Chong Sheng 1977Nian Cong Zhi Qing Kai Shi

Loss, real loss.

Even though Stella has been on the battlefield for a long time, she still can't stand Nan Yi's harm.

"Mr. Nan, don't you think it's a little inappropriate to say such things to a lady?"

"No, I'm not hurting you, I just don't want you to waste your time. The me you see sitting on the gambling table is just to pick up girls. I never gamble, let alone play undercover."

"Mr. Nan, what will happen if the police see us like this?" Stella smiled slyly.

Nan Yi patted Stella on the cheek, "You are a smart person and will not do this. Put on your skirt and sit back in your seat. Let us finish the meal in a cheerful atmosphere."

Stella is a smart person who knows what to do and what not to do. Some things can be joked about, but if you can't put them into action, people will die.

She put on her skirt, sat down in her seat, and became a guest again.

Nan Yi also looked like he was treating the host, and introduced two inconspicuous plates of green vegetables on the table to Stella.

"This is watercress and this is nettle leaves. They both come from the Himalayas in Nepal. There is no farmland within a hundred miles, no pesticides and fertilizers, no industry, and no chemical pollution.

The two vegetables are not valuable in Nepal. Corn mush and nettle leaf mush are staple foods that the poor there use to satisfy their hunger all year round. But they are valuable when shipped out. Pure green wild vegetables sell for 668 a serving here. "

"Mr. Nan is very knowledgeable about eating?"

"I can't talk about research. It's just that I'm older, pay attention to health, and prefer to eat pure green food. The same goes for women. They prefer things that are more innocent and don't have so many stories." Nan Yi used serving chopsticks to pick up some watercress and put it in Shi's hand. Della's dishes.

Stella smiled and said: "In Mr. Nan's eyes, I have more stories?"

Nan Yi nodded, "Enough to film a thousand episodes of a TV series."

"Mr. Nan is really choking when he talks." Stella said angrily.

"This is called sincerity, not hypocrisy."

Facing such shameless words, Stella was speechless.

In any case, once the bad thoughts are put aside, the meal will naturally be easier to eat, and the ending can be regarded as a happy ending for the guests and the host.

After eating, Nanyi went to the hotel to find KiKi. The two of them went to the Coloane area where there are no casinos, admiring the artistic buildings, strolling through the streets of Internet celebrities, shopping during the day, and going to the cinema to watch the French movie "Let's Talk About Love" in the evening. , mend the pot”.

French movies are always romantic and passionate, and are very suitable for people who are in love. KiKi is a good boy who loves to learn. From the plot, he saw the French wet kiss, so he pulled Nan Yi to imitate it in the theater. In order not to look out of shape, she One eye will be fixed on the screen, correcting posture and movements all the time.

The date lasted until 8:30, and Nanyi sent KiKi back to the hotel.

Then, the next day continued in the afternoon, it was almost shopping + dinner + movie, and the third day was still the same.

This life lasted for four days. On the fifth day, Nanyi did not take KiKi shopping. Instead, he went to the venue of Ponte 16 Resort to attend the venture capital roundtable forum.

It is a closed forum organized by more than 20 domestic capital organizations. There are no news reports, no advertisements, no banners on site, and no clichés and empty words. All the exchanges are about practical information.

Because no matter which company the participants belong to, no matter what the name of the parent company is, the source of the parent company is the Financial Group of the Information and Strategy Committee.

Nan's style is to enter the village quietly and not to shoot. Most of the participants from different companies did not know that they had a big boss in common. They only thought that this was a small circle formed by the promotion of their predecessors. .

Deleveraging is a signal, which means that the economy is about to enter a recession, and most old tracks will be unable to find new growth points. For investors, this means that there is no story to tell, and there is no story to tell. This means that you won’t be able to attract enthusiastic takeovers. If no one takes over, the investment will be very risky.

Exiting the old track that is about to decline and opening up a new track is a problem that every capital company must face.

