Agricultural giant since 1983

In the past year, China's soybean industry seemed to be calm at first glance, and there was even good news. First, the national soybean harvest increased to nearly 700 million tons, setting a new historical record; at the same time, the total soybean imports Instead of rising, it fell, from 2001 million tons in 300 to 100 million tons last year. The domestic harvest and reduced dependence on imports seem to be a good thing.

However, this is not the case, because while imports are decreasing, domestic soybean crushing capacity is rising rapidly. In 2000, my country's daily soybean crushing capacity was less than 7 tons, and the annual soybean processing capacity was about 2000 million tons; The capacity has exceeded 13 tons, and the annual soybean processing capacity is close to 4000 million tons, which has doubled in two years.

The number of domestic soybean crushing factories has increased to thousands, and most of the new soybean crushing factories are located near coastal ports. They buy imported soybeans, and then squeeze oil to produce vegetable oil and soybean meal for sale. Now people's living standards are further improved. The demand for edible oil and meat and egg foods is also growing, so the soybean oil and soybean meal produced do not have to worry about the market at all.

As long as it can be produced, people will want it immediately. The market demand is extremely strong, and the sales price has remained high for a long time. This makes oil extraction a huge profit industry. Even if you borrow usury to build a factory, you can make money in a very short time. There is still a surplus to pay off the money, so a large number of speculators are attracted to this industry, and they have adopted legal or illegal means to build factories and acquire soybeans for oil extraction.

According to the analysis and calculation of Huinong's research department, with the current development speed, by 2004, my country's soybean crushing capacity will exceed 20 tons per day, and the annual soybean processing capacity will exceed 6000 million tons; since 2000, almost every year It can increase the crushing capacity of soybeans by 1000 million tons.

But it is easy to build a factory, but it is not so simple to plant soybeans. In 2002, the total national soybean production and total imports were less than 4000 million tons. If the development continues at this speed, by 2004, there will be There will be a shortage of 2000 million tons of soybeans, and a large number of factories will face the phenomenon that there will be no soybeans available. In order to compete for soybeans, these factories will inevitably adopt a strategy of raising the purchase price. Prices are raised even higher.

Relevant media gave their own judgments when doing relevant analysis. They believe that if the soybean import volume exceeds 1400 million tons this year, the domestic soybean market will remain in a sluggish state; Market prices will still fluctuate wildly.

But in fact, the total import volume of soybeans this year soared from 100 million tons last year to more than 2000 million tons, almost doubling, and the price not only did not remain depressed, but climbed all the way, reaching those oil mills To the extent of losing money.

The ability of these oil mills to resist risks is very poor, because the scale of these factories is usually very small, and those that can squeeze [-] tons of soybeans per day are considered large factories, and most of them have a daily crushing capacity of dozens of tons, or even only a dozen tons There are only a handful of small factories with more than [-] tons in the whole country, only a few such as Luhua, COFCO, and Yihai Kerry. At the same time, Cargill invested in a large-scale oil extraction company with a daily crushing capacity of more than [-] tons in Nantong. factory, but it has not yet been completed and put into operation.

These oil mills all follow the trend and want to make quick money. They lack neither financial strength nor sufficient technical level, let alone storage capacity. They have no money and are unwilling to hoard a large amount of soybeans. Anyway, the ports are often full Soybean bulk carriers come over, and when they need soybeans, they can go directly to the port to pick up the goods, so once they encounter risks, they must be the most anxious.

"Hey, it's hard to persuade the damn ghost, the four major grain merchants are going to close their nets, and they are still running in!" Li Lei sighed repeatedly when he saw these data, this is like a fish in a fish pond. I watched that there was something delicious in the fisherman's nest, but I didn't notice that they had set up the nets and waited for them to go in.

"Give these data and your judgments to Zhang Xiu, and let him publish an article in a hurry to remind investors to pay attention to the problem of excess oil extraction capacity and insufficient soybean supply!" Li Lei ordered, although these people are not worth it. I sympathize, but what needs to be done is still to be done. The secretary hastened to write down the information.

