Rebirth: The Financial Giant

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On Tuesday, July 2, today's A-share market closed a high-level red small cross star K line, and the Shanghai Stock Exchange surged to 3048.48 points in the day, failing to break through the previous high of 3050 points.

In the morning, the two markets opened slightly lower. After the opening, the three major stock indexes fluctuated. The Shenzhen Component Index and the ChiNext Index fell again after turning red. In the afternoon, the Shanghai and Shenzhen markets maintained a volatile trend, and individual stocks were also calm.

To put it bluntly, it's boring.

As of the close, the Shanghai Composite Index closed at 3043 points, down -0.03%, the Shenzhen Component Index closed at 9545 points, up +0.16%, and the ChiNext Index closed at 1570 points, up +0.15%.

Like the broader market today, Tiansheng Holdings closed a red cross star K line. The intraday stock price reached 97,907.34 yuan, a small record high, and closed at 97,405.64 yuan after the market, up +0.14%. The market value is 7792.451 billion yuan.

From the perspective of industry sectors, today's pork concept stocks have returned, the new energy vehicle sector has also strengthened, the domestic aircraft carrier sector has performed quite actively, and iron ore concept stocks have also risen.

Sectors such as tobacco, artificial meat, and liquor concepts were among the top gainers, while concept sectors such as garbage classification and environmental protection projects led the decline.

Fulongma fell by the limit today, and the stock price closed at 63.33 yuan.

The second wave of the main rising wave market of this stock hit 11 consecutive boards and failed. Since the first board's daily limit, it has gone out of 19 boards in 22 days.

Today, Fulongma, the leader of the two cities, opened higher, and the stock price surged to 77.36 half an hour before the opening. After all, it was the daily limit. At about 10:00, it suddenly dived and collapsed, which also brought the environmental protection concept sector to collapse.

Since the daily limit of the first board on May 31, Fulongma has achieved a cumulative increase of +557.82% as of today's highest point, more than 5 times in one month, enough to be included in the list of the top ten demon stocks in 2019.

In January of this year, there is no doubt that Dongfang Communications, the big demon of the New Year's Eve, in February, it is the demon emperor Shunhao Shares, which surpassed the epic 29-connected board of Fengfeng Technology, and then the alternate stage from the end of February to the beginning of March is In the big financial market, Jiantou, PICC, and Bauhinia Bank are indistinguishable. In April, the big monster is Qiming Fubon, while the monster stock in May is Jinli permanent magnet from the concept of rare earth permanent magnet.

As for June, there is no doubt that it is Fulongma. Since its launch, only 2 negative lines have been received. The rest of the trading days are either the daily limit or the way to the daily limit.

Almost every month in the Big A and the two cities, a representative stock is speculated by the market, and it is not enough to be called a demon stock if it does not double.

...

At about 17:00 this afternoon, a message reached Lu Ming's ears, and he was stunned for a while.

In the company headquarters, Lu Ming's office, he sat in the boss chair and looked at the beautiful assistant who came to report the situation and said, "What's the situation? The head of the Commerce Department in North America, Ross... That guy wants me to buy natural gas from North America? "

My heart was instantly happy.

Han Qiulin didn't know what he was thinking, she nodded and added: "In the latest negotiation that has just resumed, one of the conditions in North America is to designate Tiansheng Group to pay for natural gas and sign a contract with their Venture-Global-LNG company. A 20-year long-term purchase and sale agreement for LNG."

Hearing this news, Lu Ming was really happy, the commander is definitely a good person.

Before, he took the U.S. stock market out of the second major circuit breaker, and Tiansheng Capital earned more than 1 trillion yuan. Now it is an operation to forcefully sell natural gas.

What else can I do?

I can only make money with tears, because three years later, the price of natural gas has skyrocketed tenfold to $3,000/thousand cubic meters, which is a tenfold increase.

Lu Ming immediately asked, "How much should I pay each year to buy it?"

It is not the first time that the ugly country has forced the sale of natural gas, because as early as last year, it was also Ross who said quite arrogantly: The easiest way to make America happy is to buy more North American natural gas.

Just in February 2018, Cheniere-Energy, a North American natural gas supply giant, signed the first long-term contract with a domestic company to supply North American LNG to Greater China. The agreement signed with a domestic oil and gas group company lasts for 25 year.

At this time, Han Qiulin replied: "The other party requested to purchase 3.5 million tons of LNG per year at a price of 300 US dollars per thousand cubic meters."

LNG is liquefied natural gas. After gasification of 1 ton of LNG, about 1495 cubic meters of natural gas can be obtained. The annual purchase of 350 tons of LNG is about 5.25 billion cubic meters of natural gas. The 20-year contract is 70 million tons of LNG, which is about 105 billion cubic meters. .

Han Qiulin added: "The United States has made additional supplements to this, requiring the agreement to be a fixed-price purchase and a liquidated damage of $11.5 billion."

