Reborn Resource Tycoon

"You mean... the sea freight will be further increased?" Yu Qiuxia immediately sat up straight. This is related to the future of Guo's Shipping Group.If it was said by other people, she might have laughed it off, but she couldn't ignore what Fang Mingyuan said.

"Well, my personal opinion. For a long period of time in the future, within five years, shipping costs will basically show an upward trend." Fang Mingyuan said.

"Why? Because of the rapid development of China's economy?" Yu Qiuxia asked immediately. Fang Mingyuan had been advising Guo's Shipping Group to focus on China's business many years ago, and he took over Guo's Shipping Group. Even more so after the post of company president.And the strong economic growth in China has indeed brought sufficient supply of goods to Guo's Shipping Group Company, ensuring the strong business expansion of Guo's Shipping Group Company over the years.

Fang Mingyuan pondered for a moment and said, "There are many reasons..."

China's economy is growing strongly, and the total import and export volume is growing rapidly every year, and the most developed area of ​​China's economy is in the southeast coastal area, which determines that the largest mode of transportation for China's import and export trade is undoubtedly by sea.According to statistics from relevant departments, in China's import and export trade, goods transported by sea accounted for [-]% of the total!With the development of China's economy and the improvement of the living standards of as many as [-] to [-] million people, China must import an astonishing amount of raw materials, crude oil and agricultural products from overseas every year, and the growth rate will be very alarming.And these must be transported by sea.Iron ore and soybeans are undoubtedly obvious examples.However, the capacity of international shipping companies is only so much, and shipbuilding cannot be completed and put into use in three to five days, and there is always a lag period.The capacity cannot meet the demand, and the price increase has naturally become a matter of course.

Moreover, due to the development of the world economy, the demand for crude oil is also increasing, coupled with the depreciation of the US dollar and the fueling of international capital.For a long time to come, the international market price of crude oil will rise all the way.The rise in the price of crude oil will naturally lead to an increase in the price of fuel oil.Fuel oil is the main fuel used by ships in the shipping market, and changes in its price will naturally affect the rise and fall of shipping costs.

Of course, this is also due to the secret promotion of international capital. Today's international capital, the means of making money is no longer naked exploitation, but a ring of conspiracy, making people jump in on their own initiative .For example, China's steel industry is booming.There is the secret "promotion" of Japanese capital behind it. The establishment of many state-owned steel companies in China is supported by Japanese steel companies headed by Nippon Steel in terms of technology and logistics. They are indeed gaining competition from domestic competitors. Advantages, and there may even be a few products that are internationally competitive.

However, "help" cannot be free. The price is that the two parties form a community of interest exchange, and the Japanese side can benefit from other links in the industrial chain - because they have already penetrated and deployed control in the upstream and downstream of the relevant industrial chain.The price of iron ore has started to rise, and the price of sea freight has also begun to rise.However, the price of steel in the international market has not risen significantly.As a result, the profits that Huaxia's steel mills can obtain will naturally decline.And those iron and steel companies that did not cooperate with Japanese capital suffered even more losses in the process.Not only did they lack technology and experience, but they also suffered from rising prices of iron ore and freight.

And iron ore prices rose.The Japanese are not afraid because they control the mines; the Japanese are not afraid of rising shipping prices because they have shipping companies.in Japan.Steel, shipping, shipbuilding and other related companies are mostly under the guidance of Japanese trading companies, forming a close relationship of mutual shareholding, benefit sharing, and risk sharing.loss to a business.Can be taken from other parts of the same body of interest.They can even earn excess profits from iron ore and shipping, which is more than the losses of steel companies.In this way, you can hit your competitors and make more profits.

And even if the Huaxia people can see the intention of Japanese capital, do Huaxia Iron and Steel Enterprises, which lack independent innovation capabilities and industrial chain integration capabilities, have the confidence to reject Japanese capital?Even knowing that the Japanese can make up for losses outside the bank, what else can they say except protest?This is completely in line with the current international trade rules.

Yu Qiuxia nodded again and again. What Fang Mingyuan said was at least well-founded, not just guesswork.Moreover, she also saw that the Japanese trading company model and Fang Mingyuan's goal of forming a one-stop industrial chain in the steel industry as much as possible now has the same purpose.This can ensure the maximization of profits, and even if there is a loss in a certain link, it can be made up in other areas.In this case, unless there is an economic crisis, otherwise, it is difficult to have a comprehensive loss.Moreover, Fang Mingyuan is gradually attracting more domestic capital to join this industrial chain, and the first thing to let go is the equity of steel companies.This is because Fang Mingyuan only needs to control the supply of raw materials from above, and then control the main customers of the company. Even if the equity is dispersed, the Fang family no longer has a controlling stake, and the Fang family's position in the company will not be significantly affected.

