First, it is difficult to raise the price of rice!
In March, the domestic mask problem showed a trend of "more points, wider areas and more occurrences", and the market terminal temporarily hoarded goods, but the market performance was still sluggish, and the pressure on rice delivery was greater! Due to the sluggish terminal demand, the operating rate of rice enterprises is low, and the supply of rice in the market is loose. The price of rice is hard to rise in the short term!
At present, in Northeast China, the price difference between local japonica rice and South China is short, but the logistics cost is quite high and the market competitiveness is weak. However, the operating rate of domestic rice enterprises is generally less than 20%, and some of them are in the rest stage. Low-priced aged grain is also circulating in the market, which further restricts the rise of the rice market. Among them, aged round rice is as low as 1.64 yuan/kg, and ordinary rice is 2 1.
Data show that in February, domestic rice imports reached 550,000 tons, up 60% from last year. In February and February, imported rice1130,000 tons, up 24.7% year-on-year. Low-priced imported rice has occupied a part of the domestic market, which has also aggravated the performance of strong domestic rice supply and weak demand. It is difficult for rice prices to rise in the short term!
Second, the price of wheat "diving" corn shocks!
In the domestic corn and wheat market, in April, the decline of corn and wheat market was outstanding, especially the price of wheat showed a general downward trend!
Due to the market's good expectation of new grain wheat, in the new season of wheat returning to green, there have been continuous rains in many places in North China, wheat is growing vigorously, and the market is increasingly bearish. Recently, the wheat auction is still going on, but the auction heat has cooled down. In some places, the auction price has increased, and the average auction price has also continued to decline, and the downward sentiment of enterprises has become stronger. In many grain-using enterprises and factories in North China, prices have dropped significantly, and some factories have dropped by 40 ~.
In Shandong market, the ex-factory quotation is generally stable at 1.6 ~ 1.63 yuan/kg, while the pig prices in Henan and Hebei fell below 1.6 yuan/kg, and the quotations in some areas of Henan fell to 1.55 yuan/kg! Wheat prices fluctuated and fell, and the market still showed a weak trend in the short term. The market supply and marketing showed a double low trend, and the wheat market still showed a downward trend!
In the corn market, the price of corn is obviously different. Due to the difference in the rhythm of grain sales in domestic corn producing areas, Northeast China and North China, the progress of grain sales in Heijiliao and Inner Mongolia in Northeast China is generally above 90%. The surplus grain at the grass-roots level is insufficient, farmers' mood of selling grain is not high, and the spread of cases in many places also limits the circulation of corn. Northeast corn quotation is mainly sideways, and local grain enterprises are rolling in to collect grain, which shows the performance of price increase!
In North China, the progress of grain sales at the grass-roots level is only about 70%, and the spread of cases in many places has also aggravated the difficulty of corn circulation. Some traders have a certain phenomenon of shipping, and some factories in Shandong have a price drop, but the market is mainly sideways!
In a short period of time, the quantity of corn in the market will continue to increase slowly, and the main factors are the completion of opening positions by traders, weak demand and deep processing inventory consumption. For some feed mills, the substitution of low-priced rice has increased and overlapped, the domestic aquaculture industry is sluggish, the feed demand is poor, and the corn market has temporarily increased with the volume, or the shock is weak!
Third, the price of pig eggs is arranged sideways, and the market risk is intensified!
In the domestic pig market, the pig price showed a strong shock. On April 3, the average domestic pig price was 6.32 yuan/kg, and the pig price strengthened in a narrow range, and the market showed a sideways trend!
Among them, the price of pigs in the northern market is generally sideways, and the prices of pigs in the northeast and north China have stabilized in an all-round way, while the price of pigs in some markets in the northwest is generally sideways at 5.4~6.3 yuan/kg, and the source of low-priced pigs in the northeast has risen to 5.7 yuan/kg! However, the price of pigs in the southern market is weak, the price of pigs in southwest and parts of South China fluctuates, and the price of pigs in many places in Central China falls within a narrow range. Among them, the price of slaughter enterprises in Sichuan and Chongqing is 6.3~6.5 yuan/kg, while that in Jiangsu and Zhejiang is stable at 6.5~6.8 yuan/kg. The price of live pigs in Guangdong and Guangxi fluctuated between 6.2 and 6.8 yuan, and the price of some slaughtering enterprises rose to 6.8 yuan/kg.
At present, the domestic pig price shows a narrowing trend, but compared with before, the increase of pig price has narrowed obviously, and the downside risk of the market has increased sharply! Personally, at this stage, the supply and marketing of the market is weak, the support of the consumer market is insufficient, the problem of masks is distributed in many parts of the country, the holiday effect of Qingming holiday has shrunk dramatically, and the rhythm of farm slaughter is average, which supports the short-term rise of pig prices!
However, according to market feedback, the price increase of domestic large-scale pig enterprises has weakened, some group pig enterprises are emotional, and the phenomenon of pig source diversion has increased. It is difficult for some farms to sell high-priced pig sources! However, the slaughterhouse is mainly based on daily supply, and the operating rate is generally low, and the release of terminal pigs has also slowed down significantly. However, with the loose supply of pig sources in the market, slaughterhouses have a certain feeling of depressing prices. It is expected that the pig price will fluctuate and fall in the short term, and the market will show a sideways weak trend. In the next 1~2 months, the price of pigs will still fall!
In the egg market, mask problems have been "sporadic and frequent" in many places recently. Some netizens reported that the local egg price was "chaotic", only 4.3~4.5 yuan/kg a few days ago. Because of the mask problem, the retail price rose to 5.5~6 yuan/kg!
However, judging from the domestic wholesale market and the delivery of eggs in farms, in the domestic egg market, the price of eggs continued its sideways performance! Among them, in Beishangguang area, the average arrival price of eggs in Beijing is 4.52~4.64 yuan/kg, the price of eggs in Shanghai market is stable at 4.44 yuan/kg, and some brown-shelled eggs in Guangdong area are maintained at 4.5~4.8 yuan/kg!
In the breeding market, the sales price of farmers' eggs has generally stabilized. Among them, in the northern region, Hebei, Henan, Shanxi, Liaoning and other places, the sales price of farm eggs has stabilized in an all-round way, and the price of eggs in Henan market has stabilized at 4.2~4.4 yuan/kg.
In Shandong market, the price of eggs has generally stabilized, 4.2~4.4 yuan/kg!
According to industry analysis, due to the distribution problem of masks in China, the daily consumption in Tomb-Sweeping Day is not supported, and the market is bearish. However, the domestic outdoor catering consumption has dropped sharply, and the demand of some factories is not smooth. The market of eggs is mainly household consumption, while the terminal market is unsalable. However, the market demand for replenishment is cautious. However, due to the current situation of weak production capacity and high feed cost, farmers have certain price emotions. It is expected that domestic egg prices will still be sorted sideways.
Warning escalation! Wheat prices "dive" corn shocks, rice prices are difficult to rise, and pig prices and egg prices are sideways! What do you think of this? The content is for reference only!