Hearing this, Lu Ming's expression management was in place, but his stomach already hurt from laughing, and he immediately said without hesitation: "No problem, sign!"

Gu Jia

Good guy, Lu Ming was about to cry with laughter in his heart. The commander was afraid that Tiansheng Capital would go back on it in the future, and he also stipulated such a huge amount of liquidated damages in the agreement.

nice guy...

Being forced to make money with tears is a good thing...

However, Han Qiulin couldn't understand that Lu Ming agreed without thinking. She looked at him blankly and couldn't help but said, "Wait a minute, did I hear it wrong? Just signed it?"

Lu Ming affirmed: "That's right, sign it, sign it and you're done, oh right, after all, this is a big order that still needs to be discussed, you go to inform the other board members, the board meeting tomorrow morning will discuss this matter, and it will pass by the way. "

Han Qiulin didn't understand, but she nodded and replied, "That's fine!"

The annual purchase volume is 3.5 million tons, at a price of 300 US dollars per thousand cubic meters, in other words, the annual purchase amount is 1.575 billion US dollars, or about 10.6 billion yuan, and the 20-year long-term agreement is 31.5 billion US dollars, or about 216 billion yuan. About RMB.

As far as the current market price is concerned, the negotiated price is much more expensive, so it's no wonder Han Qiulin doesn't understand.

Another very important reason is that the price of natural gas has been falling. The price of natural gas futures in North America has fallen to 2.316 US dollars / million British thermal, which is the level of three years ago, and the downward trend is still there.

Therefore, the commander had to sign a fixed contract, and he was worried that Lu Ming would go back and set a liquidated damage agreement of tens of billions of dollars. In the short term, there was nothing wrong with the commander's divine operation, it was just that people were not as good as heaven.

At present, the CIF price of American gas is about 1.2 yuan, of which the gas price is 0.5 yuan and the shipping fee is 0.7 yuan.

If Lu Ming signed this agreement with North America, it would mean that the CIF price of American gas would be 2.05 yuan, and the shipping fee would still be 0.7 yuan. In other words, the gas price would be 1.35 yuan per cubic meter, which is +170 more expensive than the previous market price. %, the absolute premium value of the CIF gas price is +70.83%. In short, it is necessary to pay a purchase contract far exceeding the current market price, and it is still a fixed price.

If the price of natural gas continues to fall, the difference will be even greater, and the difference can be a real profit.

However, compared with the entry price of Russian gas, it is quite cost-effective. The entry price of Russian gas is 350~380 US dollars per thousand cubic meters, which is about 2.2 yuan to 2.4 yuan per cubic meter.

The domestic natural gas terminal price is basically more than 2.5 yuan.

Data shows that in 2016, the total domestic LNG imported from North America was about 200,000 tons. If the contract last year and the 3.5 million tons per year long-term gas contract are implemented, the ugly country will become the main market in Greater China. natural gas supplier.

In 2016, domestic natural imports were 70 billion cubic meters.

By 2022, Lu Ming estimates that the domestic natural gas import volume will far exceed the 140 billion cubic meters estimated by the dealers of the International Energy Agency. In order to ensure the domestic safe gas supply, it is indeed necessary to find gas sources everywhere.

At present, domestic natural gas import sources are mainly divided into Central Asian gas and LNG. Central Asian natural gas is transported through pipelines, which is equivalent to inserting a pipe into the Middle East and sucking it hard. To a certain extent, it has to compete with Europeans for gas. It enters the border from the west of the country and is then transported to major cities along the coast.

The other pipe is the direction of Northeast Asia. It **** from the bears. As for purchasing the expensive gas of bears, it is not only a cross-border trade, but also a game of other factors.

Then LNG was imported and shipped by LNG ship, mainly from Aramco.

This time, the commander had to forcefully sell his anger, and Lu Ming could only tearfully earn this huge middleman to make a profit from the price difference~www.novelmt.com~ After three years, the anger that he handed over to Ami backhandedly was resold. For Europeans, it is basically that they can earn several times the profit of the middleman's price difference when they change hands.

Isn't it beautiful?

However, Tiansheng Capital is a non-bank financial investment company, and it certainly cannot handle these natural gas by itself, nor does it have the relevant business license.

But it doesn't matter, Lu Ming decided to hand it over to Zhongpei in China as trustee after he got angry, Tiansheng Capital just paid for it.

There is no need to acquire the corresponding oil and gas companies. Besides, there are no related companies in China that can be acquired. Large gas companies are all state-owned enterprises.

As for the gas that arrives first, it will be supplied to the domestic market first, and it doesn't matter if you lose money, as long as you wait for the gas in Europe to skyrocket in three years, and then resell the gas delivered by Aramco!

Lu Ming felt embarrassed for the money given by the commander.

...