According to industry analysts, the sharp rise in food prices is only due to the relatively sufficient supply of rice in the domestic rice market, while the delivery of rice in the market is not smooth. Previously, the domestic rice directional auction was started, but due to the relatively loose market supply and demand, the auction heat was not high, and the phenomenon of streaming auction was also obvious.
At present, in the northeast market, except round rice, the prices are relatively firm, and the auction price of some medium grains can reach 1.25 yuan/kg. But for long-grain rice, the market supply is loose, the low-price Mi Yuan is sufficient, and the logistics cost rises sharply, which also intensifies the upward pressure on the market!
In the main producing areas of indica rice in China, due to the recent continuous rainfall in central and southern China, the market purchase and sale almost stopped. In Jiangsu and other places, the price of Liangyou indica rice with rice yield of 70% is generally 1.3 1 yuan/kg. Due to the weak acquisition of temporary storage market, the temperature gradually rises, the difficulty of rice storage increases sharply, and the demand in the downstream market is weak, so the indica rice market will remain weak and it is difficult to expect to rise in the short term!
In the breeding market, the prices of live pigs and eggs fluctuate strongly! In the egg market, domestic supply and demand are relatively stable, because the breeding end is quite expensive, but the egg situation in the consumer market is not good. In the game of market supply and demand, the domestic production and marketing market, egg prices generally sideways "4 yuan era"! Because of the stage, the breeding end is in the stage of "low production capacity, low inventory and high cost", and farmers are willing to hold the price. The weak domestic catering market and the slow pace of terminal eggs also limit the enthusiasm of traders to get goods at high prices. In the short term, the price of eggs will still be sorted sideways, and the price will fluctuate within a narrow range!
In the live pig market, the price of live pigs continues to rise. On March 25th, the domestic average price of live pigs rose to 12.32 yuan/kg, and the price of live pigs rose for four consecutive days, with an increase of 4.9%! However, due to the gradual easing of the supply of live pigs in many markets in the north, the price of live pigs in North China and Northeast China fluctuated and fell. In the low-priced area, the price quoted by slaughter enterprises in Northeast market is only11.2 ~11.8 yuan/kg! In the southern market, the price of live pigs continued to rise on a large scale. The price of live pigs in some high-priced areas continues to rise. The quotation of slaughter enterprises in Guangdong, Zhejiang, Fujian and other places has gradually increased to more than 13 yuan/kg!
Pull the string and move the whole body! Due to the rising price of live pigs, domestic meat prices have kept rising. In the off-season, all kinds of meat prices are rising, among which pork prices have risen sharply. In recent years, the ex-factory price of pigs in designated slaughterhouses in China has risen by nearly 0.5 yuan/kg on average, and the ex-factory price of pigs in China has soared to 16.43 yuan/kg on average, while the average wholesale price of pork in China has also risen to 18.4 yuan/kg, in Beijing and Shanghai. The transaction price of white pigs in the wholesale market also rose sharply. In some wholesale markets in Beijing, the average transaction price of white pigs has gradually increased from 14 yuan/kg to 15.5 yuan/kg, and the market performance is even more outstanding!
Due to the rising price of pork, the price of beef and mutton in many parts of China has also fluctuated strongly. The price of mutton is generally 30~35 yuan/kg, the price of boneless mutton in some areas is above 40 yuan/kg, and the price of beef is generally around 38~45 yuan/kg!
In the fattening sheep market, the price of mutton sheep generally continues to fluctuate strongly. Among them, the price of 25-30 kg sheep seedlings is generally maintained at 450-650 yuan/head! The price of Shandong mutton sheep is 13.3~ 14.6 yuan/kg, and the price of small-tailed Han sheep and fine-wool mutton kebabs in Hebei market is also hovering around 13.5~ 14.5 yuan/kg!
Nowadays, the price of live pigs has risen against the trend, which has also led to a slight rebound in domestic pork, beef and mutton prices. So, does this mean that the spring of aquaculture is coming!
Personally, the rise in pig prices has indeed led to the rebound in beef and mutton prices, but the rise in pig prices is unsustainable and the market is still in a downward trend cycle! However, the domestic feed raw material prices continue to strengthen, and the prices of corn and soybean meal continue to rise, which also aggravates the rise of breeding costs. At this stage, the fundamentals of pig overcapacity have not improved, the stock of fattening cattle and sheep market is relatively loose, and the price of pigs is at risk of rising and falling, which will also limit the performance of rising cattle and sheep market. Therefore, the winter of aquaculture is not over yet, and spring is still far away!
Food prices have risen sharply, but rice, pigs and eggs are on the strong side, meat prices have risen against the trend, and aquaculture spring has arrived? What do you think of this? The above is my personal opinion!