Chapter 586 What is the combination of Coffee Moutai?
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Yun Zhong Jun Wang
Financial fraud has been criticized and there is basically no solution.
If it were placed in the A-share market, it would most likely be publicly criticized, a few people would be severely punished for entering the capital market for a few years, and a mild fine of 60 yuan would be fine.
However, this is not the case in the U.S. stock market. Financial fraud will not only compensate investors for huge losses, but will almost certainly lead to delisting.
Lu Yaodong has no idea now. He doesn't know how to solve the current problem.
"I...hehe...to be honest, I'm ashamed, I really don't know what to do. So I brought our senior executives and major shareholders, hoping to listen to your teachings, Mr. Yang." Lu Yaodong said a little shamelessly .
He wanted to throw the problem to Yang Chen and let Yang Chen solve it for them.
But this is normal. It is impossible for them to solve such a big problem by themselves.
Yang Chen: "Since the focus of their short selling is "each store sells 400 pieces per day, unit price is 16.7 yuan, and profit margin is 28.4%", then we can only decipher their short selling report by making this a reality."
Lu Yaodong: "Alas... Mr. Yang doesn't understand this industry. In our country, the number of people who insist on drinking coffee every day is not large compared to the total population. Some of them are more pursuing brands such as Starbucks. They truly belong to Luckin." There are not many customers. It is simply impossible to ensure that each store can sell 400 items every day with an average unit price of 16.7 yuan. I can responsibly say that any variety of coffee from around the world will be sold. It’s impossible to meet this requirement. Even if we deliberately sell high-end coffee for more than ten yuan at a loss, it won’t work, because many people don’t understand coffee at all. We say we sell it at a loss, but they still don’t believe it, and we can’t attract customers at all.”
Yang Chen: "Since you knew you couldn't achieve this data, why did you falsify it like this? When you were falsifying it, didn't you ever think that such a day would come?"
Lu Yaodong did not dare to speak, and other shareholder representatives expressed their anger to Lu Yaodong.
"We were defrauded of our salary and invested so much money. If the company is really forced to delist, we will suffer heavy losses and we will definitely let you compensate us."
"I have reminded you a long time ago that the United States is much stricter than ours. Once found to be fraudulent, there is almost only one way to delist, and the relevant responsible persons may be sentenced to jail. Director Lu and everyone The senior executives repeatedly assured me that there was absolutely no fraud and that all the data was true and valid. Is this what you call true and valid?"
"Although the top priority is to solve the problem, I still want to ask Director Lu and the senior executives how many things are false and how many things are hidden from us. We hope that Director Lu and the senior executives can tell the truth."
……
Lu Yaodong: "The shareholders are right to criticize. I am indeed to blame and bear the greatest responsibility. If the problem can be solved smoothly this time, I am willing to sell my equity and withdraw from Ruixing."
This guy wants to play the golden cicada escape trick again. He has played this trick on many other listed companies before. He first tried every means to increase the stock price, and then reduced his holdings to cash out when a thunderstorm was about to happen, or even cleared his positions and cashed out.
However, this is fine, Yang Chen can take advantage of this opportunity to control Ruixing Coffee, and drinking coffee will be convenient in the future.
"Okay! Jin Ming, ask someone to send you the equity transfer letter. Not only Director Lu, but other shareholders who want to sell off their equity can also sell it to me. I will give you 12.5 meters of gold per share at the price before Wall Street took action. Calculate. You take the money and leave, and I will clean up the mess." Yang Chen said.
Jin Ming nodded and immediately called his assistant to deliver the equity transfer document.
Lu Yaodong: "Haha...Thank you, Mr. Yang. In this way, today's meal is my treat, and it is my thanks to Mr. Yang for lending a helping hand in times of crisis."
Other shareholders quickly echoed and thanked Yang Chen for acquiring their shares at this time.
The reason why they are so eager to sell their shares is that with their wisdom, they can't think of any way to break the situation.
Even if Yang Chen eats up all the sold stocks, Ruixing is destined to be delisted.
Once delisted, it will be difficult for shareholders to cash out.
Therefore, if they quickly sell their equity to Yang Chen now, they don't have to worry about Ruixing's life or death.
While everyone was eating, the equity transfer document arrived.
Lu Yaodong and others immediately signed and promised to transfer their equity to Xingchen Investment and Yang Chen personally.
After eating, Lu Yaodong and others left happily.
Jin Ming sent someone to follow Lu Yaodong and others back to Xiacheng to assist them in immediately changing their equity.
After making arrangements, Jin Ming went to the Luckin Coffee store to return to life with Yang Chen, who was drinking coffee and thinking of a solution.
Jin Ming: "Mr. Yang, it's arranged. But... what should we do now? To be honest, I want to stop you, but I also feel that you are the boss and I shouldn't overstep your authority. But I really can't think of how to save Luckin Coffee." .Whether it is from an operational perspective or from a capital market perspective, this is a dead end that no one can break. As Lu Yaodong said, even if we buy the most high-end coffee and sell it for 9.9 with free shipping, it will not solve the problem. Because Long Guo Jue Most people don’t drink coffee, and they can’t tell whether coffee is good or bad, so no matter how much we promote it, it’s useless. Besides, it doesn’t make sense for us to spend too much money and lose money just for Luckin Coffee. What do you think?”
