Introduction Time flies so fast, and November is entering the end of the month. In the domestic agricultural product market, the price warning for pigs, corn, and wheat has been upgraded. Among them, the price of pigs has "risen like thunder", and the market has stopped falling continuously, with the average price Pick up slowly.

In the grain market, wheat is stagnant, but corn prices have gone up like crazy. The corn quotations of enterprises in Shandong have increased by nearly 110 yuan/ton in just one week, and some factories have quoted prices reaching 1.655 yuan/ton. Jin, the price difference between wheat and corn continues to narrow, and the possibility of wheat feeding is gradually increasing!

So, what happened in the market? Here comes the detailed analysis!

1. Wheat prices are trading sideways, with quotes from mainstream companies stabilizing at 1.62~1.67 yuan/jin!

Recently, domestic wheat market prices have been trading sideways, and market supply and sales have been sluggish. On the one hand, the wheat market has insufficient circulation, and grass-roots stocks have been decreasing. Traders are limited by cost factors and are not very motivated to ship out warehouses. .

Superimposed, the impact of this round of cold wave weather has sharply increased the difficulty of logistics and transportation, and grassroots purchasing and sales have almost stagnated. As well as the continued impact of the mask issue, there are not many vehicles queuing in front of the factory, and it is difficult for companies to increase their inventory. Mainly consumption;

On the other hand, the demand cycle for flour in the terminal market has moved forward. Due to the continued fermentation of the mask issue, many residents purchased flour in advance. As residents’ living habits change, flour consumption needs cycles, and downstream Flour shipments in the market are slow. In some areas, affected by the mask issue, demand for catering and grouping has declined. Students have left school and the construction industry has been suspended. Distributors have had poor flour shipments. The operating rate of noodle companies has been sluggish. Prices have increased to replenish grain stocks. Source's enthusiasm weakens!

Therefore, due to the periodic market shrinkage in wheat supply and the low operating rate of enterprises, wheat purchases and sales are both low, and prices mainly fluctuate sideways! At present, in the domestic market, the quotations of flour milling companies are stable and fluctuate slightly. Among them, Shandong Heze Huarui and Shanxian Feixiang, Henan Keming Starch and Suiping Wudeli have increased their prices by 4 to 10 yuan/ton. Domestic mainstream milling companies , the wheat quotation is trading sideways at around 1.62~1.67 yuan/jin!

2. Corn prices have increased, with prices in Shandong rising by nearly 110 yuan/ton in one week!

The impact of this round of cold wave weather in China continues to ferment. Affected by widespread rain and snow in the Northeast, North China, and Huanghuai regions, grain sales by grassroots farmers have stagnated, and the circulation of social grain sources is insufficient, while trade Affected by precipitation, companies are under increasing pressure to increase volume. However, at this stage, feed mills and deep-processing inventories, the main domestic grain consumers, remain at low levels. Companies are increasing prices to ensure volume, and domestic spot corn prices are rising like crazy. ", the local quotation in Shandong soared to 1.655 yuan/jin!

At present, in the Northeast region, due to the late harvest of autumn corn and superposition, the cost of corn planting has risen. The grassroots are reluctant to sell new season corn. The pace of new grains is slow to come on the market. It is difficult to store the tide grains for a long time in the market. Trade Merchants and drying tower companies have cautious purchasing sentiments. Grain-consuming companies continue to deplete their inventories. Price increases for high-quality dry grains have sharply increased purchasing sentiments. In the Northeast, spot corn prices have been relatively volatile. In particular, China Grain Reserves has replenished stocks at high prices, which has also supported the Northeast market. With the corn market rebounding, quotations from mainstream companies have gradually climbed to 1.35~1.4 yuan/jin!

Among them, in the Northeast region, the price of Suihua Haotian dry food increased by 20 yuan, with an execution price of 1.35 yuan/jin; the price of fuel ethanol in Jilin increased by 20 yuan, with an execution price of 1.38 yuan/jin; the price of Jilin plum blossoms increased by 30 yuan, The execution price is 1.395 yuan/jin; Tieling State Investment increased the price by 50 yuan, and the execution price is 1.41 yuan/jin

In North China and the Huanghuai region, affected by this round of cold wave weather, local grain companies are under pressure to increase production Further increasing and superimposing the restrictions on the purchase and sale of corn due to the mask issue, the difficulty for factories to successfully harvest grain has increased sharply, companies have been forced to increase prices significantly, and the spot market for corn has increased significantly!

