Shandong deep processing since the Spring Festival, it has maintained a few hundred units in the morning for a few days, basically maintaining more than 1,000 units. Although the price is constantly adjusting and falling, there is a phenomenon: the company has not stopped making acquisitions, what does it mean?
It shows that the enterprises are in full capacity production and processing, that the enterprises have maintained the trend of not refusing to come, but also that North China is a bumper harvest, and that traders are in a panic and pessimistic psychology.
If we look at it from another angle, isn't it very good that a very optimistic market has formed in North China at the moment in which both purchases and sales are booming? Most people are "wailing all over the field," but they turn a blind eye to this phenomenon because their profits have been compressed or they have lost money.
It can also be seen that part of the good corn without toxins in North China has been digested by feed and breeding, and part of it has been stored by traders, and the remaining unqualified corn has been "stuffed" into deep processing.
The demand is not good, where is the demand bad, and the demand has been good.
It's just that everyone turns the quality of demand into the bad demand defined by whether you make money or not. In other words, if you sell at a loss, there will definitely be people rushing to buy, which is not raising the bar, it is a question of supporting demand, not a matter of profit.
The current big price drop in North China, the current misery in North China, and the current rapid circulation are laying a solid foundation for the joy of the future.
What pushes backwards, what pushes forward, pushes back and forth are emotions, what this analysis, that analysis, seems to be essentially a game of supply and demand, but in essence it is a transformation of emotions.
When you can't see profits, in other words, you can't see floating profits, you will think that demand is not good, and emotions will induce you to quickly flee and sell grain, and after forming a consistency, the price will fall.
When a certain factor is ignited, the mood will make your supply of the magnitude smaller than the magnitude of demand, forcing the main body of grain to increase the price, it will think that the demand is improving, and then the price will rise.
Has the real demand changed? No, it has always been, and you can see that this is the market.
There is also good news for the North China market:
(1) The first batch of planned storage of wool corn in Henan is 14,000 tons, and the purchase price is 1.07 yuan;
(2) On April 11, Shanxi China Grain Reserve Branch began to purchase corn from Hebei, Anhui, Henan, Shanxi and other places;
(3) On April 16, Shandong Provincial Reserve will purchase 137,000 tons of corn for 23 years.
(4) Shanxi Xinzhou directly under the library (Yuanping Branch), which has not fallen for many days, suddenly rose by 30 yuan, and the purchase price was 2,340 yuan for the first class, 2,320 yuan for the second class, and 2,300 yuan for the third class.
At this time, some self-media took out the old news "800 years ago" to hype: Ukraine will export 1 million tons of corn to China between April and May. to win eyeballs, which is helpless and ridiculous.
If you don't know the truth: you will definitely have to take it out again to hype it up and create a topic for the market. Because of this incident, the editor reported on March 20, and the truth is:
These Ukrainian corn import orders are being cancelled. Chinese buyers canceled imports of four to five shipments of Ukrainian corn, the sources said. The corn was originally scheduled to arrive in China in the second quarter (April to June), and there is a possibility that more corn orders from Europe will be cancelled in the future.
So, the Internet is a good thing, but the Internet also makes people fall into a bigger "trap", taking advantage of the information gap to get traffic, which is a bit shameless. This is not a criticism, I hope everyone's brain grows on the neck, not on the heels.
Hello friends, today is April 12, 2024, a game of chess in the country, whether you are a chess master or a stinky chess basket, you are in it. More than 200,000 tons of grain in Jinzhou Port was directly returned from the south, and I don't know what "moths" happened?
The Northeast port was a headache by the grassroots grain seller, and he didn't want to take the initiative to drop the price, after all, he had a large amount of inventory in his hands, but when the increase in the magnitude of the car, he could only passively drop the price. Even if the price does not fall, it will be darkened, and like picking a daughter-in-law, various "indicators" will start again.
The circle of friends is full of information about the price, the market is full of the sound of the price, all kinds of pressure is coming, and the corn is going to be the big brother of the orangutan again?—— baboon?
In particular, the decline in the price of corn in North China, traders in Northeast China have produced a consistent pessimism, everyone is coerced, and can not see the overall change - the lower the price of corn in North China, the deeper the fall, proving that the grassroots grain merchants have less grain, indicating that they are actively selling grain, which is a very positive signal.
Only when they rush to sell will it be conducive to the magnitude and height of the future rise of corn in Northeast China. Otherwise, if they don't take the initiative to surrender, it will be even more difficult for the corn in the Northeast to rise in the future.
With such a change in thinking, did it suddenly become clearer? Although there are still many difficulties at present, there is still hope. Victory won't be as easy as a dandelion on a hillside, but believe that there is always something good in the world that is worth our all. - It's a bit of chicken soup!
The Northeast port will definitely drop the price in the next two days, and it will definitely complete the conversion of 14.5 moisture corn before May, but looking at Jilin and Heilongjiang, there is still hope for corn.
