Chapter 586: What is the combination of coffee + Moutai?
Financial fraud was stone-hammered, and there was basically no solution.
If it is placed in A-shares, it is likely to be publicly criticized, and a serious punishment of a few people entering the capital market for a few years, and a fine of 600,000 yuan will be fined.
However, this is not the case with the United States stock market, where financial fraud not only compensates investors for huge losses, but is almost certain to be delisted.
Lu Yaodong has no idea at all now, he doesn't know how to solve the current problem.
"I ...... Hehe...... To be honest, I'm ashamed, I really don't know what to do. So I've brought our executives and major shareholders with me, and I'd like to hear from you, Mr. Yang. Lu Yaodong said a little shamelessly.
He was going to throw the problem to Yang Chen and let Yang Chen solve it for them.
But this is normal, and it is impossible for them to solve such a big problem on their own.
Yang Chen: "Since the focus of their shorting is "each store sells 400 pieces per day, the unit price is 16.7 yuan, and the profit margin is 28.4%", then we can only make this a real hammer to crack their short report. ”
Lu Yaodong: "Alas...... Mr. Yang doesn't know much about this industry, in our Dragon Country, the number of people who insist on drinking coffee every day is not much compared to the total population, and some of them are more pursuing brands such as Starbucks, and there are not many customers who really belong to Luckin. It is impossible to ensure that each store can sell 400 items every day, and the average unit price is 16.7 yuan. I can responsibly say that it is impossible to meet this requirement with any variety of coffee in the world. Even if high-end coffee is deliberately sold at a loss, it is not okay, because many people don't know anything about coffee at all. We say it's selling at a loss, but they don't believe it, and they can't attract customers at all. ”
Yang Chen: "Since you know that you can't do this data, why are you so fake?" Didn't you think there would be such a day when you faked it? ”
Lu Yaodong did not dare to speak, and other shareholder representatives expressed their anger to Lu Yaodong.
"We will invest so much money because of your salary cheating, if the company is really forced to delist, we will lose a lot, and we will definitely let you compensate."
"I have long reminded you that the United States is much stricter than ours, and once it is found that there is almost no way to delist, and the relevant responsible person may also be sentenced to prison. Chairman Lu and the senior executives kept assuring me that there was absolutely no falsification, and that all the data was true and valid. Is that what you say really works? ”
"Although the top priority is to solve the problem, I still want to ask Lu Dong and the executives how many things are fake, and how many things are still hidden from us. We hope that Chairman Lu and all senior executives can tell us truthfully. ”
……
Lu Yaodong: "The shareholders are right to criticize, and I really can't escape the blame and bear the greatest responsibility." If the problem can be solved smoothly this time, I am willing to sell my equity and exit Luckin. ”
This guy wants to play the trick of the golden cicada shelling, he has played this trick on many other listed companies before, first trying to pull up the stock price, and then reducing his holdings and cashing out when he is about to thunder, or even liquidating and cashing out.
However, this is also good, Yang Chen can take this opportunity to control Luckin Coffee, and it will be convenient to drink coffee in the future.
"Okay! Jin Ming, ask someone to send the equity transfer letter over. Not only Chairman Lu, but other shareholders who want to get rid of their existing shares can also sell them to me. I'll give you the price before the Wall Street start, 12.5 meters per share. You take the money and leave, and I'll clean up the mess. Yang Chen said.
Jin Ming nodded, and immediately called the assistant to send the equity transfer letter over.
Lu Yaodong: "Haha...... Thank you, Mr. Yang. In this way, today's meal is my invitation, and I thank Mr. Yang for his help in times of crisis. ”
Other shareholders also quickly chimed in, thanking Yang Chen for acquiring their shares at this time.
The reason why they are so eager to sell their shares is that with their wisdom, they really can't think of a way to break the situation.
Even if Yang Chen eats all the sold stocks, Luckin is destined to be delisted.
Once delisted, it will be difficult for shareholders to cash out.
Therefore, by throwing the equity to Yang Chen now, they don't have to worry about Rui Xing's life or death.
Everyone was eating, and the equity transfer book arrived.
Lu Yaodong and others immediately signed and promised to transfer the equity they held to Xingchen Investment and Yang Chen personally.
