First, food prices have changed, and corn and wheat are at risk!
In the domestic grain market, the price of wheat continued to fluctuate strongly, while in the domestic temporary storage wheat auction market, in March, the wheat auction continued to cool down and the market gradually returned to rationality. Among them, on March 17, the auction of stored wheat in China, Shandong and Jiangsu was unsuccessful!
Previously, the price of wheat rose sharply. On the one hand, due to the conflict of international geographical relations, international food prices have risen, which has intensified the domestic wheat market. On the other hand, due to insufficient market supply, traders' stocks are low, price sentiment is strong, flour mills' stocks are exhausted, and price increases are prominent! However, with the increase of stocking in flour mills before, although the stock is still insufficient, the flour condition of enterprises is not good, and the mood of continuing to raise prices is weak, and the domestic market shows steady and small performance!
Among them, the price of Dongming Wudeli decreased by 20 yuan/ton, and the price was 1.6 yuan/kg! Dezhou develops flour Wucheng, Qingyuan Food, Weinan Haomianyuan and Wucheng Red-crowned Crane, and the quotation of enterprises rises 16~40 yuan/ton! In Shandong market, the price of wheat generally hovers around 1.605~ 1.63 yuan/kg!
Due to the shortage of surplus grain in the domestic market, the market flour entered the off-season. Due to the spread of cases in many places, regional control has become stricter, wheat circulation is difficult, and downward price support is weak! However, with the gradual warming of the temperature, some markets in the domestic winter wheat producing areas were worried because of the late sowing of winter wheat last year. However, as the listing of new grain approaches, some flour mills stop collecting old grain one after another, and there are still some downside risks in the later stage of the wheat market!
In the domestic corn market, recently, the domestic corn market fluctuated and rose. In Shandong, due to the increase of rain and snow, the low-priced corn in the northeast is not enough, the rhythm of grain sales by local growers is blocked, and multi-box distribution has aggravated the price increase of Shandong factories. Some deep processing enterprises offer 1.54 yuan/kg!
However, due to the continuous auction of directional rice in China, the price of rice is low, the substitution advantage of corn is strong, the purchasing mood of corn in feed enterprises is weak, the warehouse construction of traders is completed, the cautious mood of deep processing is strong, and the grass-roots farmers are strong in selling grain. The arrival of factories in Shandong market has increased to more than 500 cars, and the quotation of enterprises is weak!
Among them, 9 factories in Shandong market cut prices to collect grain, and the price of corn dropped by 4~20 yuan/ton. Among them, Yishui Qingyuan and Yishui Dida reduced their prices by 20 yuan/ton, while Shandong corn hovered around 1.385 ~ 1.53 yuan/kg! However, in the northeast, some factories in Heilongjiang still have price increases. Because the surplus grain at the grass-roots level in Northeast China is about to bottom out, in many cases it is distribution, and the market is worried about emotional fermentation, some deep processing and warehouse opening are getting stronger and stronger. The prices of some factories in Northeast New Hecheng and Beijing Grain Longjiang are rising 10 ~ 40 yuan/ton, and the quotations of enterprises fluctuate strongly!
Personally, due to sporadic cases in China, the arrival of enterprises may be limited, especially the problem of "masks" in northeast and north China. Although the Shandong market has risen in the short term, due to the outstanding market uncertainty, it is expected that the pig price will not continue to fall. However, affected by the cold wave, the temperature in the north and south will continue to rise, the storage conditions of some farmers in the northeast will deteriorate, and the tide corn will increase, and the corn market will remain weak and volatile.
Second, the price of pigs has changed. Do you want to copy the bottom?
At the end of March, domestic pig prices fell sharply. In recent days, the price of live pigs has dropped significantly, and the average selling price of live pigs in China has fallen below 6 yuan/kg. However, with the excessive drop of pig prices, farmers lose a lot, especially the domestic soybean meal and corn market continues to rise, and the average loss of farmers will exceed that of 800 yuan. The price of live pigs is too low, falling to 5~5.5 yuan/kg in many places in the north. Farmers have a certain feeling of bearing the price, and cases are distributed in many places in China.
The data of pig price shows that the domestic pig price remained at 1 1.74 yuan/kg on March 2, and the pig price fluctuated weakly, and the market stabilized sideways. Among them, the decline in pig prices in the north and south markets has been significantly reduced, and pig prices in some markets have fluctuated and strengthened!
Among them, due to the recent "mask" fermentation in the northern market, it is more difficult to buy and sell pigs in Northeast China and North China, and the number of pigs in some slaughterhouses is gradually decreasing, making it more difficult for enterprises to buy pigs, and the downward performance of pig prices is weak. Pig prices in some markets are "bright and stable". Among them, in the northeast market, the pig price is maintained at 10.8~ 1 1.5 yuan. The quotations of slaughter enterprises in North China and Northwest China generally stabilized, and the price of pigs stopped falling. The market in Xinjiang is low, and the pig price has been maintained at around 10.4 yuan/kg!
However, the pig price in the southern market is weak, generally maintaining at 10.65~ 12.35 yuan/kg, and only in some markets in Shanghai, Zhejiang, Jiangsu, Fujian and Guangdong, the pig price is stable at 12~ 12.35 yuan/kg, which is not as good as that in 6 yuan/Guangxi.
Personally, due to the stage, farmers have the feeling of raising prices, adding uncertain factors, the purchase and sale of pigs are affected, the procurement of slaughterhouses is more difficult, and the domestic pork storage and storage is constantly exerting strength. The pig price may fluctuate strongly, but the upward support is weak. The pig price may be dominated by strong shocks!
However, due to the loose supply fundamentals of live pigs and pork in the domestic market, under the influence of multiple factors, the price of live pigs may bottom out in the short term. However, due to the pressure of market de-capacity, the rising temperature will further adversely affect consumption. It is expected that the risk of pig price decline will be greater in April-May, and the price of live pigs will continue to bottom out!
Warning! Food prices have "changed", corn and wheat have "gathered risks" and pig prices have bottomed out. What do you think of this? The above is the author's personal opinion, the pictures are from the internet, and the content is for reference only!
# Today's corn price #