In the pig market, the pig price got rid of the decline, and the market showed the performance of turning the tide. Domestic pig prices are rising day by day. So, what has happened to the market? Let's analyze it in detail today!
In the refined oil market, February 12, due to the weekend, the pricing cycle of this round of oil price is fixed on the fifth working day, and the change rate of crude oil hovers around -3%. However, compared with the initial price adjustment, the rate of change of crude oil has rebounded sharply, which also means that the domestic gasoline and diesel price reduction expectation is greatly reduced. At present, the price of ordinary gasoline and diesel in China has dropped to 130 yuan/ton, which is equivalent to a drop.
Although, in the past five working days, domestic gasoline and diesel prices have maintained a downward trend, recently, international crude oil prices have risen sharply. Last week, the international mainstream crude oil futures prices, the US WTI and London Brent crude oil futures prices generally rose by more than 8%!
Among them, the price of American light crude oil soared to $79.82, which is about to break through the $80/barrel mark, while the price of Brent crude oil soared to $86.56/barrel, and the international crude oil price rose sharply. The key to supporting the strength of crude oil futures prices lies in Russia's initiative to cut oil production capacity. Due to western sanctions against Russia, Russia has decided not to directly or indirectly export oil to countries or economies that restrict Russian oil, and will cut its daily output by 500,000 barrels from March! Supported by this factor, the international crude oil price has soared, which will also cause the international crude oil change rate to rise further!
At present, there are still five working days from the new round of price adjustment window. Due to the high crude oil price, the domestic crude oil change rate may rebound sharply, and the current round of oil price decline is doubtful. Personally, oil prices may be stranded or rebound!
In the domestic peanut market, during New Year's Day and Spring Festival, the price of peanuts was firm, and some traders were cautious. However, after the Spring Festival holiday, traders' inventory gradually consumed, and the downstream demand gradually improved. The number of peanuts at the grassroots level is not good, and the domestic peanut price has risen sharply!
According to institutional data, the domestic currency rice price reached 10880 yuan/ton after the year, up 1.87% compared with the year before! Years later, the oil plant started construction in an all-round way Due to the weak channel inventory, the small number of grass-roots units, the price increase of oil plants, the profit margin of traders and the gradual recovery of grass-roots purchase and sale transactions!
At present, the price of peanut in Shandong province is 5.35~5.5 yuan/kg, but the quantity is small, and farmers' price-holding sentiment is high, and the price still tends to rise in a narrow range.
In Henan, the price of currency rice is 5.45~5.6 yuan/kg, and the price of peanut is in 5.5 yuan/kg. Due to the recent heavy precipitation, the grass-roots purchase and sale are not smooth, and the market circulation is general.
The price of currency rice in Northeast Liaoning is 5.4~5.5 yuan, and some areas quote 5.6 yuan/kg! Judging from the market import quotation, the current peanut import quotation is around 10500 yuan/ton, and the quotation has also increased by 50~60 yuan/ton!
Due to the tight supply pressure of corn and the low inventory of intermediary channels, with the full start of domestic mainstream oil plants, enterprises just need to strengthen. It is expected that peanut prices will still have a strong adjustment trend, especially the high reluctance to sell at the grassroots level, which will also support the high-profile rise of peanut prices!
In the hog market, recently, due to the increasing pressure on the slaughter of pigs, the loss performance at the breeding end is outstanding, and the market price-bearing sentiment is getting stronger. Domestic pig prices "saved" and the market showed a strong fluctuation trend. Pig prices fluctuate strongly in most parts of the country!
Data show that at present, the national average price of live pigs hovers at 7.25 yuan/kg, up 0. 13 yuan/kg from the previous day. Domestic pig prices fluctuated strongly, and the market showed a bottoming trend!
Among them, the price of live pigs in the mainstream market in the north and south increased by 0. 1~0.3 yuan/kg, and the price of live pigs hovered around 6.8~7.7 yuan/kg! Among them, in Heijiliao area, the price of pigs rose to 6.9~7.4 yuan/kg; Parts of North China rose to 7.4~7.5 yuan/kg.
In East China and Guangdong markets, the price of pigs rose to 7.5 yuan/kg in many places, and Zhejiang and Shanghai rose to 7.7 yuan/kg!
The increase in domestic pig prices has intensified, and the price of pig enterprises has increased significantly! Personally, on the one hand, at present, the precipitation in many places in the north and south of China continues, the purchase and sale of pigs at the grass-roots level are not smooth, and the phenomenon that farmers are reluctant to sell at super high prices is heating up. Recently, the supply of live pigs in the society has obviously shrunk.
On the other hand, pork storage is expected to increase, and the mood of group enterprises to control the number of pigs is heating up. Due to the shrinking number of live pigs in society, it is extremely difficult for slaughterhouses to successfully collect pigs, and the bidding fever of traders downstream of slaughterhouses is heating up, and the premium of pig enterprises is obvious!
Therefore, due to the long-short game in the market, domestic pig prices fluctuate strongly. At present, the price of pigs has risen to 7.25 yuan/kg. As pork storage and storage will land next week, pig prices are still expected to adjust strongly! However, with the high price of live pigs, the mood of bargain-hunting in the market has cooled down, and the mood of farmers will gradually differentiate. The enthusiasm of some farmers to go out on rallies has gradually become stronger, and pig prices still tend to fall!
It is estimated that in the next 1~3 days, the rising trend of pig prices will fall back, and farmers will fall back due to poor consumption follow-up, and pig prices are still at risk of downward adjustment!
Warning! Oil prices rose by 8%, peanut prices rose sharply, and pig prices were saved. What happened? What do you think of this? The above is my personal opinion!