Chapter 5 Chapter 04 The Soybean War: Why We Failed Miserably
Imperialism is the highest stage of capitalism
Finance capital created the age of monopolies.Monopolies, on the other hand, practice everywhere the principle of monopoly: the use of "connections" to form favorable contracts in place of competition in an open market. ... Under such circumstances, the contracts concluded between particularly large enterprises are often, in Schilder's "tactful" expression, "close to buying". (Lenin: "Imperialism is the Highest Stage of Capitalism" People's Publishing House, April 2001, 3rd Edition, p. 56)
In 2004, a soybean crisis bankrupted a large number of Chinese crushers.
Why did they buy 8 million tons of soybeans at such a high price of 4,300 yuan at the end of March 2004?Just stupid.
The price of soybeans plummeted, and the world's four major multinational grain merchants began a large-scale land enclosure.
They took the opportunity to buy bankrupt soybean crushing companies in China at a low price, and then participated in several soybean crushing companies.
Who are the four major multinational grain merchants?What are they doing in China?
The English names of these four companies are very interesting, and they are called ABCD internationally.
What is the intention of the four major multinational grain merchants to conquer the city?
The price of soybeans has increased, the price of Arowana oil has increased, and then you will earn 5%-10% of your profit. Is it that simple?
Who Controls Soybean Prices in China?Here I tell readers that this is what international financial speculators headed by Wall Street do.This group of people can also simply be called financial capital, and they have completely controlled the price of soybeans in our country.How did this incident happen in the first place?Why does our grain and oil prices rise as soon as the international soybean price rises?
On May 11, 2009, the General Administration of Customs of China issued an early warning stating that in the first quarter of this year, my country imported more than 10 million tons of soybeans, with a cumulative import of 10.15 million tons, an increase of 30.4% compared with the same period last year.Heilongjiang, one of the main domestic soybean producing areas, saw a year-on-year increase of 84.5 times in imports in the first quarter.According to the General Administration of Customs, at present, the market share of genetically modified soybean products in Heilongjiang Province is rapidly expanding. Among them, soybean oil accounts for 80% of the market share in Heilongjiang, and about 90% of the soybean meal market is genetically modified soybean meal. The situation is just the opposite.So, why can genetically modified soybeans in the United States beat domestic soybeans?What is the root cause of this incident?
I want to tell readers a shocking news: Why do soybeans in the United States have such a high oil yield?Why is the quality of American soybeans so good?American soybeans are even exceptionally disease-resistant. Why? China has more than 90% of the wild soybean varieties in the world, so China actually controls the soybean varieties.However, a stupid thing happened. A seed company in the United States called Monsanto did not have such a good soybean variety, so it came to China in 2000 to visit the Institute of Biotechnology of the Chinese Academy of Agricultural Sciences.This is called a friendly visit.When someone comes to visit, we will be very friendly to them, treat them to a meal, treat them to drink Wuliangye, Moutai, and the host and guest enjoy themselves.Monsanto is well aware of the inferiority of Chinese people who pay attention to "reciprocity". What is "reciprocity"?For example, when an official at the ministerial level comes to visit, we will send an official at the ministerial level to greet him. This is why an associate professor at Peking University (whose name is temporarily hidden) has the words (deputy bureau level) on his business card, and also explains why I am on a business trip. No one has ever picked me up during interviews, because I am a "self-employed" professor and have no rank.After the visit, everyone gave gifts to each other. Monsanto gave our Academy of Agricultural Sciences an oily soybean. Do you know what our Academy of Agricultural Sciences gave them?We actually pay attention to "reciprocity" and give them a soybean seed.They were so excited to get the soybeans, they immediately treasured them up and took them back to China for scientific research.I believe that our Academy of Agricultural Sciences threw away soybeans when we got them, or took them home for cooking. We would not take them back for scientific research. Founded in 1901, Monsanto started out manufacturing industrial chemicals such as sulfuric acid.After a century of development, this ordinary chemical company has become one of the international agricultural monopoly giants.As early as the 1990s, Monsanto controlled more than half of the agricultural seed market in the United States. In 1998, Monsanto provided 88% of the genetically modified crop seeds in the United States.Today's Monsanto is not only the world's largest seed company, but also the world's number one genetically modified company.The largest seed companies in Brazil and India are also owned by Monsanto. What Monsanto dreams of building is a "business empire" that integrates "the world's three major industries" - agriculture, food and health.So, what has this "business empire" actually done in China?
