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Shanghai imported beef and mutton futures market
First, pork has soared.

Friends who collect agricultural product prices should know that domestic pig prices have skyrocketed these days. You know, the basic pig price is only more than that in 6 yuan. At present, the average daily increase in 0.5 yuan is 1 in the area with the largest increase.

After this round of increase, the pig prices in Shanghai, Zhejiang, Fujian, Guangdong and Hainan have all broken 8%. In addition, the pig prices in Guangxi, Shandong, Beijing, Tianjin, Jiangsu, Jiangxi, Hunan, Chongqing and Sichuan have also risen above 7.5 yuan.

At present, this price can basically break the cost for some pig farms that are self-supporting and have ideal production results.

The main reasons for this round of soaring pig prices are: 1, and the boosting effect of policies is reflected in the terminal market.

2. Although pork consumption is not ideal, affected by the epidemic, it is difficult for pigs in the north to go south, and the supply of pork is unbalanced, pushing up the price.

3. The quantity of imported meat has been greatly reduced, with only 420,000 tons of imported meat in the first quarter.

4. Recently, the price of piglets increased by 100 yuan, which promoted the second fattening and reduced the slaughter of pigs. In addition, some pig farms also reduce the slaughter of pigs by supplementing reserve sows.

There are two kinds of voices in the market for the follow-up pig price. One kind thinks that the pigs available for slaughter are still at a high level, and the increase in pig prices is only temporary and will fall in the future.

Another view is that the pig price has been depressed for nearly a year, and the capacity adjustment has been basically completed. This rise is the beginning of a new round of rising cycle.

The author believes that the production capacity of live pigs has indeed declined, but it may be too early to say that it is the beginning of a new round of rising cycle. Now the production capacity is at a high level, and consumption has not recovered. There is no basis for the continued rise in the market price of pigs. In May and June, the pig price may fall again, but in July and August, with the obvious recovery of consumption, the pig price is expected to enter a real rising cycle.

Affected by the recent rise in pig prices, pork prices have also ushered in an upward trend. At the lowest time, the average wholesale price of pork in China was around 9 yuan, and now it has rebounded to 9. 18 yuan, up 0.9% from the previous day.

Second, the chicken relay race

Following the rise in pork prices, the price of chicken has also risen sharply recently. The price of white striped chicken was 9. 19 yuan, up 2.6% from the previous day.

The market price of hairy chickens has also risen sharply. At present, the price of Shandong wool chickens has risen to around 4.6 yuan, the price of broilers in Northeast China has risen to 4.55-4.6 yuan, Henan and Shaanxi to 4.6-4.7 yuan, and Beijing-Tianjin-Hebei to 4.6-4.7 yuan.

The biggest change in the broiler market recently is not the price of broilers, but the price of chicks. The price of chicks has risen sharply, indicating that the market has begun to accept the view of subsequent price increases, and farmers are more enthusiastic about making up the column.

In addition, the increase in the price of chicks indicates that the number of chicks on the market is low, which also contributes to the subsequent increase in the price of broilers.

Considering that the broiler breeding cycle is relatively short and is greatly influenced by the price of live pigs, it is expected that the subsequent broiler prices will also rise and fall with the rise and fall of the price of live pigs.

Third, the price of beef and mutton has dropped.

The latest news shows that the current price of mutton is 35.07 yuan, which is the same as the previous day, and the price of beef is 28.3 1 yuan, which is 0.2% lower than the previous day.

Why are pork and chicken going up in price, while beef and mutton are going down in price?

Mainly because the domestic beef and mutton supply is relatively sufficient at present, and the terminal consumption is not ideal.

The price of live pigs began to fall in June last year, but the price of cattle and sheep in China has been relatively firm, especially the price of cattle has been relatively high, which has led many pig farmers to turn to raising cattle and sheep, which has significantly improved the amount of cattle and sheep breeding in China. At present, there is a surplus of sheep, a high level of cattle and a high supply of beef and mutton.

However, the consumption of beef and mutton has been hit by the sharp drop in pork prices. At present, a kilo of pork is less than 10 yuan, and a kilo of beef and mutton is about 30 yuan. The huge price difference makes consumers choose more and cheaper pork and chicken.

The common pressure on both ends of supply and demand has caused the prices of domestic beef cattle and live sheep to drop, and the prices of beef and mutton have also dropped.

It is expected that the price of beef and mutton in China will not drop sharply before the price of live pigs and meat rises sharply.

Will fertilizer be reduced in May?

Affected by the unstable international situation and tight domestic supply, the price of chemical fertilizer in China has been at a high level since the end of last year, and the price of chemical fertilizer has also risen sharply compared with before. Although farmers' food prices have risen, the prices of agricultural materials such as chemical fertilizers have risen, so that farmers' income has not increased significantly.

In order to ensure farmers' basic income from farming, at the recent press conference of the National Development and Reform Commission, experts also made clear statements about the high price of chemical fertilizers and the supply of agricultural materials such as chemical fertilizers.

At present, the present situation of chemical fertilizer in China is that the supply of nitrogen fertilizer and phosphate fertilizer is guaranteed, but potash fertilizer needs to be partially imported to meet the demand. However, under the influence of factors such as guiding potash fertilizer enterprises to increase production and putting in 1 10,000 tons of potash fertilizer reserves, the price of potash fertilizer showed a steady and declining trend.

In May, the price of fertilizer will probably continue to decline, because the state has made efforts in many aspects, such as promoting enterprises that have stopped production to resume production, urging energy enterprises to ensure the energy supply of fertilizer enterprises, improving the transportation capacity of fertilizers and production raw materials, urging enterprises to put reserve fertilizers on the market as soon as possible, speeding up the circulation efficiency of fertilizers, strengthening market supervision, and strictly investigating illegal activities in the fertilizer market.

The fundamental purpose of these is to ensure the normal supply of chemical fertilizers in China and promote the high price of chemical fertilizers to fall back.