Lysine lissin liponic superposition, increased risk of escape

since the bottom of the market rebounded in April, 70% lysine price swell edaine has risen about 28%, 98.5% of the price has increased by about 27%Into July Lido gradually released, the strong market is softAlthough the production enterprises have raised their quotations one after another, but it is difficult to hide the current situation of the volume of transactionsLack of support on the demand side, supply side expectations of pressure gradually amplified, the market in July is now the possibility of increasedIn this game environment, the market maintains a strong inertia, but all kinds of "supply may be reduced" news frequently released, the hype of the intention has become a clear flight signal1, the impact of related raw materials on theckcJuly a variety of raw materials to end the strong plate, into the pattern of shocks, part of the lisine-related varieties trend weakened overlay of negative impactCorn: the policy of grain enough to put, the supply of loose grain sources, the market price return to rationality, the price trend is weakSoybean meal: the recent market oscillation operation, frequent price fluctuations, short-term overall trend is weakHighlight here: corn, soybean meal market on lysine has an impact, but not "all" is a direct correlation of the impact, such as soybean meal price slynin ether added amount will certainly increase, such as corn up and down lysine must be the same trendReasons are omitted from self-researchAt present, the influence of corn on lysine is reflected in "price expectation" and the influence of soybean meal on lysine is reflected in "procurement expectation"Through the corn price anchorly lysine price, through the soybean meal market anchor lysine safety inventory, although not reasonable but indeed the prevailing phenomenonCorn, soybean meal weak trend, the market on lysine market anchor ingenuity forecast downwards, procurement enthusiasm weakened, market pressure to expandIf the future soybean meal market becomes stronger, buyers on lysine safety inventory anchoring expectations may be readjusted, but we also need to take into account the first half of the soybean meal bull market, the terminal numbness of the market, soybean meal on lysine procurement profit may need to be very strong market to achieve2, supply and demand pattern reset Ckc here to emphasize: talk about the impact of supply and demand on the market when we talk about what? We talk about the pace of sales, inventory expectations, and thus the impact on the market 　　July is the window period of the market, the production enterprises in the early order delivery completed, as the main buyer of the Group terminal enterprises ready security inventory In the market, the market is impartial buyers and sellers, the low social inventory is not pointed At this time, the future supply surface changes are not out of line with expectations, even if the overhaul and the same time will reduce production, but also the first half of the market has been classified into the market impact category However, changes in the demand side have moved out of expectations and the impact of the floods has not recovered as expected Exports also continued to be strong as expected Supply-demand increases and social inventory reconfigurations 　　(Note: Supply here refers to domestic supply, exports attributed to demand) Ckc 3, the market situation Ckc manufacturers: no inventory pressure, but the signing situation is getting worse, the task volume of sales pressure is growing, In July several quotation resonance effect is poor, better profit situation, sales attitude has a trend of differences The offer is relatively strong, but it is mutually constrained 　　Trade links: small and medium-sized enterprises consumption slow, inventory enough, numb wait and see Traders poor purchasing power, poor sales power, there are still inventory traders inventory costs lower than the current manufacturers quote, trade market prices and manufacturers quoted upside down is a very normal phenomenon In particular, traders may sell ahead of the top, which may be the trigger for the market turning point downwards The overall market atmosphere is empty 　　Large terminal: adequate safety inventory, do not catch up do not kill down, maintain dynamic safety inventory, because the inventory level is not high, most of the group feeding enterprises for the market to maintain a stable view 　　4, summary: Ckc the current external influence factors on the domestic lysine market is basically short, it is difficult to find effective profits Core influencing factors around the supply of production enterprises and large-scale terminal procurement volume, in the absence of expectations of the release of Lido, if in a month can form another forced position, may become part of the enterprise's escape time Even wait for the next forced position, first win some non-mainstream enterprises to reduce price promotion, the market turned down Ckc since the bottom rebound in April, 70% lysine price swell edion price rose about 28%, 98.5% of the price has increased by about 27% Into July Lido gradually released, the strong market is soft Although the production enterprises have raised their quotations one after another, but it is difficult to hide the current situation of the volume of transactions Lack of support on the demand side, supply side expectations of pressure gradually amplified, the market in July is now the possibility of increased In this game environment, the market maintains a strong inertia, but all kinds of "supply may be reduced" news frequently released, the hype of the intention has become a clear flight signal 　　1, the impact of related raw materials on the ckc July a variety of raw materials to end the strong plate, into the pattern of shocks, part of the lisine-related varieties trend weakened overlay of negative impact 　　Corn: the policy of grain enough to put, the supply of loose grain sources, the market price return to rationality, the price trend is weak 　　Soybean meal: the recent market oscillation operation, frequent price fluctuations, short-term overall trend is weak 　　Highlight here: corn, soybean meal market on lysine has an impact, but not "all" is a direct correlation of the impact, such as soybean meal price slynin ether added amount will certainly increase, such as corn up and down lysine must be the same trend Reasons are omitted from self-research 　　At present, the influence of corn on lysine is reflected in "price expectation" and the influence of soybean meal on lysine is reflected in "procurement expectation" Through the corn price anchorly lysine price, through the soybean meal market anchor lysine safety inventory, although not reasonable but indeed the prevailing phenomenon Corn, soybean meal weak trend, the market on lysine market anchor ingenuity forecast downwards, procurement enthusiasm weakened, market pressure to expand If the future soybean meal market becomes stronger, buyers on lysine safety inventory anchoring expectations may be readjusted, but we also need to take into account the first half of the soybean meal bull market, the terminal numbness of the market, soybean meal on lysine procurement profit may need to be very strong market to achieve 　　2, supply and demand pattern reset Ckc here to emphasize: talk about the impact of supply and demand on the market when we talk about what? We talk about the pace of sales, inventory expectations, and thus the impact on the market 　　July is the window period of the market, the production enterprises in the early order delivery completed, as the main buyer of the Group terminal enterprises ready security inventory In the market, the market is impartial buyers and sellers, the low social inventory is not pointed At this time, the future supply surface changes are not out of line with expectations, even if the overhaul and the same time will reduce production, but also the first half of the market has been classified into the market impact category However, changes in the demand side have moved out of expectations and the impact of the floods has not recovered as expected Exports also continued to be strong as expected Supply-demand increases and social inventory reconfigurations 　　(Note: Supply here refers to domestic supply, exports attributed to demand) Ckc 3, the market situation Ckc manufacturers: no inventory pressure, but the signing situation is getting worse, the task volume of sales pressure is growing, In July several quotation resonance effect is poor, better profit situation, sales attitude has a trend of differences The offer is relatively strong, but it is mutually constrained 　　Trade links: small and medium-sized enterprises consumption slow, inventory enough, numb wait and see Traders poor purchasing power, poor sales power, there are still inventory traders inventory costs lower than the current manufacturers quote, trade market prices and manufacturers quoted upside down is a very normal phenomenon In particular, traders may sell ahead of the top, which may be the trigger for the market turning point downwards The overall market atmosphere is empty 　　Large terminal: adequate safety inventory, do not catch up do not kill down, maintain dynamic safety inventory, because the inventory level is not high, most of the group feeding enterprises for the market to maintain a stable view 　　4, summary: Ckc the current external influence factors on the domestic lysine market is basically short, it is difficult to find effective profits Core influencing factors around the supply of production enterprises and large-scale terminal procurement volume, in the absence of expectations of the release of Lido, if in a month can form another forced position, may become part of the enterprise's escape time Even wait for the next forced position, first win some non-mainstream enterprises to reduce price promotion, the market turned down Share it on feed