It's not easy to be original, like, follow and share, oh, it's forbidden without permission**!
Today is Thursday, December 21Yesterday, the increase in the arrival of Shandong was not large, but the depth of the first was also continuing, and the trend of the Northeast region was "a thousand miles", which once again verified the phrase "the bear market does not speak for itself". Judging from the current state, the Northeast is still not in the end, and even directly depresses the ** in Shandong and North China, what is even more terrifying is that the mentality of the main body of grain at the grassroots level has completely collapsed, and forced shipments have become the first option, and affected by this, yesterday's wheat ** also appeared in a wide range of **, and some enterprises have fallen to 1The "warning line" of 45 yuan, in the face of such a pessimistic market, can the official still hold back and not take action?
I remember the article a few days ago that the corn is what the official wants to see, after all, it is inevitable to pay the price if you want to beat the corn back to a reasonable range, and this year's bumper yield is a good opportunity, and a bumper harvest is a market norm in itself. So the view remains the same, before the Spring Festival official probability will not shoot, with the current situation, **still to continue**, as for the grain depot that is being rotated into the place, the speed of the ** is not inferior to the enterprise, and even some of the "Chinese word" enterprises are taking the lead**, in the short term, the corn market is in a situation of being smashed, and there is no hope of **!
This period before the Spring Festival, it must belong to the buyer's market, although at this stage, with the sharp fall of the first part of the main body of grain has the idea of hard carrying, but what I want to say is that the real risk is to enter January 2024, when the degree of *** is expected to be more scary, so for grassroots farmers, it is best to find a time to run if you do not plan to carry it after the year, for the old iron who wants to stick to the new year, it is recommended to reduce expectations, and pay attention to the storage environment!
Yesterday, there were many private messages from the bosses, saying that they had received internal news that corn was going to rise, and asked me if it was true, first of all, I didn't hear any "inside news" about corn going up, and secondly, with the current market conditions, where is the support point for supportingYesterday, the market has fallen below 2400 points, although downstream enterprises have the demand for holiday stocking, but as long as the enterprise has not been fully launched, it is difficult to have a large-scale recovery!
The pressure on corn is now mainly composed of four points, one is the first sufficient caused by the bumper harvest, and the demand side has not picked up for a long time, the second is that the first business can not see hope, this year dare not do the inventory war, the third is that the policy support is not enough, and finally the import of grain has obvious advantages, and the suppression effect cannot be ignored!I don't know from which point the so-called inside information is supporting the corn **!
Summary: Before the end of the month, corn is likely to be weak, and the enthusiasm of grassroots farmers to sell grain will not change greatly, and merchants will not choose this stage for large-scale concentration, so corn is destined to lie on the "bottom" in the short termAs for before the Spring Festival, the stocking of enterprises and the recovery of downstream demand, the help of policies will have a certain pulling effect, but there will still be no big increase, the reason is that grassroots farmers are urgent to sell grain!If the proportion of shipments before the year reaches 5 percent, then there is a high probability that there will be a wave of new corn after the year, so as an intermediate link, the first business should remember to shoot when it is time to shoot!
Yesterday's large-scale wheat ** caused the collapse of the mentality of many grain-holding subjects, coupled with the collapse of corn**, which further hit the grain-holding body, and many bosses began to choose **wheat, so as to switch to the corn market, the reason is very simple, in terms of the current ** comparison of wheat and corn, it is obvious that corn is more profitable, but I want to say that the amount of wheat after the snow is expected, and the stage ** The market oversupply caused by easing, but this situation will soon be alleviated, after all, there is still more than half a year before the new wheat is listed, and there must be a gap in the ** of wheat!
Summary: At this stage, it is a game that is about to come out of the situation, it depends on the supply and demand sides who admits defeat first, in view of the current situation, it is normal for the main body to panic, but it is still the old point of view, whether it is from the policy, supply and demand, holiday stimulus, construction costs, market surplus grain and other perspectives, wheat ** before the Spring Festival has an obvious ** cycle!For the year before, our view is simple, there is a high probability that there will be a wave of wheat around New Year's Day, back to 15 yuan is not difficult, and the wheat around the Spring Festival will be ** to 155 yuan or so, and even has an impact of 16 yuan catty possibility!
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 is required