In 2001, the World Greenpeace disclosed a document. After Monsanto got the soybean, they went back and analyzed the soybean gene through their cutting-edge research. As a result, they found high-yield and anti-virus genes from the soybean. In 2000, Monsanto applied for 64 patents in 101 countries including China.Originally, this was China's own soybeans, but now we have to pay patent fees if we want to use our own soybeans for genetic modification, because we have not applied for patents ourselves.We are very angry. A researcher from the Institute of Biological Genetics of the Academy of Agricultural Sciences said so. We Chinese asked Monsanto angrily, why did you take our soybeans to register patents?Monsanto said, who told you that I took your soybeans?Do you have proof?no, right?According to international practice, I can apply for a patent. We have already applied for a patent in China. Any genetically modified soybeans used by the Chinese in the future will be inseparable from our 64 patents. They must pay us the patent fee, otherwise we will destroy the whole world. Let me tell you, we have patent rights in 101 countries. This is the stupid thing we do, that's how the soybeans we eat now come from.Why am I telling this Monsanto story?Because the story behind it is terrible, and it is all related to it, I want to use this book to introduce this company to the people of our country, including our government and enterprises. It is a demon and one of the members of the modern East India Company. How did the soybean crisis begin?Generally speaking, the quality of American soybeans is better than that of our northeast golden soybeans.According to our research results, the yield rate of the offspring of the soybean stolen by Monsanto is about 1/6 higher than that of our own soybeans.Before 2003, its CIF price was even 10% cheaper than our northeast golden soybeans, and it was also resistant to viruses.Therefore, once the import of soybeans is opened, the golden soybeans in the Northeast will be looted, and there is no possibility of survival.This soybean crisis is a very important crisis. Next, let's take a look at how the US government and Wall Street engage in this conspiracy.Wall Street is also a member of the modern East India Company. According to historical records, the Chinese began to plant soybeans in the Yellow Emperor's time, and the soybeans planted by the Chinese were once more than the total amount planted in other parts of the world.Soybean used to be China's most competitive agricultural product in the international market. Before 1995, China has been a net exporter of soybeans; in 2000, China’s annual soybean imports exceeded 10 million tons for the first time, becoming the world’s largest soybean importer. In the following years, China’s soybean imports continued to rise; in the past 10 years , China's soybean production has relegated from the original world's first place to the world's fourth place after the United States, Brazil and Argentina.Why does our country need to import "foreign soybeans" despite its abundant soybean production?Why do our grain and oil prices change when the international soybean price is adjusted?It all started with a soybean crisis a few years ago.
In August 2003, the US Department of Agriculture said that the weather was bad, so soybean production was to be lowered-the US agricultural production quota is determined by the US Department of Agriculture.Soybean production was reduced, so American financial speculators began to enter the Chicago Board of Trade and speculate on soybean futures. The trading price of soybeans on the Chicago Board of Trade rose from the lowest point of 540 cents in August 2003 to April 2004. The month's 1060 cents rose very fast. Because the U.S. government asked the U.S. to reduce soybean production, the price of soybeans rose from 540 cents to 1060 cents, setting a new high in the 30 years before 2003.In China, such an increase is equivalent to rising from 2,300 yuan to 4,400 yuan per ton of soybeans, which is so fast.Do you know it's all a conspiracy?First, why did the USDA lower soybean production?Second, why did international financial speculators raise the price of soybeans at this time, and why did they raise it so quickly?What is their purpose?It is to make 70% of China's soybean crushing factories go bankrupt.Due to the panic of Chinese crushing companies, they snapped up more than 8 million tons of soybeans in March 2004 at a historically high price of 4,300 yuan per ton. The situation with our steel industry is exactly the same. In 2008, our steel industry was also in full trouble for the same reason. Those who make steel have not learned the lesson of soybeans. At the end of March 2004, why did you buy 8 million tons of soybeans at such a high price of 4,300 yuan?It's just stupid, falling into the trap of Wall Street financial capital.At that time, international financial speculators spread rumors in China, buy quickly, buy quickly, it will rise to 5,000 yuan a ton, and if you don’t buy it, it will rise to 6,000 yuan a ton, because the US government said that soybean production cannot be increased.The U.S. government said so, and international financiers spoke and fooled everywhere through the Chinese media. As a result, many Chinese crushing companies panicked, so they snapped up soybeans at a high price of 4,300 yuan, buying more than 8 million tons. In fact, before 2003, after the market promotion of small-pack edible oil, an edible oil market with a scale of more than 20 billion yuan was formed in China, and hundreds of crushing companies were distributed all over the country.At the same time, this market is developing rapidly at a rate of 20%-25% per year.However, the good times didn't last long. In 2003, the edible oil industry, which realized a profit of 2.189 billion yuan for the whole industry, suddenly entered a freezing period in 2004.The symbolic event is the "2004 soybean crisis" that is still fresh in the memory of domestic soybean crushing companies. In 2004, the U.S. Department of Agriculture took the lead in reducing soybean production, which led to a continuous rise in soybean prices on the Chicago Board of Trade, nearly doubling the increase.At the same time, many soybean processing companies concentrated on purchasing US soybeans.Later, the U.S. Department of Agriculture raised the output data again, and international financial capital followed suit with backhand short selling, and soybean prices suddenly plummeted.As a result, the huge price gap suddenly pushed many small and medium-sized enterprises into desperation.Under normal circumstances, about 95% of the funds of soybean crushing enterprises will be used for the purchase of raw materials.Therefore, soybean prices are crucial.After the "soybean crisis in 2004", domestic crushing companies suffered heavy losses, nearly 70% of the companies stopped production, and a large number of companies went bankrupt.And all of this has something to do with the operation of international financial speculators.So, how did international financial speculators set traps step by step?What kind of plot do they have?
