So what's going on in the market? How is the next market interpreted? The following discussion focuses on the market situation of these commodities:
One, hog prices have been pulling back, the short-term market is hardly optimistic
Recently, although the price of hogs has repeatedly appeared to rise and fall oscillations, but the overall feeling is that the average price of the development of a small downward movement, the national average price of the three yuan of hogs 10.75 yuan / catty, down 0.08 yuan compared with yesterday.
From the point of view of today's national market hog prices, as many as 21 provinces fell, down more than 20 cents in five provinces, respectively: Beijing, Tianjin, two markets fell 0.1-0.2 yuan / catty, the mainstream price of 10.5-10.8 yuan / catty; Anhui fell 0.2 yuan, 10.4 -10.6 yuan/catty; Jiangsu fell 0.3 yuan, 10.4-10.6 yuan/catty; Xinjiang fell 0.1-0.2 yuan, 9.9-10.2 yuan/catty, in the national price low.
From the current market situation, the market is in a rise and fall under the situation of divergence:
On the one hand, the current price of pigs, although not high, but the price of pork is generally high some, pig prices more than 10 yuan, while the price of pork around the world is as high as 16-20 yuan / catty, the people of the price of this price is somewhat unrecognized, according to some residents to reflect
Now the price of meat has risen, buy meat less, even if you buy meat, the number is not much.
Because of the decline in end consumption, slaughtering enterprises to purchase hogs, processing production will be affected.
At the same time, the large hogs of the previous pressure pen are now in the pen one after another, and some large hog enterprises are orderly out of the pen to protect should be the case, but also increase the resistance to the rise of hog prices.
On the other hand, from the seasonal point of view, will soon enter the fall, the weather becomes cooler, the rigid consumption of pork will rise; coupled with the recent promotion of the feast, as well as the Mid-Autumn Festival is getting closer and closer to the price of hogs will constitute a good.
From the above two aspects of the analysis, the next August hog market, the big rise is difficult, the big fall is difficult, so the probability will be a pattern of oscillation lateral development, I think that the beginning of the second half of August, the price of hogs or will enter a rebound in the market.
Two, sheep prices as low as the cost line, warming up will take time
Since the beginning of 2022, the sheep market trend is not good, step by step downward, a lot of sheep friends feel under pressure, on the current price of 12-15 yuan, to get it right, a sheep can earn a hundred and eighty, not even the cost is not enough.
According to industry analysts, leading to this year's sheep price shock downturn is mainly due to three reasons:
One is that in the past few years, more and more sheep, by the domestic and foreign economic impact.
Some people go out to work, business difficulties in making money, see sheep quite profitable, there are some people into the sheep market, resulting in the current national sheep inventory continues to rise.
Statistics show that the national sheep stock in 2018 297.14 million heads, 2019 300.72 million heads, 2020 306.55 million heads, 2021 319.69 million heads, a net increase of 22.55 million heads in three years.
Faced with a large increase in sheep stock, market demand has hardly changed much, so falling sheep prices are the only option.
The second is that although sheep prices are in the doldrums, lamb prices are still high.
People who like to eat lamb may feel that the current price of lamb and the beginning of the year when the price difference, regardless of the price of sheep is only 12, 3 yuan a catty, but the lamb should be more than 30 a catty or more than 30, more than 40 or more than 40, did not drop at all.
Here are the monitoring data from the Ministry of Agriculture and Rural Affairs: the average price of pork in the national wholesale market for agricultural products was 28.98 yuan per kilogram, down 0.3 percent from yesterday; beef was 76.70 yuan per kilogram, down 0.3 percent from yesterday; and mutton was 67.06 yuan per kilogram, down 0.3 percent from yesterday.
This is only the wholesale price, if you add the retailer's profit of 3-5 yuan, then the average price of mutton a catty also rose to 40 yuan.
It is due to the high price of mutton, resulting in a lack of end consumption, the price of sheep also constitute a certain negative impact.
Third, the first half of the year is the traditional off-season for lamb consumption.
