What is the concept of national standard for secondary corn?

Entering 1 1 month, the price increase of deep processing enterprises came from the northeast corn market. For example,1October 5th, 165438, Jilin Changchun Dacheng and Jincheng Company raised the purchase price of new corn by 50 yuan/ton again. Among them, the purchase price of second-grade corn 1400 yuan/ton, third-grade corn 1390 yuan/ton, moisture standard 14%, 1% mildew and 2% impurities. The actual moisture content of wet corn is 33.5%, the impurity 1.5, and the price is 0.557 yuan/kg; During last weekend, the purchase price of new corn in Gongzhuling Huanglong, a large corn deep processing enterprise in Jilin Province, rose sharply. The national standard second-grade corn listed purchase price 1.370 yuan/ton, up by 70 yuan/ton from the beginning of last week; The purchase price of Siping Tiancheng, a large corn deep processing enterprise in Jilin Province, was raised. The second-grade corn in the national standard of this department 1.430 yuan, 1. 1.5 deducted 1.5, which was higher than last week by 30 yuan. It's been about a month since deep processing enterprises started large-scale acquisition, and the purchase price of corn has been high, and the acquisition is deserted. Recently, deep processing enterprises have continuously raised the purchase price of corn. The reasons are as follows: First, with the continuous consumption of processing and production, the existence of old grain depots in some deep processing enterprises is gradually decreasing. It is reported that the old grain inventory of Jilin Changchun Dacheng Company can only be maintained until the end of this month or early next month. If the market can't form a centralized listing situation of corn within this month, the new and old corn can't be handed over normally, and Dacheng Company will be worried about food shortage; Second, weather factors affect the threshing process, and the macro environment promotes farmers to be reluctant to sell. This year, the growth period of corn was delayed, and the harvesting and threshing were delayed by about 20 days. In addition, farmers are reluctant to sell, and their strong bullish psychology makes them have high expectations for corn prices, and the current sales volume is small; Third, the quality of corn in Northeast China is better this year, especially in terms of moisture. The moisture content of newly produced corn in most areas is obviously lower than that in the same period of last year, and the risk of corn storage is greatly reduced; Fourth, at present, traders and grain depots actively digest old corn stocks and begin to prepare for the acquisition of new grain. In order to obtain more grain sources as soon as possible, it is inevitable for deep processing enterprises to raise prices. Generally speaking, after nearly a month of tug-of-war, some enterprises' inventory crisis appeared, taking the lead in raising prices, breaking the calm situation of the previous acquisition market and opening the prelude to a new round of price increases in the later period.

The rise in oil prices has affected the increase in railway freight rates, and domestic corn prices have been boosted by favorable conditions.

Recently, international crude oil futures prices have continued to rise sharply, boosting domestic corn prices. On the one hand, although China strictly restricts the use of corn to process fuel ethanol and alcohol and other industrial products, the United States will continue to expand the consumption of corn fuel ethanol, resulting in tight international corn supply and demand. Recently, the price of CBOT corn futures has strengthened again.165438+February 2 CBOT 65438+February contract once exceeded 380 cents per bushel. The strength of international corn futures prices indirectly supported domestic corn futures prices. On the other hand, the National Development and Reform Commission recently issued a notice, deciding to increase the price of gasoline, diesel and aviation kerosene by 500 yuan 1 1 per ton from 0: 00 on June 6. After the adjustment of refined oil prices, the prices or charges of railway freight, road transportation and other related services need to be adjusted appropriately. Driven by the recent increase in refined oil prices, the freight rate of Northeast Railway was raised by 0.002 yuan/km compared with the previous period. According to preliminary calculation, the freight from Jilin to Dalian has increased by 60-70 yuan/car, while that from Shandong has increased by about 200 yuan/car. Affected by this, the arrival cost of corn in north and south ports and sales areas will increase. In addition, the rising oil price increases the production cost of farmers' corn through the price transmission mechanism, and the price of corn is supported.

Southern feed enterprises are more inclined to purchase Huanghuai corn, and northeast corn has a certain degree of substitution.

It is understood that feed enterprises in the southern marketing area have been listed in batches based on the transportation problems of northeast corn and the current situation. At present, they are more inclined to purchase corn from Huanghuai, and the corn in the northeast has a certain degree of substitution. Among them, the corn demand of feed enterprises in Jiangsu, Hunan, Hubei, Sichuan and Chongqing can be obtained from Huanghuai River Basin and parts of southwest China, so it is not urgent to purchase corn from northeast China. At the same time, the price of new corn from Henan to Jiangsu is tens of dollars lower than that of northeast corn, which is a pressure on northeast corn. However, on the whole, in the short term, the main demand in the south will be stable procurement, and the market behavior of snapping up corn will not appear, and the spot price of corn will not fluctuate rapidly and greatly. However, before the batch listing of new grain in Northeast China, with the increase of demand rigidity, the price is expected to rise slowly.

The corn futures market has risen sharply, and the short-term rise in the current price against the market is expected to continue.

Some time ago, both the supply and demand sides of the market were confused about the market outlook, and all subjects were watching, as can be seen from the fact that the main contract of the futures market has been running at 1630- 1670 yuan/ton. However, due to the price increase of some deep processing enterprises in Jilin, the main contract of Dalian corn, C0805, broke through the strong daily limit of 10 on June 29, which has broken this market expectation equilibrium. By the close of165438+1October 6, the price of Dalian corn futures continued to rise. However, the bulls made profits at a high level and the futures price slipped from a high point. At present, the futures price is only one step away from the previous high point, and the later trend will be more critical. Once the previous high point is broken, the upside of the market will be opened, and the anti-seasonal rising market may be intensified. On the other hand, the CBOT corn market continues to maintain a high volatility, the harvest is progressing smoothly, and the market news is calm. The crude oil market is surging and hitting record highs, which is beneficial to the agricultural products market with energy attributes. However, the lack of its own news makes the corn market always in a fluctuation range. In the short term, the corn market may continue to fluctuate at a low level, waiting for good news to lead the market breakthrough.