Analysis of soybean meal market

Introduction: Recently, there has been a heated debate about the trend of soybean meal market Now, I will provide my humble opinions to all experts for discussion At present, there are two factors that affect the price of soybean meal: soybean policy and market supply and demand 1 Soybean policy 1 The final purpose of the introduction of "genetically modified regulations" is to control the import of soybeans to activate the domestic soybean market The import of soybeans only serves as a supplement to the domestic soybeans Therefore, the domestic soybean sales and price rise, and the price change of soybean meal relative to soybean oil is self-evident 2 The distribution of import oil quota has caused a sharp drop in oil price The quota of 5.69 million tons of oil has far exceeded the total amount of imports in previous years The price of soybean oil rises and the price of soybean oil falls, and the price of meal rises unavoidably Otherwise, how to calculate the processing cost of the oil factory? 3 The policy of "measures for the administration of inspection and Quarantine of imported and exported grain and feed" is made clear as follows: A processing enterprises are the main body of imports The chaos of soybean market is mainly caused by the blind import of middlemen This policy can basically be seen as clearing up the market, gradually making soybean import orderly, eliminating small processing enterprises with high processing costs, and further controlling the blind development of processing enterprises B straighten out the relationship between government approval and enterprise trade contract: first approve and then sign the contract It can be concluded that there is no basis for the statement that the interim certificate will be issued in the middle of April and the soybean will arrive at the end of April C define the two places for inspection, and the arrival inspection shall prevail With the change of the past practice, it still needs time to break in whether the foreign businessmen adapt to and have a psychological base D increase the approval process to facilitate the total amount control The key is "control." 4 The exemption of raw grain Railway Fund stimulated the circulation of domestic soybean The soaring price of domestic soybean production area is enough to prove that the purpose of this policy has been achieved, while the freight of soybean meal remains unchanged, one against one positive, and the market is clear 5 On the whole, a series of national policies have been put forward, "Xiang Zhuang dances with swords, aiming at Peigong" 2 Market supply and demand 1 With the warm season, the recovery of the breeding industry, the increase of the output of the feed factory, and the increase of the soybean meal as the bulk raw material, the contradiction between supply and demand is increasingly obvious 2 The depressed market of soybean meal has caused considerable pressure on the processing plant for a long time, which has the power and requirements to start the soybean meal market 3 Compared with the fish meal with the same protein raw material, the higher the price difference, the less space for the price reduction of fish meal, resulting in the adjustment of formula in some feed factories to increase the amount of soybean meal To sum up, I think the price of soybean meal has increased significantly (author:) share to feed micro-blog: