After a cold winter,CornThe market ushered in a spring change. Although the rise in temperatures has made the dryer tower and the ** merchant happy, unfortunatelyCorn**Not as drastically as they would have liked**. The outside world is on the outside world after the Spring FestivalCornThere are still many uncertainties and factors in the rally, and it is difficult for this rally to go straight overnight.
First of all, despite the fact that the right to food is fromFarmersThe hands are transferred to the drying tower and the hands of the ** merchant, butCorn**Still not stable**. FarmersSold outCornOr after it sells outCorn**There will be**, but there is no guarantee that ** will show a straight upward trend. In fact,CornIt has fluctuated over the years, and the cultivation in different regions can also have an impact. In addition,PortsArrivalsshipsThere has been no significant increase in capacity and car traffic, which will limit the market**. Therefore, it is relatively unfair to use the sales progress and surplus food sources to determine the market trend, and it needs to be consideredSupply and demand
Secondly, the Northeast region as the whole countryCornMain production areas,FarmersVery sensitive to fluctuations. NortheastFarmersThey are very concerned about the changes in agricultural products, and they will be affectedOrientationand the influence of network information, thus affecting their grain sales rhythm and expectations. InFarmersSales season,FarmersIt has a greater dominance, but after the spring ploughing season, the role of the drying tower and the first merchant becomes more important. Hence the Northeast regionCorn** Fluctuations are not only affectedFarmersinfluence, but also by other subjects.
In addition, there is also a certain element of speculation about the so-called increase in reserves. After the Spring Festival, there may be a large increase in grain reserves in the market, but this is not directly related to **. Increasing reserves is just another large ** business in the market, and there is no need to over-speculate and be happy. At the same time, the task of increasing reserves requires high quality of grain, and if the inventory of grain in a certain area is unqualified, the merchant may increase the purchase to complete the task, but this may not be higher than the level of the entire market.
In addition, this year's drying tower and the first business are cautious in terms of acquisition, and the change in sentiment may trigger a change in the rhythm. Although the grassroots acquisition situation was more lively a year ago, it has dropped significantly compared with three years ago, and their willingness to acquire will be limitedPortsand deep processing acquisitions**. If deep processing acquires, their willingness to acquire will be enhanced, but whether deep processing can be sustainable and stable is unknown. Grassroots grain dealers mainly buy tide grain before the Spring Festival, mainly to wait for the temperature to rise before selling it for a higher priceProfit。However, how much they are able to getProfitThis? This is an unknown and needs to be taken into account in terms of market demand and availability.
Finally, the emotional impact is tooCornAn important factor in the market. Whether it's the drying tower and the ** business orFarmers, they all wantCornHowever, market behavior cannot rely solely on fluctuations in sentiment, but should returnSupply and demandand actual needs. Change should be based on changes in market demand, not just because of changes in sentiment. The demand in the market has not changed significantly, and the surplus grain at the grassroots level cannot be ignored, so it needs to be based on the actual situation andSupply and demandTarget.
In summary,Corn** is subject to a variety of factors. Despite the hype and sentiment factors in the market, the change should be based on:Supply and demandand actual needs. Farmers, drying towers and merchants play different roles in the market, and their expectations are also different. Therefore, when analyzing market movements, a comprehensive consideration should be givenSupply and demand, production, inventory, demand, and market sentiment. Moreover, we cannot ignore the influence of climatic and seasonal factors on crops**. Only after taking these factors into account can we be rightCorn**The trend has a more accurate judgment and**.