RINAPE :: Volume #9

#840: Must be intimate with the capital

LNMTL needs user funding to survive Read More

Comes beforehand Li Mu also didn't expect, Zhao Xianliang to be able sincere passes on so many experiences with oneself. 来之前李牧也没想到,赵贤良能够推心置腹的跟自己传授这么多经验。 The Taobao net depends on is stimulating the domestic demand and promotion economic development domain potential, obtained the high approval of government, thus also obtained many macroscopic good policies, „enters a city including computer”, reduces, vehicles to import the purchase tax to reduce as well as land land-levying and other including the enterprise tax the convenience, but this is the Economic and Trade Committee the support that gives on behalf of the country, Li Mu has not asked for the local government to ask for the milk to eat. 淘宝网靠着在拉动内需、促进经济发展领域的潜质,得到了政府的高度认可,从而也得到了不少宏观的利好政策,包括“电脑进城”,也包括企业税收减免、车辆进口购置税减免以及用地征地等方面的便利条件,不过这都是经贸委代表国家给予的支持,李牧还从来没找地方政府讨过奶吃。 Macroscopic good naturally needs the country at least is also the spot formulates, but similar land matter, must communicate with the local government, after all the local government is the benevolent official in enterprise. 宏观的利好自然需要国家至少也是部位来制定,但是类似土地这种事情,还是要跟当地政府沟通,毕竟地方政府才是企业的父母官。 Li Mu remembers some interesting rumor that first sees, has listed enterprise announcement financial statement that some successive years loses money, in the past unexpectedly unexpected realization profit, the reason of profit was the company sold out unexpectedly in Yanjing some lands for building or certain high price real estate, this news although made people think somewhat does not know whether to laugh or cry, but thinks also truly to give the person to inspire carefully very much. 李牧想起上一世看到的一些趣闻,有个别连年亏损的上市企业公布财报,当年竟然意外的实现盈利,盈利的原因竟然是公司卖掉了在燕京的某块地皮或者某些高价房产,这个新闻虽然让人觉得有些哭笑不得,但仔细想想也确实很给人启发。 Later generation Yanjing one set of first-year university student real estate frequently wants more than ten million slightly, if the school district room, one set of small family buys 20 million is not the issue, then the issue came, can how many enterprises the realization profit for the year ten million/countless? Except that makes money few such as the money printing general enterprise, a large number of enterprises, are seemingly enormous, after maintaining the entire tray revolves as usual, can achieve few profits or does not gain is great, in this case, the company sells one set of real estate is more than ten million profits, especially is naturally conspicuous in the financial statement. 后世燕京一套稍微大一点的房产动辄都要上千万,如果是学区房,一套小户型买一两千万都不是问题,那么问题来了,有多少企业能够实现年利润过千万的？除了极少数赚钱如印钞一般的企业,相当一部分企业,看起来规模极大,但是在维持整个盘子照常运转之后,能做到少盈利或者不盈利就已经非常了不起了,在这种情况下,公司卖一套房产就是上千万的利润,在财报里自然格外显眼。 Li Mu although also infiltrated the real estate domain taking advantage of Wan Ying, but all these were independent with the private work, has not developed while Yanjing Zhongguancun to five points beyond, hurried to look for the municipal government to take two places in five points, not only can solve the office problem once and for all, but can also increase strong one to the enterprise fixed asset, must know that the Yanjing land price will bundle the rocket to flee in the future upward, perhaps now the opens the mouth, the Yanjing municipal government can also many, was after equally high, open the mouth, feared that was the Yanjing municipal government also anxiety. 