Suzhou, in Jiangsu Hi-Tech Enterprise Park.
An ordinary-looking middle-aged man squatted in the stairwell, smoking one cigarette after another.
His name is Wang Tielin, and he is an ordinary employee of Jiangsu Hi-Tech. He is responsible for work related to energy and combustion effect testing. He has worked diligently in the same position for 6 years.
In the past six years, he cannot say that he has not received any rewards, but on the one hand, because the company's technical direction is relatively niche, on the other hand, because his technical strength is not top-notch, so the " "Economic benefits" are actually not that much.
Therefore, his life has never reached a level that satisfies him and his family.
Especially after settling in Suzhou and having a child, the various expenses related to mortgage, tuition fees, living expenses, and cram schools made him almost breathless.
Therefore, he is always looking forward to an opportunity to make a fortune, hoping that one day he will make a fortune, solve all his problems, and even directly achieve financial freedom.
——
I have to say that this is actually a wish that most ordinary people have.
However, not all ordinary people will have opportunities like Wang Tielin.
Just two days ago, he learned a piece of exciting news through internal channels, that is:
Jiangsu Hi-Tech has confirmed that it will participate in the energy system test of the Long March-9 rocket and may directly provide technical support for Chang'e-4 and Chang'e-5.
What this means can be understood without saying it.
Once the news is fermented, the stock of the company to which he belongs will soar like the Long March-9 rocket. If the launch goes smoothly, a large number of people will even achieve financial freedom as a result.
He was extremely jealous of the senior executives in the company, and also envied those colleagues who had boldly spent their savings to buy company shares in the employee stock ownership plan in the previous two years.
They really stepped on an opportunity to change their destiny, and they...
Because of being overly cautious or even cowardly, you may miss this opportunity.
However, it seems that it is not too late now.
After all, as a technician, I was actually the first person to get the news. This huge information gap was my advantage.
As long as you buy enough stocks on the secondary market of A-shares, even if they only double, it will be enough to change your life drastically in the next few years.
Therefore, without any hesitation, he immediately raised all the money he had at home, and even borrowed money from relatives, friends and banks. He raised 500,000 yuan in just two days, waiting for the market to open next Monday. Invested in the stock market.
He imagined countless times where stocks would skyrocket and he would achieve financial freedom. The excitement and ecstasy in his heart could hardly be suppressed. If he wasn't worried about the news being leaked, he might have started showing off to the people around him.
——
However, at this moment, a piece of bad news hit him on the head.
The news came from his colleague Lin Fuben, who is also a technician in the field of energy testing.
He is closer to the core level than himself, so he knows more clearly about the inside story of this cooperation with aerospace technology and aerospace power.
According to him, this cooperation may not be so optimistic.
".So to be honest, this cooperation between Aerospace Dynamics and SpaceX is not as simple as most people think."
"Official propaganda deliberately exaggerates the benefits of LITV technology, but almost completely fails to mention the difficulty of realizing this technology."
"You have been engaged in energy system testing, so you may not know much about this, but I have done electronic control projects related to rocket engines before, so I know a little bit about it."
"Let me tell you this, LITV technology is like a sky garden. It looks beautiful and the foundation is very high, but in the end, it floats in the air."
"The most difficult thing is not laying the foundation, the most difficult thing is how to make this garden truly float and fly into the air!"
"Human technology can't do this at all. If you don't believe it, go to the forum and see that all the big guys think so."
"In short, the situation is not good. Anyway, I plan to sell the stocks in my hand. The trading lock-up period has just passed. If I sell out this time, I can still cash out a lot of money."
"I also saw that you had an idea, so I came here to advise you."
"Your family's situation really can't bear your messing around."
Lin Fuben's words were very pertinent, and Wang Tielin could hear his sincerity.
He did think about himself, and he did see the risks he considered.
However, Wang Tielin just couldn't listen.
"Is it really that bad? LITV technology doesn't sound complicated, right? Isn't it essentially a solid-liquid mixed combustion technology?"
