A piece of Pu’er tea can be sold for 65 million. The collectors will not drink it, but hold it as a “stock”. In Fangcun, Guangzhou, there is such a group of tea scramblers who give Dayi tea codes, draw K-line diagrams, and even issue Dayi tea futures coupons. The rise or fall exceeds Bitcoin. Some make millions a day, and some lose money. This article from the micro-channel public number: leopard change (ID: baobiannews) , Author: Ma Hui, Editor: Zhang Yang, the head picture comes from: Original picture provided

In Fangcun, “Dayi Tea” is a much easier topic to talk about than “Have you eaten?” As long as you say it, there will always be someone who will pick you up, and everyone is an expert. The way everyone greets is “Did you buy some?”

Fangcun is sandwiched between Guangzhou and Foshan. It is the national tea exchange center. But selling tea can’t make money. Stir-fried tea is the right way to get rich.

Fangcun Tea Street, stretches for several miles/Leopard Change

At 6 o’clock in the afternoon every day, young salesmen gather at the small shops in the market, and they use their mobile phones to discuss the tea market of the day. On March 8th, when the Leopard Change visited, a “Qunfeng(a new type of Dayi tea)’s dealer would bring the price to The secrets of “300,000” were discussed enthusiastically by everyone, and the tea merchants were gearing up to get a vote.

One week later, “under the peaks” really rose sharply. The price was adjusted 19 times in two days, from 228,000 to 288,000. After hearing the secret, Li Rui received 2 mentions with 220,000 yuan, and only held it for 7 days and gained more than 100,000 yuan.

After the value of Qunfeng was “verified”, among the many “Dayi Tea Trading Groups” in Fangcun, Qunfeng was the most popular one, with almost one price per minute. Once there is a quotation from the shipper, it is immediately followed by “Do you want 280,000? NowIt’s gone, 28.9 has it. “

Besides Qunfeng, Dayi Tea has sold thousands of tea varieties. About 200 pieces of tea cakes have soared in price, ranging from a few thousand per day, to as many as one million yuan a day, and two million a day. Not uncommon.

The wildly rising Dayi Tea has given birth to a trading platform and even futures gameplay. Dayi Tea has become a “financial tea”. Unconstrained and regulated trading platforms and erratic value, the “bubble” of Dayi Tea is rapidly expanding and attracting more outsiders to participate in the hype.

Besides enthusiastic investors, Leopard Bian found that Dayi Tea Company has also contributed to it. By labeling new teas, controlling shipments and creating scarcity, Dayi Tea’s “financial” attributes have been strengthened.

Therefore, Dayi Tea is called “Chinese Bitcoin” by tea merchants.

1. Stir-fry tea like stocks

Fried Dayi Tea has formed a complete system in Fangcun, Guangzhou, just like stocks.

Star tea cakes favored by the secondary market have their own code names. Xuanyuan, whose price increased by 56 times in 4 years, was called the “Emperor”; the collection of peacocks that rose from 20,000 to 353,000 was called the “sacred bird”; the thousands of peacocks that had a premium of 70,000 to 650,000 were codenamed “Qianyu”; The futures price was fired up to 90,000 Canghai, because the cover was a crane holding tea, called “Crane”.

There are also such code names as “Cow Cake” and “Mouse” in the Zodiac series, “7542” and “Mung Bean Cake” in the number series, and “Green Cake” and “Cabbage” in the middle-aged tea.

This code-named tea has a K-line chart with recorded prices, which exists on different trading platforms. Dayi Tea is likened to a stock exchange, issuing Pu’er tea stocks, and each tea is a stock.

The earliest trading platform “Donghe” controls Fangcun’s Dayi Tea pricing power. At 6:30 in the afternoon every day, Donghe will update the new price of tea cakes that day, initially on the website, there is a simple price trend analysis chart.

