Rebirth of the investment era

"Mr. Su, I heard that you are very interested in and very optimistic about investments in emerging economic industries such as the 'intelligent terminal equipment' market and the 'mobile Internet' field!" Blanche Laurent continued hurriedly, "In our hands, STG , there happens to be such a project..."

"Mr. Blanch, we at 'Yuhang Investment' have no plans to invest abroad for the time being. I'm sorry." Su Yu refused again, "In the current investment market, there is a lack of investment in emerging economies such as the 'intelligent terminal equipment' market and the 'mobile Internet' field." There are many institutions interested in industry investment, you might as well ask them."

He didn't know why Mr. Blanche Laurent kept holding on to him.

But after the company invested in the Tianqi Lithium project, its remaining cash reserves have been greatly reduced. He is not prepared to take on any major investment projects at this time.

Therefore, no matter what the other party's purpose is, he doesn't want to know or get involved.

"Oh, Mr. Blanche, Mr. Liu, Mr. Su..." While Su Yu paused to reply, Xu Zhongji from Minghui Capital also walked over with a smile and tried to smooth things over, "Being friendly makes money. There is no need for everyone to act like this. nervous."

"Mr. Xu is in a good mood!" Liu Guanhai said with a smile, "Minghui Capital has performed very well this year."

Xu Zhongji laughed and said: "It's barely enough. Compared with your 'Yinghui Fund' and Mr. Su's 'Yuhang Investment', it's still far behind."

"Mr. Xu is being humble." Facing the 'big housekeeper' of Minghui Capital who was well-known in the industry, Liu Guanhai had to put away his cold face and said with a genuine smile, "Who in the entire industry knows that Xu You are always a ten-year veteran of the asset management system and a victorious general in the market. With the fund products under your control, the performance will not be any worse at all."

"Ten-year veterans and victorious generals are just lies." Xu Zhongji responded, "In the end, only the performance of the product is real."

After saying that, he nodded slightly to Liu Guanhai and Blanche Laurent.

Then he pulled Su Yu to another corner of the hall.

Su Yu looked back at Blanche Laurent and asked Xu Zhongji: "Is Mr. Xu familiar with Mr. Blanche?"

"I'm not familiar with it. I've just met it at some important events before." Xu Zhongji said, "The STG investment institution where Mr. Blanche works is an investment institution under the American 'Principal Financial', with its headquarters in Hong Kong City. , the business is engaged in both primary and secondary markets. The scale is not very large, but the investment direction is very fond of technology and emerging industries. I guess... he came to you because he took a fancy to your secondary market investment ability. .”

"After all, their organization's domestic business performance has been very poor in the past two years."

"I guess I want to cooperate with you and improve my performance so that I can explain it to the parent company."

"Otherwise, if there is no improvement, it is estimated that within 'Xin An Financial', this institution will be canceled or dissolved, and its business will be merged into the group."

"I understand!" Su Yu nodded slightly, "Thank you, Mr. Xu, for informing me."

"It's nothing." Xu Zhongji chuckled, "Since our two families are now in a cooperative relationship, if Mr. Su wants to know basic information like this, then I will naturally tell you everything I know."

"Oh, right……"

"I heard that you have been very busy these past two days. Even the Chen family of Chenghui Holdings invited you to a banquet."

Seeing that he knew so much about his itinerary, Su Yu was a little surprised and said, "Mr. Xu is very well-informed!"

"I went to see you yesterday. I originally wanted to invite you to dinner. Let's talk about the private placement plan of 'Lixun Precision', but I found that you were not there." Xu Zhongji said, "Later, I asked the front desk clerk and I found out that you were out. Yes, and later... I inquired carefully and found out that you were invited by someone from the Chen family."

"To be precise, I went to attend a friend's birthday party." Su Yu said, "Is there any problem with the private placement plan of 'Lixun Precision'?"

Xu Zhongji replied: "I want to inform you that I have found someone for the shortfall of 400 million in fixed-term increase quota. If nothing unexpected happens, when this round of summit is over, we can directly have a showdown with the Wang brothers of 'Lixun Precision'." But when the time comes... Mr. Su may have to send a representative to go with me."

"Mr. Xu's connections are really vast. We found a partner so quickly." Su Yu was obviously a little surprised. He paused and said, "Okay, since Mr. Xu can contract for the 3 billion fixed increase quota, then it is indeed It's time for a showdown. I'll see then... If I'm free, I'll personally accompany Mr. Xu. If not, I'll ask our company's vice president, who is also 'Yu Hang No. 1' and 'Yu Hang' The fund managers of Hang 2's two main funds will go on my behalf."

"No problem." Xu Zhongji said, "Miss Li, she is now considered a celebrity in the industry."

"Oh, really?" Su Yu said in surprise.

Xu Zhongji chuckled and said: "Why is Mr. Su's news lagging behind me, an 'elderly'? I heard that Miss Li has been in Yanjing for the past two days, and she has been shining brightly and stealing the show. But think about it carefully, you Let her win several heavyweight awards on behalf of your 'Yuhang Investment' at the industry's annual performance summit. It's hard not to be famous!"

