Chapter 086: The Second Thing
Zheng Shuming was stunned by Su Hang's flickering, but in the end he quickly came to his senses, and did not give up his small hall official and follow someone to the sea to fight the world.
He also laughed and scolded a few words again.
Then, after saying the first thing, he mentioned the second thing: "In addition to the article of 'tuyere', there is another, Su Hangzhou, someone asked me to ask, that, why do you want to buy those two TV stocks, what are your specific thoughts?" β
Just now, my brain was moving a little too much, and suddenly turned here, Su Hang didn't react for a while: "TV stocks? β
Zheng Shuming nodded, more bluntly: "Why are you optimistic about the domestic TV industry, I mean, those two TV manufacturers, how do you think their stock prices will rise?" β
Zheng Shuming asked more specifically, and Su Hang also came back to his senses and laughed: "Uncle Zheng, which family asked Ling to help ask, first, or second?" β
When I bought TV stocks before, stocks in various related industries were at the lowest point, on the one hand, because of the general environment, on the other hand, there were many problems in the TV industry itself.
Suzhou and Hangzhou bought a large number of stocks, led by two TV stocks, normal logic, obviously very optimistic.
However, even those TV manufacturers probably don't understand why Suzhou and Hangzhou are optimistic about themselves, and then buy their own stocks in large quantities.
That's why Zheng Shuming asked at the moment.
Because a juvenile writer bought stocks, it does not mean that the problems of the industry have been solved, and it is obvious that the other party asked Zheng Shuming to come forward, hoping that what he got was the solution to the problem.
When the young man said this, Zheng Shuming smiled embarrassedly, but he didn't answer directly, but said: "The above has also been paying attention to the domestic TV industry, since you bought TV stocks before, you should also understand the current situation of the domestic TV industry...... Actually, it's not that good. β
Su Hang nodded slightly.
Of course I did.
Domestic TV industry...... Speaking of TV stocks, the reason why they reached the lowest point at the beginning of the year is due to the general environment on the one hand, and on the other hand, the industry itself has encountered difficulties.
Just say it.
Because of the rapid growth of exports, many countries launched anti-dumping investigations against China TV last year and imposed restrictions.
As for the domestic market, because there are too many manufacturers, coupled with blind expansion, the backlog is also very serious.
Thinking of this, Su Hang remembered another question, looked at Zheng Shuming and said, "Tariffs on imported TVs...... It's supposed to be going down, right? β
For reasons of industry protection,For many years,China has been charging high tariffs on imported TV brands,Su Hang remembers the data I saw before,According to the size, it is about 60%Around the end,This is still the result of adjustment at the end of the yearγ Before 93, the tax rate on imported TV was as high as 100%.
However, the high tariffs have not stopped the inflow of overseas TV brands, but have led to rampant smuggling.
At this point, Suzhou and Hangzhou also saw data last year, and it was still a figure reported by a public industry media. On the surface, the number of imported TVs in China every year is about 500,000 units, which seems to be a small number, but in fact, the overseas TVs that flow into China through illegal channels may be at the level of 5 million units.
These overseas TVs that have not paid taxes enter the country, and the price can also be imagined. Therefore, it has had a greater impact on domestic TVs.
In this context, reducing tariffs has become a high-probability choice.
Zheng Shuming didn't expect the young man in front of him to be so keen, but he didn't deny it, and nodded: "I don't know when, but I will definitely make another adjustment this year, in addition, some overseas manufacturers have also implemented or planned to build factories directly in China, and when the time comes, the pressure on domestic brands will be greater." β
After hearing this, Su Hang thought for a while and said, "Uncle Zheng, are you trying to ask me...... Is there any concrete way to deal with the current situation? β
"Yes," Zheng Shuming said, and emphasized again: "If you are not optimistic about domestic manufacturers, why do you still buy TV stocks?" β
Su Hang thought of the price war in the TV industry that should have happened but had not moved, and after thinking about it for a moment, he said: "Uncle Zheng, I don't think this matter should be asked to me, because it is a very simple matter." β
"Don't sell it, talk about it carefully."
