【Introduction】Entering November, in the domestic grain and pig market, with the change of market supply and demand, pig prices, corn prices show a joint upward trend, and the market also highlights the performance of "grain grabbing, lack of pigs", so what happened in the market, can the market rise be sustained? Let's talk about it today!
In the grain market, after entering November, in Shandong and Huanghuai areas, autumn grain corn has been "granulated back to the warehouse", the tide grain affected by the rain and the low-quality corn that is difficult to store are also exhausted, with the reduction of corn moisture, high-quality corn grass-roots farmers are reluctant to sell the mood rebounded, a variety of domestic entities have successively built warehouses to harvest grain, the market "grain grab" drama is staged, and the price shock of high-quality corn is stronger!
According to the corn market data, highlighted by the phenomenon of high-quality corn grain grabbing in the market, the mood of farmers is reluctant to sell, the circulation of corn in the market is tight, the transport vehicles in front of the deep processing enterprises in the Shandong market to the factory have dropped to more than 590 vehicles, the amount of corn has been reduced by nearly 200 cars, the inventory of deep processing enterprises is insufficient, and the mood for high-quality corn rush purchases has increased.
Among them, in Shandong, as many as 14 deep processing enterprises, corn quotations rose by 10 to 80 yuan / ton, of which, Leling Zhonggu price increased by 80 yuan, Zouping West King increased prices by 50 yuan, Changle Shengtai and Zouping Ronghai rose by 30 to 36 yuan / ton, and in Tianli Pharmaceutical and Chenming starch, etc., many factories quoted 10 ~ 28 yuan / ton! Deep processing price increase grain sentiment fell and increased, the mainstream corn price in the Shandong market sideways 1.28 ~ 1.465 yuan / jin, of which most factory quotations rose below 1.39 yuan / jin, as many as 13 factories quoted more than 1.4 yuan / jin!
In the northeast market, with the recent good weather in northeast China, new grain corn has been listed, by farmers reluctant to sell and this year's planting costs have increased significantly, the price support of new grain corn is obvious, deep processing enterprises show a certain price increase in the trend of grain harvesting, however, most of the enterprise quotations are stable sideways, of which, Jilin Boda, Liaoning Yihai Kerry, COFCO Gongzhuling and Jilin fuel ethanol, Heilongjiang Longfeng corn quotations rose by 20 ~ 60 yuan / ton! However, because the new grain tide grain still accounts for the majority, and the drying cost is too high, superimposed, the price of refined oil products rebounds, logistics and transportation rise, and deep processing has the phenomenon of rising prices to collect grain!
In North China and other markets in Huanghuai, Shaanxi Luzhou, Luoyang Huaxing and Jiaozuo Houyuan, Hebei Guangyu starch corn quotation of 20 ~ 100 yuan / ton of the increase, of which, the mainstream market corn price remained at 1.26 ~ 1.44 yuan / ton!
According to industry analysts, in early November, Shandong and Huanghuai, North China, grassroots farmers rebounded in price sentiment, corn circulation decreased, high-quality corn supply and marketing was insufficient, deep processing in the region and the enthusiasm of traders to build warehouses increased, and corn quotations rose sharply. In the northeast market, because the new grain has not yet been listed centrally, a small number of new grain corn has been dried and the transportation cost has risen sharply, the local enterprises have insufficient arrivals in front of the door, and the factory has the phenomenon of price increases, however, after entering the middle of November, as the northeast corn grain has entered the concentrated period, the corn quotation may shock the downward trend, which may impact the North China and Huanghuai markets, and the market has entered a narrow downward cycle, but the mood of high-quality corn procurement near the end of the year is still high, and the market corn price has a basis for further soaring! At the end of the year, the domestic corn price or will generally be sideways 1.45 yuan / catty!
Nowadays, the phenomenon of "grabbing grain" in the market is prominent, and in the pig market, the performance of "lack of pigs" is becoming more and more intense! By the beginning of November, domestic large-scale pig enterprises showed a reduction or pig out of the barn to stop selling the phenomenon, the market pig supply is insufficient, slaughtering enterprises although the difficulty of white bar external adjustment, market pork consumption has a certain basis for constraints, but, by the lack of supply, slaughter showed the performance of rising prices to close pigs, domestic pig prices stopped falling and rebounded!
According to the quotation of slaughtering enterprises, on November 2, the average price of domestic pigs was maintained at 16.07 yuan / kg, the price of pigs rose slightly by 0.09 yuan / kg, the market showed a trend of stopping the decline and rising, and the domestic market pig prices showed a general rise!
Specifically, in the national north and south markets, pig prices showed a market of 13 up and 2 down, of which, the north of the pig price generally rebounded 0.1 ~ 0.4 yuan / catty, the southern market pig prices stabilized sideways, the local showed a narrow range of shock performance, the specific market is as follows!
Among them, the pig price in the northern market hovered at 7.1 ~ 8.1 yuan / catty, and the market showed a performance of "breaking 7 into 8". In the southern market, the pig price is maintained at 7.5 ~ 8.7 yuan / catty, and the pig price generally rises into the "8-character head"! This round of pig prices to stop falling and rising, the root cause is the market stage "lack of pigs", due to the domestic group pig enterprises out of the fence is tight, farmers follow the trend of pressure bar mood highlighted, the market pig supply is insufficient, slaughter enterprises face higher pig pressure!
However, hindered by the downstream pork consumption shows a restraining trend, slaughter enterprises to reduce the amount of pigs, the mood for raising prices to close pigs is generally not high, the domestic market pig prices show a sideways upward trend, and with the market pig out of the barn rhythm gradually accelerated, pig prices have the risk of further decline, however, considering the sentiment of farmers to hold the price, it is expected that before the middle of November, the pig price is stable and stronger, especially, the arrival of the winter festival, market consumers have the mood of "making up for the winter", pig prices or will have a slight strengthening expectation, however, The market has limited room to rise, and the pig inertia out of the barn or will inhibit the extent of the pig price rebound!
Therefore, based on the market supply and demand game in November, I personally believe that the pig price in November will generally maintain a sideways and stable trend, and the average price of pigs out of the bar may remain at 15.5 ~ 16.8 yuan / kg, and the market does not have the basis for a sharp rise!
Grain grabbing, lack of pigs struck, November 2 national pig, corn prices rose together! What happened? What do you think about this? The above is the author's personal opinion, the picture is from the network!