How the lysine market will be interpreted after the dive

this autumn new corn is from the policy market to marketization of the first quarter, its attention is also unprecedented, in the corn market "cool" gradually thickening, seemingly calm lysine market undercurrent surge, in early September plum and Ipone manufacturers on 98 content lysine price adjustment to 8.3 yuan / kg, compared to Prior to the price significantly reduced 1.3 yuan / kg! The market is clamoring, the vast wait-and-see mentality gradually strengthened, affected by this 98 content lysine market price significantly declined (see figure below), last week manufacturers did not agree to pull up the "very price" banner? How this week staged "million did not expect" the big play! The price of the boat said to turn over, lysine price said to drop on the drop, this is a kind of way? Not much nonsense, with the small editor Huan Huan first to understand the current lysine market situation!QiE
QiEcorn market: a large deal of the stock ofQiEthis year is the first year of corn pro-storage acquisition policy cancellation, the new season corn market volume gradually increased in September, policy grain source to add code, supply pressure increased to make corn prices fall back, market-oriented and subsidies, new grain on the volume and high grain, This year corn prices will fall to how much? Some say will fall to 0.7 yuan / catty, some say will fall to 0.6 yuan / catty, whether it will fall to such low, corn market bearish trend unchanged! For the lysine market, corn prices will make manufacturers cost down, and help manufacturers to maintain the operating rate at a high levelQiE
This week's subsidy rumors on deep processing enterprises are again attacking, market news said that the new corn policy or will achieve two-headed supplementary policy, in which the state will give the northeast Heilongjiang Province and Jilin Province corn processing subsidies, the amount is the deep processing enterprises per ton of corn processing state to 100 to 130 yuan subsidies, Heji two provincial governments supporting 200 to 260 yuan / ton, subsidies are half a year of tidal grain periodIn January-June this year, Jilin Province for the province's self-purchased deep-processing enterprises, has been given 150 yuan subsidy, if this subsidy rumoris is true, will promote the fourth quarter of Dentons and Chengfu manufacturers to improve the rate of operationQiESupply Market: Pattern Change CompetitionQiE2015 domestic Lysine manufacturers production share, the main share of the manufacturers are Hijie, Dentons, Plum, Yipin (see figure below), the production of each manufacturer is located between 15-20 million tons, and gold corn in 2015 to expand production After 180,000 tons, the 2016 operating rate is high, although the production capacity is far less than these manufacturers, but the rapid growth of production nearly doubled, the data show that China's starch in the first half of 2016 lysine sales of 375 million yuan, up 64% YoY, sales increased significantly to 70,000 tons, the same period last year is 37,000 tonsGold corn in late July from the first pair of lysine price down to 8.7/4.8 yuan / kg once caused a market turmoil, but in the traditional maintenance season support and mainstream manufacturers to stand up to prices, the domestic market in July and August did not decline, 70 content prices and a small increaseThis month 98 content lysine export quotation is also lower, shopping malls such as battlefield, this plum, Yipin sharp downward price is corn on the amount before the "competition for orders"? Or in the fierce competition in the "back hand for strong"? Or inventory big "really can't hold up"?QiE
　　Production quotation: 1, quote --- this week plum blossom, Yipin price reduction, some manufacturers to reduce the price to customers, some manufacturers price stability /2, production --- currently in the production of manufacturers have Xijie, Dentons, Meihua Tongliao, Ipin, gold corn, Chengfu, Oriental Hope, Dongxiao bio, snowflake biology---, which the East hope that the production of abnormal only take forward orders, Chengfu mainly implemented pre-orders, Dacheng factory in the beginning of August Still under maintenance, market news said the Xijie Shenyang plant (main production 98 content) is scheduled to stop production and maintenance in mid-September, Ipin Ningxia plant is scheduled to holiday vacation in mid-September for two weeks!/4, expand production --- this year Cofco biochemical difficult to resume production, the huge increase in gold corn production can be fully compensated, Dongxiao factory Shandong plant in August has been expanded to 100,000 tons, market news said Chengfu factory last year, the expansion of production of lyanine production, planned in January 2016 Lysine capacity has obviously been overcapacity, Chengfu such as the realization of a substantial expansion of production, lysine supply will be more pressure mounted! QiE
QiE Exports: Exports continued to grow in 2016 QiE from January to July 2016, due to the depreciation of the RMB and other factors, China's 29224190 batch of 190,000 tons of lysine and lysine esters and salts, an increase of 271,000 tons The main export enterprises are Iskin, gold corn, Shijie, meihua, Dentons and so on, of which Yipin is the largest export enterprises, from the following image can be seen that the June-July 2016 export volume increased significantly year-on-year, export volume growth for the domestic lysine market as a supporting factor, but the annual output of domestic lysine in about 1.1 million tons, the annual export volume accounted for nearly 30%, domestic market demand still occupies the main share QiE