Su Yu thought about how he hadn't had time to learn more about the news in the industry in the past two days. He smiled and said, "She is also the manager of the fund. She deserves this."

"The name of the most beautiful fund manager in the industry has already changed hands when Miss Li stepped on the summit stage." Xu Zhongji said, "In half a year, you two have become star fund managers in the industry. This This honor is the only one in the industry!”

Su Yu smiled and said: "Mr. Xu said something right just now. No matter what kind of honor, it is just a false name. Only performance is real, and only performance is the foundation of a career. What kind of star fund manager Titles like this, without performance support, are just duckweed in the water."

"That's right!" Xu Zhongji nodded.

"Oh, by the way..." Su Yu paused and then changed the topic, "The institution Mr. Xu recently found to take the remaining fixed-term increase quota of 'Lixun Precision' is..."

"We discussed this together last time we were in Yanjing." Xu Zhongji said, "Zexi Investment, Mr. Xu!"

"It's him!" Su Yu was very surprised.

I didn't expect that the last person Xu Zhongji pulled was Xu Xiang.

"Mr. Xu, are you talking bad about me again?" While the two were talking, a figure had already walked over from a distance.

Su Yu and Xu Zhongji raised their heads when they heard the voice, but when they saw the person coming, Xu Xiang, they were a little surprised. After a pause, Xu Zhongji laughed and said: "Say Cao Cao, Cao Cao is here! Brother Xu, you are fine."

"Not bad!" Xu Xiang responded and shook hands with Xu Zhongji.

Then he looked at Su Yu with a smile, stretched out his hand and said, "Mr. Su, long time no see!"

"Although we haven't seen each other for a long time, the last time I met Mr. Xu still seems like yesterday!" Su Yu said with a smile, "I thought Mr. Xu didn't like lively scenes, so I won't participate in this summit. "

"I really don't like lively scenes." Xu Xiang said truthfully, "But when I heard that Mr. Su was present, I had to come. Mainly because I had some investment ideas and wanted to communicate with Mr. Su. I still remember the last time I was there. Yanjing, I am deeply touched by some of Mr. Su’s ideas!”

"What a coincidence!" Su Yu chuckled, "I also happen to have some investment ideas and want to communicate with Mr. Xu."

While the two were talking, a well-dressed and beautiful woman had already walked towards them.

"Mr. Su, nice to meet you!" The woman smiled and extended her hand to Su Yu, "I've heard about your name for a long time, but I didn't expect... that you are so young and handsome."

"Thank you, Ms. Ying." Su Yu gently shook her hand and responded with a smile.

"I remember we haven't met before, right?" The woman was very surprised that Su Yu could call out her last name. "How does Mr. Su know my identity?"

"Everyone in the industry knows that Mr. Xu has a virtuous wife who is not only beautiful, but also very good at investing." Su Yu said, "Without exception, I have naturally heard about it, so...for Ms. Ying, although I haven’t met you yet, you are already famous!”

Ying Ying saw that Su Yu seemed to be much easier to get in touch with than she thought, so she couldn't help but smile and said, "Mr. Su is really good at talking. How can I be so good?"

"I'm just telling the truth." Su Yu responded with a smile.

"Ying Ying, go over there!" After seeing his wife saying hello to Su Yu, Xu Xiang pointed to another part of the hall where several women dressed in rich clothes gathered, and said, "Mr. Su and Mr. Xu, I Let’s talk.”

"Okay!" Ying Ying responded.

Then he said hello to Xu Zhongji, turned around and walked away.

After a while, the laughter of Ying Ying and several wealthy women could be heard from a distance.

Su Yu saw that Ying Ying was able to integrate into the other person's topics and environment so quickly, and became one with the other person, and was very impressed by this woman's social skills.

"Mr. Su, what do you think of the market next year?"

Listening to various voices coming from afar, Xu Xiang found a seat under the table, looked at Su Yu who was also sitting down, and asked.

"What do you think, Mr. Xu?" Su Yu asked instead without answering.

Xu Xiang thought for a while and said: "Based on the market trends in the last half of the year, I'm afraid the style is about to change. The GEM refers to the two main lines of 'smartphone industry chain' and 'mobile Internet'. After almost a year of continuous speculation in the field, both valuations and expectations are severely overdrawn. In the case of insufficient incremental funds in the market, it is more difficult to continue to speculate than some industry sectors that are underestimated by the main board. He said, I'm afraid it will be even bigger."

“So, I think the funding is next…”

"I'm afraid that I will no longer choose the two main lines of 'smartphone industry chain' and 'mobile Internet'. Instead, for one consecutive year, some of the expected weighted sectors of the motherboard have been abandoned, and the opportunities are even greater. .”

Su Yu heard Xu Xiang's insights and was very impressed by Xu Xiang's keen eyesight and market sense.

