Pay attention to the high level warms up or touches the top, it s time to act!

Mondo Finance Updated on 2024-02-28

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With the rise of corn, the market bullish sentiment has heated up significantly, coupled with the excessive publicity of the self-promotion, that the era of "golden corn" is coming, I dare not agree with the statement, we said earlier, the risk of corn after the year is accumulating, this round of ** is more dependent on weather factors, the sustainability of ** is not high, in contrast to the wheat market, there are already a number of leading enterprises below 14 yuan catty, just recovered not long after the bullish mentality in the impact, for the coming March, wheat and corn will be completely different, and wheat has been "show up", the high level will usher in a rapid decline after the warming, for the main body of grain, it is time to make a decision!

The current corn market, especially in the Northeast, the performance is extremely bright, up to now, the highest increase in the Northeast has reached 100 yuan per section, coupled with the expansion of grain storage and further upgrade, the overall situation looks good, but the risks behind it are not ignored, today we will give the main body of grain "pouring cold water":

1. Enterprises in the Northeast seem to be fierce, and the main reason is that it is too deep before the Spring Festival, even if it is after 100 yuan, it is still at a low level, not to mention the recovery to the early stage of corn listing05 yuan catty, in my opinion, behind the false prosperity will be a bigger trap!

2. More and more grassroots grain holders are beginning to reluctantly sell, and they are not opposed to hope, but they are opposed to blind reluctance to sell, to put it bluntly, the most important grain source quality and moisture are reluctant to sell.

3. The standards for the purchase of grain depots are extremely strict, which has eliminated the possibility of most of the grain-holding entities sending grain into storage, coupled with the limited amount of their purchases, It is not so much to lead the rise as to ensure the stability of the bottom!

4. Whether it is a local enterprise in the Northeast or a grain depot, it is impossible to digest the huge surplus grain base, and most of the grain sources eventually either flow into the port or enter the south, no matter which one it is, it is extremely limited! At the same time, you may wish to understand the purchase price of Beigang and the purchase price of Shandong enterprises, and you can understand why the wait-and-see of the first merchant is after deducting the freight!

For the main body of grain in North China and the Huanghuai region, the advantages are indeed in yesterday's article, we have already talked about it, but compared with the negative, the advantage may cause a phased **, but the **fluctuation is not too big, coupled with the recent temperature recovery speed accelerated, the impact of snowfall has been basically eliminated, and the possibility of a phased increase in the market is rapidly approaching!

Summary: For the trend of corn in March, the overall view is still not overly optimistic, and we must be good at seizing the opportunity of each wave to cash in as soon as possible, after all, spring ploughing is about to start, the weather is getting warmer and warmer, and the time for grassroots grain to enter the market is getting closer and closer! Although the possibility of all parties to build a warehouse in March is great, but the space is limited, after all, the current supply and demand market buyers occupy the absolute initiative, unless the official to save the market, otherwise the corn will still be difficult for a period of time in the future! However, the probability of dipping ** will also appear frequently, as long as you can seize the opportunity, it is not difficult to make a profit!

The suggestion remains the same, for those who hold the old iron of the grain, if you can get out, you can get in and out, don't wait until the end and it is the same as a year ago, you must know that when the corn was first on the market and now, there is a difference of three or four hundred. For the boss who has the idea of building a warehouse, it is recommended that it is best to buy it from the grain sellers, after all, it has passed a "sieve", but it is still not the time to build a large warehouse! Of course, the corn market is not without opportunities, but the time will most likely be postponed to the window period of 6-8 months, coupled with the signal of policy support, although the probability of a big rise is a bit low, but for the bosses who can complete the construction in March, the profits are still there!

Wheat:

For the decline of wheat, it is within our expected range, and we said after the year that this round of wheat will most likely reach 145-1.Between 5 yuan and catties, coupled with the improvement of the weather, it is inevitable for enterprises to enter the upper period, for this stage is out or stay, in the previous article we have also given three small suggestions, I hope to help you, has been repeating the point of view - grain quality is the first element that determines the wheat in your hands, as for the rest, before the new wheat into the market is more of a "help" role!

There are three main reasons for this round of price reductions, and there is no need to worry too much about the main body of grain holdings, one is that there is not much surplus grain at the grassroots level at present, and the time for concentrated grain delivery will not be long. The second is to adhere to the current business psychology is relatively strong, there are certain expectations for the first business, the ability to resist risks has improved, and the third is that the recent transaction price of grain reserves is 1More than 4 yuan catty, it is equivalent to drawing a "small red line" for the market, and there is a high probability that the situation will not change before the new policy changes!

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

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