Among them, the quotation of Mengzhou Huaxing increased by 20 yuan/ton, with an execution price of 1.525 yuan/jin; the quotation of Mengzhou Houyuan increased by 40 yuan, with an execution price of 1.52 yuan/jin; the quotation of Guangyu starch increased by 20 yuan. , the execution price is 1.51 yuan/jin.

In Shandong, as there were only 119 vehicles arriving in front of the factory, there was insufficient goods arriving at the factory, and some companies were in urgent need of inventory, and they continued to raise prices to collect grain!

In Shandong, the quotations of deep processing enterprises have almost increased across the board, with an increase of 20 to 80 yuan/ton. The quotations of deep processing enterprises have remained at 1.462 to 1.655 yuan/jin. The average corn price in Shandong is 1.53 yuan/jin. Recently, Over the past week, the average price of corn in Shandong has increased by 108 yuan/ton, and the center of corn prices has increased significantly. In some areas, corn and wheat prices have been inverted!

3. The price of live pigs has stopped falling and increased, and the market’s bullish sentiment has increased!

In the domestic pig market, since November, the average price of domestic pigs has fallen by 16.1% cumulatively, with the average price of pigs falling below 22 yuan/kg, and as low as 21.83 yuan/kg! However, as the price of pigs has fallen sharply in stages, the market's price support sentiment has become increasingly warming. Retail pig farms are reluctant to sell and their bullish sentiment has become stronger. Some secondary fattening pigs have a rising price support sentiment. It is increasingly difficult for slaughterhouses to collect pigs. With this round of cold wave, Affected by the weather, the difficulty of purchasing and selling live pigs has further increased, and the demand for pork in the downstream market has gradually improved. The bullish sentiment in the market has gradually increased, and pig prices have shown a "thunder rise"!

According to quotations from slaughterhouses, on November 29, the average price of domestic lean pigs increased by 0.15 yuan, and the quotations from slaughterhouses shot up to 21.98 yuan/kg. The fluctuation in pig prices was relatively strong, and the domestic market had a significant increase. The increase in pig prices has led to a counterattack. In most areas of the north and south, pig prices have fluctuated and risen!

Among them, in the traditional low-price area, the Northeast market, the price of pigs has gradually risen to 21.8 yuan/kg. In high-price areas, currently, the Sichuan and Chongqing markets are trading sideways at 22.25~22.5 yuan, and the price of pigs in Jiangsu and Zhejiang has soared. 22.9 yuan/kg, while in Guangdong and Guangxi, the market in Guangdong soared to 22.5 yuan/kg!

The key to the logic of this round of rising pig prices is that the bullish market sentiment has become increasingly prominent. Stimulated by the cold wave weather, the purchase and sale of live pigs has been sluggish, downstream demand has improved, and orders for slaughterhouses have increased. However, pig harvesting has The difficulty is increasing day by day, market rising expectations are increasing, and pig prices are rising against the trend!

Personally, I believe that after the current cold wave, the benefits of preserved meat in the southern region will gradually be realized, the demand for pork will gradually increase, and the bullish and reluctant selling sentiment on the breeding side will become increasingly fermented. The price of pigs may rise significantly in the short term. Personally It is believed that the price of pigs may reach a periodic high before mid-December. However, the market will be difficult to rise above the "previous high" and the price of pigs may trade sideways around 24 yuan/kg. However, due to the high domestic meat prices The current situation still persists. Expectations for good pickling in southern China may not be enough, and the breeding side is more worried about the market outlook, and the phenomenon of high prices may become more prominent. Therefore, after the short-term rise in pig prices, the market still risks further decline. In mid-to-late December, the trend of pig prices is still not optimistic!

Early warning! On November 29, the price of pigs rose "thunderingly", wheat prices stagnated, and corn prices "rised like crazy"! What do you think of this? The above content is for reference only, the pictures are from the Internet!