Chapter 657 Subprime crisis, short selling

"Brother Hu, I thought I would just stay here and never come back." Chen Jialin sat down unceremoniously, "Chunchun, my little princess misses your little Yifei. I will take him there tomorrow.

Have fun at home?"

Tian Sichun often took the little kid to Liu Jia's place before. The two kids were very familiar with each other, so Chen Jialin said this.

"Okay, I've been out for such a long time, and I just want to go see Jiajia. A Yang, Mr. Chen, you guys can chat slowly while I finish my meal."

After Chen Jialin teased Xiao Yifei for a while, Tian Sichun took the little guy and left the dinner table.

Someone had already prepared tableware for Chen Jialin, and Hu Yang opened a bottle of red wine.

"How is the company lately?"

Hu Yang poured two glasses of wine, one for each of them.

"The company's situation is good. Domestic smartphone sales have shown explosive growth in the past six months. Almost every newly emerging domestic brand has cooperated with us."

Chen Jialin picked up the wine glass, shook it gently for a while, and then took a sip.

Compared to Charming Semiconductor and Microelectronic Equipment, which have struggled to survive through cracks, the development of Hardstone Technology has always been smooth sailing.

At present, Nishite Technology is not only the largest 3C OEM company in China, but also the largest 3C OEM company in the world. It cooperates with almost all giants in the field of consumer electronics.

Of course, this does not include fruit companies.

After Wesley withdrew from the country, Fruit Company's products were still handed over to Hon Hai for OEM. Moreover, it basically had no business dealings with Xentong International and Charming Semiconductor.

According to Chen Jialin's estimation, the revenue of Nishite Technology will exceed 80 billion yuan this year and is heading towards the 100 billion level.

"With you, Mr. Chen, the company's development will be unstoppable."

Hu Yang just asked casually, but Chen Jialin unexpectedly explained the company's situation very seriously.

Under the Huijia family, the ones that Hu Yang has least to worry about are Nishite Technology and Charming Electronics. These two companies have their own strengths, but they have both reached the world's top level in their respective fields.

"Brother Hu, don't we need to compliment each other? I'm here to come to you for some serious business. Recently, there are two domestic smartphone manufacturers, and their orders have grown very rapidly. I'm worried about whether it will affect Charming Electronics.

Will it have a big impact on Mingkang Communications?"

Chen Jialin came here today mainly to see Populus euphratica. After all, the two had not seen each other for half a year. Also, he saw something from the changes in the company's order numbers and wanted to remind Populus euphratica.

"I'm really not sure about the situation you mentioned. There's no feedback from Mr. Yan. Well, I'm going to the company in the afternoon and I just want to ask them."

The rise of domestic smartphone brands is not beyond Hu Yang’s expectations.

In that time and space, domestic smartphones also went through many rounds of brutal battles, and the remaining ones basically entered the international market and occupied a considerable share.

However, except for Mingkang Communications, all smartphone manufacturers basically do not have their own core technologies and rely heavily on external supplies for key components.

The situation of Charming Electronics is quite special. After all, it belongs to the core enterprise of Huijia Group. On the whole, Mingkang Communications, Xentong International, Charming Semiconductor, Oriental Technology, etc. can provide it with key parts and components, and its ability to resist risks is extremely high.

powerful.

Other smartphone manufacturers do not have this advantage. To a certain extent, they still rely on the supply of core technologies and components in North America. Once there is a problem in the supply chain, they cannot even resist.

"As long as you know what's going on! If you have something to do in the afternoon, I won't drink. In a few days, let's go out and have fun for a few days, and we'll talk later."

After Chen Jialin sat down, he ate something and drank a glass of red wine, then got up and left.

After eating, Hu Yang took a nap, and then came to the office in the investment building.

After sitting in the office for a short time, Yan Hanzhang knocked on the door and walked in.

"Mr. Hu, it's been a hard journey. Why don't you take more rest at home?"

Yan Hanzhang did not expect Hu Yang to call him up as soon as he came back. He had a smile on his face, but he was a little uneasy in his heart.

"It's okay. I took a short break at noon. Mr. Yan, there have been no changes in various aspects of Charming Electronics recently, right? Especially the market share."

Hu Yang did not hesitate and asked directly about Charming Electronics.

"Mr. Hu, the production and operation situation of Charming Electronics is somewhat normal, and the market share has not changed significantly. However, the company has encountered relatively large resistance in expanding the market, and it is very difficult to improve every bit of data."

As Yan Hanzhang spoke, he took out a few pages of information from his bag.

These are market change data specially compiled by the company. Judging from the data, the pattern of three giants coexisting and one dominant player in the domestic market has not been broken.

Two domestic companies suddenly emerged and began to make a mark in the domestic market. However, the domestic market share of international giants represented by S Star is quietly shrinking.

Hu Yang took the information from Yan Hanzhang, read it carefully for a few minutes, and then understood the current situation.

The sudden emergence of two domestic companies has not yet had any impact on Charming Electronics' dominance.

Except for Charming Electronics, the market shares of Mingkang Communications and Fruit Company have also not changed much. However, Charming Electronics occupies half of the domestic smartphone market, and there is almost no hope of continued improvement in market share.

