Yang's point of view too much, and always held a half-believing attitude.

Therefore, Lin Yang is not worried at all, he is optimistic that the house price will continue to rise, and what trouble will it bring to him.

After sparing half a circle in Shanghai, he took Yang Pei'an to Fudan for a spin, and had a sumptuous dinner before driving Yang Pei'an back to the hotel, and the two said at the same time, "See you tomorrow." ”

Indeed, today has passed, and tomorrow we will have to fight each other in a short battle.

Although it was already evening, Lin Yang still called Fang Xiaodong and asked him about his preparations for tomorrow's negotiations.

Fang Xiaodong said: "You come to my house and talk about it in detail." ”

Lin Yang asked, "Is it convenient?" ”

Fang Xiaodong said: "Convenient, what's inconvenient." ”

On the same night, Yang Pei'an was also busy in the hotel room until late.

The next morning, Yang Pei'an sat very comfortably in the same teahouse, waiting for Lin Yang's arrival.

However, what he was waiting for was Lin Yang and Fang Xiaodong coming together.

After shaking hands with Yang Pei'an, Lin Yang introduced: "Fang Xiaodong, my negotiation assistant, next, he will negotiate with you on my behalf." ”

Although it was a little unexpected, Yang Pei'an was not surprised.

After a day of contact yesterday, Yang Pei'an could see that although Lin Yang was young, he was definitely not alone, and there should be someone around him to help him.

After shaking hands with Yang Pei'an, Fang Xiaodong took the initiative in the first sentence of his mouth: "You Ali want to pave the way for the listing in the United States, and our Sunshine Weibo lacks funds to operate, so I hope that the next negotiations can be carried out with the greatest sincerity, for a win-win situation, for further cooperation in the future." ”

Further cooperation?

Well, although Fang Xiaodong's tone was very loud, Yang Pei'an was not disgusted.

Fang Xiaodong was also a little eager to try, wanting to see how many catties and taels this guy from Alibaba, named Yang Pei'an, had.

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