This chapter is free, with 2900 text and some author comments. Because there have been a lot of confused book friends recently, this chapter is mainly to fill in the gaps and explain. The subsequent plot is sensitive, and I am still considering the writing angle, so please bear with me.
text
September 10, 2001.
Huashi Technology's stock price exceeded the 1,000 mark and reached a price of 1,089.
As the market closed, w sold 327,500 lots of stocks in the opposite direction to the market, accounting for 100 of w's total holdings.
The selling is over, the stock market closes, and the market is in a panic!
At the same time, w issued an announcement stating that until the stock price of Huashi Technology did not return to a reasonable price, w would no longer consider any operations on Huashi shares from the secondary market.
The stock price is too high and I can't afford it. That's probably what it means. There is nothing wrong with it at all as mentioned in the announcement.
However, what makes countless investors and investment institutions crazy is that on this day, Tesla’s global hot sales and W’s selling did not give them any time to react, and they were all completed in one day!
And everyone going crazy is the best affirmation for Tesla!
You don’t need to look at Zhao Song’s 50 million production plan, just look at previous forecasts to know what kind of company Tesla will be!
The size is different, and the impact is also different!
Now, Zhao Song does not need to use the banner of state procurement or joint investment. With Tesla alone, he can achieve the same influence that Porsche had when facing the public.
That’s right, it’s a Porsche!
In 2008, Porsche challenged Volkswagen, and it only took two days for Volkswagen's stock price to rise from 30 to 1,005. On the third day, Porsche released 5 shares to stabilize the stock price, and Volkswagen plummeted by 48 that day!
What is even more unfortunate is that after the plunge, an even darker financial crisis ushered in!
During the entire process, major investment institutions lost a total of 20 billion, and the third richest man in Germany committed suicide by throwing himself on the train.
Later, the National Bank angrily stated that it would never fund companies that make profits from financial derivatives. This was Porsche. That second-rate dealer failed because of the super black swan of the economic crisis and was counter-takeover by Volkswagen.
The above is the prototype of Zhao Song’s backup model!
In terms of influence, one month ago, they imagined that Acer and Tesla = Porsche, and it took them a month to make Huashi Technology surge 10 times; a month later, Tesla = Porsche, and its selling would make Huashi Technology
Stone's stock price fell less than 48, not much worse.
Liao Yingzhu’s trading logic for Huashi options is to make a long-short bet with hedge funds on the 918 delivery day. Liao Yingzhu, bet short! Big leverage!
As for whether September 11th will happen and when it will happen, for Zhao Song, those are just variables and are never within the scope that must be considered!
He formulated the backup model just to convert the unpredictable negative impact of fantasy, a troublemaker, into a positive one and accumulate more energy to hit his ultimate goal!
Yes, the ultimate goal, Zhao Song has never changed!
"At least down 30!"
This is Zhang Jianmou's estimate, not for Huashi, but for the entire foundry sector.
At night, Zhang Jianmou, who was standing in front of the window, said solemnly to Lin Benjian, who came to say goodbye.
"If all the factories had united to resist when Zhao Song was trading AUO, why worry about today's situation!?"
Lin Benjian, who was thinking about what surprises he would encounter at this scientific research conference, raised his head and asked curiously.
"What on earth is he going to do?"
"Steal my business."
Zhang Jianmou said with a wry smile, then placed a stack of information in front of Lin Benjian and explained to him in detail
"In the era of compatible computers, since TE did not allow independent suppliers, all American companies would send out their design data. Many Bay Design companies would purchase those data from the market. Even if the market did not have them, they could also purchase them from Mainland Electronics.
In the garbage market, I get countless original chips and return to the company to do reverse research and development. In many cases, Bayji Electric will also provide assistance."
“The reason why Bayji Electric’s 4.6-inch production line can operate at full capacity is because of the orders from many downstream design companies surrounding it!”
"The chips in these orders have reduced the gross profit margin to less than 40%, which has caused European and American factories to give up this field, allowing the Wanwan Factory to achieve long-term development."
Lin Benjian nodded thoughtfully. He understood what the chairman meant. Before Tesla and Shenzhou entered the field of board production, Wanwan produced 90% of the world's board products, and the lower cost on the chip fed back many generations.