Indeed, his thoughts were basically the same as Xu Xiang's, but Xu Xiang probably just had such a hunch and had not yet thought of the investment direction of mixed ownership reform of state-owned enterprises and securitization of military assets under the theme of 'deepening reform'. Of course... this is also because the other party is not familiar with the rearview mirror of the macro development of later generations.

Generally speaking, the other party can think of possible changes in market style at this time.

It's already quite powerful.

"No way?" Xu Zhongji felt a little surprised when he heard Xu Xiang's words, and replied, "The demand for the two emerging fields of 'smartphone industry chain' and 'mobile Internet' has exploded very fiercely, let alone smartphones. Well, the sales of wearable devices in the second half of this year, according to published market data and research reports from various institutions, are also rising in waves!"

"Not to mention the full explosion of 'mobile Internet', in the macro situation of perfect 4G network and continuous penetration of smartphones, it is already an obvious major trend. Currently, domestic and foreign Internet giants are all moving in this direction. "In this year alone, the number of acquisitions and mergers in the Internet field has been several times that of the previous two years. It can be said that... all active capital is seizing the opportunity in this field."

"In this situation where an outbreak is almost certain..."

"The two main lines of the 'smartphone industry chain' and 'mobile Internet' in our A-share market cannot be without funds for speculation, right?"

"The macro-expectations for these two major fields are very strong." Su Yu responded promptly, "But the overall expectations for the stocks in these two major fields in the current A-share market have been hyped to the extreme. Next, ...It’s probably the time to fulfill expectations, and this stage is often the time when the market diverges, rather than the time to generally make money.”

"In general……"

“In the primary market, there are still many opportunities in these two areas and they are still huge.”

"But in the secondary market, especially A-shares, it is inevitable that these two main lines will diverge at a high level."

“When more and more people know about an opportunity, become optimistic about it, and begin to invest on a large scale, it is no longer an opportunity, but a trap.”

"Before the market system is truly perfected, a zero-sum game is inevitable in the A-share market."

"So...Mr. Su, do you agree with Mr. Xu's idea?" Xu Zhongji didn't expect that Su Yu had the same view as Xu Xiang. He was a little surprised and asked, "In that case...why do you agree with my suggestion?" , how about participating in the private placement plan of 'Leixun Precision' on a large scale?"

Su Yu said: "Although the field of 'smartphone industry chain' has passed the stage of explosion of concept hype, the performance realization cycle has not yet arrived. In other words, the industry's high prosperity has not passed the stage of concept hype. Finally, it has just begun, and ‘Lixun Precision’ has already penetrated deeply into the Apple industry chain.”

“I think the hype expectations of the ‘smartphone industry chain’ have reached their peak.”

"But we are still very optimistic about companies that can actually release performance, hold huge orders, have technology, and have first-mover advantages."

"From the perspective of industry development..."

“Smartphones will definitely not replace feature phones all at once.”

“This process of gradually penetrating and completing the final transformation of the industry will not take more than three to five years. This means that within three to five years, the demand and industrial scale of this industry will always be on the rise. state."

"And Apple, as the pioneer and leader of smartphones, already has a great first-mover advantage."

"So, while Apple is eating the biggest piece of the market, as its direct industrial chain OEM company, it is destined to be the same in terms of performance growth and scale development."

"What's more, in addition to Apple, many domestic mobile phone manufacturers are also rapidly developing their efforts."

"This is another huge growth point for industry chain companies with mature technologies."

"That's why I am optimistic about the large-scale private placement of 'Lixun Precision', and I also admire the layout of the Wang brothers, the actual controllers of 'Lixun Precision'."

After hearing Su Yu explain the specific investment logic, Xu Xiang nodded with a smile and said, "Although I'm not as far ahead as Mr. Su thought, the general idea is similar."

"No wonder you both agreed without any hesitation when I mentioned the project." Xu Zhongji said with a smile, "It seems... I took the initiative to put a bite of fat in your mouth!"

Su Yu said with a smile: "Mr. Xu, you can't do it if you don't separate it out. You, Minghui Capital, cannot afford the 3 billion private placement project, and even if you can force it... Such a large investment project, once the results are not as good as It is expected that it will be devastating to the company's operation. In other words...even if you can eat it, you don't dare to gamble, so Mr. Xu and I have solved the trouble for you and shared the investment risk!"

"I'm just talking." Xu Zhongji said with a smile, "I don't mean to complain!"

After saying that, Xu Zhongji raised his head and waved, and was about to ask the waiter to add some more tea, but he looked behind Su Yu and was stunned.

Su Yu was curious when he saw Xu Zhongji's expression was not right.

I couldn't help but look back.

But looking behind him, where he entered the hall, Xie Wanting was wearing a red evening dress and wearing exquisite high heels, walking towards him with a smile, her bright and starry beauty.

For a moment... it shocked the whole audience and attracted everyone's attention.

And when she approached Su Yu with a smile and came directly to him.

Su Yu felt that the sharp gazes of many young men in the audience were all stabbing him in an instant!