Yang Chen: "I said, Ruixing's life or death itself is not important. The key is that this is our first battle with Wall Street, and we must not lose. Other dragon stocks are waiting and watching. Once we cannot save Ruixing, other dragon stocks will Concept stocks will all fall. Those on Wall Street have already made short orders and are just waiting for Long concept stocks to collectively sell down and make profits. Therefore, we must rescue Luckin no matter what."
Jin Ming: "Alas... There is no other way to use the capital market. We can only start from the business side."
While the two were chatting, the clerk soliciting customers at the door started arguing with passers-by.
Because Luckin's thunderstorm caused a sharp drop in customer traffic, the store manager asked the clerk to go out to attract customers.
A few drunk men passed by just now, and the waiter went up to hand out flyers to solicit them, but they laughed and said, "Not even dogs drink Luckin Coffee." The clerk must have been unhappy, so he started to quarrel with them.
"Who can drink such low-end coffee on horseback! I want to drink Starbucks too!"
"Who's going to drink this? Is there a place where it's good to drink?"
"Ha ha……"
"It didn't taste good to begin with, but now it's being attacked by Wall Street. Delisting is a certainty, so why don't you let people talk about it?"
"Sister, it's not impossible for me to drink your coffee, unless you add Moutai to the coffee."
"Ha ha……"
"Hey, hey, it's not a slap in the face. If they have such ability, why should they sell coffee? They just switch to selling Moutai."
"Ha ha……"
Yang Chen had an idea and thought of a way to break the situation.
"Yes! Jin Ming, immediately notify Luckin's production plant in Ning Province and ask their person in charge to take R&D and production technicians to Moutai Group. We will also buy tickets now." Yang Chen ordered.
Jin Ming nodded, and quickly asked someone to check the contact information to notify the factory in Ning Province, and bought tickets for Yang Chen and Jin Ming to go to your province.
Yang Chen walked out of the store with a smile and said to the waiter: "Don't do all this useless work for the time being, just do a good job in the store. Brothers, the Maotai coffee you want will be available soon. Remember to support it when the time comes. one time."
After saying that, Yang Chen hurried away with Jin Ming.
The elder brothers looked confused and started talking among themselves.
"Who is he?"
"I don't know! He's not in the right mind. I'm just saying it casually. Does he really want to add Moutai to his coffee? He can't think of it."
"Haha... Who does he think he is? With Maotai's status, how can it be allowed to add Maotai to coffee for sale? Don't sue him to death!"
……
As soon as Yang Chen got in the car, Ding Dajun, chairman of Moutai Group, called.
After Ding Dajun revealed his identity, Yang Chen said with a smile: "What a coincidence. I have already asked someone to buy a ticket and will rush there right away. Tomorrow at nine o'clock in the morning, I will go to the group to find you. In addition, please ask Director Ding to summon a few people The R&D and production staff are waiting, I will be useful tomorrow.”
Ding Dajun: "Okay! Mr. Yang, do you have any ideas?"
Yang Chen: "I think it's time for the "First Cup of Moutai for Young People" to be born. Let's talk about it tomorrow."
After hanging up the phone, Ding Dajun looked confused.
"The first cup of Moutai for young people is a goal that the group wants to achieve. However, objective factors have caused the price of Moutai to remain high and young people cannot afford to drink it. Is there any way Mr. Yang can make this goal a reality?" Ding Dajun said to himself.Of course, there is no need to say more about Maotai's status in the Dragon Kingdom. It is not an exaggeration to say that it is a hard currency.
However, this situation has also caused a series of consequences.
For example, everyone believes that Moutai cannot be cheap, and it should sell for more than 1000, more than 3000, or even more.
If Moutai Group dares to lower prices, what will be the consequences?
The dealers disagreed. Price reduction meant reduced profits. Of course, they were the first to stand up and object. Since Moutai needed to rely on these net sales to open up sales, it naturally did not dare to offend them.
People who treasure or even hoard Maotai in their hands do not agree. The price reduction means that the value of the Maotai in their hands is reduced.
The rich and G waiters also disagree. Drinking Feimao worth more than 1000 or even more than 3000 yuan is called status. Can drinking Feimao costing several hundred yuan still reflect their status?
In the end, the country would not agree.
Moutai is used at every state banquet. If the price is reduced to 500 to [-] yuan a bottle, it will not be used to entertain foreign guests.
Therefore, this is equivalent to the price kidnapping the Moutai Group's business strategy, and they can only earn a 50% profit margin.
But after all, there are many poor people in this world, especially young people who do not drink Moutai. Such a vast market has been unable to enter, and the Moutai Group is also uncomfortable.
Therefore, in the early years, some people chanted the slogan "The first cup of Moutai for young people", but this slogan has been difficult to realize.
Now that Yang Chen said that "young people's first cup of Maotai" is about to be born, Ding Dajun is really looking forward to what he can do.
Because Yang Chen did not take any counterattacks against Wall Street, after the U.S. stock market opened in the evening, Luckin Coffee's stock price fell sharply again, directly falling below Mijin/share.
Led by Luckin Coffee, all Long concept stocks fell collectively.
At this time, Luckin Coffee issued an announcement.
