Countercurrent 1978 starts with the production team

The two people spoke not loudly, and only a few people around them knew about it. But what did those dancers know? They couldn't understand what the two people were talking about.

They may have heard of the names of Charter King and Wharf, but they, as uneducated prostitutes, have no interest in business matters.

Zhao Shizong took two puffs of his cigar slowly while looking at Chu Jianghe next to him.

He had no way of judging the truth or falsehood of what Chu Jianghe said, but his expression seemed to say, you, a young man from the mainland, how can you say that the chartering king has the ambition to get involved in Wharf?

It can be said that the charter king has no shortage of strength, but will the Keswick family of Yihe Matheson let go so easily?

Zhao Shizong thought that this matter would not be that simple, and he would have to send someone to check the details of this young man later.

If this young boy comes to me and talks nonsense for no reason, I will inevitably give him a taste of pain.

Chu Jianghe looked indifferent and lit up a cigarette to face him calmly. This look made Zhao Shizong take it for granted that this young boy was confident and that was why he behaved like this.

Zhao Shizong looked at him for a long time, wondering where his strong confidence came from, so he asked the dancer next to him to sit further away, and he changed his position to sit closer to Chu Jianghe.

Zhao Shizong asked in a low voice: "Boss Chu, I don't know what you mean by leaving a way out?"

Seeing Zhao Shizong lowering his posture and asking for advice, Chu Jianghe secretly smiled in his heart, this is the right thing, you have to have an attitude of asking for advice.

Chu Jianghe chuckled and said: "Mr. Zhao, the fire is cooking the oil, the flowers are brocaded, the moon is full and the moon is full, and the water is full and the oil is overflowing."

After hearing this, Zhao Shizong lowered his head and took a puff of his cigar, then looked at Chu Jianghe thoughtfully and said, "Boss Chu might as well speak more clearly."

Chu Jianghe smiled again: "The 1967 Arab-Israeli war led to the closure of the Suins Canal. Ships that used to bypass the Suins Canal had to go far away from the Cape of Good Hope. This situation has brought great opportunities to the shipping industry. , many shipowners who were already on the verge of bankruptcy suddenly found that their cash flow could repay any debts. Due to this sudden opportunity, the shipping industry became the most promising and profitable industry at the time. Your father-in-law and the chartering king therefore I believe Mr. Zhao knows best about making a fortune, so I don’t need to say more.”

“The economy before the collapse of the gold standard and the international monetary system was characterized by high inflation and low interest rates, which attracted a large amount of investment to the shipping industry.”

“After the outbreak of the Fourth Middle East War in 1973, the Arab member states of OPEC raised crude oil prices significantly, causing crude oil prices to more than triple, ultimately triggering a global economic crisis. Oil tankers suffered considerable damage as a result. It was such a heavy blow that the Charter King wanted to abandon the ship and go ashore. Wharf happened to be the best opportunity that the Charter King had ever encountered, so it was inevitable that the Wharf Charter King would win."

Chu Jianghe's few words made Zhao Shizong look at him with admiration. He didn't expect this young man from the mainland to have such a vision.

For the Zhao family, which mainly focuses on the shipping industry, they are naturally aware of the current situation of the shipping industry. About 20% of the world's large oil tanker capacity is currently idle, but orders from shipyards have not decreased. This can already explain a problem.

However, Zhao Shizong still thinks that this young man is alarmist. The chartered ship king now has a shipping capacity of about 2000 million tons, most of which are oil tankers, and its partners are all well-known oil companies in the world. As the top shipowner in the industry, there is no The reason would be such a big hit.

For Wharf, it was just a casual investment made by the chartering king.

Although the Zhao family is not as powerful as the Charter King, they can only operate bulk cargo ships. There is no business conflict with the Charter King, and they do not see any impact.

Zhao Shizong looked at Chu Jianghe intently for a while, and then said: "Boss Chu, you may not know that our Zhao family mainly operates bulk carriers."