Since it is named after the forum, it is natural for everyone to express their opinions. The venture capital roundtable forum is more free than the usual forum. It does not matter who is the expert guest who speaks. Everyone sits in a circle. Whoever wants to speak can go to the center and pick up the microphone and start speaking directly. Anyone who wants to ask a question or rebut can raise their hand, and the speaker must answer or debate.

There is no forum big or small, only investment truth.

This is true in theory, but in reality there is no human connection. At the beginning of the forum, the first person to speak can only be Luo Shensen, who has the highest status and the most senior qualifications among all the people.

Although Whitewater Investment was founded early, its reputation among the public is not very good. It is similar to investing in a certain company. News about making thousands of times of blood profit will not have any connection with it.

Whitewater Investment will only invest in some technology-based startups in the early stages according to Nanyi's vision. For example, Changxu, the earliest investor, is a company that produces fishing rods. With the financial support of Whitewater, it launched the first carbon fishing rod in China. , and then entered the upstream field of carbon fiber composite materials, breaking through the carbon fiber mass production technology, breaking the international blockade, and slapping the expert group that had been inactive for 40 years. It also entered the 863 plan, which was led by the Ministry of Science and Technology to facilitate intra-industry technological exchanges and the rise of domestic carbon fiber.

Baishui Investment has made a few similar investments and helped the country fill several gaps. Nanyi's feelings were satisfied and he no longer interfered with Baishui Investment's affairs. Luo Shenshen put it on the right track.

Before the rise of the Internet, Whitewater Investment supported many technology companies. After the rise of the Internet, Whitewater Investment has transformed. It rarely invests in projects directly. Instead, it invests capital and lends hens to lay eggs for others.

Because of this, the public only hears about Hillhouse Sequoia and not much news about Whitewater Investments. However, in the industry, everyone knows that Whitewater Investments is a potential aircraft carrier in the water, and it is also the source of everyone’s gossip after dinner. All because Whitewater Investments is in direct investment. The projects I invested in were rather weird.

Companies that revolve around urine quietly collect urine from dormitory toilets in schools and large factories, and secretly carry out urine recycling businesses among pregnant women.

Companies that revolve around shit purchase all kinds of shit from all over the world and make it into food and drink, medicine, paper towels, fertilizers, and spices.

Companies revolve around farts. The concept of new energy is in full swing. There are many companies investing in research on electricity and hydrogen. This company has taken a different approach and focused on farts.

Most people know that as long as farts are not emitted from human mouths, they contain methane, and almost all animals fart, especially ruminant livestock, which are big farts. The energy converted from the farts collected from a cow every day can be used for A car travels for 24 hours.

If a low-cost way to collect farts is developed, a truly clean energy source will be born.

This is Whitewater Investment’s rather bizarre investment strategy. In addition, it will also invest in other areas that are equally unpopular and weird. It doesn’t matter if the projects are weird, as long as the return rate is high, the key is that these investments of Whitewater Investment are still Without any return, it will inevitably be laughed at by peers.

However, these cannot change the fact that Whitewater Investment is a giant in the industry. No matter how you joke in private, you still have to call him "big brother" in person. On such an occasion as today, Luo Shenshen will definitely be the first to speak.

Luo Shen walked to the center and picked up the microphone, "Let me share a story with you. I remember it was in May 2004. I went to Yangcheng to discuss a project. The communication was relatively smooth and the work ended one day earlier than expected.

At that time, the weather in Yangcheng was good and there was not much work at hand, so I went to visit Boss Xiang of the vegetable bun shop.

Boss Xiang and I are old acquaintances. We met at a hometown gathering when we were studying in the United States. That day, we drank a lot and sat together to imagine the future. Everyone dreamed of working in a large company related to their major. , with the exception of Boss Xiang, who studied finance, but his dream is to return to China and sell vegetables.

Apparently, his dream came true. "

Luo Shen Shen's words made everyone laugh out loud. At the same time, everyone also guessed the theme of Luo Shen Shen's speech.