After eating, Lu Yaodong and the others left happily.
Jin Ming sent someone to follow Lu Yaodong and others back to Xiacheng to assist them in immediately changing their equity.
After the arrangement, Jin Ming came to the Luckin Coffee store to return to Yang Chen, who was drinking coffee and trying to find a way.
Jin Ming: "Mr. Yang, it's arranged." It's just that...... What do we do now? To be honest, I want to stop you, but I feel like you're the boss and I shouldn't be acting in my place. It's just that I really can't think of how to save Luckin Coffee. Whether it is from the business or from the capital market, this is a dead end, and no one can solve it. As Lu Yaodong said, even if we buy the highest-end coffee now and sell it for 9.9 free shipping, it will not solve the problem. Because the vast majority of people in the Dragon Kingdom don't drink coffee, they can't tell whether coffee is good or bad, and no matter how much we advertise it, it's useless. Besides, for the sake of a Luckin Coffee, it makes no sense for us to spend too much money and lose money to the performance. What do you say? ”
Yang Chen: "As I said, Luckin's life and death are not important, the key is that this is our first battle with Wall Street, and we must not lose." Other dragon stocks are waiting and seeing, once we can't save Luckin, other dragon stocks will be killed. The Wall Street gang has already made short orders, just waiting for the dragon stocks to collectively kill and make a profit. So, no matter what, we have to rescue Luckin back. ”
Jin Ming: "Alas...... There is no way to use the capital market, so we can only start from the business side. ”
The two were chatting when the clerk at the door soliciting customers quarreled with passers-by.
Because of the sharp drop in customer traffic caused by the Luckin thunderstorm, the store manager asked the store staff to go out to solicit customers.
Just now, a few drunken big brothers passed by, and the waiters went up to hand out flyers to solicit them, but they laughed and said, "Luckin Coffee dogs don't drink it", and the clerk must have been unhappy to hear it, so he quarreled with them.
"Who stepped on a horse to drink such low-end coffee! I'm going to drink Starbucks too! ”
"Who's going to drink this? Is it good to have a table? ”
"Haha......"
"It's not good to drink, but now it's being surrounded by Wall Street, and delisting is a sure thing, and you don't want people to talk about it!"
"Sister, it's not impossible for me to drink your coffee, unless you add Moutai to the coffee."
"Haha......"
"Hey, hey, you don't slap people in the face, they have this kind of ability, what kind of coffee do they sell, and they directly switch careers to sell Moutai."
"Haha......"
Yang Chen had an idea and thought of a way to break the game.
"There it is! Jin Ming immediately notified Luckin's production plant in Ning Province and asked their person in charge to take R&D and production technicians to Moutai Group. We also buy tickets now. Yang Chen commanded.
Jin Ming nodded, and hurriedly asked someone to check the contact information to notify the factory in Ning Province, and bought tickets for Yang Chen and Jin Ming to go to your province.
Yang Chen walked out of the store with a smile and said to the waiter: "Don't do these useless jobs for the time being, just do a good job in the store." Ladies and gentlemen, the Moutai with coffee you want will be available soon, remember to support it more when the time comes. ”
After speaking, Yang Chen hurriedly left with Jin Ming.
The big brothers looked confused and talked about each other.
"Who is he?"
"I don't know! He doesn't have a good brain, I'm just talking casually, he really wants to add Moutai to the coffee? It's a shame that he figured it out. ”
"Haha...... Who does he think he is? What is the status of Moutai, how can it be allowed to add Moutai to coffee for sale. Don't sue him! ”
……
As soon as Yang Chen got in the car, Ding Dajun, chairman of Moutai Group, called.
After Ding Dajun revealed his identity, Yang Chen said with a smile: "What a coincidence, I have already asked someone to buy a plane ticket, and I will rush over immediately." Tomorrow at nine o'clock in the morning, I will go to the group to find you. In addition, please ask Ding Dong to gather a few R&D and production personnel to wait, I will be useful tomorrow. ”
Ding Dajun: "Okay! Does Mr. Yang have any ideas? ”
Yang Chen: "I think it's time for the "first cup of Moutai for young people" to be born, let's meet tomorrow. ”
Hanging up the phone, Ding Dajun looked puzzled.
