Reborn as a female internet celebrity in a county town

Chapter 321 An Inevitable Direction!

On Sunday, Lin Lang received good news: Tianjin Capital's data had been anonymized by the China Securities Regulatory Commission.

After the data is anonymized, very few people will be able to see Tianjin Capital's real data. If Tianjin Capital's data is exposed again at that time, it will either be by those limited few people or by Tianjin Capital itself.

Those few people definitely won't tell, because it's not worth it.

Guan Sheng has such a good relationship with Tianjin Capital, yet he has never told them any data about other public funds.

Data anonymization is also a goal that Lin Lang has always pursued.

As Tianjin Capital grows larger, it needs to avoid having too many people scrutinizing its actual data in order to maximize profits.

January is almost over, and Lin Lang feels that time is running out. He should start making plans tomorrow.

After all, most of the funds in Tianjin Mixed Selection Fund have now become their own funds, so they definitely want to make money.

Tianjin Mixed Selection currently holds more than 30 stocks, mostly in the new energy and technology sectors. It hasn't held many consumer stocks, except for one that it acquired a stake in Muyuan.

However, we still need to see how the redemption situation goes tomorrow. Although it will definitely drop significantly, there won't be much money left.

Of the 56 billion borrowed, only 14 billion will remain tomorrow, and the funds in the portfolio will only amount to 6 billion, totaling less than 20 billion.

If there's a surge in redemptions on Monday, it might not be enough.

Of course, it doesn't have much potential for explosive growth anymore; most of those who were going to leave have already left.

The scale of Tianjin Hybrid Selection Fund once exceeded 130 billion yuan, but after two days of sharp decline, it has fallen back to just over 100 billion yuan. More than 60 billion yuan of it is from its own funds plus the large investors brought in by Lin Lang. There is not much money left for ordinary investors.

"Mr. Yan, is it still possible to get the money?"

"Huh? Are you running out of funds?" Yan Li was a little confused when she received the call. She had been keeping an eye on her bank account, and so far, the funds were fine.

Furthermore, apart from the positions acquired through share purchases, the remaining holdings can be traded, which can also be used to free up funds.

"Judging from your tone, you're out of money? How about we sell some Tianjin Wealth gold coins privately? They're three yuan each now. Anyway, they're just a string of numbers. Let's get a hundred billion of them and sell them for three hundred billion!"

Yan Li: "..."

She knew Lin Lang was definitely joking.

Leaving aside whether Tianjin Wealth's gold coins have such strong risk resistance capabilities, even if they do, how could 30 billion yuan be invested in buying this stuff in such a short period of time?

In the past two days, she has actually been analyzing Lin Lang's Tianjin Wealth Gold Coin system, and her father has even started spending money to collect it.

"Is there a limit to the number of gold coins that Tianjin Wealth offers?" Yan Li asked.

"There is no upper limit, but it is automatically generated."

"Huh? Automatically generated?"

"Well, the specific generation rules are once a month, ten million tokens per month. Five million tokens will go into the administrator's account, which is ours, two and a half million tokens each. The remaining five million tokens will be placed in a pool across the entire platform. Those who meet the perfect attendance requirement for the month will have the right to share the pool equally. At midnight on the first day of the following month, the five million tokens will be distributed equally. If ten million users meet the perfect attendance requirement, then each person will receive 0.5 tokens. If twenty million people meet the requirement, then each person will only receive 0.25 tokens..."

"Isn't it something you get just by signing in?"

"The sign-in period is limited to the first 100 days, including the internal testing phase. The time is fixed and it starts on April 1st. You can get it by signing in before April 1st. Each account can only get a maximum of 100 tokens through sign-in."

"No human intervention allowed?"

"If I really wanted to intervene, I certainly could; at least I could. But I added a timestamp..."

"how long?"

"A little over ten years, I guess. Will your dad accept them? These things are limited, and the total quantity won't be too large. Right now, I can still easily change the data, but it won't be so easy to do so after a while. I'll add 100 million gold coins to your dad's account, and he can give me 10 billion in return."

“He was just saying it was three yuan a coin, now it’s a hundred yuan a coin, I’m afraid he’ll vomit blood if he hears that! I’ll think of a way to deal with the funds… Oh right, get some of those gold coins for my account too.”

