Chapter 410 Soybean war, a gamble that newcomers will lose
Wang Qiang was inseparable from grains. He vaguely remembered that he seemed to have returned from digging a lot of bean seeds in the snow. He couldn't help but say in surprise: "Is soybeans... great?"
Su Su smiled faintly: "It's nothing great, it's already kicked out of the list of staple food by China."
Wang Qiang was a little confused: "It's just oil press?"
Susu nodded: "Yes, soybean meal after oil is still an important feed. When soybeans are just grown, they are called edamame, and when they grow up, they are called soybeans. Then green beans and black beans are all soybeans."
Wang Qiang remembered something: "It seems that the bean seeds that my brother dug out in prehistoric Lushan are green beans!"
Susu smiled and said, "You need to be cautious when growing beans, because the per mu yield of soybeans is only one-third of that of wheat, corn and corn. So if China wants to grow soybeans, then staple food cultivation will not be enough. China's limited arable land can only ensure staple food, which is a national security strategy. So soybeans are China's weakness, and there is no way. Brazil and Argentina in South America are very suitable for growing soybeans, but they are indeed controlled by the ABD industry chain. So far, 80% of China's soybeans rely on imports, so soybeans have always been controlled by others."
Wang Qiang said in surprise: "What was China's first round that was hit?"
Su Su sighed: "In fact, there were two soybean storms, one in 1999 before joining the WTO. At that time, the imported soybeans from the United States were very cheap, so China's crushing companies opened up a large number of imported American soybeans, and oil was used to produce soybean meal feed. Generally, 20% of soybeans were oil after being pressed, and the others were soybean meal, so soybean meal was a very important sales head. As a result, the European mad cow disease broke out, and the United States immediately speculated on feed, and China's soybean meal was immediately unable to sell. It immediately lowered its price and could not sell it. It shorted the soybean meal and slaughtered China's money. Brother Qiang knew whether futures were going to be?"
Wang Qiang said in surprise: "It seems like stocks, but the ones you buy are iron ore, oil, grain, etc."
Susu nodded: "Yes, let's talk about futures briefly. Futures first appeared in Chicago, USA. At that time, Chicago was a grain distribution center, and many transactions for buying and selling grain were carried out here. However, the price of grain would drop sharply when the harvest was bumper, and would rise sharply when the disaster was short of food. This made both parties who bought and sold grain feel very unhappy. Brother Qiang still remembers the middle school text "Crossing three or five more do you pay more"?"
Wang Qiang browed: "Remember, farmers thought that they would sell for a good price after a bumper harvest this year, but the rice price fell sharply, which was not as good as before."
Su Su said: "So he simply invented a contract, and agreed on the price and quantity before the grain was listed a few months in advance, that is, the forward contract! At that time, the contract will be priced at a fixed price, and no one will argue."
Wang Qiang said in surprise: "I feel like I'm just relying on the gods to make a living, it's still a trick!"
Su Su smiled and said, "What is a pit? This kind of game is exciting! If the buyer's contract price is right and the grain price is rising when it is listed, will he not make a profit? Even if he thinks that the situation is wrong and he is going to be cheated by the weather, he can resell the contract before the contract expires, so that players who are willing to take over will do this transaction. Futures are born like this. Moreover, the way of playing in the capital world is that any contract bond can be traded and speculated like stocks. Therefore, the basic gameplay of futures has developed to the futures is the same as stocks, and the shorting method is the same."
Only then did Wang Qiang understand.
Su Su continued: "The difference is that if the stock is trapped, it can be left in the stock market for as long as it takes. But after all, futures still serve commodity trading, so there is a delivery time, such as goods arrive at the port and grain listing time comes. From the time when the contract is signed to the arrival of the goods arrive at the port, players can determine the price of any day in the middle as the final transaction price, also called the 'point price', rather than a one-time trading. This is played by high-end players. Futures shorting is a high-end player among high-end players."
Wang Qiang felt something: "Like Soros, only high-end players in high-end games have the ability to suppress prices and short selling, but buying grain is buying grain. It's so easy to pay money and deliver goods at the same time. Why do you have to play futures?"
Su Su sneered: "How boring is such a primitive transaction method? This is the rule set by the International Financial Group. There are some things that must be bought in the casino! So I said before that to is also a casino."
Wang Qiang sighed: "The other party is a super player, and he is full of practical things. That's not just turning his hands to make clouds and rain. Do whatever he wants to do?"
