The tree wants to be quiet but the wind does not stop, not to mention that the tree cannot be quiet at all.
The corn market after the year is more anxious than the year before, and the year before is not in a hurry, butAfter the year, as the temperature gradually warmed up, the grain on the ground became a time bomb, making the atmosphere in the corn market more and more tense.
In fact, the market is the same as people, and it is easy to mess up when it is nervous.
Because there is too much attention to **, soAny movement can trigger a lot of psychological fluctuations, which in turn can further affect market sentiment.
For example, the recent corn market can be described as frequent news.
As soon as COFCO started to acquire after the year, it began to reduce **,This is said to be bad news for the corn market, because COFCO's ** played a leading role in the reference year.
After all, in the chaotic corn market, the ** of large enterprises is regarded as a weather vane, so it will fall after the year, which also increases the bearish sentiment of the corn market.
But the market sentiment is not so bad, because at the same time as COFCO cut pricesNational maintenance enterprises in Gansu and Shaanxi have seen sharp price increases, with an increase of as much as 65 cents,We also analyzed this in yesterday's article, so I won't say more about it here.
Such a fall and a rise mobilized the sentiment of the corn market, so the bullish and bearish began to be restless again.
Do you think that's the end of it?
Recently, there has been a bigger news in the corn market, sayingChina Grain Reserves will restart the auction of imported corn on February 21, in Hunan and Hubei, and the auction reserve price is 2,300 yuan, a sharp decrease of 350 yuan from before.
As soon as this news came out, the corn market was "fried" again.
Although it is said that the ** of the "Chinese word prefix" is gradually losing the role of the weather vane, butThe action of "Zhongzitou" has always attracted the attention of the marketAs soon as this news came out, it dropped by 350 yuan tons, which undoubtedly plunged the corn market, which had just caught a little breath, into dire straits again.
The market can't help but be surprised again:Is imported corn "smashing" again?
The reason why I say "again" is because there was such a play last year.
At the end of November last year, the auction of imported corn staged a price reduction, which was about 50-100 yuan tons, which immediately triggered the "big **" corn market
So this time the drop of 350 yuan tons made the market panic.
In view of the news flying around, we also searched in many ways, but only found a news of the auction of imported corn finishing products on February 22 on the grain storage **
Although it is not known whether this news is true or not, a few things are certain:
First, the current corn market is indeed an internal and external trouble.
Whether from a domestic or international point of view, corn is strong in supply and weak in demand, and the wait-and-see sentiment of domestic buyers is strong, so in this state, it is basically difficult for corn to break the situation.
There are two main reasons for this:
First, everyone is generally bearish on corn.
As the saying goes, if you buy up, you don't buy down, and the corn is **, but I don't dare to buy it, for fear that it will fall more hard and end up in my hands. You look at me, I look at him, they all want to **, but they don't know what this is**, so they don't dare to make a move.
Second, there is a lack of leadership.
In previous years, it was to follow the trend of "Zhongzitou", but this year, after the vane of "Zhongzitou" expired, it became leaderless, everyone had no bottom in their hearts, and no one set an example, so the pace of acquisition was sluggish.
Second, sentiment in the corn market is fragile.
Don't look at the corn now, but everyone knows that this kind of ** is very weak. Once the weather warms up, not only the ground grain, but also some stacks of grain may also face a situation of concentrated loading.
So don't look at the corn is rising now, but the mood is very fragile, so it has become extremely sensitive to all kinds of news. As soon as there is a stir in the wind and grass, coupled with the fuel of market sentiment, it is easy to fall into extreme emotions.
So, let's go back and analyze these messages:
First of all, the resumption of imported corn auctions is a definite event, but it is not yet certain.
But you must know that not to mention the auction, that is, the total amount of imported corn does not account for a large proportion of the total domestic corn production, soImported corn will not be auctioned in large quantities, and the impact on the domestic market is limited, so there is no need to amplify it too much.
Secondly, the auction and the acquisition are actually the same, basically with the marketThis also includes regional differentiation. In areas where the food supply is tight, it will be, and in areas where there is enough, it will be, and the auction is the same, it will auction it, and you sell yours.
Third, the probability of the official taking the lead in smashing the market is very small.
The work of increasing reserves was started a year ago, and it is likely to continue after the year, although it is not to boost corn, but it is certainly not to smash the corn plate.
Therefore, there is no need to over-interpret, the focus of attention should return to supply, demand and weather, and be alert to the risk of corn after the temperature rises.
End of this article, thanks for reading! Feel free to like it and give it a support.