"What's the point of doing this? Every gold coin transfer is recorded, and others can easily find it. We can't just sell them ourselves, can we?"

"What if Tianjin Capital is about to go bankrupt? They can make one last big profit..."

"Ahem, can you please read this carefully? But it does make sense. I'll go to the company later and put 1 billion in your account and 2 billion in mine."

"okay."

After hanging up the phone, Yan Li called her mother.

She can still borrow money, but not much, maybe only four or five billion.

They also need to pledge the rest of their shares in Tianjin Capital.

After making the call, she began to study the gold coin system.

If we only look at the Tianjin Mixed Selection option, the future potential of this gold coin system is not very large.

But looking at Tianjin Global Selection, the potential is enormous.

In the last four trading days combined, the net asset value has more than doubled.

Lin Lang just said that he is optimistic that the gold coins can rise to 100 yuan each.

If one gold coin can be exchanged for a 100 yuan Tianjin Global Preferred credit limit, given the strong performance of Tianjin Global Preferred, 100 yuan is really not expensive. With good luck, the cost can be covered in just a few days.

Putting aside the 3 billion gold coins Lin Lang just mentioned, normally only 1.2 billion gold coins would be generated in ten years, of which 600 million would go into her and Lin Lang's accounts.

Just as Lin Lang said, they couldn't secretly sell the gold coins in their accounts because every gift was recorded, making their accounts very conspicuous.

Unless Lin Lang gets his hands on an inconspicuous account beforehand.

However, it's not difficult to find out, because that account definitely has no record of receiving any money; it's impossible to receive so much just by checking in.

The rules set by Lin Lang have basically eliminated these things, which means that Lin Lang never intended to make money by selling gold coins.

As for the 100-day sign-in event, even if five million people meet the requirements, it will only amount to five hundred million gold coins. In total, it will be five billion gold coins.

One gold coin equals one hundred yuan, that's a total of five hundred billion...

like……

Unwittingly, Lin Lang built a moat around Tianjin Capital's business.

As long as things stabilize recently, and as long as the gold coins can be given a certain value expectation, then the amount generated by these gold coins will eventually flow into Tianjin Capital.
This timeframe could be ten, twenty, or even thirty years.

No company in the world can create such a moat, right?
Some companies can achieve their ten-year goals, and some may have twenty-year goals, but almost no high-performing company dares to say that it will still have the same goals thirty years from now.

Lin Lang imposed a series of restrictions in order to protect this moat.

First of all, all gold coin giveaways are open and transparent, and related posts will remain even if they are deleted due to violations.

At the same time, the data of the secondary accounts was not modified to prevent internal personnel from abusing their privileges.

Finally, the total amount wasn't too large. If hundreds of billions or trillions of gold coins were produced, the rarity of gold coins would be greatly reduced.

With only a little over 5 billion, and being a consumable resource, its value will naturally stabilize as its supply decreases. Even if Tianjin Capital can no longer generate a high net worth in a few years, the scarcity of gold coins will still attract investors. The whole situation is interconnected, and the more Yan Li thought about it, the more she felt Lin Lang was acting strangely.

No product can be designed to be this perfect from the start, but the product that Lin Lang presented had very few flaws from the very beginning.

How do you explain this ability to design products?

The only way to come up with a very mature idea from the very beginning is to have learned enough and mastered it.

Even the most talented person can only have a flash of inspiration and come up with one or two very mature ideas, but Lin Lang has more than just one or two.

The range from media to finance is not only vast, but also encompasses a wide variety of ideas.

"Is there really such a big difference between people who graduated from the same university?"

"My dad's financial acumen is much sharper than mine..."

Yan Li only learned about her father's gold coin acquisition on Saturday. Even though every account on the Tianjin Wealth app is real-name verified, she could check it from the backend database at any time.

She didn't pay much attention to the app until Saturday when she finally had some free time.

It's not that she couldn't change the gold coin data in her father's account, but changing it would be pointless.

Adding dozens, hundreds, or even thousands is fine; that way, no one will suspect anything.

But what if there are hundreds of thousands or millions?

It will eventually be traded away.