Dear readers, do you still remember the situation of our steel industry in 2008?You can see that Wall Street is so powerful. We must have snapped up the purchase at the highest price, and then Wall Street let the price drop.You can't fall first, you have to wait until you buy it before starting to plummet.These international financial speculators sold soybeans on the Chicago Board of Trade, causing the price to plummet by half.When did this start?Beginning in April 2004, not long after we bought it at a high price of 4,300 yuan per ton in March, international financial speculators began to dump soybeans on the Chicago Board of Trade within a month, causing the price to drop by 50%.Readers know that 95% of the cost of our domestic crushing companies is used for raw materials. In the case of soybean crushing, 95% of the cost comes from soybeans, which is such a high cost.As the price of soybeans plummeted, the result was heavy losses. 70% of the crushing enterprises went bankrupt and a large number of enterprises closed down. In mid-August 2009, the American Soybean Association and other agricultural organizations put forward suggestions during an in-depth inspection of Heilongjiang Province, the main soybean producing area in China, and persuaded Heilongjiang to give up oil extraction production.This suggestion was rejected by the Heilongjiang Soybean Association.Since the abolition of soybean import tariffs and quota restrictions, in less than 10 years, my country has become the world's largest soybean importer from a major soybean exporter.At present, my country consumes about 50 million tons of soybeans each year, of which 70%-80% are imported soybeans, mainly from the United States and South American countries.While aiming at the production of raw materials, foreign grain and oil companies have also set their sights on China's oil processing industry.So how do they do it?
I also talked about this topic when I gave a speech in Rizhao, Shandong. Several local oil pressing factories said sadly, Professor Lang, we are the model you talked about. A ton of soybeans was imported from the United States at a price of RMB 1 ton. Before the soybean ship landed, it fell to 2,000 yuan. We closed down before we even started working. At this time, do you know that there are four major international grain merchants?Many people may not know it. There are only four European and American companies that control the production and distribution of grain in the world. They are also members of the modern East India Company. They took the opportunity to buy bankrupt crushing companies in China at a low price and participated in several soybean crushing companies.The world's four major grain merchants have entered the market and purchased more than 70% of the suspended enterprises in China. Since then, China's soybean market has been subject to the four major grain merchants, and the relationship between the four major grain merchants, the US government and Wall Street has been fully understood here. confirmed.So, who are these four major grain merchants? The English names of these four companies are very interesting, and they are called ABCD internationally.The first company, ADM (Archer Daniels Midland), is called A; the second company, Bunge, starts with B, and is called B; the third company, Cargill, starts with C, so it is called C; the fourth company, Louis Dreyfus (Louis Dreyfus), so called D.The combined names of the four major grain merchants are called ABCD.What do the four major grain merchants do?What are they doing in China? After the "2004 soybean crisis", a large number of domestic crushing companies closed down, and at this time the world's four major grain merchants began to attack the city.In the entire soybean industry chain, the four major multinational grain merchants not only control 70% of my country's actual soybean processing capacity, but also have penetrated into various fields such as planting, trade, and distribution.So, how did these four major grain merchants monopolize the market step by step and obtain pricing power?What is the true face of these four major grain merchants?
