1314. in the first place
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Looking at Li Yifan's eloquent demeanor on the other side, Wang Baojing felt a little bottomless in his heart, this guy seemed to really know something he didn't know.
"Brother Xiao Li, don't you sell Guanzi? Do you want to kill your brother and me in a hurry? ”
Wang Baojing's face was full of anxiety, and his expression did not seem to be fake, and Li Yifan smiled when he saw that the effect had been achieved.
"Okay, Brother Wang, I won't go around in circles with you."
Wang Baojing nodded hurriedly, sat upright, put his hands on his knees, and looked like a primary school student listening carefully to the teacher's lecture.
Li Yifan felt funny in his heart when he looked like this, and he also felt that it was time.
"Now there are thousands of liquor brewing enterprises in China, large and small, and those that are not high-grade and have no reputation are removed. Generally, medium-sized or large-scale liquor companies know that if they want to make good liquor, they must use glutinous sorghum, because if they use this raw material, the liquor produced will have a high yield and good taste. Moreover, the higher the ratio of this raw material to other raw materials, the better the taste of the liquor brewed. Generally, if you want to brew liquor at the level of Liuliang liquid, then you use the ratio of glutinous sorghum and other raw materials, and the minimum ratio is four to one. Therefore, this is also the main reason why the demand for glutinous sorghum has gradually increased over the years. ”
Li Yifan's words made Wang Baojing nod frequently, and he didn't hype glutinous sorghum once or twice, but it was all market behavior. As for why brewing companies attach so much importance to this grain. His knowledge was limited to this kind of thing, which was an important raw material for making baijiu.
"In the domestic liquor market. Originally, it was mainly concentrated in Xichuan, Northeast China, North China, and Northwest China. In Jiangsu and Zhejiang, it turned out that their local rice wine was more popular, and liquor was not very popular in South China. However, in recent years, with the change of Chinese people's consumption habits, the consumption of liquor has increased day by day. These distilleries have also realized the opportunity, so the output of the distilleries has been expanding almost every year, especially for well-known brand liquor companies, which has caused the demand for glutinous sorghum to rise sharply. The Northeast is an important production area of glutinous sorghum in China, with large output and good quality of glutinous sorghum, which is a very good raw material for liquor, which also creates many well-known domestic liquor companies in the autumn harvest season every year. They all have to send people to the northeast to harvest glutinous sorghum. ”
Li Yifan paused, but Wang Baojing on the other side became more and more anxious. Don't be hungry, you guy, hurry on!
"What means they used to acquire before, I won't say, Brother Wang, you know, but as our Phoenix Liquor joined this acquisition team, their lives immediately became difficult, in fact, I don't mind at all, being such a spoiler, because their methods are too dirty, and it is our fellow countrymen who are harmed. In the past two years, because of the turmoil of Phoenix Distillery, their acquisition costs in Northeast China have gradually increased, but even so, in terms of acquisition, they still did not go well. After all, there is so much output in those grain-producing areas every year, and so many wineries are rushing to ask for it, and everyone will come to eat together, which is definitely not enough. Last year, due to floods in the northeast region, the yield of glutinous sorghum was reduced in a large area, so they had to use their brains to find another way. ”
When Li Yifan said this, Wang Baojing felt that there was a vague and looming concept in his mind, and it immediately became clear.
"You mean, they're importing from overseas?"
"Haha, that's right, Brother Wang is really smart enough."
Li Yifan gave him a thumbs up, Wang Baojing was praised by him like this, and he couldn't help but feel a little happy in his heart, I don't know when he actually attached so much importance to Li Yifan's attitude
"But as far as I know, there don't seem to be many countries abroad that grow sorghum, right? After all, this crop, apart from winemaking, really has no other economic value. And the most important thing is that we use this crop as a raw material to make wine, as if we in China, Europe, America and Japan do not use this raw material to make wine. ”
Wang Baojing asked with a little doubt on his face, in fact, he had not investigated this problem before, and it was also because he was afraid that those liquor companies would find another way to bring in some glutinous sorghum from abroad.
In the handicap of Xichuan, there is a speculation of glutinous sorghum, and there is a place that is very different from the outside market, where there is spot delivery.
