Chapter 132: Genius

After listening to Chen Mingyu's words, Guo Yuancheng smoked silently and was silent for a long time.

Chen Mingyu couldn't guess what Guo Yuancheng was thinking, but he knew that the idea he proposed would definitely shock Guo Yuancheng! Even though Guo Yuancheng may have heard this point of view from Huang Henian and Tao Xuewei before, he believes that today's words will still make Guo Yuancheng think deeply.

Guo Yuancheng was very addicted to smoking, and in less than ten minutes, he had already lit the third cigarette, and the entire study was already full of smoke.

Finally, Guo Yuancheng opened his mouth again, but he didn't continue to talk about the topic just now, but changed the topic and asked: "Mingyu, I heard Xiaopeng say that you have been guiding him to buy equity warrants recently, right?" ”

Chen Mingyu said: "There is such a thing. ”

"Do you think those warrants make money?"

"Yes."

"Is there any basis for this?" Guo Yuancheng asked.

"Mayor Guo, you must be very touched by the stock warrant incident that occurred in Shenzhen in August this year. Judging from this incident in Shenzhen, the potential for the appreciation of these equity warrants is absolutely very large! Chen Mingyu said.

Guo Yuancheng said: "Of course I know about the stock warrant incident in Shenzhen, but the situation here is similar to the situation in Shenzhen, but there are also many differences. In my opinion, the equity subscription warrant of the company that Xiaopeng bought in his hand is only possible to make money if these two companies are listed. So, Mingyu, do you think that these two companies will definitely go public? ”

Chen Mingyu pondered for a while and said: "I don't dare to guarantee 100% that these two companies will be listed, but I am at least eighty percent sure that these two companies will be listed." ”

"Eighty percent sure? Did you hear any insider information? Guo Yuancheng asked curiously.

"I didn't hear the inside scoop." Chen Mingyu shook his head lightly and said, "I deduced this result entirely through analysis. If Qingjiang has a company listed, then with the scale and current situation of Qingjiang Iron and Steel and North China Power, they are the most suitable companies to be listed. Moreover, even if these two companies are not listed, the people who buy the equity certificates of these two companies will not lose, because these two companies are upstream resource-based enterprises, and the enterprises have many employees, and the government will not let them lose money, otherwise it will cause very serious social problems. Therefore, as long as there is strong administrative intervention by the government, then it is impossible to smash the equity of these two companies in their hands. Of course, these are my personal opinions. ”

Guo Yuancheng was very surprised, his curiosity about Chen Mingyu was getting stronger and stronger, he couldn't figure it out, how could a young man like Chen Mingyu know so much, how could he see these problems so thoroughly? He would rather believe that Chen Mingyu learned about the high probability of the two companies going public through inside information, rather than believe that Chen Mingyu came to this conclusion through his own analysis.

Because this matter is largely beyond his comprehension.

However, it is true!

Guo Yuancheng has to believe that there are indeed geniuses in this world!

After Guo Yuancheng explained the doubts in his heart for this reason, he said: "Mingyu, what do you think of our country's stock market?" ”

Chen Mingyu felt that he seemed to have said a little too much just now, and was worried that this was the first time he had met Guo Yuancheng, and if he said too much, it was very likely to leave a very bad impression on Guo Yuancheng, which would add to the snake and outweigh the losses, so he said modestly: "I don't dare to talk nonsense about this." ”

Guo Yuancheng said: "There's nothing nonsense to talk about, let's just talk casually behind closed doors today, you don't want me to be the deputy mayor, and I don't want you to be Xiaopeng's friend, just treat the two of us as New Year's friends, chat casually, discuss and discuss, okay?" ”

Of course, Chen Mingyu said: "Okay, Uncle Guo, I listen to you." ”

Guo Yuancheng smiled slightly and said, "Okay, you can casually talk about your views on our country's stock market, I want to hear your views." ”

Chen Mingyu said: "Then I'll get an axe from the class, and talk about it briefly." Uncle Guo, you must know very well that the development of our country's stock market has not been a few years old, and since 1984, some collective enterprises or state-owned small and medium-sized enterprises in Beijing, Shanghai and Guangzhou, such as Beijing Tianqiao Department Store, Shanghai Feilo Audio, Shanghai Yanzhong Industrial and other companies have begun to issue stocks, which is the starting point of our domestic stock market. In November of this year, soon after Shanghai Feilo Audio Co., Ltd. issued shares, some holders of shares began to transfer and buy and sell shares spontaneously, which was regarded as opening a private transaction of shares. However, due to the lack of a fixed stock trading venue at that time, the lack of market-oriented prices, and information asymmetry, there was a great deal of speculation and fraud in the private trading of stocks. In fact, the stock trading market formed at the north gate of Zhoushan Park in our city is just like the private stock trading market that appeared in Shanghai in 84, and the problems of information asymmetry, speculation, and fraud are very serious. ”