Let’s look at A first. The Yihai Kerry Group was jointly invested and established with Singapore’s Wilmar Group. This Yihai Kerry Group is very important. There are many stories related to Yihai, which were created by A company.Arowana belongs to A. It owns as many as 38 factories and trading companies in China. It also has shares in famous domestic grain and oil processing enterprises such as Luhua. Its factories are all over the country, and it can be called the largest grain and oil processing group in the country. Let’s look at B again. It officially entered China in 2000 and has become China’s most important soybean and oilseed supplier. At present, the group has operated three soybean processing factories in China and is building another factory in Guangzhou. C has invested in 34 sole proprietorships and joint ventures in 20 provinces and cities in China. The investment projects in China include feed, protein, vegetable oil, animal feed and chemical fertilizers. The fourth D, the business of exporting corn from China continues to grow, and the cotton company in the United States is already China's largest cotton supplier. In 2003, sales in China had exceeded 1.6 billion US dollars. In addition, A has recently acquired Chuanliang Yihai Grain and Oil Co., Ltd., which was previously a symbolic shareholding, through Yihai, a joint venture between its subsidiary and Wilmar Group of Singapore.And Wilmar International is the soybean base where Yihai spared no expense to advance into the Northeast. D Zhongjin recruited a deputy general manager, responsible for the negotiation and soybean procurement business of soybean granaries in Northeast China. B announced the acquisition of an oil factory in Rizhao under Shandong Sanwei Group. What is C doing?A new large-scale soybean crushing plant was built jointly with a Korean company in Nantong, Jiangsu.This is some of the information I found, and there are many others that I can't find. After this round of reshuffle, the four major grain merchants have gradually formed a situation in which major brands such as Arowana, Fulinmen, and Luhua hold shares or participate in shares.Is it unimaginable?The edible oils that readers are buying now, including Luhua and Arowana, are all foreign-funded.85% of China's grain and oil are foreign capital.why?Because in 2004, we were defeated by a soybean financial war jointly launched by the US government and Wall Street.The result of failure is that we now even have to look at the face of Wall Street for the oil we eat every day. It raises the price if it doesn't please you, and you have to pay more.Can you imagine that even the oil we eat is controlled by others, and it is not easy to fry a poached egg. How do we live these days? The four major multinational grain merchants referred to as "ABCD" - ADM, Bunge, Cargill and Louis Dreyfus, are often called the "hands behind the scenes" of the international grain market.They monopolize 80% of the world's grain trading volume, and are naturally price-setters for bulk crops such as soybeans.What they are best at is to use their capital advantages to eliminate their opponents through capital operations and monopolize the market, thereby manipulating prices and making huge profits.Before coming to China, they have used this method to control the grain market in Latin America and other places.Then, what actions will the four major grain merchants take after China controls domestic oil and fat companies through mergers and acquisitions, equity participation, and joint ventures?
Do you think they buy Arowana just to make money for you to buy Arowana?For example, the price of soybeans has increased, and the price of Arowana oil has increased, and then you will earn 5% to 10% of your profit. Is it that simple?I tell you, you underestimate them too much.Readers, do you know what ABCD, which is closely related to the US government and international financial speculators, is doing?They are integrating the global industrial chain. Regarding the four major grain merchants, ABCD, I need to introduce to readers. What I mentioned above is their situation in China. We need to understand what kind of enterprises they are in the international arena.What they do is the integration of the industrial chain—upstream control, downstream control, and cost reduction through logistics in the middle.Note, what is A doing? A's forte is to engage in industries related to warehousing and transportation, specializing in intermediate logistics, and attaches great importance to research and development. Almost at the beginning of the emergence of biofuels, it has become the largest bioethanol producer in the United States.It not only engages in intermediate logistics, but also engages in product research and development. In the future, ethylene and ethanol produced by agricultural products such as corn will be produced by it, which means that the future new energy is in its hands. What is B doing?It focuses on the entire industrial chain from the farm to the terminal. It owns a large number of farms in South America. While selling fertilizers to farmers, it buys farmers' grain and then exports it to Shenzhen, China for processing, and then sells it globally.This is what I call the integration of the entire industry chain. C lies in what?It pays special attention to the logistics link, with 400 flat-bottomed grain tugboats and 2,000 large container trucks. Finally, there is D, which attaches great importance to the futures trading of agricultural products. That is to say, in several major links of the industrial chain, production is controlled by B, product design is controlled by A, raw material procurement is controlled by ABCD, warehousing, transportation and order processing are also controlled by ABCD, and wholesale and retail are also controlled by them.And they are very low-key, never accepting interviews with reporters.It took a lot of effort for our research assistants to get this information. From the integration of the entire industrial chain by the four major multinational grain merchants, we can see that their control of China's soybean pricing power is not just to obtain processing profits, but to make a very large global strategic layout , Form a layout in the world where raw materials are abroad and processing is in China.So governments around the world have taken action to protect their food security.Since 2007, the relevant departments of our country have also introduced policies to protect the interests of farmers and maintain the country's food security.However, in the face of complex situations, there is still a long way to go to stabilize market grain prices and improve the grain macro-control system.
