Chapter 472: Successive Performance Explosions
“Has Ascent’s stock price gone up?”
"It's OK. It's stable. The earthworm organic fertilizer factory we cooperated with Yasheng is already in production..."
While asking, Guo Yang also opened the stock page on his computer and found Yasheng Group.
Due to its active response to fallow land, Ascent’s stock price performance has not been very good in the past two years, and has followed a green downward curve.
In fact, the state provides subsidies for fallow land.
However, most of Yasheng’s state-owned farms are still run by employees, and only a few of the lands are operated on a large scale.
Moreover, the capital market has always been unimpressed by the fallow policy, resulting in unsatisfactory stock prices of companies involved in planting, such as Yasheng Group, Suken Agricultural Development, and Beidahuang.
However, in the past two months, capital seems to have smelled something and the stock price has shown signs of rebounding.
Guo Yang smiled and said, "It seems that the basic situation of fallow has been stabilized. Is the water flow in the lower reaches of the Shule River okay this year?"
Qi Ziwen said: "It has increased by about 15% compared with last year. The vegetation in the lower reaches of the basin has recovered very well. The Tarim River Management Bureau came to inspect last month and invited Jiahe to participate in the second phase of the Tarim River ecological water transfer project."
When talking about the Tarim Basin Management Bureau, Guo Yang thought of Muhe’s project on the Kaidu River, which was indeed very well done.
Jiahe will definitely be involved in the second phase of ecological water supply of the Tarim River.
Then he thought of aerial photography of China and asked about the progress.
"It will be launched on the first of next month, and the promotion is already being warmed up."
"Have you seen the finished film?"
"After watching it, everyone agreed that it was perfect. I asked Yu Le to organize another viewing..."
"No, leave me in suspense."
Qi Ziwen knew that his boss had a deep love for documentaries and that his personal preferences were a little different. Since he was back, he would definitely let him watch it in advance.
But before he could finish his words, Guo Yang interrupted him.
"The response to 'Heavenly Qilian' on the Internet was good, and this season will definitely be no different. Yu Le is still quite capable, and we can let him start preparing for the second season as soon as it goes online."
“Don’t you need to see the effect?”
"No, I trust your judgment. If you all think it's perfect, but the response is not good in the end, then I will have to doubt your appreciation level."
"Uh... I'm not a professional either."
“So you can represent the masses.”
The tourism enthusiasm brought by "Heavenly Qilian" has not yet dissipated. The beautiful scenery of Qilian Mountains in summer has attracted waves of tourists.
The tourism popularity in places like Jiuquan, Jiayuguan and Qilian is well maintained. Although it is not as good as the top tourist attractions, it has also reached the upper-middle level.
It has made a significant contribution to the GDP of these small cities.
"Aerial China" may bring about different changes.
I scrolled through the list of selected stocks on the stock trading software, and found that they were arranged from low to high in order of their increase.
Among the green stocks above, Asia Centaline is at the top, with a slight increase of 0.2%. Further down are some stocks with good growth trends.
Generally speaking, there are more rises than falls.
The stocks in the self-selected list are all Weiguang’s holdings in recent years. In addition to the big blue chips in his memory, there are also some different stocks.
Most of them are related to Golden Harvest.
Jahwa, Yasheng, Suken, Guannong... support the development of the planting industry with actions.
After pulling down again and again, Guo Yang finally found Jahwa among the last few stocks. It had risen by 5.63%. The share price had reached 60 yuan, almost doubling.
I looked at the daily and weekly charts again. They have been on a long upward trend and it is difficult to see any correction. There was only a slight correction during the days when the stock price hit the daily limit, but it quickly went up again.
"Did Jiahua's semi-annual report greatly exceed expectations? Why is its performance in the stock market so brutal?"
Upon hearing this, Qi Ziwen also moved closer behind Guo Yang, only to find out that his boss had been watching the stock market.
"Not only did the semi-annual report exceed expectations, but the sales of the Yuze brand also exploded. Ge Wenyao spent a lot of money on the promotion of several new products launched this summer, and the products were well received as soon as they were launched.
Especially with the tourism boom along the Qinghai-Gansu Grand Loop, many UP hosts on video websites have strongly recommended Yuze, and the effect is really great, exceeding some people's traditional cognition.
There are more and more repeat customers and new customers.
Jahwa's semi-annual report increased by 110% year-on-year, with revenue of 22 billion in the first half of the year. Both Yuze and Herborist achieved leapfrog growth!
