Reborn in 2012, building a new energy empire

Jiang Haoran removed his finger from the mouse, leaned back in his chair, and calmly focused his gaze on the prominent "100 lots of long positions" in the holdings list.

The only sound in the dormitory was the soft hum of the computer fan. The torrential rain outside had subsided at some point, leaving only a lingering drizzle.

To outsiders, such a near-full-position strategy from the outset would undoubtedly appear as the act of a reckless gambler.

But Jiang Haoran knew in his heart that this was by no means a gamble.

This is based on precise calculations and decisive choices made under dual understanding. In the face of maximum certainty, going all in is a form of wisdom.

One reason is certainty.

Uncle Chen Jingge's on-site verification of the tight spot supply has locked in the downside potential. Inventories across the entire industry chain are extremely thin, and this shortage at the spot level provides the strongest underlying support for prices.

In his memories of his previous life, the "weather interference" from across the Pacific Ocean was not "possible," but "inevitable."

The ongoing and worsening drought in North America's main soybean producing regions will be repeatedly confirmed in the next few key reports, ultimately becoming the trigger for a market surge.

With the dual certainty of "spot prices holding firm" and "weather providing a rocket boost," the downside risk in the market has been minimized, while the upside potential has been fully unleashed.

He clearly remembers that around the end of May or the beginning of June, prices would break out of their current consolidation range and quickly surge to around 3300 points.

Time was on his side.

The second reason is reality.

His starting capital was too small. 150,000 yuan is not even a ripple in the futures market, where tens or hundreds of millions of yuan are common.

For small investors to accumulate initial capital and snowball their initial investment in the shortest time, taking a cautious and methodical "trial position" approach when faced with an opportunity with a high probability of success is essentially a waste of opportunity.

For a small boat eager to set sail, waiting for "absolute calm" might mean never being able to go to sea.

When it's time to strike hard, you must be willing to bet big.

This is not just courage, but also a kind of "wisdom" based on profound understanding—concentrating limited resources on the breakthrough point with the highest probability of success within a controllable risk range, thereby maximizing efficiency.

Going all in is not a mindless impulse, but the ultimate trust in one's own judgment after understanding the game.

The price on the trading software fluctuated slightly around 3065 and did not take off immediately.

Jiang Haoran wasn't in a hurry. He knew the market needed some time to digest the information and gather momentum.

He closed the trading interface as if the decisive order he had just placed had never happened.

He picked up his phone and first called home. His mother, Chen Fang, answered the phone.

"Mom, I'm doing well at school," Jiang Haoran said casually. "Just wanted to let you know that my trip to Shanghai with my uncle last time went very smoothly."

"I met with several industry veterans, and they were quite interested in the potential of our factory's precision machining."

On the other end of the phone, Chen Fang's voice immediately filled with concern and expectation: "Really? Did you cause your uncle any trouble? What did he say?"

"I didn't cause any trouble. My uncle even praised me for being well-prepared," Jiang Haoran smiled.

"The specific details of the cooperation still need to be discussed, but the direction is there. If we reach an agreement next time, the other party will send someone to visit the factory, and then we will sign a contract."

"You should give Dad a heads-up first, so he's aware of the situation. Make sure those new key pieces of equipment that came in at the factory are in good condition; this could be our opportunity."

"Okay, okay! I'll talk to your dad tonight!" Chen Fang's voice was noticeably more excited. "Son, you need to study hard at school too, don't just mess around like before."

"Okay, Mom, don't worry."

After hanging up the phone with his family, Jiang Haoran felt a slight relief from the worry about his family.

His family's factory is his starting point and must be a solid link in his future industrial empire.

It was getting late outside the window, the rain had stopped, and the air was filled with the freshness and dampness that comes with the rain.

The tension from a busy afternoon finally surfaced along with the hunger pangs in my stomach.

After finishing the fried noodles that Fatty Li had brought back from the cafeteria, and tidying up, the streetlights outside the window were already on, casting wet halos of light, and the campus was completely immersed in the tranquility of a summer night.

The dormitory quieted down, with only the slight noise from Fatty Li watching a movie with his headphones on.

Jiang Haoran sat back down at his desk, turned on the desk lamp, and the soft light illuminated a corner of the table. Only then did he open his email.

Lin Miaomiao's email lay quietly in the unread list. It was a reply to the full version of "Analysis of Photovoltaic Cost Reduction Path and Key Nodes (2012-2015)" that he had sent two days ago.

The time indicated it was past 11 p.m. last night, so it seems she looked very carefully.

The email content maintained her consistent style: concise, direct, and focused on the technology itself.

She raised some very insightful questions about several key data extrapolation chains and assumptions in the report, such as the basis for fitting a certain cost reduction curve and the specific considerations for the weighting of policy risk impact.

The questions were all very insightful, showing that she not only read them but also thought about them deeply.

Jiang Haoran did not answer the technical questions immediately.

After careful consideration, he wrote at the beginning of the email: "Dear Lin, thank you for reading carefully. The questions you raised are all very important, which shows your deep understanding of the industry."

"Regarding the first point about the data caliber, my data is mainly cross-validated from the annual report of the photovoltaic industry association and the cost structure disclosed in the prospectuses of several leading listed companies over the years. The relevant source index is attached in Appendix 3 of the report."

"The second assumption regarding the efficiency improvement curve is actually based on an estimation model of existing physical limits and the potential for process improvement. I have compiled a simplified derivation of this model, please see the attachment..."

He answered each question professionally and clearly, demonstrating his solid foundation.

At the end of the email, he added something seemingly casually, detaching himself from the purely technical context:

"Recently, southern Jiangsu has entered the plum rain season, and the weather is hot and humid. It should be similar in Shanghai, right?"

"I remember you mentioned last time that you like to drink tea to cool off in the summer heat, which is perfect for this kind of weather."

"In addition, when we bumped into each other at the library last time, many of your views were very inspiring to me. I later borrowed the latest issue of 'Progress in Photovoltaics' that you had with you. The article on interface passivation in it was indeed very insightful."

He gently tapped send.

This email not only solidified Lin Miaomiao's initial impression of him as "professional and reliable," but also answered her questions.

And then, without being noticed, a few personal, everyday memories were subtly inserted (the rainy season, tea, the last chance encounter, and that journal), gently pushing their connection from purely "academic pen pals" a little further into a more three-dimensional and personal direction.

Emotions need resonance, and resonance begins with sharing and paying attention to details.

After finishing all this, Jiang Haoran turned his attention back to the computer screen. The price of the soybean meal 1301 contract continued to fluctuate calmly, like the calm before the storm.

His account is fully invested and hovering above this tranquility, awaiting the inevitable storm.

The daily routine on campus continues, the hopes of families are sprouting, and connections from afar are quietly growing.

He, like a calm hunter, had already laid the trap, pulled the trigger, and was just waiting for his prey to step into that decisive area.

The wisdom of Texas Hold'em lies not in the passion of throwing down the chips, but in having already foreseen the entire course of the game beforehand.

Now, all he needs to do is wait and trust his own judgment.

After hanging up the phone, Jiang Haoran looked up at the window.

The stars were sparse, but one stood out brightly.

He knew that his era was slowly beginning. And in this life, he would stand at the crest of the wave, not be swallowed by it.