Wang Qiang is still unfinished: "I feel that the jump is still big, first soybeans suffered losses in 2003, and then turned around in 2008?" ”

Su Su sighed with emotion: "Is it a big leap? In those years, the people were very aggrieved, and the country was scolded by the people. In the face of high soybean oil prices, the only thing that is gratifying is probably the development of a new way to play "health preservation". ”

Wang Qiangle was happy: "It's just that there are all kinds of health parties popular in the circle of friends, if you want to eat light, it's not good to eat too much oil?" ”

Su Su smiled: "Yes, if you want to lose weight and lower blood lipids, you didn't fool around!" Of course, what is more gratifying is that in the field of food, the country does not have big moths, and behind the grain reserves are hundreds of millions of hard-working farmers, which is much stronger than the genes in Latin America and Africa that are 'free and unrestrained', and would rather starve to death than farm, not to mention that it is a local battle, and there is no suspense in this battle, is it not in line with Brother Qiang's expectation that he will only challenge the highest difficulty? ”

Wang Qiang smiled: "It's really not fun if the difficulty is low, it's just, big moth?" What other areas do you mean? ”

Su Su said in a deep voice: "Yes, the grain war is over, let's talk about the iron ore war by the way, right?" This is a fight between the gods, and the common people may not feel it. This is not a local city defense battle, and the newcomers who have just come out of the novice village go to the high-end map to look for mines, and the abuse is called a tragedy. ”

Wang Qiang frowned: "Let's hear it." ”

"Just as there are the big four ABCDs in the international food sector, there are also three big three in the international mining industry, which are BHP Billiton in Australia, Rio Tinto in the UK, Vale in Brazil, and then there is a small giant FMG, three of which are in Australia," Susu said. Although there are also various Daye iron ore and Panzhihua iron ore in China, the iron ore is not in good condition, there are too many stones, and it is not competitive. I have to say that this is China's helplessness, although the land is vast and abundant, there is no good iron and no good oil. ”

"So China's steel companies are organized by the China Iron and Steel Association to go out to them to buy mines, and the customer is God? Inexistent! God has been slaughtered by them for many years, even if the situation is good after 08, it is still suffering losses and losses, and it was not until 2017 that it began to turn around. ”

Wang Qiang was a little confused: "What is the China Iron and Steel Association?" A giant like COFCO? ”

Su Su couldn't cry and laughed: "This is not, it is probably an industry service organization like the Writers Association, they are not responsible for production, and the real steel giants are Baosteel and Wuhan Iron and Steel." The reason why the China Iron and Steel Association should take the lead is because there are too many large and small steel enterprises in China, so the China Iron and Steel Association will negotiate the caliber. ”

Wang Qiang frowned: "It always feels wrong?" ”

Su Su said in a deep voice: "Yes! So where to start? It was still from 2001 when China joined the WTO, before China used its own mines to produce and use itself, although the quality of the color was a little worse, but it was used casually. At that time, Australia and Brazil were smiling and begging China to buy them. ”

"But after joining the WTO, it is different, the international steel market officially opened the door to Chinese steel enterprises, China's demand for a large number of high-quality iron ore came, and then the price of iron ore began to rise rapidly and quadrupled, that is, the aforementioned 'China buys what is expensive', and China must also face a heavyweight competitor Japanese steel companies!"

Wang Qiang frowned: "Japan again?" By the way, didn't it break out during that time that Japan Kobe Steel had been counterfeiting for 30 years or something? ”

Su Su smiled: "Don't interrupt. It was Japan that wanted to break free from the dog chain, and the boss behind the scenes shook his inside story and smashed his signboard. ”

Wang Qiang sighed: "As long as you meet the book, the other party will definitely break it." ”

Su Su said in a deep voice: "Correct. The first problem China faces is to bid with Japan to buy ore, originally according to common sense, China and Japan are big buyers, should join forces to pressure the ore giant to force him to reduce the price, and China's steel technology is not as good as Japan, and it is unlikely to pose a threat to Japan's high-end market, so the Sino-Japanese alliance to let the giants that is, to let Vale cut prices by 40% are in line with the interests of both sides, China's bottom line is 40%. ”