李牧虽然也借着万盈渗透进了房地产领域,但是这一切跟自用办公并无关联,趁着燕京中关村还没发展到五环外,赶紧找市政府在五环内要两块地,不但能够一劳永逸的解决办公场所问题,还能给企业固定资产添加浓厚的一笔,要知道燕京地价将来可是捆着火箭往上窜的,现在开口,燕京市政府没准还能多给一点,等价高之后再开口,怕是燕京市政府自己也肉疼。 Deciding, Li Mu at heart were for many several points to admire to Zhao Xianliang, the seasoned person was a seasoned person, many domains experienced to want deep many. 打定主意,李牧心里对赵贤良多了几分敬佩,过来人就是过来人,很多领域的经验比自己要深厚的多。 At this time, Zhao Xianliang saw Li Mu is mainly listens to itself saying that rarely to speak , has almost not expressed any personal view, then could not bear ask him: „Right, how did you see to the coal and steel future development?” 此时,赵贤良见李牧主要都是听自己在说、自己很少说话,也几乎没有发表什么个人观点,便忍不住问他:“对了,你对煤炭和钢铁未来的发展怎么看？” Li Mu said modestly: „I am not many to these two industry understanding, coal many also receives being influenced by what one sees and hears of some parents, knows that starting from last year the coal price starts to rise again, other was not clear, as for the steel, I know nothing.” 李牧谦虚的说:“我对这两个行业了解不多,煤炭多少还受到一些父母的耳濡目染,知道从去年开始煤炭价格开始回升,其他的也就不怎么清楚了,至于钢铁,我是一窍不通。” Zhao Xianliang said with a laugh: „Does not need you to understand very much, you only need according to your existing understanding, analyzes probably the outlooks of these two industries then.” 赵贤良笑着说:“不需要你很懂,你只需要按照你现有的认识,大概分析一下这两个行业的前景即可。” Li Mu thinks, said: „I felt the whole should relatively optimistic, after all for these years the domestic economic situation integral development momentum was very good, the energy need quantity also continually is definitely raised, moreover real estate industry such fiery/popular, in addition the infrastructure springs up everywhere, the steel demand certainly is bigger and bigger, if did not consider that national regulation level, the whole should be getting better and better.” 李牧想了想,说:“那我觉得整体上来看应该还是相对乐观的吧,毕竟这几年国内的经济形势整体发展势头很好,能源需求量肯定也在不断提升,而且房地产行业这么火爆,再加上基础建设遍地开花,钢材需求量一定是越来越大的,如果不考虑国家调控的层面,整体应该会越来越好。” Zhao Xianliang nods: „This actually, everyone is holds a favorable view on the industry aggregate trend, but the policy level somewhat touched airtight, the macroeconomic regulation and controls of these two industries were complex, once regulated, the effort was very big.” 赵贤良点了点头:“这倒是,大家都是对行业整体走势看好,但是政策层面就有些摸不透了,这两个行业的宏观调控都非常复杂,而且一旦调控,力度很大。” Saying, Zhao Xianliang was also saying: „In comparison, the steel industry is more complex than the coal industry, our domestic coal reserves are big, the yield is also big, almost is self-sufficient ; However the steel was different, our country is the iron ore are few, the personal status is low, the overall dependence imports, regulation except for country, but must be restrained the iron ore supplier, the whole is passive.” 说着,赵贤良又道:“相比之下,钢铁行业比煤炭行业还要复杂,咱们国内的煤炭储量大、开采量也大,几乎全是自给自足;但是钢铁就不同了,咱们国家是铁矿少,品位低,整体依赖进口,除了国家的调控,还要受制于铁矿石供应方,整体非常被动。” Li Mu remembered previous life very well-known iron ore negotiations suddenly, China in suffered defeat with the iron ore three giants' negotiations for successive six years, the entire China steel industry therefore paid at least 700 billion Yuan cost much, Li Mu although did not know the item(s) body situation, but remembers on the whole the primary cause was actually the defect of China steel industry right to speak before three giants. 