Rebirth of the Wild Age
: Two hundred and ninety-eight【Strategic Mentor】
Rongcheng, Jinniu Hotel.
The nine people gathered last year, one has not increased, and the other has not decreased.
Eight of them were playing Three Kingdoms. Song Weiyang sat and watched. Chen Tao made tea for them with a thermos bottle.
If you don’t talk about specific business during group gatherings, you can discuss and exchange privately if you want to cooperate. When we met today, everyone’s focus was on the "Asian financial turmoil," and both Zhang Xuanlong and Li Sufu spit out bitterness.
"Business in Southeast Asia cannot be done," Li Sufu waved his hand. "Except for the domestic market, most of the motorcycles I used to produce were sold in Southeast Asia. Now orders have been cancelled by more than 90%, and the goods have arrived at the terminal. If you don’t uninstall, no one will accept it. Especially in Thailand, don’t want to come back for the liquidated damages. You can go to a lawsuit. If you win, you will be given a bunch of waste paper, all of which are land deeds. This is forcing me to make a motorcycle. , Go overseas to engage in real estate."
"Hahahaha," Zhang Xuanlong laughed, "You are worse than me. I just lost some regular customers. Many publishing companies and newspapers have closed down, but I will not be exhausted."
Duan Yongping asked Li Sufu: "Then what are you going to do?"
"Transfer all the business back to China," Li Sufu said. "Unfortunately, the government has been stuck and will not issue a birth permit for my car. I went to the ministries and commissions for more than half a year.
Zhang Xuanlong asked Song Weiyang: "Xiao Song, have you made a lot of money in Thailand?"
Liu Yonghang was surprised: "Xiao Song also participated in the attack on the baht?"
"It's just a tailwind with Soros," Song Weiyang said, "I didn't make much. I made more than 30 million US dollars with my partners."
"That's not much?" Guo Guangchang said in surprise, "It's more than the net profit of our company in a few years!"
Cai Zhiping said: "I don't know much about the financial war or something. I heard that Soros will go to Hong Kong City to pick things up after he has cleaned up the Southeast Asian countries? Will the Chinese government intervene?"
"Definitely intervene," Liu Yonghao said. "The city has just taken it back. It is impossible for the central government to watch it be destroyed by Soros."
Song Qizhi said: "If the state intervenes, it will definitely have a great impact on the domestic economy."
Song Weiyang said: "There is a certain impact, but it mainly affects state-owned enterprises, especially export-oriented state-owned enterprises. As private entrepreneurs, we should pay more attention to the impact of the Asian financial turmoil on the Chinese government's decision-making."
"What's the impact?" everyone asked quickly.
Song Weiyang did not answer, but instead asked an unrelated question: "Korea Daewoo is in crisis, do you know?"
"No way!" Cai Zhiping said.
"How is it possible?" Li Sufu said.
Guo Guangchang said: "A company as powerful as Daewoo should be able to survive even if it encounters trouble."
Duan Yongping said: "Sell some subsidiaries at most."
Zhang Xuanlong smiled and said: "Even if Daewoo buys half of its subsidiaries, it will be beyond the reach of Chinese companies."
Song Weiyang shook his head and said: "Although international capital has not attacked South Korea, it is only the aftermath of the financial turmoil that has messed up South Korea's economy. I guess, South Korea will soon be on the verge of national bankruptcy."
"Can the country go bankrupt?" Song Qizhi said in disbelief.
Others also looked at Song Weiyang one after another, and they had never heard of the country's bankruptcy.
Song Weiyang explained in detail: “South Korea is a big chaebol model. The 30 largest companies contributed one third of South Korea’s industrial output and total investment. The financial leverage ratio of these 30 companies exceeded 500% on average. The debts are staggering. The Korean government continues to borrow money from foreign banks with the guarantee of national credit, allowing these large companies to rapidly expand and develop. The domestic market in South Korea is narrow and mainly export, and the impact of the Asian financial turmoil has caused all the big chaebols in South Korea. Exports have plummeted, profits are hopeless, and stocks have fallen. Do you know what this means?"