"It's not solid-liquid mixed combustion, it's solid-liquid transformation!"
Lin Fuben sighed and continued:
"I can't tell you too many specific technical details, but you only need to know one thing: technology is difficult, implementation is difficult, and it is also difficult for Long March-9 and Chang'e 5 to achieve their expected goals!"
"So, you still want the stock to rise sharply? It would be great if it doesn't fall!"
“If you really want to make money, it’s better to go short.”
"Short?"
Wang Tielin's brows furrowed. He was considered an old stock investor. Although his capital was not much, he knew all kinds of ways to play, so he immediately understood what Lin Fuben meant.
"Do you mean to go short on Hong Kong stocks?"
"yes!"
Lin Fuben nodded.
"But, it's not stable to go long, and it's not stable to go short."
"What if it really happens? This is a project of the Aerospace Group and a national key project."
"It used to be said that nuclear fusion was at least a few decades away, but now? It only took a few years to develop it."
"I think there is still hope."
"That's not the same thing at all!"
Lin Fuben immediately interrupted Wang Tielin and continued to explain:
"Look, we have made several recent technological advances, including nuclear fusion and room-temperature superconductivity. In the final analysis, what is the core issue? It's materials!"
"What's important in materials science? It's luck!"
"Didn't you listen to what they said? Materials science is just like burning a furnace. It's not much different from alchemy. Whoever is lucky will make it."
"But aerospace technology is different. It is system engineering, and the problem cannot be solved by a single breakthrough - if you think about it from another perspective, if we can really develop it, do we still need to buy technology from SpaceX?"
As soon as these words were spoken, Wang Tielin was almost convinced.
Yes, if it can really be done, why bother exchanging it with SpaceX?
For a moment, he had given up the idea of buying stocks to go long, and even eagerly wanted to go short on the Hong Kong stock market. Maybe he could use the mechanism of the Hong Kong stock market to soar into the sky.
But in the end, his reason still held him back.
I have no chance of failure. The risk of shorting Hong Kong stocks is too great.
On the other hand, motivation is also a problem.
Why have I been so impulsive in the past two days to borrow money, make a desperate move, and take advantage of this opportunity? In fact, the original idea is very simple, that is, absolute trust in the official judgment.
Can they go wrong?
Maybe will.
But technically speaking, in the past few years, it seems that they have never missed a beat.
Could it be that this time, I am so unlucky that I will buy a black swan? ?
Wang Tielin didn't believe that his luck would be so bad.
Thinking of this, he said:
"Forget it."
"The credibility of these news is relatively low. Regarding technical discussions, I don't think anyone has a more say than the official."
"Since the aerospace group thinks this technology is feasible, what do I have to question?"
"Fu Ben, I feel that when we invest now, we are investing in the destiny of the country. Do you remember that when fusion appeared, I also planned to invest in it, but because I was too timid, I didn't do it in the end."
"My thoughts were similar to yours at the time. I felt that this technology could not be developed."
"Now, I really regret it to death."
"That's different."
"Nothing is different."
Lin Fuben wanted to persuade Wang Tielin again, but the latter interrupted him as if he had made up his mind.
"I've thought about it. You're right. It's really irrational for me to borrow money for investment. I have to pay the money back."
"However, over the years, I have saved a small amount of two hundred thousand, and I don't plan to keep this little money."
"Follow the authorities, whether you eat meat or starve, I accept it!"
Hearing his words, Lin Fuben's eyes showed sympathy.
In his opinion, Wang Tielin was probably "on top".
At this time, he couldn't listen to anyone's advice.
What a pity. The more he believes in something, the worse his fall will be.
The Long March-9 is definitely not possible. I haven’t spoken out clearly, but in fact, I have more “internal” information.
Not only myself, but most of the capital in the international market has actually taken action after hearing the news.
Wang Tielin’s actions are undoubtedly going against the trend.
Redwood Capital Headquarters.
Ji Cheng is one of the most experienced traders at Honglin Capital. Every project he handles can be said to represent the highest level in the industry. In the early days, he even made large-scale investments in Huaxia soybeans and edible oil.
