How will the shift corn start southern corn change?
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Last Update: 2020-07-01
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Source: Internet
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Author: User
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from the official release of the June document, the transfer of corn gradually into the southern corn buyers' attention, not because of the lack of supply to pay attention to it, but because the arrival of the transfer of corn will have an impact on its local market pricess2X
According to the instructions of the document, on July 5th, the transfer of corn should be officially launched, covering Hebei, Shanxi, Jiangsu, Zhejiang, South China, Central China and other regionsAmong them, Beijing 10, Tianjin 20, Hebei 40, Shanxi 15, Shanghai 10, Jiangsu 25, Zhejiang 30, Anhui 10, Fujian 10, Jiangxi 50, Shandong 35, Hubei 20, Hunan 40, Guangdong 50, Guangxi 25, Hainan 1, Chongqing 5, Sichuan 50, Guizhou 10, Yunnan 10, Shaanxi 15, Gansu 15, Qinghai 2, Ningxia 2(Unit: 10,000 tons)s2Xin the transfer of corn officially launched, the price of the South is to continue to move forward or there will be a short-term decline, I believe that many people will have a question in mind, then we now from the analysis below to try to find the answers2X
First, can the transfer of corn have an impact on the price of the South?s2X
If this move has no impact on the Southern Market, then this is certainly not trues2X
The main part of the transfer of corn is to prepare for the market to stabilize the market through auction if necessary Therefore, if the price of corn in the south after July rises too fast, then do not rule out the possibility of the national auction, in this way, it can be said that the transfer of corn may narrow the southern corn price increase space, but when this problem is said, we can not ignore the problem of transfer time, because the auction step is more cumbersome, after passing the qualification examination, from It takes at least a month to get the food, and it now takes more than half a month for the job to move the bank alone, so even when the auction begins in August, conservatively says that at least after August, the negative impact on the Southern market is significantly limited s2X
From the grain quality point of view, it is understood that the state storage acquisition of the pre-merger of Heilongjiang grain source into the main, so this part of the transfer of corn in Heilongjiang grain source may account for a large part, and it is well known that this year Heilongjiang corn coke phenomenon is serious, such as foreign corn, grain quality general deviation, so if this part of the grain appears in the auction market, then for the grain quality requirements of feed enterprises, its purchase will be reduced, and the removal of corn will be reduced to its demand for the role of the relief s2X
If it's anything to say that the transfer of corn has a positive impact on the short-term Mercosur, it's not just that the start-up of the transfer could make rail transport slightly tighter It is understood that from the beginning of the year to date, the total amount of grain transport loading in the northeast is far below the estimated number of the year, so although the later transfer of the warehouse may make the railway capacity slightly tight, but due to the recent two years the transport environment significantly improved, so its driving force on the price of the sales area is also relatively limited s2X
Second, in addition to the factors of the transfer of other factors of influence analysis
s2X effective supply of more obvious, procurement difficulties to enhance the upward momentum Recently, the south of high-quality corn rise more rapidly, in a short period of one month, Hunan Changsha high-quality corn to the station price rose at least 40 yuan / ton, so in the southern market effective supply shortage and the continued reduction of high-quality corn supply has become more obvious, although there are supplies of grain sources everywhere, but high-quality corn difficult to harvest has become a problem facing some feed enterprises, and at present, there is no effective way to solve this problem, so it can be said that the price of high-quality corn is very narrow s2X
The grass-roots grain sources in the production areas are scarce, and the supply reduction and trade mentality support the price forward This year's food supply situation is different from previous years, because of the lessons learned from last year, this year regardless of the Northeast or North China small and medium-sized traders, basically did not carry out a large number of grain storage, so the current market in the production area of small and medium-sized traders without food, most of the grain concentrated in the hands of large trade and local grain banks For the current market, the main body of food bullish psychology is relatively strong, so its grain holding mentality and delivery rhythm will give the Northeast corn prices to form a strong support, in July-August green and yellow period, this kind of driving force will be directly transmitted to the southern sales area, it will also become the southern price acceleration of the biggest driving force s2X
Pigletfilling column is coming to an end, short-term corn demand is limited From the end of May, farmers began to start piglets to supplement the work, the last batch of pigs sold earlier farmers first began to fill the column, and piglet prices are also from mid-May only after the trend of recovery In June, piglets filled the column gradually into the peak, some areas appear pigletsupply shortage situation, high-priced piglets are still competing, although pig farming gradually began to resume, but because of the limited amount of piglets, but also in the early stage of growth, so the demand for corn temporarily did not appear more obvious improvement Then according to the piglet stoking column to calculate, a large number of corn demand will not appear until at least after the end of July, so in the short term feed raw material demand increase space is relatively small s2X
From the above aspects, we can see that the recent factors to promote the price of the sales area is still relatively adequate, perhaps at first glance, this matter is indeed both profitable and short, but because of its role in the relatively far, so the short-term market impact is limited, before August the price will still be a steady upward trend, and the cost and demand factors are still the main force of the price of the left and right, the rise of the space is still mainly due to the contradiction between supply and demand s2X from the official release of the June document, the transfer of corn gradually into the southern corn buyers' attention, not because of the lack of supply to pay attention to it, but because of the arrival of the transfer of corn will have an impact on its local market prices s2X
