【Reading guide】12 months gradually come to an end, in the pig and grain market, ** waves again, among them, the grain market, grain prices "reversed", the corn market turned around, some enterprises began to raise prices to collect grain, the grain storage plan also drove the market sentiment. In the wheat market, wheat prices are low and the market is deadlocked. In the pig market, pig prices have stopped falling, the market bullish sentiment has been strengthened, domestic pig prices and grain prices have seen the sun, and the support has gradually increased, so what happened to the market?Here comes the specific analysis!Corn
First, corn ** weak and stable strong!
Recently, the domestic corn spot ** frequently declined, the market subscription mentality gradually weakened, rumors, the Northeast region in the grain reserves or will increase the storage of 4.5 million tons, which further slowed down the panic mentality of local growers, the grassroots corn circulation gradually decreased, the scale of the Northeast port port declined, however, due to the domestic sales area market alternative grain source is more relaxed, the domestic trade corn procurement sentiment is weak, the domestic spot corn ** weak and stable, some enterprises in the production area slightly adjust the price of grain!
Among them, in the Northeast market, due to the corn ** fell below the psychological defense line of growers, the market subscription mentality weakened, the difficulty of purchasing low-price corn by merchants and drying tower enterprises increased sharply, superimposed, the local temperature was low, the storage of tide grain was not difficult, and the circulation of corn was limited, which also caused the arrival of enterprises to reduce the amount of goods, and some enterprises increased their demand for dips, and the spot corn was strong!
In terms of deep processing enterprises, Baicheng plum blossoms, Tongliao plum blossoms and Kailu Yuwang, corn prices rose by 20 yuan tons, and in the mainstream areas of Heijiliao, corn spot ** was 109~1.23 yuan catty, some enterprises in Inner Mongolia ** in 129 yuan jin;
In the North China market, the mentality of local farmers to give grain at low prices has weakened, the Northeast corn transfer is insufficient, the circulation of spot corn has gradually decreased, the inventory of enterprises is relatively safe, and the procurement is mainly based on demand
Among them, in Shandong, deep processing to the source of grain is only about 534 cars, the queue in front of the enterprise is reduced, in Shandong, the corn listed ** narrow range is strong, among them, Feicheng Fukuan price of 40 yuan tons, in Binzhou Ronghai, Linqing Golden Corn, Binzhou Xiangchi Jianyuan and Zouping Xiwang ***10 20 yuan tons, Shandong mainstream corn ** in 1236~1.345 yuan catty!
Second, wheat ** sideways adjustment!
In the wheat market, recently, the performance of milling enterprises has been difficult to improve, among them, the operating rate of small and medium-sized flour mills has dropped to 35About 4%, enterprises are facing multiple pressures, on the one hand, the downstream hoarding mentality is not high, the inventory accumulation pressure of milling enterprises is increasing, the phenomenon of passive price reduction and goods is increasing, and corporate profits are shrinking;On the other hand, the breeding industry is sluggish, corn is weakening, bran consumption is under pressure, feed enterprises lack enthusiasm for bran procurement, and the trend is also downward, and the profitability of by-products of milling enterprises is poor.
Affected by this factor, in the near future, milling enterprises are mainly based on inventory consumption, wheat inventory is relatively safe, the replenishment mentality is weak, and the bullish sentiment of the main body of grain is loosened, the year-end realization sentiment is stronger, the wheat market circulation is gradually increasing, superimposed, and the import of wheat into Hong Kong has increased, which also supplements the effective pressure of wheat, enterprises purchase on demand, and the price sentiment is strong, and recently, the average price of domestic wheat has fallen below 145 yuan catty, some enterprises hit the bottom 14 yuan catty!
However, with the decline of wheat, the arrival of low-price grain sources of milling enterprises has also been greatly reduced, the difficulty of enterprise procurement has increased, and the enthusiasm of merchants to subscribe has weakened.
Judging from the spot performance of the market, the domestic wheat ** maintained a weak and stable situation, among which, the price of Zaozhuang developed flour rose by 40 yuan tons, and the execution price was 145 yuan catty, the price of Daimyo Wudeli is 20 yuan ton, and the execution price is 145 yuan jin;The price of Xianyang Wudeli is 10 yuan, and the execution price is 147 yuan jin;The price of Linyi Youth Aid is 10 yuan, and the execution price is 1435 yuan jin;The price of Weinan good noodles is 10 yuan, and the execution price is 1465 yuan catty. In Shandong, Hebei and Henan, the mainstream wheat is running steadily, among them, in Shandong, wheat is sideways 14~1.52 yuan catty.
Third, pig prices stabilized sideways, and the bullish mentality of the market became stronger!
In the pig market, recently, pig prices showed a trend of rising and falling, two days ago, after the winter solstice, the market for consumption bullish sentiment loosened, the breeding end of the slaughter sentiment increased sharply, pig prices fell under pressure, however, because the southern pickled meat is still continuing, pig prices ** space is limited. With the change of market mentality, the price mentality of group pig enterprises has become stronger, and pig prices are expected to increase sharply
From the analysis of institutional data, at present, the price of foreign ternary pigs is sideways 1421 yuan kg, the domestic market showed a narrow trend, and the mainstream stabilized at 128~15.7 yuan kg, the pig price in the East China market is still in the national ** return, Jiangsu and Zhejiang markets ** at 155~15.7 yuan, while in the southwest pickled area, the Sichuan-Chongqing market ** at 14 1425 yuan, in the Heijiliao area, the mainstream ** hovers at 136~13.8 yuan kg!
At present, the price of pigs has stagnated, and it is running steadily!Judging from market feedback, at present, consumer demand continues to be cashed, in the southern region, the enthusiasm for pickling is still high, and the operating rate of domestic slaughtering enterprises has further rebounded, and the operating rate of sample slaughtering enterprises has reached 40More than 7%, and in terms of live pigs, pig farms are relatively positive in terms of price recognition, and large pigs are more concentrated, but the phenomenon of group pig enterprises increasing prices has increased, and the sentiment of standard pigs has increased!Therefore, under the long and short game, the pig price shows a weak and stable trend!
However, with the rise of the sentiment of large factories, the breeding end of the first pig farm to recognize the price of slaughter or will weaken, the social pig source circulation or will be reduced, and pork consumption just needs to exist, the average daily slaughter volume of the slaughterhouse is at a high level!Superimposed, approaching New Year's Day, the downstream market has a certain demand for stocking, it is expected that under the guidance of sentiment, pig prices or will maintain a narrow range of ** trend, however, pig prices ** do not have sustainability, after a short period of strength, by the consumer demand falls, the breeding end of the slaughter counterattack, ** or will turn down again!
Food prices "reversed"?After the price adjustment on December 26, pig prices, corn, and wheat **!See the sun in the clouds!What do you think about this?The above is the author's personal opinion, **from the Internet!