MySheen

The amount of corn sold by farmers has slowed down.

Published: 2024-09-16 Author: mysheen
Last Updated: 2024/09/16, Spot market northeast producing area: the supply increases and the price goes down, the mentality of farmers is different, the grain supply in the northeast producing area is continuous, and the lower price becomes the inevitable result. Rumors of the current reserve policy are everywhere, and the overall purchase and sales of production areas have also entered a state of caution. Due to the production area of Liaoning

Spot market

Northeast production area: the supply increases and the price goes down, and the mentality of farmers varies.

With the continuous supply of grain sources in the northeast producing areas, the decline in prices has become an inevitable result. Rumors of the current reserve policy are everywhere, and the overall purchase and sales of production areas have also entered a state of caution. Due to the low prices in Liaoning, farmers' psychology of cherishing sales gradually deepens, but the purchase and sale of Heilongjiang and Jilin are in a relatively stable state, and farmers' enthusiasm for selling grain is relatively high.

North China production area: the mentality of cherishing sales is increased, and the quantity is reduced.

In the middle and early stages of the new grain market, the price of corn in North China has fallen rapidly, and farmers mainly take the price of old grain as the reference basis, so the psychology of cherishing the sale is more obvious when the price difference between new and old corn is large. Due to farmers' hesitation to sell and the impact of haze, the volume of new grain has decreased compared with the previous period, and prices in Shandong and other parts of the country have rebounded slightly.

Southern sales area: enterprise procurement increases slowly, price is weak and fluctuating.

Under the background of policy rumors, the overall purchase and marketing of grain enterprises in southern sales areas are also relatively cautious, and the overall price of corn is mainly weak. This week, due to the demand of enterprises to replenish the stock, the overall procurement has increased compared with last week, but the future is not clear, enterprises do not have a large number of purchases. With the increase in the number of new grain sales areas in North China, the prices in the sales areas have dropped significantly compared with the previous period, and the bearish sentiment of grain enterprises on the future market of new grain in North China is still strong.

North and south ports: the north port steadily rose slightly, while the south port continued to decline.

The overall sales mentality of Guangdong and Hong Kong traders weakened, and the mainstream quotations of corn continued to decline yesterday. The mainstream quotation of 15% water new corn in port is 2460-2470 yuan / ton, down 10-20 yuan / ton; the price of high-quality corn truck is 2460-2470 yuan / ton, down 10-30 yuan / ton; 15% water new corn container price is 2510-2520 yuan / ton, down 10-20 yuan / ton. The northern port rose steadily and slightly, Jinzhou port tended to be stable, and Bayuquan corn rose slightly within the quotation range. The mainstream purchase price of Bayuquan high-quality new corn is 2300-2310 yuan / ton, up 10 yuan / ton.

Feed farming: pig prices are weak and fluctuating, and the price difference between the north and the south will be shortened.

Pig prices across the country continued to fluctuate and stabilize this week, with about 2/3 of provinces changing within 0.10 yuan / kg. Although southwest pig prices are still high, the downward pressure on prices persists, so the gap between north and south pig prices is gradually narrowing. However, it will take some time for the three northeastern provinces to get out of the trough of pig prices, and it will be difficult to rise sharply in the short term. Guangdong and other provinces have higher temperatures and pork consumption has not risen, but the price of pigs in Guangdong is higher than that of the whole country, and most local farmers are not in a hurry to get out of the fence, so the market remains stable. Zhoukou, Henan Province, due to the impact of the epidemic, there are signs of a large number of selling pigs, the pig market is bearish, local farmers lack confidence in the pig market. Slaughtering enterprises still do not have the momentum of a large number of stock recently, pork prices are still depressed, and it is difficult to produce favorable support for pig prices. In the near future, it is a holiday gap, with the lack of positive factors, and the market is expected to continue with the existing situation, with some areas slightly adjusted due to temperature, epidemic diseases and so on.

Deep processing: weak end consumption and lack of support for product prices

Affected by the weak terminal consumption and the purchase price of northeast deep processing enterprises caused by the batch listing of corn in producing areas, product prices continue to fall, lack of strong support. Among them, the price reduction of starch is more obvious, which is caused by the increase of starch operation rate and the increase of supply except the weak end consumption and the decrease of raw material price. The price of alcohol is relatively stable, mainly due to the slow recovery of the operating rate of alcohol recently.

Market forecast

At present, the overall focus of the market is focused on policy, and there is obviously a more cautious atmosphere over the market. The supply of corn in Northeast China has increased, and the pressure of price decline is greater, but under the influence of policy rumors, the decline is limited; in North China, affected by the previous "oversell", farmers have increased their sales, and the amount of corn has slowed down; with the entry of grain sources in North China, grain enterprises have increased their purchases within reasonable prices.

 
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