"How about visiting Baosteel's smart factory this time?"
The drive between Suzhou and Shenhai takes about one and a half hours, while the drive between Suzhou and Jinling is nearly three hours.
Except for some special days, it is more convenient to go to Shenhai from Gusu than to Jinling.
Jiangsu Province has always been known as Bulk Jiangsu Province. Even Wuzhong District, Gusu District and Huqiu District in Gusu City are not convinced by anyone.
Not to mention that Gusu never considered itself inferior to Jinling.
After Li Miaomiao visited Baosteel's smart factory, her driver drove her and her secretary back to Suzhou that afternoon.
After she got home at night, Li Shuyao asked while lying on the sofa.
Li Miaomiao replied: “I can only say that it looks very sci-fi and futuristic in appearance.
As for whether the specific production effect can meet expectations, it still depends on the production effect in the next six months. "
In front of his family, Li Miaomiao would not say superficial polite words like he did outside.
She is cautiously optimistic about smart factories, mainly because the uncertainty of this thing is too high.
If smart factories want to be rolled out on a large scale, manufacturing giants must see tangible benefits.
It’s not that the giants can’t afford this, the cost of one set is close to 2 billion RMB.
The benefits here are not only cost savings, but also efficiency improvements, safe production, labor savings, etc.
Li Shuyao lamented: “Recently, the secondary market has been all hyped around the concept of smart industry.”
“The market value of the manufacturers shortlisted for this smart factory has at least doubled.”
"The fund managers in our company are all asking me if I had received the news in advance and why I didn't tell them."
"The white eyes in my heart are almost flying to the sky."
After Li Shuyao worked at CICC for more than two years, she seized the opportunity to join Soochow Securities as a fund manager from CICC.
CICC's platform is definitely better than Soochow, but at CICC you are just a clerk, and when you come to Soochow to accept an old fund, the challenge and sense of achievement are completely different.
After Li Shuyao jumped to Soochow Securities, she first moved to Li Miaomiao's villa to live with her.
In her words, first-come-first-served is those who are closer to the water and can get first-hand information.
Although Li Miaomiao would not tell her directly, Li Shuyao could analyze many clues just from Li Miaomiao's schedule and some inspections.
"Are they jealous of you? Didn't the capital market already know that we and Huawei joined forces to establish industrial VR?
As for the specific upstream and downstream companies in the supply chain, there are still channels to find out. "
Li Miaomiao asked while hanging the bag and coat in his hand on the white floor-standing coat rack.
Li Shuyao sighed: "After I went to Soochow, my colleagues in the company basically passed my information everywhere.
Not to mention that the last time you came to pick me up from get off work, your colleagues took pictures and posted them in the company group.
The market value of the fund I manage this time has grown rapidly in the past two days through investments in smart industrial chain companies.
Those fund managers could see my positions and felt that I knew the news in advance. "
Projects like this one between Huawei and Baosteel require the use of communication equipment, a large number of robots and self-driving trucks.
Huawei alone is obviously unable to handle all of this, and it will inevitably need to introduce other suppliers.
Baosteel outsources the entire project to Huawei. Which supplier Huawei has found will not be mentioned in Baosteel's public announcements.
Since Huawei is not a listed company, it will not make public announcements.
Li Shuyao complained: “These suppliers have entered Huawei’s core supplier list a long time ago.
Even ** Technology issued an announcement two years ago, announcing that the company had entered Huawei's platinum supplier list.
There is no need for inside information at all, what is needed is the ability to associate.
No matter how you think about it, you know that for the cooperation between Huawei and Baosteel, for such an important project, we will definitely only choose suppliers that we have cooperated with before and that we trust enough.
This doesn't require any inside information at all. "
Li Miaomiao smiled: "So not all fund managers can make money.
The private equity fund I bought from a certain private equity institution last year made me lose more than ten points in one year. "
Li Miaomiao bought private equity purely to help her friends, and of course it was also for the purpose of property allocation.
Li Shuyao said helplessly: “The competition among fund managers is very fierce.
Some customers with great powers know from some source that I am your sister.
Then transfer the money from other fund managers in Soochow to me.
The money-making performance of the fund manager you know is one part, and the user's purchase share is another part.
