Entering the first half of August, the bland market in the northern ports continues. The willingness to participate in the auction is not high, the transaction price is low, and the policy of corn arrival cost of the production area basically matches the cost of the port collection port. Under the background that the consumption in the south has not been obviously started, the trade is still dominated by self-delivery, and the port business has basically shrunk into storage With the transfer function, the cargo receiving and flat business in the port basically stagnate.
At present, the northern port purchases range from 1720-1770 yuan / ton, and the theoretical leveling is 1800-1830 yuan / ton. Guangdong's prices are still weak, inventories remain relatively high, and overall quality is deviating, and trade and sales pressure is high. The rotation of Liaoji corn stabilized at 1900-1920 yuan / ton has been close to 2 weeks, the deviation of corn is 1840-60 yuan / ton, and the north-south port theory upside down exceeds 30 yuan / ton. Imports of sorghum and barley were abundant, and poultry corn was hit hard. Remind to pay attention to the impact of typhoon season on port business, and the distribution of port inventory quality. It is expected that the carry-over inventory of Guangdong Port will drop during mid-August, which does not exclude the port's tailing trend.
The concentrated slaughter after the impact of heavy rains has increased the resistance of farmers to relatively low prices. The price of pigs in various places has rebounded slightly last week. The node of seasonal pig price rises in August and September, and the high-price piglets in winter and spring due to the sale pressure The supporting effect of the hurdle mentality will gradually appear, and the short-term pig price will show a strong shock. The relaxation of high-temperature weather has a positive effect on the market of poultry eggs, the speed of egg shipments has accelerated, and the elimination of chickens has been slowed down. After experiencing shock adjustments, egg prices generally increased late in the last week. After the 7th Hitachi autumn, the heat has to continue, falling to August 15 At the end of the day, laying hens and the Mid-Autumn Festival stocks are sporadic, and they are still expected to boost the product market.
Last week, the starch market's price trend was "one twists and turns". At the beginning of the week, interregional competition intensified and downstream demand dragged down. The contact method of the mandatory collar Liu Jiusi was aura, and some companies in North China and Northeast reported low prices to about 2,000 yuan / ton. The end-end transactions were slightly heard, basically touching the previous lows. Subsequently, the number of production cuts in some enterprises in North China increased, and southern enterprises just needed to replenish their warehouses. The downstream transactions showed a recovering improvement, and some enterprises in North China began to tentatively raise starch prices. On the whole, the current starch supply and demand pattern is still loose, but companies are willing to sell at a higher price, but the market sentiment has improved compared to the previous period. It is expected that starch prices will remain low and volatile in the later period.
Restricted by the weak downstream demand, downstream grain-using enterprises purchase cautiously, the northeast policy grain source outflow is blocked, and corn prices are weak. However, at present, the main suppliers are policy grain and southern new season spring corn, but due to the slowdown of policy grain outflow and the quality of southern new season spring corn, the price of corn is supported in the short term, especially for companies that purchase high-quality grain sources. . Therefore, before the large amount of corn in the new season is listed, the price decline is expected to be limited, and it is necessary to continue to pay attention to the dynamics of the new season corn policy.
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