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Section 95 Guiding Jiangshan

The reason why Changhe Group was able to sweep with a rush in just two or three years was that these strategies were all due to the suggestions of You Wangang himself when he was still serving as the chairman of Changhe Group.

This guy is also the only leading cadre who has a macro-wide view of state-owned enterprises, a forward-looking vision after training in central ministries and commissions, and has a very good grasp of local affairs and even mentality. It is precisely because of this that his suggestions in this regard are extremely aggressive, including the early days of Changhe Group's efforts to acquire and build gas stations in many provinces and cities, all of which show their strategic star, which also brings great lethality to CNPC and Sinopec.

When You Wangang thought of these things, he was even more upset. Why didn’t he think of this at that time?

Then I thought, how could I ever think that I would become the boss at Sinopec?

At that time, I was also ecstatic because of Sha Zhengyang's suggestions, and I was doing my best to advance the arrangement. Now the strategy has achieved great results, but the injured person has become himself again.

"Zhengyang, you gave me a lot of suggestions when you were at Changhe Group. Now I went to Sinopec. Do you have any better suggestions for me?" You Wangang finally picked up some feelings of sadness in spring and autumn and asked seriously: "I always feel that the two major and two small companies in our country, Sinopec, CNPC, CNOOC and Changhe, are now claiming to be two big and two small, and are vigorously promoting the strategy of going out. It will inevitably form more fierce competition. Do we have no better and more paths to take?"

Sha Zhengyang pursed his lips and did not answer this question for a while.

In fact, Zhong Guangbiao has discussed this issue with him before.

The development momentum of Changhe Group is indeed very strong. It has opened up along the Yangtze River's retail strategy and has quickly expanded to the north and south. Provinces including Fujian, Central Plains and other provinces have also begun to seep in, but this will inevitably be counterattacked by two major groups of PetroChina and Sinopec.

They are serious state-owned enterprises, and they cannot tolerate local state-owned enterprises like you who are unscrupulous in conquering cities and land within their sphere of influence, cooperation and competition, but competition is even more mainstream.

Especially if Changhe Group wants to continue to take the big refining and chemical step, it will definitely inspire Sinopec's strong rebound. This is to dig the foundation of Sinopec and will inevitably intensify the competition between the two sides.

Therefore, Zhong Guangbiao was also discussing with Sha Zhengyang that the established strategy must be promoted, but the further ahead, the competitive field of petrochemical has become a red ocean, and Changhe Group's strength is still not as strong as Sinopec and PetroChina. How to consolidate the situation and avoid investing too much in the market red ocean as much as possible, and find a market blue ocean with more development prospects has become a problem facing decision makers.

Noting that both of them were looking at him, Sha Zhengyang raised his eyes, "Mr. You, Mr. Zhong, you both asked this question. It's not my turn to interfere in terms of me, an outsider. However, I am very willing to discuss this issue from an outsider or from a consumer's perspective."

There was a family, and You Wangang and Zhong Guangbiao were all moved.

"I know Sinopec is starting the exploration and development of shale gas, like the shale gas in Jiazhou, Changhe Group is also carrying out the same strategy in Bayuan. In the long run, this may be one direction, but for a considerable period of time, the cost of this resource development will be very high, even exceeding the import of natural gas from overseas."

As soon as Sha Zhengyang opened his mouth, he did not speak in an amateur tone at all. You Wangang and Zhong Guangbiao never regarded each other as laymen.

"The petrochemical energy field is nothing more than coal and power generation. The central government has already made arrangements, and the simple oil and natural gas chemical industry field, as Mr. You said, has taken shape. The future competition will mainly be infighting among these companies. Of course, the state-owned assets and the strategy of going global will alleviate this situation to a limited extent, but fundamentally speaking, the competition will intensify, so can it be limited to this field?"

"Actually, we can see that this field is mainly concentrated in the field from mining to refining and then to retail. Mining can have a strategy of going global and there are competition in refining and chemical. However, so many local chemical companies still exist, which shows that the intensity of competition in this area is still controllable. The most intense one may be retail. However, retail is actually optimistic about the domestic rapid growth of private car market, and it can be asserted that in the next twenty years, this market will show a rapid growth momentum with the growth of Chinese people's income, so no one can let the retail sector."

Sha Zhengyang changed the topic, "The retail market, that is, the refined oil market, is a must-fight for military strategists, and now all companies are planning to do so, but have you noticed that the concept of new energy vehicles is emerging, and the central government has also given relatively clear policy guidance on this."

