Chapter 840

Li Mu didn't expect that Zhao Xianliang would be able to impart so much experience to himself.

Taobao has been highly recognized by the government for its potential in stimulating domestic demand and promoting economic development. It has also received many macro favorable policies, including "computer access to the city", as well as enterprise tax relief, vehicle import and purchase tax relief, land acquisition and other convenient conditions. However, this is the support of the economic and Trade Commission on behalf of the state. Li Mu I have never asked the local government for milk.

The macro benefits naturally need to be formulated at least by the state, but for things like land, it is necessary to communicate with the local government. After all, the local government is the parent of the enterprise.

Li Mu recalled some anecdotes that he had seen in the last life. Some listed companies that had lost money for years published financial statements, and unexpectedly made profits in that year. The reason for the profits was that the company sold a piece of land or some high-priced real estate in Yanjing. Although this news made people feel a little sad, it was really enlightening to think about it carefully.

In the future, a slightly larger house in Yanjing will cost tens of millions. If it's a school district house, it's not a problem for a small house to buy 120 million yuan. So the question is, how many enterprises can achieve an annual profit of more than tens of millions? In addition to a few enterprises that make money like printing money, quite a few enterprises seem to have a large scale, but after maintaining the normal operation of the whole plate, it's amazing that they can make little profit or no profit. In this case, the company's selling a set of real estate is tens of millions of profits, which is particularly prominent in the financial statements.

Although Li Mu has infiltrated into the real estate field through WANYING, it has nothing to do with his own office. While Zhongguancun in Yanjing hasn't developed beyond the Fifth Ring Road, he quickly asked the municipal government for two pieces of land in the Fifth Ring Road, which can not only solve the problem of office space once and for all, but also add a strong sum to the fixed assets of the enterprise. We should know that the land price in Yanjing will be bound in the future Rocket up, now open, Yanjing municipal government may be able to give a little more, equivalent high after opening, afraid that Yanjing municipal government itself also flesh pain.

Li Mu has made up his mind to admire Zhao Xianliang a little more. The person who came here is the person who came here. He has much more experience in many fields than himself.

At this time, Zhao Xianliang, seeing that Li Mu was mainly listening to himself, seldom speaking, and hardly expressing any personal views, couldn't help asking him, "by the way, what do you think of the future development of coal and steel?"

"I don't know much about these two industries," Li said modestly. "Coal is still influenced by some parents. I know that since last year, the price of coal has started to rise, and others are not clear. As for steel, I don't know anything about it."

Zhao Xianliang said with a smile, "you don't need to know very well. You just need to analyze the prospects of these two industries according to your existing understanding."

Li Mu thought for a moment and said: "I think it should be relatively optimistic on the whole. After all, the overall development momentum of the domestic economic situation in recent years is very good, and the energy demand is definitely increasing. Moreover, the real estate industry is so hot. In addition, the infrastructure construction is blooming everywhere, and the steel demand must be increasing. If we do not consider the level of national regulation and control Face, the whole should be better and better. "

Zhao Xianliang nodded: "this is true, everyone is optimistic about the overall trend of the industry, but the policy level is a bit elusive, the macro-control of these two industries are very complex, and once the control, the strength is very large."

Said Zhao Xianliang: "in contrast, the steel industry is more complex than the coal industry. Our domestic coal reserves are large, the mining volume is large, and almost all of them are self-sufficient. But the steel industry is different. Our country has less iron ore, low grade, and relies on imports as a whole. In addition to the regulation and control of the country, it is also subject to the iron ore supplier, which is very passive as a whole."

Li Mu suddenly thought of the famous iron ore negotiation event in his last life. For six years in a row, Huaxia failed in the negotiation with the three iron ore giants. As a result, the whole Chinese steel industry paid at least 700 billion yuan of cost. Although Li Mu didn't know the specific situation, he generally remembered that the main reason was the lack of discourse power in front of the three iron and steel giants.

Thinking of this, Li Mu asked curiously, "Uncle Zhao, if you want to control the price of iron ore, what kind of strength do you need?"

Zhao Xianliang said with a smile, "there is no other way to become or control the three giants."

Li Mu couldn't help but ask, "how powerful are you talking about these three giants?"

Zhao Xianliang nodded: "the three giants refer to BHP Billiton of Australia, Vale of Brazil and Rio Tinto of the United Kingdom. BHP Billiton was incorporated last year by BHP and Billiton. These three enterprises not only control a large amount of iron ore production capacity, but most importantly, they control the pricing power of international iron ore trade for a long time, as long as the pricing power is in their hands And without being weakened, there is nothing we can do. "

Li Mu asked him, "is it possible to buy the three giants?"