Manufacturers, thus allowing board and machine OEMs such as China Stone, AUO, and Guangda to gain more cost advantages.
Previously, the reason why P manufacturers in mainland China were more and more willing to let Wanwan OEM, rather than produce by themselves, was because they found that after working hard to build a supply chain, they were not as cheap as purchasing Wanwan manufacturers!
Take the power management chip on the motherboard as an example. In Wanwan, there are at least a dozen large-scale manufacturers.
Liqi, Fuding Advanced, Maoda, Anmao Microelectronics, Zhixin, Peiheng and Chongmao are all well-known names.
They surround Bayji Electronics, and their products pass through Bayji Electronics' production lines and are embedded on many boards and terminal products such as Acer, Huashi, Gigabyte, MSI, Fantasy, Tongfang, etc., forming a perfect, worth 2000
A billion-dollar ecological closed loop!
Thinking of this, Lin Benjian couldn't help but admire the old man in front of him. This ecological chain was created by this old man!
"Zhao Song"
Zhang Jianmou turned a blind eye to Lin Benjian's eyes and continued to explain, "He is the one who loves to spend money the most in the semiconductor industry and is most willing to spend money. And it doesn't all rely on financing, a lot of it is his own money!"
""
Recalling what Zhao Song said when poaching him, Lin Benjian was speechless.
"Xiao Lin, the information in hand is the counter-cyclical expansion plan of many Bayan manufacturers. In the past three months, the implementation rate of this plan has been
is 0!"
Lin Benjian raised his head when he heard this and said uncertainly, "Guancheng!?"
Zhang Jianmou nodded
"That's right! The Guancheng investment group formed by Zhao Song has a larger scale, better conditions, and lower policy preferences, so the local government and banks in Guancheng gave them the loan line.
Not only that, the investment of Bayan manufacturers in various places has been hindered to a certain extent, because under the same conditions, if the investment promotion departments in various places give loans and discounts only to Bayan manufacturers and not to Shenzhou, Zhao Song will find the senior management to scold him! "
Lin Benjian asked in surprise, "In so many places, Shenzhou is involved in all of them?"
"no."
Zhang Jianmou shook his head and said with a wry smile, "His purpose is to prevent the Bayan manufacturers from doing nothing.
Xiaolin, during the downturn of the industry, in addition to government support and bank loans for countercyclical expansion, the only way to obtain sufficient funds is the financial market."
Lin Benjian suddenly realized, "So, he came to Wanwan again."
"That's right!"
Zhang Jianmou sighed with a wry smile, "With the help of many American capital flies, relying on the power of others, the Taiwan stock market has been turned upside down!"
"The third piece of information shows the amount of capital that has entered the Gulf stock market in the past few months, as well as the number of new accounts. Xiao Lin, these bloodthirsty crocodiles are not here to invest, but to speculate!"
""
"During the downturn of the industry, the ever-increasing inventory and declining revenue were all negative, and there was no benefit. However, Zhao Song was able to pull up state procurement and joint investment by shuffling around, and created
Good news!"
"With Shenzhou in the stock market, foreign capital couldn't get in at all, so he created the Tesla concept in Wanwan, which attracted a lot of investment. In just a few months, the amount of funds in the stock market increased more than ten times. Xiaolin, can
Can you imagine how sensitive the stock market is to all kinds of news now?”
Hearing this and thinking of the age of the person on the other side of the strait, Lin Benjian suddenly felt a chill all over his body.
"All the benefits are based on grabbing various Bayan industrial markets, but why has the foundry sector increased so much?"
"Ordering because of fantasy?"
Zhang Jianmou nodded and said, "Because of fantasy, because of the sudden acquisition by that shell company, and because of that girl's genius operation, no one thought she could do so well!"
After looking at Lin Benjian, Zhang Jianmou turned to the financial team in the room and said
"Please cheer up, because the war has really entered a fever pitch, and several major international headhunters have entered the Gulf. They will definitely kill several downstream design companies in order to poach talents.
Those are all downstream industries, and Wanwan has developed on the basis of these industries. He is going to follow the same path we have taken!
And since it is a downstream industry and has access to the American government, no one will stop him except us!"
"Everyone, even if the poaching fails, he will harm others at the expense of himself, just to prevent Wanwan's counter-cyclical expansion and buy himself time!"