About 2018, this system was moved to the WeChat Mini Program. On multiple mini programs of “Looking for Tea” and “Dayi Tea Quotes Network”, there are not only updated prices of 1,000 Dayi tea cakes, but also professional K-line charts, market indices, and topical industry trends. Show Unionl=”big title” class=”text-big-title”>2. Become a “financial tea”

The Dayi Tea, which everyone is passionate about fried, was formerly Menghai Tea Factory.

In 1938, more than 90 tea technicians led by Fan Hejun, who graduated from the University of Paris, France, and Zhang Shicheng, who graduated from Tsinghua University, went to Menghai County to prepare for the construction of a tea factory, two years later. Put into production.

Menghai Tea Factory has experienced a glorious time, but the traditional production and marketing methods did not last long, and by the end of the 20th century, it had been in decline. In 2004, the Menghai tea factory was restructured. At that time, Wu Yuanzhi showed great enthusiasm for the tea factory and competed with the Hongtashan Group for the Menghai tea factory.

Wu Yuanzhi was born in Hainan in 1966 and graduated from Beijing University of Aeronautics and Astronautics, majoring in aircraft design. After graduation, he went to the University of Ottawa in Canada to obtain a master’s degree in business administration.

After work, Wu Yuanzhi has been dealing with finance. He once worked in the Economic Research Center of Hainan Provincial Government, Hainan Securities Exchange Center, Hainan Qinglan Industrial Co., Ltd., and Hong Kong Hisense Investment Co., Ltd. In 2003, he became a director of UBM Technology, a listed company.

UBM Technology was formerly Baoshan Cement, a famous local company in Yunnan. Taking this opportunity, Wu Yuanzhi was able to get in touch with Menghai Tea Factory. A rumor is that Wu Kunxiong, Wu Yuanzhi’s father, loves Pu’er tea. Inspired by his father, he deliberately accepted Menghai Tea Factory. In the end, UBM Technology purchased the Menghai Tea Factory for a price of 100 million yuan and implemented private transformation.

After entering the Menghai tea factory, Wu Yuanzhi began to use his accumulated experience in the financial industry, focusing on making Dayi tea, and proposed to make luxury tea.

Imitated the activity of “Caravan in Beijing”, he launched the “Dian Tea Benefits the World·Caravan Tibet Tour”. During the Olympics, Wu Yuanzhi invested heavily in advertising on CCTV prime time, and a series of actions allowed the brand of “Da Yi Pu’er Tea” to be established.

In 2009, Dayi Tea began to build an authorized franchise store system. There are currently more than 2,000 franchise stores nationwide.

After the popularity and distribution system were established, Dayi Tea began to build the concept of “Moutai in Tea”, and the reputation of “Financial Tea” spread like wildfire.

Dayi Tea has also contributed to this, and the method of frying tea is getting closer and closer to the financial field that Wu Yuanzhi is familiar with.

In the past two years, Dayi Tea has developed a futures market.

Before a new product is released, the tea market often has already placed a bet. Some people raise the market price to “go long” and some people push down to “short”.

Take the 2020 mouse cake as an example. The “Air Force” is not optimistic about the zodiac series, and sells it for 30,000 to 40,000 yuan. If the mouse cake is not welcomed by the market, the market price is only 20,000 yuan, and the price is only 20,000 yuan. An empty order can make millions.

However, as Dayi announced that the mouse cake was made of ancient trees, and the number of distributions was small, and the goods could only be grabbed at the Tmall flagship store, the futures price rose all the way to 98,000, and the highest rose to 14. Million. This means that if you take 100 empty orders, you may lose ten million.

In the narration of many tea merchants, the people of Fangcun turned their backs on their horses that night. Someone announced in the Moments that they would shut down and run away. Some people posted screenshots saying “ready to drink pesticides.” Someone said that they would run away from home and try their best to match the orders, but they have already lost millions of 100 empty orders.

The market is in chaos. If it is single, it means that those who are long will make a net profit of tens of thousands overnight. In the video taken by the tea merchant, someone prevented the short stall owner from running away and blocked the shop overnight.

