Resource Tycoon Reborn

Chapter 1129 Our opportunity

"You mean... shipping costs will further increase?" Yu Qiuxia immediately sat up straight. This is a major event related to the future of Guo's Shipping Group. If it is said by other people,

She might laugh it off, but when Fang Mingyuan said this, she had to take it seriously.

"Well, my personal opinion is that for a long period of time in the future, within five years, shipping costs will basically show an upward trend." Fang Mingyuan said.

"Why? Is it because of the rapid development of China's economy?" Yu Qiuxia said immediately. Fang Mingyuan had been advising Guo's Shipping Group to focus its operations on China's business many years ago, and he took over Guo's Shipping Group

This is even more true after taking the post of president of the company. The strong economic growth in China has indeed brought sufficient supply of goods to Guo's Shipping Group Company, ensuring the strong business expansion of Guo's Shipping Group Company in recent years.

Fang Mingyuan pondered for a moment and said: "There are many reasons..."

China's economy is growing strongly, and its total import and export volume is growing rapidly every year. The most developed area of ​​China's economy is in the southeastern coastal area. This determines that the largest mode of transportation for China's import and export trade is undoubtedly

Maritime transportation. According to statistics from relevant departments, in China's import and export trade, goods transported by sea account for 90% of the total! With the development of China's economy, and the improvement of the living standards of as many as 11 to 200 million Chinese people

, China must import an astonishing amount of raw materials, crude oil and agricultural products from overseas every year, and the growth rate will be very alarming. And these must be transported by sea. Iron ore and soybeans are undoubtedly obvious examples.

International shipping companies only have so much shipping capacity. Shipbuilding cannot be completed and put into use in three to five days. There is always a lag period. The shipping capacity cannot meet the demand, so price increases naturally become a matter of course.

Moreover, due to the development of the world economy, the demand for crude oil is also growing, coupled with the depreciation of the US dollar and the fuel of international capital, the international market price of crude oil will continue to rise for a long time in the future. As the price of crude oil rises, naturally

It will cause the price of fuel to rise. Fuel is the main fuel used by ships in the shipping market, and changes in its price will naturally affect the rise and fall of shipping costs.

Of course. This is also due to the secret promotion of international capital. Today's international capital's method of making money is no longer "chiluo" naked exploitation, but a chain-linked conspiracy, allowing people to take the initiative to jump into the trap.

Go in. For example, the booming steel industry in China is behind the secret "promotion" of Japanese capital. The establishment of many state-owned steel companies in China has the technical and logistics support of Japanese steel companies headed by Nippon Steel

, they have indeed gained a competitive advantage over domestic competitors, and there may even be a few products that are competitive internationally.

However, 'help' cannot be free, and the cost is that the two parties form a community of interest exchange. The Japanese side can profit from other links in the industrial chain - because they have already penetrated and controlled the upstream and downstream of the relevant industrial chains. Iron

The price of ore has begun to increase, and so has the price of sea freight, but the price of steel in the international market has not increased significantly. As a result, the profits that China's steel plants can earn have naturally declined. And those that have not

The interests of steel companies that cooperated with Japanese capital were greatly damaged in the process. Not only did they lose technology and experience, they also suffered from rising iron ore and freight prices.

The Japanese are not afraid of rising iron ore prices because they control the mines; they are not afraid of rising shipping prices because they have shipping companies. In Japan, steel, shipping, shipbuilding and other related companies are mostly located in Japan.

Under the guidance of trading companies, a close relationship of mutual shareholding, benefit sharing, and risk sharing is formed. The losses of a certain enterprise can be obtained from other parts of the same interest group. They can even earn from iron ore and shipping.

The excess profits are more than the losses of steel companies. In this way, it can not only defeat competitors, but also earn more profits.

And even if the Chinese people see the intention of Japanese capital, do Chinese steel companies that lack independent innovation capabilities and industrial chain integration capabilities have the confidence to reject Japanese capital? Even if they know that the Japanese can make up for the losses within the dike, in addition to protesting and

What can be said? This is completely in line with the current rules of international trade.

Yu Qiuxia nodded repeatedly after hearing this. What Fang Mingyuan said was at least well-founded and not just speculation. Moreover, she could also see that Japan's trading company model and Fang Mingyuan now try their best to form a one-stop industry in the steel industry.