According to the instructions of the document, on July 5th, the transfer of corn should be officially launched, covering Hebei, Shanxi, Jiangsu, Zhejiang, South China, Central China and other regions Among them, Beijing 10, Tianjin 20, Hebei 40, Shanxi 15, Shanghai 10, Jiangsu 25, Zhejiang 30, Anhui 10, Fujian 10, Jiangxi 50, Shandong 35, Hubei 20, Hunan 40, Guangdong 50, Guangxi 25, Hainan 1, Chongqing 5, Sichuan 50, Guizhou 10, Yunnan 10, Shaanxi 15, Gansu 15, Qinghai 2, Ningxia 2 (Unit: 10,000 tons) s2X in the transfer of corn officially launched, the price of the South is to continue to move forward or there will be a short-term decline, I believe that many people will have a question in mind, then we now from the analysis below to try to find the answer s2X
First, can the transfer of corn have an impact on the price of the South? s2X
If this move has no impact on the Southern Market, then this is certainly not true s2X
The main part of the transfer of corn is to prepare for the market to stabilize the market through auction if necessary Therefore, if the price of corn in the south after July rises too fast, then do not rule out the possibility of the national auction, in this way, it can be said that the transfer of corn may narrow the southern corn price increase space, but when this problem is said, we can not ignore the problem of transfer time, because the auction step is more cumbersome, after passing the qualification examination, from It takes at least a month to get the food, and it now takes more than half a month for the job to move the bank alone, so even when the auction begins in August, conservatively says that at least after August, the negative impact on the Southern market is significantly limited s2X
From the grain quality point of view, it is understood that the state storage acquisition of the pre-merger of Heilongjiang grain source into the main, so this part of the transfer of corn in Heilongjiang grain source may account for a large part, and it is well known that this year Heilongjiang corn coke phenomenon is serious, such as foreign corn, grain quality general deviation, so if this part of the grain appears in the auction market, then for the grain quality requirements of feed enterprises, its purchase will be reduced, and the removal of corn will be reduced to its demand for the role of the relief s2X
If it's anything to say that the transfer of corn has a positive impact on the short-term Mercosur, it's not just that the start-up of the transfer could make rail transport slightly tighter It is understood that from the beginning of the year to date, the total amount of grain transport loading in the northeast is far below the estimated number of the year, so although the later transfer of the warehouse may make the railway capacity slightly tight, but due to the recent two years the transport environment significantly improved, so its driving force on the price of the sales area is also relatively limited s2X
Second, in addition to the factors of the transfer of other factors of influence analysis
s2X effective supply of more obvious, procurement difficulties to enhance the upward momentum Recently, the south of high-quality corn rise more rapidly, in a short period of one month, Hunan Changsha high-quality corn to the station price rose at least 40 yuan / ton, so in the southern market effective supply shortage and the continued reduction of high-quality corn supply has become more obvious, although there are supplies of grain sources everywhere, but high-quality corn difficult to harvest has become a problem facing some feed enterprises, and at present, there is no effective way to solve this problem, so it can be said that the price of high-quality corn is very narrow s2X
The grass-roots grain sources in the production areas are scarce, and the supply reduction and trade mentality support the price forward This year's food supply situation is different from previous years, because of the lessons learned from last year, this year regardless of the Northeast or North China small and medium-sized traders, basically did not carry out a large number of grain storage, so the current market in the production area of small and medium-sized traders without food, most of the grain concentrated in the hands of large trade and local grain banks For the current market, the main body of food bullish psychology is relatively strong, so its grain holding mentality and delivery rhythm will give the Northeast corn prices to form a strong support, in July-August green and yellow period, this kind of driving force will be directly transmitted to the southern sales area, it will also become the southern price acceleration of the biggest driving force s2X
Pigletfilling column is coming to an end, short-term corn demand is limited From the end of May, farmers began to start piglets to supplement the work, the last batch of pigs sold earlier farmers first began to fill the column, and piglet prices are also from mid-May only after the trend of recovery In June, piglets filled the column gradually into the peak, some areas appear pigletsupply shortage situation, high-priced piglets are still competing, although pig farming gradually began to resume, but because of the limited amount of piglets, but also in the early stage of growth, so the demand for corn temporarily did not appear more obvious improvement Then according to the piglet stoking column to calculate, a large number of corn demand will not appear until at least after the end of July, so in the short term feed raw material demand increase space is relatively small s2X
From the above aspects, we can see that the recent factors to promote the price of the sales area is still relatively adequate, perhaps at first glance, this matter is indeed both profitable and short, but because of its role in the relatively far, so the short-term market impact is limited, before August the price will still be a steady upward trend, and the cost and demand factors are still the main force of the price of the left and right, the rise of the space is still mainly due to the contradiction between supply and demand s2X
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