"Fight the price," Su Hang said: "The current situation is obvious, in the face of the invasion of overseas brands, domestic manufacturers can only quickly occupy more markets through price advantages." Oh,Speaking of which,I also learned about it quietly in private,Let's just talk about color TV,Our domestic manufacturers,In the case of relevant tax protection,The price is not much lower than PanasonicγSony's big brands,Seriously,It's a bit of a hooliganγ β
Zheng Shuming didn't know this, but subconsciously said: "How can it be as simple as you say, domestic manufacturers...... It's not easy, either. β
"It should be that the core components are subject to too many overseas restrictions, this, I can understand it, but I don't quite understand it," Su Hang said: "After so many years, they should also be more motivated, instead of lazily importing various accessories directly from overseas, assembling some, and making money on the market." Speaking of which, Uncle Zheng, the reason why I bought those two TV stocks is actually another reason, do you want to know? β
"What?"
"Actually,It's not how good they are,"Su Hang said:"It's just,Because I have a hunch that the next market competition,First of all, a large number of second- and third-tier TV brands in China will be eliminated,Only the top few,With cost and channel advantages,Plus a little more'Too big to fail',Relatively,On the contrary, it can stand outγ β
Zheng Shuming listened to the young man understate the final picture of the industry, even if he didn't care about it, he was still a little frightened, and even asked in disbelief: "Are you sure?" β
"We'll see."
Zheng Shuming's expression flashed, and he quickly continued: "You have this idea...... Well, take the time...... Don't, don't take the time, just these two days, you write me an analysis article and come out, and I'll take it back to the capital. β
"Uncle Zheng, I don't really know much, and all I can do is just a few sentences."
"Don't shirk," Zheng Shuming said with a serious expression: "You must write, or I will clean you up." β
Su Hang: "......"
That's unreasonable.
Seeing the young man's helpless expression, Zheng Shuming slowed down a little and said, "The current environment is ...... You also know that if the TV industry is really like you said, how many people will lose their jobs, you kid, this is a big deal. β
"Uncle Zheng, I know this is a big deal," Su Hang said: "However, this is actually the inevitable 'general trend', the 'trend' of the trend, if you really want to say, you can only blame those domestic manufacturers who were too comfortable before, if they can be more attentive, more sophisticated, and strive to work technology and cost, in the next market game, they will definitely survive, and will live very well." Now that the situation is already like this, even if they regret it and want to make a change, it is too late. β
Zheng Shuming was silent for a while, took a sip of the cold tea in front of him, and after a while, said again: "What if...... What if you don't have what you just said, a price war, and at the same time, tariffs don't go down, I mean, boy, do you have any other remedy? β
"Uncle Zheng, as you just said, many overseas brands have directly started to set up factories in China, and if there is no price war, then the market will only be gradually occupied by overseas manufacturers. As for tariffs, it's the same. The tariffs have been lowered, considering the risk of smuggling, many people will go through formal channels, not only can the country have more taxes, but it can raise the price of imported TVs," Su Hang said, facing Zheng Shuming's expectant expression, he thought hard again, and said: "Actually, if you do it, the method...... There is also one, which is integration. Integrate a number of second- and third-tier TV manufacturers into one,Artificially build an industry giant with stronger viability,At the same time, take measures to reduce costs and increase efficiency,In this way,I can probably survive moreγ Well, it's still short-term. In the long run, independent research and development of various core components is very important. For example, I know that the development of domestic picture tubes has been very good, but the signal reception, high-frequency tuning and other components required by TVs generally need to be imported. β
Zheng Shuming listened to Su Hang's words, but he was silent again.
Su Hang picked up the kettle left by Gan Xin and refilled some hot water for the two of them, before he said with a smile: "I said it's easy, but it's definitely hard to do, right?" β
Not to mention anything else, just mergers and acquisitions are not so easy to promote.
After all......
Who merges whom, who is in charge of the merger, the cost reduction and efficiency increase after the merger, etc., etc., all involve too many problems.
To put it bluntly, it's like the Heyuan Textile Factory.
Someone still has to make sacrifices.
The question is......
Who will sacrifice?
You, me, or him?
If it's me...... If it's me, even if this factory is ruined, don't think it's me.
And then, presumably, nothing else.
