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April is coming to an end, the domestic pig and grain market trend is bleak, among them, the pig price continues to fall trend, however, the market support rebounds slightly, the pig price is limited to the space to fall!
Today is April 29 and the price adjustment is updated by hog, corn and wheat prices, as follows:
First, corn is under pressure, and the market is weak and far strong!
In the corn market, in the northeast region, the grassroots are busy with spring sowing, traders have high inventories, some of them are upside down by grain sources, the channels are moderately out of the warehouse, the inventory level of enterprises is high, and the enthusiasm for further replenishment is weakened, and the corn market is facing pressure on supply, and the price maintains a weak trend!
In the Northeast market, corn purchase and sales are low, the mainstream channels are mainly wait-and-see prices, and sporadic traders are out of the warehouse, while the Northeast grain source is limited, local enterprises are looking at the decline of the market, the demand for replenishment is general, and the factory maintains the performance of passive volume, and the spot corn quotation is weakly adjusted!
In the North China market, at present, the grassroots surplus grain is still 1~2 into it, the new wheat harvest is imminent, the farmers sell grain mentality is stronger, and the channel is subject to the storage cost of a certain price operation, however, the mainstream channel inventory is high, the grassroots grain source is with the harvest, the arrival in front of the factory maintains a high level, the enterprise is subject to shutdown and maintenance and the downstream products are not smooth, the demand follow-up is weakened, and the mentality of price reduction is stronger!
According to data analysis, at present, the domestic corn quotation maintains the resonance of production and marketing, and the price falls hand in hand, the Northeast market, Inner Mongolia Yipin, Suihua Haotian and Kailu Yuwang fell 0.3~0.5 points, and the corn quotation in Heijiliao area is 1.075~1.175 yuan/jin!
North China market, Shandong, more than 940 cars arrived in front of the factory, Shandong, Tai'an Xiangrui, Zaozhuang Hengren, Linqing Golden Corn, Binzhou Xiangchi Jianyuan, etc., most enterprises lowered 0.3~1 cent/jin, and the price of Shandong corn fell to 1.08~1.21 yuan/jin!
Second, wheat prices are weakly adjusted!
In the wheat market, the domestic spot quotation maintained a weak and stable situation, the quotation of sporadic enterprises was adjusted in a narrow range of 0.5~1 cent/jin, the average price of the national mainstream wheat producing areas was 1.305 yuan, and the quotation of mainstream enterprises was about 1.28~1.35 yuan/jin!
At present, wheat has stopped falling and stabilized, and the market purchase and sales sentiment is general, among them, in terms of grain reserves, on April 28, local wheat is planned to be 108,000 tons, with a turnover rate of about 45%, and 31,000 tons of grain reserves are planned, with a turnover rate of about 54%!
Judging from the policy wheat rotation, the market purchase and sales sentiment is average, and the auction rate is still at a high level, and in some areas, the local wheat rotation is slightly at a certain premium, but the market sentiment is still poor! From the latest feedback, China Grain Reserve still has 171,000 tons of wheat listed for rotation at the end of this month, and the wheat supply pattern is still loose! In terms of consumer demand, supported by the festival, the short-term downstream flour purchase and sales demand may have improved to a certain extent, some milling enterprises have increased orders, and the operating rate has recovered, but due to the sufficient supply level of wheat, enterprises are still mainly based on low inventory, and the mentality of cautious procurement is strong!
In terms of new wheat, in the southwest region, the new wheat has basically entered the filling stage, and the wheat harvest has entered the countdown, and in the short term in the south, the wheat has also entered the poplar filling period, and the winter wheat in the north has generally entered the booting period, and it is expected that around mid-May, from the southwest to central China, the wheat harvest will also be gradually launched!
Personally, I believe that due to the purchase and sale of flour in the off-season, the festival is difficult to sustain, and the policy wheat rotation is still continuing, it is expected that the wheat market will still be dominated by low pulling, and the price is still fluctuating downward pressure.
Third, the price of live pigs "fell more than once!"
At present, the pig market is under pressure to fall, the market continues to decline, from the latest feedback, on April 29, the price of pigs fell to 14.73 yuan / kg, down 0.03 yuan / kg from yesterday, the domestic market showed a weak and stable trend, pig prices in many places in the north and south have stopped falling, and the price of slaughtering enterprises in sporadic areas has risen!
On the one hand, the breeding end of the concentrated slaughter, the standard fertilizer upside down and the market bearish sentiment is strong, the risk of large pigs pressure fence surges, the breeding end generally has a subscription mentality, the large pig slaughter surge, the north and south regions, the difficulty of slaughtering enterprises is weak, especially, the southern region, by the risk of pig farm disease and the group pig enterprise slaughter plan is slow, supply pressure still exists! On the other hand, consumer demand has gradually improved, the festival effect has been realized, the downstream orders of slaughtering enterprises have increased slightly, the operating rate of sample slaughtering enterprises has rebounded to about 28.5%, the average daily slaughter volume has increased, and the demand for pig source procurement has increased!
Therefore, at present, the pig market has a certain increase in purchase and sales, however, due to the concentration of selling pressure at the breeding end, the large pigs are concentrated in the slaughter, the market is slightly weak, however, with the further increase in the operating rate of slaughtering enterprises at the end of the month, pig prices still have the opportunity to stop falling and rising, however, the rise time or will be short, the range will be limited, the market will pay attention to the changes in the operating rate of slaughtering enterprises and the rhythm of the slaughter of the group pig enterprises!
After entering the middle of the year, as the center of gravity of pig prices in the north and south regions fell, the price of pigs fell, and the support of the second breeder may become stronger, the market is bullish on the third quarter.
Pig prices and grain prices are warned! After the price adjustment on April 29, the prices of live pigs, corn, and wheat are rising! What's going on? What do you think about this? The above is the author's personal opinion, and the picture comes from the Internet!