Time flies, the Spring Festival holiday has passed in a blink of an eye, with the gradual resumption of work after the holiday, the industry has turned its attention to the latest changes in feed raw material varieties. Although according to the practice of previous years, the real recovery of the market will not be until the fifteenth day of the first month, but it does not affect everyone's attention to the ** has increased significantly.
Presumably, after the Spring Festival holiday, after the holiday, feed enterprises and merchants have replenishment needs, which is not soybean meal market performance is obvious, soybean meal ** also followed a slight increase. Next, we will focus on the latest fluctuations in soybean meal, corn and other feed raw material varieties and how the general direction will develop.
After the holiday, the downstream replenishment of soybean meal was firm and slightly higher, but the chasing sentiment was limited
Yesterday, the domestic soybean meal spot **continued**! Among them, the average spot price of soybean meal was 3,470 yuan tons, which continued to increase by 15 yuan tons from the previous day. After the holiday, oil mills have resumed production, although feed enterprises and merchants have replenishment needs, so that soybean meal is strong and has been raised. However, at present, the supply of soybean meal is still relatively sufficient, and the soybean meal market is limited in the face of the off-season of seasonal consumption. This does not continue to turn into ** today.
EditThe road to corn ** is stressful
The average price of corn yesterday was 237074 yuan, **158 yuan ton. Affected by the domestic Spring Festival atmosphere is still strong, the grassroots purchase and sales are not prosperous, and the rain and snow weather is cooling, the market circulation continues to shrink, and some deep processing ** gradually shows signs of a slight rise.
However, China's corn is still sufficient, and the enthusiasm of growers and merchants in the producing areas is still high, which is still negative for the overall situation. The pressure on the road behind corn is relatively high.
EditThere is a lot of market news, and it is confusing:
Monday rumors. On February 21, the auction of imported corn from China Grain Storage was restarted and changed to invite bids. It is reported that the starting price of the first round of auctions after the resumption is 2,300 yuan tons, and the locations are Hunan and Hubei. Previously, the reserve price of Hunan and Hubei auctions was 2,650 yuan. After the resumption of the auction of imported corn from China Grain Reserves, the auction reserve price will be further reduced by 350 yuan. The last adjustment was on November 27, 2023, when the auction reserve price was lowered by 50-100 yuan.
The latest news, the auction of imported corn from China Grain Storage has been suspended, and the special auction for bidding and bidding for the import of corn ** gene, which was originally scheduled to be imported on February 21, has also been cancelled.
It remains to be seen whether the boost in wheat market sentiment will continue**
As of yesterday, the average price of wheat was 293858 yuan, up 2 yuan from the previous day, maintaining the best trend. On the whole, the reserve price of wheat auctions has been raised compared with the previous year, and some storage points have been traded at a slight premium, and the market sentiment has been encouraged. However, the current market purchase and sales are still in the recovery stage, and it remains to be seen whether wheat can continue.
Dicalcium phosphate is weak and stable
At present, hydrogen calcium ** is more stable than before the holiday, Yunnan factory ** is 2150-2200 yuan, Sichuan factory ** is 2500 yuan.
Although the upstream raw materials such as phosphate rock and sulfuric acid have been strong recently, the downstream demand has recovered slowly, especially for pigs, and it will take time for the demand for hydrogen calcium to increase.
The poor demand for hydrogen calcium market is a hard injury, and the short-term operation is still weak, focusing on the trend of raw materials, factory start-up and downstream demand changes.
Methionine is still being dragged down by poor demand
Purple light solid methionine ** to 22 yuan kg, market methionine ** at 217-22.$1. Although the current factory has support, the downstream demand for methionine is not good, and the breeding efficiency situation is not good, which will further boost methionine.
Domestic fishmeal **weak**
From the outside, Peruvian fishmeal** is stable, Peruvian super steam fishmeal pre-sold CNF 2,150 US dollars this season, the actual transaction price is negotiated, and the transaction is light. According to market rumors, the fish resource expedition was originally scheduled to start on February 15, but due to the unsatisfactory marine environment, the expedition may be postponed.
Domestic imports of fishmeal arrive more than consumption, port fishmeal inventory rose slightly, fishmeal market pressure exists, the current domestic imports of Peruvian super steam fishmeal ** concentrated in 17200-17400 yuan ton, **100-200 yuan ton. In the short term, fishmeal will continue to operate on the weak side.
Supply exceeds demand, and pig prices are mainly falling
Pig prices continued to weaken yesterday**. The average national sales price of three-yuan pigs outside the mainstream market is 1525 yuan per kilogram, compared to yesterday**106%。After the festival, the demand inertia fell, and the breeding end of the group enterprises slaughtered to recover, the phenomenon of selling pigs increased, the sentiment of the fence weakened, the market supply exceeded demand, and the pig price continued to be the mainstay. It is expected that the slaughter time in February is limited, the pressure on the scale field is greater, and the follow-up of superimposed demand is weak, and the risk of falling in the latter part of February is expected to be higher.
Editors on the whole, at present, many feed raw material varieties are still weak as the main tone, or will continue to be weak for a period of time. But there may be more surprises in the future, let's look forward to it.
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