Wang Qiang is not divided into grains, and he vaguely remembers that the prehistoric self seems to have shaved a lot of bean seeds in the snow. I couldn't help but be shocked: "Soybeans...... Isn't it remarkable? ”

Su Su smiled faintly: "It's not a big deal, I have been kicked out of the list of staple foods by China." ”

Wang Qiang was a little confused: "Is it oil extraction?" ”

Su Su nodded: "Yes, soybean meal after oil extraction is still an important feed." Soybeans are called edamame when they first grow, and soybeans when they grow. Then green beans and black beans are soybeans. ”

Wang Qiang remembered something: "It seems that the bean seeds that my brother dug out in prehistoric Lushan are green beans!" ”

Su Su smiled: "You need to be cautious when planting beans, because the yield of soybeans per mu is only one-third of that of wheat, rice and corn." So if China wants to grow soybeans, then the staple grain planting will not be enough, and China's limited arable land can only guarantee the staple food, which is a national security strategy. So soybeans are China's soft underbelly, and there is no way around it. Brazil and Argentina in South America are very suitable for growing soybeans, but they are indeed controlled by the entire ABCD industry chain, so so far, 80% of China's soybeans are dependent on imports, so soybeans have been controlled by others. ”

Wang Qiang was surprised: "Then what is China's move in the first round?" ”

Su Su sighed: "In fact, there were two soybean storms, one was in 1999 before China's accession to the WTO. At that time, imported soybeans from the United States were very cheap, so China's crushing enterprises were fully equipped to import a large number of American soybeans to produce soybean meal feed, and generally 20% of soybeans were oil after crushing, and the rest was soybean meal, so soybean meal was a very important sales head. As a result, the outbreak of mad cow disease in Europe, the United States immediately speculated on the feed, and China's soybean meal immediately reduced its price and could not be sold. Does Brother Qiang know futures? ”

Wang Qiang was surprised: "It seems to be the same as stocks, but all I buy are iron ore, oil, grain and so on." ”

Su Su nodded: "Yes, then let's talk about futures briefly." Futures first appeared in Chicago, USA, when Chicago was a grain distribution center, and many transactions of buying and selling grain were carried out here. However, the price of grain will drop sharply during the harvest, and it will rise sharply when there is a shortage of food during the disaster, which makes some people on both sides of the grain buy and sell feel very unhappy, Brother Qiang still remembers the middle school textbook "Collecting Three or Five Buckets Overcharged"? ”

Wang Qiang frowned: "Remember, the farmers thought that this year's harvest would be sold at a good price, but the price of rice fell sharply and was not as good as before." ”

Su Su said: "So I simply invented a contract, and agreed on the price and quantity of grain before it was put on the market a few months in advance, that is, a forward contract!" When the time comes, it will be at a fixed price according to the contract, and no one will fight. ”

Wang Qiang was surprised: "I feel that I am completely dependent on the sky to eat, or a pit!" ”

Su Su smiled: "What is a pit? This kind of play is exciting! In case the buyer's contract price is right, and the grain goes on the market to coincide with a disaster and the price of grain rises sharply, won't he make a profit? Even if he feels that the situation is not right and is going to be pitted by the weather, he can also resell the contract in his hand before the contract expires, and let the players who are willing to take over the deal to do the transaction, and the futures are born, and the trick of the capital world is that any contract bond can be bought and sold as a stock to speculate, so the basic gameplay of futures development is the same as stocks, and the method of shorting is the same. ”

Wang Qiang then understood.

Susu continued: "The difference is that if the stock is trapped, it can be left in the stock market for as long as it wants. But after all, futures still serve commodity trading, so there is a delivery time, such as the arrival of goods in Hong Kong, and the time for grain to be listed will be compulsory. During the period between the signing of the contract and the arrival of the goods, the player can determine the price of any day in between as the final transaction price, also known as the 'point price', rather than a one-shot sale. This is played by high-end players. Futures shorting is a high-end player among high-end players. ”

Wang Qiang realized: "Like Soros, only high-end players in the high-end have the strength to suppress prices and shorts, but buying grain is buying grain, and it is a simple thing to pay money with one hand and deliver goods with the other, so why play futures?" ”

Su Su sneered: "How boring is such a primitive way of trading? This is the rule set by the International Financial Group, there are some things that have to be bought in the casino! That's why I said earlier that TO is also a casino. ”

Wang Qiang sighed: "The other party is a super player, and his hands are full of dry goods, so it's not like turning his hands over to clouds and covering his hands into rain, and he can toss as much as he wants?" ”

