However, the pig market began to "counterattack". With the increase of bullish sentiment in the market and the increase of price-raising sentiment at the breeding end, the price of pigs is step by step, and the price has risen steadily.
In the urea market, though, due to the continuous high temperature in the south, the output of urea has declined in some areas, but the urea market is weak due to poor demand! So what happened in the market? The specific analysis is as follows:
Urea is beginning to fall in price!
The latest data shows that the domestic urea market is weak. Due to the deviation of urea demand in the end market, the market demand performance is sluggish. Although some enterprises were forced to stop production due to the high temperature in the south and the limited impact of many places, the output of urea decreased. However, due to the weak demand side, urea prices fluctuated downwards!
It is understood that in the futures market, the main settlement price of urea in Zhengshang Institute is 2,270 yuan/ton, which is 18 yuan/ton lower than the previous day, with a decrease of 0.79%!
From the spot market, the ex-factory price of major small particles in Henan, Anhui, Hubei and Shanxi dropped by 10~30 yuan/ton, among which the ex-factory price of small particles in Anhui was 2370~2390 yuan/ton! In Hubei market, Jingmen quoted 2320~2350 yuan/ton; Some factories in Shanxi offer 2260~2280 yuan/ton! The price of small particles in Yueyang, Hunan dropped by 20 yuan, 2500 yuan/ton!
Wheat prices are under pressure, and corn is terrible!
In the domestic grain market, at present, the price of wheat is under pressure, and the quotation of flour mills is still in a weak position, because at this stage, grain storage and underground storage have successively completed the storage plan! However, because the price of wheat is higher than that of corn, the demand for wheat feed is not smooth, and the surplus grain of grass-roots wheat is loose. Affected by the high temperature and humid environment, the grass-roots grain sales are strong, traders take advantage of the situation to leave the warehouse, and the flour in the flour mill arrives loosely. Due to the slow delivery of flour on the demand side, enterprises are in a high wait-and-see mood, quoting by car, and the quantity increases and the price decreases.
At present, the domestic mainstream wheat quotes sideways 1.54~ 1.57 yuan/kg. In the next 3~5 days, the flour mill will still have a weak performance. However, as students return to school at the end of the month, the terminal market will concentrate on stocking, and downstream traders will also have the mood of hoarding goods. Especially as the temperature drops, residents' enthusiasm for stocking flour will be stronger, and enterprises will start work.
However, in the medium and long term, because wheat has lost its feeding advantage, and the domestic grass-roots surplus grain is sufficient, the fundamentals of strong supply and weak demand in the market will continue, and the price of wheat will not rise above 1.6 yuan/kg.
In the corn market, the price of corn is terrible. The price has been falling recently! On the one hand, at present, in North China, Huanghuai and other places, spring corn has been listed one after another, and the circulation of corn in the market has increased. However, due to the high inventory of traders and the limitation of high temperature and precipitation, the risk of deterioration of old corn is high, and some traders ship corn conveniently, so the quantity of corn in the market is loose; On the other hand, the demand side is weak, feed enterprises just need less, and the substitution advantage of low-priced rice exists. However, due to the production capacity of breeding, the production capacity of feed enterprises has declined, and the enthusiasm for corn procurement is general, mainly based on inventory consumption! At present, deep processing enterprises have poor inventory products, great pressure to destock, insufficient operating rate of enterprises, low willingness to purchase corn, and inventory consumption are the main reasons!
Therefore, due to poor demand, the quantity of corn increased and the price continued to fall. At present, the price of corn in the northeast market is mainly sideways, while the price of corn in the Shandong market fluctuates downward, with some factories offering prices below 1.35 yuan/kg and most deep processing enterprises offering prices below 1.4 yuan/kg. The corn market is terrible, some factories quote lower than the cost of opening positions for traders, and the demand side lacks effectiveness. The risk of falling corn market still exists, which will also affect the opening price of new corn after harvest. Some organizations predict that the price of new corn scales will be around 1.3 yuan/kg this year!
Pig prices "counterattack" and prices rise!
In terms of pig market, the domestic pig market has entered the middle and late August, and the pig price has skyrocketed. As the two festivals are approaching, the time for students to return to school is short, and the mood of slaughter at the breeding end is weakened. The retail pig farms have higher profits and more profits, and the wait-and-see mood has increased. However, after large pig enterprises entered the middle and late August, they also had a certain wait-and-see mood. The supply of live pigs in the market has shrunk, and some pig enterprises have increased the phenomenon of premium slaughter.
At present, the national hog price is 2 1.52 yuan/kg, which is 0. 1 1 yuan higher than the previous day. Pig prices rebounded, and the north and south markets rose together. Among them, the price of pigs in low-priced areas and northeast China has rebounded to around 20.6 yuan/kg! However, the southern market, the high-priced area, the southwest market and the Sichuan-Chongqing market fluctuated weakly, with the Sichuan market hovering at 2 1.95 yuan/kg, the pig price in Jiangsu and Zhejiang provinces rising to 2 1.5 ~ 22. 1 yuan/kg, and the Guangdong in South China sideways at 23.5 yuan/kg. 18967.86888686666 16
Due to the gradual strengthening of market support, pig prices are still fluctuating. However, due to the limited support of the consumer market at this stage, the high temperature in the southern region continues, the consumption constraints are prominent, the downstream orders of slaughterhouses are insufficient, and the enthusiasm for raising prices is weak. It is estimated that the short-term increase of pig price is limited, and the price is stable and strong! However, due to the arrival of "Jin Jiu" month, the consumer market gradually recovered, supported by two favorable festivals. At the beginning of September, supported by multiple factors, pig prices may rise sharply in the short term. However, I personally think that the price of pigs is roughly sideways at 22~23 yuan/kg!
Wheat prices are under pressure, pig prices are "counterattacking", urea prices are beginning to fall, and corn is terrible! What's going on What do you think of this? The above is the author's personal opinion, and the pictures are from the Internet!