Zhongshitong is called for a thousand times!At the end of the purchase of soybean state reserves, the state reserves are about to enter the market to take over
The State Reserve has finally been shipped, and the provincial reserve soybean purchase operation has been officially launched.
As the State Reserve buyout nears its end, market participants are closely watching the new round of acquisitions. In the expectation of many market participants, the good news finally came: provincial soybean reserves began to enter the purchase link!Jilin Fuyu Grain Reserve Station has launched a provincial reserve soybean purchase plan, with a planned purchase quantity of 7,000 tons. These soybean procurement requirements are new grains in the province harvested in the fall of 2023, and the procurement quality standard is 2 or above, and liquid grain sieve 4Above level 5, the moisture is controlled at 13The purchase ** is 5080 yuan tons, about 254 yuan catty. From the point of view of acquisition, the level of regulation and control of soybean support this year is basically 2About 5 yuan.
It is worth noting that the performance of the domestic soybean market is relatively sluggish, and the status quo of oversupply is difficult to change. Although farmers are still reluctant to sell, there are still less than two months before the Spring Festival, and some farmers who need to repay their loans have begun to strengthen their willingness to ** soybeans. Weak growth in final demand, coupled with the abundance and low cost of alternatives, has further impacted the consumption of soybean products.
However, in the case that most of the national grain reserves are idle or full, the provincial grain reserves have taken over the heavy responsibility and continue to ease the current pressure on grain sales in the market. However, for soybeans**, it is still recommended not to wait too blindly for political factors to significantly increase the soybean market**. Next, we need to pay attention to the procurement of provincial grain reserves in other regions, as well as the recovery of downstream demand for soybeans after low temperatures and snowfall.
Analyze market dynamics and influencing factors.
In this year's soybean market, domestic soybeans continue to be in short supply, and the market performance is relatively sluggish. At the same time, the market is full of farmers' reluctance to sell, but with less than two months to go before the Spring Festival, the willingness of farmers who need to repay their loans to sell grain has begun to increase. However, the consumption of soy products was further affected by the modest increase in final demand and the sluggishness of alternative products**.
In addition to the contradiction between supply and demand, the impact of the suspension of the purchase and storage of national grain reserves has also brought certain pressure to the market. However, the purchase of provincial grain reserves into the market will help ease the pressure on the grain and oil sales market and continue to stabilize the market**. It is worth mentioning that although the acquisition work is progressing smoothly, the market is not optimistic about the soybean policy expectations, so we should not be too optimistic.
In addition, the current rain and snow weather in many places in North China has begun a new round of tests, resulting in difficulty in recruiting wagons for transportation capacity. This also further strengthened the wait-and-see mentality of the first merchants and soybean enterprises in the southern market, and the enthusiasm for procurement was not high, and the main focus was on digesting inventory. Under the influence of rain and snow, we need to pay close attention to the recovery of soybean market capacity.
Summary. Analyzing the dynamics of the soybean market, the author believes that the current national soybean market is still facing the problem of oversupply, and the market performance is relatively sluggish. Although farmers are still reluctant to sell, as the Spring Festival approaches, some farmers who need to repay their loans have begun to increase their willingness to sell beans. In addition, the growth of final demand is not obvious, coupled with the large number of substitutes and low **, which further affects the consumption of soy products.
In the case of the suspension of the state reserve, the entry of the provincial reserve purchase into the market is conducive to alleviating the pressure of grain sales in the market and further stabilizing the market**. However, it is necessary to maintain rational judgment and not to blindly expect political factors to greatly increase the soybean market. It is necessary to pay close attention to the purchase of provincial reserves in other regions and the recovery of downstream demand for soybeans after low temperature rain and snow.
Finally, I believe that in the soybean market, we should pay attention to the balance between supply and demand, strengthen market supervision, and minimize the risk of soybean volatility. At the same time, it is necessary to continue to promote agricultural modernization and increase the scientific and technological content and output of soybean planting so as to meet market demand and ensure farmers' income and market stability.