In the grain market, wheat is stagnant, but the price of corn is "soaring". In just one week, the price of corn listed by enterprises in Shandong Province rose by nearly 1 10 yuan/ton, and some factories quoted 1.655 yuan/kg. The price difference between wheat and corn is narrowing, and the possibility of feeding wheat is gradually increasing!
So what happened in the market? The specific analysis is coming!
1. Wheat prices were sorted sideways, and the quotations of mainstream enterprises stabilized 1.62~ 1.67 yuan/kg!
Recently, the domestic wheat market price has been arranged sideways, and the market supply and marketing are in a downturn. On the one hand, the circulation of wheat market is insufficient, the stock at the grass-roots level is reduced, and traders are limited by cost factors, so their enthusiasm for leaving the warehouse is not high.
Superposition, this round of cold wave weather, the difficulty of logistics and transportation increased sharply, and the purchase and sale of grassroots units almost stagnated. However, the persistent impact of the mask problem is that there are not many vehicles waiting in line in front of the factory, so it is difficult for enterprises to get the quantity, and inventory consumption is the main factor;
On the other hand, the demand cycle of flour in the terminal market moved forward, and the problem of masks continued to ferment, and many residents bought flour in advance. However, with the change of residents' living habits, flour consumption needs a cycle, and the delivery performance of flour in the downstream market is slow. In some areas, due to the mask problem, the demand for catering and collectivization declined, students left school, the construction industry stopped working, the flour delivery of dealers was not smooth, the operating rate of flour enterprises was low, and the enthusiasm for raising prices and replenishing grain sources weakened!
Therefore, limited by the shrinking supply of wheat in the phased market, the operating rate of enterprises is low, the purchase and sale of wheat are booming, and the price is sideways! At present, in the domestic market, the quotations of flour enterprises are stable and small. Among them, Shandong Heze Huarui, Shanxian Feixiang, Henan Keming Starch, Suiping Wudeli, the price increase range of enterprises is 4~ 10 yuan/ton, while the domestic mainstream flour milling enterprises, the listed price of wheat is about 1.62~ 1.67 yuan/kg!
Second, the focus of corn prices has been raised. The price in Shandong increased by nearly 1 10 yuan/ton in a week!
The influence of this round of cold wave weather in China is still fermenting. Due to the large-scale rain and snow weather in Northeast China, North China and Huanghuai areas, grass-roots farmers' grain sales are stagnant, and the social non-point source grain circulation is insufficient. However, traders control shipments, and due to the impact of precipitation, the pressure on enterprises to increase their volume is increasing. At present, China's main grain feed mills and deep processing stocks are maintained at a low level, and the operation of raising prices and ensuring quantity by enterprises has increased sharply. Domestic spot corn prices have been "crazy", and local quotations in Shandong Province have soared by 6.
At present, due to the late and overlapping harvest of autumn corn in Northeast China, the cost of corn planting has risen, and the grass-roots are reluctant to sell new season corn, and the pace of new grain listing is slow, which makes it difficult to store wet grain in the market for a long time. Traders and drying tower enterprises are cautious in purchasing, and the inventory of grain enterprises continues to be consumed, and the purchasing mood of high-quality dry food has increased sharply. In Northeast China, the spot corn price fluctuates strongly, especially the high-priced replenishment of COFCO, which also supports the corn market in Northeast China.
Among them, the price of Suihua Haotian dry food in Northeast China rose by 20 yuan, and the execution price was 1.35 yuan/kg; The price of fuel ethanol in Jilin is raised to 20 yuan, and the implementation price is 1.38 yuan/kg; The price of Jilin Plum Blossom is increased by 30 yuan, and the execution price is 1.395 yuan/kg; Tieling SDIC raises the price of 50 yuan, and the execution price is 1.4 1 yuan/kg.
In North China and Huanghuai areas, affected by this round of cold wave weather, the pressure on local grain enterprises has further increased. The problem of masks restricts the purchase and sale of corn, and it is difficult for factories to collect grain, forcing enterprises to raise prices substantially, and the spot market of corn has risen significantly!
Among them, the price of Mengzhou Huaxing rose by 20 yuan/ton, and the execution price was 1.525 yuan/kg; The price of Hou Yuan in Mengzhou rose by 40 yuan, and the execution price was 1.52 yuan/kg; Guangyu Starch's quotation rose by 20 yuan, and the execution price was 1.5 1 yuan/kg.
In Shandong province, because only 1 19 cars arrived at the factory in front of the factory, the factory was short of goods, some enterprises were in a hurry, and the operation of raising prices and collecting grain continued!
In Shandong Province, the quotation of deep processing enterprises has almost risen in an all-round way, with an increase of 20~80 yuan/ton. The quotation of deep processing enterprises remained at 1.462 ~ 1.655 yuan/kg, and the average price of corn in Shandong increased by 1.53 yuan/kg. In the last week, the average price of corn in Shandong has increased by 108 yuan/ton.
Third, the price of live pigs has stopped falling and rebounded, and the market bullish sentiment has warmed up!
In the domestic hog market, since June 165438+ 10, the average domestic hog price has dropped by 16. 1%, and the average hog price has fallen below 22 yuan/kg, with a minimum of 2 1.83 yuan/kg! However, with the sharp decline in pig prices in stages, the market price sentiment is heating up day by day, the bullish sentiment of retail pig farms is getting stronger and stronger, and some secondary fattening prices are rising, making it more and more difficult for slaughterhouses to collect pigs. With the influence of this cold weather, it is more difficult to buy and sell live pigs, and the demand for pork in the downstream market is gradually improving. Market bullish sentiment is heating up one after another, and pig prices are "thundering up"!
According to the quotation of slaughter enterprises, on June 29th 165438+, the average price of domestic lean pigs rose by 0. 15 yuan, and the quotation of slaughter enterprises soared by 2 1.98 yuan/kg. The price of pigs fluctuated strongly, and the domestic market rose significantly. Pig prices rebounded, and pig prices in most parts of the north and south fluctuated and rose!
Among them, the traditional low-price area, the northeast market, the pig price has risen to 2 1.8 yuan/kg, while in the high-price area, the current Sichuan-Chongqing market is 22.25~22.5 yuan, the Jiangsu-Zhejiang region is 22.9 yuan/kg, and the Guangdong region is 22.5 yuan/kg!
The logic of this round of pig price increase lies in the increasingly prominent performance of market sentiment. Stimulated by the cold wave weather, the purchase and sale of pigs are not smooth, the downstream demand improves, and the order volume of slaughterhouses increases. However, it is getting harder and harder to collect pigs, the market expectation is increasing, and the pig price is rising against the trend!
Personally, after the current cold wave, the benefits of bacon in the southern region will be gradually realized, the demand for pork will gradually increase, and the sentiment of bullish reluctance to sell at the breeding end will be increasingly fermented. Personally, I think that the pig price will reach the stage high point before 65438+February in mid-June, but it is difficult for the market to break through the "previous high point" and the pig price will be sideways around 24 yuan/Jin. However, due to the impact of domestic meat prices, the favorable expectations of southern bacon may be insufficient, but the farming side is worried about the market outlook, and the phenomenon of selling on rallies may be highlighted. Therefore, after a short-term rise in pig prices, there is still a risk of further decline in the market. In the middle and late June of 65438+February, the trend of pig price is still not optimistic!
Warning! 165438+1October 29, the price of pigs "thundered", the price of wheat stagnated, and the price of corn "soared"! What do you think of this? The above content is for reference only, the picture comes from the network!