I can't just say this. Many government officials and business leaders have also seen the situation clearly.Comrade Xu Xiaoqing, deputy director of the Rural Economy Department of the Development Research Center of the State Council, put it this way: After integration, the entire soybean industry is now almost controlled by the four major grain merchants.The positioning of COFCO is not for profit, and the state cannot allow it to cooperate with foreign capital. Therefore, COFCO is still an independent state-owned enterprise. If even it is acquired, we will have nothing. This is the last bastion.According to Xu Xiaoqing's words, Sinograin has not been acquired yet, because this is a national policy, which is thankful. Tian Renli, general manager of Jiusan Oil Co., Ltd., said that the participation of foreign grain merchants is to allow the participating companies to purchase imported soybeans to stabilize their exports to China. They do not care about the final price of the product and the profits of the participating companies.This is the difficulty they encounter. Cao Jianhai of the Chinese Academy of Social Sciences said that the recent actions of the four major multinational grain merchants have pointed to grain distribution and grain processing. They control the upstream and downstream, and reduce costs in the distribution link.China is responsible for the operation of the two links of circulation and processing. In China, both processing and circulation must be completed.In particular, the acquisition of local granaries is enough to demonstrate the ambitions of multinational grain merchants in the field of card distribution.
I want to tell readers a shocking news: Why do soybeans in the United States have such a high oil yield?Why is the quality of American soybeans so good?American soybeans are even exceptionally disease-resistant. Why? China has more than 90% of the wild soybean varieties in the world, so China actually controls the soybean varieties.However, a stupid thing happened. A seed company in the United States called Monsanto did not have such a good soybean variety, so it came to China in 2000 to visit the Institute of Biotechnology of the Chinese Academy of Agricultural Sciences.This is called a friendly visit.When someone comes to visit, we will be very friendly to them, treat them to a meal, treat them to drink Wuliangye, Moutai, and the host and guest enjoy themselves.Monsanto is well aware of the inferiority of Chinese people who pay attention to "reciprocity". What is "reciprocity"?For example, when an official at the ministerial level comes to visit, we will send an official at the ministerial level to greet him. This is why an associate professor at Peking University (whose name is temporarily hidden) has the words (deputy bureau level) on his business card, and also explains why I am on a business trip. No one has ever picked me up during interviews, because I am a "self-employed" professor and have no rank.After the visit, everyone gave gifts to each other. Monsanto gave our Academy of Agricultural Sciences an oily soybean. Do you know what our Academy of Agricultural Sciences gave them?We actually pay attention to "reciprocity" and give them a soybean seed.They were so excited to get the soybeans, they immediately treasured them up and took them back to China for scientific research.I believe that our Academy of Agricultural Sciences threw away soybeans when we got them, or took them home for cooking. We would not take them back for scientific research. Founded in 1901, Monsanto started out manufacturing industrial chemicals such as sulfuric acid.After a century of development, this ordinary chemical company has become one of the international agricultural monopoly giants.As early as the 1990s, Monsanto controlled more than half of the agricultural seed market in the United States. In 1998, Monsanto provided 88% of the genetically modified crop seeds in the United States.Today's Monsanto is not only the world's largest seed company, but also the world's number one genetically modified company.The largest seed companies in Brazil and India are also owned by Monsanto. What Monsanto dreams of building is a "business empire" that integrates "the world's three major industries" - agriculture, food and health.So, what has this "business empire" actually done in China?
In 2001, the World Greenpeace disclosed a document. After Monsanto got the soybean, they went back and analyzed the soybean gene through their cutting-edge research. As a result, they found high-yield and anti-virus genes from the soybean. In 2000, Monsanto applied for 64 patents in 101 countries including China.Originally, this was China's own soybeans, but now we have to pay patent fees if we want to use our own soybeans for genetic modification, because we have not applied for patents ourselves.We are very angry. A researcher from the Institute of Biological Genetics of the Academy of Agricultural Sciences said so. We Chinese asked Monsanto angrily, why did you take our soybeans to register patents?Monsanto said, who told you that I took your soybeans?Do you have proof?no, right?According to international practice, I can apply for a patent. We have already applied for a patent in China. Any genetically modified soybeans used by the Chinese in the future will be inseparable from our 64 patents. They must pay us the patent fee, otherwise we will destroy the whole world. Let me tell you, we have patent rights in 101 countries. This is the stupid thing we do, that's how the soybeans we eat now come from.Why am I telling this Monsanto story?Because the story behind it is terrible, and it is all related to it, I want to use this book to introduce this company to the people of our country, including our government and enterprises. It is a demon and one of the members of the modern East India Company. How did the soybean crisis begin?Generally speaking, the quality of American soybeans is better than that of our northeast golden soybeans.According to our research results, the yield rate of the offspring of the soybean stolen by Monsanto is about 1/6 higher than that of our own soybeans.Before 2003, its CIF price was even 10% cheaper than our northeast golden soybeans, and it was also resistant to viruses.Therefore, once the import of soybeans is opened, the golden soybeans in the Northeast will be looted, and there is no possibility of survival.This soybean crisis is a very important crisis. Next, let's take a look at how the US government and Wall Street engage in this conspiracy.Wall Street is also a member of the modern East India Company. According to historical records, the Chinese began to plant soybeans in the Yellow Emperor's time, and the soybeans planted by the Chinese were once more than the total amount planted in other parts of the world.Soybean used to be China's most competitive agricultural product in the international market. Before 1995, China has been a net exporter of soybeans; in 2000, China’s annual soybean imports exceeded 10 million tons for the first time, becoming the world’s largest soybean importer. In the following years, China’s soybean imports continued to rise; in the past 10 years , China's soybean production has relegated from the original world's first place to the world's fourth place after the United States, Brazil and Argentina.Why does our country need to import "foreign soybeans" despite its abundant soybean production?Why do our grain and oil prices change when the international soybean price is adjusted?It all started with a soybean crisis a few years ago.