Zhao Xianliang said with a smile: "in theory, but it's very difficult to practice. First of all, the net profit space of these three enterprises is huge. The most important thing is that the scale of capital they can leverage behind them can reach trillions of dollars. It's not that any individual or enterprise can shake or do anything. Behind these three giant enterprises, there are capitals from all over the world. Wall Goldman Sachs, which has a strong control ability, is particularly terrible. In addition, there are powerful Japanese plutocrats, Australian, Brazilian plutocrats and the government among them. The interest game behind it has long been beyond the scope that enterprises can control. "Said Zhao Xianliang: "in fact, many iron and steel enterprises in China have tried to intervene in the price of iron ore. some enterprises even tried to invest in iron ore companies, but it's useless. This kind of investment is equivalent to retail investors' stock speculation. It's just the most basic investment, which can interfere with the operation of enterprises at most, but there is no right to say anything about iron ore pricing."

Li Mu nodded and jokingly said, "if you want to control iron ore, you have to control wall street first..."

Zhao Xianliang said with a smile: "there is another way, that is, the worldwide economic crisis. The real enterprises are most afraid of the economic crisis."

Li Mu subconsciously asked, "how to say it?"

Zhao Xianliang took out a box of cigars from the drawer and handed them to Li Mu. He lit one of them himself. Then he said with a smile: "you think, how much does it cost to maintain the operation of a coal mine? Government costs, pre production loan costs, hardware costs, depreciation of equipment and labor costs These are all in front of you. Let's make a rough assumption. If your coal mine has an annual output of one million tons and a hard cost of 400 million yuan per year, you can make money when the price of coal is more than 400 yuan per ton. The price of 400 yuan is the critical point of your coal mine's operation. What if the price of coal breaks through the critical point and plummets to within 400 yuan? You think, which of the costs I just mentioned can be reduced? "

After that, Zhao Xianliang paused and said to himself, "the fact is that the cost of any link is not small! Not only the cost can't be reduced, but also you have to keep the operation status and stop production in case of loss, because once the production is stopped, your workers will run away, the bank will worry that you can't pay the bandwidth to seal up your coal mine, and your other creditors will come to collect the debt, when the time comes, there will be a big chaos, and soon your coal mine will die, so even if you lose money, you can only be hard If we continue to work hard, we will continue to lose money and look forward to the recovery of the industry. At this time, what we are fighting for is the foundation. The coal mines that can't survive will close down one by one. "

"The cost pressure of a coal mine is so great," Li Muruo said thoughtfully. "The cost of the big three mining companies is even higher..."

"That's right." Zhao Xianliang said: "if the iron ore market falls below the critical point of the three giants, their loss space will be very large. You don't see that it now casually makes more than one billion dollars a year. If the market really breaks through, it is possible to lose seven or eight billion dollars a year."

When Zhao Xianliang said this, he shrugged his shoulders and said, "but it doesn't make much sense. Even if the iron ore market is really broken at a certain time, it's nothing to them. Their foundation is too thick and they can afford it..."

When Li Mu heard this, he basically gave up the mental lust in his brain. He was wondering if he would have a chance to reverse the huge loss of iron ore in China in the future. But now, it seems that this idea is too unrealistic. Even the countries with the world's largest steel output and iron ore import have failed to control the three giants, instead, they have been punished by the three Giant mengkeng a pen, their own small shrimp is what?

Zhao Xianliang jokingly said to Li Mu at this time: "if your enterprise can grow rapidly and stand firm in the capital market of the United States, with your development speed, it may be able to gain a decisive position on Wall Street in the future. At that time, maybe one day you really have the ability to influence the steel industry through another level."

Li Mu could not help laughing and said: "this goal is really too big."

Zhao Xianliang said with a smile: "it's impossible to chat. You can create so many miracles in more than a year. I believe that if you go to the overseas capital market, you can still be as good as water."

Said, Zhao Xianliang reminded: "however, there is one thing I want to remind you."

"You say," said Li Mu

Zhao Xianliang said meaningfully: "to have more access to capital, we should not only have access to capital, but also understand the whole capital market and cooperate with capital. In a word, we should be close to capital! Think of capital as a lover! "

Although he didn't know the Internet, Zhao Xianliang also saw that Li Mu was particularly cautious about financing. After two rounds of integration of Muye technology, there was no move. Taobao didn't integrate in one round at all. In his opinion, although Li Mu could hold more shares in his hands, this is not a really healthy model.

At this time, Zhao Xianliang took a sip of cigar and continued: "the real healthy mode must be to purposefully find a capital that can help you for a long time in the future, sacrifice a part of equity, exchange for a lot of cash, and at the same time tie up with the capital to realize benefits. If you accept the capital of Wall Street, then in the future, if you want to go public in the United States Capital will definitely use all its strength and launch all channels and relationships to help you push forward. When you are familiar with the capital circle and have enough funds and resources in your hand, you will become capital by changing yourself! "