Those on the scene didn't know much about finance, but with such a big business, they could basically imagine the dilemma of Korean companies.
Song Weiyang continued: “On the one hand, a large amount of foreign investment is drawn from South Korea and went to Southeast Asia to make money with Soros. On the other hand, South Korea’s poor economic situation has made foreign investors aware of the danger and withdraw their capital one after another. The chaebols all owe countless foreign debts, and the debts are due but cannot be repaid. South Korea’s national credit is no longer useful. The 30 largest chaebols in South Korea have all their capital chains on the verge of breaking, and they control South Korea’s economy. Once they fall , The entire South Korea fell along with it."
The audience was silent and looked at each other. If a country says it goes bankrupt, then it goes bankrupt?
Song Weiyang added: "What the South Korean government can do is to kill all small and medium-sized enterprises, and use the corpses of these small and medium-sized enterprises to provide the big chaebols with lingering nutrients. It will certainly not support all chaebols, such as Daewoo, which blindly expands. , It’s not far from death. Once Daewoo dies, other chaebols will eat separately, and maybe they can continue to survive."
Liu Yonghang said: "So, the Chinese government will definitely adjust the development strategy of state-owned enterprises?"
"Yes," Song Weiyang nodded, "China's current state-owned enterprise development strategy is based on South Korea's Daewoo. It focuses on large and small, abandons those small and medium-sized enterprises that are not competitive, and seizes some powerful large enterprises. Build all these big companies into China's Daewoo, and send these big companies collectively into the world's top 500. However, as far as the status quo is concerned, the Daewoo model is too dangerous and does not have the value of imitation. Therefore, China's state-owned enterprise development strategy will definitely be change."
"No wonder," Liu Yonghao slapped his thigh fiercely. "I said that the recent business and economic magazines have published so many related articles and they are all discussing the development plan for the reform of state-owned enterprises."
Duan Yongping asked Song Weiyang: "How do you think the central government will adjust?"
Song Weiyang smiled and said, "The country retreats and the people advance."
"How can the country retreat and the people enter the law?" Li Sufu asked.
Song Weiyang said: "I have carefully studied the recent economic papers. In fact, the central government is already sending out tentative signals. The core idea is: the state controls the upstream industries such as steel, automobiles, aviation, telecommunications, power, banking, insurance, media, and military industry. The monopoly of state-owned enterprises will be implemented, and all the remaining competitive mid- and downstream industries will be abandoned and left to fend for themselves."
The audience was dumbfounded. For private entrepreneurs, this information is too important.
If it is really like what Song Weiyang said, private owners and many state-owned enterprise leaders will usher in a gluttonous feast. The previously controversial shareholding reform of state-owned enterprises will be carried out on a large scale and even directly become private ownership. At the same time, there will be a large number of problematic state-owned enterprises going bankrupt, and there will be waves of layoffs, and private owners can easily merge with their banknotes.
Li Sufu wiped his sweat and said, "You said the auto industry will also be monopolized by state-owned enterprises?"
Song Weiyang said: "At least according to the signal from the central government~www.readwn.com~, this is indeed the case. In a short time, Boss Li won't want to be a car. It is good luck to be able to make a van under the sign of a state-owned joint-stock company. . You shot early. If you shot late, don’t even want to touch the van."
"What bad luck for me!" Li Sufu fell on the seat with a tired look.
The rest of the people are eager to try, wanting to get a share of this gluttonous feast.
It was also today's gathering that established Song Weiyang's absolute core position in the small circle. Although others can't believe it all, they are more or less preparing and keeping an eye on policy changes. When Song Weiyang's "prophecy" became a reality, they had been preparing for it, and their wealth grew rapidly, faster than in history.
In the annual gatherings thereafter, no matter how busy these people are, or even if the company has major problems, they will leave everything behind. Because Song Weiyang has to listen to what he said, and if he doesn't pay attention, he will miss the big opportunity. If he encounters key problems, he will more or less consult Song Weiyang.
.. m.
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