[Uncle Rui's opening focus].
At the beginning, Uncle Rui still wants to bring you the latest agricultural trends according to the usual practice;
Today, I still want to focus on the latest developments of the soybean market in Northeast China, and now our corn in the Northeast has begun to stop falling, and the market is in a bullish atmosphere, but the soybean level is still not very optimistic.
In the current situation, the market is also constantly transmitting the latest developments in soybean grain subsidies and food prices, let's pay attention to it together.
First, soybean grain prices are getting lower and lower, and the support of national reserves is limited;
Soybean grain prices are currently relying on policy support, if you rely solely on marketization, ** may be lower than now, but now it is also bad news.
1. The support for the acquisition of the State Reserve is weak, and the announcement of the full capacity of the warehouse is constantly issued. On December 22, the Mudanjiang direct warehouse of China Grain Storage issued an acquisition announcement, but on the day of the release, it was randomly released that the current queue of vehicles has reached the number of acquisition plans, that is, enough.
2. At the same time, at the level of grass-roots enterprises, in recent days, Xiangyu enterprises have continued to drop prices, and the cumulative range of ** has reached about 2-6 points, and the overall ** range is still relatively large.
Second, the soybean grain supplement has sent a signal, and there will be new changes in the soybean grain supplement next year;
Recently, in the meeting related to rural work, the tone for grain and oil production in 2024 was set, and it was clearly proposed to "stabilize rations, corn, and soybeans, continue to expand the area of rapeseed, and improve crop yields".
In fact, this is equivalent to setting a general goal for soybean grain supplements, reflecting the intentions of two levels;
1. Soybean subsidies will still be there, in the tone of grain and oil production, it is mentioned that soybeans should be stabilized, which means that the results of soybean expansion should be consolidated and not declined, which means that soybean subsidies will still be implemented, and the enthusiasm for planting soybeans will be enhanced through storage + subsidies.
2. The soybean subsidy may not be higher than this year, but in the keynote, it only mentions stabilizing soybeans, rather than expanding the soybean oil area like in 2023.
Finally, on the whole, the support for soybeans next year is still higher than that of corn, whether it is from subsidies or from food prices, so we can consider planting soybeans if we have a stubble situation.