Rebirth of the investment era

"That's right!" Yang Hao nodded, "If there really is any macro-plan for city construction, Yang Jincheng and Ning Chenghu must have taken action long ago, and it's not your turn."

"So, that piece of land is really of no use at the moment."

"I thought you had some plan for spending 100 million on this, but I didn't expect that you were still gambling."

"Bet your luck!" Su Yu said, "In the future, there should be a way to move eastward and westward in the macro plan. Even if you lose the bet, that land will be used to build a clothing factory in the future. It seems pretty good.”

"If Dongjin..." Yang Hao's eyes flashed, "How about we join forces?"

He was actually very happy that this important piece of land in Qing'an Colored Paper Industry did not fall into the hands of Kumho Group during the backdoor reorganization of Kumho Group, but ended up in the hands of Su Yu.

After all, only in this way can he have a chance to leverage.

"Join forces?" Su Yu looked at Yang Hao. Although he had roughly guessed what he was thinking, he continued to ask with a smile, "How do you want to join forces?"

Yang Hao said: "If the future urban construction plan really goes eastward, I want to borrow this land in your hand to leverage the control of Kumho Group. Of course...if the macro plan fails, this matter will Pretend I didn’t say it.”

"Okay!" Su Yu said, "If the future urban construction plan really goes eastwards, it will be a win-win situation for me."

According to his original ideal plan when he acquired this land, he also wanted to raise the price between Pengyuan Real Estate and Kumho Group after the future urban construction plan was completed, and sell the chips in his hands at a good price. After all, He doesn't have the ability to develop it himself, let alone hold on to this piece of land.

And according to what Yang Hao said...

Yang Hao obviously wanted to wait until the situation became clear and use the land price as a condition to induce Su Yu to buy shares in Kumho Group, thereby further diluting the group's shares, and then join forces with Su Yu to obtain the final controlling stake in Kumho Group.

"Haha... enough friends!" Yang Hao praised happily.

"Are you really ready to fall out completely?" Su Yu asked, "At the risk of... involving yourself?"

Yang Hao was silent for a while and replied: "We have already come this far, and it would be inappropriate to want to retreat. As for myself... Thinking carefully about what my aunt said, I really should find someone. The right person, let's live together. I don't hate this girl Ni Xinyu, plus the big tree of the Ni family, I really have nothing to dislike, let alone get myself involved. After all, I am the rich and rich man. I have a great reputation, it’s good if people don’t dislike me, and it’s not my turn to dislike me.”

"That's right!" Su Yu chuckled, "You... don't have a very good reputation. It's really unexpected that Miss Ni would like you."

Yang Hao replied: "Miss Ni is a Yan Party member. Although my reputation is a bit worse, my appearance is still OK, okay?"

"Just you?" Su Yu chuckled, "You can barely watch it!"

"Furthermore, apart from my appearance, I am also a very good person." Yang Hao said, "In terms of ability and knowledge, which one of them do I lack?"

"Knowledge?" Su Yu was stunned, "You have the nerve to say this?"

"After all, I also graduated from the University of Pasteur in France. How can this not be considered knowledge?" Yang Hao chuckled, "I think you are jealous, jealous of my appearance and knowledge. Of course... ability, finance In terms of trading, I am naturally ashamed of myself, but as for other abilities, that’s not necessarily the case.”

Seeing that he was in a good mood, Su Yu became more and more narcissistic and didn't bother to argue with him on such a boring topic.

While the two were talking, the waiter had already served the dishes.

Next, the two of them chatted while eating and made some small talk. At about 2 o'clock in the afternoon, they just walked out of the hotel.

"Hey, Mr. Su... what a coincidence!"

As soon as Su Yu and Yang Hao walked out of the hotel door, they bumped into two tall beauties. One of them hurriedly extended her hand to Su Yu without waiting for him to say hello: "I missed Mr. Su very much after we said goodbye last time. I was just thinking about when Mr. Su would be able to reward me and have a meal together, but I didn’t expect... to meet him here."

"Mr. Qin, you're welcome!" Su Yu coughed slightly and stretched out his hand to shake his hand.

The beauty who greeted him was none other than Qin Qiuyue, the president of the 'Anzhao Fund' who is inextricably linked to Wu Jinghao of Zhezhou Oriental Group.

"Is this... Young Master Yang?"

After greeting Su Yu, Qin Qiuyue's eyes fell on Yang Hao.

Yang Hao looked at this "big beauty in the financial circle" who had a long-standing reputation in Yuhang's upper class society, and said with a smile: "Beauty Qin, you should call me by my name. I don't agree with this 'eldest young lady'."

When Qin Qiuyue heard what he said, she smiled softly and said: "Okay, I will call you Mr. Yang from now on, or... if you want, I can call you Brother Yang. Anyway, I am older than you." Several years old.”

The internal disputes within Kumho Group have become a gossip drama in the entire Yuhang business community.

Qin Qiuyue, as the "big beauty in the financial circle" with outstanding communication skills in the Yuhang business world, is naturally aware of these things, so when Yang Hao said the word "eldest young master", she was shocked and she immediately reacted. And he also took this opportunity to get closer to each other.

