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本帖最后由 zombie186 于 2016-1-9 21:25 编辑
Hot Copper 上周有篇做代购的中国人发的好文,有众多人点赞,不敢专美,转过来大家一起分享。
Dear A2m share holders,
!o! that was my first post, I am so surprised that so many have read it. it might have been my most popular post in my life so far. I am just a bit upset that my poor English didn't help me to express my story well enough.
Like I said I believe that there is strong relationship between Daigou and A2m&Bal SP surge. the reason I bought those two shares was I saw the huge demands of those two baby formulas in person and in last three months, those 2 shares had made more money for me than my whole year's "hard working" daigou. so some of you might feel left behind simply because you are not from Chinese background. well.. don't be. if you know the fact and buy those two shares or similar in right time like today and sell it in a few months. I am sure next time you see some daigou busy in carrying baby formulas you will have a smile on your face.
Many people asked me why stage 3 formula is the best sell. well....after babies turn to 1 year old. they should start drink fresh milk but this is not the case for current Chinese parents. they don't have enough good fresh milk to choose from for their child. it makes 1 year's old, 2 year's old and three years' old children all drink stage 3 formula. my nephew in China is 2 and half years' old and his mum just order 12 tins Bellamy stage 3 from me. if you ask me why there is not enough fresh milk in China then here is another insight story. sorry i just happen to know.
My father used to work for a Chinese diary company 20 years ago when the company first privatized from state he got some initial shares. now every year the dividend is more than those initial shares' value back in 20 years. while he told me the company used to produce fresh milk from cows and since more and more Chinese turn their head to fresh milk from porridge the cows simply cannot produce enough and China does not have enough spaces to grow milk cows. so what they did was import cheap milk powder from NZ and States and mixed with water in factory. with time passed by, the so called fresh milk they made tastes more like water because they put more water to reduce the cost and it might be the true reason behind the milk contaminated issue back in 2008. the more water u put in, the less milk protein it has and it can not passed the test, so they mixed another chemical to make testing machine believe it has enough milk protein. the boss of company my father worked for told him that he want to do that as well but it require a lot of cash and certain technique and you have to import a certain machine from Germany to do that, it was like a science to the company so eventually he did not do it, now he consider himself is a lucky guy and keep producing water taste fresh milk and made huge wealth, the milk taste like water is bad but at least there was no harmful chemical in it. my father told me that 90% of those "fresh milk" in China is mixed by water and milk powders and surely the Chinese parents don't buy it for their only child.
China used to be a agriculture society and in the last 5000 years. rice is the most important food source for Chinese and we feed our young rice porridge. now suddenly in last 2 generation Chinese people start to drink milk. you can do the math. i am just pity for those milk cows they might have to work really hard to produce more milk.
I have to say I love Australia and OZ, it is a very tolerate society.I finished my Uni in here, I got my first job in here, I started my family in here, my two lovely daughters were born in here. I am so glad Australia accept me to be part of it. On the other hand I love my mother land China as well. even it has many issues but in general it is on the right track, people in China's living standard had improve a lot in last 3 decades. Chinese people wants better products, dairy product is just one of it. This is the chance and sure it won't last forever. it is happening right now so you better jump on the train and enjoy the ride.
have a good weekend and wish you a very happy new year! |
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