QiE the above summary: QiE corn prices, Northeast deep processing subsidies rumors, some manufacturers weak quotations, the gradual resumption of compound plant production and other cost-side supply news is more negative, demand side: July August under the floods and high temperatures, domestic aquaculture demand is weak, feed production decline, is expected to improve in September, the subsequent recovery of domestic demand growth as a support factor This Mid-Autumn Festival plum, Yipin, Xijie pace consistent maintenance or vacation, short-term does not rule out manufacturers have price increases to stimulate the possibility of trading! But no matter what the way, the overall view of lysine market fundamentals are weak, the weight of the negative is heavier, so for the future small editor is not optimistic! QiE this autumn new corn from the policy market to marketization of the first quarter, its attention is also unprecedented, in the corn market "cool" gradually thickened, seemingly calm lysine market undercurrent surge, in early September plum and Ipone manufacturers on the 98 content lysine price adjusted to 8.3 yuan / kg, Compared with the previous price significantly reduced 1.3 yuan / kg! The market is roaring, the vast wait-and-see mentality gradually strong, affected by this 98 content lysine market price significantly reduced (see figure below), last week manufacturers did not agree to pull up the "high price" banner? How this week staged "million did not expect" the big play! The price of the boat said to turn over, lysine price said to drop on the drop, this is a kind of way? Not much nonsense, with the small editor Huan Huan first to understand the current lysine market situation! QiE
QiE corn market: a large deal of the stock of QiE this year is the first year of corn pro-storage acquisition policy cancellation, the new season corn market volume gradually increased in September, policy grain source to add code, supply pressure increased to make corn prices fall back, market-oriented and subsidies, new grain on the volume and high grain, This year corn prices will fall to how much? Some say will fall to 0.7 yuan / catty, some say will fall to 0.6 yuan / catty, whether it will fall to such low, corn market bearish trend unchanged! For the lysine market, corn prices will make manufacturers cost down, and help manufacturers to maintain the operating rate at a high level QiE
　　This week's subsidy rumors on deep processing enterprises are again attacking, market news said that the new corn policy or will achieve two-headed supplementary policy, in which the state will give the northeast Heilongjiang Province and Jilin Province corn processing subsidies, the amount is the deep processing enterprises per ton of corn processing state to 100 to 130 yuan subsidies, Heji two provincial governments supporting 200 to 260 yuan / ton, subsidies are half a year of tidal grain period In January-June this year, Jilin Province for the province's self-purchased deep-processing enterprises, has been given 150 yuan subsidy, if this subsidy rumoris is true, will promote the fourth quarter of Dentons and Chengfu manufacturers to improve the rate of operation QiE Supply Market: Pattern Change Competition QiE 2015 domestic Lysine manufacturers production share, the main share of the manufacturers are Hijie, Dentons, Plum, Yipin (see figure below), the production of each manufacturer is located between 15-20 million tons, and gold corn in 2015 to expand production After 180,000 tons, the 2016 operating rate is high, although the production capacity is far less than these manufacturers, but the rapid growth of production nearly doubled, the data show that China's starch in the first half of 2016 lysine sales of 375 million yuan, up 64% YoY, sales increased significantly to 70,000 tons, the same period last year is 37,000 tons Gold corn in late July from the first pair of lysine price down to 8.7/4.8 yuan / kg once caused a market turmoil, but in the traditional maintenance season support and mainstream manufacturers to stand up to prices, the domestic market in July and August did not decline, 70 content prices and a small increase This month 98 content lysine export quotation is also lower, shopping malls such as battlefield, this plum, Yipin sharp downward price is corn on the amount before the "competition for orders"? Or in the fierce competition in the "back hand for strong"? Or inventory big "really can't hold up"? QiE
　　Production quotation: 1, quote --- this week plum blossom, Yipin price reduction, some manufacturers to reduce the price to customers, some manufacturers price stability /2, production --- currently in the production of manufacturers have Xijie, Dentons, Meihua Tongliao, Ipin, gold corn, Chengfu, Oriental Hope, Dongxiao bio, snowflake biology---, which the East hope that the production of abnormal only take forward orders, Chengfu mainly implemented pre-orders, Dacheng factory in the beginning of August Still under maintenance, market news said the Xijie Shenyang plant (main production 98 content) is scheduled to stop production and maintenance in mid-September, Ipin Ningxia plant is scheduled to holiday vacation in mid-September for two weeks!/4, expand production --- this year Cofco biochemical difficult to resume production, the huge increase in gold corn production can be fully compensated, Dongxiao factory Shandong plant in August has been expanded to 100,000 tons, market news said Chengfu factory last year, the expansion of production of lyanine production, planned in January 2016 Lysine capacity has obviously been overcapacity, Chengfu such as the realization of a substantial expansion of production, lysine supply will be more pressure mounted! QiE
QiE Exports: Exports continued to grow in 2016 QiE from January to July 2016, due to the depreciation of the RMB and other factors, China's 29224190 batch of 190,000 tons of lysine and lysine esters and salts, an increase of 271,000 tons The main export enterprises are Iskin, gold corn, Shijie, meihua, Dentons and so on, of which Yipin is the largest export enterprises, from the following image can be seen that the June-July 2016 export volume increased significantly year-on-year, export volume growth for the domestic lysine market as a supporting factor, but the annual output of domestic lysine in about 1.1 million tons, the annual export volume accounted for nearly 30%, domestic market demand still occupies the main share QiE
QiE the above summary: QiE corn prices, Northeast deep processing subsidies rumors, some manufacturers weak quotations, the gradual resumption of compound plant production and other cost-side supply news is more negative, demand side: July August under the floods and high temperatures, domestic aquaculture demand is weak, feed production decline, is expected to improve in September, the subsequent recovery of domestic demand growth as a support factor This Mid-Autumn Festival plum, Yipin, Xijie pace consistent maintenance or vacation, short-term does not rule out manufacturers have price increases to stimulate the possibility of trading! But no matter what the way, the overall view of lysine market fundamentals are weak, the weight of the negative is heavier, so for the future small editor is not optimistic! QiE