During the sharp decline of Anshi shares in the past year, many institutions fled one after another. They were really unable to withstand it. Even the social security funds liquidated more than half of their positions, and Wanxiang Group also ran away. If the holding costs were not low enough, maybe
Like other institutions, they have to cut their flesh and leave the market. Wanxiang's shares in Anshi are not managed by Tiansheng Capital, but are just concerted actions.
Chaoyun Trust actually wanted to run away, but the 888 million shares belonging to Chaoyun were managed by Tiansheng Capital, and Lu Ming did not decide to sell. Therefore, Chaoyun resisted all the crashes, and the market value of its positions once exceeded 100 billion.
, and now there is only less than 16 billion left. After three years, I returned to the far point and felt lonely. Taking into account the inflation rate in three years, this investment may have been a loss. Chaoyun felt miserable in his heart.
To say that among all the shareholding institutions, Chaoyun Trust is the most unhappy. If it were an ordinary GP managing this investment, Chaoyun Trust would have withdrawn its capital long ago. However, in the past three years, Chaoyun Trust has
The assets managed by Tiansheng Capital still provide generous returns on the whole, so there is nothing to say.
Furthermore, none of the 967 million shares owned by Tiansheng Capital was sold. Although Tiansheng Capital publicly lowered the rating of Anshi Group and reduced its holdings, the reduction was from the holdings of Tiansheng Value Growth Hybrid Fund.
As for the shares, Tiansheng Capital’s own investment holdings have not been moved and are unlikely to be moved.
Lu Ming actually wanted to sell it, and then bought it back at a low price to make a super big T. The reason why he didn't move and resisted the whole decline was because he couldn't move. Selling meant losing what he had won in the "Anty Equity War".
The "Shang Fang Sword" is equivalent to returning the power to the An family in advance.
Maybe when Mr. An takes back the power and no one can threaten the An family's control over the An Group, the old man backfires and cancels the original dividend agreement, and Lu Ming will have nothing to do with him.
.
After the previous war with Antian, the old man had already filled up all the loopholes in the equity structure of the Anshi Group. Now he is waiting for the "Sword of Shang Fang" in the hands of Tiansheng Capital to expire. As soon as it expires, the Anshi Group will be firmly in control.
It's in the hands of the An family.
Although he is the future father-in-law and has a relationship of marriage, the shopping mall is like a battlefield with unpredictable changes. People who can build such a huge foundation will definitely not be trapped by emotions, and they must not be ordinary people.
Lu Ming is also not a mediocre person. Every code is a code. He is also responsible for the LPs of Tiansheng Capital. If the old man really makes a ridiculous operation, Chaoyun Trust will suffer a big loss.
Maybe it’s really just three years of playing a lonely rhythm.
…
February 6, the second day of the lunar month.
Today, Lu Ming came to the An family residence to pay New Year greetings as his prospective son-in-law. This time he was celebrating the New Year in Ningzhou City, so he just went to visit his future father-in-law. After all, he was in Ningzhou, so he still had to come here.
Lu Ming is the only guest in An's family today, but it's not big enough.
After the luncheon, An's father and son and Lu Ming were chatting together in the living room. The two parents were already chatting at the dinner table. Behind one side was An's Group, and behind the other side was Tiansheng Capital. Now they are together.
It is impossible for children to only talk about their parents' shortcomings.
"This transaction with Huijing has been initialed two years ago. As expected, the entire transaction will be completed in the first quarter of this year." An Jinhong said that initialing the contract is a prerequisite for the formal contract, which seems to be very
of success.
Mr. An didn't say anything. He took a sip of tea. He didn't have any Alzheimer's disease at all, and he had nothing to pretend to be at home.
At this time, An Jinwei couldn't help but said: "Brother Ming, are the climate issues you mentioned reliable? If there are no black swan events in the future, this business will be a big loss."
An Jinwei's "personality" on the outside is that of a playboy, but in fact this is not the case. It can only be said that this family is all drama stars.
Lu Ming knew that what he said was actually what Mr. An wanted to ask, but it was said through his youngest son's mouth that the reason why the An family decided to make this deal was Lu Ming's strong suggestion at that time, otherwise the old man would never have done it.
It may be possible to package and sell its cultural and tourism industry projects, including the newly launched real estate projects.
"Global warming is a fact. The main cause of climate change since the middle of the twentieth century is human activities. There is no need to doubt this." Lu Ming said methodically: "A research report was sent to me before the holiday.
On the table is the carbon dioxide concentration change curve."
Although Tiansheng Capital is a non-bank financial company, An Jinhong and others were not surprised that such a report appeared on Lu Ming's desk, because they knew that Lu Ming was in charge of another important matter besides Tiansheng Capital.
A top-level institution is the Science and Livelihood Fund, which funds various scientific research on a large scale.
Lu Ming continued: "The earth has always had a pattern of alternation between hot and cold. The report contains a comparison chart of the carbon dioxide concentration change curve, the sea level change curve, and the Antarctic stabilization change curve, which impressed me deeply. They have amazing similarities.
, it will fluctuate back and forth over the past 800,000 years, just like a stock chart that oscillates back and forth within a box.”
