The increase in reserves has no effect, the price is still falling, is this the view and opinion of too many farmers and traders in North China, is it the same as the increase in reserves before the Spring Festival in Northeast China, the market is shouting to increase reserves, the result is that the price has plummeted, and the market is puzzled and indignant.
As a result, after the Spring Festival, there was a 180-degree change of face, after the increase in storage prices rose by 100 yuan, the market boiled again, so far people began to praise again, and then the price has been stable as an old dog-style sideways, and everyone doubts and thinks about the increase in storage: this increase in storage is to support the price, not to let you increase the price.
So, the sentiment and analysis of the market have a different understanding from time to time, but has the supply and demand of the market changed? Less or less. -- North China corn has entered the most tormenting and darkest moment: the grain harvest is full, the money is gone, and the price of bud rice has fallen.
Hello friends, today is April 11, 2024, and the medicine is sold! The medicine is sold! Do you buy corn heart pills? If there is a demand, I can supply it here at any time. Although they are optimistic about the opportunities in the future, when and where the opportunities are, everyone's hearts are filled with infinite anxiety and uneasiness.
It is rumored that the corn with 15 moisture in Jinzhou Port will be stopped soon, and the purchase of corn with 14.5 moisture will be started. Moreover, some enterprises have withdrawn ships, and corn is temporarily not out of customs, which is a fatal blow to the corn traders who currently export from the port.
The increase in reserves in Jilin is also "difficult", led by Stanley, there has been a phenomenon of buckle circles - without waiting for unloading, the front of the enterprise is full of vehicles that can be unloaded after three days, provided that there are no new vehicles behind.
What does it mean? Everyone is running for grain, rushing to sell grain, and they are afraid that the price of corn will fall again. Therefore, in the short term, the corn market is under pressure.
At the same time, let's not forget that the corn produced in our greater Xinjiang, due to the high purchase cost, has not gone out of the place for a long time, and they are still waiting for when the fire will fall, so that they can have the opportunity to enter the southwest market, and this variable, no one knows, when they will hit the corn market.
There is also a bad fatal variable: wheat, last year due to sudden rainy weather, resulting in a large number of sprouts in the harvest period, and these sprouts are about 40 million tons, in other words, if these sprouts do not enter the corn market, this year's corn is a tight situation.
Whether there will be sudden weather this year, whether there will be a large number of sprouts, God does not know. If wheat is a bumper harvest, it will be a very slow process to get wheat directly into the market for corn substitution, and we can ignore it.
On the contrary, if there is sprouts, there is a high probability that it will have a fatal impact on the market, and at that time, it will depend on whether the boss will start a large number of purchases to relieve the pressure of corn, otherwise there is really no solution.
Due to the emergence of the low point before the Spring Festival, many feed companies purchased a wave of corn in the Northeast in large quantities, but the price of imported corn is more cost-effective, resulting in a large number of imported corn, so that the corn before the Spring Festival has not been digested at this time, and the corn in North China is also constantly supplied, and these enterprises want to purchase a large number of Northeast corn in the first half of the year - no solution.
Therefore, a large amount of Shanxi and Xinjiang corn will be a stumbling block for a large number of corn in Northeast China, and when they digest it, it may be an opportunity for Northeast corn.
There is good news that the breeding in the southwest region has not been affected in the past two years, but has developed very well, and he will be an important breakthrough for corn in the future. Therefore, if the corn in the Northeast wants to fight back, it can only exchange time for space, wait, grind, rely on, there is no other way. Why?
1. The first and second brothers of the breeding group will increase the slaughter level this year, what does it mean? If the number of breeding sows can be reduced, how can they produce so many pigs? A very simple logic will break the reason for the decline in pig production capacity.
2. In the first quarter of 2024 (1~3 months), the purchase volume of soybean meal not only did not decline, but there were signs of improvement, which shows that the pigs in the pig market are not decreasing but increasing.
3. In the third quarter of last year, the number of pig sperm was more than 19 million tubes, and in the fourth quarter, it was more than 16 million tubes, and at the same time, due to biosecurity problems in October ~ November last year, some of the sows were eliminated, and most of the production capacity will be verified in the second half of 2024.