Hearing this, Lin Benjian nodded and said, "My Foxconn friends told me that Huahong Microelectronics is collaborating with United Semiconductor to develop the B process of power management chips. With the assistance of Foxconn engineers (purchase agreement conditions), the technical difficulty is not high.
I believe that Huahong Microelectronics’ 4-inch assembly line will be able to master this process in a short time. At least, mainland China can be completely self-sufficient in future board power management chips!”
There was a sudden silence in the office, and then the financial director asked anxiously
"Chairman, what should we do?"
Zhang Jianmou lowered his head and thought for a long time, then slowly said
"Don't worry about the foundry sector, no matter what their fate is, they are asking for it!
Everyone, early tomorrow morning, when the market reaction is not big, release all the stocks of OEM manufacturers, set aside funds, and protect those companies to death!"
"Believe me, no matter how much money he makes, he will not turn around and run away. His purpose is not to make money, but"
Today is a chapter, and this chapter is free, so the author’s words are written in the main text, and are only written for readers who read the version and curse in the main comment area of the official website, so book friends can turn off and stop reading.
Because the author's comments and chapter comments from book friends cannot be found on the website, I will say a few words in the text today to answer the negative comments from some friends.
Regarding the issue of the first clean workshop, many professional book friends have already pointed it out in the comments. I am too lazy to change it, so I will take them as the standard. It is difficult for me to publish an indignant complaint again.
Regarding the issue of trade embargo, if that stuff is also embargoed, doesn’t it mean that the equipment of the Wanwan manufacturer in mainland China doesn’t need to be embargoed?
There are many other BUs, all of which can be seen in the comment section of the book page, as long as you are reading the genuine version.
Secondly, playing in finance in BayWan is a business war, and it is to avoid being fooled in the future. Tesla does not have that much influence, as the article explains many times, so it brings American capital into the market, and it has influence. As for further
A logical question, should you read novels or scientific research reports at the starting point?
Thirdly, old readers scolded me for my love line, but I happily accepted it, because there is indeed a problem with my heart line. I changed three editors, and in addition to the net-cleaning operation some time ago, no writing below the neck was allowed, and my heart line was completely messed up.
Work hard to correct and return to the right path.
Fourth, when we sit down for dinner, no one listens to the words of those who have no money! This is my virtue, so I learned a lesson. I am only responsible for pouring tea and wine at dinner parties, without opening my mouth!
If you watch a pirated version and the comment section is full of abuse, regardless of whether it takes a lot of effort or not, I can guarantee that no one will read it!
Do you know why not? Because I don’t have any pressure to delete posts! Do you know why I can delete them accurately? Because I have the author’s background.
This is why the book page owner’s comments are all positive, so I’ll delete the post!
If the work is not good, you can just put an
Fourth, it’s okay to curse people, and it’s okay to read the board. If you want to leave a comment in the main comment area, you can write down your suggestions later, just like my old book friends. After all, people will tell me where to go.
Not good, corrections and suggestions.
It was my first time to write a book, and my current book friends all hoped that I would make great progress. They scolded me, but they gave me a lot of good suggestions and methods, as if they were investing in me - just in case.
Will this next book, which is a popular online article, be able to write something more to their liking?
You read the edition and even saw the section on Wanwan Finance, which is over one million words long. I can tell you for sure that I wrote it with all my heart. No matter how vicious you think it is, I won’t owe you anything!
Finally, the readership group is very deserted, but the atmosphere in the group is good. If you are interested, come to the group to scold or speak, if you don't have to spend any money.
Dude, don't go to the main comment area to complain. It's a market economy. Just read the forums and no one will care!
If you are more thoughtful, you can even get my address in the group, and I work and live in the same place.
I didn't buy the good reviews. I don't have the money to buy them. My salary from a small commercial property doesn't even qualify me to pay taxes to the country!
If you don’t write carefully and don’t dare to reveal your address, if I dare to expose it, I will dare to face anyone. If you send a message one day and say
Cao Mu Jiujiu, I am in Beijing xx.
Wait, I'll see you right away. Open the Qidian pp. It has more than one million words. As long as you have the title of disciple (apprentice), we can afford a fast food. When the time comes,