The investment era of rebirth

"That's right!" Yang Hao nodded and said, "There is really a macro plan for urban construction. Yang Jincheng and Ning Chenghu must have acted earlier, and it's not your turn."

"So, that piece of land is really useless right now."

"I thought that if you spent [-] million on this, you should have some kind of plan. Unexpectedly, you are still betting."

"Let's take a gamble!" Su Yu said, "In the future, there should be a way to move eastward and westward in terms of macro planning. Even if you lose the bet, that land will be used to build a garment factory in the future. Looks good too."

"If Dongjin..." Yang Hao's eyes were shining brightly, "How about the two of us working together?"

In fact, he is very happy that this important land of Qing'an Color Paper Industry did not fall into the hands of Kumho Group when Kumho Group restructured and backdoored, but into Su Yu's hands.

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

"Joining hands?" Su Yu looked at Yang Hao, and even though he had roughly guessed his thoughts, 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 would like to borrow this piece of land in your hand to leverage the control of Kumho Group. When I didn't say it."

"Yes!" Su Yu said, "If the future urban construction plan really moves eastward, it will be a win-win thing for me."

According to his original ideal plan when he won the land, he also wanted to start the price between Pengyuan Real Estate and Kumho Group after the future urban construction plan was completed, and sell the bargaining chip in his hand for a good price. He doesn't have the ability to develop it himself, let alone hold on to this land forever.

And according to what Yang Hao said...

Yang Hao obviously intends to wait for the situation to become clear and use this land price as a condition to lure Su Yu to become a shareholder of Kumho Group, thereby further diluting the group's shares, and then join forces with Su Yu to obtain the ultimate controlling stake in Kumho Group.

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

"Are you really going to turn your back on you?" Su Yu asked, "Would you mind... including yourself?"

Yang Hao was silent for a while, and replied: "I have already reached this point, and it would be inappropriate to think about retreating. As for myself...Thinking about what my aunt said carefully, I really should find someone The right person, let's live together. I don't hate the girl Ni Xinyu, and with the big tree of the Ni family, I really have nothing to dislike, let alone put myself in it. After all, it's just me, a rich second. If people don’t dislike me because of the reputation of my generation, it’s not bad, and it’s not my turn to dislike me.”

"That's right!" Su Yu said with a chuckle, "You... have a bad reputation. It's really unexpected that Miss Ni can take a fancy to you."

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

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

"Besides, besides my appearance, I'm also one of the best in the world." Yang Hao said, "Ability and knowledge, what's wrong with me?"

"Learning?" Su Yu was stunned for a while, "You have the nerve to say that?"

"After all, I also graduated from the Pasteur University in France. How can this not be regarded as knowledge?" Yang Hao said with a light smile, "I think you are jealous, jealous of my appearance and knowledge, of course... ability, finance In terms of trading, I am naturally ashamed, but as for other aspects of ability, that is 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 ate and chatted, and chatted some gossip, and they walked out of the hotel at around 2 o'clock in the afternoon.

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

As soon as Su Yu and Yang Hao walked out of the hotel gate, they bumped into two tall beauties, and one of them stretched out his hand to Su Yu without waiting for Su Yu to say hello: "I missed Mr. Su very much when we said goodbye last time. I just thought about when President Su would be able to enjoy his face and have a meal together, but I didn't expect... to meet me here."

"President Qin, you're being polite!" Su Yu coughed lightly, and reached out to shake hands with him.

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

"This is... Young Master Yang, right?"

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 reputation in the upper class of Yuhang, and said with a smile: "Young lady Qin, please call me by my name. This 'young young lady' sounds like a shock to me."

Qin Qiuyue heard his words, smiled lightly, 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." How old are you?"

The internal disputes of the Kumho Group have become a series of gossip in the entire Yuhang business world.

Qin Qiuyue, as a "big beauty in the financial circle" with outstanding communication skills in the Yuhang business world, is naturally clear about these things, so Yang Hao said the word "big young man" sounded shocking, and she also reacted instantly, And also took this opportunity to draw some relationships closer.