"Sister Qiuxia, I think the prosperity of the shipping industry in the next four to five years can still be guaranteed. Moreover, if we do well, even if there is a worldwide economic crisis, the company will not be hurt. It will be an opportunity for the company to upgrade its ships." Fang Mingyuan said with a smile, "So, in the near future, I think we can actively carry out mergers and acquisitions, order new ships, and charter ships."

Yu Qiuxia nodded slightly. If it is true what Fang Mingyuan said, Guo's Shipping Group should continue to expand its fleet and increase its capacity to meet this opportunity.

Fang Mingyuan took out two documents from the briefcase beside him, handed them to Yu Qiuxia and said, "Actually, not only are we aware of this, but the Japanese are also making the same preparations. This is Lin Lian and the others from Japan. The investigation report sent back. Well, Miss Qiuxia, as you know, at present, in the international shipping industry, capesize ships and ultra-large bulk carriers are mainly engaged in ocean-going ore transportation. More than three-quarters of the shipping volume. Panamax ships are mainly engaged in short-sea ore transportation. In the world, there are nearly 13 large Capesize ships and ultra-large bulk carriers with more than 90.00 tons. The number of ships owned is less than [-]. On the iron ore route from the west coast of Brazil and Australia to China, there are even [-]-ton Panamax transport ships. This shows that the domestic transportation capacity is seriously insufficient, and a large number of The transportation business is handed over to foreign companies. I calculated, if the transportation capacity of our company is removed, then about [-]% of the remaining iron ore is transported by foreign shipping companies.”

The current world shipping market is controlled by shipping developed countries. Among the world's top 10 bulk shipping companies, three are Japanese companies, Guo's Shipping Group ranks seventh, and the rest are European companies.Since Guo's Shipping Group previously concentrated its efforts on the establishment of the supertanker fleet and the integration and renewal of the original container fleet, the investment in bulk carriers is naturally relatively small.

"As for the bulk carrier used to transport iron ore, Japan has an absolute advantage. The bulk carrier fleet of the three shipping companies accounts for about 40.00% of the world's shipping capacity of this type of ship. And the three shipping companies plan to continue to expand their own The size of the fleet, from another perspective, proves that shipping costs are likely to rise." Fang Mingyuan said confidently.In fact, his self-confidence does not come from these materials, but he knows that in his previous life, the total size of the fleets of Japan's three major shipping companies exceeded [-] ships, which is an astonishing number, which is the current total fleet size of the three major shipping companies. Twice as much is more than enough.This does not include the old ships that the three major shipping companies have eliminated in these years.

In fact, since the beginning of the new century, the growth rate of the world's ore trade volume has been higher than the growth rate of the bulk carrier fleet capacity of the shipping industry, which makes the capacity of the existing bulk carrier fleet unable to meet the increasing demand for ore transport volume. Fees are bound to rise.Moreover, due to India's imposition of iron ore export tariffs in the near future, many Chinese steel companies have to shift their demand for iron ore from India to Australia, Brazil, and South Africa, which in turn will shorten the transportation distance and shipping schedule. Longer and more tense shipping capacity, but also promote the rise of shipping costs.

Yu Qiuxia flipped through the information in his hand, but the more he looked at it, the more startled he became. As Fang Mingyuan said, the three major shipping companies in Japan have invested huge sums of money this time, ordering new ships, including ships leased from other ship owners. Including, the total investment in three years exceeded two trillion yen, and the fleet size increased by 20.00% Seven!It can be called a big deal!

"We want to get ahead of them. Most of the inland iron and steel enterprises still use spot bidding and chartering methods when importing iron ore. Only a few large state-owned enterprises such as Haibao Iron and Steel have signed long-term transportation contracts. The shipping volume only accounts for about [-]% of the country's imported iron ore!" Fang Mingyuan said, "Due to the scale, location of the factory, and whether the management has a long-term vision, etc., most other iron and steel companies have no business relationship with large shipping companies. The qualifications for dialogue, but their collective needs are quite amazing! This is our opportunity!" (To be continued..)