Pay attention to daily grain and oil, pay attention to the changes in domestic grain prices.
1. The wheat rally is like a tide, and the auction of grain storage in China is also difficult to stop.
Today's domestic wheat market has seen a large-scale rise, and the increase has expanded compared with the previous period.
The latest data show that today's Jinshahe in Hebei Province rose by 2.5 points at a time, the latest price reached 1.44 yuan / jin, wheat after the rain 1.43 yuan / jin, and its Shaanxi factory gave the highest price in the current wheat market, reaching a position of 1.48 yuan. In addition, the price increase of developed flour factories today also reached 2-3 points, and the price increase of another flour giant Wutory's factories was also concentrated at more than 1 point.
It is reported that as of now, there is still no news about the national reserve wheat auction, and after the modification of the trading rules of the central grain reserve, all 130,000 tons of rotating wheat auctioned today have been sold, and the highest price has reached 2940 yuan / ton, equivalent to the cost of the factory has reached 1.5 yuan.
Especially in today's China Grain Storage Auction, the amount of wheat released in Henan is only 17 tons, and it is actually sold, which also makes the market confused.
2. The grain source is insufficient, and enterprises in North China have raised prices in a large area to grab grain.
Although the official data show that this year's autumn grain is still a bumpy yield, from the perspective of the corn market volume in North China, the lack of supply is still the main theme of the current corn purchase and sales market.
In order to attract more grain sources, today including Zouping Ronghai, Mi Neng Xilai Starch, Tengzhou Hengren has risen to 1.5 yuan / jin, Changle Yingxuan, Zouping Xiwang, Seven Star Lemon Technology and many other enterprises followed, breaking through 1.45 yuan / jin - looking at the current market, although the highest price is comparable to 3-4 months, the overall price level has once again come out of the new record.
According to the monitoring data from the industry agency JCI, the current psychological price of corn in northeast grain farmers has reached the position of 1 yuan, calculated according to the 30% discount of about 2475 yuan / ton, included in the 100 yuan / ton drying fee and to the port freight of 100 yuan / ton, the total cost reached 2775 yuan / ton, it seems that the price has to fly for a while.
Of course, for the aquaculture industry, despite the recent rapid rise in pork prices, according to the current trend of corn and wheat prices, the aquaculture industry still has a long way to go if it wants to be profitable.
3. The supply is sufficient, and the price of rice still depends on policy relief.
Although it is the same grain variety, the hot market of wheat and corn market has not been transmitted to the rice market, and as of now, the price of rice still needs to be supported by the state to start the purchase of the market.
The latest data show that after Henan, Anhui and other provinces, Heilongjiang has also officially prepared for the 2021 national rice tostock city purchase plan last weekend, and the market price is expected to quickly move closer to the price of the trust market.
It should be pointed out that according to the data mastered by daily grain and oil, the main reason why the price of wheat and corn has risen sharply in the past two years, while the overall stability of rice is that the price of rice has been much higher than that of wheat and corn, even if the price of wheat and corn has risen sharply, but the gap is still obvious.
Therefore, to some extent, the rise in wheat and corn prices is more like a supplementary market than the price of rice.
4. Soybean imports in October fell sharply year-on-year, and the price of domestic soybeans in northeast China soared.
For Northeast soybeans, these two years are a good market that has been difficult to encounter for many years. The latest data show that at present, the price of new soybeans produced in Northeast China is generally concentrated above 3 yuan, and the two-way auction price of purchase and sale held by China Grain Storage is also as high as 5850 yuan / ton.
According to the data released by the customs, grain imports as a whole fell sharply in October, of which the total grain import volume was about 4.58 million tons, down 33.3% month-on-month, and soybean imports fell by 25.7% month-on-month, and nearly 40% year-on-year.
In terms of other data, affected by the state's management of fertilizer exports, fertilizer exports fell slightly to 3.219 million tons in the month, down 5.2% year-on-year, and exports from January to October were 29.332 million tons, an increase of 25.7% year-on-year; at the same time, fertilizer imports in the month were 683,000 tons, down 15.5% year-on-year, and the cumulative imports from January to October were 7.81 million tons, a year-on-year decline of 12.8%.