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

This, she did not expect.

"Okay!" Yang Hao held her hand and hit the snake with the stick, "With such a beautiful sister as Mr. Qin, then I, Yang Hao, are also very lucky."

"Uh..." Su Yu saw that the two of them were so polite that they couldn't be more fake, so he coughed lightly, and looked behind Qin Qiuyue, looking at the other one who was about the same age as Qin Qiuyue, about thirty The beauty next year said with some doubts, "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 Su Yu more intimately: "This is Liu Wei, my roommate in college, and also my best friend. Now She works for Tianqi Lithium Industry Co., Ltd. In the industry, she is also known as a 'beautiful professional manager' and 'the most beautiful CEO of a listed company', oh...by the way, she is still from Yuzhou."

"Qiuyue, do you boast so much?"

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 I admire you, I wanted to visit you a long time ago, but because I never had the chance, I really didn't expect to meet you here."

"Apocalypse Lithium Industry!" Su Yu was visibly shocked when he heard the company Liu Wei worked for.

At this time, Tianqi Lithium is not yet a lithium industry giant in the future "new energy" era, but a mid-end manufacturing enterprise in the industrial chain that focuses on the production of lithium carbonate, anhydrous lithium chloride, and lithium hydroxide products. The single source of raw materials, and the sluggish market demand that has not exploded at the moment, have been struggling on the edge of profit and loss. Among the listed companies in the two cities, and even among the national entity enterprises, the reputation is not obvious, and few institutions pay attention and are optimistic.

"Mr. Su knows about Tianqi Lithium Industry?" Liu Wei couldn't help asking when she saw the change in Su Yu's expression.

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

"I'm in charge of the group's foreign investment business," Liu Wei said.

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

"Boss Su has initially investigated our group, but I don't know... what do you think of the development and future of our group?" Seeing that Su Yu seemed to be very interested in Tianqi Lithium, Liu Wei couldn't help but continued to ask, " Do you think... our group has investment value?"

"How can I say this..."

Su Yu smiled, and suddenly realized that Liu Wei had other meanings when he asked him this question.

"Uh, the three of you..." While Su Yu was speaking, Yang Hao, who was on the side, saw that he was obviously a little embarrassed, so he coughed lightly, interrupted Su Yu's words, and said with a smile, "Talk slowly, I If there is anything else, let’s leave first.”

After finishing speaking, he patted Su Yu's shoulder lightly, followed Su Yu's line of sight with his eyes, meowed at Qin Qiuyue and Liu Wei, and gave Su Yu a "take good care" look, and then left alone.

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

For a while, I was speechless.

"Mr. Su, how about we find a nearby cafe for a chat?" After Yang Hao left, Qin Qiuyue said first, "The cooperation with Mr. Su was very pleasant last time, and I haven't had time to thank Mr. Su for dinner. No time, there is 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.

Immediately afterwards, at Qin Qiuyue's suggestion, the three of them found a nearby coffee shop that was relatively quiet and had a good environment in all aspects to sit down.

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

This continues the previous topic.

"On the Dragon and Tiger List, Mr. Su has cut positions one after another, and the cuts are all stocks in the two main directions of 'mobile Internet' and 'smart phone industry chain'. Mr. Su is not optimistic about the market outlook, and he is not optimistic about these two stocks. Is there a follow-up market in the general direction?" Qin Qiuyue took a sip of coffee and tentatively asked 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 stock only to deal with the redemption of investors during the opening of the fund. At present, there are some cases where the overall valuation is too high and the future expectations are overdrawn, but overall, the core basic logic of the two main lines has not changed, and these two areas in the future are still worth exploring.”

"As for the future market, will it shift to the direction of the main board, forming a pattern of strong Shanghai and weak Shenzhen?"

"Nobody knows."

"We can only wait for the verification of the market trend itself."