李牧忽然想起上辈子非常知名的铁矿石谈判事件,华夏连续六年在与铁矿三巨头的谈判中败北,整个华夏钢铁行业因此多付了至少七千亿元成本,李牧虽然不知道具体情况,但大体上记得主要原因其实就是华夏钢铁行业在三巨头面前话语权的缺失。 Thinks of here, Li Mu curious inquiry: „Uncle Zhao, to control the iron ore the price, what strength needs?” 想到这里,李牧好奇的询问:“赵叔叔,如果想操控铁矿石的价格,需要具备什么样的实力？” Zhao Xianliang said with a smile: „Becoming three giants, or controls three giants, in addition has no other alternative.” 赵贤良笑道:“成为三巨头,或者控制三巨头,除此之外别无他法。” Li Mu cannot bear ask: „The are three giants who you said so fierce?” 李牧忍不住问:“您说的这个三巨头有这么厉害？” Zhao Xianliang nods: „Three giants refer to Australia BHP Billiton, Brazilian Vale as well as British Rio Tinto Group, BHP Billiton was last year merges be established by BHP and Billiton, these three enterprises are not only controlling massive iron ore capacities, the most important thing is, they dominated the international ore trade pricing power for a long time, so long as pricing power and in their hands was not weakened, our one means did not have.” 赵贤良点点头:“三巨头是指澳大利亚必和必拓公司、巴西淡水河谷公司以及英国力拓集团,其中必和必拓是去年由BHP和Billiton合并成立的,这三家企业不但把控着大量的铁矿石产能,最重要的是,他们长期把持铁矿石国际贸易的定价权,只要定价权在他们手里并且不被削弱,我们就一点办法都没有。” Li Mu asked him: „Purchases the possibilities of three giants?” 李牧问他:“有没有收购三巨头的可能？” Zhao Xianliang said with a smile: „Theoretically has, but the reality holds the difficulty to be enormous, first did not say that these three enterprise net profit spaces are huge, the capital scale that the most important thing is behind them can skid can reach ten thousand hundred million USD scales, at all is not any individual and enterprise can shake and intervene, the back of these three giant enterprises, have entire world capital participation, Wall Street bear the brunt, the enterprise that Goldman Sachs this type has the strong control ability is especially fearful ; In addition, the powerful Japanese plutocrat, Australia and Brazilian plutocrats and governments are one of them, the back interest game has jumped out of the category that the enterprise can control.” 赵贤良笑道:“理论上有,但是实操难度极大,先不说这三家企业自身净利润空间巨大,最重要的是他们背后能够撬动的资本规模能达到万亿美元的规模,根本不是任何个体、企业能够撼动和干预的,这三家巨头企业的背后,有全世界的资本参与其中,华尔街首当其冲,高盛这种有强大操控能力的企业尤其可怕;除此之外,还有强大的日本财阀、澳洲、巴西财阀及政府在其中,背后的利益博弈早就已经跳出了企业能够驾驭的范畴。” Saying, Zhao Xianliang introduced: „Actually the China many iron and steel enterprises have had the thought of intervention oil price, some enterprises even attempt to buy stock in the iron ore company, but is useless, this investing is equal to the private investor to speculate in the stock market, but the investment of most foundation occupies the stock, most can interfere with the business operation, but fixes a price to the iron ore, there is no right to speak.” 说着,赵贤良又介绍道:“其实华夏很多钢铁企业都动过干预铁矿石价格的念头,有的企业甚至尝试过入股铁矿石公司,不过没用,这种入股等同散户炒股,只是最基础的投资占股,最多能干涉一下企业运营,但是对铁矿石定价,没有任何话语权可言。” Li Mu still nods, playful saying: „That thought so, wants to control the iron ore, but must first control Wall Street......” 李牧兀自点点头,玩笑般的说道:“那这么看,想控制铁矿石,还得先控制华尔街……” Zhao Xianliang said with a smile: „Means, are the economic crisis of worldwide scale, are the economic crisis that the physical enterprise most fears.” 