April is about to enter the middle term, in terms of domestic agricultural products, recently, a variety of agricultural product price fluctuations, among them, the pig market, pig prices stopped "three consecutive rises", the price of a slight decline in the trend, the north and south of the country "a green", the market is under pressure. In the soybean meal market, although the market bearish outlook is strong, however, the phased bottom support still exists, and soybean meal shows a contrarian upward trend. In terms of ginger, ginger "tail" strengthened, and the price still has a chance to rebound further! So, what happened to the market?
Pig aspect: According to the data of the institution, today's three-yuan pig price was 15.2 yuan, down 0.05 yuan, and the pig price showed a trend of "rising into falling". The domestic market has increased significantly, most of the north, East China, Central China and southwest China, pig prices are "green", and the mainstream slaughtering enterprises are about 0.05~0.2 yuan/kg, the market sentiment has deteriorated, and pig prices are still at risk of landslides!
At present, the factors supporting the weakening of pig prices, mainly due to the lack of consumption commitment, after all, the post-holiday consumption inertia deteriorated, and by the warmer weather, pork consumption is in the seasonal off-season, superimposed, alternative eggs, poultry prices are low, beef and mutton prices have also declined to varying degrees, which is further negative for fresh pork consumption. In terms of frozen pork, the domestic shipment of frozen products is not smooth, and the inventory of frozen pork is high, which also inhibits the shipment of fresh pork, and the performance of pork consumption restricting pig prices is more prominent!
Of course, in addition, the change in the rhythm of slaughter at the breeding end, which also affected the sentiment of the market, from the grassroots feedback, the north and south regions, large factories and retail pig farms have concentrated on the phenomenon of selling pigs, the market is relatively positive when the bag is slaughtered, the pressure of the lack of pigs in the slaughterhouse has been sharply reduced, the procurement is relatively smooth, and the pressure of losses has a certain price to collect pigs!
Regarding the prospect of pig prices, I personally believe that in April, pig prices were mainly shocked, in mid-April, the news was weak, and the price was mainly fluctuating downward, but in the second half of the year, supported by the festive atmosphere, the slaughterhouse started actively before the holiday, and the price may have a slight rebound in support;
Soybean meal: Recently, soybean meal spot pressure fell, a few days ago, soybean meal cumulative decline of more than 300 yuan / ton, the market for soybean meal prospects are more pessimistic!
On the one hand, the soybean harvest progress in South America has accelerated, and the scale of soybean exports has continued to increase, which has also inhibited the level of soybean exports produced in the United States, and exacerbated the weak trend of the international soybean market;
However, due to the current stage of imported soybeans into the port has not been realized, domestic oil mills soybean and soybean meal inventory continues to consume, some oil mills by the supply of raw materials still have a certain shutdown, soybean meal supply status is relatively tight!
Therefore, in the short term, the soybean meal market will still be dominated by shocks, from the analysis of institutional data, at present, the domestic coastal aspects of Shandong, Jiangsu, Guangdong and Tianjin, oil mills soybean meal quotation in 3330 ~ 3370 yuan / ton, some oil mills quotation rose 10 ~ 30 yuan / ton!
Ginger market: After the Spring Festival, in the mainstream ginger producing areas in China, traders and channels have centralized purchase of ginger for storage operations, cold storage in various production areas is generally open, ginger purchase and sales heat increases, and the price is gradually stronger! In some producing areas of Anqiu, the average price of mud ginger rose to 3.86 yuan per catty, an increase of about 1.4 yuan compared with the beginning of March, an increase of more than 57%.
This time, the ginger market has strengthened sharply, mainly due to the high demand for traders to take the initiative to stock up, superimposed, and the market has a certain demand for stocking before the Qingming Festival, which has led to the rebound of purchase and sales enthusiasm. The planting in the production area is busy in spring, and the supply of ginger in the market is relatively small, which also drives the bullish mentality of the market.
However, as farmers are busy with the spring, the pace of grassroots shipments is accelerated, superimposed, last year's ginger production capacity increased, the supply pattern gradually improved, and the high price of ginger will also limit the terminal acceptance, rationally, the ginger market has the pressure to rise and fall, and the market lacks the support of a sustained rebound!
On April 9, the pig price was "green", soybean meal rose against the trend, and ginger "cocked" strengthened.