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After three rounds of wine and five flavors of food, Jiang Xiaobai put down his wine glass, looked at Director Lu and Liu Yonghao and asked why they came.

Today is the end-of-year summary meeting of Huaqing Holding Group, and all the people who come here are from Huaqing Holding Group, and they are from a wholly-owned subsidiary of Huaqing Holding Group.

It's not the person in charge of the company in which the company has a shareholding, but the factory director Lu and Liu Yonghao have other things to come here.

It was also because Jiang Xiaobai had no time before, so it was pushed to the present.

"Jiang Dong, I wonder if you have paid attention to the domestic heavy industry market this year." Liu Yonghao said directly.

Jiang Xiaobai sighed in his heart when he heard it, and he guessed that it was most likely about heavy industry.

It’s not that there are no companies in the Dongfanghui in the dry heavy industry, but none of these companies in the dry heavy industry is an industry leader.

Without him, this heavy industry is the private land of state-owned enterprises. Even if private enterprises enter this industry and work hard for many years, they will only eat some leftovers.

But at this year's Eastern Conference, Director Lu, the Liu family brothers and others uncharacteristically wanted to discuss the matter of heavy industry. Jiang Xiaobai felt that there might be something going on here.

Maybe Director Lu and the Liu family brothers are tempted by the heavy industry and want to get in there.

So when discussing heavy industry, Jiang Xiaobai didn't say anything, and he never directly expressed his position. He thought that this would dispel some of the two people's thoughts, but he didn't expect the two people to chase after Jianhua Village.

"I have noticed that the development of light industry will inevitably increase the cost of electricity, and the development of the real estate industry will also drive the development of key industries such as steel and cement that consume coal. In the past two years, the demand for chemical fertilizers in domestic agriculture The volume is also continuously increasing.

This further increases the consumption of coal, which..."

Of course, Jiang Xiaobai was not ignorant of these situations, on the contrary, he analyzed them very thoroughly.

The reason why Director Lu and the Liu family brothers are interested in heavy industry is because heavy industry has developed very well in the past two years.

And Jiang Xiaobai has a clear understanding of why the heavy industry has developed so well. The domestic economy has developed rapidly in the past two years, and the demand for various raw materials has increased.

In this case, it will further lead to electricity shortage, and electricity shortage will further increase the price of raw materials.

The increase in the price of raw materials will lead to the development of heavy industry.

To put it simply, it is such a set of logic, and among them, steel, chemical fertilizers, and cement are all key coal-consuming industries.

Coal, how should I put it, in the eyes of many people who don't know the inside story, coal has two functions, one is heating and the other is power generation.

In fact, it is not the case. The raw materials for fertilizers are also coal.

The production of chemical fertilizers will also increase the consumption of coal, as well as other chemical uses, so this coal has always been very important.

Of course, the biggest use of coal is still for power generation, but there is a big conflict between the coal industry and the power industry. These two monopoly industries have been arguing for many years. The coal power implements the supply method of planned allocation At the beginning of each year, relevant departments will organize coal, railway and electric power departments to hold a coal ordering meeting, sign a one-year power coal purchase and sale contract, and then implement it as planned.

But the electric power industry has always been superior. Many people in this era have heard of the name electric tiger, and the annual purchase price is lower than the market price.

After a long period of time, the coal companies will not dare to do so. Every year they quarrel, and the coal companies sell their coal to private companies and some unplanned companies.

But electric tigers are not vegetarian either. This raises the purchase price, so the benefit will drop? So I would rather ask for less coal than raise the price.

This is what causes the electricity to be insufficient.

However, if the electricity is not enough, the big power consumers will be unable to produce raw materials, and the raw materials will be rare and expensive, and then the price will increase further.

This is such a simple logic.

Then it led to the development of heavy industry. Private enterprises saw that the price of raw materials had risen, and it was too easy to make money here, so they naturally wanted to intervene.

Jiang Xiaobai spoke eloquently, sorting out the logical relationship here very clearly. For a while, Director Lu and Liu Yonghao looked at Jiang Xiaobai and didn't know what to say.

After pondering for a while, he asked: "Jiang Dong, since you understand this truth, it is unreasonable for you to say whether our private enterprises can enter the heavy industry and get involved. The raw materials produced by state-owned enterprises are in short supply.

The development of various industries has been delayed, and our private enterprises can't make up for it, right? "

Director Lu also nodded and said, "Yes, Mr. Jiang, the power industry and the coal industry are very troubled, and the investment and construction of the industry in the store has gradually declined in the past two years.

Leaving aside the conflict between the coal industry and the power industry, it is simply irreconcilable. Even if it is reconciled, it will not be a matter of time before the power industry wants to restore sufficient power supply. After all, the investment and construction in the past two years have been pulled down. up.

If you want to recover, it also needs a cycle. I expect this cycle to be as short as three years and as long as five years. This is a very good opportunity for us to enter this industry..."

Liu Yonghao and Director Lu's analysis is still very thorough. Let's put it this way, with such a big business, their sense of smell is still very sensitive, and many things can be guessed.

Because most of the things, the inner logic is very clear.

From the development of the real estate industry to the development of heavy industry, each has its own internal logic. As long as the thinking is clear, there will be no problem.

Jiang Xiaobai smiled wryly, the thinking of the two of them is still too simple, it is not only necessary to understand the logic of the market economy level, but also policy issues.

"No, you two, one makes cars and the other makes feed, isn't it good? Why do you keep thinking about entering the heavy industry? I mean, to do business, you still have to do the industry you are familiar with.

It's not a good thing to plunge into this unfamiliar industry, especially this heavy industry, the water in this industry is also very deep.

And it's not just about the market, it's also about whether private companies are allowed to enter..."

Jiang Xiaobai looked at the two of them and said earnestly, but he still wanted to try his best to persuade them not to go their own way.