Chu Jianghe took a puff of cigarette and smiled calmly: "Master Zhao, when an avalanche occurs, no snowflake is innocent."

Zhao Shizong frowned: "Boss Chu, are you saying that the entire shipping industry will be hit?"

Chu Jianghe said in an extremely certain tone: "No, it will definitely happen! The rising trend of maritime trade volume that has been maintained since World War II has stagnated in 1973. When war breaks out again in the Middle East, oil prices will definitely skyrocket again, giving the country The global economy is getting worse and worse, and the global trade volume will further shrink by then. The reduction in trade volume, coupled with the skyrocketing oil prices, reduced demand for crude oil, and the outflow of hot money, will inevitably lead to a situation of oversupply in the entire shipping industry. , when the time comes, I think it will be difficult for the Zhao family to be alone."

The development of any industry will not always be upward. There are highs and lows.

When the shipping industry is booming, some people only see the profits but not the risks.

It often takes several years to build a ship. Maybe this year you see the shipping industry growing like a fire, but next year you may see it as cold as ice.

In the past few years, the sea freight for masks has skyrocketed several times or more. When the masks are over, you will see that all the ports are filled with mountains of containers.

To enjoy the dividends when the industry is booming, you have to endure the pain when the industry goes down.

Others didn't know it, but Chu Jianghe knew it.

In December 1979, the war in Afghanistan broke out, followed by the shipping Great Depression that began in the 12s.

By 80, the value of the cargo ship that started operating in the early 1986s was only one-fifth of what it was when it was first launched. You can imagine the tragedy.

Some people say that there are only four major families in Hong Kong City: Li Jiacheng, Zheng Yutong, Guo Desheng, and Li Shauji.

However, the shipping king Bao Yugang was not among them. It can be seen that although the shipping king had long wanted to abandon the ship and go ashore, he had no choice but to have a big business and was still deeply affected by the Great Shipping Depression.

But the entire shipping industry started in the 80s and continued until 2008. It no longer had the glorious scene of the 60s.

The Zhao family, where Zhao Shizong lived, also suffered greatly during the shipping depression in the 80s.

Huaguang Group, whose family is listed on the Hong Kong Stock Exchange, encountered a financial crisis due to its main shipping business being greatly affected. It owed about HK$67 billion in debt and was suspended from trading on the Hong Kong Stock Exchange.

It was also the strong man of the Zhao family who cut his teeth. On the one hand, he sold off the real estate and other non-core businesses of the group; on the other hand, he reluctantly auctioned hundreds of antiques, which turned the tide and saved the building from collapse.

Finally, we reached a settlement with the creditors and completed the asset reorganization, and then we slowly recovered.

After listening to what Chu Jianghe said, Zhao Shizong remained silent, but the frequency of smoking cigars began to increase. He could now smoke several cigars per minute, which originally took two to three minutes.

Zhao Shizong was not a fool. After Chu Jianghe broke it into pieces, kneaded it and explained it in detail, Zhao Shizong thought about it seriously and felt that what Chu Jianghe said was very reasonable.

Originally, he was just blinded by the temporary scene, thinking that the current situation was just a normal fluctuation in the shipping industry.

Now that I think about it, shipowners like them are too blindly optimistic. The Middle East has never been peaceful. If a war breaks out again, under the influence of several factors, the situation he mentioned is very likely to occur.

Even if there is only a one percent chance, the Zhao family, which mainly focuses on the shipping industry, must prepare a complete response strategy.

Otherwise, if you are not careful, the Zhao family will fall into an abyss.

As for Chu Jianghe's statement that the chartered ship king was bound to win the Wharf, Zhao Shizong also felt that it was highly possible.

Zhao Shizong pondered for a long time, then raised his head and said to Chu Jianghe: "Boss Chu, what specific business do you want to discuss with me?"

At this time, Zhao Shizong finally looked seriously at Chu Jianghe.