Follow daily grains and oils to understand the frontline dynamics.
1. Farmers are reluctant to sell grain, and corn prices continue to rise.
Today, domestic corn prices continue to maintain a wide range of higher trends.
Judging from the first-line news, although the purchase prices of Suihua, Bei'an and Fujin Xiangyu have been slightly reduced this morning, the purchase prices of enterprises including Boda Biochemical and COFCO Yushu are still in an upward trend. And the latest data show that Jilin fuel ethanol was raised to 2530 yuan / ton, SDIC Tieling 2490 yuan / ton, Jilin Tiancheng 2510 yuan / ton.
Reports from CCTV on the northeast production area also show that with the current high price of corn, many farmers have raised the psychological price of corn to a super high position of 1.4-1.5 yuan again, believing that dry grains will reach this goal in the next year. Official data also show that as of November 25, all kinds of grain enterprises in the main production areas have purchased a total of 18.94 million tons of corn, compared with about 30 million tons in the same period last year.
2. The auction of national reserves, which has not been resumed for a long time, has become one of the main regulatory means to curb the rise of wheat.
Today's domestic wheat prices are stable and strong, Shandong, Hebei, Henan a number of milling enterprises raised the purchase price, the range of 0.5-1 points, a new round of rising market opened.
Among them, Henan Yudong 1.42 yuan, up 5%, Hualong Farm 1.42 yuan, up 5%, Hebei Jinshahe 1.425 yuan / jin, up 1.3 points; Handan Ruima noodle industry 1.42 yuan / jin, up 1 point; Jiangsu Huasheng flour 1.435 yuan / jin, up 5% ; Wudeli Xinxiang 1.438 yuan / jin, Shangqiu 1.425 yuan / jin, Qingdao 1.425 yuan / jin, Baixiang 1.43 yuan / jin, Shenzhou 1.425 yuan / jin, Dongming 1.43 yuan / jin.
Recent news about wheat has been less optimistic. First, the national reserve inventory that has not been auctioned for a long time, although it seems to be huge, is already the largest amount that can be supplied; the second is that the international market as a whole shows a high price trend in the context of inflation; third, the production of domestic wheat is still facing many unfavorable factors, and north China has cooled down in a large area this week.
3. Pig prices returned to a downward trend, and Hunan launched the purchase of local reserves of rice.
Let's first take a look at the pork market, which is of great concern to consumers. A wave of sustained increases since October has brought pork prices back above ten yuan in many places, but the latest data show that since entering late November, hog prices have fallen again.
At present, the province with the highest average price of pigs is Guangdong, reported at 9.6 yuan / catty, and the lowest in Jilin, with an average price of 8.07 yuan / catty.
Coupled with the high price of corn and other feeds, not only small and medium-sized enterprises have suffered losses, but also some large breeding enterprises have serious losses. In the first three quarters of this year, Zhenghong Technology's net profit loss was about 221 million yuan, and the company is currently selling real estate, hoping to effectively revitalize the company's existing assets and withdraw funds.
The downturn in the breeding industry also reflects the current pig inventory problem from the side. In addition, the pig "ban" was officially implemented today, and the six provinces and cities of Shanghai, Jiangsu, Zhejiang, Anhui, Shandong and Henan will gradually restrict the transfer of live pigs.
In the rice market, although Hunan has launched a preliminary plan for the purchase of rice in the city, on November 27, the province announced the full launch of the local temporary storage and purchase of medium and late rice to prevent farmers from selling grain.
In other aspects, following the reduction of grain freight rates in Northeast China in November, the public railway transportation and trade network released information showing that in December, the freight rates of grain, soybeans, brown rice and rice in Northeast China were reduced by 2% to 48.9%, and the prices of containers such as corn and rice were reduced by 33%-60%.