Moreover, from the release of the semi-annual report to now, the popularity of Yuze and Herborist has remained high, and the sales growth trend in Weilai Tianjian is getting faster and faster!
In comparison, the stock market's gains have been more modest, and some people believe that Jahwa's share price is now overvalued.
In the second half of the year, Yuze and Herborist will definitely give everyone another surprise.”
Guo Yang laughed and drank a sip of the frozen white prickly ash. Only then did his hot heart cool down.
Jiahe spent a total of over 50 billion yuan to acquire Jahwa. Based on the current stock price, it is actually close to making back its investment.
“Perhaps the resurrected Twin Sisters can change the brand positioning.”
Qi Ziwen asked, "Boss, do you have any ideas?"
In addition to competing on quality, the cosmetics industry is more about marketing and promotion. People who use beauty products for a long time have an inherent understanding of the brand.
In their eyes, international brands such as Estee Lauder are better than small brands.
Maybe this is true.
In order to break through the blockade, Guo Yang has promised to inject 5 million yuan into Jahwa to revive "Shuangmei" and provide support in publicity and promotion.
This money is not injected all at once, and only a part of it may be given now.
But Jahwa suddenly exploded, with its performance soaring, and its profits this year will not be low.
Even if we increase publicity and promotion and revive the twin sisters, the existing funds can easily bear the cost.
However, the promised capital injection does not necessarily have to be withdrawn.
Guo Yang doesn’t know what the actual effects of those big brands are, but Yuze has certain advantages in raw materials.
He has also used Yuze's sunscreen, skin care, moisturizing and other products, and they really have a good effect.
Now maybe the effect is too good.
After thinking for a while, Guo Yang said thoughtfully: "Maybe Shuangmei can become a luxury brand. If Ge Wenyao wants to enter the fashion industry, then we should support him."
Qi Ziwen pondered and said, "Our control over Jahwa is a little weak now. We only have two vice presidents of the brand division. When we carry out mergers and acquisitions in the fashion industry, there may be regulatory loopholes in the use of funds."
"Corruption is corruption, what about regulatory loopholes?"
Guo Yang laughed and scolded, then said: "Don't forget, the King of All still has room for maneuver in terms of raw materials."
“Are the raw materials going to be priced higher?”
Guo Yang thought for a moment and said, "For new products, especially high-profit products, we can gradually raise prices and boil the frog in warm water."
Qi Ziwen said with some realization: "That's why Shuangmei wants to make it a luxury brand. Then the raw materials can be exclusive, the king can decide how much to produce, and the profits can be transferred better."
The key raw material for producing Yuze comes from the lavender that Guo Yang originally cultivated, but Yuze only utilizes part of its characteristics.
There is still a lot of room for development.
"It's not just Jahwa, the same is true for Provimi. However, with Jahwa's experience, Quanwang has squeezed Provimi's profit margin to the extreme from the beginning."
Through this secret profit transfer, Jiahe, which is already a major shareholder, can enjoy more profits.
Naturally, the interests of other small shareholders were harmed, but Golden Harvest was able to truly support the enterprise and leave some room for small shareholders and retail investors. In a world of comparison, it can be said to be the conscience of the industry.
After understanding the key links, Qi Ziwen talked about other work and then prepared to talk to Yu Qin.
Guo Yang was also happy about this.
He is trying to delegate power to Qi Ziwen and wait and see for two years. If the results are good, he will try to step back behind the scenes.
After Qi Ziwen left, Guo Yang looked at the information for a while. After 10 o'clock, he called a secretary of the Ministry of Agriculture.
We provided policy advice on agricultural inputs to Romania, Ukraine and other regions.
The results were fed back in the afternoon, and Deputy Minister Fan Jian even called back personally.
"Mr. Guo, Jiahe is interested in investing in Eastern Europe?"
After receiving the call, Guo Yang also stood up, walked to the floor-to-ceiling window, and looked at the Qilian Mountains from afar. The foothills were quickly turning green in the summer.
“Every ambitious agricultural enterprise will not miss the Eastern European market.”
"That's true. Ning Gaoning has also recently set his sights on the Eastern European market and is reporting this to the top management. Are you planning to cut in this time?"
"Intercept? Intercept what? Does the National Grain Group have another acquisition target?"
Guo Yang was confused. From the sound of it, it seemed that Ning Gaoning had come up with something new!
