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Market analysis: pigs and sheep "shock", corn local "rise"! What's next?

author:Three agricultural affairs exploration

After the year of the tiger, the breeding industry ushered in the "cold winter" of the market, pig prices are also falling step by step, and recently the entire market, sheep prices are weak, egg prices "broke 4 into 3", pigs are also "deepening losses", the chicken industry is in the "cost line" hovering, for the current breeding a "cold wave", what has the market experienced? How will the subsequent market change?

1. Pig price has entered the "5 yuan" era

From the beginning of entering to February, the pig market has been in a "downward trend", and the momentum of the decline has not been seen, and recently the National Development and Reform Commission has also issued a pig price into the "2-level warning" ranks, but this has not stopped eating big changes, and the market price has fallen again and again. From the perspective of the scope of the decline, the price of 25 provinces in the country has fallen, and the scope of the decline is still continuing. From the perspective of the decline, the single-day decline reached a maximum of 0.5 yuan, and the overall Boaga was 6.6 yuan per catty, and the price in some areas has fallen into the "5 characters" era.

Market analysis: pigs and sheep "shock", corn local "rise"! What's next?

For the subsequent pig price can fall into the 5 yuan mark, can the 6 yuan mark be held? For the main reasons for the decline in pig prices are the following points: First, the current pig market storage is relatively large, market consumption into the off-season, and then, the current pork stock is more, coupled with the impact of epidemic factors, pig prices are a bit difficult to fall, for the future market, personally believe that under the influence of the current epidemic, in the first half of 2022, the price remains in a certain price range, and the market rise after June is difficult to maintain.

2, the overall sheep price market is weak

Recent changes in the sheep market price, according to the market understanding, the current sheep market price is still at a high price, you know, in 2015 to 2017 the price of sheep has fallen to a few dollars, farmers are in a state of loss, until 2018, sheep prices began to rise all the way, as of 2021 sheep prices rose to 17 yuan per catty, and even in some areas the price of sheep exceeded 20 yuan per catty.

Market analysis: pigs and sheep "shock", corn local "rise"! What's next?

Because, the price of sheep breeds in different places, there are also certain differences in prices, of which the price of sheep in Shandong is 20.5 yuan per catty, down 2.38%, and the price in Shandong Liangshan is 23.74 yuan per catty, down 0.52%. The overall sheep price is weak to a certain extent, mainly because of the following reasons: according to the impact of "cyclicality", the sheep price should have been affected to a certain extent, and the overall trend of cattle prices is weak. Secondly, the impact of market consumption has led to a decline in sheep prices, market consumption is in the off-season, which eventually leads to market consumption not being able to keep up, and sheep prices eventually declining. Finally, it is currently in the late Spring Festival, under the influence of the festival, the stock rate of the market purchase of New Year goods is large, and the New Year goods effect leads to less meat consumption.

3, the corn market "slightly up"

For the corn market, the current market situation is also self-evident, in the case of the willingness of the purchase and sale of the enterprise market at both ends is not strong, the number of continuous cars gradually increased, corn showed a continuous decline, but the corn market once again with processing enterprises and traders presented a certain price war, especially in recent days to reduce the number of vehicles, as of today's number of cars only maintained at about 260 units.

Market analysis: pigs and sheep "shock", corn local "rise"! What's next?

From the overall price point of view, the increase in about 0.5 to 1 cent, the price in Shandong region remained at about 1.34 to 1.38 yuan, although the price of corn in Shandong rose, but the price in Henan and Heilongjiang areas showed a certain downward adjustment, the price also maintained at 1.32 to 1.37 yuan per catty.

The current rise in corn prices in Shandong is mainly due to market fluctuations, from the current corn market, the current is still in a stable period, for the inflection point of continuous rise has not yet come, after all, the current nearly 35% of the corn is still in the hands of farmers, and some traders still have a certain amount in their hands, the strength of the price increase in the short term is difficult to support, but it is worth noting that in March corn prices may usher in a certain price "rise", how big is the subsequent price increase, The following points are also needed: First, corn will be used as a staple food for feed processing, and from the current formula of feed enterprises, wheat has fallen from 70% to less than 10%, and corn has returned to feed processing. Secondly, the current planting costs are also continuing, especially the price of fertilizers and ground rent, which has led to an increase in planting costs, supported by production costs, and corn prices have been supported to a certain extent.

Finally, under the influence of the epidemic and natural disasters, the current international food prices are at a high level in the past 10 years, which has played a certain supporting role for domestic food prices.

Based on the above analysis, pigs and corn are commodities, and there will always be certain "shocks and ups" in the market, pigs "plummeting", sheep price "crisis", corn rise are a microcosm of the market situation, and there will be certain opportunities and challenges in the follow-up market.

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