"These regular ups and downs of the curve show that the earth has been experiencing cyclic fluctuations of alternating cold and heat. The upward process is towards the interglacial period, and the downward process is towards the glacial period. Every time the carbon dioxide concentration curve rises to 280ppm, it will
Reversal, it has reached the peak of 280ppm again in recent years. It seems normal to be hotter, and according to the past alternation between colder and colder, the future should be a downward trend, just like the stock market, which will plummet."
An Jinwei couldn't help but said: "Yes, then why..."
Lu Ming said: "But the problem is that humans have broken this rule. Do you know what the latest ppm is?"
An Jinwei subconsciously asked: "How much?"
Lu Mingyan is concise and concise: "As of 2019, which is now, the carbon dioxide concentration has soared to more than 400 ppm. This is unprecedented in the past two million years. It is an iron fact that human activities have broken the balance of the earth's environment. It is no longer a matter of considering returning to the ice age.
, but a question of whether coastal cities will be submerged in the next one or two hundred years. Global warming is no longer a future concept, but an urgent problem that must be faced."
An Jinhong said in shock: "Is it so serious?"
Lu Ming said solemnly: "Under such a general environmental background, what Academician Ding said eight or nine years ago will become a reality. Carbon dioxide emission rights will become a very scarce commodity. If you don't have enough, you have to buy it."
, Carbon emission rights mean development rights, and the implementation of carbon trading is already foreseeable."
"Such a major global issue is bound to be inseparable from international political struggles. Returning to the practical level, the climate issue is definitely not a simple climate science issue, but the imminent situation does not prevent the world from preventing climate change.
Warming up, transnational cooperation to control the climate on a stable fluctuation curve and prevent it from getting out of control will definitely become a global consensus."
An Qilong said concisely and comprehensively: "You mean, companies dealing with climate issues must also consider transformation or even comprehensive transformation?"
Carbon emission rights are development rights. If they are not enough, you have to buy them. This is self-evident for enterprises.
Lu Ming said with a smile: "The old man hit the nail on the head. Not only in the cultural tourism industry, Anshi Group must consider withdrawing from some industries that are too polluting and complete the transformation work as soon as possible. Of course, this is still
My personal suggestion is, old man, you can make up your own mind whether you want to do this or not."
Anshi Group is a large group with diversified operations, involving many industries, and industrial manufacturing also accounts for a large proportion of Anshi Group's business segments.
Lu Ming continued: "Once a substantive international consensus is reached, energy conservation and emission reduction and carbon neutrality are certain. Over the years, our country has been vigorously pursuing energy conservation and emission reduction development of new energy technologies. Carbon neutrality is through afforestation or new energy technologies.
We will absorb and store atmospheric carbon, and in the future we will vigorously promote carbon neutrality and clean energy industries internationally."
"The reasons are very simple. There are only two reasons. The first is that the climate problem is imminent and there is no way to postpone it even if we want to. The second is that in the manufacturing of clean energy, whether it is photovoltaic power generation equipment, hydropower generation equipment, or wind power generation equipment,
At present, our country's technology has reached the world's advanced level. In the wind power, hydropower and photovoltaic power industries built and invested globally including North America and Europe, more than half of the equipment is provided by our country, ranking first in the global market share.
"
Lu Ming's words need not be said too much. An Jinhong and others understand that with the world's largest market share, there is no reason for the country not to vigorously promote carbon neutrality around the world. The development and promotion of new energy industries is an effective strategy to solve the current climate problem.
At the same time, it will also greatly benefit the development of related domestic industries around the world, which is a huge benefit.
If you want to be carbon neutral, you have to develop new energy, right? If you want clean energy, do you have to buy equipment? Whose equipment should you buy? The answer is self-evident.
In those years when domestic new energy technology had not yet emerged, Europeans and Americans have been talking about protecting the environment and vigorously developing new energy, such as wind power, solar power generation, etc. Europeans and Americans have been talking about it every day.
Today, after China accounts for more than half of the world's market share, Europeans and Americans no longer mention it, and even start to stop it. For example, Europe even strictly restricts the purchase of photovoltaic and wind power equipment in Greater China.
It can be seen that it is really naive to simply reduce climate issues to climate science issues. Behind this are political issues, economic issues, development issues, etc.
What I have to say is that the domestic manufacturing capacity is indeed as strong as a tiger. If all countries in the world are to be awarded the title of "Rolling King", our rabbit will definitely do its part.
In the field of new energy, let’s talk about the photovoltaic industry. As an emerging industry, it has only been developed for a few years. However, in the past few years, domestic photovoltaic companies have brought this emerging industry to production capacity.
The degree of surplus makes Europeans and Americans just want to pop out 10,000 "Majafake". It's no wonder that they gradually stop talking about new energy, because the biggest profiteer is the rabbit in the east!
But now global warming is a fact that we have to face. Europeans and Americans have to mention it even if they don’t mention it, otherwise the problem will be more serious in the future. The earth does not need human protection. Protecting the environment is only human self-preservation behavior. If the climate is allowed to get out of control, it will be
