Futures rise, gold 10,000 taels, futures fall, frightened, the market is ruthless, who is the master of ups and downs?—— it is difficult to pass the pass, and it is difficult to walk step by step. Looking for the dragon and dividing the gold to see the winding mountain, a heavy entanglement is a heavy pass.
Hello friends, today is April 10, 2024, Heilongjiang has deep processing, Jilin has big trees (increased reserves), only Liaoning and the port are more difficult. There are three main reasons for this:
First, after the threshing of the grain on the ground that is arrogant and arrogant at the grassroots level, this part of the grain that is temporarily placed in the drying tower can no longer wait, and immediately prepare for spring ploughing, and the land rent, seeds, fertilizers, etc. need money, and they begin to put warehouses to impact the market.
Second, there have been 11 moisture corns in Jilin, and it can be seen that the peasants are waiting and selling their grain at a loss, so now many peasant households have begun to rush to sell their grain again.
Third, the grassroots traders grabbed 17~18 moisture corn in the early stage, and now there is no way out, so they need 11~12 moisture grain for blending.
Therefore, if our peasant households in Jilin do not lose money, do not need money urgently, and do not affect normal production, they can keep their grain indefinitely and gamble. If not, you can look at the price at the end of the month, which may give you a small surprise, even if it won't go up much, but it won't make you lose money.
The trees want to be quiet and the wind does not stop, and the corn market wants to calm down, how is it possible?
1, yesterday's "grapevine": China grain reserves will increase the storage of 1.2 million tons in Shandong and North China, the North China market caused an uproar, many people still do not believe, however, Henan fired the first shot of corn storage!
Starting from today (April 10, 2024), Luohe Ruixing Agricultural Development Co., Ltd. and Henan Zhengfeng Agricultural Science and Technology Development Co., Ltd. will jointly collect and store a large amount of wool corn at the West Zhengfeng Grain Purchase and Sales Office, 100 meters north of the Wuyang exit of Ningluo Expressway.
The first batch of plans to collect and store the number of wool corn is 14,000 tons, the quality standard of wool corn purchase and storage (in terms of quality), no peculiar smell, no mildew, no heat cover fever, put an end to adulteration and counterfeiting, the purchase price of wool corn, 1.07 points, (corn moisture requirements within 14%, more than 0.5 deduction 5 cents, moisture over 15.5% refusal.) ）
Personal understanding: the purpose of storage is not to increase the price of corn, but to support the sharp decline of corn again, which is fundamental, so that the grain can be digested slowly and orderly. No matter how much it is, it is also reducing the pressure on the market to supply, so the benefits outweigh the disadvantages.
2. The second good news: Shandong Province will purchase 137,000 tons of corn in 23 years.
Entrusted by Shandong Grain and Oil Storage Co., Ltd., Shandong Plant Grain and Oil Reserve Lijin Co., Ltd., Shandong Grain Group Shandong Purchase, Sales, Storage and Transportation Co., Ltd., Shandong Grain Group Shandong Qihe National Grain Reserve Co., Ltd., and Shandong Lunan Grain and Oil Reserve Co., Ltd. of Shandong Grain and Oil Trading Center Co., Ltd. hosted this corn special bidding procurement fair.
Bidding for the purchase of 137,000 tons of domestic yellow corn (non-waxy corn) in 2023, it is strictly forbidden to mix old grain, quality standards and related requirements: bulk density≥660g/l, moisture ≤ 14.0%, impurities ≤ 1.0% (sieved and impurities), imperfect grain ≤ 8.0%, mildew ≤ 2.0%, color and odor are normal. ≤ 800 μg/kg, aflatoxin B1≤ 20 μg/kg, zearalenone ≤ 60 μg/kg.
Delivery time: from the date of transaction to June 10, 2024.
Personal understanding: the current corn price in North China or Shandong is the lowest price in the market, and the vernacular can be understood as "picking up cheap", which is also invisibly giving traders a signal: not to collect at this time, but when?
3. The third good news: the price of Taiyuan warehouse directly under Shanxi Taiyuan is adjusted
14. The first grade of moisture is 2370 yuan/ton, the second class is 2350 yuan/ton, and the third class is 2330 yuan/ton, so the purchase price does not look very high, but we look at the purchase price of each reservoir area directly under Xinzhou, Shanxi, and the price of Taiyuan reservoir is the ceiling of corn prices.
Shanxi Xinzhou directly under the library (Xiurong reservoir area): the first class 2320 yuan, the second class 2300 yuan, the third class 2280 yuan.
Shanxi Xinzhou directly under the library (Yuanping Company): the first class 2310 yuan, the second class 2290 yuan, the third class 2270 yuan.
Personal understanding: Shanxi Xinzhou directly under the library has been 4 consecutive days without price information, indicating that the price has been stable, and the price adjustment of Taiyuan directly under the library, is very simple, for the current market to do a partial correction, do not continue to drop prices, is conducive to farmers, but also conducive to the health of the market.
