Chapter 412: Decisive Battle 2008, Soybean Annihilation War!
Wang Qiang suddenly realized: "Since the other party miscalculated this step, then this grain war is planted?" ”
Su Su said with a smile: "Yes, food is not comparable to oil and iron ore, this is a renewable resource, as long as our production reserve capacity makes them desperate, they have to completely cancel the attempt to make trouble on the staple food." So the rice we eat today is 2 or 3 yuan in the whole country, this is the power of giant state-owned enterprises to stabilize prices, otherwise once the staple food is lost, it will not be a matter of rising prices to 10 yuan or 20 yuan, that is, the leverage effect, driving all kinds of meat, eggs, vegetables several times the crazy rise, and then further driving the crazy rise of other industries, Brother Qiang has seen the leverage effect of rising housing prices, right? ”
Wang Qiang was shocked: "When housing prices rise, renting houses will rise, the goods in rented shops will rise, the prices of beef noodles will rise, and workers' wages will rise...... If the price of food does not hold, it will rise together with the housing price, this is unimaginable! ”
Su Su said in a deep voice: "This is the national food security strategy, a major matter of life and death that must be considered by a country with a normal IQ and normal sovereignty, how can those economists who are dogs be fooled?" Even if Japan's sovereignty is not normal for the United States, it is still because of the food security clause in the TPP, which has led to the failure of the TPP to succeed. ”
Wang Qiang was surprised: "TPP? ”
Su Su said with a smile: "It's that the United States regrets chess, and wants to reopen a game instead of to, and don't bring a new way of playing with China, so let's not talk about it." ”
Wang Qiang nodded and remembered something: "What I just said is a war of staple food, right?" What about the soybeans that have suffered losses before? ”
Su Su smiled bitterly: "This is difficult, I can only hold back the big move!" ”
Wang Qiang was interested: "What big move?" ”
Su Su sighed: "Because the international grain merchants have suffered losses in the speculation of staple grains, then they will seize the weakness of China's soybean shortage and continue to attack to make up for it, so from 05 to 08 years, the domestic edible oil prices have risen sharply, resulting in a variety of gutter oil industry is becoming more and more rampant, which is very harmful to the people." Stabilizing oil prices and soybean prices is the new task of COFCO Storage, but there is no stock in hand! ”
"Therefore, the meaning of holding back the big move is to lay out the production of domestic soybean farmers, purchase soybeans as ammunition, and the purchase quantity must be highly confidential! This is the hole card, and once it is leaked, it will be very difficult to turn the soybean war around. But even so, it is difficult to say that winning ABCD on the soybean battlefield can be said to be a battlefield that must be lost, and can only wait for the results of the game on other battlefields, and then annihilate and turn the tables in one fell swoop. ”
Wang Qiang was surprised: "Wait for the results of other battlefields?" ”
Su Su said in a deep voice: "Yes, just like playing Go, if you are trapped in one part, you can only put it aside, and when other parts open up the situation, it is possible to revitalize the overall situation." The Sino-US game is the result of a contest of comprehensive national strength, not just a food battlefield. Brother Qiang knows what the other battlefields are, right? ”
Wang Qiang realized: "You said earlier that the United States played subprime mortgage fun, at the end of 2007 in the stock market and housing market was trapped by China, and then the capital chain broke and caused the subprime mortgage crisis, and then Wall Street immediately detonated the European debt crisis, and then the 2008 global financial storm wow-wow-wow~~~~"
Su Su sighed: "Yes, in fact, the crisis in the United States has been showing signs since 06, in the words of the industry, it is called the 'gray rhinoceros incident', that is, I saw the gray rhinoceros fluttering and rushing over from a distance, but everyone just sighed and didn't feel much of it, and then got closer and faster and faster, just before everyone still didn't think so, it collided!" ”
Wang Qiang was happy: "What's going on?" ”
Su Su said with a smile: "The United States is like a great aunt who always comes to various crises, and the American people have become accustomed to it, which is nothing more than picking up a Chinese shirt that used to be worn a day and throwing it away from the trash can, washing and putting it back on." Who would have thought that this crisis would directly reverse the fortunes of the United States? ”
Wang Qiang frowned: "But China does realize that this is the key point to turn the tables!" ”
Su Su patted his head and sighed: "Who knows? After all, the United States is so powerful that it cannot be said to fall, how can it be said that it will fall? Maybe China is just looking for this opportunity? In short, China is staring at the node of 2008 At this time, Wall Street in the United States is full of chickens and dogs, and the international oil price that has soared with the price of beans and iron ore has also soared to 100 tens of dollars a barrel, which has increased several times in two years. ”
"Compared with the China Grain Reserve, which can still fight back silently, PetroChina and Sinopec have been beaten and vomited blood! This is the desperation of commodities such as oil being completely controlled by people, and others can rise as much as they want, so you can't stop buying them. So it is conceivable that once the United States really has complete control of the Middle East, China will still be alive? ”
Wang Qiang remembered something: "But Su Su said before that domestic oil prices are not allowed to rise at this time!" ”