As for the redemption quota? My dad doesn't need a quota at all. If he did, he could just act as the LP's agent. How could I refuse my dad?
The current situation is that you don't need to give money to your own people; doing so would cause problems. There are people who have the time to meticulously document every transaction to ensure the data's authenticity. Once it's discovered that Tianjin Capital itself is issuing excessive amounts of money, the credibility of the entire system will be shattered.

As for outsiders, they certainly won't give it to them.

For anyone who wants to use this system, acquiring it from the market is the best option.

……

For major public funds, they are quite satisfied with the current situation of Tianjin Capital.

Although the net asset value was barely stabilized by the suspension strategy, it will still plummet after trading resumes.

It simply eased the panic temporarily and gave Tianjin Capital a few days to raise funds.

However, they also face some problems.

For example, how should the funds be allocated?

We definitely can't leave it there; we must invest in new stocks.

They can't possibly step in again to prop up Tianjin Capital, can they?

Therefore, the stocks heavily invested in by Tianjin Capital must be excluded.

Tianjin Capital's acquisitions have targeted sectors including pork consumption, lithium battery manufacturing, electric motors and controls, new energy vehicle manufacturing, and semiconductor equipment.

They actually have many options left, but most of them lack the ability to drive up prices.

For example, the financial sector mainly consists of banks, securities firms, and insurance companies.

These are all large-cap stocks, and because of their low prices and high dividends, they attract a lot of long-time retail investors.

Apart from the securities sector, which offers some opportunities for short-term rallies, there's not much else to do.

Then there's the consumer sector. Tianjin Capital has now acquired stakes in BYD and several other core stocks related to new energy vehicles. It's becoming more difficult to invest in the auto consumer sector because it's hard to catch the leading stocks.

For large funds, the leading stock represents the potential to drive the entire sector and is the core of market trends.

The consumer sector also includes food and beverages, and home appliances, which are good areas to consider. Tianjin Capital only acquired a stake in Muyuan, so at worst, it can simply avoid pork stocks.

If semiconductors are no longer viable in the technology sector, then consumer electronics are the only option left.

As for communications? There was already a wave of hype before the Lunar New Year, so now is not a good time.

Also, there are the pharmaceutical, energy, and industrial sectors.

Forget about energy and industry; there's not enough room for growth. Even if you push the price up, no one will be willing to take over, and you'll lose a fortune.

The pharmaceutical industry is doing alright, but it also needs the right opportunity.

They started taking stock last Thursday and ultimately found that only consumer goods and pharmaceuticals were suitable for them.

This includes food and beverages, home appliances, and consumer electronics.

As for pharmaceuticals, they are considered auxiliary; neither pharmaceutical manufacturing, medical equipment, nor medical services have the potential for explosive growth.

The real core issue is consumption.

One thing that consumer stocks have in common is that they are undervalued.

Last year's bear market saw the consumer sector suffer the most severe decline.

For example, Moutai's price-to-earnings ratio has fallen to 15, and the overall price-to-earnings ratio of the liquor sector is less than 20.

In the home appliance sector, the price-to-earnings ratios of both air conditioner manufacturers have fallen below 10, and their annual dividends are shockingly high.

That's it, nobody's buying it.

After all, the money in the market is limited, and there are very few investors who can actually buy a stock and hold it for several years without moving it.

Given the current situation of large-cap consumer stocks, even if the price doubled, no one would think it was too high.

Moreover, their choice to focus on this year's market trend was not a random decision, but rather based on policies implemented after New Year's Day, which made the trend quite clear.

Last year, global financial markets were in a bad state for many reasons, including monetary policy and trade wars. However, the situation has eased this year, and monetary policy has begun to be introduced into the market.

Where will the money be released? It will definitely be released into large-scale infrastructure projects, since the largest number of people will benefit from them.

Investing in large-scale infrastructure projects benefits consumption, but the potential for growth in large-scale infrastructure projects is not very large.

As long as there are plausible positive factors, coupled with the very low overall valuation of the consumer sector, there is room for at least a doubling of value, and there will basically be no other choice.

Most importantly, consumer stocks are large enough!

There are more than a dozen companies with assets in the hundreds of billions, and their total size is enough to accommodate a huge amount of funds. Moreover, the adjustment is basically complete now, and the company can simply continue to adjust while raising prices.

Analysts from major public funds are working overtime to choose a direction.

Before the market opened on Monday, they almost unanimously chose a direction.

Liquor!

(End of this chapter)