赵贤良笑道:“还有一个办法,就是世界范围的经济危机,实体企业最怕的就是经济危机。” Li Mu asked one subconsciously: „How to say?” 李牧下意识的问了一句:“怎么说？” Zhao Xianliang puts out one box of cigar from the drawer, gives Li Mu one, oneself a ignition, this will say with a smile: „You think that how many costs maintains an operation of coal mine to need? The government cost, goes into production the beforehand loan cost, the hardware cost, the equipment depreciation and labor cost...... these is placed in you at present. Sketchy comes up with a hypothesis, if your coal mine yearly produces 1 million tons, every year rigid cost four hundred million, then coal price, when above 400 each tons, you make money ; 400 Yuan coal prices are the operation critical point of your coal mine, if the coal price breakthrough critical point, does fall suddenly to 400 Yuan in? You felt, these costs that I said a moment ago, which can be short?” 赵贤良从抽屉里拿出一盒雪茄,递给李牧一支,自己将其中一支点燃,这才笑道:“你想啊,维持一座煤矿的运营需要多少成本？政府成本、投产之前的贷款成本、硬件成本、设备折旧和人工成本……这些都是摆在你眼前的。粗略的做个假设,如果你的煤矿年产一百万吨,每年的硬性成本四个亿,那么煤炭价格在四百块每吨以上的时候,你赚钱;四百元的煤炭价格就是你这家煤矿的运营临界点,如果煤炭价格突破临界点、暴跌到四百元以内呢？你觉得,我刚才说的那些成本,哪个能少得了？” Then, Zhao Xianliang, oneself replied: „Fact is, the cost of which link must have! Not only the cost cannot reduce, but also in the situation of loss you must stay the operation condition, cannot suspend production, once because suspends production, your worker must run, bank to worry that you are incapable of repaying the band width to seal up your coal mine, your other creditors will also come to demand repayment, when the time comes piece of chaos, how long your coal mine will unable to die, therefore lost money you still only to brace oneself even to do, lost money unceasingly, while anticipated the industry to return to warmer weather, at this time, everyone spelled on was the background, the been able to support coal mine on will go out of business to close down one after another.” 说罢,赵贤良顿了顿,自己回答说:“事实就是,哪个环节的成本都少不了！不但成本减少不了,而且亏损的情况下你还是得保持开工状态,不能停产,因为一旦停产,你的工人就要跑、银行就会担心你无力偿还带宽来查封你的煤矿,你的其他债主也会上门讨债,到时候一片大乱,要不了多久你的煤矿就会死掉,所以即便亏损你也只能硬着头皮干下去,一边不断亏损,一边期待着行业回暖,这种时候,大家拼的就是底子了,撑不下去的煤矿就会一家接着一家倒闭关停。” Li Mu mused: „A coal mine such tremendous cost pressure, three giant giant ore mining companies, the cost was also higher......” 李牧若有所思的说:“一个煤矿都这么大的成本压力,三巨头这种巨型矿石开采公司,成本也就更高了……” „Right.” Zhao Xianliang said: „If the quotation of iron ore breaks the critical points of three giants, their loss spaces will be big, do not visit it now casual one year ten hundreds of millions USD profits, if the quotation really pounded to put on, one year lost money 7-8 ten hundred million USD to have the possibility.” “没错。”赵贤良说:“如果铁矿石的行情跌破三巨头的临界点,他们的亏损空间会非常大,你别看它现在随随便便一年十几亿美元的利润,如果行情真砸穿了,一年亏损七八十亿美元都有可能。” Zhao Xianliang, shifting to a new subject, shrugs to say at this point: „Are also little significance, even if the quotation of iron ore really pounded to put on some time node, to them was not anything, their background were too thick, got up fortunately......” 