The most sensitive variety is corn, which is in stock very quickly, and it will be almost three years. The shortage of corn will soon be reflected, and now the market is still under pressure, so the rhythm is very important. The lower the market, the stronger the strength and the greater the space. Spring ploughing is coming. According to the survey data of relevant institutions, some farmers in Northeast China are very willing to plant soybeans, and corn seeds are not easy to sell, which is less than last year 1/3. It is expected that the corn planting area will be adjusted this year.

On the last day of March, the corn market finally stabilized. Among them, Shandong corn has the biggest decline, and all possible bad news has been realized collectively. Although there have been two short-term rebounds, they have not resisted the overall decline. For example, Linqing Golden Corn fell by nearly 5 points, while other companies fell by more than 2 or 3 points. The inventory of northeast ports reached 5 million tons. In the absence of effective circulation, port prices continued to adjust slightly. So far, there are few grass-roots grain sources in the northeast producing areas, and the rest of the land is basically sold out. Only traders still have some food sources. At present, deep processing enterprises have mastered the initiative of acquisition, and some vehicles with high water content directly refuse to return them.

The current market used to be pessimistic and negative, but there were also positive voices. Chen Tao, Chairman of Louis Dreyfus (China) Trading Co., Ltd. delivered a keynote speech at the 5th China Commodity Industry Forum: In the past 20 years, China's resources have been in short supply, but our expenditure has been increasing. The smaller the gap, the more problems need to be solved. The most sensitive variety is corn, which is in stock very quickly. After three years, it will be almost the same, and the gap between corn will soon be reflected. Now the market is still under pressure, so the rhythm is very important. The lower the market, the stronger the strength and the greater the space. This must be a big market for 10 years (at least 5 years).

In the future, all negative news will be digested and will increase greatly. Generally speaking, I firmly believe that the United States will cooperate more and more closely with us from the perspective of trade, in view of China's demand and the existing gap. In the short term, we should grasp the rhythm of shorting, and in the medium and long term, we should have more agricultural products. Now all agricultural products are too cheap, and the long-term holding income is definitely better.