"It belongs to the first cup of Moutai for young people, which is a goal that the group wants to achieve. However, due to objective factors, the price of Moutai remains high, and young people cannot afford to drink it. What can Yang do to make this goal a reality? Ding Dajun muttered to himself.
Moutai's status in the Dragon Country, naturally needless to say, it is not an exaggeration to say that it is a hard currency.
However, this situation has also caused a series of consequences.
For example, everyone thinks that Moutai can't be cheap, it should be sold for more than 1,000, 3,000, or even more.
If Moutai Group dares to cut prices, what will be the consequences?
Dealers do not agree, price reduction means reduced profits, of course they are the first to stand up against it, and Moutai needs to rely on these net sales to open up sales, so naturally they dare not offend.
People who treasure or even hoard Moutai in their hands do not agree, and the price reduction means that the value of these Moutai in their hands will decrease.
Rich people and G clerks also disagree, drinking more than a thousand, or even more than 3,000 Fei Mao is called status, and drinking a few hundred yuan Fei Mao can still reflect their status?
In the end, the state will not agree either.
Every time the state banquet is used, Moutai, if the price is really reduced to three or five hundred yuan a bottle, it will not be able to entertain foreign guests.
Therefore, this is equivalent to the price kidnapping Moutai Group's business strategy, and they can only make a 50% profit margin.
But after all, there are many poor people in this world, especially young people who don't drink Moutai, so such a broad market has not been able to set foot in, and Moutai Group is also uncomfortable.
Therefore, a few years ago, some people shouted the slogan "The first cup of Moutai belonging to young people", but this slogan has been difficult to achieve for a long time.
Now Yang Chen said that "the first cup of Moutai belonging to young people" should be born, and Ding Dajun is really looking forward to what he can do.
Because Yang Chen did not have any counterattack against Wall Street, after the opening of the rice stock market in the evening, the share price of Luckin Coffee fell sharply again, directly falling below Mijin / share.
Driven by Luckin Coffee, all dragon stocks fell collectively.
At this time, Luckin Coffee made an announcement.
The content is simply summarized as "Yang Chen and Xingchen Investment acquired the shares of Chairman Lu Yaodong and many other shareholders, and Yang Chen and Xingchen Investment currently hold a total of 68% of the shares of Luckin Coffee, and Yang Chen has become the actual controller." ”
As soon as this announcement was made, the stock prices of Luckin Coffee and other dragon stocks began to rebound.
However, these stocks only rebounded a little, and then killed again.
Because everyone knows that Yang Chen becoming the controlling shareholder of Luckin does not change the fact that Luckin is fraudulent, once this fraud is confirmed, Luckin Coffee will definitely be delisted from rice stocks.
Therefore, if you can run now, you can run quickly, otherwise when the delisting notice of the securities regulatory department of the United States is issued, you will not be able to run away if you want to.
Early in the morning, major financial media reported the news of Yang Chen's acquisition of Luckin Coffee and Moutai.
Finance Today: After Wall Street declared war on Boss Yang and Dragon Concept Stocks, after three months of hard work, it finally issued its first short-selling report, and Luckin Coffee unfortunately became unlucky. Just when everyone was expecting how Boss Yang would fight back, he first spent trillions to acquire 10% of the shares of Moutai Group, and then acquired 68% of the shares of Luckin Coffee, becoming the actual controller of the company. We can't help but ask what exactly does Boss Yang want to do? The acquisition of the equity of Luckin Coffee can be understood as pulling up the stock price. But what is the purpose of acquiring Moutai's shares?
Flush Finance: After falling 40% yesterday, Luckin Coffee's share price fell more than 30% again today. However, fortunately, Boss Yang took action and took out real money to protect the plate of Luckin Coffee. While this won't solve Luckin's crisis, it's barely useful. It's just that he took a step to acquire Moutai's equity before acquiring the equity of Luckin Coffee, which is really puzzling. It stands to reason that he urgently needs a lot of money at this time to protect the dragon concept stocks with a total market value of 1.2 trillion meters, why should he spend trillions to buy Moutai first? Flush Finance will continue to follow up on the report, so stay tuned for follow-up reports.