"Do you really not know or are you pretending not to know?"
"I really don't know, leader, why do I have to keep an eye on the national grain every day when I have nothing to do!" Guo Yang complained. At the same time, he was also a little curious about the new move of the national grain. The main business of the national grain is grain and oil, and its political task is to ensure domestic food security.
It stands to reason that as the domestic self-sufficiency rate of grain and oil is getting higher and higher, the national grain industry should not be so interested in overseas markets.
"Leader, what does Guoliang want to invest in Eastern Europe?"
"It is also in the agricultural sector, of course, but it is mainly grain and oil, but it may be a bit difficult for the state to consume it."
At this point, Fan Jian was also surprised and asked again: "No European companies have contacted you? Didn't you just come back from the Netherlands?"
"No, what is the status of Guoliang? What is the status of Jiahe? They must despise Jiahe for being poor!"
"Haha~ How dare you say that."
"So poor!"
"Not poor anymore, do Nidra Agriculture and Laibao Agriculture know?"
"Hiss~ They took the initiative to contact the national grain?"
Nidera Agriculture is headquartered in Rotterdam, the Netherlands, and Guo Yang had just returned from Rotterdam and had dinner with the mayor of Rotterdam...
Quanwang also acquired Previmi.
With such a big commotion, he didn't believe that Nidera Agriculture didn't know about Jiahe.
It is very likely that it was directly ignored. After all, Guoliang is the only grain merchant that can represent the official government.
How could he not know about Nidera Agriculture and Laibao Agriculture?
A crucial step for the National Grain Group in the original time and space to become a major international grain trader was the simultaneous acquisition of Nidera and Noble Agriculture.
Because of this, conflicts arose between Guoliang and four other grain traders including Cargill.
At that time, the chairman of Cargill personally called Ning Gaoning and said that the cost of overseas mergers and acquisitions was high, and if soybeans were needed, they could go directly to Cargill.
But Ning Gaoning still acquired Nidera and Laibao at the same time.
Guoliang also completed joint ventures with the four major grain traders, competing on the same stage and even surpassing them in the end.
"I shouldn't!" Guo Yang muttered, "Is Director Ning really moved?"
Fan Jian said: "It should be. Ning Gaoning has always wanted to build Guoliang into a world-leading grain, oil and food company."
Guo Yang did not pay attention to the reasons why Nidera and Laibao were to be sold at the same time, nor did he care whether the timing was advanced or not.
Global agriculture has already changed beyond recognition, and the two companies just got into trouble ahead of time.
Nidera Agriculture is also a world-renowned international agricultural products and trading company with operations in dozens of countries and a strong influence in Argentina and Brazil.
Noble Agri is headquartered in Geneva, Switzerland. It has a strong influence in Eastern Europe, especially Ukraine, and is the second largest vegetable oil exporter in Ukraine.
To be honest, Guo Yang felt a little jealous.
Jiahe has also been looking for acquisition opportunities, but if others are willing to sell, they will first look for Guoliang.
"Ning Gaoning must be under a lot of financial pressure, right?"
"Well, it's not small, but the opportunity has come. It's not Ning Gaoning's style to just let it go. He might join forces with an international investment group to acquire it."
Fan Jian seemed a little distressed and said: "In the past two years, the mergers and acquisitions have become more and more large-scale, and the upper management is also having a headache."
Guo Yang joked: "I think it's too late to be happy."
"Oh, that's not right. Do you know how much it would cost to buy all of them at once? 200 billion US dollars! Guoliang's debt ratio is not low."
"It's not that it's not low, it's very high, but if the sky falls, there are people above to support it. No matter how much debt there is, it won't worry. But I don't understand. Domestic grain imports have been greatly reduced, and there is a lack of domestic market support. It will be difficult for Guoliang to gain benefits from these two mergers and acquisitions, right?"
"Because it has more important strategic significance for participating in international competition."
“Now I understand.”
There was silence for a while, both of them seemed to be thinking, waiting for the other to speak first.
Guo Yang was holding back. There was little significance for Jiahe to participate in these two mergers and acquisitions. Jiahe's purpose was to make money. He was not so conscious.
Finally, after Fan Jian cursed inwardly, he said, "Would Jiahe like to invest some money?"
"Hey, good."
Guo Yang agreed immediately and asked, "How much is appropriate? It seems a bit bad to steal the show."
"..."
You are the only one crying poor!
