Change! Corn stopped falling and rebounded, and the recovery was just an illusion? Institution: Falling behind!

Guide and worry! The recent trend of corn prices has touched the hearts of many farmers. After all, the return of migrant workers is just around the corner, and many farmers have cash needs. As the temperature rises gradually, it is more difficult to store corn. Many farmers, such as "ants on hot bricks", are anxiously looking forward to the price increase!

Now in mid-February, the corn market has changed, and the price has stopped falling and rebounded. So, is this round of corn price strengthening and warming up just an illusion? Some institutions think that corn has fallen behind. Is there any basis? Today we will analyze it in detail!

Judging from the trend of domestic spot corn, the price of corn changes, the price stops falling and rises, and the origin is northeast, Huanghuai and North China!

Among them, the price of corn in the northeast market stopped falling and stabilized, and the price of mainstream grain enterprises remained at1.305 ~ 1.4 1 yuan/kg, among which the price of Hohhot Fufeng was stable at1.41yuan, and the price of most enterprises was stable at/kloc.

In northeast China, corn prices stopped falling. On the one hand, the reluctance to sell at the grassroots level has become stronger, and the resistance to price reduction has warmed up. On the other hand, there is more rain and snow in many places in Northeast China, and the temperature drops, so it is not difficult to store corn. Affected by rain and snow, the pace of grain sales at the grassroots level has slowed down, the number of enterprises has declined, and the phenomenon of price stability has increased!

Corn prices in North China and Huanghuai areas stopped falling and rebounded. The prices of Derui starch and Guangyu starch in Hebei increased 10~20 yuan, and the prices of corn in most parts of North China 1.38~ 1.46 yuan/kg, while the prices of some feed enterprises remained at 1.38 yuan/kg.

In Shandong province, the number of factories has decreased significantly in recent days, and the reluctance to sell at the grassroots level has been strongly superimposed, and the rhythm of selling corn in many places has been blocked. In Shandong province, only more than 350 cars arrive at the factory gate, and the inventory of enterprises is constantly being consumed. Many enterprises have the demand for replenishment. In Shandong, the prices of Shouguang Golden Corn, Chenming Starch, Shandong Tian Li and Zouping Ronghai rose by 8~20 yuan/ton.

It can be seen that the domestic spot corn market has changed, and the market has shown a strong trend of stopping falling. Personally, this round of corn price recovery will be just an illusion. Due to this round of rain and snow weather and the reluctance of grassroots farmers to sell, the number of enterprises has decreased, and the price has a steady and strong trend!

However, at this stage, traders and deep processing enterprises are weak in restocking, and the market is dominated by inventory consumption. The sentiment of enterprise price increase is not high, which is superimposed. After the consumer market entered the off-season, the operating rate of some deep processing enterprises rebounded sharply, the downstream products were not smooth, the inventory backlog increased, and the price increase of enterprises compensated for the emotional deviation of inventory!

Superposition: At present, the overall progress of grass-roots corn sales in domestic corn producing areas is only half, and the market surplus grain is relatively loose. However, with the arrival of rain and solar terms, the temperature in the north and south areas has further warmed up, and the snow in the northeast has gradually melted, making it difficult to store grain at the grassroots level. There may be a trend of centralized listing of land grain and shelf grain, and the pressure on corn quantity is greater. Grain-using enterprises are cautious in replenishing their stocks, or they are mainly purchasing! Therefore, the wet grain market cycle is approaching, and some institutions predict that corn prices will fall sharply!

However, personally, although there is a risk of selling pressure in the corn market, at this stage, corn stocks in distributors, feed mills and deep processing enterprises are low, and enterprises still need to build centralized warehouses. If the grain storage is superimposed, there is also the expectation of covering the position. Therefore, the selling pressure risk of tidal grain is actually a node where the purchase and sale are booming. Due to the decrease of imported corn and the increase of cost, the market has the same understanding of the long-term supply gap of corn. So personally, I think corn.

Change! Corn stopped falling and rebounded, and the recovery was just an illusion? Institution: Falling behind! What do you think of this? The above is the author's personal opinion, and the pictures are from the Internet!