Su Su sighed: "Yes, so this is still a casino where newcomers must lose, you can imagine how unfair some of the rules of TO should be to this rookie player in China!" The first soybean turmoil in 1999 was just to bankrupt a number of small and medium-sized crushing plants, and then the big money came in 2001, China officially joined the WTO, according to the rules of the grain market opened, especially the soybean market, so the four major grain merchants began to speculate on China's soybean oil demand, in fact, China is indeed very demand, so the international soybean price began to rise, this routine is the same as the high price of Guan Zhong. ”

Wang Qiang frowned: "Then Chinese farmers will be recruited and will plant a large number of soybeans?" ”

Su Su said in a deep voice: "Yes." The rise in soybean prices will inevitably lead to the rise in the price of soybean oil and soybean meal, and many crushing oil companies, such as Arowana Luhua peanut oil and so on, have rushed to follow the trend and put into production! ”

Wang Qiang immediately worried: "Is this not a good memory?" ”

Su Su laughed and said: "The market is blind!" High-end players like the free market the most, and they like to shout market freedom the most, what is freedom? High-end players have the freedom to abuse dishes! ”

Wang Qiang sighed: "That's what I said. ”

Su Su said coldly: "Then start the two-year pig breeding mode, so that China's soybean farmers are enthusiastic, and let the oil mill find bank loans to expand the scale of production, of course, this is all for others to build factories cheaply, let's not talk about it for the time being." And then the killing came! In the two years since China's accession to the WTO, it has accumulated a lot of surpluses with the United States, and the two sides have continued to have trade frictions. ”

Wang Qiang cut off: "Brother doesn't care if he's happy!" ”

Su Su sighed: "It's a pity, strength is respected, and China in 2003 had no say in front of the powerful US imperialists." What if the American people have an opinion? Buying Boeing planes to crush the American people! ”

Wang Qiang frowned.

"What if the American people still have opinions? Then buy more soybeans and cotton! So in 2003, China sent a large soybean buying team to the United States, and the members of these buying teams were CEOs of Chinese oil mills. However, as soon as they arrived in the United States, the United States announced to them with great anxiety that the weather this year and next year is not conducive to the growth of soybeans, and the price of soybeans will continue to rise! As a result, the price of soybeans has risen from $200 per ton, which was already at a high level, to $400 per tonne! ”

Wang Qiang was shocked: "This is to create a high-level bubble, ready to kill pigs!" ”

Su Su sighed: "Of course, Brother Qiang, as a descendant, realizes that the situation is wrong, but the authorities of that era are obsessed, and they are just some private entrepreneurs, how to deal with the scam of the old giants?" So they decided to investigate first, and these days of inspection, soybeans have been rising. As long as the soybeans continue to rise, the soybean meal they produce will definitely rise, and it is still no problem to make money, and in the end they still chose to believe in the science of the USDA, and signed a contract in the futures market at a high price to leave Hong Kong! ”

Wang Qiang was surprised: "It's over? ”

Su Su said in a deep voice: "Yes, I won't talk about the specific shorting method." In short, as soon as the purchasing group left, the United States released the latest scientific report, and the previous prediction was wrong, and there will be a bumper soybean harvest next year! Then the price of soybeans in the futures market plummeted, all the way to $100 a ton! ”

Wang Qiang exclaimed: "What about these CEOs who buy beans at high prices? ”

Su Su sighed: "It's over! The bankruptcy of the bankruptcy, the closure of the mobile phone of the mobile phone, the disappearance of the missing! Although the CEOs who are still standing up are very angry and accuse the US side of price manipulation, they have also united to refuse to buy American soybeans. But after investigation, the United States found that they had no capital to refuse at all, only ABCD could supply them, and they were not afraid of their union at all, so the next step of the United States began to fully acquire China's bankrupt oil crushing enterprises, so this pit, China's crushing oil was almost wiped out, and ABCD almost completely controlled China's crushing oil industry! In this soybean war, China is completely defeated! ”

Wang Qiang exclaimed: "And then? ”

Su Su said coldly: "Then, of course, multinational grain merchants did not hesitate to raise the price of edible oil!" In 2005, as mentioned earlier, the price of oil and soybeans rose at the same time, and began to force the renminbi to appreciate! ”

Wang Qiang sighed: "Fortunately, soybeans are not the staple food, if the staple food fails, then what else will it get?" ”

Su Su said in a deep voice: "Even so, in 2008, when the price increase of international grain merchants was very arrogant, another soybean war began. ”