In August 2003, the US Department of Agriculture said that the weather was bad, so soybean production was to be lowered-the US agricultural production quota is determined by the US Department of Agriculture.Soybean production was reduced, so American financial speculators began to enter the Chicago Board of Trade and speculate on soybean futures. The trading price of soybeans on the Chicago Board of Trade rose from the lowest point of 540 cents in August 2003 to April 2004. The month's 1060 cents rose very fast. Because the U.S. government asked the U.S. to reduce soybean production, the price of soybeans rose from 540 cents to 1060 cents, setting a new high in the 30 years before 2003.In China, such an increase is equivalent to rising from 2,300 yuan to 4,400 yuan per ton of soybeans, which is so fast.Do you know it's all a conspiracy?First, why did the USDA lower soybean production?Second, why did international financial speculators raise the price of soybeans at this time, and why did they raise it so quickly?What is their purpose?It is to make 70% of China's soybean crushing factories go bankrupt.Due to the panic of Chinese crushing companies, they snapped up more than 8 million tons of soybeans in March 2004 at a historically high price of 4,300 yuan per ton. The situation with our steel industry is exactly the same. In 2008, our steel industry was also in full trouble for the same reason. Those who make steel have not learned the lesson of soybeans. At the end of March 2004, why did you buy 8 million tons of soybeans at such a high price of 4,300 yuan?It's just stupid, falling into the trap of Wall Street financial capital.At that time, international financial speculators spread rumors in China, buy quickly, buy quickly, it will rise to 5,000 yuan a ton, and if you don’t buy it, it will rise to 6,000 yuan a ton, because the US government said that soybean production cannot be increased.The U.S. government said so, and international financiers spoke and fooled everywhere through the Chinese media. As a result, many Chinese crushing companies panicked, so they snapped up soybeans at a high price of 4,300 yuan, buying more than 8 million tons. In fact, before 2003, after the market promotion of small-pack edible oil, an edible oil market with a scale of more than 20 billion yuan was formed in China, and hundreds of crushing companies were distributed all over the country.At the same time, this market is developing rapidly at a rate of 20%-25% per year.However, the good times didn't last long. In 2003, the edible oil industry, which realized a profit of 2.189 billion yuan for the whole industry, suddenly entered a freezing period in 2004.The symbolic event is the "2004 soybean crisis" that is still fresh in the memory of domestic soybean crushing companies. In 2004, the U.S. Department of Agriculture took the lead in reducing soybean production, which led to a continuous rise in soybean prices on the Chicago Board of Trade, nearly doubling the increase.At the same time, many soybean processing companies concentrated on purchasing US soybeans.Later, the U.S. Department of Agriculture raised the output data again, and international financial capital followed suit with backhand short selling, and soybean prices suddenly plummeted.As a result, the huge price gap suddenly pushed many small and medium-sized enterprises into desperation.Under normal circumstances, about 95% of the funds of soybean crushing enterprises will be used for the purchase of raw materials.Therefore, soybean prices are crucial.After the "soybean crisis in 2004", domestic crushing companies suffered heavy losses, nearly 70% of the companies stopped production, and a large number of companies went bankrupt.And all of this has something to do with the operation of international financial speculators.So, how did international financial speculators set traps step by step?What kind of plot do they have?
