So what happened in the market? What is the market trend of pigs, pork, eggs and garlic? The specific analysis is coming!
First, the price of pigs is higher, and the price of meat is rising!
According to the analysis of pig price data, at present, the price of ternary live pigs at home and abroad has risen to 8.8 1 yuan/kg, and the market has shown a sharp upward trend. The pig price has increased by 0.5 yuan/kg compared with the previous day. Pig prices in the northern region have risen in an all-round way and entered the "8 yuan era", while pig prices in the southern market have risen in succession and entered the "9 yuan era"!
This round of pig prices has stopped falling and rebounded. The key lies in the rising bullish sentiment in the market. At the end of the month, with the reduction of slaughter plans of pig enterprises in the group, the price control of large pig enterprises has increased, the bullish sentiment of retail pig farms has become stronger, and the circulation of pigs in society has decreased. Domestic slaughter enterprises in the north and south are facing severe difficulties in collecting pigs! In the consumer market, with the approach of the New Year holiday, some markets have raised their expectations for consumption. Many slaughter enterprises have the performance of cutting standard pigs into storage, and the downstream market also has a certain demand for stocking. The operating rate of slaughter enterprises has increased, and the enthusiasm for raising prices and collecting pigs is stronger!
Therefore, based on the long-short game of the market, the price of pigs has increased significantly. However, personally, due to the lack of consumer support and demand boost at this stage, the farming side still has the enthusiasm to go out on rallies. Therefore, the rise of pig price is not once and for all, and the market shows a trend of high before and low after, especially in the northern region, the pig price will fall first, and the market will recognize the price.
In the domestic pork market, according to official news, as of 26th, the average wholesale price of pork in the national agricultural products wholesale market remained at 26.32 yuan/kg. Last week, the average wholesale price of pork in the agricultural market was 28.65 yuan/kg, down 6.7% from the previous month, but the year-on-year increase remained at 18.9%! The decline of pork price is not complete, and the key to limit the decline of pork price is to control the quantity and protect the price in the terminal market. The overall demand for pork in some wholesale vendors and terminal markets is weak, and the dealers are strongly depressed. The market shows the performance of "making big profits and selling less", which also intensifies the firmness of meat prices in the terminal market!
In the author's hometown of southwest Shandong, the price of ordinary pork in the rural market is still around 15 yuan/kg at this stage. Due to this round of pig price increase, the terminal market price rose strongly. The price of meat is expected to rise further. However, due to the pressure of the pig market, the rebound space of pig prices is limited, and the price of meat will also maintain a sideways fluctuation trend!
Second, the price of eggs suddenly "fell badly"!
At the end of 65438+February, the domestic pig market, the price of pigs quietly rose, but in the egg market, the price of eggs suddenly "fell miserably"! Due to the bleak performance of downstream demand, the breeding end was forced to accumulate inventory, and the price of eggs fell. The average price of eggs in the production and marketing market generally fell below 4.5 yuan/kg, and the average price of eggs in the production market fell to about 4.36 yuan/kg!
Judging from the domestic regional quotations, at present, the price of eggs in the northern market, Beijing, Tianjin and Beijing wholesale markets has dropped to 4.3 1 yuan/kg, and that in Tianjin market is 4.02 yuan/kg.
The prices of mainstream eggs in Hebei, Tangshan, Chengde and Zhangjiakou dropped to 4-4.1yuan/kg, and the quotations in Handan, Hengshui and Xingtai dropped to about 3.9 yuan/kg.
The price of eggs in Shandong and mainstream areas remained at 4. 1~4.5 yuan/kg, while Qingdao quoted 4.5 yuan and Jinan, and the price dropped to 4. 17 yuan/kg.
The price of eggs in most parts of Henan Province is maintained at around 4.35~4.4 yuan/kg.
In the southern market, at present, in Shanghai, the price of eggs in the egg sales area is maintained at 4.7 yuan/kg, while the price of eggs in the mainstream market in Jiangsu is maintained at 4.4~4.7 yuan/kg. In Guangdong, the price of eggs hovers around 4.4 yuan/Jin!
In the domestic production and marketing market, the price of eggs has "fallen miserably". According to institutional data, at present, the cost of breeding eggs is about 4.35 yuan/kg. At this stage, the price of eggs is about to fall below the cost price! The key to the sharp drop in egg prices is that, on the one hand, the demand-side transaction is bleak, affected by the follow-up factors of mask problems, the supply of e-commerce is not smooth, food factories are shut down, and the enthusiasm for replenishing stocks is high, while residents' hoarding sentiment is weak, the wholesale market is sparsely populated, and the follow-up of terminal consumption is not smooth; On the other hand, the phenomenon of accumulation and storage at the breeding end rebounded. Due to the recovery of egg production capacity, the pace of elimination of old chickens slowed down and overlapped, and the demand was weak. Egg stocks in all aspects of production and marketing continue to increase, and the risk of selling pressure at the breeding end increases sharply!
Third, the garlic price roller coaster!
For a long time, the price of garlic fluctuated weakly after the warehouse was closed. However, in June 165438+ 10, garlic prices on domestic trading platforms showed signs of rebound. After the middle and late February of June 12, the price of garlic on the online trading platform continued to rise. According to institutional data, on June 13, June 15 and June 15, the price of garlic on the online trading platform continued to rise and fall, but on June 19, the price fell, and the roller coaster-like market also made people in the industry puzzled!
However, from the current market point of view, the settlement price of the main garlic 2308 contract remains at 4668 yuan/ton, which is obviously different from the higher offline transaction. At present, the transaction price of Shandong Jinxiang hybrid red garlic is maintained at 3840 yuan/ton, and the basis has reached 828 yuan/ton!
The basis of garlic has greatly expanded, which has also aggravated the bullish sentiment in the wholesale market. Recently, the trend of domestic spot garlic is stable, and the price continues to run strongly. In terms of the price of garlic and garlic slices, it has also performed strongly recently. Among them, the mainstream price of garlic is 2.26 yuan/kg, and the price has increased by nearly 2.6% in a week. The key to the price increase of garlic lies in the high price of raw materials. Judging from the performance of the consumer market,
The price of pigs has gone up, the price of meat has gone up, the price of eggs has suddenly fallen, and the price of garlic has been on a roller coaster. What's going on? What do you think of this? The above is the author's personal opinion, and the pictures are from the Internet!