There are actually two hidden messages in the USDA news.

First, this variety of genetically modified soybeans is absolutely safe, and everyone can buy and eat with confidence; Second, only this type of genetically modified soybean has been confirmed to be safe, and other soybeans cannot be sold for the time being.

As soon as this news came out, the price of such genetically modified soybeans was instantly raised.

The reason is simple, scarcity is expensive, and the demand for genetically modified soybeans in countries around the world, mainly China, is too great, but only this one genetically modified soybean can be exported.

The supply is less than the demand, and the price will naturally rise.

As for the impact of the rising price of genetically modified soybeans on those domestic crushing enterprises controlled by "foreign capital"? The four major grain merchants don't care.

First, these foreign companies controlled by the four major grain merchants are not all owned by the four major grain merchants, and even if they are owned, this makes more money than losses.

The second is because the oil extraction companies will of course not sell at a loss, and they will add the part of the price increase to the commodity, so the final part of the price increase is still borne by the consumer.

After all, China can't produce enough genetically modified soybeans, so it can only import them from the four major grain merchants, otherwise it will not be a matter of losing money or not losing money, but it will not be able to operate.

But Li Han's goal is to make oil extraction companies lose money on a large scale, and then buy these companies.

As for the people's lives, the impact is not great, genetically modified soybean oil is too expensive, just use other oil, anyway, it is better to eat less genetically modified food.

However, the main use of genetically modified soybeans in China is actually feed for aquaculture, with soybeans used as feed accounting for 80% of the total, while soybeans used for soybean oil crushing only account for about 20%.

So, that 80% is the key.

One of the reasons Li Han now allows his soybean companies to grow non-GMO soybeans is to deal with this problem.

The price of genetically modified soybeans has risen, and Li Han just took advantage of this wave of price increases to promote non-genetically modified soybeans, and then let everyone gradually get used to and accept non-genetically modified soybeans, and let this idea slowly take shape in their minds.

Because in terms of price, in fact, the two are not much different, non-genetically modified soybeans are only a few hundred yuan more expensive than genetically modified soybeans per ton, and the oil yield only affects the crushing enterprises, which has little impact on the breeding enterprises.

The problem now is that they don't have enough production to support that 80% of demand, so it's a tug-of-war.

The U.S. soybean price hike is unlikely to last long, and now it's autumn, and the next batch of soybeans will be produced from October to November, and this batch of soybeans should continue to be pressed on the other side's hands.

Soybeans will not be planted because the temperatures are too low in December to February, so the next batch of soybeans will not be produced until June next year.

Soybeans can usually be stored for about two years, and there is not much loss when pressed on the hand for a period of time.

This business is a sure profit for the four major grain merchants, and now selling soybeans at a high price is how much they earn, and if they can't sell it, they will not lose money if they return to parity and sell again, so they will definitely continue to press in their hands.

Li Han estimated that the U.S. Department of Agriculture would not let go until June next year.

In other words, in the nine months from September to June next year, Li Han must reclaim more than 50% of the soybean crushing enterprises.

At the same time, domestic farmers must rely on various soybean import sources to survive the nine-month cold winter and import as few high-priced soybeans as possible. I really can't survive, it doesn't matter if I import at a high price, a certain loss is acceptable.

About 70 million tons of soybeans are used for breeding in China, and domestic planting enterprises can produce more than 20 million tons of non-genetically modified soybeans, including the soybeans on hand in the grain reserves and scattered imports from Russia and other small countries, which can obtain about 10 million tons of soybeans, a total of 30 million tons.

In addition, Brazil's soybeans, excluding the batch controlled by the four major grain merchants, can still export about 20 million tons a year, and Argentina also exports about 10 million tons of soybeans, in other words, the current gap is 10 million tons.

Before the four major grain merchants started this harvesting operation, the price of soybeans was generally around 5,000 yuan a ton, but now soybeans have risen to 6,400 yuan a ton, and they are still rising, and it is expected to reach a peak of 9,000 yuan a ton.

Although there is a shortfall of 10 million tons, the demand of these 10 million tons is spread over nine months.

Really calculated, that is, the price of each pound of pork will increase by a few yuan, which is not a big impact, because China Grain Reserve also has pork reserves, which can control the price of pork until they successfully recapture the soybean market.

With a plan like this, losses are inevitable, but with such a small loss, it is acceptable to regain the domestic soybean market, and it will be profitable in the long run.

In addition, Li Han had other ways to reduce this loss, so he immediately returned to the study and held a wave of video conferences with Dawn Company and Hualong Enterprise to explain the next tasks.