Dear readers, do you still remember the situation of our steel industry in 2008?You can see that Wall Street is so powerful. We must have snapped up the purchase at the highest price, and then Wall Street let the price drop.You can't fall first, you have to wait until you buy it before starting to plummet.These international financial speculators sold soybeans on the Chicago Board of Trade, causing the price to plummet by half.When did this start?Beginning in April 2004, not long after we bought it at a high price of 4,300 yuan per ton in March, international financial speculators began to dump soybeans on the Chicago Board of Trade within a month, causing the price to drop by 50%.Readers know that 95% of the cost of our domestic crushing companies is used for raw materials. In the case of soybean crushing, 95% of the cost comes from soybeans, which is such a high cost.As the price of soybeans plummeted, the result was heavy losses. 70% of the crushing enterprises went bankrupt and a large number of enterprises closed down. In mid-August 2009, the American Soybean Association and other agricultural organizations put forward suggestions during an in-depth inspection of Heilongjiang Province, the main soybean producing area in China, and persuaded Heilongjiang to give up oil extraction production.This suggestion was rejected by the Heilongjiang Soybean Association.Since the abolition of soybean import tariffs and quota restrictions, in less than 10 years, my country has become the world's largest soybean importer from a major soybean exporter.At present, my country consumes about 50 million tons of soybeans each year, of which 70%-80% are imported soybeans, mainly from the United States and South American countries.While aiming at the production of raw materials, foreign grain and oil companies have also set their sights on China's oil processing industry.So how do they do it?
I also talked about this topic when I gave a speech in Rizhao, Shandong. Several local oil pressing factories said sadly, Professor Lang, we are the model you talked about. A ton of soybeans was imported from the United States at a price of RMB 1 ton. Before the soybean ship landed, it fell to 2,000 yuan. We closed down before we even started working. At this time, do you know that there are four major international grain merchants?Many people may not know it. There are only four European and American companies that control the production and distribution of grain in the world. They are also members of the modern East India Company. They took the opportunity to buy bankrupt crushing companies in China at a low price and participated in several soybean crushing companies.The world's four major grain merchants have entered the market and purchased more than 70% of the suspended enterprises in China. Since then, China's soybean market has been subject to the four major grain merchants, and the relationship between the four major grain merchants, the US government and Wall Street has been fully understood here. confirmed.So, who are these four major grain merchants? The English names of these four companies are very interesting, and they are called ABCD internationally.The first company, ADM (Archer Daniels Midland), is called A; the second company, Bunge, starts with B, and is called B; the third company, Cargill, starts with C, so it is called C; the fourth company, Louis Dreyfus (Louis Dreyfus), so called D.The combined names of the four major grain merchants are called ABCD.What do the four major grain merchants do?What are they doing in China? After the "2004 soybean crisis", a large number of domestic crushing companies closed down, and at this time the world's four major grain merchants began to attack the city.In the entire soybean industry chain, the four major multinational grain merchants not only control 70% of my country's actual soybean processing capacity, but also have penetrated into various fields such as planting, trade, and distribution.So, how did these four major grain merchants monopolize the market step by step and obtain pricing power?What is the true face of these four major grain merchants?
Let’s look at A first. The Yihai Kerry Group was jointly invested and established with Singapore’s Wilmar Group. This Yihai Kerry Group is very important. There are many stories related to Yihai, which were created by A company.Arowana belongs to A. It owns as many as 38 factories and trading companies in China. It also has shares in famous domestic grain and oil processing enterprises such as Luhua. Its factories are all over the country, and it can be called the largest grain and oil processing group in the country. Let’s look at B again. It officially entered China in 2000 and has become China’s most important soybean and oilseed supplier. At present, the group has operated three soybean processing factories in China and is building another factory in Guangzhou. C has invested in 34 sole proprietorships and joint ventures in 20 provinces and cities in China. The investment projects in China include feed, protein, vegetable oil, animal feed and chemical fertilizers. The fourth D, the business of exporting corn from China continues to grow, and the cotton company in the United States is already China's largest cotton supplier. In 2003, sales in China had exceeded 1.6 billion US dollars. In addition, A has recently acquired Chuanliang Yihai Grain and Oil Co., Ltd., which was previously a symbolic shareholding, through Yihai, a joint venture between its subsidiary and Wilmar Group of Singapore.And Wilmar International is the soybean base where Yihai spared no expense to advance into the Northeast. D Zhongjin recruited a deputy general manager, responsible for the negotiation and soybean procurement business of soybean granaries in Northeast China. B announced the acquisition of an oil factory in Rizhao under Shandong Sanwei Group. What is C doing?A new large-scale soybean crushing plant was built jointly with a Korean company in Nantong, Jiangsu.This is some of the information I found, and there are many others that I can't find. After this round of reshuffle, the four major grain merchants have gradually formed a situation in which major brands such as Arowana, Fulinmen, and Luhua hold shares or participate in shares.Is it unimaginable?The edible oils that readers are buying now, including Luhua and Arowana, are all foreign-funded.85% of China's grain and oil are foreign capital.why?Because in 2004, we were defeated by a soybean financial war jointly launched by the US government and Wall Street.The result of failure is that we now even have to look at the face of Wall Street for the oil we eat every day. It raises the price if it doesn't please you, and you have to pay more.Can you imagine that even the oil we eat is controlled by others, and it is not easy to fry a poached egg. How do we live these days? The four major multinational grain merchants referred to as "ABCD" - ADM, Bunge, Cargill and Louis Dreyfus, are often called the "hands behind the scenes" of the international grain market.They monopolize 80% of the world's grain trading volume, and are naturally price-setters for bulk crops such as soybeans.What they are best at is to use their capital advantages to eliminate their opponents through capital operations and monopolize the market, thereby manipulating prices and making huge profits.Before coming to China, they have used this method to control the grain market in Latin America and other places.Then, what actions will the four major grain merchants take after China controls domestic oil and fat companies through mergers and acquisitions, equity participation, and joint ventures?
