As expected, yesterday's article stated that the individual cases of Hebei corn flowing backwards to Jinzhou Port were taken out by everyone to "tell a story" and tell them vividly, and then various analyses: "Why is the price of corn in the south so low"? The main reason is because the price of imported corn in the south is too low!
It seems to make some sense, but this argument doesn't stand up to any scrutiny, why?
After the mainland joined the WTO, it had to import corn of different magnitudes every year, some of which went to the reserve bank for storage, and some of which flowed into the market for supply, and this is the mission of importing corn. If you don't want to import corn, you can, then withdraw from the WTO, play by yourself behind closed doors, or not?
After so many years of reform and opening up, the essence of our rapid economic take-off is that we have embraced the whole world and made a qualitative leap after joining the WTO.
Don't take your "peep into the tube" as your understanding of things and events, we can be ordinary, but not ignorant.
If you talk about the overall domestic corn market with imported corn on your lips, you can't say that you are "sophistry", but it can show your ignorance. If you can't do it yourself, blame external forces, this is not the direction of a real food person to observe and think about the market.
As the old saying goes, the price of corn in North China is too low, indicating that the supply of grassroots corn for deep processing is too large, and the chain reaction proves that the consumption and demand of deep processing enterprises for corn are also accelerating.
The deeper the decline and the faster the decline, the more conducive to the price increase of corn in the later period, and a virtuous circle has been formed, whether it is in the south or in the north.
If you look at the problem differently, it will suddenly become clear. Obviously it is a good phenomenon, but it is regarded by most people as a "crash" market, where to collapse, collapse a fart! The current market is essentially the result of the increase in output, in the vernacular, this year is a lot of corn, if not more, there will be no such market.
There are also two important questions here: many people use the "high price" corn of the past three years to discuss the market, but have you ever wondered what we have experienced in the past three years, and what has caused the price of corn to rise sharply?
What is the price of corn in 2019? How can it be the same as a pig farmer? I still miss the pig price that once skyrocketed because of the appearance of "Xiaofei", and finally left the market with a "fiasco", many people laughed at them with pig cases, in fact, the person who said such a thing is - 50 steps and 100 steps.
Wake up! The current price is really not low! It's just that your mind hasn't changed yet.
The second question: Many people complain, "If traders can't make money from grain this year, what will happen to next year's corn?" Friends, you are too "overestimated" your own position and role, don't forget, when the state vigorously supported traders in Northeast China to build various drying towers, and gave you a lot of subsidies?
Do you think that you have made money by using your ingenuity? It is the dividends given to you by the times, and you have just grasped it, earned the information gap of the times, earned all kinds of harsh peasant water money, all kinds of small actions, and then accumulated wealth.
Why do you have to collect grain, you must make money, and you can't lose money? Is there such a thing? Is there such a logic? What are you doing if a century-old store will close down because of deviations in business ideas and directions?
This is really not good, but the editor believes that if you keep thinking about the problem from your own perspective, you will definitely enter a dead end.
Hello friends, today is April 17, 2024, yesterday Shandong Tianli Pharmaceutical finally rose by 3 cents, and was directly "capped", and today it fell by 9 cents, not only to return to the original shape, but also to fall deeper, it can be seen that the grassroots grain points are still selling grain in panic. The more this is the case, the more everyone has to "dance". Under this stalemate, the corn market once again came with four good news:
1. The 137,000 tons of corn in the 2023 quarter purchased by the high-profile Shandong Provincial Reserve were all completed yesterday, with the highest transaction price of 2,515 yuan and the lowest transaction price of 2,445 yuan.
2. The Central Grain Reserve Fuyu Direct Depot Co., Ltd. will increase the scale of corn production and storage in 2023 by 133,000 tons in the national grain depots in Fuyu. From April 17, 2024, the grain depots in Buyeo countries will be successively opened for scale acquisition:
(1) Fuyu Shiqiao Grain Depot, purchase quantity of 12,000 tons, address: Shiqiao Village, Changchun Ling Town, Fuyu.
(2) Fuyu Erlong Grain Depot, purchase quantity of 17,000 tons, address: Erlong Village, Sanjingzi Town, Fuyu City.
(3) Fuyu Zengsheng Grain Depot, the purchase quantity is 50,000 tons, address: Zengsheng Town, Fuyu City.
(4) Fuyu Yushugou Grain Depot, purchase quantity of 54,000 tons, address: Dongyu Village, Xiao's hometown, Fuyu City.
In 2023, domestic corn will be produced, the national standard will be second class or above, the purchase price of dry grain: 2320 yuan/ton, and the moisture content will be based on 14.0%, with 0.13% deduction for every 0.1 percentage point higher, rejected if higher than 14.5%, and no increase if lower than 14.0%. Mildew particle content: ≤ 2.0%, higher than 2.0% rejection. Among them, vomitoxin ≤ 1000 μg/kg, aflatoxin B1≤ 20 μg/kg, zearalenone ≤ 60 μg/kg.
