Looking back at the Aoyama nickel incident, there are six existing questions worth pondering!
The recent boiling Tsingshan nickel incident has undoubtedly become the hot spot of the most concerned by the capital markets at home and abroad, and the international player Glencore and the domestic tycoon Tsingshan Group have become the focus of attention, both of which are the absolute protagonists in this nickel incident, just like the Russian and Ukrainian sides in the Situation in Ukraine, the fierceness of the fierce battle can be seen, although this is a battlefield without gun smoke.
Suddenly, all kinds of eye-popping words from major media and various kinds of self-media flew all over the sky, and voices such as "epic forced air", "textbook-level counter-killing", "squeezed warehouse forcing empty", "48 hours of horror" and other voices continued to appear in turn, filling every official with chills, and also made many Chinese people worry about it, after all, no one wants to repeat the scene in history today.
In contrast, looking at the performance of the domestic capital market's large a secondary market, a number of listed companies related to it have experienced sharp fluctuations, such as Huayou Cobalt, a leading 100 billion listed company, which suddenly fell to two stops and was smothered, and the stock price suddenly and rapidly fell directly below the 100 yuan mark.
Obviously, the trend of London nickel is not a normal fluctuation performance, otherwise there will be no strange thing of "pulling the net line"; this kind of gambling like a golden flower is by no means a game of ordinary behavior, it looks more like a war, but it is impossible to see the cannon and hear the fight and smell the smoke.
In the face of various media reports, looking back at the recent Aoyama nickel incident, although the delivery date has passed, there are still six major questions to ponder.
1. Did Tsingshan Group finally carry out physical delivery?
2, if it is physical delivery, where does the supply of 200,000 tons come from?
3, if there is no physical delivery, then the media said that the negotiation settlement is who to negotiate with whom? What exactly is being negotiated?
4, will it be a part of the physical delivery? The other part is settled with funds?
5, is the LSE's behavior of "pulling the network line" forced by external pressure or in its own consideration?
6, can he draw a satisfactory end to the successive huge losses of domestic capital such as the National Reserve Copper Incident, the China Grain And Cotton Futures Incident, the Zhuye Group Zinc Futures Incident, and the Sinopec Crude Oil Futures Incident?
Why are there these questions and need to be pondered? Because this involves deeper issues and meanings, such as the above style of dealing with such events in China, such as the attitude towards the misdeeds of international capital above.
In the face of the mature capital market in the West, in the face of fierce international capital, domestic capital and enterprises appear to be very young, which is an objective reality that cannot be changed, nor can it be caught up in one fell swoop, and many times it seems very immature and has no power to fight back, such as the performance of Chinese stocks listed in the United States, domestic high-quality assets are abused by international capital, which is also an unavoidable objective reality.
In the journey of the country's growing stronger and greater rejuvenation of the "Chinese Dream", in the face of the misdeeds of international capital against us, this incident deserves good reflection and reflection on what? To sum up what?