Cold weather

Traders in the northeast port complained bitterly because someone moved corn from its place of origin to the port. Because the market is depressed, the price of corn is lower than the mainstream price, which makes them very angry. Isn't this smashing a plate? In particular, the second-class grain has fallen into a trickle, and only the first-class grain continues to be strong. At the same time, there are almost no scattered ships, most of which are mainly packed in containers, and some of them can be produced.

Shandong corn fell below the 2800 yuan mark, Linqing gold corn, without a car, also fell in price, while COFCO and Yu Xiang were selling grain at a loss.

# Corn #

The inventory of 4.8 million tons in Northeast Port is there. In the first half of the year, Bian Xiao said that such a large order of magnitude was not for sale, and everyone wanted to wait for the listing in July. Many grains can't survive the summer. Nowadays, whether it is dry food or natural dry food, there are different degrees of bad food. It is strange that the weather is abnormal. This is obviously to find reasons for yourself.

At the same time, a lot of grain contracted by Northeast Port in the early stage has not been delivered, which proves that the purchaser does not need grain now.

We should have taken precautions against these uncontrollable factors long ago, but everyone expected them, so we didn't take them into account. Now I can only shoot myself in the foot and swallow my bitter water.

The latest corn price in China on July 23rd.

Henan Huaxing Alcohol: 1.42 yuan/kg.

Drop 7 points.

Adult organisms in osawa, Shandong: 17%, 1.39 yuan/kg.

Drop 2 cents and 5 cents.

Abundant organisms: 1.38 yuan/kg.

Drop 2 points.

Qingyuan cuisine: 1.42 yuan/kg.

1 5 cents.

Luzhou Group Shandong Company: 1.44 yuan/kg.

1 5 cents.

Shandong Xiangrui Pharmaceutical: 1.4 1 yuan/kg, down 1.5%.

Ronghai Grain Technology: 1.435 yuan/kg.

1 5 cents.

Weifang Shengtai Pharmaceutical: 1.402 yuan/kg.

It fell by 7%.

Wang Xi starch: 1.44 yuan/kg.

Drop 2 points.

Henan Han Yong wine: 1.435 yuan/kg.

1 min.

Baolingbao Bio: 1.393 yuan/kg.

It fell by 6%.

Biochemical characteristics of Anqiu lemon: 1.47 yuan/kg, down 1.5 points.

Yishuidi: 1.42 yuan/kg.

1 min.

Shandong Fuyang Biology: 1.399 yuan/kg.

Medium starch: 1.375 yuan/kg.

Down 5%.

Zhucheng promotes trade: 1.43 yuan/kg.

1 min.

Chengwu Dida: 1.385 yuan/kg.

1 min.

Binzhou Jinhui: 1.4 yuan/kg.

Down 5%.

However, we should also note that the gap in the data table is visible and certain, but there must be something we can't see. In the early stage, the price of corn in Northeast China rose to more than 2800 yuan/ton, which has been shown and digested. We can't stick to this gap all the time, and the price has already reflected the gap.

There is an old saying: it is also a false supply and demand to talk about supply and demand without price.

As the price changes, the balance sheet changes at any time. The price of 2600 yuan/ton corn is different from that of 3000 yuan/ton corn, which directly shows that the supply has not changed, but the demand has changed greatly, which we can see.

What we can't see is that the price of corn rose from the end of September last year to the end of June this year, and it has risen from 2,500 yuan/ton in the previous period to more than 2,800 yuan/ton. We can't always stare at the gap. When it reaches 2500 yuan/ton, we can call the gap. Up to 2800 yuan/ton, the gap will definitely change. These are definitely things that people ignore.

At the same time, the sharp drop in domestic corn futures shows that the premium expectation given in the previous period is a wrong expectation. When the futures market rises to around 3000, various favorable factors are superimposed on it, especially the favorable external environment, the skyrocketing international wheat, corn and soybeans, the sudden international situation, the reduction of grain production, the withdrawal of domestic substitution, and the tight supply. But these beautiful expectations finally came back to reality.

The continuous decline in domestic pig feed sales means that pig breeding is only effective when the price of live pigs rises sharply, indicating that the number of live pigs has indeed dropped a lot.

Deep processing enterprises have shown a weak market since years ago, and have been showing a downward trend since the beginning of masks.

But you don't have to be so pessimistic. If the price of live pigs returns to 25 yuan/Jin, Bian Xiao personally thinks that the price of corn is not too pessimistic.

Because corn has the largest yield, the largest planting area and the largest usage among domestic cereals, as long as corn moves, it will involve various industries.

Therefore, Bian Xiao is not pessimistic about the late corn, which is what I have always thought. When everyone is optimistic about not selling, I feel that danger is coming. When everyone is pessimistic, I think corn is not that bad.

People are divided into three classes, and meat is divided into five flowers and three layers. Different people don't look at the industries they are exposed to, and they see or hear different information, which leads to subjective self-judgment when analyzing market conditions.

But in any case, we need everyone to cheer up for the current market and must not sell grain in a panic.

This is not a sentimental thing. When the market is depressed, the corn market will get better, and the reason for optimism is the increase in demand.