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Today is Wednesday, December 13On the 11th, the entire North China and Shandong region ushered in the general snowfall, according to the weather forecast, there will still be snowfall in the next three days, followed by a sharp drop in temperature, many bosses think that the entire North China and Shandong market has changed its offensive and defensive shape, but I want to say that the snowfall not only caused temporary logistics blockage, market purchase and sales stagnation, to a certain extent, strengthened the grassroots farmers' reluctance to sell mentality, after all, cooling means that the difficulty of storage is greatly reduced, but it also means that the amount of pressure is forced to move back, and is "frozen" ** How long it can last has become the topic of most concern to everyone!
This round of snowfall is absolutely timely for North China and Shandong, after all, this year's high and low temperatures have accelerated the shipment speed of the main body of grain at the grassroots level, this round of snowfall has made many grain holders see the hope of corn **, and even optimists think that corn is about to usher in a big rise, I just want to say that --- think more about the old iron, although the temporary "frozen" weak corn **, but the pressure of selling grain backward also means that the risk of moving back, before the Spring Festival selling pressure will be greater!
The snowfall will definitely cause the stage of ** higher, but don't forget that the logistics are blocked, there is a high probability that there will be a situation of no market, you must know that the current stage of the enterprise will not greatly raise the price of grain, one is that the inventory is enough, the other is the time, from the perspective of mentality, the buyer occupies the absolute pricing power before the Spring Festival! So the advice is still, seize every stage **, should be resolute, don't blindly chase high!
The impact of this round of snowfall in the Northeast is not small, the general problem is the same as North China, but the risk is greater, the reason is that the Northeast region has a lot of grain, and the machine harvest is also a lot, and the civilization in recent days has caused some grain sources to face the risk of mildew, so this round of snowfall is far greater than the good for the Northeast region, as for the official announcement that the storage in Heilongjiang reached 40 billion catties, the blow to the market is far greater than the support, the reason is very simple, which shows that the grain storage and grain depots around the country, Enterprises have been making acquisitions at low prices, and the willingness of the official to stimulate the market that everyone has been looking forward to has failed, not to mention Jilin, Liaoning, and Inner Mongolia provinces? It seems that the wheel entry before the year was completely disappointed!
As for the southern region, although good news appeared, such as pigs ** have a small **, the demand ushered in the peak period of pickling, but this is tantamount to reducing the demand for corn, if coupled with this month continue to have a large number of imported corn to Hong Kong, its ** advantage is more obvious, is bearish domestic corn**.
Combined with the market demand before the Spring Festival and the current situation of the market, the market is still facing serious pressure to sell grain before the Spring Festival, the trend of corn is still not optimistic, there will be a stage, but the big rise is almost no play, the recent more attention to weather changes and market purchase and sales, but it is expected that the festival effect around New Year's Day is still stimulating, and there is a foundation!
Now wheat enterprises, playing the routine is also perfect, in the previous article we said, the middle of the ** will be more ** situation, the stalemate stage between supply and demand will be more obvious, and this round of snowfall, for enterprises have good and bad, the advantage is conducive to the downstream flour shipment, and the disadvantage is that the confidence of the main body of grain began to strengthen, affected by snowfall market circulation grain source will decline rapidly, will directly stimulate milling enterprises to raise the purchase price of wheat, as for whether the snow will cause a new round of volume to see** After all, the temperature has dropped sharply, which will help the demand for flour in the north!
And into the second half of the year, enterprises will usher in the New Year's Day stocking cycle, which to a large extent restricts the "free play" of enterprises, the main body of grain will be more confident, or the old point of view, wheat before the Spring Festival market must be bullish, we believe that there are at least two waves, one is around New Year's Day, the other is around the Spring Festival, ** recovered to 1More than 55 yuan is not a difficult thing, and even if there is help, impact 16 yuan catty is possible! In the near future, we will continue to pay attention to the grain sales sentiment of the main body of grain and the demand of the downstream market, followed by the side to understand the procurement task of the grain depot!
However, whether it is wheat or corn, repeated ** are likely to come out of the new ** change, although there is an essential difference between the two, but before the official statement is not clear, no one dares to pack a ticket to say that there is definitely no chance of a big rise, in terms of wheat, in recent times, China is crazy to purchase international wheat, the main purpose is to stabilize the market that may go extreme after the year, and for corn, although it is a bumper harvest, but from the official announcement, there is still a certain gap! So although there are not many operational options before the year, maybe it will be a good choice after the year, so the boss with the conditions may wish to wait and see!
Note: The above analysis of the current corn and wheat market** represents a personal view only. It is for reference only, not as an investment basis, and different opinions are welcome to leave a message to discuss. Investment is risky,** caution required