A brief summary of the content is "Yang Chen and Xingchen Investment acquired the shares of Chairman Lu Yaodong and many other shareholders. Currently, Yang Chen and Xingchen Investment hold a total of 68% of the shares of Luckin Coffee, and Yang Chen becomes the actual controller."
As soon as this announcement came out, the share prices of Luckin Coffee and other Dragon concept stocks began to rebound.
However, these stocks only rebounded briefly, and then fell again after a slight rebound.
Because everyone knows that Yang Chen becoming the controlling shareholder of Ruixing cannot change the fact that Ruixing has committed fraud. Once the fraud is confirmed, Ruixing Coffee will definitely be delisted from the Mi stock market.
Therefore, if you can run now, run quickly, otherwise when the delisting notice from the US Securities Regulatory Commission is issued, you will not be able to run away even if you want to.
Early in the morning, all major financial media reported the news of Yang Chen’s acquisition of Luckin Coffee and Moutai.
Finance Today: After Wall Street declared war on Boss Yang and Long Concept Stock, it finally issued its first short-selling report after three months of hard work. Unfortunately, Luckin Coffee became the unlucky one.Just when everyone was looking forward to how Boss Yang would fight back, he first spent trillions to acquire 10% of the shares of Moutai Group, and then acquired 68% of the shares of Luckin Coffee, becoming the actual controller of the company.We can’t help but ask what exactly does Boss Yang want to do?The acquisition of Luckin Coffee’s equity can be understood as increasing the stock price.But what is the purpose of acquiring Moutai shares?
Flush Finance: After falling 40% yesterday, Luckin Coffee’s share price fell again by more than 30% today.However, fortunately, Boss Yang took action and used real money to protect Ruixing Coffee.Although this does not solve Ruixing's crisis, it is somewhat useful.It’s just that he took the step to acquire Moutai’s equity before acquiring Luckin Coffee’s equity. This step is really puzzling.It stands to reason that he urgently needs a large amount of funds at this time to protect Long Concept Stock, which has a total market value of 1.2 trillion meters. Why would he spend trillions to buy Maotai first?Flush Finance will continue to follow up the report, so please pay attention to the follow-up reports.
……
Financial VV Xu Zeping: Originally I didn’t want to express my opinion, but I saw many fans leaving messages asking me to comment on Boss Yang’s operation.Let me make it clear first that I absolutely respect Boss Yang and do not mean any disrespect.But I really don't understand the significance of the two steps he has taken.First of all, using real money and silver to protect Ruixing's market can theoretically slow down the downward trend of stock prices.But that’s the U.S. stock market, not our Big A.Big A can get away with fines and so on, but in the United States, financial fraud is serious and it will be delisted.Boss Yang’s spending money to buy a controlling stake in Ruixin Coffee cannot solve the fundamental problem, and it still cannot avoid the outcome of Ruixing’s delisting.If Luckin is delisted, Long concept stocks will definitely decline collectively, and Wall Street will be able to sit back and count money.Therefore, I really didn’t understand this step. It’s impossible for Boss Yang’s knowledge not to understand these issues.As for Moutai, I prefer to believe that Boss Yang purely wants to invest and has nothing to do with fighting back against Wall Street.We will wait and see to see if I am right, or if Boss Yang is in the atmosphere this time, which makes me unable to understand.
Famous stock commentator Li Daxiao: Many fans left messages asking me to evaluate Boss Yang’s operations. I can only say that I am not qualified to evaluate Boss Yang’s operations.With my limited knowledge, I really can't understand the significance of his taking these two steps.However, this may be the difference between me and Boss Yang.If I could understand Boss Yang's operations, I would not be a stock commentator, but become the richest man.Although I don't understand Boss Yang's operation, I believe that with his wisdom he will never take these two steps randomly.We will wait and see, I believe Boss Yang will definitely surprise us.
On the other side, Wall Street giants led by Lion Fund stayed up most of the night and were still having video conference carnivals.
"It seems that Yang Chen is not as powerful as the legend says, he is also very ordinary."
"The three months we spent were so worth it. He was hit with one hit and he had no ability to resist at all."
"He actually spent a lot of money to buy 68% of the shares of Luckin Coffee, haha... He thought this was the Dragon Country stock market, and as long as he was willing to spend money, he could solve the problem? Let's let him understand what is reasonable and legal this time The stock market is not the kind of play-house stock market that Long Guo has."
"From this point of view, there is a high probability that our subsequent preparations will not be needed. One Ruixing is enough to defeat Long Guangu and Yang Chen."
……
At this time, Yang Chen was visiting Moutai's production line accompanied by Ding Dajun, chairman of Moutai.
Not long after, they arrived at the koji production area, and Yang Chen's eyes instantly lit up because in front of him were rows of young girls stepping on koji with their bare feet.
Ding Dajun: "Haha... Mr. Yang, you must have never seen this, right?"
Yang Chen: "I have seen news on the Internet about the Maotai girl performing alcoholic beverages. I thought it was a joke."
Ding Dajun: "Haha... In fact, we have tried to use machines to replace manual distillation of distiller's yeast before, but the taste of the wine produced is incomparable with manual distillation. Therefore, we can only use manual distillation of distiller's yeast."