"New energy vehicle?" You Wangang frowned, "Zhengyang, do you mean hydrogen energy or oil-electric hybrid? Or CNG?"

"All of this is true, but in the long run, electric vehicles will gradually become mainstream. The main reason for limiting electric vehicles is that the battery density is insufficient. However, once this technological bottleneck is broken, it may trigger a new energy revolution. The information I personally obtained from various channels may be strongly supported by the central government on this point to alleviate the huge pressure on our country on the security of petrochemical energy, especially oil resources."

Whether it is the God's prophecy or the precise prediction, Sha Zhengyang feels that he can help this part. In the future, the new energy industry and new energy vehicles are in full swing, while giants such as Sinopec seem to be out of the matter. With such powerful resources, but have not played a corresponding role to assume the corresponding responsibilities, Sha Zhengyang is dissatisfied with it.

Although state-owned enterprises have many disadvantages, they have strong resources and advantages in R&D power. In this kind of strategic layout that can be taken first, state-owned enterprises do not boldly try but just want to wait and see, which is too lack of courage.

"What do you mean is that we can make arrangements for new energy?" Even Zhong Guangbiao was a little confused. "Changhe and REC cooperation projects are considered?"

"Not only that, in short, the automobile industry may gradually undergo an evolution from gasoline and diesel to clean energy in the future, and gas stations in the future will gradually evolve into charging stations. Since this is an inevitable trend, why can't enterprises like Sinopec and Changhe Group increase investment in battery research and development and seize technological initiatives? If you feel that the technology is insufficient, can't you take the initiative to cooperate with foreign countries?"

Sha Zhengyang gave his first suggestion.

You Wangang and Zhong Guangbiao couldn't help but frown. Whether it was Sinopec or Changhe Group, they have never been a company that does R&D and manufacturing. They are all integrated enterprises that integrate mining, refining and retail. R&D and manufacturing are too far away for them, especially this deviates from the main business of petrochemical.

Perhaps Sha Zhengyang proposed that the automobile industry will move towards the trend of electric vehicles in the future, but this is a very distant thing after all, and there are many uncertainties. It is not difficult to turn a gas station into a charging station. As long as the electric vehicle forms a climate at that time, it is very simple to change or become both.

Sha Zhengyang also realized that the two of them were not very interested in their proposal, which was reasonable, after all, this was a bit cross-border.

"Zhengyang, your suggestion is a bit beyond our expectations. To be honest, I don't agree with it." You Wangang said frankly: "I know you must be optimistic about this development trend. Even if you want to say that we Sinopec invested some money to develop battery technology with that technology company, it would not be a big problem, but it is difficult to assume the future development direction of Sinopec."

Sha Zhengyang laughed as soon as he heard this, "Mr. You, you look down on me too much. How dare I, a young boy, take on such a big burden as you? Sinopec's future development plan cannot be guided by me, an outsider..."

"Okay, Zhengyang, you and me don't need to hide it. I didn't say your opinion, and would be regarded as the standard by Sinopec. I just hope you will give some directional suggestions and help us develop some ideas." You Wangang said angrily.

This is almost the same, and Sha Zhengyang felt much more at ease.

"Okay, Mr. You, Mr. Zhong, I'll talk to myself, you just listen to it." Sha Zhengyang stopped worrying and said straight.

"Okay, I just hope you will do this. Let's just listen." You Wangang nodded.

"In the long run, I personally suggest that neither Sinopec nor Changhe Group, or even CNOOC, we cannot simply regard ourselves as petrochemical energy companies, because of the limitations, non-circulation, and non-clean type of petrochemical resources, which determines that it will be subject to many constraints. Diversification is a major trend. I also know that Sinopec and Changhe have their own layouts, but I think we can be bolder in terms of angle and strength. Don't stick to the gains and losses of one city and one place, solar energy, wind energy, geothermal energy, coal-to-gas, etc., you can take the initiative to make bold attempts,..."

"This is determined by our country's huge domestic demand. It is difficult to bear it simply by relying on coal, oil and natural gas. Moreover, the huge environmental pressure will force the central government to pay more and more attention to this aspect. It may not be seen now, but within ten years, this trend will be very obvious. It is inevitable to take multiple measures at the same time. Therefore, the investment of money by Mr. You just said is not a big problem, so I hope to see more such small measures,..."
Chapter completed!
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