Cold chain for 20 years

Chapter 346 Silk Road Fund
Recently, the Department of Economics and Trade of the National Development and Reform Commission hosted a meeting. Most of the participants were large and medium-sized enterprises in Qingning. At the meeting, the unresolved issue of carbon emissions from waste water and gas was publicized, and the control of natural resource use and the paid use of resources were also made public. After explaining, the atmosphere is not as it used to be.

At the same time, all parts of the country are emphasizing the development of high value-added industries, green and low-carbon industries, and industries with stronger international competitiveness. Transformation, optimization and even elimination have become the hottest words in China's economy.

After going on a steady road for six years since 08, China's economy has experienced another kind of weakness and obvious overhang. A new round of reform is already imperative.

How to describe the general situation of the current economy? In short, there are various structural problems, such as excess low-end products and serious shortage of high-end supply.The method of state investment leading the way and the central bank printing money has been implemented for more than ten years, and reached its peak in 08 when the market was rescued by [-] trillion yuan.

Today, the macro-control and monetary policy continues to increase, but the effect is becoming less and less obvious, and the ups and downs have become the norm.Just like a pool, the more water injected does not mean the healthier the water quality environment, the bottom of the pool has become thicker and thicker over time, stagnating the entire cycle.

It can be said that China's economy is no longer on the demand side, and the dislocation of supply and demand has become the biggest roadblock, and it will also face a new round of "market clearing".

To do a good job in any industry, you need to have a deep understanding of the general economic trend, and analyze the wind direction from the general trend, which is an essential ability for the helm of an enterprise.The cold chain industry has heard many words that are closely related to itself, such as high value-added industries, the proportion of information technology, and professional personnel training.

Hu Shutong's interpretation of this is not complicated. The reform is also a slimming of the cold chain. Strengthening technological advantages and developing high-precision industries are themselves the only way for the long-term development of the cold chain.

After the meeting, Hu Shutong came to Lei Xiaoxi's office. There was nothing important here, but the two hadn't seen each other for a long time. Hu Shutong took this opportunity to pay a visit.

Today's meeting is different from the past. The wording on the emission issue can be described as harsh. Although Lei Xiaoxi did not participate, he knows better than anyone else the reason why the National Development and Reform Commission did this.

But the perspectives of the two are different, and Hu Shutong's judgment based on the industry is not comparable to the past, Lei Xiaoxi couldn't help asking, "Hu Shutong, what do you think of the recent situation, do you think there will be a clearing of the market? "

"It's hard to say, but I don't think zombie companies and high-polluting companies will be able to escape this time. Inefficient companies may face a big elimination, and those with excess capacity that cannot be seized may have to stop production. Of course, there is also the problem of unemployment. .”

Hu Shutong made it clear, because he knew that Lei Xiaoxi had a deeper judgment, and this question seemed to be weighing something.

"Director Lei should be no stranger to the big reform in 98. I was in college at that time, and I heard complaints from many students around me. It was the largest round of state-owned enterprise reform in our country, and more than 6000 companies closed down with more than 3000 million yuan. Workers are laid off."

"But looking back, capital, land, and labor have been allowed to flow back to a larger market, and the efficiency of resource use has been greatly improved. It can be said that this round of clearing has laid the foundation for rapid economic growth in the next ten years."

Lei Xiaoxi nodded, "Is this the so-called second growth curve of your company, switching tracks during the transition period, it is not easy to balance gear shifting and growth, but if it is solved during the downturn, the problem will be much less. "

Hu Shutong nodded and said, "It can also be understood in this way."

"Let's discuss these issues later, but I want to show you this thing today."

While speaking, Lei Xiaoxi handed a document in front of Hu Shutong, and when he glanced at Hu Shutong, he was a little startled, "Silk Road Fund?"

Looking down, Hu Shutong became more and more bright. This is not at the same conceptual level as any fund he has ever been in contact with. The Silk Road Fund is composed of China’s foreign exchange reserves, China Investment Corporation, the Export-Import Bank of China, Co-financed by China Development Bank!
The initial investment of the Silk Road Fund is US$100 billion, aiming to provide investment and financing support for infrastructure construction, resource development, industrial cooperation and other related projects in countries along the Belt and Road.

"It's different. The Silk Road Fund is a direct investment in medium and long-term projects. It is easier to realize the declaration of the Silk Road Fund when it is finally transferred to foreign countries. With the current foreign exchange reserves, this fund should eventually reach a scale of [-] billion U.S. dollars."

"Transformation to foreign countries", from Lei Xiaoxi's words, Hu Shutong has already understood that the Silk Road Fund is only declared by Tongxing, and will face great difficulties. Its tendency is to support the infrastructure construction of countries along the Belt and Road. Tongxing is not in this field.

This makes people can't help but realize that everything is in a big idea and in top-level construction.

The economy has an internal circulation, but also an external circulation. Through the Silk Road Fund, infrastructure construction is carried out in neighboring countries, so that the excess domestic production capacity can be absorbed.The economy is a whole game of chess, and our own structural problems can also find new ways to go in and out. In the final analysis, what are we going to do?In fact, it can all be boiled down to one word - goods.

Once the foreign infrastructure and industrial environment are changed, resource development has a new path, and the industrial combination has new opportunities, a large resource framework for the Chinese economic circle can be formed.In addition, this also involves a deeper investment in foreign exchange reserves, which not only provides more development opportunities for domestic enterprises, but also provides a broader scope for the Chinese talents, capital, and technology that Asia, Africa and Latin America have always craved.In this international cycle, behind the medium and long-term investment, it will feed back the development of our country itself.

Hu Shutong thought about it again, Tongxing could not talk about infrastructure, but in terms of industrial operation, Tongxing would never fall behind.The scale of the Silk Road Fund is fascinating, and some of the things that Yu Dajun mentioned earlier now strode into Hu Shutong's mind.

"Different? Mr. Hu?"

Hu Shutong raised his head, "Director Lei, I'll go back and make preparations."

These words made Lei Xiaoxi a little confused, "What are you going to do?"

"What Tongxing can't do by himself, he should be able to do it with a few partners."

"It's different, you have to understand the purpose of the Silk Road Fund. In the final analysis, you have to find a place in the industry where Tongxing can make great strides."

"Director Lei, what do you think of me taking everyone to grow rapeseed in Central Asia?"

"Go to Central Asia and grow rapeseed?"

……

(End of this chapter)