Therefore, corn is not only exported, but also demanded, but it has not yet been clearly reflected, and at the same time, it is necessary to test the personal ability of traders. For any trader friend, what you earn is the rhythm of the market, if you can't step on the rhythm, basically step on the. (Personal opinion, for reference only, does not represent correct, all nonsense)
The latest corn prices in the country on April 11, 2024
Golden corn in Xiaoxian County, Anhui Province: 1.15 yuan, 5 cents.
Shanxi Jiexiu directly under the library: the first class 2340 yuan, the second class 2320 yuan, the third class 2300 yuan, down 10 yuan.
Henan Hanyong alcohol: 1.16 yuan, 1 point.
Henan Houyuan Biology: 1.16 yuan, down 1 point.
Henan Huaxing alcohol: 1.16 yuan, down 1 point.
Henan Feitian starch: 1.125 yuan, 5 cents.
Hebei Derui starch: 1.14 yuan, down 5 cents.
河北宁晋玉锋：1.145元，落5厘。
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 Ronghai grain: 1.21 yuan, down 2 cents.
Shandong Fuyang Biological: 1.162 yuan, down 2%.
Shandong Heyang Biological: 1.167 yuan, down 2%.
山东英轩实业：1.225元，落5厘。
Shandong Hongan Food: 1.145 yuan, down 5%.
Shandong Jinhe Boyuan: 1.195 yuan, down 5%.
Shandong Weifang Shengtai Pharmaceutical: 1.17 yuan, up 5%.
Shandong Xiangchi Jianyuan Biology: 1.16 yuan. Drop 5 percent.
Shandong Linqing De Golden Corn: 1.139 yuan, down 2 percent.
Shandong Hengren Industry and Trade: 1.147 yuan, Shao Tuan Library 1.152 yuan, down 5%.
Shandong Seven Star Lemon: 1.189 yuan, down 2 cents. The first drop price.
Shandong Seven Star Lemon: 1.186 yuan, down 3 cents. The second drop price. A total of 5 cents.
Shandong Xiangrui Pharmaceutical: 14~19 moisture 1.147 yuan, 19 moisture above 1.137 yuan, 3 centi.
Shandong Fukuan Biological: 1.147 yuan below 17 moisture, 1.137 yuan above 17 moisture, 5 centi.
Shandong Chengwu land: 1.13 yuan below 20 moisture, 1.12 yuan for 20~25 moisture, 1.095 yuan above 25 moisture, 2 centi. The first drop price.
Shandong Chengwu land: 1.128 yuan below 20 moisture, 1.118 yuan for 20~25 moisture, 1.093 yuan for 25 moisture, 2 centi. The second drop price. A total of 4 percent.
Shandong Dazecheng Biological: 1.135 yuan below 20 moisture, 1.125 yuan for 20~25 moisture, 1.105 yuan above 25 moisture, 2 centi. The first drop price.
Shandong Dazecheng Biology: 1.133 yuan below 20 moisture, 1.123 yuan for 20~25 moisture, 1.103 yuan above 25 moisture, 2 centi. The second drop price. A total of 4 percent.
Inner Mongolia Yipin Biology: tide grain 2330 yuan, 20 yuan. Dry food is 2,330 yuan, and it is 20 yuan.
Liaoning Shenyang direct library: 14 water first class 2350 yuan. Commencement of acquisitions.
Liaoning Guotou Tieling: 14 water crushed corn 2000 yuan, 50 yuan.
Xiangyu, Suihua, Heilongjiang: 2270 yuan for 14 moisture dry food, 2242.8 yuan for 15 moisture, 2229.1 yuan for 15.5 moisture.
Heilongjiang Qinggang Longfeng: 14 moisture dry food 2300 yuan, 15 moisture 1.1362 yuan, 16 moisture 1.1224 yuan, up 20 yuan.
Heilongjiang Suihua Haotian: 14 moisture dry corn: 1.155 yuan, up 20 yuan. Chaoliang 14 moisture 2230 yuan, 30 moisture 0.9009 yuan.
Heilongjiang Jingliang Longjiang: 14 moisture dry food 2300 yuan, 15 moisture 2724 yuan. up $20. Tide grain 14 moisture 1.1175 yuan, 30 moisture 0.9029 yuan. up 2.5%.