1. Judging from the price of corn starch in the left and right starch markets, although the price of corn starch has rebounded slightly recently, the corn futures market will be relatively stable in the next few months, and the demand for corn starch will not change much, so the price of corn starch will not fluctuate much.
2. From the perspective of imported cassava starch, the current price of cassava starch in Vietnam is 2,200 yuan/ton, and that of cassava starch in Thailand is 2,400 yuan/ton, which is relatively small and has limited impact on the domestic market.
3. From the supply of cassava raw materials, the purchase price of cassava in this cropping season remains high, and the current price has exceeded 400 yuan/ton. Due to the large demand for cassava alcohol in recent years, many new alcohol factories have been built, which has increased the demand for cassava, so it is unlikely that the price of cassava raw materials will fall in the near future.
4. Judging from the cassava starch output, the output of this cropping season is basically the same as that of last cropping season. Due to the low price of starch in the early stage, manufacturers are reluctant to sell it, and the current inventory is large. With the increasing use of cassava starch, its extended industrial chain will be lengthened, which will increase the demand for cassava starch.
To sum up, the author thinks that after the Spring Festival, the price of cassava starch shows a steady upward trend, reaching a maximum of 2,500 yuan/ton before July, but it is unlikely to rise sharply in the near future.
The above views are purely personal and are for reference only.