Fan Jian said with a smile: "It's just a gesture, Jiahe should invest in Romania. The infrastructure there is poor, and you need to be prepared for a long time to lease land there. As for the policy, I have sent you the information, it's pretty good, and you can get a lot of subsidies."
"Ha~ Jiahe is a professional in planting."
After hanging up the phone, Guo Yang took a quick look at Romania's agricultural investment policy.
The local government provides high subsidies.
For a single agricultural project with an investment of more than 3000 million euros, the final subsidy received would be more than 2000 million euros.
It is easy to imagine how hungry and thirsty the local people are and how poor the agricultural base is.
But the land resources are also really good. It is located in one of the world's three major black soil belts, and the soil in the plains is extremely fertile.
Although conditions in Ukraine are better, the Chernobyl nuclear leak has also caused large areas of land in the north to be contaminated by nuclear radiation.
Romania, by contrast, was minimally affected.
Moreover, local farmers do not use chemical fertilizers or pesticides when growing wheat, which makes their products quite competitive in Europe.
After some research, Jiahe Grain and Oil also determined the direction of investment in the planting industry in Romania, producing organic agricultural products and food, targeting the European market.
The next step is to form a team. Romania can purchase the right to use the land for decades at one time, but the land is scattered and there is still some difficulty in selecting the land.
But this is not what Guo Yang is concerned about.
He heard a piece of news from Gao De that left him stunned.
"The Golden Snail Xanthoceras sorbifolia Oil is going to be sold out?"
"Yes, the daily sales have been increasing in the past six months, and the company has also been promoting it vigorously. As a result, it was sold out without us noticing."
The meeting was over, and the two were walking side by side in the corridor. Guo Yang said, "Come sit with me."
Gao De had no objection, and when they arrived at the office, Guo Yang boiled a kettle of water first, and then they both sat down at the coffee table.
"What's going on? I remember that we prepared 50 tons of Xanthoceras sorbifolia kernel oil for processing edible oil, and it's about to be sold out. How can I not believe it? According to the estimated price, this is 330 billion in sales."
"Well, the sales of Golden Conch are almost reaching this number."
Guo Yang's hand, which was heating the teacup with hot water, paused for a moment, and the cup made a crisp sound when it hit the table.
"Are you all doing this on purpose? You're holding your breath and are telling me now."
Gao De did not argue, and he also neglected the matter.
"Sales are rising modestly every day, and I was just happy. But when I noticed, I found that there were not many left. Fortunately, the harvest season for Xanthoceras sorbifolia is approaching this year, so I should be able to hold on for a while if I collect some and sell them later."
Guo Yang sighed: "It's a pity. Last year, the sales of 105 million tons of nut oil and 55 tons of processed biodiesel were only a few billion~"
Gao De: “…”
Guo Yang brewed tea. "But no one expected that Xanthoceras sorbifolia oil would be so popular. Pay attention this year."
Gao De pondered and said, "We have repeatedly investigated and analyzed the reasons. It is simply because the oil is of good quality. Many people have reported that it does improve cardiovascular and brain nerves."
It’s a bit magical, but this is what users say.
Guo Yang was more accepting of all this and asked, "Are there many competitors in the market?"
Gao De replied: "There are only a few cats, big and small, and the supply is very limited. There is nothing to worry about. The price can be maintained high for at least two years, but in two or three years, it may flood the country. There are too many investors who are willing to sacrifice Xanthoceras sorbifolia trees now."
Under the current circumstances, Xanthoceras sorbifolia oil has obvious development prospects when used as edible oil!
It has to be said that the speed of this market promotion is extremely fast, but when you think about Jiahe Grain and Oil's investment in logistics, warehousing and marketing, everything seems reasonable.
The terrifying profit of Xanthoceras sorbifolia oil, 330 billion in sales, more than 200 billion in profit ~ the rate of return is incredible!
This has also led to a period of explosive growth in land transfer in areas where Xanthoceras sorbifolia can be grown.
Jiahe is also ready to make some moves, and it is estimated that some cities and counties in the province can no longer hold back and want to expand their scale.
Even if the market is flooded, there is biodiesel to provide a backup.
However, resources are limited.
Water, land, seedlings...all kinds of contradictions are intertwined, making it difficult to see what the future will be like.
But there will always be problems.
I just don’t know where the problem will first appear, so I can only wait and see.
Gradually, Guo Yang became a little absent-minded while drinking his tea, and his mind drifted to the Hongqi River.
(End of this chapter)