It's weird, the corn market is weird.
What's the blame?In the opinion of Lao Liang,There are three "weird" things in this year's corn market:
The first blame, after the harvest is rapid**.
This year's corn can be said to have gone out of the two extremes before and after the harvest.
Before the corn harvest, the ** was very energetic, and it almost rushed to 16 yuan catty, corn 15 yuan is already a rare high position, let alone 16 yuan, can the market sentiment not be moved?
So,Before the corn harvest, the bullish voice in the market is strong.
But after the harvest, it immediately changed its face, and it became a completely different look. Not to mention the direct opening of the enterprise, it has fallen again and again, making the opening scale of corn this year significantly lower than that of previous years.
It really confirms the market's sayingIt rose fiercely and fell fiercely.
This fall is obviously panicked in the market, but everyone also thinks that it is the first stage of corn concentration, but what happened next is beyond the imagination of the market.
The second blame, Northeast corn has been falling endlessly.
The rise and fall of corn in Shandong has always been based on the amount of corn, so it is not surprising that the rise and fall are not surprising, but the Northeast corn behaved a little abnormally this time.
For example, let's say that this time the sky has changed, if the Northeast corn fell before because the weather is still warm, and the tide grain is not easy to store, so the amount continues to increase, butAfter the change of day, the temperature plummeted, and the blizzard suddenly came, blocking traffic, but it failed to stop the ** of Northeast corn.
Up to now, Northeast corn has been falling for almost a month, and it seems that there is no intention to stop.
The third blame is that it is still falling, and suddenly "rising" everywhere.
Northeast corn is still in the first place, and most of the enterprises in Shandong are still in the first place, but the recent corn market "bullish voice" has been up and down, becoming more and more intense, it seems that the rise in corn is about to come out.
The reason why there is a sudden "boom" is related to several things:
First, although most of Shandong is still in the first place, there have been sporadic enterprises that have begun to raise the first grade.
Although the magnitude and scope of the increase are very small, for the current corn market, as long as it is red, it is good news.
And the rally is not short-lived, it is still continuing, which also gives some comfort to market sentiment.
The second is Beigang ***.
After Beigang ** fell below 2400 yuan tons, the impact on the market was quite large, of course, the impact was mainly on sentiment, especially in the northeast, the selling pressure was large, and the bearish sentiment was stronger.
However, recently, Beigang has returned to the 2400 yuan mark, which can't help but make the market reverie.
The third is the opening and harvesting of multiple storage points of grain storage.
Before, the "Zhongzihao" took the lead in lowering the price, which really shocked the market, but in the current situation, the only thing that can be paid attention to is the operation of the "Zhongzihao".
So,This time, a number of grain storage points in China have opened for harvest, which has also given some positive signals to market sentiment.
In addition, the time for corn to fall is indeed long enough, and the amplitude of ** is indeed fierce enough, and it will be bottomless if it falls again.
MoreoverNew Year's Day and Spring Festival have been put on the agenda, and the market has begun to pay attention to the stocking needs of enterprisesSo it went back and forth, and corn began to be "bullish" again.
SoIs corn really going to rise?
Lao Liang thinks,It also depends on market sentiment.
From the perspective of supply and demand alone, the supply and demand of corn have basically changed little, and the first business, drying tower and even feed companies are waiting and seeingThe release of corn selling pressure is not strong, and the situation of strong supply and weak demand has not changed.
But emotions are importantOnce the mood of the main body of the grain harvest changes, thinking that the corn is to the end, and begins to shoot, the situation will change.
So this is also one of the most important conditions for this wave of "bullishness".
But the big rise must be a thought, andEven if it is not continuous, it will be more ups and downsThis is also a distinctive feature of this year's corn.
So, let's see how the market sentiment plays out.
I am an old grain, focusing on analyzing the trend of food prices, welcome to pay attention.