Third, Heilongjiang increased reserves again
After a long time, Heilongjiang began to increase reserves and purchase corn after shouting for many days, although it has been going on, but such a big fanfare is still the blockbuster information after the Spring Festival, and the price is very beautiful. -- Central Reserve Grain Zhaodong Warehouse Co., Ltd. rents a warehouse (Anda Sixth Grain Depot Co., Ltd.). Address: Marlboro Road, Tiexi Street, Anda City.
In 2023, domestic corn will be produced, the national standard will be above the third grade, the warehouse price: 2290 yuan/ton, and the moisture content will be based on 14.0%, with 0.12% deduction for every 0.1 percentage point, and the rejection will be higher than 14.5%, and no increase will be made below 14.0%. Imperfect particle content: based on 6.0%, higher than 6.0% rejected, less than 6.0% no increment. Mildew particle content: ≤ 2.0%, higher than 2.0% rejection. It meets the national food safety standards, including vomitoxin ≤1000μg/kg, aflatoxin B1≤20μg/kg, zearalenone≤60μg/kg.
Fourth, the prices of 14 moisture dry food of Heilongjiang Jingliang Longjiang and Qinggang Longfeng Company all rose, which were 2,310 yuan and 2,305 yuan respectively.
Seeing the purchase price of increasing reserves, as a farmer friend, the corn in his hand has price support, but for traders, he begins to "complain" again, because you complain because you can't make money.
Have you ever thought about it? Big brother spends so much capital and management costs to increase reserves, in order to relieve the pressure of the market, not to let you earn "a ditch and a trench", everyone stands on their own point of view, in other words, they are looking at the market with their own eyes, if you change positions, how will you operate? Have you ever thought about this problem?
Any thing or event depends on how you understand and dismantle it, thousands of people have different faces, each has its own words, but as long as you are a member of the market, you must see and correct your own position, and use your own wisdom to make money in the market.
People who are really capable will make money in any market, and those who borrow Dongfeng can only make money for a while, and will not make money forever, which is the essential difference.
At the same time, this market is strange? When everyone is not optimistic, the result is profitable, and when everyone is optimistic, it may not necessarily make money. (Personal opinion, for reference only, does not represent correct, all nonsense)
The latest corn prices in the country on April 17, 2024
Anhui Fengyuanhua: 1.125 yuan, 1 point.
Pingliang Guowei, Gansu: 1.185 yuan, down 5 cents.
Henan Hanyong alcohol: 1.135 yuan, down 5 cents.
Henan Huaxing alcohol: 1.135 yuan, down 5 cents.
Henan Houyuan Biological: 1.135 yuan, down 5%.
Henan Mengtaiyang alcohol: 1.12 yuan, 1 point.
Henan Zhongxin New Energy: 1.17 yuan.
Hebei Derui starch: 1.137 yuan, 3 centi.
Hebei Yufeng Group: 1.37 yuan in the first district, 1.4 yuan in the second district and 4th district, down 3%.
Shandong Xiangchi Jianyuan: 1.15 yuan, down 5 cents.
Shandong Fuyang Biological: 1.15 yuan, down 3 cents.
山东英轩实业：1.215元，落5厘。
Shandong Heyang Biology: 1.155 yuan, down 3 cents.
Shandong lemon biochemistry: 1.255 yuan, down 5 centimeters.
Shandong Shengtai Pharmaceutical: 1.154 yuan, down 3%. The first drop price.
Shandong Shengtai Pharmaceutical: 1.151 yuan, down 3%. The second drop price.
Shandong Tianli Pharmaceutical: 1.165 yuan, down 7%. The first drop price.
Shandong Tianli Pharmaceutical: 1.163 yuan, down 2%. The second drop price.
Shandong Zhucheng Xingmao: 1.167 yuan, Guyuku 1.18 yuan, up 3%.
Shandong (Chenming) Shouguang: 1.165 yuan, down 4 percent. Shandong Shouguang Juneng Golden Corn: 1.163 yuan, down 2%.
Liaoning Lao Siping Grain Reserve: 14.5 moisture within 2,300 yuan. Initiating an acquisition.
Heilongjiang Baoqing Wanli Runda: 14.5 moisture dry food 2200 yuan.
Heilongjiang Yihai Kerry (Fufu) will stop purchasing new season tide corn from April 16, 2024.
Heilongjiang Yipin Biology: tide grain 2250 yuan, up 20 yuan. 14 moisture 1.05 yuan, 20 moisture 1.0254 yuan, 25 moisture 0.9591 yuan, 30 moisture 0.8928 yuan.
Heilongjiang Jingliang Longjiang: dry food 2310 yuan, 14 moisture 1.155 yuan, 15 moisture 1.1411 yuan, 16 moisture 1.1273 yuan, 17 moisture 1.1134 yuan, 18 moisture 1.0995 yuan. up 5%.
Heilongjiang Longfeng Company: dry food 2305 yuan, 14 moisture 1.1525 yuan, 15 moisture 1.1387 yuan, 16 moisture 1.1248 yuan, 17 moisture 1.111 yuan, 18 moisture 1.0972 yuan, up 2.5%.