Chapter 475 [Layout in the African market]

However, in the A-share market in recent days, near the end of April, the big A directly went out of the five consecutive negatives, and the Shanghai stock index directly fell to 2887 points.

After such a form came out, almost no one doubted the top of 3067 points.

Many stockholders who were lucky now regret not paying attention to God K’s bearishness. Before the market peaked at 3067 points, God K posted on Weibo three days in advance to express that he was not optimistic about the market.

And these days, the five consecutive negative declines are largely due to authoritative sources saying that various regulations for the international version of A shares have been preliminarily formulated. As for the conditions of the issuer, it is currently considered to be a global top 500 company.

The so-called international version of A shares is mainly to allow foreign-invested enterprises to enter the domestic market for financing, and foreign enterprises to be listed in the domestic market.

Then the A-share market fell in response.

Regarding the "international version", all parties have different opinions.

For example, is the issuer an overseas listed company or an unlisted company? Does the international version of the company need to be closely connected with the mainland? If the business is closely related, investors will be more familiar with it. In the future, if there is a violation of regulations, there will be regulatory handles. If the business is closely connected, it will inevitably form competition with mainland enterprises, especially the banking industry.

In the current crash, the big A investors have not yet realized the power of the "international version", but Fang Hong, who has the advantage of foresight and memory, is very clear.

What is the "international version" in the world?

Make investors beat their chests!

This year, the three words "international version" are absolutely fatal to the two cities of Big A. Every time there is news of the progress of the international version, the market will inevitably plummet.

Not surprisingly, in the following May, the village head said "we are getting closer and closer to the launch of the international version", which caused the big A to plummet by -3%. Internationally, the big A fell by nearly -2% in response; in July, the market once again heard that the international version of the rules had been released, and the big A fell by -1%. In November, there were rumors in the market that the international version of the big A was basically ready Ready and could be launched at any time, the broader market fell -2.5%.

The saddest thing is that at the end of November, the international version is about to go through internal procedures. It is expected to go to the village in mid-December. Rumors of internal business directly plummeted A-shares and B-shares. More than -6%.

This is the power of the three words "International Edition" this year, so much so that the stockholders of the big A's changed their faces. As long as they hear these three words, it is one word: run——!

However, everything has two sides. Fang Hong had been lurking in the stock of Dongmu shares as early as last month. A wave of pull up.

...

Qunxing Capital headquarters, in the chairman's office.

At 10 o'clock in the morning, Fang Hong came to Qunxing Capital and was in Huayu's office at the moment.

"This time I came here because I have a big new action plan. Starting from this year, Qunxing Capital will actively intervene in the field of global resources." Fang Hong, who was sitting on a sofa in the rest area, looked at Huayu and said.

Hua Yu nodded and did not speak, waiting for his next words.

"It's mainly the import of iron ore and oil." Fang Hong continued: "The export item mainly focuses on the export of infrastructure capabilities, so our focus is on that continent."

Having said that, Fang Hong pointed to the world map hanging on the office wall, Hua Yu couldn't help but looked at it, and turned to Fang Hong: "Africa?"

Fang Hong nodded and said, "That's right, Africa."

Fang Hong added: "The domestic communication equipment manufacturer Huawei's overseas market expansion is based on the strategy of 'surrounding the cities from the countryside'. This is a good strategy. Star Capital can follow this path, so the African market must become It is a key location for our overseas market.”

Africa is a place that is highly complementary to the mainland market. Domestic manufactured goods can be exported to Africa, while Africa imports natural resources to the Greater China market.

Don't look at the poverty in Africa, but this is just a stereotype of people. Those who are struggling at the bottom are indeed poor, and they are even in a state of famine.

But the warchiefs are rich.

Qunxing Capital can still provide various financial-related services to the chiefs in the African market.

The most important thing is the local natural resources and the ability to export infrastructure in Africa. This requires a strategic vision of more than ten or even twenty years. After ten years, various domestic overcapacities will be difficult to rely on internal economic cycles. Digestion.

The automobile industry is a big example. Serious overcapacity ended up in Bengbu, and the result was that people were paralyzed. All kinds of crazy price cuts can be described as bloody.

But this kind of involution is definitely not the optimal solution. It is a lose-lose for both enterprises and consumers. The big car price cuts seem to allow consumers to get cheap and affordable products, but most car companies have been involved to death. Death and disability, in turn, means that there will be a large number of unemployed groups, which will lead to further sluggish consumption and a vicious circle of death spiral.

In the era of overcapacity, if you want to get out of the involution of this death spiral, you have to go out without a doubt.

Whether you can go out has become the key.

And if you want to go out, you don’t need to think about the overseas market, the market in the developed regions of Europe and the United States. Ten years later, the general environment will be suppressed by all kinds, and you still want to sell your products to Europe and the United States to absorb excess production capacity?

Doubtless, don't even think about it.

Then the answer came out, focusing on the regional markets in Africa and the Silk Road that Europeans and Americans look down on.

If these backward and turbulent areas can be stabilized and then developed, they can export infrastructure capabilities, export manufactured goods, and import natural resources.

When the infrastructure is built, the consumption potential can be released, and the car has a road to run, so there is a desire to buy a car.

The same is true for other commodities such as home appliances and furniture.

"Over there in Africa..." Hua Yu was also hesitant to speak, and after a while he continued: "The war in Libya during this period all shows that this place is not easy to do business, turbulent, unstable and unsafe. Certainty is the biggest problem, as capital from Europe and the United States is gradually withdrawing from the African market.”

Where are people running to right now, you want to dive right in.

Moreover, there is no guarantee at all to do business in that place. You just negotiated with this speaker today, even signed the contract, and you will start mining the day after tomorrow. As a result, the speaker collapsed the day after tomorrow, and the new one directly refused to admit it. , then it’s in vain.

What's more, if you run over to export the infrastructure, it will be blown up for you within two days after it's finally done, so you're still playing with a hammer.

"If they don't withdraw, how can we enter?" Fang Hong said with a faint smile: "It's turbulent and unstable, so we need to have a strong local security guarantee, what should we do? Qunxing needs a private security company to protect the local legitimate interest."

...