The 3-7 months of each year is the off-season for lamb consumption, the pulling power of sheep prices is not strong, so it is not difficult to understand the lower price of sheep.
On the market, I think, from the market supply and demand situation analysis, due to the sheep price is not good, from May, June, has been some farmers began to reduce the stockpile, or clearing out, so that the overall supply is expected to decline, superimposed on the August after the traditional peak season of lamb consumption, coupled with the increase in a variety of festivals, the consumption of lamb will rise, the pulling power of the price of sheep will be strengthened, so the probability of the second half of the sheep price will be increased. So the second half of the probability of sheep prices will have a shock rebound market.
Three, grain prices bearish, the market is still optimistic
In recent days, corn, wheat and other grain market trend is generally poor, there is a wide range of down market.
Shandong region, there are 12 corn enterprises down 0.3-1.3 points, the mainstream offer of corn in Shandong fell to 1.380-1.472 yuan / kg between; North China and Northeast China, there are also nearly 7, 8 enterprises down, down 0.5-0.8 points / kg; wheat The market is also down in many places, the rate of decline ranging from 0.2-1.0 cents.
Industry analysts analyze the main factors that led to the recent decline in grain prices, there are three main factors:
One is the negative factors, the successful export of Ukrainian grain, the market atmosphere has a certain impact.
The second is the placement of directed rice, in the feed side of the number of corn and wheat consumption will be affected.
Third, the mindset of traders is unstable, in the face of the current situation, the impact of some negative information, on the un corn, wheat market bearish atmosphere, shipping willingness to rise.
In my personal opinion, we do not have to worry too much about the grain market prices, because:
One is that the current corn prices have been at a stage of low, continue to fall sharply without a few possible.
The second is that some of the corn producing areas this year, some disastrous weather, the corn yield will also have some impact.
Third, the second half of the year is an important time of consumption, the impact of the grain market price is also on the positive.
So, in my personal opinion, the aftermath of the wheat market can hardly be said to be much optimism, but in terms of the current corn prices, a wave of rebound is the probability of events.
Four, oil prices "four consecutive days down", 15 rounds of oil prices down the probability of increasing
As a result of the first half of this year's oil prices have risen consecutively, we drove a big increase in the pressure on fuel consumption, compared with the same period last year, in June when the highest oil prices, fill a box of 50 liters of gasoline, 92 gasoline rose to 9.7, 8 cents a liter, the price of gasoline. The price of gasoline has risen to 9.7 or 8 cents a liter, costing more than 100 dollars more.
In the midst of all the anticipation, oil prices have seen a "3 consecutive drops" trend, which can be said to have saved about 40 dollars on a tank of gas.
Today is the next August 9 before the 15th round of oil price cuts, as the oil price adjustment based on the 8th working day, has just come from the market good news, the oil price cut 93 yuan / ton today, plus the first 3 working days respectively 51 yuan / ton, 41 yuan / ton, 52 yuan / ton, 4 days cumulative down 238 yuan / ton, the first 4 days of the cumulative statistics, the current oil price cuts 0.99%, the expected decline of 48 yuan / ton.
While it did not reach the standard of adjusting 50 yuan, in a state of stranded, but only 2 yuan from the downward adjustment, the resulting analysis, if the next remaining 2 working days, the price of oil as long as there is a slight decline in oil prices, will touch the downward mechanism, the 15th round of oil price cuts at 24:00 on August 9 will become a reality.
While oil prices have fallen for four consecutive days in four, domestic oil prices are still implementing the July 26 price adjustment standard, with the mainstream price of domestic No. 92 oil and gasoline still around 8.50 yuan per liter, and the mainstream offer of No. 95 gasoline still between 9.02 and 9.30 yuan per liter.
The following is the specific offer:
Friends, on August 9, oil prices jumped, or meet the "4 consecutive falls"! Pig prices, sheep prices, grain prices are falling, what do you think? The price of oil is still going up, but the price of oil is still going up. Welcome to express your views for everyone's reference.