Of course, the relationship between Su Yu and Yang Hao seems to be very good.

She didn't expect this.

"Okay!" Yang Hao held her hand and put the snake on the stick, "I, Yang Hao, am very lucky to have such a beautiful sister like Mr. Qin."

"Uh..." Su Yu saw that the two of them were being polite and could not be more fake. He coughed slightly and looked behind Qin Qiuyue, looking at the other person who was about the same age as Qin Qiuyue, about thirty. The next-year-old beauty said with some confusion, "This beauty is..."

"Oh, I almost forgot to introduce."

Seeing Su Yu's eyes falling behind her, Qin Qiuyue immediately reacted, took the beautiful woman's arm, and introduced to Su Yu more intimately: "This is Liu Wei, my roommate in college and my best friend now. She works for Tianqi Lithium Industrial Co., Ltd. In the industry, she is also known as a 'beautiful professional manager' and 'the most beautiful CEO of listed companies'. Oh... By the way, she is from your Yuzhou."

"Qiuyue, are you so complimentary?"

Liu Wei rolled her eyes at Qin Qiuyue, took a step closer, extended her hand to Su Yu with a smile, and introduced herself: "Liu Wei, deputy general manager of Tianqi Lithium Industry, Mr. Su's name is very famous in the domestic financial circle recently, and I am also very famous. I admire you, and I have wanted to visit you for a long time, but I have never had the chance, and I really didn’t expect to meet you here."

"Apocalypse Lithium!" Su Yu's expression was obviously shaken when he heard about the company Liu Wei worked for.

At this time, Tianqi Lithium Industry is not yet a lithium giant in the future "new energy" era. It is just a mid-end manufacturing company in the industry chain focusing on the production of lithium carbonate, anhydrous lithium chloride, and lithium hydroxide products. It has been trapped in the long-term With a single source of raw materials and sluggish market demand that has not exploded at this moment, it has been struggling on the edge of profit and loss. Among listed companies in the two cities, and even among entity enterprises across the country, its reputation is not prominent, and few institutions are paying attention and being optimistic.

"Mr. Su, have you ever known about Tianqi Lithium Industry?" Liu Wei couldn't help but ask when she saw the change in Su Yu's expression.

Su Yu nodded slightly and said: "After preliminary research, which business of 'Tianqi Lithium Industry' is Mr. Liu responsible for? Product production, internal operations, or..."

“I am responsible for the group’s external investment business,” Liu Wei said.

"Oh, that's right!" Su Yu reacted, "Mr. Qin just said that you and Mr. Qin both graduated from the 'Finance Department' of Shanghai University of Finance and Economics."

"Mr. Su has done preliminary research on our group. I wonder... what do you think of the development and future of our group?" Liu Wei saw that Su Yu seemed to be very interested in Tianqi Lithium Industry, so she couldn't help but continue to ask, " Do you think...our group has investment value?"

"It depends on what you say..."

Su Yu smiled and suddenly realized that Liu Wei seemed to have other meanings when asking him.

"Uh, three of you..." While Su Yu was talking, Yang Hao on the side saw that he was obviously embarrassed in his current situation. He coughed lightly, interrupted Su Yu's words, and said with a smile, "You three, chat slowly, I If you still have something to do, leave first."

After saying that, he patted Su Yu's shoulder lightly, then followed Su Yu's line of sight, meowed Qin Qiuyue and Liu Wei, and gave Su Yu a look that said, "take good care of it." Left alone.

Su Yu saw that this guy showed his true colors as soon as he got good at it, and there was no serious thing in his mind.

For a moment, I was speechless.

"Mr. Su, how about we find a nearby cafe to chat?" After Yang Hao left, Qin Qiuyue spoke first, "The cooperation with Mr. Su was very pleasant last time, and I still haven't had time to thank Mr. Su for dinner. No time, there’s always time for a cup of coffee, right?”

Su Yu looked at the time and saw that it was still early and he had no plans for the afternoon.

So, after thinking for a moment, he agreed.

Then, at Qin Qiuyue's suggestion, the three of them found a nearby coffee shop that was quieter and had a good environment to sit down.

Then, Qin Qiuyue ordered a cup of coffee and some fruit snacks for each of the three of them.

Then continue the previous topic.

"On the Dragon and Tiger List, Mr. Su has been slashing positions one after another, and the cuts are all stocks in the two main directions of 'mobile Internet' and 'smartphone industry chain'. Mr. Su is not optimistic about the market outlook and is not optimistic about these two stocks." Is there any follow-up market trend in the general direction?" Qin Qiuyue took a sip of coffee and tentatively inquired about Su Yu's views on the market outlook, "And in recent days, the trend of the main board has been significantly stronger than that of the Shenzhen Stock Exchange Index and the ChiNext Index. Does this mean that the future market pattern will shift towards the main board?”