Yang Chen: "Haha... It's also a "foot way". Maotai still understands people's psychology better than Laotan Sauerkraut. If Laotan Sauerkraut also uses such girls to step on sauerkraut, I guarantee that no one will object, and everyone will definitely buy it. ."
Ding Dajun: "Haha... The price of sauerkraut is too low. They can't afford to hire such a girl to step on it. Our gross profit is as high as 90%, which allows us to play like this. We are also particular about using girls to step on Jiuqu. After many years of experience, we I found that the most suitable weight is about 120 kilograms. If you use a man, the weight must be higher than this number. And men are relatively poor in terms of hygiene. Therefore, we use girls to step on Jiuqu, which is based on science and hygiene, and it is not some astringency on our part. Grazing."
Yang Chen: "Oh, I learned a lesson. Let's go, let's find a place to chat."
Ding Dajun: "Then go to the conference room. Let's go."
Yang Chen followed Ding Dajun to the conference room. Researchers and production staff representatives from Luckin Coffee's Ning Province factory also followed. Ding Dajun also called Moutai's research and production staff over according to Yang Chen's request.
Ding Dajun: "Let me introduce to you, this is Mr. Yang Chen, the boss of the Star Department, whose name is only heard but not seen in person. Everyone is welcome!"
"Clap clap clap..."
Yang Chen: "Haha...Thank you everyone, thank you everyone. You are welcome, please sit down."
Ding Dajun: "Everyone, sit down. I am very happy that Mr. Yang can become the second largest shareholder of our Moutai Group and the largest natural shareholder. I am also honored that Mr. Yang can come to visit our Moutai Group. Now everyone welcomes Mr. Yang to say a few words sentence."
"Clap clap clap..."
Yang Chen stood up with a smile and said: "Thank you. I am honored to be a shareholder of Moutai Group, and I am also very happy to visit Moutai Group. After such a tour, I really gained a lot of knowledge. Especially Ding just now The girl introduced by Dong to play Jiuqu really opened my eyes. As you can see, I also brought researchers and production staff from Ruixing Coffee Factory. I think everyone is also aware of Wall Street’s crackdown on Long concept stocks. They are currently shorting The first company is Luckin Coffee. This is my first battle with them, and I cannot lose it no matter what. Once this battle is lost, there is basically no need to fight in the future, and Wall Street can just sit back and count money. "
Ding Dajun: "I've heard about this too. I heard from the Secretary to the Board that there is no solution for Luckin Coffee and no one can save it, even if Mr. Yang uses real money to protect the market, it will be useless. Because the rice stocks are not like A-shares, the way they deal with financial fraud is very strict. The company is delisted and the relevant responsible persons are imprisoned. This is much more serious than the A-shares here where we lightly report criticisms. So, I am also very curious now. What exactly is Mr. Yang’s plan?”
Yang Chen: "I was accidentally inspired and thought of a way to turn defeat into victory and at the same time help Moutai Group break out of the circle."
Everyone is serious. Is there still such a way?
Ding Dajun: "Mr. Yang, let me tell you what we can do?"
Yang Chen: "Let me analyze from Ruixing's side first. For Ruixing, financial fraud is a definite fact. The capital market is powerless and can only save it from the business side. But there are very few people drinking coffee in Longguo, and most of them are It is more inclined to the so-called petty bourgeoisie brands such as Starbucks, and there are not many customers left for Luckin. If we only start from the main business of coffee, even if we buy the most expensive coffee and sell it to consumers at a cabbage price, it will be too late to restore the decline. So. , we must develop a product that everyone is interested in and ensure that it becomes popular in a short period of time before we can turn defeat into victory.”
Everyone nodded and agreed with Yang Chen's statement.
Ding Dajun: "Since Mr. Yang knows that even buying the most expensive coffee and cabbage price and selling it to consumers will not help, how can we develop a hit product?"
Yang Chen: "This requires me to analyze it from the perspective of Moutai. Moutai's price is high and its gross profit is as high as 90%. This can certainly guarantee that Moutai will always make money. But this also limits Moutai's market share. You can only count on some Rich people and G waiters, ordinary people are not willing to drink such expensive drinks. But Moutai cannot lower the price, dealers, people who stock up on goods, and even the government cannot agree. I can boldly say that at least half of the people in Long Country are currently The above people have never drunk Feitian Moutai and other wines. This is a vast market. Do they not want to try the cake in the wine? No, but they are reluctant to part with it. Especially in the female market, Moutai is almost the best in this regard. There is a blank. Do women not drink? Of course not. It’s just that women don’t like to drink liquor, and they are reluctant to drink such expensive liquor. Therefore, developing a product that does not require a price reduction and is really cheap enough to attract all ordinary people to try it is right It is very necessary for Moutai.”
Ding Dajun: "Yes, Mr. Yang's analysis is correct. Mr. Yang knows that we cannot reduce prices, and you also said that you want to develop a low-priced product that is acceptable to ordinary people. Isn't this contradictory?"
Yang Chen: "Developing coffee alone cannot save Luckin. Developing liquor alone cannot adapt to Moutai's positioning. But if coffee and Moutai are added together, wouldn't these two problems be solved?"
"Ah!" The whole audience exclaimed.
Liquor + coffee?