In the overseas modern futures market, speculation on futures is more of a speculation or hedging risk mechanism, and speculation to the end does not necessarily have spot delivery.
But here in Xichuan it's very different, after all, there are a lot of liquor brewing companies here, so at the end of the day, you must have a lot of spot to deliver.
For example, if you are long the price of sorghum, it means that you are not optimistic about the purchase of raw materials by these liquor companies in the past few years, which means that you are looking down on the output of these liquor companies this year.
But if people end up bringing in a lot of sorghum from other places, then you will be miserable, and the price of sorghum will definitely drop locally.
And you, as a long player, have two endings at that time.
One is to be swept away, lose the bottoms, can only wait for the next year to be ashamed before the snow, the other ending, that is, you firmly believe in your own judgment, you think they are bluffing, so you use oil tactics, constantly replenish the position, to ensure that your bottom line is not broken through, in the end maybe you will win the bet, maybe you will die worse.
However, all the results are subject to the final sorghum quotation from the local wineries.
This is also the most critical element of the handicap they play, so of course Wang Baojing will not ignore this.
According to his previous research, he knew that last year, the main glutinous sorghum producing areas in China must have reduced their yields due to floods, while abroad, it seems that there is no country to grow this cash crop at all.
Therefore, even if those liquor companies want to lose money inside the wall and make up for it outside the wall, there is no such opportunity, so he will strengthen his belief in the price of glutinous sorghum this year.
But now when I hear Li Yifan say this, it seems that I really missed something, how is this possible, you have to know that you have always been able to make no mistakes, how could you make such a big mistake this time?
Li Yifan shook the index finger of his right hand, his demeanor at this time, if it weren't for his lack of height and not dark skin, his image at this time was completely the barrel man who shook his fingers after capping the opponent in the NBA!
"Brother Wang, you are not engaged in liquor brewing after all, so you miscalculated this point! In foreign countries, it is not absolutely impossible to grow glutinous sorghum, but because when people first planted this crop, they did not intend to use it to make liquor. ”
Li Yifan bought another pass, and at this time, Wang Baojing was like a little mouse in his heart, scratching his heart, he wanted to know what he had missed, and it was because the investigation was not done carefully.
You must know that for a person as confident as him, such a mistake is simply unimaginable for him.
"Brother, don't buy the relationship, let's talk about it quickly?"
"Hehe, the fact is this, last year because of the floods, our glutinous sorghum production in the northeast region was seriously reduced, our Phoenix Liquor, as a very fast-expanding liquor company, of course, also attaches great importance to this matter, so in the summer of last year, the autumn grain harvest has not yet begun, we have begun to contact the acquisition of glutinous sorghum. Originally, when such a situation occurred, other liquor companies must have been in a hurry, and they would definitely send a lot of people to grab raw materials, but the people we sent out to buy found that this was not the case. Later, our people also communicated with other factories responsible for purchasing raw materials, and it turned out that they really found some overseas ways, such as those liquor companies in G Province, they found substitutes in Vietnam, although the quality is not as good as our glutinous sorghum in the northeast, but the output is high enough, and that way is monopolized by them. In British Columbia, Canada, as well as Albota, close to Montana in the United States, where is the famous agricultural maturity area in North America, there are many people planting glutinous sorghum, but the main purpose of planting this crop is not to make wine, but as a storage feed for the winter of the agricultural animals they raise every year. And they don't know what way to go, so they contacted the farmers over there, and it seems that a large amount of glutinous sorghum has been imported from them this year. The latitude of that area is about the same as that of our Northeast region, and the fertility and planting technology of other people are not worse than ours, so the quality of the glutinous sorghum they produce should be about the same as the quality of the glutinous sorghum produced in our Northeast......"
"What do you say? Did they really find this overseas pathway? ”
As soon as Wang Baojing heard Li Yifan say this, he suddenly jumped up from the sofa.
As a person who is long the price of sorghum this year, what he is most afraid of is that these liquor companies will really find such substitute raw materials.
Because as long as they find a replacement, when the time comes, they just start to show weakness to themselves, trap themselves, and wait until they are doing more.
As long as they transport these raw materials from outside to their factories, as long as they put them anywhere, they don't have to announce the cost price of the raw materials that come in, and then the rumors of this year's shortage of materials will be self-defeating...... (To be continued......)