"Boss Xiang studied finance. What he said about selling vegetables is not the same as other vegetable vendors." Luo paused deeply, "What's different? I believe I don't need to say more. Vegetable buns are already famous. Everyone here should be familiar with its development history.

At that time, I came to Boss Xiang’s office, and he happened to be receiving the bank connection. Because we were old acquaintances, he did not let me avoid it. Instead, he introduced me to the bank connection, giving me the opportunity to hear what the two of them were talking about. .

The two were talking about a mortgage loan project. Vegetable Bao wanted to buy a large number of shops. The basic method was to use its own funds to buy part of the shops, then use a mortgage to buy and then mortgage.

After the bank people left, I asked Boss Xiang: Are you optimistic about the rise in housing prices?

He answered me: Yes, house prices will soar, and so will the rents of shops. Vegetable bag franchisees will be under increasing rental cost pressure. In order to reduce their burden, the company will set up shop locations at franchisees’ current business addresses or Buy nearby shops and rent them to them at a lower price.

I asked him again: Are you doing charity?

He answered me with a smile: No, I am robbing the rich to help the poor, providing rent subsidies to franchisees, and making up for the loss of vegetable bags from rising housing prices.

I said: Even if housing prices as a whole will soar, housing prices in every region will not rise. How can you ensure that you do not lose money?

He answered: Shops are not available in every area. In areas where housing prices are predicted to rise but not too much, Vegetable Bao is prepared to change its business model.

I don’t need to elaborate on this business model. Last year, everyone should have been involved in community group buying financing cases. In fact, as early as 2004, Vegetable Bao was already operating a community group buying model, but compared to today’s community group buying, Vegetable Bao’s The model is relatively closed, the team leaders are all franchisees, and there are more ancillary services. "

At this time, someone raised his hand to speak.

"Mr. Luo, Vegetable Bao is not a listed company. It has never disclosed whether the stores it holds are liquidated. Do you know the situation?"

Luo Shenshen answered: "In 2013, Vegetable Bao began to sell the stores it held. In the first quarter of 2016, all the stores it held were sold out, and Vegetable Bao made a profit of about 2 billion. After that, Vegetable Bao transformed and became a comprehensive community group purchase. operations.

The former franchisees turned into channel operators, serving the group leaders in a region and implementing their internal strategy named 82 - the channel operators and group leaders share 80% of the profits, while the vegetable bags only take the remaining 20%. "

"Uncle, isn't Mr. Luo selling vegetable buns?"

As their understanding deepened, KiKi's title for Nan Yi transitioned from brother Ying to old man, and then to uncle. At present, this title is relatively stable and there is no sign of change for the time being.

Nan Yi patted the back of KiKi's hand, "Just keep listening. Don't forget that you still owe me a lot of money. Maybe you can hear about a good business opportunity here and you can make it back soon. "

"oh."

KiKi sat up straight, as if listening carefully.

"I mentioned vegetable bags just to bring up the topic of community group buying. Last year, the financing market for community group buying was extremely hot. There were more than 20 financing cases in more than ten community group buying platforms, including Shixianghui, Shihuituan, Qian Aunt, and Xingsheng Youxuan. , the financing scale exceeded 4 billion.

I would say that most of these financings are blind. Do community group buying entrepreneurs have any experience working in the retail industry?

Do you know vegetables?

Do you know the loss rate of vegetables during transportation?

Do you know about fresh meat and fish?

Do you know the cost of freezing and refrigeration of fresh meat and fish?

Do you understand logistics?

Do you know how to reasonably plan the logistics network? Have you ever made any predictions about the pressure that rising oil prices will bring to logistics costs?

Do you understand quality control?

Do you know how to test and control the quality of products? Have you made any plans for handling quality incidents?

Most entrepreneurs still follow the old path of Internet projects. They just move the vegetable market online, and then spend money to open the stalls and provide subsidies. Without in-depth cultivation, they will only kill their competitors or be killed.