Do you think they buy Arowana just to make money for you to buy Arowana?For example, the price of soybeans has increased, and the price of Arowana oil has increased, and then you will earn 5% to 10% of your profit. Is it that simple?I tell you, you underestimate them too much.Readers, do you know what ABCD, which is closely related to the US government and international financial speculators, is doing?They are integrating the global industrial chain. Regarding the four major grain merchants, ABCD, I need to introduce to readers. What I mentioned above is their situation in China. We need to understand what kind of enterprises they are in the international arena.What they do is the integration of the industrial chain—upstream control, downstream control, and cost reduction through logistics in the middle.Note, what is A doing? A's forte is to engage in industries related to warehousing and transportation, specializing in intermediate logistics, and attaches great importance to research and development. Almost at the beginning of the emergence of biofuels, it has become the largest bioethanol producer in the United States.It not only engages in intermediate logistics, but also engages in product research and development. In the future, ethylene and ethanol produced by agricultural products such as corn will be produced by it, which means that the future new energy is in its hands. What is B doing?It focuses on the entire industrial chain from the farm to the terminal. It owns a large number of farms in South America. While selling fertilizers to farmers, it buys farmers' grain and then exports it to Shenzhen, China for processing, and then sells it globally.This is what I call the integration of the entire industry chain. C lies in what?It pays special attention to the logistics link, with 400 flat-bottomed grain tugboats and 2,000 large container trucks. Finally, there is D, which attaches great importance to the futures trading of agricultural products. That is to say, in several major links of the industrial chain, production is controlled by B, product design is controlled by A, raw material procurement is controlled by ABCD, warehousing, transportation and order processing are also controlled by ABCD, and wholesale and retail are also controlled by them.And they are very low-key, never accepting interviews with reporters.It took a lot of effort for our research assistants to get this information. From the integration of the entire industrial chain by the four major multinational grain merchants, we can see that their control of China's soybean pricing power is not just to obtain processing profits, but to make a very large global strategic layout , Form a layout in the world where raw materials are abroad and processing is in China.So governments around the world have taken action to protect their food security.Since 2007, the relevant departments of our country have also introduced policies to protect the interests of farmers and maintain the country's food security.However, in the face of complex situations, there is still a long way to go to stabilize market grain prices and improve the grain macro-control system.
I can't just say this. Many government officials and business leaders have also seen the situation clearly.Comrade Xu Xiaoqing, deputy director of the Rural Economy Department of the Development Research Center of the State Council, put it this way: After integration, the entire soybean industry is now almost controlled by the four major grain merchants.The positioning of COFCO is not for profit, and the state cannot allow it to cooperate with foreign capital. Therefore, COFCO is still an independent state-owned enterprise. If even it is acquired, we will have nothing. This is the last bastion.According to Xu Xiaoqing's words, Sinograin has not been acquired yet, because this is a national policy, which is thankful. Tian Renli, general manager of Jiusan Oil Co., Ltd., said that the participation of foreign grain merchants is to allow the participating companies to purchase imported soybeans to stabilize their exports to China. They do not care about the final price of the product and the profits of the participating companies.This is the difficulty they encounter. Cao Jianhai of the Chinese Academy of Social Sciences said that the recent actions of the four major multinational grain merchants have pointed to grain distribution and grain processing. They control the upstream and downstream, and reduce costs in the distribution link.China is responsible for the operation of the two links of circulation and processing. In China, both processing and circulation must be completed.In particular, the acquisition of local granaries is enough to demonstrate the ambitions of multinational grain merchants in the field of card distribution.