Recently, the rise and fall of corn is not determined by enterprises or businessmen, but depends on the rhythm of grain sales by farmers. The snowfall in the Northeast will also start a round of devouring mode, and companies have begun to fall, and the official has also announced the rotation. Although many analysts have advised farmers to unite and not sell grain, this is not realistic, and many grassroots farmers will usher in a wave of shipments. However, even if the weather conditions are good, farmers are advised to choose the right time to ship, as this is tantamount to "temporarily blocking the risk of the levee bursting" and does not solve the underlying problem. If corn is sharply affected, then the mentality of selling down and not buying up is bound to appear, leading to catastrophic consequences. Therefore, for the best businessmen, the suggestion at this stage is to quickly clear the supply of goods in their hands, once there is a large-scale decline, it is a new round of time. This year's corn is destined to run in multiple bands, and the profit is still very considerable. However, the plan to purchase 300,000 tons of grain per week in the near future should not be too high. Although the reserve price is rising, the number of unsold auctions is increasing, and the scattered procurement areas are not conducive to the bottoming of corn**. The possibility of large-scale rotation of grain depots is basically gone, and many grain depots have procurement plans after New Year's Day.
This shows that this year the official is really going to liquidate the balance of the grain depot!In general, the rise and fall of corn depends on the rhythm of farmers' grain, and this year's corn is destined to run in multiple bands. Merchants should quickly clear the supply of goods in their hands, so as to fall sharply. Although the reserve price of grain reserves in terms of procurement is in the first place, the unsold situation is increasing, and the procurement area is scattered, which is not conducive to the bottoming of corn. Therefore, after New Year's Day next year, the possibility of large-scale rotation of grain depots is basically gone. The author makes a comparative analysis of the market sales of corn and wheat in the past three years, and draws two conclusions. First of all, December is the peak period for grain sales, especially in the northeast. Second, the grain sales after the year are lower than the previous year, and the price difference last year is the most obvious, with a peak difference of 120 yuan between the previous year and the new year. Therefore, farmers who lost money last year are likely to choose to advance their grain this year. However, local merchants, drying towers and large enterprises are currently taking a wait-and-see attitude and seem to be waiting for this doomed price cut. Although the pressure is greater, demand is starting to pick up. Judging from the inventory situation of enterprises, most of them need to replenish inventory, but the expectations for building a warehouse are not high.
Therefore, the market is currently in a wait-and-see mode, do not be overly bullish. Before the market is clearly opened, North China and Shandong will continue to repeat, and the pressure of grain sales in Northeast China will move backwards. Before the Spring Festival, **will inevitably experience once**, but in the short term** there is still a certain operability, and it is necessary to pay attention to grasp the time and risk. As for the question of the high point of corn and when, the author believes that the high point is likely to occur after the year. The high point in North China and Shandong is expected to be between 2,800-2,900 yuan, while the high point in Northeast China (from north to south) is expected to be between 2,500-2,700 yuanIt should be noted that the above analysis of the corn and wheat market at this stage only represents personal views and is for reference only and is not intended as an investment basis. In this uncertain market, we need to be cautious, keep an eye on the market dynamics, and make informed decisions. Therefore, investment is risky and caution is required. In addition, in addition to the changes in the market, there are also changes in people's psychological activities and behaviors that need to be paid attention to.
Most people feel panic and anxiety when they see ** go lower, and will choose to ** food in advance to avoid losses. The first business, drying tower and large enterprises will maintain a wait-and-see attitude, waiting for better opportunities. These psychological and behavioural changes can have an impact on the market and require careful analysis and study. To sum up, although the market is uncertain, we still need to remain cautious, always pay attention to market dynamics, grasp the pulse of market changes, and make wise decisions. At the same time, it is advisable to communicate and discuss with people in the industry to learn from their experiences and perspectives to obtain more information and insights.
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