Originally, after I joined the company, a few large clients switched to me from other fund managers, which already caused dissatisfaction. "
Miraculous and well-informed customers generally have more funds.
"This time, because of market sentiment, companies upstream and downstream of Baosteel's supply chain were being hyped. I just happened to step into this wave of market conditions, and they started to give various hints again."
There have been more and more new funds launched in recent years.
Although fund managers are not as naked as the front-office competition, the competition is definitely fierce.
The front-office department of a securities firm is a pure zero-sum game.
Li Miaomiao didn't say anything on the surface, but just nodded to show that what you said made sense.
In fact, she was thinking that sometimes work calls came to her when she was at home, and Li Shuyao could hear clues from the content of her calls.
After all, senior executives from Huawei often call to communicate about Baosteel’s smart factory project.
Baosteel can find other suppliers for any aspect of this project, but for industrial VR, it can only find Kechuang Biotechnology.
The value of the information obtained overtly and covertly around Li Miaomiao cannot be simply measured by money.
Any information is valuable, it just depends on whether you can find a way for the information to exert its value, which is the so-called monetization path.
At that time, seafarers could imagine that shipping performance would explode through their personal experience of running ships, so they bought large amounts of leading stocks in the shipping field and reaped the dividends of this shipping cycle.
"Okay, okay, if you're not happy at Soochow, it's better to go back to Jiangcheng University and take an administrative position.
Prepare well and pass the test casually in two or three months. "
At that time, no one was willing to take the administrative position at Jiangsu University. Later, as the number of jobs became more and more difficult, it was not unusual for master's students from Yanda to compete for the administrative position at Jiangda.
Li Miaomiao said this simply because she didn't want to hear Li Shuyao complain.
Sure enough, as soon as she finished speaking, Li Shuyao quickly shook her head: "No, I have stayed in Jiang University for too many years.
Even if I really want to work in a university administrative position, I don’t want to go back to Jiangnan University.
What's more, in Soochow, it was just a few words of yin and yang, which was nothing at all.
Being a fund manager is quite interesting.
Next time I come to Science and Technology for inspection, please remember to welcome me. "
"It's best to have Zheng Li take action in person. I've been in Gusu for half a year, and I haven't met Zheng Li in person yet. He's too homely."
Li Miaomiao nodded and said, "You just know?"
"Zheng Li usually doesn't move when nothing happens."
"The company has a dedicated securities consulting department responsible for reception and answering questions. I don't need to do this personally."
Most listed companies will have a securities affairs department responsible for reception. Of course, some small listed companies or companies that need brokers to raise their stock prices will send senior executives to receive them.
However, for a company of the size of Kechuang Biotechnology, it is unlikely that powerful executives will personally receive investigations from securities firms.
"And I suggest that you research more manufacturing companies. The manufacturing industry has developed rapidly in recent years." Li Miaomiao reminded.
Li Shuyao: "I know that the manufacturing industry has developed rapidly in recent years."
“In fact, the consumer electronics industry, which is mainly based on brain-computer connection VR, is developing rapidly.
Among them, companies that connect brain-computer to the upstream and downstream of the VR supply chain have been speculated for several rounds, and now their market value is already very high when they enter the market. "
“Right now, our fund managers are basically paying attention to the results of the commissioning of Baosteel’s smart base.
If the effect is good, then it can be believed that the subsequent steel industry will gradually promote intelligence to replace the original industry structure. "
"Then the suppliers of this round of smart bases will receive long-term dividends and their market value will rise, similar to the companies that received LNG orders two or three years ago.
The lng order was thought to be a short-term large order at the time, but it turned out to be a long-term benefit of about five years. "
Although the Chinese stock market does not have a mechanism to protect small and medium shareholders, the profits of listed companies have little to do with small and medium shareholders.
Value investing looks a little pale in big a.
But after all, in the long run, the market value of a company will ultimately return to its performance.
The so-called "corporate moat" can also be reflected in five years of comprehensive financial reports.
Li Miaomiao reminded: "Not only Baosteel, but also smart factories developed by Ali and Panzhihua Iron and Steel are on the way and are expected to be put into production in the first half of this year."
Goose Factory also wants to do it, but Goose Factory has little experience in the manufacturing industry, and production like this, which is related to the lifeline of the company, will not be easily handed over to them.
