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In the second half of April, the domestic grain market, grain prices "fell upside down", although the pace of corn in the North China market slowed down, but the supply pressure still exists, and the corn quotation maintains a weak trend. In the wheat market, due to the consumption follow-up is difficult to cash in on the good, the demand support is insufficient, and the policy wheat rotation remains high, the wheat supply pressure is highlighted, previously, the policy wheat two-way purchase and sales, wheat purchase transaction price fell to 1.31 yuan / catty, further exacerbating the pessimistic mentality of the market, milling enterprises have reduced prices, spot wheat market pressure! The bearish sentiment still exists, the pig price is mainly sideways, the market outlook is supported by the festival, and the pig price may have the opportunity to stop falling and rising! So, what happened to the market? The specific analysis is as follows:
Corn market: At present, the grassroots corn is gradually decreasing, the grain source is concentrated in traders, the cautious sentiment of corn circulation links has become stronger, the traders' price mentality still exists, the enterprise demand follow-up is poor, and the corn spot is showing a weak and stable situation, however, due to the grassroots dry grain sales mentality still exists, the supply pattern is slightly loose, the channel inventory pressure is greater, and the domestic spot corn is mainly stable and weak!
In the Northeast market, the grassroots surplus grain bottomed out, the traders' inventory was high, due to the high cost of building the warehouse in the early stage, the traders' price mentality still exists, in particular, the grain reserves increase the market has a certain support! However, due to the safety of the enterprise inventory, the enterprise replenishment is relatively flexible, the price increase lacks enthusiasm, and the enterprises in many places are affected by the grain source inventory, and the quotation shows a trend of narrow adjustment!
Among them, COFCO Biochemical Elm fell 20 yuan/ton, quoted at 1.125 yuan, Tongliao Meihua fell 10 yuan, quoted at 1.155 yuan, Tieling State Investment fell 10 yuan, quoted at 1.16 yuan, Inner Mongolia Fufeng fell 10 yuan, quoted at 1.18 yuan, Jingliang Longjiang fell 6 yuan, quoted at 1.145 yuan, Kailu Yuwang fell 4 points, quoted at 1.168 yuan, Heilongjiang Daqing Yipin rose 20 yuan, the execution price was 1.145 yuan. The mainstream corn price in Heilongjiang is 1.115~1.15 yuan, the price in Jilin is 1.125~1.15 yuan, and the price in Inner Mongolia is 1.145~1.195 yuan/jin!
In the North China market, the pace of grain sales at the grassroots level has accelerated, and the purchase and sale of corn has gradually slowed down, but the traders are more likely to go with the harvest, and the amount of enterprises in front of the door has decreased, but the supply level is relatively loose, and the factory gives the price according to the car, and the corn quotation is slightly weak!
Among them, in Shandong, Tai'an Xiangrui fell 10 yuan, the execution price was 1.13 yuan, Dezhou Fuyang fell 6 yuan, the execution price was 1.147 yuan, Linqing gold corn fell 4 yuan, the price was 1.131 yuan, Weifang Shengtai rose 10 yuan, the price was 1.161 yuan, and the spot price of Shandong corn was about 1.115~1.1215 yuan/jin!
Wheat market: In terms of wheat, recently, the wheat market has fallen under pressure, although, before, the market has stabilized slightly! However, due to the positive rotation of policy wheat, the lack of substantial benefits for demand follow-up, and the festival benefits have not yet been realized, the wheat market is still facing the pressure of strong supply and weak demand, and the mainstream enterprises continue to perform at a lower price!
At present, in the wheat market, on the flour demand side, due to the rise in temperature, the increase in precipitation in many places, the difficulty of flour storage, the downstream demand is mainly based on low inventory, the mentality of using and picking is strong, the mainstream milling enterprises are more difficult to add orders, the operating rate is low, the enthusiasm for wheat purchase and sales is weak, and the mainstream enterprises continue the status quo of low inventory!
In terms of policy wheat rotation, this week, the wheat rotation performance is still more, the market purchase and sales heat is not high, the purchase price of policy wheat in many places continues to fall, and the transaction price of wheat in Zibo, Shandong Province has dropped to 1.31 yuan / catty, which is lower than the spot wheat quotation, which further exacerbates the panic mentality in the market, and the mentality of holding the main body of grain is stronger, and the supply of wheat is relatively loose!
Therefore, under the pressure of long and short, the wheat market continues to fall, however, due to the end of the month of the market is still good, it is expected that next week, the wheat market or a weak and stable trend, the downstream flour purchase and sales rhythm or will be accelerated, the operating rate of milling enterprises will increase, and the demand for replenished wheat may increase!
Judging from the latest summary quotations, in the domestic wheat market, Shandong, Hebei, Henan, Anhui and Jiangsu, the price range of mainstream wheat milling enterprises is 0.5~1 cent/jin, Shandong wheat is quoted at 1.325~1.37 yuan, Hebei wheat is quoted at 1.33~1.345 yuan, and Henan wheat is quoted at 1.31~1.362 yuan/jin. Anhui and Jiangsu regions, the price is 1.35~1.375 yuan / catty!
Pigs: In terms of live pigs, from the agency data, on April 20, the price of pigs hovered at 14.92 yuan / kg, down 0.01 yuan / kg, the domestic market showed a stable and weak trend, most of the north and south, pig prices are mainly sideways, sporadic areas, pig prices rise and fall in 0.05 ~ 0.1 yuan / kg, the market is weak and stable!
At present, the factors supporting pig prices, on the one hand, the end of the month is imminent, the market for the festival consumption bullish mentality still exists, the breeding end of small and medium-sized pigs still have a certain reluctance to sell the price of the sentiment, retail pig farms resist the price of the mentality still exists, some group pig enterprises have a certain card price slaughter mentality;
On the one hand, the price difference of standard fat pigs is insufficient, and the price inversion phenomenon occurs in many places, affected by this factor, the sentiment of the breeding end pressure bar is difficult to sustain, in particular, the medium and large pigs are mainly in the bag, and the market has the pressure of supply increment;
Therefore, under the pressure of long and short, pig prices are mainly weak and stable, however, the market fundamentals or will gradually improve, after all, the festival still has some support for the market, it is expected that into next week, the pig market or will continue to show a "tail" situation, however, the evidence rises or difficult to sustain, the breeding end of the pig is relatively positive to sell pigs, and the pig price in the market still continues to fall pressure!