withChinese New YearAfter the weather warmed up,CornThe focus of the market has begun to attract widespread attention again. For the upcoming onesChinese New YearAfterCornYes or no, people have different opinions, and the market is full of uncertainties and uncertainties. Judging by historical data, once in the hands of farmersCornSold out or sold out in large quantitiesCorn**There will be a large **. However, in recent years, even if the grain rights have been completely transferred to the drying tower and the first business,Corn**There is not only **one trend, but there are ups and downs**, and there will be no straight line** pattern. In addition, the Heilongjiang region should not be overlookedCornreserves, even in some regionsCorn**Shortages, nor can we ignore the cultivation situation in the rest of the country. And in just one month, the arrival of goods at the port, the launch of ships and car transportationCornThe amount of food to North China has not increased significantly, so where does this food go? So, onlyCornThe sales progress and the surplus grain sources at the grassroots level are relatively unfair, and more of them are market"Tell a story"and the hype factor, which will eventually return to supply and demandFundamentals
The Tohoku region as our countryCornRiceand the main producing areas of soybeans, inChinese New YearAfterCorn**On the issue of change, farmers in Northeast China are particularly sensitive and concerned. Whether it is the first guidance or the network information, it is possible to change the rhythm of farmers' food and the fluctuation of food. In the mainstream time period when farmers sell grain, the market is mainly dominated by farmers, and after the spring ploughing solar term, the drying tower and the merchant will dominate the market. In recent years, the Northeast regionCorn**There were two lowest points, one in the eastern part of Heilongjiang and the other in the eastern part of HeilongjiangChinese New Yearprevious lows. These two lows are not the result of grain dealers and drying towers leading the price reduction, but the result of farmers spontaneously, intensively, and panicked selling at extremely low prices, which proves to a certain extent that farmers have relative dominance in the farmers' sales season.
After the market's speculation about increasing reserves peaked in 2022, the market's speculation about increasing reserves will weaken significantly in 2023, but there are still some people who take it out for speculation. Chinese New YearThe fact that there will be a large increase in reserves does not indicate how much has changed. We can understand the increase in reserves as another large ** business in the market, without excessive speculation or jubilation. Because remember, they are still conducting auctions in the process of increasing their reserves, and even inChinese New YearThe last day before the auction is still ongoing. At the same time, the requirements for increasing grain storage are high, and the standards are strict, if there is no qualified grain source in a certain region, they will increase the purchase ** to complete their own storage tasks, and this ** may be higher than the mainstream of the entire market**. Therefore, it is not right to increase reservesCornDirect support for the market.
This year's drying tower and ** business in the market can be said to be"Guts"The smallest acquirer. Although inChinese New YearThe former grassroots market was bustling, but it was largely not as big and enthusiastic as it was three years ago. Their mood changes can trigger the pace of acquisitions and monetizations, and they are subject to fluctuations in port and deep processing acquisitions**. If the purchase of deep processing is raised, the willingness of drying towers and merchants to acquire will be enhanced. However, whether deep processing can continue to be stable is an unknown, as long as you look at the vehicle in front of the enterprise can roughly judge the rise and fall of the **. The grain dealers at the grassroots level are hereChinese New YearBefore the large purchase of grain, mainly moist grain, they were not dried, but inChinese New YearAfter waiting for the temperature to rise up, you can make a profit again. However, how much profit can they make? It's just some hard-earned silver. Therefore, their primary consideration is how to monetize the grain in their hands or dry it, and such grain sellers are more like taking advantage of the opportunity to make money than continuing to rush to buy food. AbsolutelyCorn**Definitely**, as long as the emotions are up, as soon as the negative information turns into positive information, people will immediately change their opinions. Regardless of whether the market demand changes, whether there is still food stocks at the grassroots level, and whether there are stocks in the channels, as long as the mood is high, people will actively promote itCornBase drying tower and ** business needsPrice increasesIt is because they have grain in their hands that needs to be realized, and the farmers need itPrice increasesIt's because of the experience of autumn, winter andChinese New Year, they hopeCorn**As expected. Price increasesJust like the weather changes over the next month, it's hot and cold, and it's overwhelming. However, there is no way to stop the arrival of spring. Spring is coming,Price increasesHow many days does it last? Unknown.