赵贤良说到这里,话锋一转,耸肩说道:“不过也没多大意义,就算是铁矿石的行情在某个时间节点真砸穿了,对他们来说也不算什么,他们的底子太厚了,亏得起……” Li Mu hears here, basically had completely given up in the brain, originally is also thinking will have the opportunity to reverse China to owe in the future greatly, but now looks like, this idea on the iron ore eating too will be simply impractical, even the world steel output's first, iron ore import volume's first country cannot govern these three giants, instead by these three giant Mengkeng one, what oneself this small sun-dried shelled shrimp was considered as? 李牧听到这儿,基本上已经完全放弃了大脑里的,本来还想着自己是不是有机会能够逆转一下华夏未来在铁矿石上吃的巨亏,但是现在看来,这个想法简直太不切实际,连世界钢铁产量第一、铁矿石进口量第一的国家都没能治得了这三巨头,反而被这三巨头猛坑一笔,自己这个小虾米又算得了什么？ Zhao Xianliang at this time joke said to Li Mu: „If your enterprise can quickly do and greatly stands firm in the US (America) capital market, at your development speed, can perhaps obtain the pivotal position in Wall Street in the future, by that time, you really will someday be capable of affecting the steel industry through another level.” 赵贤良这个时候玩笑般的对李牧说道:“如果你的企业能够迅速做大并且在美国的资本市场站稳脚跟,以你的发展速度,没准将来能在华尔街取得举足轻重的地位,到那个时候,或许有一天你真有能力通过另外一个层面影响钢铁行业。” Li Mu said with a smile: „This goal may really be too big.” 李牧不由笑道:“这个目标可真是太大了。” Zhao Xianliang said with a smile: „Chatted, nothing was not possible, you can create so many MU Online / miracle in more than one year, I believe that if to overseas capital market, you can be like a fish in water as before.” 赵贤良笑道:“闲聊嘛,没什么事情是不可能的,你能在一年多时间里创造这么多奇迹,我相信如果到了海外资本市场,你依旧能够如鱼得水。” Saying, Zhao Xianliang is reminding: „But, the matter I want to remind your.” 说着,赵贤良提醒道:“不过,有一件事我想提醒你一下。” Li Mu busy say/way: „You said.” 李牧忙道:“您说。” Zhao Xianliang meaningful saying: „Must contact the capital, not only need contact the capital , to understand that the entire capital market, and capital cooperates much, in brief In short, must be intimate with the capital! Regards the sweetheart the capital!” 赵贤良意味深长的说道:“要多接触资本,不但要接触资本、还要了解整个资本市场、和资本多合作,总而言之一句话,要亲近资本！把资本当成情人！” although does not understand internet, but Zhao Xianliang also sees Li Mu to the financing great care, Muye Science and Technology melted two rounds not to have the sound, the Taobao net simple one round has not melted, this in his opinion, although Li Mu this can stress more stockholder's rights in the hand, but this was not the true health pattern. 虽然不懂互联网,但赵贤良也看出李牧对融资格外谨慎,牧野科技融了两轮就没动静了,淘宝网干脆一轮都没有融,这在他看来,虽然李牧这样能把更多的股权抓在手里,但这并不是真正健康的模式。 At this time, Zhao Xianliang smoked a cigar, continued saying: „The pattern of true health, certainly has sense of purpose will look for one to have the capital of long-time help to cooperate to you in the future, sacrificed part of stockholder's rights, received in exchange a lot of cash, simultaneously realized the interest entanglement with the capital, drew an analogy, if you accepted the capital of Wall Street, then in the future you , to go on the market in US (America), the capital will certainly exhaust all strengths, to start all channels and relations helps you promote. When you were familiar with the capital circle, in the hand also had the adequate fund and resources, when the time comes you change, oneself became the capital!” 这时,赵贤良抽了一口雪茄,继续说道:“真正健康的模式,一定是有目的性的找一家对你未来有长久帮助的资本进行合作,牺牲一部分股权,换回大量现金,同时和资本实现利益捆绑,打个比方,如果你接受了华尔街的资本,那么未来你如果想在美国上市,资本一定会用尽所有力量、发动所有渠道和关系来帮你推动。等你熟悉了资本圈,手里又有了足够的资金和资源,到时候你摇身一变,自己就成了资本！”
To display comments and comment, click at the button