"As fund managers, although we are often predicting the market, in fact, the fundamental direction of operation is to follow the market trend."

"We follow the trend as it goes, it's as simple as that."

Qin Qiuyue listened to Su Yu's words, and saw that he said a lot, but on the key points, they were still relatively vague. The so-called words were all correct nonsense, knowing that the other party would not reveal the real strategic intentions and operational ideas in vain Yes, he couldn't help but sighed, and stopped asking further questions.

Instead, he glanced at Liu Wei, changed the subject, and said, "The net value of the 'Yuhang No. 1' fund is ex-rights. Mr. Su's 'Yuhang Investment' should have reaped billions of profits, right? I heard that you 'Yuhang' "Investing in" companies has not only made great achievements in the "asset management business" in the secondary market, but you have also made great efforts in the "primary equity investment market" and won many high-quality projects."

"Compared to Mr. Qin's Dongfang Group, which your 'Anzhao Fund' is backed by, our 'Yuhang Investment' is just a small business." Su Yu said with a smile, "In the secondary market, we are newcomers, and we are first-level equity holders. In investing in the market, we are even newcomers and beginners.”

"President Su is being modest." Qin Qiuyue said, "Don't talk about our 'Anzhao Fund', even Dongfang Group can't earn tens of billions a year, and if the 'ten billion asset management scale' in charge of President Su doesn't It’s just a small fight, and there is no big fight in the domestic private equity industry.”

"and……"

Qin Qiuyue paused, and said, "Boss Su doesn't have to be wary of me."

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

Having said that, Qin Qiuyue turned her eyes to Liu Wei again, and said with a smile, "Wei'er, tell me."

Liu Wei was so run on by her, so she could only cut to the chase at the moment, and asked the question she asked before: "Mr. Su, what do you think of the current situation of our 'Apocalypse Lithium Industry'?"

Su Yu stared at her for a while, and said, "If you don't change the status quo, you can only be attacked by both the upstream and the downstream, without any dominant power, and it is impossible to have a big increase in profit margins. When the industry is booming, earn a little bit. Once the industry boom is low, you can only hover on the edge of profit and loss, struggling to survive. It is difficult to expand the scale only with intermediate business, and even if you expand, you will not be able to control the industry. The right to speak of the chain is subject to people everywhere."

When Su Yu said this, he paused, and continued: "I'm sorry, Mr. Liu, I'm a straight-talking person, so I can say whatever I want, don't mind."

"It's okay!" Liu Wei coughed lightly, "Boss Su's eyesight is very sharp, and he can see the plight of our group's development at a glance. I think... this is also the reason why you didn't invest in our company after your initial research."

Su Yu replied: "Actually, in terms of business characteristics alone, 'Apocalypse Lithium Industry' has obvious shortcomings. In addition, the current industry prosperity is not high. It is really difficult for enterprises to achieve great development and get rid of the current predicament, but As far as the company itself is concerned, apart from its own shortcomings in business, there are still many bright spots."

"For example, after President Jiang of your group took over the company, he reduced a lot of the burden of heavy assets."

"At the same time, the production cost 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, 'Apocalypse Lithium Industry' can be regarded as the 'Desert Flower' in this desert. Compared with its peers, it is good 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's not enough. If you want to survive in the desert, you have to take root farther and deeper. You don't have lithium resources. This is the biggest weakness. Once the industry changes drastically , raw materials and downstream products, you don’t have any right to speak.”

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

"Your suppliers on the raw material side are too single."

"Once there are some extreme changes in the raw material suppliers that supply you, cutting off your supply of raw materials, and other competitors in the same industry run out again, your situation will not be in 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 "Apocalypse Lithium Industry", and the more she listened to it, the more shocked she became, and the more she listened, the more she admired her. She was shocked for a moment and said: "What President Su said is exactly what Chairman Jiang is worried about. Yes, industrial management, if you don’t advance, you will retreat, it looks like a large scale, but in fact, life and death are only on the line.”

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