[Introduction].Entering March, domestic pigs and grain, subject to market supply and demand adjustments, ** once again adjusted! In terms of grain, grain prices have "changed", and after wheat came under pressure, corn spot prices also fell. In terms of live pigs, pig prices have stopped rising, and due to poor follow-up of demand, the rhythm of the group's pig enterprises has recovered and the sentiment of secondary fattening has cooled, and pig prices have shown a trend of soaring! What is the prospect of domestic pig prices and grain prices hand in hand? Today is March 3, 2024, and the hogs, corn and wheat ** after the price adjustment are updated, and the analysis is as follows:
First, corn is mixed, and it is gradually under pressure!
In the corn market, at present, the production area of Northeast China and North China, the level of grassroots surplus grain is about 4 5 percent, the pattern of corn is relatively loose, and the demand is followed. However, in North China and the Huanghuai region, deep processing is still dominated by rolling replenishment, and the performance of car price adjustment is more obvious!
At present, the domestic corn spot presents a large stable and small situation, from the market feedback analysis, the Northeast region, due to the relatively low temperature, the difficulty of grassroots tide grain storage is weak, the grassroots grain selling mentality is general, and on the demand side, the grain storage around the grain depot to increase the enthusiasm of corn storage, channels and deep processing slightly replenish the operation! However, in terms of feed enterprises, due to the large inventory of overdue low-priced rice, the poor breeding industry, the consumption capacity of feed enterprises in general, and the corn spot is mainly stable and strong!
Among them, the price of plum blossoms in Baicheng is 05 points, in Heilongjiang Daqing Yipin and Fujin Xiangyu ***1 cent, Heilongjiang area, the mainstream dry food listed ** in 1055~1.09 yuan, Jilin and Liaoning regions, corn spot ** in 112~1.17 yuan catty, Heilongjiang enterprises tide grain ** in 083~0.87 yuan or so!
In North China and Huanghuai, at present, the ability of corn has been improved, the phenomenon of grassroots farmers threshing and selling grain has increased, some farmers have realized the purchase of agricultural materials, and the grassroots corn has increased, and the channel merchants are mainly cautious, and the corn arrival in front of the deep processing enterprises is loose, however, the market just needs to replenish the demand for storage, and the spot corn is mainly stable and weak!
Among them, in Shandong, the arrival of deep processing in front of the door in 1108 cars, Shandong, corn ** stable and weak, among them, Yucheng Bowling Bao, Dezhou Fuyang, Lemon Biochemical, Binzhou Ronghai, corn price 05~0.6 pounds, Shandong corn ** in 1166~1.29 yuan catty!
According to the analysis of the institution, at present, the corn market, the grassroots grain sales sentiment is differentiated, the Northeast farmers still have the mentality of raising prices, and North China and the Huanghuai region, due to the warming temperature, the phenomenon of selling grain in cash has increased. In terms of demand follow-up, the Northeast region is strongly supported by policy-based corn storage, and there is a certain demand for homeopathic replenishment in channels and deep processing, while in North China and Huanghuai markets, the downstream demand is relatively cautious! Corn spot purchase and sales show a certain stalemate, however, due to the gradual rise in temperature in the north and south, the beginning of spring is imminent, farmers have the need to cash in the purchase of agricultural materials, and the difficulty of corn storage in the northeast will also increase, rationally, corn spot or will be stable and weak, however, supported by policy storage, corn downward space is limited!
Second, the wheat **stable**!
Recently, the wheat spot has a trend of soaring, and the support of wheat prices, mainly due to the slowdown in the pace of downstream products of milling enterprises, the reduction of demand for replenishment of merchants, the pressure on flour consumption in terminal retail, the reduction of orders from milling enterprises, the decline in operating rates, and the cooling of the mentality of enterprises to replenish wheat. In particular, recently, the soybean meal spot is running weakly, pigs and eggs are sluggish, feed enterprises are cautious in replenishing raw materials, bran is further under pressure, and the pressure of loss of by-products of milling enterprises still exists, and the mentality of price reduction has increased!
However, from a rational point of view, the wheat raw grain is relatively tight, the channel inventory is constantly consumed, and the inventory grain source of milling enterprises is relatively low, and the market is showing a situation of low purchase and sales.
According to market feedback, at present, in the domestic winter wheat producing areas, the mainstream wheat spot ** is mainly stable and weak, among them, Longyao Jinmailang raised by 05 points, in Xiongxian Wudeli, Xinxiang Wudeli, Xuzhou Huasheng Flour, Wuyang Wudeli and Bazhou Yihai Kerry, wheat listed ** down 05 points. Among them, Hebei wheat **138~1.41 yuan, wheat ** in Shandong area at 1375~1.44 yuan, Henan wheat ** in 138~1.43 yuan, Anhui and Jiangsu ** in 141~1.445 yuan catty!
Three, the pig **rush high**!
Recently, the price of pigs has shown a trend of bottoming out, and previously, the average price of live pigs has shown a trend of "7 consecutive rises", and the average price of live pigs has risen to 1404 yuan kg,**cumulative**0.52 yuan! However, due to the limited consumption support, the pressure on live pigs still exists, and the price sentiment of the breeding end is loosened, the confidence support of the second fattening entry is weakened, and the pig is high, and the market is mainly sideways!
According to data analysis, on March 3, the average price of three-yuan lean pigs slaughtered outside the country was 1403 yuan kg, down 001 yuan kg, domestic pig prices showed a weak and stable trend, the center of gravity was slightly lowered, the slaughtering enterprises in the north and south markets were stable, and the adjustment range of pig prices in some areas was 005~0.About 15 yuan catty!
At present, pig prices have stopped falling and rising, showing a slight trend! On the one hand, the slaughter mentality of the breeding end has rebounded, the group pig enterprises have been slaughtered incrementally, the social pig farm price mentality has been slightly loosened, and the market has landed and settled; On the other hand, pork consumption is limited, household consumption support is insufficient, the consumption demand of the group's pig enterprises is limited, the operating rate of domestic slaughtering enterprises is less than expected, and the pressure of consumption constraints still exists! In particular, the frozen pork out of the warehouse is not smooth, and the pressure of frozen goods is high!
Superimposed, the market is cautious about the prospect of pig prices, the second fattening concentration ** mentality cooling, the phenomenon of secondary breeding in the south is gradually decreasing, the mentality of secondary breeding in the north is not high, the pig market returns to the fundamentals of production and marketing mismatch, and the market is showing a stable and weak trend! Personally, I believe that due to the weakening of the support of the second breeding, the consumption is under pressure, and the mentality of the breeding end is loosened, and it is expected that in the next 1 2 days, the pig market may be slightly lowered, in the short term, the pig price or will be sideways at 14 yuan kg, showing a narrow range of ** trend!
Food prices have "changed"! After the price adjustment on March 3, pigs, corn, and wheat **, hand in hand**! What do you think about this? The above is for reference only!