Su Yu replied with a smile: "I sold the stocks just to cope with the redemptions from investors during the opening period of the fund. I have no intention of not being optimistic about the market outlook. As for the two main lines of 'mobile Internet' and 'smartphone industry chain' , currently there are some situations where overall valuations are on the high side and future expectations are overdrawn, but overall, the core basic logic of these two main lines has not changed, and these two areas are still worth digging into in the future.”

"As for the future market trends, will they shift in the direction of the main board, forming a pattern of strong Shanghai and deep weakness?"

"No one knows that."

"We can only wait for the market trend to verify itself."

"As fund managers, although we often predict the market, our fundamental operating direction is still to follow the market trend."

"We will follow the trend wherever it goes. It's that simple."

Qin Qiuyue listened to Su Yu's words and saw that he said a lot, but on the key points, he was still speaking in a rather vague way. The so-called so-called nonsense was correct, and she knew that the other party would not reveal the true strategic intentions and operations. I couldn't help but sigh, and stopped asking any more questions.

Instead, he glanced at Liu Wei, changed the subject, and said: "Ex-rights ex-rights of the net value of the 'Yuhang No. 1' fund, Mr. Su's 'Yuhang Investment' should have made billions in profits, right? I heard that your 'Yuhang Investment' The investment company has not only achieved great results in the asset management business in the secondary market, but you have also made a large-scale layout in the primary equity investment market and won many high-quality projects."

"Compared to Mr. Qin and the Eastern Group that your 'Anzhao Fund' is backed by, our 'Yuhang Investment' is just a small effort." Su Yu said with a smile, "In the secondary market, we are newcomers with primary equity When it comes to the investment market, we are even more newcomers and novices.”

"Mr. Su is being humble." Qin Qiuyue said, "Don't talk about our 'Anzhao Fund'. Even Oriental Group can't earn billions a year, and if Mr. Su's 'tens of billions of asset management scale' It’s just a small fuss, but there is no big fuss in the domestic private equity industry.”

"and……"

Qin Qiuyue paused and said, "Mr. Su, there is no need to be wary of me."

"I insist on keeping Mr. Su, mainly because I want to do a favor to my best friend. Of course... I also want to introduce a high-quality investment project to Mr. Su."

Having said this, Qin Qiuyue turned to Liu Wei and said with a smile: "Weier, please tell me."

After being squeezed by her, Liu Wei could only get straight to the point and asked the question she asked before: "Mr. Su, what do you think of the current situation of our 'Tianqi Lithium Industry'?"

Su Yu stared at her for a while, and then said: "If we don't change the status quo, we will only be attacked by the upstream and downstream sides. We will not have any dominance, and the profit margin will not be greatly improved. We can only When the industry prosperity is high, you can make a little profit. Once the industry prosperity drops, you can only hover on the edge of profit and loss, struggling to survive. If you only focus on the intermediate business, it will be difficult to expand the scale, and even if it expands, you will not be able to control it. The right to speak in the industrial chain is controlled by others.”

When Su Yu said this, he paused and continued: "I'm sorry, Mr. Liu, I'm a straight talker. If you have anything to say, I'll just say it. Don't mind me."

"It's okay!" Liu Wei coughed lightly, "Mr. Su has a very sharp vision, and he can see the development dilemma of our group at a glance. I think... this is also the reason why you did not invest in our company after preliminary research."

Su Yu replied: "Actually, in terms of business characteristics alone, Tianqi Lithium has obvious shortcomings. Coupled with the current low industry prosperity, it is indeed difficult for companies to achieve great development and get rid of the current predicament, but As far as the company itself is concerned, in addition to its own shortcomings in business, there are still many bright spots.”

"For example, after Mr. Jiang of your group took over the company, he reduced a lot of heavy asset burdens."

"At the same time, production costs and the reputation of the company's products are well controlled."

"In other words, even if this industry is currently a desert with bleak prospects, Tianqi Lithium can be regarded as a 'desert flower' in this desert. Compared with its peers, it is excellent enough."

"Yeah!" Liu Wei nodded, "But to get out of the predicament, these... are not enough, are they?"

Su Yu nodded slightly and said: "Indeed, it is far from enough. If you want to survive in the desert, your roots must be rooted farther and deeper. You do not have lithium resources. This is your biggest weakness. Once the industry changes drastically, , you don’t have any say on the raw material side or the downstream product side.”

"And, as far as I know..."

"Your raw material suppliers are too single."

"Once the raw material supplier that supplies you undergoes some extreme changes and cuts off your supply of raw materials, and other competitors in the same industry continue to squeeze in, your situation will not be an ordinary danger."

"And this is the fundamental reason why I dare not invest in your company."

Liu Wei heard Su Yu's analysis of 'Tianqi Lithium Industry'. The more she listened, the more frightened she became. The more she listened, the more impressed she became. She was shocked for a moment and said: "Everything Mr. Su said is exactly what our Chairman Jiang is worried about." In industrial management, if you don’t advance, you will retreat. It seems to be a large scale, but in fact, life and death are only on a thin line.”

"So...you already have plans?" Su Yu asked.