4. The fourth good news: it is rumored that Heilongjiang is about to increase its storage and open storage, and the price is unknown.
Personal understanding: Heilongjiang has been increasing reserves for more than half a month, and it is basically possible to stone hammers, which may be a benefit to traders in Heilongjiang.
For the above good news, everyone has a different understanding, but the editor has always been sure of one: the eldest brother has been working hard to drag the market back from the wrong route and embark on a relatively healthy road.
The increase in corn production in the 2023 quarter is an indisputable fact, but for the annual corn demand, it is also a relatively loose situation, and all signs have shown one thing: the granary of a big country, state-owned enterprises are responsible.
The role of traders has changed radically, following the traditional approach to the new market landscape, with a high probability of failure and a small probability of making money - follow the trend. (Personal opinion, for reference only, does not represent correct, all nonsense)
The latest corn prices in the country on April 10, 2024
Henan Hanyong alcohol: 1.17 yuan, down 5 cents.
Golden corn in Xiao County, Anhui Province: 1.155 yuan, 5 percent.
Ganxiao Pingliang Guowei: 14 moisture 2380 yuan, up 20 yuan.
Hebei Lihua raw materials: new and old corn 2350 yuan, down 5 cents.
Hebei Hengshui Grain: 2,300 yuan for the first, second and third grades, 2,280 yuan for the fourth class, and 10 yuan for the fourth class.
Shandong Jinhe Boyuan: 1.2 yuan, down 5%.
山东英轩实业：1.23元，落5厘。
Shandong Yishui land: 1.17 yuan, down 2 centimeters.
Shandong Fuyang Biological: 1.164 yuan, down 2%.
Shandong Heyang Biological: 1.169 yuan, down 2 cents.
Shandong Tianli Pharmaceutical: 1.169 yuan, down 2%.
山东七星柠檬：1.191元，落8厘。
Shandong Rice Energy Biotechnology: 1.155 yuan, down 8%.
Shandong (Chenming) Shouguang Meilun Paper: 1.174 yuan, down 5 percent.
Shandong Hengren Industry and Trade: 1.152 yuan, Shao Tuanku 1.157 yuan, down 5%.
Shandong Zouping Xiwang: 1.223 yuan, down 3 cents. The first drop price.
Shandong Zouping Xiwang: 1.22 yuan, down 3 cents. The second drop price. A total of 6 percent.
Shandong Ronghai grain: 1.215 yuan, down 2 cents. The first drop price.
Shandong Ronghai grain: 1.212 yuan, down 3 percent. The second drop price. A total of 5 cents.
Shandong Linqing Dejin corn: 1.144 yuan, down 2 percent. The first drop price.
Shandong Linqing De golden corn: 1.41 yuan, down 3 percent. The second drop price. A total of 5 cents.
Shandong Xiangrui Pharmaceutical: 14~19 moisture 1.15 yuan, 19 moisture above 1.14 yuan, 8 centi.
Shandong Zhonggu starch: 1.163 yuan within 18 moisture, 1.158 yuan above 18 moisture, 3 centi.
Shandong Dazecheng Biology: 1.139 yuan below 20 moisture, 1.129 yuan for 20~25 moisture, 1.109 yuan above 25 moisture, 3 centi. The first drop price.
Shandong Dazecheng Biology: 1.137 yuan below 20 moisture, 1.127 yuan for 20~25 moisture, 1.107 yuan below 25 moisture, 2 centi. The second drop price. A total of 5 cents.
Shandong Fukuan Biological: 1.157 yuan below 17 moisture, 1.147 yuan above 17 moisture, 3 centi. The first drop price.
Shandong Fukuan Biological: 1.152 yuan below 17 moisture, 1.142 yuan above 17 moisture, 5 centi. The second drop price. A total of 8 percent.
Shandong Chengwu land: 1.134 yuan below 20 moisture, 1.124 yuan for 20~25 moisture, 1.099 yuan above 25 moisture, 3 centi. The first drop price.
Shandong Chengwu land: 1.132 yuan below 20 moisture, 1.122 yuan for 20~25 moisture, 1.097 yuan above 25 moisture, 2 centi. The second drop price. A total of 5 cents.
Inner Mongolia Jinshahe starch: 2340 yuan, up 20 yuan.
Inner Mongolia Kailu Yuwang: 14 moisture dry food 2340 yuan, 15 moisture 2312 yuan, 16 moisture 2284 yuan, 10 yuan.
Jilin Fuyu COFCO Trade: 14.5 moisture 2285 yuan, up 41 yuan.
Jilin Gongzhuling COFCO: 2,280 yuan for the second class and above for the tide grain, 2,260 yuan for the third class, the price has not changed. Dry food above the third class is 2,290 yuan, and it falls 10 yuan.