The chain has the same purpose. This can ensure the maximization of profits. Even if a loss occurs in a certain link, it can be made up for in other areas. In this way, unless there is an economic crisis, it will be difficult to suffer a comprehensive loss. Moreover, Fang Mingyuan also

As more domestic capital is gradually attracted to join this industrial chain, the first thing to be liberalized is the equity of steel companies. This is because as long as Fang Mingyuan controls the supply of raw materials from above, and then controls the company's main customers, even the equity

By decentralizing, the Fang family no longer has a controlling stake, and the Fang family's position in the company will not be significantly affected.

"Sister Qiu Xia, I think the prosperity of the shipping industry can be guaranteed in the next four to five years. Moreover, if we operate well, even if there is a global economic crisis, the company will not be hurt.

It will be an opportunity for the company to upgrade its ships." Fang Mingyuan said with a smile, "So, in the near future, I think we can actively carry out mergers and acquisitions, order new ships, and lease ships."

Yu Qiuxia nodded slightly. If it is true as Fang Mingyuan said, Guo's Shipping Group Company should continue to expand its fleet and increase shipping capacity to welcome the arrival of this opportunity.

Fang Mingyuan took out two documents from the briefcase beside him, handed them to Yu Qiuxia and said: "Actually, it's not just us who are aware of this, the Japanese are also making the same preparations. This is what Lin Lian and the others learned from Japan.

Investigation report sent back. Well, Sister Qiu Xia, you also know that currently, in the international shipping industry, capesize ships and ultra-large bulk carriers are mainly engaged in ocean-going ore transportation, and their shipping volume can generally account for the world's ocean-going

More than three-quarters of the ore transportation volume. Panamax ships are mainly engaged in offshore ore transportation. There are nearly a thousand large capesize ships and ultra-large bulk carriers exceeding 130,000 tons in the world, while China Mainland Shipping

The company owns less than thirty ships. On the iron ore route from the west coast of Brazil and Australia to China, there are even 70,000-ton Panamax transport ships. This shows that the domestic transportation capacity is seriously insufficient, and it has to be

A large amount of transportation business is handed over to foreign companies. I calculated that if our company's transportation capacity is eliminated, then about 90% of the remaining iron ore shipped by sea is carried by foreign shipping companies.

."

The current world shipping market is controlled by developed shipping countries. Among the world's 10 largest bulk shipping companies, three are Japanese companies, Kuok's Shipping Group ranks seventh, and the rest are European companies. Kuok's Shipping Group due to its previous

Concentrating its efforts on the establishment of the supertanker fleet and the integration and update of the original container fleet, the investment in bulk carriers will naturally be relatively small.

"As for bulk carriers used to transport iron ore, Japan has an absolute advantage. The bulk carrier fleets owned by the three shipping companies account for about 40% of the world's shipping capacity of this type of ships. Moreover, the three shipping companies also plan to

Continuing to expand the size of his fleet proves from another perspective that shipping costs are likely to rise." Fang Mingyuan said confidently. In fact, his confidence did not come from these information, but that he knew that in his previous life,

The total fleet size of Japan's three shipping companies exceeds an astonishing number of 2,500 ships, which is more than double the current total fleet size of the three shipping companies. This does not include the number of ships of the three major shipping companies in recent years.

Old ships that have been phased out by shipping companies.

In fact, since entering the new century, the growth rate of the world's ore trade volume has been higher than the growth rate of the shipping industry's bulk cargo fleet capacity. This makes the existing bulk cargo fleet capacity unable to meet the growing demand for ore transport volume. Therefore, maritime transport

Fees are bound to rise. And because India has imposed additional iron ore export tariffs in the near future, many steel companies in China have to shift their demand for iron ore from India to Australia, Brazil, South Africa and other regions, which will also increase the transportation distance and

The longer shipping schedules have further aggravated the shortage of shipping capacity and pushed up shipping costs.

Yu Qiuxia looked through the information in his hand, but the more he read, the more shocked he became. Just as Fang Mingyuan said, Japan's three shipping companies have invested huge sums of money this time, ordering new ships, including ships rented from other ship owners.

Including, the total investment in three years has exceeded 2 trillion yen, and the fleet size has increased by 27%! It is a big deal!

"We have to get ahead of them. Most of the mainland steel companies still use spot bidding and chartering when importing iron ore. Only a few large state-owned companies such as Haibao Steel have signed long-term transportation contracts, while

The shipping volume only accounts for about ten percent of the country's imported iron ore!" Fang Mingyuan said, "Most other steel companies have no way to compete with large shipping companies due to their scale, factory location, management's lack of long-term vision, etc.

They are not qualified for dialogue, but their collective needs are astonishing! This is our opportunity!”

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