At present, the prospect of community group buying is not very clear, so Internet giants with massive data and advanced algorithms are still waiting and watching. Once the prospect becomes clear, will they end up grabbing the traffic of cabbage and fruit?

Facing competition from these giants, do current platforms have any magic formula to win?

On the way to Omen, I deliberately took a detour from Yangcheng and asked Boss Xiang a similar question in person.

His answer is that he is not afraid of competition from any giants. Vegetable bags have long opened up the entire chain. Every vegetable, fish, and fruit can be traced back to the source, and most of them are fresh vegetable bags. The interests of companies that control or hold shares have long been integrated. "

boom!

This information had a great impact on the people present. There is such a hidden dragon in the field of community group buying. How should other companies compete with it?

Some of them presided over the financing project of community group buying last year. Now listening to what Luo Shen said, their investment risks are not generally high.

Everyone raised their hands and asked various questions. Each question and answer turned into a group discussion. Friendly collisions with different views turned into a heated debate. The venue quickly became lively.

KiKi found it very interesting. It turns out that the quarrels between investment elites are no different from shrews, except that in addition to the swear words, there are also some difficult-to-understand professional terms.

Nan Yi enjoys this kind of quarrel. The truth does not compromise with each other, but needs to be debated. The more you argue, the clearer the truth will be. If you don’t come up with something that can convince others, who can guarantee that you are right? Intuitive proof?

When the topic of community group buying ended and someone shifted the topic to real estate, Nan Yi left the venue with KiKi.

It is no secret to some people that the real estate industry is full of crises and it is difficult to recover. However, they all know that this kind of news cannot be spread casually. They can just quietly deal with it if they have investments in this area. Anyone who is big-mouthed and careless will easily make people dislike him. , If you don't get it right, you'll have to take a beating.

Besides, it is difficult for one person to swallow a piece of shit, but it is much easier to ask hundreds or ten people to share it. There is strength in numbers, and this is always the truth.

Sometimes what appears to be a crisis may actually dissipate invisibly.

After leaving the venue, Nan Yi and the two went to Coloane. They rented a fishing boat owned by the Dan family near the shacks on the seaside. They sailed a few hundred meters into the sea and found a relatively quiet place to set up a fishing boat.

The fish was caught and cooked immediately, and we enjoyed a feast of sea fish on the boat.

…

Kuningan, South Jakarta.

On the 52nd floor of "Gama Tower", in Nan Ruoqi's office of C\u0026amp;S Indonesia Branch, Nan Ruoqi stood in front of the window admiring the night view of Jakarta.

A few minutes ago, she called Nan Youqiong, but the other party hung up and just replied with a message saying that he was in a meeting in Santiago, the capital of Chile, and would call back later.

At this moment, she was guessing what kind of meeting Nan Youqiong was attending.

Nan's industries in Chile are only fruits, minerals, and tourism. The investment in tourism is relatively small, and it is not enough for his brother to go there for a meeting. The fruit industry has already matured, and there is nothing easy to do. Only minerals require meetings. At home, There is significant investment in the Chilean lithium industry.

“Is there going to be big changes in the lithium industry?”

The lithium industry is indeed very likely to undergo major changes. The meeting Nan Youqiong attended was an informal briefing held by the Chilean Ministry of Energy. The theme of the meeting was to pay attention to several major lithium mines such as Scarlett Lithium, SQM, and Albemarle. Businessmen are teasing, or testing the possibility of nationalizing lithium mines, and Chile wants to establish a public-private partnership under state control.

The purpose of doing this is to prepare for the next larger plan "Lithium Triangle OPEC".

The lithium miners participating in the meeting all know what OPEC is, and they are happy to see its results, but there is a prerequisite that their interests cannot be infringed. Otherwise, whether it is OPEC or APEC, they all disagree and want to impose expropriation. Mom, let's try it. Do you believe that you can support a lithium mining party to launch a coup?