Wang Qiang frowned: "But Japan is not united?" ”

Su Su said coldly: "Yes, Japan is the first to reach an agreement with Vale, and the price will be reduced by 30%. According to the rules they formulated, as long as there is a big buyer to negotiate, the buyers behind do not need to talk, just according to the 30% price reduction that Japan said! Originally, China's technology was not as good as Japan's, and now the cost has been raised by Japan, not to mention competing with Japan in the international market, it would be good not to lose money, so this has led to 'China sells what is cheap', and Chinese steel companies are losing money year after year. ”

Wang Qiang was stunned and said: "Is Japan hurting people and disadvantaged? ”

Su Su smiled: "Disadvantageous? Brother Qiang underestimates Japan too much! Japan's Mitsui & Co., Sumitomo Consortium, and Mitsubishi Consortium began to invest in Vale, BHP Billiton, and Rio Tinto as early as the 60s, and are the world's fourth-largest iron ore major shareholders, and they have long been big players. That is to say, as long as the ore giants make more money in slaughtering China, Japan will pay more dividends as a shareholder, and this will not hedge the loss of Japan's less price reduction? Even made a lot of money, by the way, Brother Qiang learned another lesson, hedging! Knowledge points! ”

Wang Qiang was stunned: "Then isn't Japan a nursery that the auction house deliberately inflats?" ”

Su Su sneered: "Almost! And the other two giants, BHP Billiton and Rio Tinto, are mutually shareholding, that is, you earn and I earn a community of interests, and the three parties unite to monopolize iron ore, in the face of them, China is completely a rookie player, how to play with them? This is a foreign enemy! ”

Wang Qiang frowned: "What about internal troubles?" ”

Su Su said in a deep voice: "In 2009, the Rio Tinto espionage case that shocked the whole country happened, and the main case, Hu, actually joined the Australian nationality when he was arrested, and it almost caused diplomatic disputes. Hu leaked the internal secrets of China's major steel companies to Rio Tinto, and the production costs of China's large and small steel enterprises are well known to the other party. Then not to mention the rebate, an Australian, it is none of his business for Chinese steel companies to lose hundreds of billions of dollars, he just comfortably takes a rebate of 2-10 US dollars per ton. As for where his secrets came from, let's not talk about these, many large and small steel companies have this kind of collusion inside and outside. ”

"Let's talk about those small steel enterprises, when the China Iron and Steel Association and the giants talked about the stalemate, there were 38 small steel enterprises collectively defected, and they accepted the conditions that the giants gave them privately, and they were directly broken by the other party, what else to talk about?"

Wang Qiang was speechless when he listened.

Su Su sighed: "Brother Qiang, tell me your opinion? ”

Wang Qiang sighed helplessly: "What else can my brother say?" It's just like the Republic of China. Brother knows that this kind of swarm group will definitely be pitted by pig teammates, can't he integrate a giant of the level of China Grain Reserve and go head-to-head with them? ”

Su Su shook his head and sighed: "Steel enterprises are not the grain reserves of this kind of grain depot does not have much technical content of the enterprise, the easiest to raise idlers backpacks, nine years of key rectification and reform of the object is the steel enterprises, what you want is to reduce the scale, how can you go back?" And even if it is integrated, it will not be able to fundamentally reverse the plight of ore being controlled by others, just like oil, you can't wait for the rice to be cooked. ”

"And if you really integrate a giant state-owned enterprise, they will also find fault with your non-market economy, not to, just not sell to you! In fact, any acquisition of a Chinese company in the Western world will check the background of the company, and as long as there is a state-owned enterprise ancestry, the acquisition often fails, and they give priority to playing with private enterprises. What kind of routine is this? ”

Wang Qiang frowned: "Forcing China's large state-owned enterprises to be privatized?" ”

Su Su laughed: "Maybe! So, can private companies play well in the face of giants? Indeed, there is no backstage, that is, you can be played by the other party how you want! In short, like oil, there is no room for negotiation, want to buy shares? Even if it is a global storm in 08, the other party does not give a chance at all, internal and external troubles, how does Brother Qiang think China can break the situation? ”

Wang Qiang couldn't cry or laugh: "Hurry up and talk about the following, brother has no choice!" ”