Later, in order to solve the problem of stock circulation, in 1986, Shanghai first tried to set up a public trading counter for stocks. Later, the Shanghai Stock Exchange was officially established on November 26, 1990, and opened in Shanghai on December 19 of the same year. On July 3, 1991, the Shenzhen Stock Exchange was also established. With the gradual formation of the primary and secondary markets, securities operating institutions have also begun to emerge one after another. For example, Wanguo Securities, founded by Guan Jinsheng in 1988, has now become a company with great influence. ”

"It can be seen that our country's stock market is still in its infancy, there are still many problems, and a perfect supply and demand mechanism and market monitoring mechanism have not yet been formed, which makes the stock market extremely speculative! For example, in Shenzhen, it happened in August that it was the time for the subscription of equity certificates, which pushed the speculative psychology of shareholders to the peak. Therefore, it also directly promoted the establishment of the China Securities Regulatory Commission. ”

"However, although the China Securities Regulatory Commission has been established, there is still a long way to go for our country's stock market to develop into a healthy stock market, and there are still many tuition fees to be paid. For example, it is said that the above is preparing to implement a listing mechanism of the 'quota system' that comprehensively supports state-owned enterprises, that is, the central government determines the listing quota, and then distributes it to various ministries and commissions according to the system, and to the provinces, municipalities and autonomous regions according to geography, and each province, municipality, autonomous region and each department must also distribute it according to its own system after obtaining the listing quota. Of course, the vast majority of these listing indicators are allocated to state-owned enterprises in various places. ”

"For some state-owned enterprises with good qualifications but lack of funds, listing financing is indeed a good prescription. However, what about those enterprises with poor qualifications, backward management mechanisms and poor market channels? Even if the company raises a sum of money after going public, if the shortcomings in the bones of these companies are not removed, what role can this money play in the end? When the money is spent, will it fall into the original loss situation again? And what about the investors who paid for these stocks? ”

"A healthy stock market should be a barometer of the macroeconomy, and should allow limited resources to flow into the enterprises with the most development potential, because the function of the stock market is to finance enterprises to be more conducive to the optimal allocation of social resources. However, if we regard the stock market as a way to solve the difficulties of state-owned enterprises, rather than as a financing channel for enterprises with limited resources to flow to enterprises with the last efficiency and the most capable entrepreneurs, this kind of thinking of developing a general ticket market for the sake of helping the poor and relieving the predicament of state-owned enterprises is unhealthy. ”

Although Chen Mingyu just wanted to say a few words, as soon as he opened his mouth, he accidentally said too much.

Therefore, after saying these words, Chen Mingyu said apologetically: "I'm sorry, Uncle Guo, I accidentally said too much." However, these are my personal thoughts, and there must be a lot of naivety in them, and I hope you don't laugh at me. ”

Guo Yuancheng didn't mean to laugh at Chen Mingyu at all, he was already shocked! He was already fascinated by Chen Mingyu's words just now, and he forgot to smoke the cigarette in his hand, so that when Chen Mingyu finished saying this, he raised his hand from shock, and a long strip of cigarette ash fell directly on the table.

Guo Yuancheng swept the cigarette ash down with his hand, then looked at Chen Mingyu with shock, and asked, "Mingyu, what you said is really your own analysis?" ”

Chen Mingyu said: "Yes." ”

Guo Yuancheng was silent for a while before he said, "Your words really shocked me!" To tell you the truth, the angle you stand at and your vision are much higher than mine! ”

Chen Mingyu hurriedly said: "Uncle Guo, you really rewarded me too much!" ”

Guo Yuancheng sighed lightly and said, "It's not a prize, I'm telling the truth!" Mingyu, if you don't have any special circumstances, or if you have a special channel to let you know about these situations, then you are definitely a genius! ”

Chen Mingyu's heart beat faster when he heard this, and he said modestly: "Uncle Guo, I just usually love to ponder, but I don't dare to take on the word 'genius'." ”

Guo Yuancheng didn't say much about this topic, and said: "Mingyu, you are studying economics and law correspondence at Qingjiang University, do you have other ideas besides wanting to study?" ”

After thinking about it quickly, Chen Mingyu said: "Uncle Guo, I am dissatisfied with you, although I am doing public security now, but in such a turbulent great era, I actually want to have a bigger and more comprehensive stage to play, in addition to wanting to make more contributions to the society, I also want to better realize my life ideals." ”

Guo Yuancheng smiled slightly and said, "Your idea is very good." You're still young, so don't worry, it's good for you to have more grassroots experience. ”

Although Chen Mingyu couldn't hear a clear statement from Guo Yuancheng's mouth, he knew that sometimes, not expressing his position was also a statement.

Today, he was able to talk about these things with Guo Yuancheng, and obviously left a very deep impression on Guo Yuancheng, which was enough!

"Well, I remember!" Chen Mingyu responded.

"Mingyu, Xiaopeng and you are classmates and sworn brothers, you are more mature than him, you have to mention him more in the future. Also, you are welcome to come here often in the future. After Guo Yuancheng finished speaking, he picked up the cup and took a sip of water.

Chen Mingyu knew that Guo Yuancheng meant to send off the guest, so he stood up and said, "Uncle Guo, I remember." Then I'll go out first. ”

Guo Yuancheng nodded, and watched Chen Mingyu walk out of the study.