In other words, emerging smartphone manufacturers have not only squeezed out the market share of some international giants, but also squeezed out the growth space of Charming Electronics, Mingkang Communications and Fruit Company in the domestic market.

Currently in the domestic market, the market shares are ranked by Charming Electronics, Mingkang Communications, and Fruit Company.

"Mr. Yan, you should pay attention to these two new companies. Don't underestimate others, so as not to be careless and lose Jingzhou. Okay, you can go and do your work. I just came back and there are a lot of things to do."

Hu Yang reminded him and returned the information to Yan Hanzhang.

It's enough for him to just say one word about this kind of thing, and let Yan Hanzhang and others handle the rest by themselves. He only has one head and two hands. If the stall is huge, all he can rely on is his team.

The power of.

"Okay, Mr. Hu, I understand."

Yan Hanzhang stood up and left the room, and Hu Yang began to process the documents that Mi Qi had sent before.

"Boss, are you busy?"

With my head down working, time flew by quickly, and it was four o'clock in the afternoon in the blink of an eye.

Someone knocked on the door and walked in. Hu Yang thought it was Wu Xinhui at first. But when the other person spoke, he realized something was wrong. He looked up and saw Xia Bing standing in front of the desk with a smile.

“It’s you...Mr.

Hu Yang smiled and said hello to Xia Bing, then lowered his head to sign the documents.

Xia Bing didn't take it seriously, knowing that this was Populus euphratica's working habit. She came to the tea room with ease. Wu Xinhui chatted with her for a few words and started boiling water to make tea.

After about ten minutes, Populus euphratica walked in.

"Boss, you did a great job in acquiring microelectronic equipment this time! However, you still got a bargain from Modu State-owned Assets and Peak Capital. It was precisely because of these two companies that we spent a lot of trouble."

Xia Bing has been deeply involved in this matter since she started fighting for the country's 100 billion subsidy. Although she did not go to Shanghai for the final acquisition, she has been paying attention to it.

She especially has a strong opinion on the state-owned assets of the Magic City. If the other party had not introduced Peak Capital, the original merger and reorganization plan might not have been realized.

“Mr.

As for the introduction of Peak Capital, I can’t say it’s good or bad. In the end, it was because of them that I was able to successfully acquire microelectronic equipment.”

Hu Yang shook his head with a smile. The so-called success is the same as the failure...Modu State-owned Assets introduced Pinnacle Capital to compete with the Huijia Group, but in the end, Pinnacle Capital borrowed money from Hu Yang by mortgaging shares, thereby destroying the company.

gave up control.

It can be said that without the variable of Peak Capital, it would be very troublesome for Hu Yang to acquire microelectronic equipment.

"Boss, you are always so magnanimous. If it were me, I wouldn't let Modu's state-owned assets take advantage of this. Think about it, Bolong Optics has unlimited development potential in the future. They currently hold 8% of the shares, which is just like the sky.

The cake is almost the same.”

Xia Bing still complained, but complaints were complaints, and she also knew that this fact could not be changed. These words were put down after she said them today, and she would never mention them again in the future.

Hu Yang smiled and did not argue with her.

As a woman, it is understandable that Xia Bing is sometimes a bit petty.

Naturally, there are different opinions within the Huijia Department on the matter of treating the state-owned assets of the Magic City. But Hu Yang considers more, especially the relationship with the Magic City. In any case, this ending is the best, and there are internal reasons.

, and he doesn’t have to explain it to his subordinates.

"Boss, let's get back to business. I got some information. There seems to be some abnormalities in the economy in North America. This is relevant information. You can take a look at it when you have time."

Huijia International Investment pays more attention to the economic and financial conditions of North America, the European Union and East Asia. Regardless of whether there are investment opportunities or not, this is a long-term and important work.

Xia Bing recently felt that something was wrong with the economy in North America, but after careful analysis, she could not find the reason, which made her feel a little strange.

Hu Yang took the information and read it for a long time, and he couldn't help but feel a surge of confusion in his heart.

Precisely because he has the memory of that time and space, after reading this information, he can basically conclude that there is not a problem with the North American economy, but a big problem.

In that time and space, the subprime mortgage crisis broke out in North America in 2007. This crisis affected all important economies in the world, and its destructive power was not completely eliminated until several years later.

Although this time is not the same as in memory, according to the data, this is definitely a precursor to the outbreak of the subprime mortgage crisis.

Now, North American hedge funds are on the verge of bankruptcy, the stock prices of the banking industry are sluggish, sales of existing homes in the United States are declining, and housing market indicators are gradually deteriorating...

“Mr.

Hu Yang can't sit still anymore. If the subprime mortgage crisis is about to break out, the North American property market and stock market will be severely affected.

The largest investment he currently has in U.S. dollars is to hold shares of Amazon. When the subprime mortgage crisis broke out, the entire North American stock market suffered a tragic decline, and individual stocks were no exception.

However, there is something special about Amazon's stock, and it has not yet reached the time when it will really break out. Even if it falls this time, as long as you insist on holding it, future returns are still guaranteed.

It's just that this short-selling opportunity is very rare, and it would be a pity to miss it.

After Xia Bing left, Hu Yang looked at his watch and saw that it was already time to get off work.
To be continued...