……
Finance V Xu Zeping: Originally, I didn't want to express my opinion, but I saw a lot of fan messages and asked me to say what I thought of Boss Yang's operation. Let me first state that I have absolute respect for Boss Yang, and I don't mean to be disrespectful. But I really don't understand the significance of the two steps he's taken. First of all, taking real money to protect the disk of Luckin can theoretically slow down the downward trend of stock prices. But that's the U.S. stock market, not our big A. On the side of Big A, the fine will be over, but on the side of the United States, the financial fraud is serious and it will be delisted. Boss Yang spent money to buy a controlling stake in Ruixin Coffee, which could not solve the fundamental problem, and still could not avoid the end of Luckin's delisting. If Luckin is delisted, then the dragon concept stocks will definitely be killed collectively, and Wall Street will be able to sit and count the money. Therefore, I really didn't understand this step, and it should be impossible for Boss Yang's insight not to understand these questions. As for Moutai, I prefer to believe that Boss Yang purely wants to invest, and has nothing to do with fighting back on Wall Street. Let's wait and see if what I said is right, or if Boss Yang's wave is in the atmosphere, causing me to not understand.
Li Daxiao, a well-known stock commentator: Many fans left messages asking me to comment on Boss Yang's operation, and I can only say that I am not worthy of evaluating Boss Yang's operation. With my limited knowledge, I really can't understand the significance of his two steps. However, this may be the gap between me and Boss Yang. If I could understand Boss Yang's operation, I would not be a stock comment, but the richest man. Although I can't understand Boss Yang's operation, I believe that with his wisdom, he will never take these two steps indiscriminately. We will wait and see, I believe that Boss Yang will definitely surprise us.
On the other hand, the Wall Street giants led by the Lion Fund do not sleep in the middle of the night and are still holding video conferences.
"In this way, Yang Chen is not as powerful as the legend, and he is also very ordinary."
"It's been worth it for us to spend three months, and he has no ability to resist at all."
He actually spent a lot of money to buy 68% of the equity of Luckin Coffee, haha...... He thought that this was the Dragon Country stock market, and as long as he was willing to spend money, he could solve the problem? This time, let's let him have a good understanding of what a reasonable and legal stock market is, but it is not a stock market like the one in the Dragon Kingdom. ”
"In this way, there is a high probability that our follow-up preparations will not be used, and one Luckin is enough to destroy Long Concept and Yang Chen."
……
At this time, Yang Chen was accompanied by Ding Dajun, chairman of Moutai, to visit Moutai's production line.
Not long after, they came to the koji production area, which instantly made Yang Chen's eyes light up, because in front of them were rows of young girls stepping on koji with bare feet.
Ding Dajun: "Haha...... Yang Dong, you must not have seen this, right? ”
Yang Chen: "I used to read the news of a Moutai girl stepping on koji on the Internet, and I thought it was a joke." ”
Ding Dajun: "Haha...... In fact, we have tried to use machines to replace manual taming of koji before, but the taste of the wine made is not comparable to that of manual wine. Therefore, we can only manually step on the koji again. ”
Yang Chen: "Haha...... is also a "foot road", Moutai still understands people's psychology better than Laotan sauerkraut. If Laotan sauerkraut is also stepped on by such a girl, it is guaranteed that no one objects, and one by one will definitely buy it. ”
Ding Dajun: "Haha...... The price of sauerkraut is too low, and they can't afford to invite such a girl to step on it. Our gross profit is up to 90%, allowing us to play like that. We are also particular about stepping on koji with girls, and after years of experience, we have found that weighing about 120 pounds is the most suitable. If you use a man, the weight will definitely be higher than this number. And men are relatively unhygienic. Therefore, there is a scientific and hygienic basis for us to use girls to step on wine koji, not that we engage in any astringent feelings. ”
Yang Chen: "Oh, I've been taught. Let's go, let's find a place to talk. ”
Ding Dajun: "Then let's go to the conference room." Walk. ”
Yang Chen followed Ding Dajun to the conference room, and the researchers and production personnel representatives of the Luckin Coffee Ning Provincial Factory also followed, and Ding Dajun also called the research and production personnel of Moutai according to Yang Chen's request.