What combination is this?
Guys, just tell me if I am very good at catching people’s attention.
If it were placed in the A-share market, it would most likely be publicly criticized, a few people would be severely punished for entering the capital market for a few years, and a mild fine of 60 yuan would be fine.
However, this is not the case in the U.S. stock market. Financial fraud will not only compensate investors for huge losses, but will almost certainly lead to delisting.
Lu Yaodong has no idea now. He doesn't know how to solve the current problem.
"I...hehe...to be honest, I'm ashamed, I really don't know what to do. So I brought our senior executives and major shareholders, hoping to listen to your teachings, Mr. Yang." Lu Yaodong said a little shamelessly .
He wanted to throw the problem to Yang Chen and let Yang Chen solve it for them.
But this is normal. It is impossible for them to solve such a big problem by themselves.
Yang Chen: "Since the focus of their short selling is "each store sells 400 pieces per day, unit price is 16.7 yuan, and profit margin is 28.4%", then we can only decipher their short selling report by making this a reality."
Lu Yaodong: "Alas... Mr. Yang doesn't understand this industry. In our country, the number of people who insist on drinking coffee every day is not large compared to the total population. Some of them are more pursuing brands such as Starbucks. They truly belong to Luckin." There are not many customers. It is simply impossible to ensure that each store can sell 400 items every day with an average unit price of 16.7 yuan. I can responsibly say that any variety of coffee from around the world will be sold. It’s impossible to meet this requirement. Even if we deliberately sell high-end coffee for more than ten yuan at a loss, it won’t work, because many people don’t understand coffee at all. We say we sell it at a loss, but they still don’t believe it, and we can’t attract customers at all.”
Yang Chen: "Since you knew you couldn't achieve this data, why did you falsify it like this? When you were falsifying it, didn't you ever think that such a day would come?"
Lu Yaodong did not dare to speak, and other shareholder representatives expressed their anger to Lu Yaodong.
"We were defrauded of our salary and invested so much money. If the company is really forced to delist, we will suffer heavy losses and we will definitely let you compensate us."
"I have reminded you a long time ago that the United States is much stricter than ours. Once found to be fraudulent, there is almost only one way to delist, and the relevant responsible persons may be sentenced to jail. Director Lu and everyone The senior executives repeatedly assured me that there was absolutely no fraud and that all the data was true and valid. Is this what you call true and valid?"
"Although the top priority is to solve the problem, I still want to ask Director Lu and the senior executives how many things are false and how many things are hidden from us. We hope that Director Lu and the senior executives can tell the truth."
……
Lu Yaodong: "The shareholders are right to criticize. I am indeed to blame and bear the greatest responsibility. If the problem can be solved smoothly this time, I am willing to sell my equity and withdraw from Ruixing."
This guy wants to play the golden cicada escape trick again. He has played this trick on many other listed companies before. He first tried every means to increase the stock price, and then reduced his holdings to cash out when a thunderstorm was about to happen, or even cleared his positions and cashed out.
However, this is fine, Yang Chen can take advantage of this opportunity to control Ruixing Coffee, and drinking coffee will be convenient in the future.
"Okay! Jin Ming, ask someone to send you the equity transfer letter. Not only Director Lu, but other shareholders who want to sell off their equity can also sell it to me. I will give you 12.5 meters of gold per share at the price before Wall Street took action. Calculate. You take the money and leave, and I will clean up the mess." Yang Chen said.
Jin Ming nodded and immediately called his assistant to deliver the equity transfer document.
Lu Yaodong: "Haha...Thank you, Mr. Yang. In this way, today's meal is my treat, and it is my thanks to Mr. Yang for lending a helping hand in times of crisis."
Other shareholders quickly echoed and thanked Yang Chen for acquiring their shares at this time.
The reason why they are so eager to sell their shares is that with their wisdom, they can't think of any way to break the situation.
Even if Yang Chen eats up all the sold stocks, Ruixing is destined to be delisted.
Once delisted, it will be difficult for shareholders to cash out.
Therefore, if they quickly sell their equity to Yang Chen now, they don't have to worry about Ruixing's life or death.
While everyone was eating, the equity transfer document arrived.
Lu Yaodong and others immediately signed and promised to transfer their equity to Xingchen Investment and Yang Chen personally.
After eating, Lu Yaodong and others left happily.
Jin Ming sent someone to follow Lu Yaodong and others back to Xiacheng to assist them in immediately changing their equity.
After making arrangements, Jin Ming went to the Luckin Coffee store to return to life with Yang Chen, who was drinking coffee and thinking of a solution.
Jin Ming: "Mr. Yang, it's arranged. But... what should we do now? To be honest, I want to stop you, but I also feel that you are the boss and I shouldn't overstep your authority. But I really can't think of how to save Luckin Coffee." .Whether it is from an operational perspective or from a capital market perspective, this is a dead end that no one can break. As Lu Yaodong said, even if we buy the most high-end coffee and sell it for 9.9 with free shipping, it will not solve the problem. Because Long Guo Jue Most people don’t drink coffee, and they can’t tell whether coffee is good or bad, so no matter how much we promote it, it’s useless. Besides, it doesn’t make sense for us to spend too much money and lose money just for Luckin Coffee. What do you think?”
