Corn ** rises and falls!The market has a big event again, and corn pressure has soared
Since December, the crops have been in disarray.
* Confused?It is embodied in the following two points:
First, the market is chaotic.
The recent corn ** is proof of this.
For example, the decline in the Northeast was not large, and now there is a big wave of cooling, then, the housing prices in the Northeast may stop**.
However, their share price did not stop, but continued**.
Shandong is also in chaos.
First of all, **all** fell to 13 yuan kg, causing a panic. But at this moment, **suddenly started**, within a day, for several consecutive trading days, all in**.
The second is psychological confusion.
After this wave of operations, the whole city is in chaos.
There are **, there are **, there are **, there are **.
How much is the ** of corn?
It's incomprehensible.
The confusion is only scratching the surface, though, and everything makes sense.
For example, why did Shandong fall sharply?
We have previously conducted an in-depth analysis of Shandong ***, and there are two reasons for this:
First, due to the arrival of grain in the Northeast and the pessimistic psychology, the desire to ship has increased, and the amount of grain has increased rapidly.
And Shandong's corn, because of the increase in production, has led to a decline in production, which is inevitable.
The second is the company's stock price.
Although corn has returned to the feed market, under the strength of the second brother, most feed companies are waiting, so corn can only become a deep treatment.
But in the past two years, the ** of corn has been **, and the added value of corn has been squeezed, and now with this opportunity, it is natural to suppress **.
Why did it suddenly skyrocket?
Compared with the northeast region, the impact on the popularity of corn in Shandong is more significant.
In the beginning, they fight fiercely, like a crossbow arrow, but after a while, they lose their power.
In a large area of Shandong, due to the sharp decline in grain, grain holders have pulled their grids, coupled with the blockage of grain imports in Northeast China, the amount of grain has declined.
And at this time, under the expectation of a new wave of changes, Shandong has changed again.
So, why is the corn in the Northeast still falling?
The biggest reason is that the selling pressure is too high, but export sales are blocked, and local demand cannot keep up at all.
Originally, when there was a price difference, some grain from the Northeast could still enter the country, but now Shandong's grain ** has fallen to the bottom, and there is no profit, how can anyone buy grain?
It would be tantamount to taking one of his feet off.
At the same time, he also had a problem with his other foot.
Recently, there have been some "big events" about the import of corn in China, although it has not attracted much attention, but the new agricultural concept believes that this is a major message for the entire corn market.
It was recently reported that more than 200,000 tonnes of Brazilian corn that was intended to be exported to China have been diverted to production due to non-compliance with the agreement. In other words, they don't want their own corn anymore.
But the question is, why give up?
In general, there are only two reasons:
First, the demand of the market is very small, and second, the demand is relatively low.
There are both possibilities.
First, because the demand for corn in the market is too small, whether it is a deep processing enterprise or a breeding enterprise, the willingness to buy is not high.
In addition, we found that although Brazilian corn is more cost-effective, recent Ukrainian corn *** has made it more cost-effective, a fact that can be confirmed by our recent large-scale purchases of Ukrainian corn.
Moreover, since December, there has been a large number of corn shipped from the south, which occupies an absolute advantage in the first place, so these corn from the north have to be reduced in price.
This is not good news for corn, and while rain and snow will freeze corn to some extent, both major exports are blocked, so the selling pressure in the market will become stronger in the coming months.
So, will the next step be a greater danger for corn?Will it be ** again?Hello everyone, everyone is looking at new agriculture, we will come back tomorrow.
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