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April gradually into the end of the month, in the domestic pig and grain market, the market fell hand in hand, among them, in the pig market, pig prices do not rise, the price is weak, the festival is difficult to cash, the market supply pressure still exists! In the grain market, grain prices fell hand in hand, corn, wheat even hit a new low, among them, in Shandong, corn price fell to 1.1 yuan, wheat price fell to 1.28 yuan, the market showed a downward trend!
So, what is the situation in the domestic pig and grain market, the specific analysis is as follows:
First, pig prices are under pressure, and prices are falling slightly!
In terms of live pigs, from the analysis of institutional data, on April 24, pig prices did not rise, the price fell from the rise to the fall, the price of pigs fell by 0.01 yuan, the price of slaughtering enterprises was 14.98 yuan / kg, the market continued to be weak and stable, the pig price in most parts of the country was mainly stable, and in some areas, the slaughtering enterprises fell slightly by 0.05 ~ 0.1 yuan / kg!
It is reported that due to the interweaving of long and short markets in stages, pig prices continue to be "deadlocked", and the price lacks obvious directionality, and the market still needs to wait for the good to be cashed!
On the one hand, pork consumption is under pressure, there is difficulty in domestic white strip shipments, the South China market is affected by precipitation, the purchase and sales are not smooth, and the pressure on the surplus of white strips in some markets has increased sharply.
At present, due to the holiday factor, the mainstream breeding end has a wait-and-see mood, and some large factories have a certain amount of shrinkage and price operation, but because the consumption has not yet been realized, the sentiment of the slaughtering enterprise is not high, superimposed, the domestic standard fertilizer price spread narrowed, and the breeding end still has the mentality of selling pigs, especially, the fat pig slaughter is relatively positive!
Therefore, under many factors, at this stage, the pig price is mainly weak and stable, it is expected that in the next 1~2 days, the market may maintain a stalemate trend, but as the end of the month approaches, the breeding end of the price mentality or will become stronger, pig prices or have a strong opportunity, focusing on the adjustment of the operating rate of slaughtering enterprises!
Second, grain prices have not stopped, wheat has fallen to 1.28 yuan, and Shandong corn has fallen to 1.1 yuan / catty!
In the corn market, at present, the Northeast corn quotation to maintain a weak and stable situation, some traders by the grain source is not smooth, the pressure of corn accumulation increases, the policy of storage is gradually digested, traders subscribe to the mentality of a slight rebound, enterprises by the arrival of grain and corn inventory level, spot corn quotation is slightly weak!
Among them, in the Heijiliao area, the mainstream deep-processed corn price is 1.075~1.175 yuan/jin, and the price of sporadic enterprises in Inner Mongolia is 1.19 yuan/jin, among them, COFCO Elm, Tieling State Investment, Cargill Biochemical, COFCO Gongzhuling and Bei'an Xiangyu, etc., many enterprises have a price range of 0.3~1 cent/jin;
In the North China market, affected by the current round of precipitation weather, the grassroots mentality of selling grain has become stronger again, the mentality of further storage of channels is not high, the corn supply pattern in the circulation stage is relaxed, the level of arrival in front of the enterprise has improved significantly, and the listed price of enterprises in many places continues to fall!
Among them, in Shandong, the local deep processing quotation continued to decline most of the trend, Zaozhuang Hengren, Seven Star Lemon and Tai'an Xiangrui, etc., a number of deep processing quotations in the range of 0.2 ~ 1 points / catty, Shandong corn quotation fell to 1.1 ~ 1.2 yuan / catty, among them, Heze Chengwu quotation bottomed out 1.1 yuan, and the upside down trend of the production and marketing market was further revealed;
According to personal analysis, due to the loose supply pattern of corn in stages, the surplus grain at the grassroots level in North China has been further increased, and the demand has been relatively sluggish, and the corn in the North China market still has further downward pressure, especially when the wheat harvest is approaching, some traders have a certain operation of Tengku corn. In the Northeast market, due to the inventory pressure of traders and the difficulty of export, the local corn center of gravity will also fluctuate downward, and the "spring" of the corn market is far from coming!
In the wheat market, in the past two days, wheat quotations have fallen wildly, and milling companies have shown a comprehensive performance of price reduction, which has caused the price sentiment of milling enterprises to heat up, which is roughly due to the following reasons:
On the one hand, wheat just demand is insufficient, affected by the price difference between wheat and corn, wheat starch lacks cost performance, and the use is concentrated in flour enterprises, however, affected by precipitation and rising temperature, flour storage is not smooth, and the pressure of mildew resurgence is higher. Superimposed, the domestic breeding industry is sluggish, the price of feed raw materials has generally fallen, the milling enterprises bran is more difficult to sell, in the past flour consumption off-season, milling enterprises have a certain profit, but, at this stage, the milling enterprises are facing double pressure, the enthusiasm of raw grain replenishment is not high, and the operating rate continues to be low!
On the other hand, the supply of wheat raw grain is sufficient! Due to the relatively high scale of imported wheat, wheat imports increased by 34.2 percent year-on-year in March. Superimposed, recently, due to poor consumption, the centralized rotation of grain storage and local grain depot wheat transactions are less than expected, the phenomenon of unsold auction is more common, the risk of grain depot wheat selling pressure is difficult to alleviate, and the phenomenon of price reduction out of the warehouse is common, which further exacerbates the mentality of demand enterprises to reduce prices!
Therefore, under many factors, the wheat market has been hit hard, among them, in Shandong, most of the milling enterprises fell in the range of 0.5 ~ 1.5 points, Shandong mainstream wheat quotation fell to 1.28 ~ 1.34 yuan / jin, of which, the price of Dezhou developed flour in the west fell to 1.28 yuan / jin, Hebei mainstream wheat quotation fell to 1.295 ~ 1.34 yuan / jin, Henan wheat listed price fell to 1.275 ~ 1.345 yuan / jin!