"Mr. Li, as you said, they found an excuse to start raising prices." Kong Jianhua's expression looked worried.

"But what about the soybean shortage in our country in the future? According to my speculation, the USDA will also squeeze the soybeans on hand for about half a year. Nie Caibin frowned and said, "In the past six months, the soybean shortage in our country is very serious." No matter how I calculate, there is at least 10 million tons of shortfall that cannot be filled, and this is still on the premise of using the reserves of grain reserves. ”

"I'm here to talk to you about this today." Li Han replied, "If I am not mistaken, the US Department of Agriculture should not open up soybean exports until about June next year, and within nine months, the soybean shortage in the aquaculture industry will be more than 10 million tons." ”

"So what do we do? Before the collapse of soybean crushing enterprises, breeding enterprises will collapse first. Kong Jianhua frowned, "If we import their high-priced genetically modified soybeans, the domestic pork price will probably rise a lot." ”

"That's why we have to help these breeding companies survive this cold winter." Li Han said solemnly, "From now on, we will invest in the largest breeding enterprises in China, and then provide them with some funds to help them tide over the difficulties." But of course, this money is not given to the four major grain merchants for nothing, and we must find ways to reduce the losses in importing high-priced genetically modified soybeans. ”

"But how to reduce it?" Kong Jianhua asked puzzledly, "This soybean gap can't be filled." ”

"If we can't fill the gap in soybeans, wouldn't it be nice if we just fill the gap in funds?" Li Han smiled, "Let's not buy soybean commodity futures, but buy soybean options, and make up for our losses in imports through the money we make in the options market." ”

"I see! Hedging Trades! Nie Caibin suddenly said: "Good idea! Although it cannot fully offset the loss of soybean imports, this loss is acceptable! Forgive them for not daring to bring down the price of soybeans! ”

"That's right, as long as we can keep the losses down, we can start to reclaim the soybean crush market." Li Han nodded, "My requirement for the two of you and China Grain Storage is to be able to acquire at least 20% of the domestic crushing enterprises. And we, Qiaokou Company, will focus our attention and funds on the company of Koi edible oil, and do our best to take the controlling stake in this company. ”

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“…… No problem? Kong Jianhua asked with some concern, "The capital behind the koi edible oil is a Singaporean billionaire, and he is one of the top ten richest people in Asia." It's not easy to win this company, right? Wouldn't it be easier to start with those small-scale businesses? ”

"That's boring, isn't it?" Li Han held his chin and smiled, "Sure enough, I still have to challenge a little bit to make me more combative." Don't worry about this, I will definitely take at least 34% of the shares of Koi Cooking Oil. ”

"This ......" Nie Caibin smiled bitterly, "Your spirit is indeed admirable, it's just ...... It's about the country, and I think it's better to be safe. If you do this, the country will thank you. ”

"Don't worry, I will definitely live up to the trust of the country." Li Han said with a smile, "But I have made up my mind about this matter, koi edible oil was originally founded by Chinese entrepreneurs, but it was taken advantage of by foreign capital in the battle for the soybean market decades ago." Now I'm going to take it back and make it a domestic brand again. ”

"I think this matter may be discussed in the long run, and it is quite difficult to rely on your strength alone......" Nie Caibin persuaded.

"Nope." Li Han shook his head: "This is not only my personal interest, but also for serious reasons. ”

Speaking, Li Han explained: "Koi edible oil accounts for about 30% of the domestic grain and oil market, and it is also the industry leader. Otherwise, koi cooking oil will be like a time bomb that may explode at any time. ”

"Just like the domestic beverage industry, although there were a large number of domestic brands in China back then, but the domestic beverage industry leaders are still Pepsi and Coca-Cola, in the face of the competition of these large companies, domestic small brands are not opponents at all, and were eventually acquired, annexed, and finally disappeared by these two companies, and the result is still monopolized by foreign capital."

"In that case, we won't stop it." Kong Jianhua said with a smile, "What we can do for you is to buy as many other soybean oil companies as possible, so that your pressure can be lighter." ”

"This is a war with no way out......" Nie Caibin sighed.

"It's time to fight against the water, isn't it?" Li Han hugged his arms and said, "But don't worry too much, that's how I came step by step." ”

"Yes, then waiting for your good news." Nie Caibin nodded.

(Thanks to 齓仒尛, Maple Leaf 154600, Autumn ← Yi → monthly passes, thanks to Ji Qingwen for 2 monthly passes, thanks to terinc for 6 monthly passes, thanks to Chidori Shoyu for 18 monthly passes)