Yang Chen: "I said, Ruixing's life or death itself is not important. The key is that this is our first battle with Wall Street, and we must not lose. Other dragon stocks are waiting and watching. Once we cannot save Ruixing, other dragon stocks will Concept stocks will all fall. Those on Wall Street have already made short orders and are just waiting for Long concept stocks to collectively sell down and make profits. Therefore, we must rescue Luckin no matter what."
Jin Ming: "Alas... There is no other way to use the capital market. We can only start from the business side."
While the two were chatting, the clerk soliciting customers at the door started arguing with passers-by.
Because Luckin's thunderstorm caused a sharp drop in customer traffic, the store manager asked the clerk to go out to attract customers.
A few drunk men passed by just now, and the waiter went up to hand out flyers to solicit them, but they laughed and said, "Not even dogs drink Luckin Coffee." The clerk must have been unhappy, so he started to quarrel with them.
"Who can drink such low-end coffee on horseback! I want to drink Starbucks too!"
"Who's going to drink this? Is there a place where it's good to drink?"
"Ha ha……"
"It didn't taste good to begin with, but now it's being attacked by Wall Street. Delisting is a certainty, so why don't you let people talk about it?"
"Sister, it's not impossible for me to drink your coffee, unless you add Moutai to the coffee."
"Ha ha……"
"Hey, hey, it's not a slap in the face. If they have such ability, why should they sell coffee? They just switch to selling Moutai."
"Ha ha……"
Yang Chen had an idea and thought of a way to break the situation.
"Yes! Jin Ming, immediately notify Luckin's production plant in Ning Province and ask their person in charge to take R&D and production technicians to Moutai Group. We will also buy tickets now." Yang Chen ordered.
Jin Ming nodded, and quickly asked someone to check the contact information to notify the factory in Ning Province, and bought tickets for Yang Chen and Jin Ming to go to your province.
Yang Chen walked out of the store with a smile and said to the waiter: "Don't do all this useless work for the time being, just do a good job in the store. Brothers, the Maotai coffee you want will be available soon. Remember to support it when the time comes. one time."
After saying that, Yang Chen hurried away with Jin Ming.
The elder brothers looked confused and started talking among themselves.
"Who is he?"
"I don't know! He's not in the right mind. I'm just saying it casually. Does he really want to add Moutai to his coffee? He can't think of it."
"Haha... Who does he think he is? With Maotai's status, how can it be allowed to add Maotai to coffee for sale? Don't sue him to death!"
……
As soon as Yang Chen got in the car, Ding Dajun, chairman of Moutai Group, called.
After Ding Dajun revealed his identity, Yang Chen said with a smile: "What a coincidence. I have already asked someone to buy a ticket and will rush there right away. Tomorrow at nine o'clock in the morning, I will go to the group to find you. In addition, please ask Director Ding to summon a few people The R&D and production staff are waiting, I will be useful tomorrow.”
Ding Dajun: "Okay! Mr. Yang, do you have any ideas?"
Yang Chen: "I think it's time for the "First Cup of Moutai for Young People" to be born. Let's talk about it tomorrow."
After hanging up the phone, Ding Dajun looked confused.
"The first cup of Moutai for young people is a goal that the group wants to achieve. However, objective factors have caused the price of Moutai to remain high and young people cannot afford to drink it. Is there any way Mr. Yang can make this goal a reality?" Ding Dajun said to himself.Of course, there is no need to say more about Maotai's status in the Dragon Kingdom. It is not an exaggeration to say that it is a hard currency.
However, this situation has also caused a series of consequences.
For example, everyone believes that Moutai cannot be cheap, and it should sell for more than 1000, more than 3000, or even more.
If Moutai Group dares to lower prices, what will be the consequences?
The dealers disagreed. Price reduction meant reduced profits. Of course, they were the first to stand up and object. Since Moutai needed to rely on these net sales to open up sales, it naturally did not dare to offend them.
People who treasure or even hoard Maotai in their hands do not agree. The price reduction means that the value of the Maotai in their hands is reduced.
The rich and G waiters also disagree. Drinking Feimao worth more than 1000 or even more than 3000 yuan is called status. Can drinking Feimao costing several hundred yuan still reflect their status?
In the end, the country would not agree.
Moutai is used at every state banquet. If the price is reduced to 500 to [-] yuan a bottle, it will not be used to entertain foreign guests.
Therefore, this is equivalent to the price kidnapping the Moutai Group's business strategy, and they can only earn a 50% profit margin.
But after all, there are many poor people in this world, especially young people who do not drink Moutai. Such a vast market has been unable to enter, and the Moutai Group is also uncomfortable.
Therefore, in the early years, some people chanted the slogan "The first cup of Moutai for young people", but this slogan has been difficult to realize.
Now that Yang Chen said that "young people's first cup of Maotai" is about to be born, Ding Dajun is really looking forward to what he can do.
Because Yang Chen did not take any counterattacks against Wall Street, after the U.S. stock market opened in the evening, Luckin Coffee's stock price fell sharply again, directly falling below Mijin/share.
Led by Luckin Coffee, all Long concept stocks fell collectively.
At this time, Luckin Coffee issued an announcement.
