COFCO has increased the price of grain storage and reduced the price, and the in-depth analysis of the changes in corn ** has explored the motivation behind it.
No matter what you think, no matter what you think, the facts will not make you understand because you simply do not have time to think about it, it has already laid out what you want in front of you.
In fact, as the New Year approaches, corn is also **.
To be exact, it can no longer be described as **, because the previous ** has begun to slow down.
We also said in previous reports that although corn has been **, with the arrival of the end of the year, there will be a phased shift in supply and demand, so there is no guarantee that ** will gradually stabilize or there will be an unbalanced decline when it is close to the New Year.
Now, it seems, it should be.
And in this wave after wave, we also noticed a very interesting thing, that is, the grain storage took the lead in reducing the price, and the ** of the major directly affiliated warehouses surprised everyone.
After all, it would be a bit unreasonable to let a "Zhongzitou" company lead the price reduction!
This time, the corn in the Northeast region gradually fell steadily, and the first to take the lead was COFCO enterprises.
Although they are all "national teams", their actions are confusing, one is reducing the price, the other is raising the price, what is going on?
Many people are wondering, what is the secret hidden in this?
It's no secret, there's only one reason, and that's to let it be.
As the market environment changes, so do prices.
What kind of situation was the opening of the grain storage warehouse?
Under the pressure of high grain sales, the first business has a wait-and-see attitude, and the demand of feed enterprises is small, only the support of intensive processing, so the supply obviously exceeds the demand, and the corn is difficult to bear.
The grain reserves are produced by themselves, and they must not lose money, and his ** should not only be based on the current market situation, but also look at the future trend, in the case of supply and demand contradictions, his ** will definitely not be too high.
And when COFCO went on the market, the ** of corn changed again:
First, after a period of continuous **, the fear of selling grain in the market has subsided.
No one can maintain this mentality for long, because corn **constant**, whether you want it or not, you have to accept it.
Now that the matter has come to this, what can be done but accept?
As the saying goes, with an open mind and a lot of money, once the mind is opened, people's mood will not be as panicked as before, and they are in a hurry to sell food.
In addition, with the arrival of the Chinese New Year, with the arrival of the Spring Festival, the speed of transportation is getting faster and faster, and the pressure of transportation is also increasing.
The biggest impact is the long-distance transportation, as well as the freight rate, which will have a certain impact on the harvestable corn, so the current food supply pressure has eased slightly.
In addition, with the arrival of the New Year, the number of vehicles transporting grain has become significantly smaller, and the major enterprises have received less and less grain, and the price increase is also reasonable.
And, from this ** and the process of ascent, we can also see:
First, send a clear message from the national level that the corn market is not pulling.
Whether it is to increase reserves or raise the price of COFCO, the real purpose is not to promote transactions and accelerate the circulation of corn.
In fact, if you don't buy it, you don't buy it, and you don't buy it, it's a normal thing, and it's likely to cause one side to tilt, resulting in fluctuations.
Therefore, whether it is to increase grain reserves or the acquisition of large enterprises such as COFCO, it is to promote the sale of corn.
However, from the point of view, **and** are basically following**, and the difference between supply and demand is large, and **will**; The smaller the difference between supply and demand, the higher the price.
Second, the value of the "national team" can no longer become a benchmark.
In the past, people regarded the "national team" as a "barometer", but this time, because the ** in different regions is very different, there is no "weather vane".
Not only Shandong, but even Shandong and North China, housing prices are uneven, and some cities are still **.
Who exactly are you supposed to trust?
No one can say.
What's going on?
It is very likely that it is because of the quality of the grain, so the quality of corn this year is also an important indicator, so there will be a different **.
So, this is only going to become more and more evident as time goes on.
So, this time, all the corn is on its own.
Thank you for reading! Like, like.