After "Food Wars" was published, thanks to the high quality of the book and the full promotion of major Internet companies, it quickly became a bestseller, and Zhang Xiu also became the most popular writer in the country, just like Yu Qiuyu in the past two years Similarly, the major media rushed to report, and various TV programs also invited him to appear on the scene.

Naturally, Li Lei would not let go of such a good publicity opportunity, so he gave Zhang Xiu another sum of money to remind everyone to pay attention to food safety issues when he was interviewed and on programs. Select a few ruthless methods in the process of making a fortune, and describe in detail the four multinational giants that were not noticed by many people in their own countries. They turned out to be well-known companies in China that could once be compared with Microsoft and Coca-Cola.

Zhang Xiu also reminded the crisis facing the soybean industry many times, and some people listened to it and gave up their plan to invest in an oil extraction plant. They paid back their capital and started to make profits within a month, and they couldn't help scolding Zhang Xiu for delaying their own earning, so they quickly gave up other projects and started an oil extraction factory again.

For this reason, Zhang Xiu was often scolded, but he did not change his original intention at all. He still followed Li Lei's instructions and reminded everyone to be vigilant and cautious. Doing so would cause controversy. For literati, controversy is never terrible. If you scold him, there will be hot spots, and if you have hot spots, you can maintain your popularity; secondly, Li Lei is still giving him money continuously, and you can make money and maintain popularity. Where can you find such a good thing!
On the Internet, Zhang Xiu’s supporters and opponents are also arguing non-stop. Supporters think that the data is right in front of them, and there will definitely be a large gap in soybeans. Once the gap expands to a certain extent, price increases will become inevitable. , Those who invest in oil mills will be hit sooner or later.

Opponents believe that the global soybean production is so high that it was close to 1000 million tons last year, and it is still increasing at a rate of 1000 million tons per year. Will China's soybean shortage next year exceed [-] million tons?This is impossible!The Chinese are not so rich!
As for the control of soybeans by the four major grain companies, it is nonsense. Although the soybean production of the United States accounts for more than 15.00% of the global total, Brazil is not much less than them, Argentina also exceeds [-]%, and China is close to [-]%. In Bolivia, Ukraine, Paraguay, Canada, Uruguay and other countries, the global distribution of soybeans is still relatively loose, and it is impossible to be controlled by just four companies.

The two sides are constantly chattering, and there are many of them who directly explode after breaking the defense, but the proportion of citing data and data for debate is still relatively high. This is where the early days of the Internet are better than the later ones. Who has the patience to look up information and turn over data?Just put the hat on.

Li Lei not only spoke through Zhang Xiu, he also reminded everyone to pay attention when he was interviewed by reporters. Since 2000, he has replaced Mr. Rong and occupied the throne of the richest man in the country for several consecutive years. Oil and soybean meal are both important business segments of Huinong, and such a person must be more convincing than Zhang Xiu.

However, some people still express doubts. Conspiracy theorists say that Huinong has a listed edible oil company like Luhua under Huinong, so he certainly does not want everyone to join the oil extraction industry and compete with Luhua for raw materials and finished product markets, so they satirized on the Internet Dao, you, Li Lei, became the richest man in the country by extracting oil, so we can’t even drink some soup if we want to?You can't eat alone, can you?
If you are not optimistic about the prospects of the soybean industry, why let Luhua continue to open branches in various places to increase oil extraction capacity?Those small factories can squeeze at most [-] tons of oil a day, and your latest branch factory in Luhua is going to be equipped with a large-scale production line with a daily crushing capacity of more than [-] tons!

This is indeed true. Although the soybean industry will soon face an abnormal storm, in the long run, China's demand for soybean oil and soybean meal will continue to increase, so it is very reasonable for Luhua to expand its production scale at this time one thing.