Su Su sighed: "Yes, so this is still a casino that newcomers must lose. You can imagine how unfair some rules to the newcomer in China should be to make this newcomer player in China! The first soybean storm in 1999 was just to bankrupt a group of small and medium-sized crushing plants. Then a big deal came in 2001. China officially joined the WTO and opened the grain market according to the rules, especially the soybean market. So the four major grain merchants began to speculate on China's soybean oil demand. In fact, China does have a lot of demand, so international soybean prices began to rise, which was the same as Guan Zhong's high price to collect deer."
Wang Qiang browed: "Then Chinese farmers were caught and planted a large number of soybeans?"
Susu said in a deep voice: "Yes. The rise in soybean prices will inevitably lead to the rise in soybean oil and soybean meal prices. Many oil pressing companies, such as Jinlongyu Luhua peanut oil, rushed to the market with the wind!"
Wang Qiang immediately felt heartbroken: "Is this not increasing my memory?"
Su Su laughed and said, "The market is blind! The free market that high-end players like the most is the free market. They like to shout about freedom in the market. What is freedom? High-end players have the freedom to abuse food!"
Wang Qiang sighed: "That's right."
Su Su said coldly: "Then the two-year pig farming model is launched, which makes Chinese soybean farmers enthusiastic, and lets oil presses seek various bank loans to expand production scale. Of course, this is all about building factories for others cheaply. Let's not talk about it for now. Then the killing tricks come! China has accumulated a lot of surplus with the United States in the past two years since its entry into the WTO, and there is constant trade friction between the two sides. In short, the American people are unhappy!"
Wang Qiang cut: "Brother, please be happy or not!"
Su Su sighed: "It's a pity that strength is the most respectful. China, a working man in 2003, has no right to speak in the face of the powerful American emperor. What should the American people do if they have any opinions? Buying a Boeing plane shocks the American people!"
Wang Qiang frowned.
"What should the American people do if they have any opinions? Then buy more soybean cotton! So in 2003, China sent a huge soybean purchasing group to the United States to purchase soybeans. The members of these purchasing groups are all bosses of the Chinese oil pressing plants. But once they arrived in the United States, the US side announced a sad news to them with concern that the weather is not conducive to soybean growth this year and next year, so soybeans will continue to rise! So the price of soybeans has risen from the already high of two hundred dollars per ton to four hundred dollars per ton!"
Wang Qiang was frightened: "This is creating a high-level bubble and preparing to short-term pigs!"
Su Su sighed: "As a later generation, Brother Qiang realized that the situation was wrong, but the authorities in that era were fascinated by the authorities and were just some private entrepreneurs. How could they deal with the scams of the old giants? So they decided to investigate first. So they kept rising during the inspection. As long as the soybeans continued to rise, the soybean meal they produced would definitely rise, and there was no problem in making a profit. In the end, they chose to believe in the science of the US Department of Agriculture and signed a contract at a high price in the futures market and left Hong Kong!"
Wang Qiang said in surprise: "It's over?"
Su Su said in a deep voice: "Yes, I won't talk about the specific short selling method. In short, as soon as the purchasing group left, the United States released the latest scientific report. Previous predictions were wrong, soybeans will have a bumper harvest next year! Then the soybean prices in the futures market fell sharply, falling to one hundred dollars per ton! "
Wang Qiang said in surprise: "What about these bosses who buy beans at high prices?"
Su Su sighed: "It's over! The bankruptcy that should go bankrupt, the mobile phone that should go bankrupt, and the mobile phone that should go bankrupt, and the missing! Although the bosses who are still holding on are very angry and accused the US of manipulating prices and also united to refuse to buy American soybeans. However, after investigation, the United States found that they had no capital to refuse at all. Only ABD can supply them and was not afraid of their union at all. So the United States' next action began to fully acquire China's bankrupt oil pressing companies. Therefore, in this pit, China's oil pressing army was almost destroyed, and ABD almost completely controlled China's oil pressing industry! This soybean war, China was completely defeated!"
Wang Qiang said in surprise: "What about?"
Su Su said coldly: "Then, of course, multinational grain merchants raised the price of cooking oil without hesitation! In 2005, as mentioned earlier, oil and soybeans rose at the same time, and began to force the RMB to appreciate!"
Wang Qiang sighed: "Fortunately, soybeans are not staple food. If the staple food is defeated, what's the point?"
Chapter completed!