First, food prices are "chaotic" and corn and wheat are "falling miserably"!
In the domestic grain market, in April, the prices of corn and wheat showed a downward trend. Among them, the price of wheat fell sharply. Due to the slow delivery of flour by grain enterprises, the demand for replenishment by downstream traders is not high. Although there is a demand for terminal stores to replenish stocks due to local regulation, for flour mills, it is still in the stage of low operating rate and low inventory, and enterprises are weak in raising prices. Recently, the auction of temporary storage wheat in China continued. The auction price of wheat also showed a continuous downward trend. Auctions have cooled down, and auctions of grain depots and basements in various places have also increased. Some farmers' mood of selling grain has loosened, and domestic wheat prices have fluctuated and fallen!
According to the latest data, among domestic wheat grain enterprises, the price of wheat in Shandong and the eastern and western regions of developed groups has dropped by 20~30 yuan/ton, and the price of developed flour plain company has dropped by 10 yuan/ton.
Wheat prices in Hebei White Elephant Wudeli, Shenzhou Wudeli and Handan Wudeli dropped by 20~30 yuan/ton! The prices of flour mills in Henan and Shaanxi are generally lowered 10~30 yuan/ton! Domestic wheat prices generally fell, and the wheat prices of many grain-using enterprises fell below 1.6 yuan/kg!
According to industry analysis, recently, the temperature in winter wheat planting areas in China is 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 providing favorable conditions for winter wheat rejuvenation. However, the late sowing date of winter wheat also weakened the occurrence of pests and diseases after the year, and the market was generally optimistic.
Poor delivery in the superimposed terminal market has certain negative factors for high-priced wheat, and sporadic cases in many places in China also cause lack of support for catering demand! Therefore, wheat prices will remain under pressure in the short term, and there is still a downward trend in the market outlook!
In the domestic corn market, due to the reasons of domestic corn producing areas, the problem of "mask" appears frequently. The quantity of corn in the main producing areas is tight, but the demand in the end market is also poor. Domestic spot corn showed a shock performance, and the operating rate of some enterprises dropped significantly. The demand for corn is mainly based on inventory consumption, and the purchase price has also shown a narrow downward trend!
According to the latest data, there are only more than 280 cars in Shandong market at present. Although the supply of corn is tight, due to the influence of regional regulation, the goods of corn deep-processed products are not good, and 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 snowfall, the supply of grass-roots corn is difficult, traders have completed warehouse construction, and the demand for deep processing is weak. In the northeast market, corn prices have stabilized in an all-round way! In North China and Shandong, the price of Guangyu starch and Derui starch enterprises in North China decreased by 6 ~ 10 yuan/ton, the price of alcohol in Baoji Fufeng and Han Yong decreased by 10 yuan/ton, and the price of Qinhuangdao Lihua increased by 20 yuan/ton! In Shandong, Shouguang Golden Corn, Leling Zhonggu, Pingyuan Fuyang, Linqing Golden Corn and Qixing Lemon enterprises reduced their prices by 10 ~ 20 yuan/ton, while Jinhe Yuan Bo's offer rose by 10 yuan/ton. Shandong corn is stable and small, and the market presents a weak shock pattern!
Second, the price of pigs has gone up!
Now in April, the food price fluctuated weakly, and the wheat and corn markets continued to fall. However, in the pig market, the pig price has risen against the trend, and the market is quite "skyrocketing"! At the end of March and the beginning of April, the domestic mainstream pig enterprises entered the "gap period" stage, and the output of large pig enterprises decreased, while the rhythm of ordinary farmers was blocked. The problem of masks in many places restricts the circulation of pig sources at the grass-roots level, and many slaughterhouses in China are caught in a difficult situation of collecting pigs. However, the wholesale market is affected by transaction uncertainty, and the demand side in some areas has obviously improved, which has also aggravated the price increase of white pigs in the domestic wholesale market, and the slaughterhouse's sentiment of raising prices and collecting pigs has increased sharply.
The data shows that on April 2, the average price of lean pigs in the north and south markets of the country remained at 12.59 yuan/kg, and the average price of live pigs continued to rise for four consecutive days. Pig prices in the north and south regions are generally on the rise. Among them, the price in Northeast China soared by about 1 1.7 yuan/kg, while the price of pigs in many places in North China was high. The price of pigs in the northern market has risen to more than 12 yuan/kg, while the price of pigs in some parts of North China has soared to 12.5 yuan/kg, and there is still no difference between market production and sales!
The quotation of slaughter enterprises in the southern market and southwest China soared 1 1.8 ~ 12.8 yuan/kg, while the pig prices in East China and Central China also kept rising, and the pig prices in many places rose 13 yuan/kg. In Zhejiang, Jiangsu, Fujian, Guangdong and other places, the price of live pigs has gradually skyrocketed by 65,438 yuan.
Pig prices rose against the trend. On the one hand, there are few active slaughter plans in the breeding stage, and regional circulation is difficult, which also increases the purchasing pressure of domestic mainstream slaughter enterprises; On the other hand, the price of pigs has risen, and farmers are more reluctant to sell. The Qingming holiday and a new round of pork storage and storage of 40,000 tons are about to land, which also has emotional support for farmers! Therefore, with the support of multiple factors, domestic pig prices have risen against the trend! However, personally, the price of pigs has temporarily risen to heaven. But the pig price market 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 market production capacity pressure is obviously increased. This round of pig price increase will intensify the pace of farmers' capacity reduction. Therefore, after mid-April, the rise in pig prices will come to an abrupt end and the market will continue to bottom out!
Warning! On April 2, food prices were "chaotic", corn and wheat "fell miserably", but pig prices rose sharply! What do you think of this? The above is the author's personal opinion, and the pictures are from the Internet!
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