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According to the latest grain sales data, the current grain sales progress in North China and Shandong has reached 50%, while in Northeast China, except for Liaoning, the grain sales progress in Heiji Province is still below 40%, and in the last two days, Shandong enterprises have risen by more than 100, from 115 yuan Jin back to 12 yuan catty, which makes many farmers and even feed companies feel the pressure, and the mainstream view of the market is divided into two kinds, one is said to be bottoming, and the main body of too low grain is directly related to the sale! Another way of saying it is a trap, in order to harvest the last wave at the end of the year, so what is the real situation?
The main causes of corn *** are:
1. With the continuous decline of corn, it has fallen below the cost of planting, and many grassroots farmers have begun to be forced to sell, the circulating grain source in the market has decreased, and the company has begun to purchase at a low price!
2. Although the big policy policy is to suppress corn, the speed of corn is too fast some time ago, which has caused resistance from the majority of growers, and the official has consciously regulated it!
3. It is related to the recent hype, which cannot be said in detail, everyone will understand when they pay attention to the hot news, and they need to look at the trend of ***, and then pay attention to the operation of various institutions!
4. Recently, some first-class businessmen and some small and medium-sized enterprises began to make acquisitions, although the overall acquisition volume is not large, but it also has a certain stimulating effect on the market, but this is also the reason for the twists and turns at the grassroots level!
Although it seems that there are a lot of support points, it is not difficult to find that the so-called positive factors are difficult to stand for a long time, first of all, the resistance of the main body of grain at the grassroots level, not to mention the new year, it is said that the last two days will probably cause a lot of enthusiasm for grain sales of the main body, and the pressure of selling grain after the Spring Festival is obviously greater, after all, from the perspective of the timeline, there is not much time left for the ground and the stack of grain after the Spring Festival! As for the policy level, although there has been an individual rebound in grain reserves, but the overall is still a low level of harvest, for the national team, I think, don't expect how much it can rise, it is the greatest credit to be able to keep it down!
In addition, according to the latest weather forecast, a new round of rain and snow weather will open at the end of this month, mainly affecting North China and Huanghuai, which will greatly affect the stocking rhythm of some enterprises, and at the same time will affect the shipment of the main body of grain. As for the conspiracy theories uploaded on the Internet, it is true and a bit nonsense, especially to say that the total amount of imported corn this year is 4 times that of last year.
Yesterday, wheat also began to appear, and even appeared two times a day, which is not unexpected, for the trend of wheat, we have been saying a point of view, that is, the market itself is not much negative factors, the biggest threat comes from the emotional killing caused by the trend of shipments, many analysts believe that milling enterprises are losing money, I want to say that while seeing the bran of milling enterprises, don't forget to look at the flour, and flour is the main end product of milling enterprises! However, there are only a few days left before the small year, and the possibility of a large number of wheat before the holiday is getting lower and lower, so our main focus is still on the year after the year.
Summary: The possibility of corn ** large ** has basically disappeared before the latest research data, according to the latest research data, the current progress of grain sales is still slow, before the Spring Festival in the Northeast nearly 5 into the probability of grain sources into the market is not large, at present, it can be basically concluded that before the Spring Festival, whether it is a feed enterprise or a deep processing enterprise, or a business, drying tower will not open a large-scale ** library, the game situation between supply and demand is more like a unilateral crushing of the demand side and will not occur a fundamental reversal in the short term! Don't be overly pessimistic about the wheat market, although the road is bumpy, but the future is still very bright! The current wheat market is forced to "erode", rather than admit compensation out of the warehouse is better to give it a go, anyway, it is to support the bold, starve the cowardly!
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 required