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Corn: the state control efforts, auction in a row in 2020, the corn market attracted the eyes of many investors, in the pre-storage inventory auction sold out, pig production capacity continued to recover, typhoon caused the main production area in the northeast to reduce production, tight global food supply and other factors under the joint effect of opening a wave of bull market, price index from the beginning of the year's lowest point along the way.
into December, the long and short sides returned to the game state, and as the corn new grain market process continues to advance, corn prices began to adjust.
of recent corn auctions, many people said that so intensive selling, corn really is going to fall, and some people will even say there is a risk of landslides fall.
specific point of view: December 11, Jilin targeted auction 560,000 tons of corn, the turnover rate of 99.74 percent, the average transaction price of 2309.52 yuan / ton; On December 17, Heilongjiang targeted auction of 710,000 tons of corn, the turnover rate of 88.5%, the average transaction price of 2292 yuan / ton; On December 21st, henan's central reserves rotated grain production of 114,000 tons of corn in 17 and 18 years; On December 22nd, the announcement of the national auction sales of corn was announced, and the total amount of corn produced in Jilin, Inner Mongolia and Liaoning regions in 14 and 15 years was 103,431 tons. Jilin's Lin-storage corn auction is only targeted at qualified enterprises in the province, Heilongjiang Province's auction scope extended to domestic qualified enterprises, and the 22nd of this month's Lin-storage corn auction scope is larger, there are no specific restrictions.
December 24th, a special auction fair will be held for the sale of Heilongjiang branch of the national temporary storage corn targeting bid, with a total of 956,000 tons of lin-storage corn invested in the transaction.
Soybeans: Imports of 92.8 million tons in the first 11 months, this year or broke a new record of 100 million tons of customs recently released data show that from January to November 2020, China's imports of soybeans reached 92.803 million tons, an increase of 17.5%, China's monthly imports of soybeans for six consecutive months for the same period in history.
international soybean sellers have surged in China since September, with several domestic soybean traders and soybean crushers stepping up their buying efforts, Reuters reported.
said demand for soybeans, whether pigs or poultry, was much better than expected.
" large inventories were digested better, and soybean margins hit the same high as in July last year.
" According to the agency's world grain silo estimates, China's arrival in December will reach 142 ships 9328,000 tons, China's total imports of soybeans is expected to reach 102 million tons by 2020.
zhang Xiaoping, chief representative of the U.S. Soybean Export Association for Greater China, also believes that China's soybean imports are expected to break the 100 million-ton record in 2020, breaking the record of 95.54 million tons set in 2017.
from the demand side, since this year, the negative impact of African swine fever on China's pig farming industry gradually eliminated, the industry is gradually recovering.
market consulting firm Chung Yi Consulting recently conducted research data on 269 pig breeding enterprises in China, showing that the current sow storage volume of 730.6 million head, an increase of 14.54 percent year-on-year, pig industry as a whole in the recovery process, compared with the African swine plague will be reduced by 32.98 percent.
forecast that the full year next year's fat pig out of the column may not be able to return to 2017 levels, but year-on-year growth of nearly 20%.
from the supply side point of view, Wang Yubin believes that the world's major soybean producing countries have high technical efficiency, low production costs, relative overcapacity and so on.
countries are more likely to export soybeans abroad than to produce and sell their own.
, Brazil and Argentina are the world's three largest soybean suppliers, accounting for about 80% of global soybean production.
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