The Lantern Festival is coming, in the domestic agricultural product market, recently, the grain market, by the tight, rigid demand strengthened, corn, wheat "take-off", the center of gravity showed a significant upward trend. In the pig market, after the pig price continues to be the best, the market ushered in a turnaround, and in the short term, the pig price may stop falling. However, due to the volatile market sentiment, there are many tests to be sustained!
So, what's happening in the market? Today is February 24th, after the price adjustment, pigs, corn and wheat *** are as follows, the specific analysis is here!
First, corn "bottoming", * trend differentiation!
In terms of corn, previously, by the current round of rain and snow, the grassroots level of the production area is almost non-existent, the purchase and sale of corn is sluggish, the demand side of the arrival continues to shrink, and some enterprises are affected by the inventory level, there is a certain price increase and replenishment of the operation! In particular, the market sentiment has improved, the grain reserves in the Northeast have been realized, the pressure on corn grain sales has been reduced, and the center of gravity has gradually rebounded! However, with the cessation of rain and snow in the northern region, market purchases and sales have resumed one after another, and some areas have been affected by the amount of grain sources, and there has been a certain trend of differentiation!
In the northeast region, due to the increase in grain reserves and the low local temperature, the mentality of farmers to sell grain has weakened, the price sentiment is stronger, the amount of corn is average, the enthusiasm of some enterprises to build warehouses has become stronger, and the phenomenon of locking in grain sources has increased, and the spot corn has been small!
Among them, in the Northeast market, Heilongjiang Yipin, Liaoning Yihai Kerry, Tieling Guotou, COFCO Elm, Cargill Biochemical, COFCO Longjiang, Bei'an Xiangyu, Kailu Yuwang and Fujin Xiangyu, Jilin Meihua, etc., spot corn ***1 284 cents, Heijiliao mainstream corn spot ** in 102~1.About 15 yuan catty!
In North China and the Huanghuai region, previously, due to the rain and snow weather and the grassroots subscription mentality is not high, the amount of corn is small, but with the rain and snow, some grain holders are worried about the temperature rise, the difficulty of corn storage increases, the enthusiasm for walking volume has become stronger, the level of enterprises has increased, and the corn spot has been slightly reduced!
Among them, in the Shandong market, the arrival of deep processing enterprises in front of the door is about 530 cars, the amount of enterprises in front of the door has increased significantly, and the number of factories in Shandong has increased, among them, Feicheng Fukuan, Yishui Dadi, Zou Cheng Rice Neng, Zouping Ronghai, Golden Corn, Weifang Tianli, etc., corn spot *** 05 2 points, in Zaozhuang Hengren and Binzhou Jinhui ***05 1 points, Shandong region, mainstream corn spot ** in 117~1.About 25 yuan!
According to the analysis of the institution, at present, the corn market bottoming trend is more obvious, especially in the Northeast region, driven by the increase in grain reserves, the grassroots surplus grain in about 4 percent, the market is generally worried about the temperature rise in March, the Northeast tide grain or will be concentrated on the market, the business has locked the grain source in advance, and the corn spot is supported at the bottom! In the North China market, at present, the market is still dominated by "watching the car", but with the strengthening of the Northeast corn support, the demand for centralized warehouse construction in the North China market may increase. Corn will also show a trend!
Second, wheat ** continues to rise!
On the one hand, the effective grain source in the market is insufficient, the mentality of merchants reluctant to sell is strong, and the mentality of resisting selling grain at low prices is strong, and the grain storage and local grain depots have rotated out of directional processing enterprises, which has further reached the bullish sentiment of the market; On the other hand, the wheat market just needs to increase, students return to school after the Lantern Festival, the consumption level of group flour may be greatly improved, the downstream ** business stock demand is strong, flour sales are gradually increasing, the inventory of wheat in milling enterprises is small, the operating rate is increasing, and the demand for replenishment increases!
Therefore, based on multiple factors in the market, wheat ** rose more than once, from the market feedback, at present, in Shandong, Weifang rural flour, Linyi Wudeli, Leling Luqing flour, Huarui flour ** 1 7 points, Shandong, after the holiday milling enterprises resumed purchase and sales, wheat ** is generally in 14~1.44 yuan catty! In the Hebei market, Handan Wudeli, Baixiang Good Noodle Yuan, Xiongxian Wudeli, Daimyo Wudeli, wheat ***1 25 points, mainstream ** at 14~1.445 yuan catty!
Personally, I believe that in the short term, under the pressure of the first end of the tight, the wheat surplus grain is insufficient, the main body of grain bearers has strong bullish confidence, and the demand for follow-up improvement, the operating rate of milling enterprises has increased, it is expected that the center of gravity still has the power of the first, however, the market outlook is concerned about the performance of the temporary storage wheat transaction, and the wheat price will further increase or lack of stamina!
Third, the price of pigs is narrow**!
In the pig market, recently, the market has shown a narrow trend, according to data analysis, the outer ternary pig ** in 1352 yuan kg,**0.07 yuan, pig prices continue to slide downward, but, compared with the previous few days, the decline in pig prices has narrowed significantly, and the market has certain expectations!
At present, the domestic market pig prices are adjusted in a narrow range, pig prices in East China and Central China have stopped falling, and pig prices have continued to trend in Northeast China, South China, Southwest China and other places! The hog market is long and short, the market bullish confidence has recovered, and the pig price may have a short-term trend!
On the one hand, the mentality of low prices for pigs at the breeding end has weakened, and in the north and south regions, the mentality of small and medium-sized pigs in pig farms has decreased! In particular, at present, the purchase of piglets at home and abroad and self-breeding have generally entered the loss stage, and the loss of self-breeding and self-raising is about 50 yuan, and the breeding end has a certain price operation;
On the other hand, the southern market in many pig farms appeared two breeding phenomenon, the market for the third quarter of the pig price bullish confidence increased, the cost of piglets to fill the pen, the enthusiasm weakened, the phenomenon of small pigs in the pen increased, which alleviated the pressure on some pigs;
Superimposed, at the end of February, students are about to start school in full swing, the demand for surrounding catering and dine-in consumption may rebound, the purchase and sales of the downstream market will gradually recover, and the rhythm of white pig goods has improved, which supports the bullish mentality of pig prices!
Therefore, under the adjustment of the market long and short, it is expected that the pig price will come to an end, and the pig price may stop falling in the short term due to the recovery of downstream demand! However, from a rational point of view, the current situation of high inventory of frozen products and the performance of the pressure on the slaughter of the group's pig enterprises, after a short period of sideways pig prices, the market still has the risk of being the first to go again!
Grain prices "take off", pig prices will rise! After the price adjustment on February 24, hogs, corn, and wheat **! What do you think about this? The above is the author's personal opinion!