Chapter 817 Business Cycle (1)

"Waste of Resources"?

Qing Yun smiled.

As long as the key core is controllable, right?

He once thought so naively.

But...

The experience in his previous life gave him a deep blow.

What is the key core?

That’s what you lack!

When urea can become the core, you will know what the key is!

However, Qing Yun will not yell or anything.

After all, talking about the characters’ thoughts without the context of the times is a hooliganism.

Just like the Cheng Jin incident, he could only defuse the bomb alone.

Fortunately...

He is a scientific keyboard warrior.

He is also a scientific research keyboard warrior with a market perspective who was trained by a business godfather like Qin Tianchuan.

Qing Yun took a deep breath, and then smiled, "Teacher, of course I want to develop peacefully.

With the current GDP growth rate of our country, it can be said that our future It's bright, right?"

Li Guangnan nodded slightly when he heard this.

Wang Yangyuan also tried to smooth things over there, "Yes, Mr. Xiaoqing, a young man like you should have a bright mind."

Qing Yun chuckled. , "Seniors, our GDP last year was 1.1 trillion US dollars, ranking sixth in the world. When one day, we surpass Sakura and become the second in the world...

Seniors, don't shake your head, this is very It’s a fast thing, don’t you believe our calculations?

According to our current average annual GDP growth rate of 11%, it will not even take 10 years to surpass Sakura, the data can be calculated at the click of a calculator. ” p>

While speaking, he picked up the calculator on the conference table and handed it to Li Guangnan. Then he gestured on the computer while pointing at the projection screen and said,

"Seniors , Sakura’s GDP was 4.18 trillion last year, 4.37 trillion in 2001, 4.97 trillion in 2000, and 5.55 trillion in 1995. There are many reasons for the decline, but the essence is. We all know that America doesn’t want it to grow.

Okay, let’s make an assumption that it will not decline in the future. ”

He. I directly operated the computer and simply pulled out the formula in the table to calculate.

"Regardless of changes in the exchange rate, in fact our exchange rate will definitely appreciate.

The result... is So!

Ten years!

It only takes ten years!

Don’t talk about per capita GDP. Talking about per capita GDP at this stage is a joke. The highest country has been beaten into something.”

It took less than ten years to overtake the lead, and less than eight years it tripled.

This is a turbulent and magnificent development history, but at this moment at the beginning of the century, it is unimaginable.

A kind of boss in the conference room looked at the numbers on the curtain and was dumbfounded.

"We...can we really do it?" Wang Shouwu's voice trembled.

Qing Yun shrugged, "Why can't it be done? The economic model is here, and the result is like this. It only takes ten years for us to be ranked second in the world."

The corners of Shi Guangyong's eyes twitched, and he wanted to jump out and yell, "How can the economic model be so simple as this kid said?" ! "

But at this moment, he could only sit in his seat and watch this young junior brother pretend to be a fool to these economically illiterate people.

After all, economists also have a position.

Yes, a group of economically illiterate people.

In his opinion, whether it is old men and women in their 50s and 60s such as Li Guangnan and Huang Lingyi, white beards in their 70s and 80s such as Wang Shouwu and Wang Yangyuan, or the younger Hu Weiwu in his 30s, etc. People, they are undoubtedly pure scientific researchers who are respectable and worthy of taking off their hats.

However, as this cheap junior said, semiconductors are an industry.

Industry is an economic term, and it must follow economic laws.

Scientific research is only one part of this industry.

Qing Yun stood up from the computer and spread his hands, "Teachers, when we become the second in the world, if we continue to develop like this...

You said, Will America give up the throne of being number one in the world to us?"

Everyone present could only shake their heads numbly.

Being gentle, courteous and modest is not Yingzi’s style.

“Don’t worry, Takako will definitely take action, just like he did to the old bear, Hans Cat, and Sakura.

Who becomes the second in the world? They are Yingzi’s enemies.

I don’t know how our country will develop peacefully and become the first in the world. This is not a question that I should consider at this level.

I only know, at least. In the semiconductor industry, we must have a battle with America!

Just as they did to Sakura at the end of the last century, in 1988, Sakura’s semiconductor chip production accounted for 91% of the world’s output, and its output value accounted for 91% of the world’s total. Accounting for 67% of the global chip industry!"

At this point, Qing Yun stood there and said softly, "But what next?"

Then he raised his voice. shouted, "Then!"

Yun Emperor's face was full of mockery, "Then there will be the first chip war in human history.

In 1989 , America forced Sakura to sign the "Semiconductor Safeguard Agreement", SakuraThe intellectual property rights and patents of the semiconductor industry are unconditionally open to America.

In 1991, America once again forced Sakura to sign a second semiconductor agreement, requiring America Semiconductor's share of the Sakura market to reach 40%, and establishing a price supervision mechanism to prevent Sakura Semiconductor from importing products from third countries. "dumping" behavior.

At the same time, in order to fight against Sakura, America supported Silla Enterprises, which had a low level of development in the semiconductor industry, and authorized technology and "guided" Silla to obtain the Toshiba production line. ”

Ordinary people may not necessarily know these histories, but industry insiders and scientific researchers know them very well.

Many people even envied Silla at that time.

There are actually such pies falling from the sky!

