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Wheat demand vulnerability.
The problem of weak wheat demand did not appear suddenly, but has gradually accumulated over the past period. Last year, the outbreak of the Russian-Ukrainian conflict led to the hoarding of grain in the international market, and wheat once became the focus of attention. However, less than a year later, wheat **again**, lost its previous rally. The situation is similar in the domestic market. Demand for wheat as feed is relatively stable and growing steadily, and there does not seem to be a flaw in the supply-demand relationship. However, in the first half of this year, there have been three sharp ** wheat events, indicating that the wheat demand market has shown a weak trend.
In addition, the impact of market sentiment on wheat demand cannot be ignored. In recent years, market sentiment has played an increasingly important role. Although the market initially had high expectations for wheat, wheat market sentiment began to falter as corn **sharply**. Enterprises put pressure on the company, the business struggled to catch up, and the wheat was rapid. While sentiment in the wheat market is relatively stable, the situation will become more dangerous if it continues.
Under current market conditions, wheat expectations need to be adjusted in due course. The divergence of market expectations from the current wheat situation has led to an increase in uncertainty, which often causes market disruptions. The wheat market itself has not changed much, what has changed is the market's expectations for wheat. Therefore, adjusting wheat expectations and gradually returning the market to normal has become the key to self-help.
The question of a new round of wheat recession.
The problem of a new round of wheat can be analyzed from two aspects: supply and demand and market sentiment.
From a supply and demand perspective, wheat** has been on a steady upward trend, while demand has been relatively weak. Wheat as feed has been relatively stable, with limited demand growth most of the time, except for some hoarding demand during the pandemic. Wheat** was stable enough, in contrast, wheat demand was relatively weak for some time. The imbalance between supply and demand has led to a decline in the overall trend of wheat**.
On the other hand, market sentiment has also had a significant impact on the trend of wheat**. In recent years, market sentiment has played an increasingly important role in agricultural markets. Fluctuations in sentiment not only affect the decision-making of market participants, but also distort supply and demand in the market. At the beginning of wheat***, market sentiment can be maintained for some time. However, with the tragedy of corn, wheat can no longer withstand the pressure, and enterprises have lowered prices, and merchants are overwhelmed, resulting in wheat
Problems with the wheat market.
The wheat market must now adjust its expectations for wheat and act accordingly to stabilize market conditions.
In this case, two wheat markets are likely to emerge. First, with the arrival of the storage season, wheat should rebound, but the extent is limited. Another scenario is that the wheat market may be severely differentiated, that is, the price difference between high-quality wheat and ordinary wheat may widen, and individual varieties may appear local**. However, these local** do not represent the overall trend, so it is necessary to look at the market situation rationally.
In conclusion, the new round of wheat shows the imbalance between supply and demand, the importance of market sentiment and the urgency of adjusting wheat expectations. Adjusting expectations and taking corresponding measures is the key to stabilizing the wheat market. In the market, we must remain rational and make corresponding decisions on the basis of analyzing supply and demand and market sentiment in order to achieve the stability and development of the wheat market.