Jilin: The price of increasing the purchase of reserves has begun to increase again, Jilin Baishan directly under the warehouse: the first class 14 moisture 2340 yuan, 14.5 moisture 2325.96 yuan, the second class 14 moisture 2320 yuan, 14.5 moisture 2306.08 yuan; Jilin Siping directly under the reservoir Beishan Branch: the first class 14 moisture 2340 yuan, up 20 yuan; Jilin Siping directly under the Kuguojiadian Branch: the first class 14 moisture 2330 yuan.
Heilongjiang: Xiangyu and deep processing have been rising prices in recent days, and Bei'an Xiangyu, which is as stable as an old dog, has also frequently adjusted the purchase price of corn in recent days. Dry food 14 moisture 2230 yuan, 14.5 moisture 2216.6 yuan, 15 moisture 2203.2 yuan. 15.5 moisture 2189.8 yuan. up $20.
Since the end of the temporary storage era, the big brother has never really protected the corn, and since last year, the three-year plan to increase the storage of 20 million tons has begun, for the total annual corn production, 20 million tons seems like a drop in the ocean, but the significance behind this is very significant.
They are "moisturizing things silently" to reduce the pressure on the market, not to hold up the high price, but to support the market, whether traders and farmers can sell into it, that is a personal problem. Big Brother thinks about the market as a whole, not you as an individual.
Different angles, different colors, different positions, and different understandings of events are also different.
So, what's the panic, in 20 days, the corn will set sail again! Don't believe it? We'll see!
The latest corn prices in the country on April 12, 2024
Henan Houyuan Biological: 1.15 yuan, 1 point.
Henan Huaxing alcohol: 1.15 yuan, 1 point.
Henan Hanyong alcohol: 1.15 yuan, 1 point.
Anhui COFCO Biochemical: 2250 yuan, 30 yuan.
Hebei Hengshui Grain: 2,295 yuan for the first, second and third grades, 2,275 yuan for the fourth class, and 5 yuan for the fourth class.
Hebei Guangyu starch: net weight≥ 20 tons, 1.16 yuan, net weight≤ 1.15 yuan, down 5 cents.
Shanxi Xinzhou directly under the library (Yuanping Branch): the first class 2340 yuan, the second class 2320 yuan, the third class 2300 yuan, up 30 yuan.
Shandong Zhuchengyuan: 1.177 yuan, down 2 cents.
Shandong Rice Energy Biology: 1.15 yuan, down 5 cents.
山东七星柠檬：1.184元，落2厘。
Shandong Xiangchi Jianyuan: 1.555 yuan, down 5 cents.
Shandong Fuyang Biological: 1.159 yuan, down 3 cents.
Shandong Heyang Biological: 1.164 yuan, down 3 percent.
Shandong Yishui land: 1.167 yuan, down 3 cents.
Shandong Baolingbao Biological: 1.152 yuan, down 4%.
Shandong Zhucheng Xingmao: 1.18 yuan, 1.19 yuan in Guyuku, 3 cents.
Shandong Hengren Industry and Trade: 1.145 yuan, Shao Tuan Library 1.15 yuan, down 2 cents.
Shandong Xiangrui Pharmaceutical: 14~19 moisture 1.139 yuan, 19 moisture above 1.129 yuan, 8 centi.
Shandong Dazecheng Biology: 1.13 yuan below 20 moisture, 1.12 yuan for 20~25 moisture, 1.1 yuan above 25 moisture, 2 centi.
Shandong Chengwu land: 1.125 yuan below 20 moisture, 1.115 yuan for 20~25 moisture, 1.09 yuan above 25 moisture, 2 centi.
Liaoning Shenyang direct library: 14 water first class 2350 yuan. Commencement of acquisitions.
Liaoning Changtu Reserve: 14.5 dry food moisture 2320 yuan, 10 yuan. Tide grain 20 moisture 2136 yuan, 10 yuan.
Jilin Yushu direct warehouse: 2260 yuan for the first and second class of tide grain.
Jilin Siping directly under the Kuguojiadian Branch: first-class 14 moisture 2330 yuan.
Jilin Siping directly under the Kubeishan Branch: first-class 14 moisture 2340 yuan, up 20 yuan.
Jilin plum monosodium glutamate: 2,300 yuan for the first and second class, 2,260 yuan for the third class, and 2,220 yuan for the fourth class, up 20 yuan.
Jilin Baishan direct library: first class 14 moisture 2340 yuan, 14.5 moisture 2325.96 yuan, second class 14 moisture 2320 yuan, 14.5 moisture 2306.08 yuan.
Jilin Deda Agriculture: dry grain 14 moisture 2290 yuan, 14.1 moisture 2297 yuan, 14.2 moisture 2284 yuan, 14.3 moisture 2281 yuan, 14.4 moisture 2278 yuan, 14.5 moisture 2275 yuan.
Xiangyu, Bei'an, Heilongjiang: 2230 yuan for dry food 14 moisture, 2216.6 yuan for 14.5 moisture, and 2203.2 yuan for 15 moisture. 15.5 moisture 2189.8 yuan. up $20.
Heilongjiang Longfeng Company: dry food 14 moisture 2295 yuan, 15 moisture 2267.4 yuan, 16 moisture 2240 yuan, 17 moisture 2212.4 yuan, 18 moisture 2184.8 yuan, down 5 yuan.