A brief summary of the content is "Yang Chen and Xingchen Investment acquired the shares of Chairman Lu Yaodong and many other shareholders. Currently, Yang Chen and Xingchen Investment hold a total of 68% of the shares of Luckin Coffee, and Yang Chen becomes the actual controller."
As soon as this announcement came out, the share prices of Luckin Coffee and other Dragon concept stocks began to rebound.
However, these stocks only rebounded briefly, and then fell again after a slight rebound.
Because everyone knows that Yang Chen becoming the controlling shareholder of Ruixing cannot change the fact that Ruixing has committed fraud. Once the fraud is confirmed, Ruixing Coffee will definitely be delisted from the Mi stock market.
Therefore, if you can run now, run quickly, otherwise when the delisting notice from the US Securities Regulatory Commission is issued, you will not be able to run away even if you want to.
Early in the morning, all major financial media reported the news of Yang Chen’s acquisition of Luckin Coffee and Moutai.
Finance Today: After Wall Street declared war on Boss Yang and Long Concept Stock, it finally issued its first short-selling report after three months of hard work. Unfortunately, Luckin Coffee became the unlucky one.Just when everyone was looking forward to how Boss Yang would fight back, he first spent trillions to acquire 10% of the shares of Moutai Group, and then acquired 68% of the shares of Luckin Coffee, becoming the actual controller of the company.We can’t help but ask what exactly does Boss Yang want to do?The acquisition of Luckin Coffee’s equity can be understood as increasing the stock price.But what is the purpose of acquiring Moutai shares?
Flush Finance: After falling 40% yesterday, Luckin Coffee’s share price fell again by more than 30% today.However, fortunately, Boss Yang took action and used real money to protect Ruixing Coffee.Although this does not solve Ruixing's crisis, it is somewhat useful.It’s just that he took the step to acquire Moutai’s equity before acquiring Luckin Coffee’s equity. This step is really puzzling.It stands to reason that he urgently needs a large amount of funds at this time to protect Long Concept Stock, which has a total market value of 1.2 trillion meters. Why would he spend trillions to buy Maotai first?Flush Finance will continue to follow up the report, so please pay attention to the follow-up reports.
……
Financial VV Xu Zeping: Originally I didn’t want to express my opinion, but I saw many fans leaving messages asking me to comment on Boss Yang’s operation.Let me make it clear first that I absolutely respect Boss Yang and do not mean any disrespect.But I really don't understand the significance of the two steps he has taken.First of all, using real money and silver to protect Ruixing's market can theoretically slow down the downward trend of stock prices.But that’s the U.S. stock market, not our Big A.Big A can get away with fines and so on, but in the United States, financial fraud is serious and it will be delisted.Boss Yang’s spending money to buy a controlling stake in Ruixin Coffee cannot solve the fundamental problem, and it still cannot avoid the outcome of Ruixing’s delisting.If Luckin is delisted, Long concept stocks will definitely decline collectively, and Wall Street will be able to sit back and count money.Therefore, I really didn’t understand this step. It’s impossible for Boss Yang’s knowledge not to understand these issues.As for Moutai, I prefer to believe that Boss Yang purely wants to invest and has nothing to do with fighting back against Wall Street.We will wait and see to see if I am right, or if Boss Yang is in the atmosphere this time, which makes me unable to understand.
Famous stock commentator Li Daxiao: Many fans left messages asking me to evaluate Boss Yang’s operations. I can only say that I am not qualified to evaluate Boss Yang’s operations.With my limited knowledge, I really can't understand the significance of his taking these two steps.However, this may be the difference between me and Boss Yang.If I could understand Boss Yang's operations, I would not be a stock commentator, but become the richest man.Although I don't understand Boss Yang's operation, I believe that with his wisdom he will never take these two steps randomly.We will wait and see, I believe Boss Yang will definitely surprise us.
On the other side, Wall Street giants led by Lion Fund stayed up most of the night and were still having video conference carnivals.
"It seems that Yang Chen is not as powerful as the legend says, he is also very ordinary."
"The three months we spent were so worth it. He was hit with one hit and he had no ability to resist at all."
"He actually spent a lot of money to buy 68% of the shares of Luckin Coffee, haha... He thought this was the Dragon Country stock market, and as long as he was willing to spend money, he could solve the problem? Let's let him understand what is reasonable and legal this time The stock market is not the kind of play-house stock market that Long Guo has."
"From this point of view, there is a high probability that our subsequent preparations will not be needed. One Ruixing is enough to defeat Long Guangu and Yang Chen."
……
At this time, Yang Chen was visiting Moutai's production line accompanied by Ding Dajun, chairman of Moutai.
Not long after, they arrived at the koji production area, and Yang Chen's eyes instantly lit up because in front of him were rows of young girls stepping on koji with their bare feet.
Ding Dajun: "Haha... Mr. Yang, you must have never seen this, right?"
Yang Chen: "I have seen news on the Internet about the Maotai girl performing alcoholic beverages. I thought it was a joke."
Ding Dajun: "Haha... In fact, we have tried to use machines to replace manual distillation of distiller's yeast before, but the taste of the wine produced is incomparable with manual distillation. Therefore, we can only use manual distillation of distiller's yeast."