They need to start with the basics and reach trust with the steel companies before discussing the next complete solution.
For Goose Factory, it has fallen too far behind Ali and Huawei. Now if it wants to enter this track again, it will take at least two years to catch up.
Goose Factory executives thought for a long time and finally chose to abandon this track.
"It's not just steel that is gradually buying into intelligence, but also other manufacturing companies, and the artificial intelligence technology accumulated in the past is gradually being implemented in these manufacturing industries."
Li Miaomiao stood at a higher position and had access to a lot of information that Li Shuyao could not see.
Li Shuyao nodded and said: "I understand, I will study it carefully. If you say more, you will be suspected of violating the rules."
Li Miaomiao: "I didn't tell you the news about Kechuang Biotechnology. I was just chatting casually in the industry."
Li Shuyao: "Ali and you have jointly established an industrial VR-related enterprise. This news involves Science and Technology Biotechnology."
Li Miaomiao smiled and said, "You are quite cautious."
...
At the beginning of 2026, China has achieved overtaking in a corner. By orbiting the lunar space station, China has enabled astronauts to travel back and forth between the space station and the moon.
“The most important thing about this moon landing is to establish a small base on the moon, which can be used by about 5-10 people.
In the future, Russian and Europa Union astronauts may land on the moon through our lunar space station.
They will land near our lunar base and conduct scientific research activities at our lunar base. "
After the successful development of life-extending drugs, the relationship between China and the European Union entered a new stage.
Russia contributed data accumulated by its predecessors during the Chinese moon landing.
Therefore, China has long promised to allow Russian astronauts to enter China's lunar base.
As for the Europa Union astronauts' visit to China's lunar base, this matter has only recently started to be discussed.
In addition, the reason why three people landed on the moon is that a branch must be established on the moon. Three people are the minimum number required for the establishment of a branch.
“What I want to do most is grow vegetables. What kind of vegetables do you think is suitable for growing on the moon?
And can it be eaten if grown? "
Planting belongs to the racial talent of Chinese people, and they always want to plant something no matter where they go.
The more desolate and sparsely populated it is, the more I want to plant something.
Even in Xiuxian, many protagonists’ professions are spiritual husbands.
"Cress, among the things we need to bring are cress seeds.
Previously, Amerikan successfully used the lunar soil brought back by the Apollo to grow cress.
Cress has also been successfully grown on the lunar soil brought back by our lunar exploration rover.
However, if you can successfully plant it on Blue Star, you may not be able to successfully plant it on the moon. "
The moon is not very hospitable to life.
The temperature difference between morning and evening exceeds 300 degrees Celsius, there is no air, and it is filled with high-energy particles and solar wind.
These are seriously detrimental to the survival of life, and it is difficult for even the toughest plants to survive in this environment.
"Where's the cotton?"
"Cotton is not expected to be brought this time. The Chang'e 4 mission planted cotton on the moon, but the soil from Blue Star was still used.
This time we need to plant directly on the lunar soil, and the only thing we can use is a temperature control device. "
Plant growth will be different on the moon than on a blue star.
Chinese scientists knew this five years ago.
The cotton they planted at that time successfully sprouted and grew leaves.
But there are some differences in the growth mechanism of plants on the moon.
"We need to take into account that lunar soil will be different from blue star soil.
Therefore, the seeds we prepare are not only cress, but also other seeds with low growth requirements. "
“The cycles of the moon affect plant growth.
The gravitational pull of the moon causes tidal ebb and flow, which affects the moisture in the soil.
So we need to plant seeds during the full moon and new moon.
During these two times, more water will be pulled to the soil surface, and the seeds will be able to absorb more water.
This allows the seeds to swell, producing larger germination and better growth. "
Moon cultivation is a science, and it is a science that needs to be considered in many aspects.
Scientists in China have very little experience in this subject, or there is no scientist in the entire Blue Star who is mainly engaged in research in this field.
Because there is no reference sample.
If it weren't for Merlin's arrival, the Blue Stars would not have landed on the moon for more than fifty years.
How can you do research if there are no samples for you to use as a practical reference? It is simply unrealistic to rely on theoretical research for lunar planting.
"Professor Li has already sent it to me based on the principle of moon phase planting. Everyone should read it before going up."