Silla’s semiconductor industry was simply fed by Mei Daddy.

Qing Yunding. He looked steadily at the old men and women in the office and said sincerely,

"Seniors, maybe one day in the future, the military will not be able to fight due to various factors.

But in technology, at least high-intensity competition is inevitable.

How to compete? Where is the vector of competition and confrontation? ”

At this point, he pointed at himself, “A company like ours is the chain owner of each country’s own industrial chain.

The competition in the modern economy is the competition of the entire industrial chain. The competition of the industrial chain depends on the competition of the chain owners.

It is one industry chain that is undermining the competition of another industry chain! ”

Qing Yun sighed, “So, I don’t want to discuss the route issues of “technology, industry and trade, trade, industry and technology” or “administration and market”. I sincerely ask all teachers to start today. Listen to the semiconductor industry from a business perspective. "

Li Guangnan, Xu Duanyi, Huang Lingyi, and the experts sitting in the conference room looked at each other, and then sat up straight.

Huang Lingyi smiled slightly, " Okay, Xiaoqing, we also want to hear your perspective. "

Qing Yun pulled the whiteboard in the conference room and wrote four words on it:

Business cycle.

"Human business There are four basic material circulation systems.

Production end-transportation end-sales end-recycling end.

This is the original model from ancient times to the present, and its architecture is completely built between "land and sky".

Among these four major ends, among them:

The production end, which carries all material and spiritual production and creation in society;

The transportation end, It is responsible for the spatial displacement of the material and spirit produced;

The sales end is responsible for the spatial displacement of these produced materials.The products are distributed to those in need in the market;

The recycling end is responsible for recycling the discarded products on the market, decomposing them into raw materials, and finally recycling the useful materials into the furnace.

This original business cycle is completely affected by "the sky, weather, land geology, and space size."

It is commonly known as the cycle of "looking at the sky and eating", so the ancients always respected nature.

And we, such as scientific research schools, scientific research institutions, and manufacturers, the business community of interests we have formed is the production end of the entire semiconductor industry.

It is also the most important port in the business cycle of the semiconductor industry.

As long as the production end is gone, all subsequent cycles will be out of the question.

e......

We take traditional industries as an example. The production end is in reality, such as agricultural machinery and agricultural input manufacturers, xxx construction company, xxxx training institution, xxx school, metal stone It exists in the form of raw material companies such as plant crops. Is this easy to understand?

They are at the absolute top of the industry in business.

Among listed companies, upstream companies are generally very expensive and valuable, which can also prove their importance in society.

They are not in an exposed position in society, so they are not easy to be seen. Therefore, in disguise, all manufacturing enterprises are prone to "overweight assets" and "sold goods". ;, "High capital costs", "Long repayment period", "Extremely high sales speed requirements" business problems. ”

The big guys in the conference room listened carefully, but Shi Guangyong, who was sitting in the third group at the back, felt huge waves in his heart.

Good guy!

This guy...

Every sentence is consistent with several major factors on the supply side.

What kind of natural supply school?

Shi Guangyong took the photo. I slapped my forehead and suddenly realized.

What is the natural thing?

But in the domestic PC market, which is a red sea, and in the international semiconductor industry market, with his teacher The supply-side improvement theory of "three reductions, one reduction and one supplementation" represented by Priscilla Tsang is the best for this little bastard's own interests!

His natural need is to reduce overcapacity, reduce inventory, and deleverage. Reduce costs and make up for shortcomings!

So as an entrepreneur, Qing Yun will continue to think about his production and operation theory in order to better stand on the basis of "righteousness"!

No wonder a shameless person wants to be a teacher!

He is indeed a businessman!

Qing Yun over there was getting more and more into the state, pointing at the ppt Xiao Ya had released, scolding Fang Qiu,

"If we regard the business cycle as" "A river", then in this river it is obvious that the "production end" is the source of the river, which is the atmospheric rainfall layer;

The transport end is the flowing water of the river, which is the river. The determiner of the length and speed;

The sales end is the lake or sea reservoir downstream of the river;

The recovery end is the end of the river, or atmospheric rainwater layer.

After such visualization, we can clearly see that the entire business cycle is actually a cyclic process like a weather system.

It produces the states of "nothing" and "being" all the time,

These states transform into each other, and finally form the composition, transfer and death of matter.

The fundamental reason is that everything that already exists must have a life cycle. Within the scope, there is an invisible force (natural order) that controls all things and will consume energy.

It is this loss that causes people to need the replacement of old and new materials, the need for material transactions, and the need for commerce. The establishment of the system fundamentally leads to the "generation of demand" and ultimately forms all the business behaviors we see in daily life.

So people in society are both consumers and producers.

Everyone must buy and consume goods to solve the problem of infinite "loss" caused by the rules of the natural environment, and finally return to the melting pot of society by recycling goods and returning them to the factory.

The production end determines the raw material price of the product and the quality characteristics of the product itself;

The transportation end is the longest and determines the commercial production efficiency and turnover time;

The sales end controls The largest flow determines the degree of competition in the industry (blue ocean, red ocean), and the overall profit of the industry;

The recycling end has a large amount of social raw materials, which determines the circulation speed of the industry, and industry costs, and ultimately determines the overall cost efficiency of the industry . ”

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