At present, the inventory of domestic sesame seeds in various places is small, and the markets in Hunan, Hubei, Anhui and other places have stopped selling sesame seeds, while traders with a small amount of inventory in some areas are mainly to maintain old customers, and the quotation is not positive, and they are not in a hurry to sell, and the price remains firm. Some imported sesame seeds are sold in Zhumadian in Henan Province and Chizhou in Anhui Province to fill the supply gap of domestic sesame seeds. Affected by the recent high arrival cost of sesame imported at the port, traders have an obvious price mentality, and the bargaining space is smaller than in previous weeks.
As of April 9, the shipment price of sesame in Xiangyang, Hubei Province was 15,400~15,800 yuan/ton, the same as that on April 2; the purchase price of Yichang white sesame wool was 15,000~15,200 yuan/ton, and the net loading price was 15,800~16,200 yuan/ton, which was stable; the purchase price of Xiantao white sesame was 14,600 yuan/ton, and the net loading price was 15,600 yuan/ton, and the inventory in the hands of traders was less. The net price of white sesame in Chuzhou, Anhui Province is 15,400~15,700 yuan/ton, which is stable, and the purchase price of white sesame in Chizhou is 14,600 yuan/ton, the net sales price is 15,600 yuan/ton, the price of black sesame is 14,600 yuan/ton, and the sales price of a small amount of sesame from Togo is 14,900 yuan/ton, and the transaction is acceptable. The loading price of Jiangxi Gao'an black sesame through small sieve is 14,000 yuan/ton, and the shipment price of Jinxian small sieve sesame is 14,400~14,600 yuan/ton, which are stable. The purchase price of white sesame in Xinxiang, Henan Province is 15,600~15,800 yuan/ton, the shipment price of sesame for oil in Myanmar in Zhumadian area is 14,800~15,000 yuan/ton, and the sesame seed from Nigeria is 14,200 yuan/ton, all of which are stable. The net price of white sesame in Handan, Hebei Province is 15,800~16,200 yuan/ton, which is stable, and the cooked sesame in Chad in Baoding is 17,400 yuan/ton, and the cooked sesame in Mozambique is 17,400 yuan/ton, and the shipment is not fast.
Shandong Huangdao Port Ethiopia 15500 ~ 15700 yuan/ton of first-grade white sesame, 2 grade white sesame 15000 yuan/ton, stable; Sudan white sesame 15100~15300 yuan/ton, red sesame 14500 yuan/ton, not much trade; Togo white sesame 14500~14800 yuan/ton, slightly worse quality sesame 14200 yuan/ton, stable; Nigeria white sesame 13500~13800 yuan/ton, good quality 14000 yuan/ / Tons, stable; Tanzania white sesame 15000~15200 yuan/ton, mixed sesame 14300~14400 yuan/ton, stable; Mozambique white sesame 15200~15300 yuan/ton, good quality 15400 yuan/ton, stable; Pakistan sesame 13700~13900 yuan/ton, good quality 14300 yuan/ton, stable; Chadian sesame 14200~14400 yuan/ton, stable.
The first-grade white sesame produced in Ethiopia is 15500~15700 yuan/ton, the second-grade white sesame is 15300~15400 yuan/ton, which is stable, the first-grade white sesame produced in Sudan is 14800~15100 yuan/ton, the white sesame produced in Nigeria is 14300~14500 yuan/ton, and the flower sesame produced in Togo is 14200~14300 yuan/ton, all of which are stable.
In the latest week, the daily shipment of sesame in Huangdao Port was about 5,200 tons, an increase of 500 tons/day from a week ago, and the daily shipment of Tianjin Port was about 2,600 tons, an increase of 400 tons/day. The inventory of imported sesame seeds in Huangdao Port was about 153,000 tons, a decrease of 3,000 tons week-on-week, compared with 154,000 tons in the same period last year, and the inventory of imported sesame seeds in Tianjin Port was 15,500 tons, a decrease of 700 tons week-on-week, and 15,200 tons in the same period last year.
The high international shipping freight rate and the still high RMB exchange rate have led to the arrival cost of imported sesame seeds from the mainland remaining firm. The price of sesame in Ethiopia was US$2047/ton, equivalent to the duty-paid cost of 16,260 yuan/ton, up 60 yuan/ton, and the price of sesame in Sudan was US$2,029/ton, equivalent to about 16,160 yuan/ton, up 30 yuan/ton.
According to the overall analysis, the supply of domestic sesame seeds is limited, and the transaction in the mainland market has decreased, and some markets have begun to supplement with imported sesame seeds. As the May Day holiday approaches, the willingness to raise prices may be stronger, and sesame transactions may change. (The original article was published on the third page of the grain and oil market newspaper on April 11, 2024)
Source丨Grain and oil market newspaper
General Duty丨Liu Xinhuan Editor丨Congshen