Su Su nodded: "Yes, the moment of the decisive battle has come, in 2008, the National Development and Reform Commission issued an order, and the price of grain, oil and gasoline is not allowed to rise!" PetroChina and Sinopec are state-owned enterprises, there is nothing to say, even if it is a blood loss, it has to be cheap to supply oil, although at that time, many drivers scolded, saying that oil prices are rising and rising. But they don't know that if it weren't for the state-owned enterprises holding on, it would really be according to the international market, then it wouldn't be so gentle as rising a few yuan, even if it was a few times more than impossible! ”
Wang Qiang was surprised: "Didn't you say that the grain and oil were controlled by foreign capital? ”
Su Su sneered: "Control? Whose territory is in charge? After the lawsuit, slowly go to the general meeting, at least at the critical time of the decisive battle, go to the special market economy, and if you can't go up, you can't go up. However, soybeans are not under China's control, so the price of soybean meal began to grow wildly, resulting in a skyrocketing price of pork in China, and someone should have a profound impact on the period when they could not afford to eat pork in 2008. ”
Wang Qiang said with emotion: "Sure enough, the abnormal things are all ghosts of the enemy!" ”
Su Su continued: "After the order was issued, COFCO Reserves threw out 300,000 tons of grain and oil in small bags during this period, and distributed them directly to consumers at low prices, so that middlemen had no room to hoard goods. Although 300,000 tons of oil is difficult to cause a substantial impact on ABCD's control of the grain and oil market, but it has calmed down the anxiety of the people, and also has an impact on the psychology of speculators, after all, in 2008, the moment when the mountain rain is about to come, people with a little sense of smell are aware that the situation is wrong, some small players began to sell out, soybean oil prices began to fall sharply, and some unresponsive speculators became the first batch of bankrupt players. ”
"Then, COFCO began to sell the goods, at first carefully every ten days and a half months, after all, this time the goods are hard to accumulate soybeans, do not dare to act rashly. Then in the next few days, I waited and watched the international financial wind, and then Wall Street did not disappoint, the international situation was turbulent again, and the action of COFCO was getting bigger and bigger, and it began to carry directly with ABCD Finally, July arrived, which is the soybean harvest season! Brother Qiang, what should you do? ”
Wang Qiang frowned: "Of course, it is the news broadcast, the morning news, the noon news, the evening news, and the news of the super invincible slam harvest of domestic soybeans from various websites and newspapers are crazy!" ”
Su Su laughed: "That's right, the news is going to be broadcast!" Regardless of whether others believe it or not, we must put 100 million tons of Chinese soybeans in storage! Does Brother Qiang know what the concept of 100 million tons of soybeans is? ”
Wang Qiang said blankly: "No concept!" ”
Su Su said with a smile: "Legend has it that during the harvest season in China every year, the grain reserves reach 1 billion tons, and even if there is no harvest for 3 years, there is no need to worry about eating." At this time, on July 11, 2008, the price of oil also reached the highest point in history, 147 US dollars a barrel so far, the international financial group can no longer hold on, under the chain reaction of various capital chain breakage, the price of various oil and soybean commodities began to plummet! The financial turmoil has officially begun! ”
Wang Qiang frowned: "Just win!?" ”
Su Su smiled: "Yes, the battle for the general trend is lost!" All the plummeting soybean prices, COFCO Unceremoniously ate them all! The Carlyle International Investment Bank of the United States was crushed to death by leverage on the spot, becoming the first big soybean oil player to go bankrupt and fall. From this war to the present, no matter how ABCD calls for wind and rain in the world, it is impossible to continue to hype China's soybean oil. How much soybean does COFCO have in reserve? State secrets! ”
Wang Qiang was still unfinished: "And then? ”
Su Su smiled: "And then? China has always done things that would never have been possible for capital groups. After the outbreak of the 08 financial turmoil, a large number of soybeans in China began to plummet, all fell to 3,000 yuan a ton, which is already lower than the production cost of soybean farmers. But China didn't, China made another astonishing move to buy 7.8 million tons of domestic soybeans at a price of 3,700 yuan a ton, which is already half of China's annual output! Soybean farmers and soybean oil players around the world are in an uproar! ”
Wang Qiang sighed with emotion: "Brother is not in an uproar, it should be!" ”
Su Su sighed: "Yes, for soybean farmers, this is a good national policy. For international players, this 7.8 million tons is a warning, dare to come and fry oil? These 7.8 million tons can be smashed down at any time. Not only that, all kinds of rapeseed sugar have also been purchased at a high price. ”
Wang Qiang is still unsatisfied: "And then? ”
Su Su smiled: "And then? Then, of course, the enemy retreats and I advance! The financial turmoil swept through the losing Western world, and they went bankrupt and sold off, and some foreign-controlled soybean oil companies in China were retaken by the state. And Brazil and Argentina were both ABCD turf before, and China still wants to intervene? 08 years later, China hyped the concept of BRICS-5, and the relationship with Brazil was hot, while planting soybeans in Brazil, while making up for the shortcomings of Vale's iron ore. ”
"As for now, the entire arable land in the United States is all grown with soybeans by China, which is really good? Back in 2003, ABCD was reluctant to boycott U.S. soybeans by Chinese oil companies, and now, in the first round of the U.S.-China trade war, China can sanction U.S. soybeans. ”