Zheng Shuming listened to the young man's ridiculous words, smiled bitterly, but said, "You don't care about anything else, just write the article first." β
Knowing that he couldn't refuse, Su Hang nodded, but said, "Uncle Zheng, you should always give some benefits, right?" β
"The benefits ......" Zheng Shuming looked up angrily: "Not to mention that I helped you raise funds last time, it was last time, I helped you exchange the $5 million foreign exchange, do you think it's easy?" β
Su Hang was also immediately dissatisfied: "Uncle Zheng, you have to be a man with your conscience, you didn't say it last time, you ...... last time I gave you 80% off those stocks, and I gave up tens of millions of dollars for nothing, just in exchange for a little foreign exchange, and I still suffered a big loss. β
Zheng Shuming also lost his temper: "Then go further, ...... about your illegal fundraising?"
Su Hang hurriedly made a stop gesture: "Don't, say I'm going to hire a lawyer." β
Alas.
It's really uncomfortable to be caught.
Further back, it is estimated that last year's futures correlation can also be drawn.
What else can I do?
Serve softly.
"You still invite the Heavenly Master," Zheng Shuming smiled and snatched a sentence, looked around, and said very resolutely: "It's good here, quiet, you can start writing now, after writing, I will go back to Beijing tonight." β
"It's so urgent," Su Hang was surprised: "I also told Uncle Tao and Uncle Zheng that the luncheon has been arranged." β
Although he didn't want to see him, Su Hang also understood that no matter how many people wanted to pull some connections from the capital, they couldn't ask for it, not to mention Zheng Shuming...... I don't explain the official position on the face, but I inquire in private, and I also have a very background meaning.
Since you are here, of course, you have to have a good relationship.
Su Hang is actually not very interested in this, but he is mainly for the sake of the elders around him.
"Then I'll go to the banquet, you can write here again, you can't finish writing like this."
This......
What about Heavenly Principles?
What about the law?
Zheng Shuming ignored the young man's deflated expression, and called a certain girl to come in, asking her to help the young man prepare a pen and paper, and personally stare at someone to write, until it was close to noon, and sure enough, he rushed to the banquet alone.
It's just that he is not too ruthless, and he will ask Hu Jianlong, who drives for him, to send some delicious food.
Su Hang temporarily called Xia Lan again, and took several secretaries to collect information everywhere, while considering the pen, until this evening, under the watchful eyes of a group of old men who came to watch the excitement with the smell of alcohol, he finally completed a "Prospect Analysis of China's TV Industry" of more than 3,000 words.
For this article, Su Hang really thinks it's nothing special, it's roughly what he said when chatting with Zheng Shuming, plus some temporary ideas. However, whether it was Zheng Shuming or Tao Bingli, after watching it on the spot, they were all amazed.
Su Hang thought about it and understood that in the final analysis, he was just looking back at the present in ten or twenty years to 'review', but for the people around him at this time, it was a proper analysis of the future.
And, after all, the reason is deduced based on the results, which can be described as clear and well-founded.
Therefore, not only Zheng Shuming was very satisfied, but Cao Xingmao also asked for a copy on the spot, saying that he wanted to study and study it carefully, after all, he is now operating Xingye Electric and Jiangdong Electronics, which are more or less related to the TV industry. It can be seen that Zheng Shuming is obviously reluctant, but thinking about it, this gang is the head snake, even if he doesn't agree to make copies on the spot, after leaving, a certain teenager probably won't hide it from his elders, so he can only agree.
But he also confessed that in order to avoid any uncertain impression of the industry, after all, someone has a lot of 'criminal records', so it is okay to circulate it privately, but it must be published publicly.
Zheng Shuming also deliberately named Zhong Changlin's name.
Obviously, the memory is quite deep.
Su Hang had never thought of making it public, and of course there was no objection.
In the end, before rushing to the Shangdu Railway Station overnight, Zheng Shuming did not forget to explain that another article about the 'tuyere' gave Suzhou and Hangzhou a week, but he had to be more attentive.
A week, about 10,000 words, and then think about the possible readers of the article, to be honest, Su Hang is very stressed, but he can only agree.
I can't refuse.
However, it was a bit of a bargain and stretched the time to two weeks.
After all, he is only a sophomore in high school, and he still has to focus on his studies.
All right.
Mainly, there are too many things, and recently I have to open the second chapter of "Gale" at the same time, the plan is about 15,000 words, a week, plus 10,000 words, Su Hangzhou can not guarantee excellence.
Zheng Shuming obviously attaches much more importance to a certain article than today's, and after a little thought, he agreed.
(End of chapter)