But this matter that Luhua can do does not mean that those small companies can also do it, so Li Lei also responded directly when interviewed by reporters, "Luhua has the ability to resist risks, and those small companies do not! Luhua can rely on the long-term agreements signed with foreign suppliers and its own inventory to avoid the risk of soybean price increases!"

"This is not available in small oil mills. Foreign suppliers will not sign long-term supply agreements with small companies. They basically purchase soybeans in spot transactions. People say that they can only accept price increases; and there is no inventory. If Cargo ships encounter storms at sea and arrive at the port a few days late, and they have to stop production. These small businesses have no foundation, and they will not be able to withstand the slightest wind! What's more, there is an unprecedented storm coming soon!"

Some people seriously considered what Li Lei said, and felt that it made sense. Although their own oil extraction factory seems to be booming now, if they really encounter problems, they really do not have the ability to resist these risks!So there was a determined person who immediately sold his factory and left. Now the soybean oil extraction industry is in full swing. Today, there is a rumor that the factory is going to be sold, and at night someone drives over with cash to buy it!

It's a pity that there are only a small number of such people. Most people still have a fluke mentality, thinking that this business can go on for a long time. Even if there are any problems in the future, they just need to be smart and run quickly. There must be someone more stupid than me to take over .

In addition to private channels, officials are releasing similar news one after another. The Ministry of Agriculture, COFCO, China Grain Reserves and other relevant agencies have issued early warning messages. These have also reminded some people, but the status quo of the rapid increase in oil extraction capacity still cannot be changed. There is no way , Now this business is too profitable.

This is the same as reminding everyone not to invest in real estate in 16/17. Everyone only saw the boom in the real estate market. Who would have thought that it would be wailing in a few years?
And the most important thing is that China's demand for soybean oil and soybean meal will definitely continue to grow. Neither Li Lei nor the government can deny this. If this is the case, why can't they invest in oil mills?No matter how powerful the four major grain merchants are, can they still compete with the country?This is what many people think.

However, in many cases, the combination of several companies can indeed make some countries suffer, even a big country like China is no exception; the four major grain merchants siege Chinese soybeans is a case, and the three iron ore giants BHP Billiton, Rio Tinto, and Vale Raising the price of iron ore is another example.

When Li Lei met with the leaders of Sinograin, COFCO and other related companies for a meeting, he could only shake his head and smile wryly when he mentioned these things. The companies with the strongest ability to resist risks were terrified, for fear that their preparations were not sufficient, and those who had almost nothing It is too abnormal for small businesses with risk resistance to flock to it.

But everyone thinks about it, in the history of human business, it seems that this situation is the norm. When encountering an economic crisis, large institutions always run the fastest, while those small institutions become cannon fodder one after another, because everyone acquires information, The ability to analyze information is not on the same level at all.

They can only do their best. Li Lei continues to secretly purchase soybeans all over the world. China Grain Storage continues to free up new warehouses for him to store these warehouses. fight in full swing
Now that Wang Jiafen has replaced Wang Desheng as the new head of Wanda Mountain, Li Lei entrusts her with this task with confidence, while he devotes most of his energy to the preparations for this soybean war. Now he hoards an extra ton of soybeans , It is equivalent to one more bullet on the battlefield. The more bullets in hand, the greater the hope of winning in the future.

As for the work of other business departments, there are also reliable responsible persons in charge. Li Lei only needs to pay a little attention, but a sudden episode still interferes with Li Lei's preparations for the battle.

Sun Dawu, chairman of the Dawu Group, who had visited Li Lei at Huinong headquarters and asked Li Lei to help him apply for a loan, had an accident. He was arrested by the relevant department on charges of "illegally absorbing public deposits! "

This news immediately aroused extensive media reports, and also aroused huge repercussions in the business community. There was a heated debate on this issue in the academic and legal circles. For a while, Sun Dawu's arrest became a hot topic.

Because he had dealt with Sun Dawu before and was also engaged in agricultural business, many media found Li Lei and asked him his views on this matter. The Dawu Group also called Li Lei, asking him to help rescue Sun Dawu.