Yang Chen: "Haha... It's also a "foot way". Maotai still understands people's psychology better than Laotan Sauerkraut. If Laotan Sauerkraut also uses such girls to step on sauerkraut, I guarantee that no one will object, and everyone will definitely buy it. ."
Ding Dajun: "Haha... The price of sauerkraut is too low. They can't afford to hire such a girl to step on it. Our gross profit is as high as 90%, which allows us to play like this. We are also particular about using girls to step on Jiuqu. After many years of experience, we I found that the most suitable weight is about 120 kilograms. If you use a man, the weight must be higher than this number. And men are relatively poor in terms of hygiene. Therefore, we use girls to step on Jiuqu, which is based on science and hygiene, and it is not some astringency on our part. Grazing."
Yang Chen: "Oh, I learned a lesson. Let's go, let's find a place to chat."
Ding Dajun: "Then go to the conference room. Let's go."
Yang Chen followed Ding Dajun to the conference room. Researchers and production staff representatives from Luckin Coffee's Ning Province factory also followed. Ding Dajun also called Moutai's research and production staff over according to Yang Chen's request.
Ding Dajun: "Let me introduce to you, this is Mr. Yang Chen, the boss of the Star Department, whose name is only heard but not seen in person. Everyone is welcome!"
"Clap clap clap..."
Yang Chen: "Haha...Thank you everyone, thank you everyone. You are welcome, please sit down."
Ding Dajun: "Everyone, sit down. I am very happy that Mr. Yang can become the second largest shareholder of our Moutai Group and the largest natural shareholder. I am also honored that Mr. Yang can come to visit our Moutai Group. Now everyone welcomes Mr. Yang to say a few words sentence."
"Clap clap clap..."
Yang Chen stood up with a smile and said: "Thank you. I am honored to be a shareholder of Moutai Group, and I am also very happy to visit Moutai Group. After such a tour, I really gained a lot of knowledge. Especially Ding just now The girl introduced by Dong to play Jiuqu really opened my eyes. As you can see, I also brought researchers and production staff from Ruixing Coffee Factory. I think everyone is also aware of Wall Street’s crackdown on Long concept stocks. They are currently shorting The first company is Luckin Coffee. This is my first battle with them, and I cannot lose it no matter what. Once this battle is lost, there is basically no need to fight in the future, and Wall Street can just sit back and count money. "
Ding Dajun: "I've heard about this too. I heard from the Secretary to the Board that there is no solution for Luckin Coffee and no one can save it, even if Mr. Yang uses real money to protect the market, it will be useless. Because the rice stocks are not like A-shares, the way they deal with financial fraud is very strict. The company is delisted and the relevant responsible persons are imprisoned. This is much more serious than the A-shares here where we lightly report criticisms. So, I am also very curious now. What exactly is Mr. Yang’s plan?”
Yang Chen: "I was accidentally inspired and thought of a way to turn defeat into victory and at the same time help Moutai Group break out of the circle."
Everyone is serious. Is there still such a way?
Ding Dajun: "Mr. Yang, let me tell you what we can do?"
Yang Chen: "Let me analyze from Ruixing's side first. For Ruixing, financial fraud is a definite fact. The capital market is powerless and can only save it from the business side. But there are very few people drinking coffee in Longguo, and most of them are It is more inclined to the so-called petty bourgeoisie brands such as Starbucks, and there are not many customers left for Luckin. If we only start from the main business of coffee, even if we buy the most expensive coffee and sell it to consumers at a cabbage price, it will be too late to restore the decline. So. , we must develop a product that everyone is interested in and ensure that it becomes popular in a short period of time before we can turn defeat into victory.”
Everyone nodded and agreed with Yang Chen's statement.
Ding Dajun: "Since Mr. Yang knows that even buying the most expensive coffee and cabbage price and selling it to consumers will not help, how can we develop a hit product?"
Yang Chen: "This requires me to analyze it from the perspective of Moutai. Moutai's price is high and its gross profit is as high as 90%. This can certainly guarantee that Moutai will always make money. But this also limits Moutai's market share. You can only count on some Rich people and G waiters, ordinary people are not willing to drink such expensive drinks. But Moutai cannot lower the price, dealers, people who stock up on goods, and even the government cannot agree. I can boldly say that at least half of the people in Long Country are currently The above people have never drunk Feitian Moutai and other wines. This is a vast market. Do they not want to try the cake in the wine? No, but they are reluctant to part with it. Especially in the female market, Moutai is almost the best in this regard. There is a blank. Do women not drink? Of course not. It’s just that women don’t like to drink liquor, and they are reluctant to drink such expensive liquor. Therefore, developing a product that does not require a price reduction and is really cheap enough to attract all ordinary people to try it is right It is very necessary for Moutai.”
Ding Dajun: "Yes, Mr. Yang's analysis is correct. Mr. Yang knows that we cannot reduce prices, and you also said that you want to develop a low-priced product that is acceptable to ordinary people. Isn't this contradictory?"
Yang Chen: "Developing coffee alone cannot save Luckin. Developing liquor alone cannot adapt to Moutai's positioning. But if coffee and Moutai are added together, wouldn't these two problems be solved?"
"Ah!" The whole audience exclaimed.
Liquor + coffee?
What combination is this?
Guys, just tell me if I am very good at catching people’s attention.
