The reading guide started in April, and the Qingming holiday is coming soon. However, due to the recent strengthening of domestic regional control measures, the impact of Qingming holiday on the market consumption side tends to be weak! In the domestic agricultural products market, due to the problem of "masks", rising freight rates and phased adjustment of supply and demand in the market, domestic pig prices and food prices have been upgraded! Among them, food prices are "chaotic" and corn and wheat are "falling miserably". Although the quantity of corn is insufficient, the phenomenon of enterprises' falling prices in the North China market is still outstanding, while in the live pig market, the price of pigs has risen to the sky and the market has shown the performance of moving up at the bottom. So, what happened to the market? On April 2nd, the market of live pigs and grain was updated, and the analysis was as follows:
1. The price of grain was "out of control" and corn and wheat "fell miserably"!
In the domestic grain market, in April, the prices of corn and wheat showed a downward trend, in which the price of wheat fell sharply. Due to the slow delivery of flour by grain-using enterprises, the demand for replenishment by downstream traders was not high. Although the local control affected the demand for replenishment by terminal shops, for flour mills, it was still in the stage of low operating rate and low inventory, and the price increase and grain collection by enterprises were weak, but recently the domestic market was approaching. The auction price of wheat has also shown a trend of continuous decline. The auction has cooled down, and the auctions of grain storage and ground storage in various places have also increased. Some grain holders have loosened their mood of selling grain, and domestic wheat prices have fluctuated and fallen!
according to the latest data, in the domestic wheat grain enterprises, in Shandong, the wheat quotations of the eastern and western regions of the developed group dropped by 21~31 yuan/ton, and the price of the developed flour plain company dropped by 11 yuan/ton.
In Hebei, the price of wheat in Baixiang Wudeli, Shenzhou Wudeli and Handan Wudeli dropped by 21~31 yuan/ton! In Henan and Shaanxi, the price of flour mills is generally reduced by 11~31 yuan/ton! Domestic wheat prices generally fell, and the wheat prices of many grain-using enterprises fell below 1.6 yuan/kg one after another!
according to the analysis of the industry, recently, the temperature in domestic winter wheat planting areas has been flat or slightly warmer than in previous years, and it has experienced two rounds of large-scale rainfall, which is conducive to maintaining soil moisture and taking advantage of the rejuvenation of winter wheat. However, the late sowing date of winter wheat has once weakened the occurrence of pests and diseases after the year, and the market is generally optimistic.
The poor delivery in the superimposed terminal market has certain negative factors for high-priced wheat, and the sporadic cases in many places in China have also caused the lack of support for catering and dining needs! Therefore, wheat prices will remain under pressure in the short term, and the market will still have a downward trend!
However, in the domestic corn market, due to the domestic corn producing areas, there are frequent problems of "masks". The quantity of corn in the main producing areas is tight, but the demand in the end market is also poor. The domestic spot corn shows a volatile performance, and the operating rate of some enterprises drops obviously. The demand for corn is mainly based on inventory consumption, and the purchase price also shows a narrow downward trend!
according to the latest data, at present, there are only more than 281 vehicles arriving from factories in Shandong market. Although the supply of corn is tight, due to the influence of regional control, the goods of deep-processed corn products are not good, the inventory consumption of enterprises is the main factor, and the price tends to fluctuate weakly!
Among them, in the northeast market of China, due to sporadic local snowfall and the difficulty in supplying corn at the grass-roots level, traders have completed the construction of warehouses, and the demand for deep processing is weak. The price of corn in the northeast market has stabilized in an all-round way! In North China and Shandong, among them, in North China, Hebei Guangyu Starch and Derui Starch enterprises reduced their prices by 6~11 yuan/ton, Baoji Fufeng and Hanyong Alcohol reduced their prices by 11 yuan/ton, and the price of Qinhuangdao Lihua rose by 21 yuan/ton! In Shandong, Shouguang Golden Corn, Leling Zhonggu, Pingyuan Fuyang, Linqing Golden Corn and Qixing Lemon enterprises reduced their prices by 11~21 yuan/ton, while Jinhe Boyuan's quotation rose by 11 yuan/ton. Shandong corn was stable and small, and the market showed a weak shock pattern!
second, the price of pigs has gone up!
Now, in April, the food price fluctuated weakly, and the market of wheat and corn continued to fall. However, in the pig market, the price of pigs rose against the trend, and the market was quite "soaring"! At the end of March and the beginning of April, the domestic mainstream head pig enterprises entered a stage of "gap period", and the slaughter of large-scale pig enterprises decreased, while the slaughter rhythm of ordinary farmers was blocked. The problem of masks in many places restricted the circulation of grassroots pig sources, and many slaughterhouses in China fell into a difficult situation to collect pigs. However, the wholesale market was affected by trading uncertainties, and the demand side in some areas improved significantly, which also aggravated the rise in the price of white pigs in the domestic wholesale market, and the slaughterhouse's mood of raising prices and collecting pigs increased sharply.
according to the data, on April 2, the average price of lean pigs in the north and south markets of China remained at 12.59 yuan/kg, and the average price of pigs continued to rise for four consecutive days. In the north and south regions, the price of pigs showed a general upward trend, among which the price in the northeast rose by about 11.7 yuan/kg, while in many places in North China, the price of pigs stabilized by 12-13.5 yuan/kg. In the northern market, the price of pigs rose above 1.2 yuan/kg. In some parts of North China, the price of pigs rose to 1.2.5 yuan/kg, and the market production and sales still lacked the price difference!
In the southern market and southwest China, the price quoted by slaughter enterprises rose by 11.8~12.8 yuan/kg, while in East China and Central China, the price of pigs also kept rising, exceeding 1.3 yuan/kg in many places, and gradually rose by 1.3 yuan/kg in Zhejiang, Jiangsu, Fujian and Guangdong!
The price of pigs has gone up against the trend. On the one hand, there are few active slaughter plans at the stage breeding end, and the regional circulation is difficult, which also intensifies the pressure on domestic mainstream slaughter enterprises to purchase; On the other hand, the price of pigs has risen, and farmers' reluctance to sell has become stronger. The Qingming holiday and a new round of pork storage and storage of 41,111 tons are about to land, which also has emotional support for farmers! Therefore, under the support of multiple factors, domestic pig prices have risen against the trend! However, personally, the price of pigs has temporarily gone up to the sky. However, the market price of pigs will still return to the fundamentals of market purchase and sale. At this stage, the domestic pig production capacity continues to be overstocked, and the pressure of market production capacity has increased significantly. This round of pig price increase will aggravate the pace of farmers' production capacity reduction. Therefore, after mid-April, the price increase of pigs will come to an abrupt end, and the market will continue to bottom out!
early warning! On April 2, food prices were "chaotic", corn and wheat "fell miserably", but pig prices rose dramatically! What do you think of this? The above is the author's personal opinion, and the picture comes from the Internet!
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