When trading futures in Fangcun, huge losses and huge profits are the norm. For example, Dayi just announced the 7542 tea cakes, which have not yet been released. The futures price is up to 80,000 pieces, but the actual distribution price is only 15,000 yuan. There are only three orders, and there is a nearly 200,000 fluctuation. .

This is known as a game between the air force and multiple armies, and one house may be lost at a time. Whether it’s an order or not, it all depends on personal credit. The boss ran away and didn’t know where to find it.


3. Why is Dayi Tea?

There are so many Pu’er teas, why is it Dayi tea?

A tea merchant told Leopard Change that the secret was at the launch of Dayi Tea. The launch of Dayi Tea is comparable to the Spring Festival Gala in the Pu’er tea industry. Every year, the tea market boils, especially since the Xuanyuan Hao 4 years ago.

According to the recall of a participant at the time, on October 15, 2017, Xuanyuan was released in Xi’an. There were more than 600 people in the hall. The director of Menghai Tea Factory flashed the tea factory in class in a beautiful PPT. The photos of Zhangcun’s collection suggest that there is Banzhang tea on the Xuanyuan Ship, and the people all exclaimed. In the copywriting, Dayi Tea’s description of Xuanyuan Hao frequently mentions “top-notch” from raw materials to craftsmanship and culture.

In the opinion of the tea merchants, Dayi Tea began to touch the doorway at that time, and its style also changed significantly. The tissue paper wrapping the tea leaves was exquisite, and each tea had a beautiful name, but it did not touch the tea. For example, “Queen of Phoenix” and “Canghai”.

The launch of each new tea is extremely grand, and there are corresponding high-end teas for benchmarking.

In a Dayi Tea Experience Store, the market price of Dayi Tea Cake is over 10,000 yuan/leopard change

In 2018, Thousand Feather Peacocks was released in Japan. This tea claims to be Seven Stars, compared with the six-star Peacocks whose prices have soared in Dayi. At the Japanese press conference, Qianyu Peacock only showed pictures of the outer packaging, and the futures price in Fangcun and other places rose from 48,000 to 75,000.

When “Below the Peaks” was released in 2020, a tea merchant told Leopard Bian that at the press conference, Qunfeng was put together with the Xuanyuan number, which had a price increase of 1 million, and the six-star Peacock, which had a premium of nearly 10 million. “They won’t say anything, and they won’t tell me who this tea is against, but just putting them together will give you a lot of room for imagination.”

According to this imagination, Dayi Tea has already marked the price in the hearts of investors. By increasing the price of new tea, Dayi Tea once again stimulated investor confidence, because new tea is so expensive, old tea cannot be cheap.

Leopard Bian found that when the top Xuanyuan ship first came out, the distribution price was 714 yuan a cake. In 2018, the price of new tea tea cakes was between 667 and 1,142 yuan. In 2019, the price of tea cakes is generally thousands of yuan, and in 2020, the highest record is broken under the peaks, and the selling price is 6,857 yuan a cake.

At the same time as prices are increasing, Dayi Tea is selling fewer and fewer tea cakes. The shipment of star tea cakes has also been reduced from 10,000 to 3,000 to 5,000. From the perspective of tea merchants, Dayi Tea Company is artificially creating rarity.

Starting from 2016, Dayi Tea has gradually turned to online channels for sale, and hunger marketing has become more obvious. Investors need to snap up purchases through the official Yiyouhui APP and Tmall flagship store. Originally in Dayi Tea Specialty Stores, Experience Stores andThe games circulating in the Fangcun second-hand market have been infiltrated by the scalpers.

On the Tmall flagship store, Dayi Tea sold 5,000 pieces of “Canghai” tea cakes. As a result, 2 million people participated in the panic buying.

Take Canghai as an example, the price of 23,800 yuan was mentioned, but some tea dealers noticed that some scalpers used dozens of mobile phones to grab orders, declaring that they would not sell for less than 100,000 yuan. The market price soared to 92,000 yuan. .