Ding Dajun: "Let me introduce to you, this is Mr. Yang Chen, the boss of the star system who only hears his name and does not see him." Everyone is welcome! ”
"Bang Bang Bang ......"
Yang Chen: "Haha...... Thank you, thank you. You're welcome, just sit down. ”
Ding Dajun: "Let's sit down." I am very happy that Mr. Yang can become the second largest shareholder of our Moutai Group, and he is also the first natural person shareholder. It is also a great honor for Mr. Yang to visit our Moutai Group. Next, everyone welcomes Mr. Yang to say a few words. ”
"Bang Bang Bang ......"
Yang Chen stood up with a smile and said, "Thank you." It is an honor to be a shareholder of Moutai Group, and I am very happy to visit Moutai Group. After such a visit, I really added a lot of knowledge. Especially the girl stepping on the koji introduced by Ding Dong just now, it really opened my eyes. As you can see, I also brought researchers and production staff from the Luckin Coffee Factory. I think you all know about Wall Street's encirclement of dragon stocks, and the first company they are currently short is Luckin Coffee. This is my first fight with them, and I can't afford to lose it no matter what. Once this battle is lost, there is basically no need to fight in the future, and Wall Street will be able to lie down and count the money. ”
Ding Dajun: "I've heard about this too. I heard the analysis of the secretary of the board of directors that there is no solution to Luckin Coffee, and no one can save it, even if Mr. Yang uses real money to protect the plate. Because rice stocks are not like A-shares, they deal with financial fraud very strictly. The company was delisted, and the relevant responsible persons were imprisoned, which is much more serious than our A-share side of the painless notification and criticism. So, I'm also curious about what Mr. Yang plans to do now. ”
Yang Chen: "I was also inadvertently inspired to think of a way to turn defeat into victory, and at the same time help Moutai Group break through the wall. ”
Everyone is serious, and there is such a way?
Ding Dajun: "Mr. Yang said to listen, what is the way?" ”
Yang Chen: "I'll start with Luckin's analysis. For Luckin, financial fraud is a sure fact, and the capital market can do nothing but rescue it from the operational side. However, there are very few coffee drinkers in Longguo, and most of them are more biased towards so-called petty bourgeois brands such as Starbucks, leaving not many customers for Luckin. If you start purely from the main business of coffee, even if you buy the most expensive coffee cabbage and sell it to consumers, it is too late to recover the decline. Therefore, it is necessary to develop a product that is of interest to all people, and can ensure that it can become popular in a short period of time before it can turn defeat into victory. ”
Everyone nodded, agreeing with Yang Chen's statement.
Ding Dajun: "Since Mr. Yang knows that even if he buys the most expensive coffee and cabbage and sells it to consumers, it will be useless, how can he develop a popular product?" ”
Yang Chen: "This is for me to analyze from the Moutai aspect." Moutai has a high price and a gross profit of up to 90%, which of course can guarantee that Moutai will always be able to make money. But this also limits Moutai's market share, and can only count on some rich people and G clerks, and ordinary people are not willing to drink such an expensive one. However, Moutai can't reduce the price, dealers, hoarders, and even the government can't agree. I can boldly say that at least more than half of the people in Longguo have never drunk wine such as Feitian Moutai, which is a vast market. Is it because they don't want to try the sake-cut cake? No, it's that they are reluctant. Especially in the women's market, Moutai is almost a blank in this regard. Is it that women don't drink? Of course not. It's just that women don't like to drink liquor, and they are reluctant to drink such expensive liquor. Therefore, it is very necessary for Moutai to develop a product that does not require price reduction, and is indeed cheap enough to attract all ordinary people to try it. ”
Ding Dajun: "Yes, Mr. Yang's analysis is very correct. Mr. Yang knows that we can't reduce prices, and you say that you want to develop a low-cost product that ordinary people accept, isn't this contradictory? ”
Yang Chen: "Developing coffee alone can't save Luckin." The development of liquor alone cannot adapt to the positioning of Moutai. But if you add coffee and Moutai together, won't these two problems be solved? ”
"Ahh The audience exclaimed.
Liquor + coffee?
What is this combination?
Bigwigs, you just say I'm very good at rubbing the heat.