Under his leadership, Blackstone Capital's Chinese counterpart, Honglin Capital, also achieved great success in just a few years.
By 2006, Honglin Capital had even controlled more than 15% of the local real estate market.
However, from that year onwards, the situation took a turn for the worse.
First, there was the large-scale infrastructure construction operation, and then there was the global financial crisis. Life for Redwood Capital suddenly became difficult. The sites it had originally captured were lost one by one. As of 2013, it has set a record of seven consecutive years of funding losses. An astonishing record of negative growth.
If it weren't for Ji Cheng who spent every penny to patch things up and keep the basic profits, this capital group might even have collapsed directly.
Therefore, it urgently needs a suitable project to save itself - and it just so happens that Ji Cheng saw such an opportunity.
Facing the people listening to the report in the conference room, he said confidently:
".So based on the current situation we have, investing in China's aerospace industry is an absolutely unmistakable choice."
"Of course, in the recent past, we have also noticed some interference, the most critical of which is related to the technical cooperation between Aerospace Power and SpaceX, that is, matters related to LITV technology."
"We consulted many scholars and technical researchers in the field and conducted careful investigations, and finally concluded that aerospace power has probably indeed chosen a wrong technical route."
After the words fell, everyone in the conference room started talking.
This argument is obviously contrary to the investment advice Ji Cheng gave at the beginning, so what is the meaning of what he said?
Looking at everyone's reactions, Ji Cheng smiled slightly.
Then he continued:
"Everyone, don't worry."
"We are all mature investors, so we must all understand the truth."
"That is, the long-term trend of an investment target is often irrelevant to its short-term fluctuations, or even completely opposite."
"And the opportunity in front of us is the most typical example."
"Will aerospace power really fail completely because of a mistake in the technical route? Impossible, right?"
"The foundation China has accumulated in recent years is enough for them to make one, two, or even dozens of mistakes without restraint."
"So, the future trend is extremely obvious, and they will definitely develop unstoppably upward and to higher places."
"But in the short term, they do face risks from LITV technology."
"And this is our opportunity."
"With this opportunity, we can not only make profits by shorting several key targets, but also enlarge our holdings through the secondary market after their prices fall to lows, and even achieve acquisitions."
"You know this is impossible!"
Someone in the conference room immediately interrupted Ji Cheng.
"The several aerospace targets we have seen are all officially controlled by China. Isn't it fanciful to want to have influence through the secondary market?"
Upon hearing this, Ji Cheng retorted without hesitation:
"I'm not talking about aerospace power, or any company that starts with aerospace."
"It's other companies that provide them with marginal support."
"For example, Jiangsu Hi-Tech, Feihong, Guangku, you know, China has a traditional strategy called rural areas surrounding cities."
"This strategy is not only used in the field of war. In fact, its core runs through all large-scale projects and plans in China."
"Including the mergers and acquisitions initiated by China White Gloves of a large number of companies in the United States, they were actually carried out under the guidance of such a strategy."
"Isn't it? I want to ask everyone, have you ever seen China Xiaxia directly acquire Lockheed Martin, acquire Boeing, or acquire SpaceX?"
"Even if they do, they only hold a tiny, tiny, insignificant share."
"What they are really targeting are the 'parasitic companies' surrounding the giants, such as LMS and Tesla."
"In that case, why can't we adopt the same strategy as them?"
"Isn't it the best plan to seize the initiative on the periphery and launch attacks on those huge main bodies step by step to achieve our ultimate goal?"
In the conference room, everyone was lost in thought.
Yes, the most fundamental purpose of Honglin Capital is actually to control China's economic lifeline.
And since the goal cannot be achieved through direct means, as Ji Cheng said, taking steps step by step seems to be a good strategy?
In just a few minutes, everyone present quickly made their choice.
They all raised their hands in agreement, and each of these hands also marked that a round of hunting for Chinese aerospace-related companies was about to officially begin.
(End of chapter)