Below Qunfeng also pioneered the MVP member panic buying mode, and only high-end members of Yiyouhui can panic buying. In Dayi’s official APP Yiyouhui, all-stars with a recharge of 2,880 yuan can grab a mention in 500 mentions, and an MVP with a recharge of 30,000 yuan can grab a mention in 3,000 mentions.

The mode of member panic buying has further increased the scarcity of Dayi Tea. Popular high-end teas can be grabbed casually, and you can earn tens of thousands of dollars after changing hands. The income is better than selling new shares. Therefore, more and more people outside the circle join the ranks of fried tea.

Someone dumped stocks and real estate to make tea. A stall owner in Dongguan was even advised by a nearby real estate agent, “Let me sell my shop and buy Xuanyuanhao.” p>

Four. Will it crash?

The market is very lively, and some people make money, but no one knows the direction of tea cakes.

The most widely heard Leopard Bian in Fangcun is to buy celebrity tea. It is to look at the name and picture, to be atmospheric and beautiful. The most important thing is the amount of distribution, the smaller the distribution, the more precious it is.

The “Canghai” and “Spring and Autumn Days” tea cakes launched by Dayi in 2020 almost all meet the conditions, but the prices are still falling.

The tea merchants concluded, “There must be a dealer to pay the bill.” As a result, judging which new tea will increase the price has become a competition for who can better get the news of the maker, “When will the maker raise the price and ship it?”

Even if you buy the right tea cakes, once they become damp or fragrant, the more expensive tea cakes will be rejected.

In Fangcun, only “beautiful” tea cakes can be better circulated and have better market prices. Once the tea cake has slag, oil, or even a slight bump in the original sealed box containing the tea cake, it may be rejected or the shipping price may be greatly reduced.

The salesperson is carefully checking the tea cakes, there are cracks, oily, broken slag problems, the price is greatly reduced/leopard change

Old tea merchants all say “It is easy to buy goods but difficult to ship”. It depends on luck for the fried tea. For the outsiders, the water is deeper.

Li Qijing, secretary general of the Dongguan Tea Association, said in an interview with Red Star News that “financial tea” is completely out of the taste of tea. “This model is a bet on credibility, but you also know that in the face of interest or under a large gap, some people may run away, leading to more and more cases of incompetence. And there are many such transactions. It is a verbal promise, a screenshot of a phone call, or a handwritten receipt. These are not protected by the law in terms of contract law.”

Li Qijing pointed out that “‘financial tea’ is a market behavior, and we believe it is unhealthy for the development of the tea industry and runs counter to normal tea trading.”

Such concerns are also spreading among tea merchants. Tea merchant Yuyao relied on roasting tea and bought two houses in Guangzhou and Foshan. There were still teas worth ten million in the warehouse. But sometimes Yuyao feels untrue, “It’s too easy to make money for fried tea.”

He can clearly feel the boom in the second-hand Dayi tea market in the past two years. “In the past 10,000 yuan of tea, a premium of 3 to 4 times is more common. Now the premium of tea cakes is 40 times, or even 400 times.”

p>

In the price chart of a variety of middle- and old-age tea cakes, the upward trend has risen sharply after 2018, and even soared. Among them, the six-star peacock launched by Dayi Tea in 2003, with a distribution price of less than 30,000 at the time of sale, has soared to 65 million pieces(48 Pie).

The very popular evaluation of Dayi Tea in the circle is “Moutai in Tea”, but Yuyao couldn’t help but ask, “A bottle of Moutai, a dozen of us sat down and drank at a table. Now, what about Yibingcha?”

A 357g, 7 tael tea cake can be brewed at least 51 times according to 7g, and it can be brewed 7 times each time. The relatively new raw tea can be brewed to 15-20 brews. In other words, drink tea 5 times a day, and drink each tea7 bowls, a tea cake can be drunk for 10 days.

With such a large amount, the price got higher and higher. Worried that the market would soon collapse, he quietly emptied the tea cakes that he bought at a high price.


This article is from WeChat official account:Leopard change (ID: baobiannews) , author: Ma Hui