The post read:
"The most exciting news today is that Eagle Group has fallen into love with Jiahe.
You know, before this, Henglong was the first to come into contact with Eagle.
Zhao Chen personally flew to Zhengzhou and negotiated for two consecutive days, but was intercepted halfway by Lu Shen.
This battle actually reflects the strategic dilemma of Henglong.
After the main real estate business shrank, Henglong held more than 3 billion in cash and urgently needed to find new growth points.
Zhao Chen has set its sights on the pig industry. This idea is correct - Pig Cycle has bottomed out, and now is a good time to make plans.
But the problem is that Henglong has no foundation in the breeding industry and no accumulated experience.
If you try to force your way in with capital, you will end up being snatched away at a higher price.
Although Jiahe is also a new entrant, behind them is Blackstone, whose international resources and capital operation capabilities are far from comparable to Henglong.
Eagle chose Jiahe, to a certain extent, he also chose a better 'endorsement'.
For Henglong, the impact of this failure is not just the loss of a project.
More importantly, the market will begin to question:
Is Zhao Chen's transformation strategy feasible? Can Henglong, who started out in real estate, really be able to raise pigs?
There is no obvious fluctuation in the stock price of Henglong today, but if there is no progress in the subsequent transformation, investors' patience will be exhausted sooner or later."
Under the post, the comments section was polarized.
"You're right! Henglong doesn't understand agriculture at all, Zhao Chen is too young."
"What's wrong with being young? People drag Henglong from 5 yuan to 18 yuan. Isn't that okay?"
"That's capital operation, not industry. Pig raising is industry, it's different."
"Jiahe doesn't know how to raise pigs, so why should they?"
"They are rich! Who can't throw 2.07 billion into it?"
"Haha, money can solve everything? Just wait and see, who will cry and who will laugh in two years."
"Anyway, I stand with Zhao Chen. This person was scolded every step he took, and every step he took proved to be right in the end."
"That was before, not necessarily this time."
The debate is getting more and more intense.
But there was one comment that was silently liked:
"Henglong's transformation failed? Have you forgotten that Henglong still has more than 3 billion in cash on its account, and its debt ratio is the lowest in the industry.
They can afford to lose. What about Jiahe? If Pig Cycle continues to fall at 18 times, can they withstand it?"
Various financial influencers took the opportunity to gain popularity.
Big VA: "Henglong is so embarrassed this time. He spread the word about raising pigs all over the world, but he was cut off."
Big VB: "It's not a shame, right? It's normal to win or lose in business negotiations. The key is the follow-up. Let's see what other targets Henglong can find."
Big VC: "I think Zhao Chen made a strategic mistake this time. It was too high-profile and attracted people's attention."
Big VD: "Have you ever thought that maybe Zhao Chen doesn't care at all? He has so much cash in his hand, if he doesn't invest in Eaglet, he can invest in other things."
Big V A: "The problem is, there are only a few good targets. Yunnan Agriculture is preparing for an IPO, Zhongke Animal Husbandry is too small, and the valuations of other Listed Company are not cheap. Who else can Henglong invest in?"
Big V B: "Maybe Zhao Chen deliberately let Jiahe take over?"
Big V C: "Hahahaha, you are overthinking. Who is willing to give up the 2.07 billion game?"
Big V D: "Just wait and see. Zhao Chen, this person, often wins when he can't understand."
August 14, Monday, 9 a. m.
There is news about Jiahe Assets official Weibo.
A Weibo with blue V certification was sent out on time.
Jiahe Assets V:
"Thank you for your attention to the strategic cooperation between Jiahe and Eagle Group.
The Live Pigs breeding industry is at the bottom of the cycle, but we firmly believe that the China process of agricultural modernization has just begun.
Jiahe is willing to join hands with Eagle Group to jointly promote the healthy development of the industry and provide consumers with safer and better food.
At the same time, we also wish Henglong Group can find an investment goal that suits them.
China The agricultural market is large enough to accommodate more passionate and capable participants.
We look forward to working with Henglong to inject more vitality into the industry."
The accompanying picture is a photo from last night's signing ceremony - Lu Shen and Hou Jianfang shaking hands, with a banner of "Strategic Cooperation Signing Ceremony" in the background.
The comment section quickly exploded.
"Jiahe This pattern is okay, and I wish my competitors well."
"What a blessing, it's obviously just showing off: Look, I took the best one."
"Hahahahaha, I think this is so true."
"But to be honest, Eagle is indeed a good target, and Jiahe has a good vision."
"The question is, what else can Henglong find? All the good ones have been robbed."
"Yunnan Agriculture Group is still preparing for an IPO, Zhongke Animal Husbandry is a bit smaller, and the valuations of other Listed Company are not cheap."
"Henglong It's really difficult this time."
"Zhao Chen is pretty awesome, isn't he? Why did he get cut off this time?"
"No matter how good you are, you will sometimes fail."
"It's just a one-time mistake, what's the point?"
"It's not that it's just that Henglong's transformation strategy has indeed been frustrated this time."
"Just wait and see what Henglong's next move will be."
At ten o'clock in the morning, the people watching below Henglong Group official Weibo finally got the update.
Henglong Group V:
"Congratulations to Jiahe Assets and Eagle Group for reaching a strategic cooperation!
Eagle Group is an outstanding enterprise in the domestic Live Pigs breeding industry, and its accumulation of more than 20 years is worthy of respect.
Although Henglong and Eagle failed to reach an agreement, we respect the choices of both parties and believe that the joining of Jiahe can make Eagle go more steadily and further.
Henglong's long-term optimism about Live Pigs's breeding industry will not change.
We will continue to look for suitable strategic partners and advance the layout of the breeding sector in a pragmatic manner.
China The future of the breeding industry is worth looking forward to."
The trend in the comments section began to change subtly.
"Henglong is such a generous response, neither humble nor overbearing."
"If you lose, you lose, but you can afford to lose."
"It's much better than that weird blessing from Jiahe."
"Jiahe, where is the evil spirit? I am also a blessing."
"The blessing is showing off, can't you see it?"
"Henglong is a true blessing, Jiahe is a show off."
"Stop arguing, both families have their own plans."
"But Henglong did lose this time. What should we do next?"
"I told you to keep looking. Eagle is not the only one."
"The problem is that there are only so many good things..."
"Isn't Yunnan Agriculture Group still planning for an IPO? Maybe it can happen."
"Yunnan Agriculture's shareholding is too concentrated, so it's difficult to negotiate."
"Then just wait, Henglong has more than 3 billion in cash on his account, so he can afford to wait."
"That's right, you can be willful if you have money."
No matter how lively the public opinion is, Henglong has no other response.
For a company Listed Company, the stock price of Secondary Market can best reflect the confidence of shareholders.
The keen media have been paying attention to the stock price of Henglong since the market opened in the morning, ready to make a hot news at any time.
However, the performance of Henglong's stock price disappointed them.