The Lithium Triangle OPEC is a big plan. Chile has only had a preliminary idea and has not yet formed an internal consensus, let alone ventilating the other two triangles, Argentina and Bolivia.

As for why they seek information from lithium miners at an inopportune time, this involves the left-right party struggle and the presidential election in Chile. Some people want to use the Lithium Triangle OPEC as their own weight.

After Nan Youqiong attended the briefing, he sat down with other lithium miners. Everyone exchanged opinions and roughly formed an offensive and defensive alliance before leaving.

After returning to his residence, Nan Youqiong took a short rest before calling Nan Ruoqi back.

"Little girl, did I disturb your rest?"

"I'm still in my office in Jakarta."

"Why don't you use the good time at night to fall in love? I've already prepared your wedding gift for you."

"The Xiongnu are not destroyed, how can we call home?"

"Aha, what do you want from me?"

Nan Ruoqi talked about the nickel ore export ban, "I need more accurate information. Brother, please help me establish a communication channel."

Nan Youqiong thought for a while, "Tomorrow morning in Jakarta, I will ask the person in charge of the oil and minerals team in Indonesia to find you. He will help you."

Nan Ruoqi smiled and said, "Do you need me to say thank you?"

"No need, you are the youngest, and the whole family will pamper you."

"Hehe, brother, what meeting were you having just now?"

Nan Youqiong told the truth.

Nan Ruoqi got a little inspiration after listening, "Brother, there are three main types of new energy vehicle battery production in the world: lead-acid batteries, nickel batteries and lithium batteries. The world's nickel major countries include Indonesia, Australia, Canada, Philippines, Russia, Brazil, do you think it is possible for Indonesia to take the lead in OPEC for nickel mining?”

Nan Youqiong thought for a moment and said: "It is possible that since 2014, Indonesia has been continuously adjusting its mining policy in order to increase the added value of products and maximize the potential for mining mineral resource wealth.

In the same year, Indonesia issued a ban on the export of unprocessed raw ores. A variety of raw ores, including nickel ore and bauxite, must be smelted or refined locally before they can be exported.

In 2017, Indonesia liberalized the export of nickel ore, but imposed restrictions on export quotas and ore grades. Now you are hearing rumors of re-implementing a nickel ore export ban. Maybe Indonesia has made it clear that it wants to get rid of its simple raw material supply role and become an electric vehicle industry. In-depth participants in the chain, think deeply..."

Nan Ruoqi took over, "In April last year, Indonesia proposed the Indonesian Industry 4.0 roadmap, planning to use the food and beverage industry, automobile industry, electronics industry, textile industry and chemical industry as the leading industries.

Indonesia is increasing its support for the automobile industry. According to the current development rate, Indonesia will soon become the second largest automobile producer in Southeast Asia after Thailand, and Indonesia is the largest automobile consumer in Southeast Asia. However, Japanese cars have an absolute advantage in Indonesia, accounting for over 90% of the market share.

Brother, Indonesia has many resources needed to produce electric vehicles. Do you think it will also participate in the global electrification wave? "

Nan Youqiong picked up the cigar on the ashtray and took a puff, "The time, place and people are all right. It's very possible. The small lithium battery at home, Gustav and Fuwu companies have built factories in Indonesia a few years ago. , do you understand the purpose of doing this?"

"Understood, brother, I am planning to lay out the London LME nickel futures, and I may need your help."

Nan Youqiong smiled lightly and said, "You can ask for money or people at any time. You can even ask me to unplug the LME network cable."

"Hehe, it's a shame to pull out the network cable. I don't want it."

"Haha, old Adam hasn't called me for a long time. Is he still in Omen?"

"Dad was in Omen four days ago. I don't know yet. You can call your niece and ask."

"OK, go to bed early."

"Goodbye, brother."

Four days later, Nan Zehang's math class came to an end. Nan Yi asked KiKi to wait for him at Xiangguan. He would first send Nan Zehang back to Beijing and then meet her.