Lysine: "Stagnation" drives market strength

into May, cold spring had been killed in the bottom of the lysine market finally get rid of the short, riding the protein raw materialmarket rebound ingress on the upmarket pathKilling when the reason is always simple and rough, indiscriminately killed the teacher master; In addition to the factors of grain, protein, culture, production, domestic demand and foreign tradeIn the short term, the often-neglected pusher of "stagnation" is exerting its powerYZr
1, Lido mayYZr(1) to be the first to because of soybean meal, including protein powder and DDGS, including the conventional protein raw materials of the strong market Lido lysine market, especially to boost the enthusiasm of terminal purchasesYZr
(3) Corn priceweakness stabilization, the end of the purchase of the pro-storage, although the market price is slightly weak, but 1400 or even 1200 of the short-sightedness was shattered, and therefore the anchoring of lysine is completely decoupledDue to the over-emption of corn many large-scale feeding enterprises weak procurement lysine, in the initial opening of the upstream channel has been emptyAlthough the corn fell Ulido, and the early "short corn weak lysine" this anchoring thinking of the wrong operation of the impact has not yet ended, the future will continue to release Lisine market Lido, especially in June-July may cause "forced position" marketYZr
(4) May domestic demand is likely to recover more than expected, in April, the parties on the domestic feed demand downturn judgment is more consistent, pig prices continue to push up, while the meat and poultry market was limited, aquatic materials affected by the weather less than expectedBut into May, the change of mentality caused by the increase in procurement volume, feed raw materialconsumption speed has also significantly increased On the one hand, the consumption demand of The Dragon Boat will boost the demand for feed for livestock and poultry farming ahead of time, on the other hand, aquaculture demand should also be concentrated from a seasonal perspective It is therefore worth noting whether the internal consumption in May-June is underestimated Is the security of the pre-enterprise plan sufficient "safe" and will it be consumed in advance? YZr
　　(5) Lysine market "empty multi" market not only in the domestic market, the end of April and early May foreign trade low-cost centralized signing orders, the centralized delivery of foreign trade orders will play a supporting role in the June and July market, and may make the June-July domestic trade available volume decline YZr
　　(6) Supply may decline At present, although the price of corn has a correction, but the market grain source is not large lyaze, late enterprises also have to look forward to the storage and release of grain In the process of waiting, there may be a reduction in the production of some low-interest products due to a shortage of food supplies Some companies have already cut production, lysine is also likely to reduce production, and this may have happened in April If this reduction in production is likely to be realized, it is that the decline in the actual supply of the market is far more direct than the summer production reduction speculation on the market YZr
　　(7) The above lidos are guesses But there is now a hidden lidon has begun to push the spot market stronger YZr
　　At present, the early low-cost orders are affected by a variety of comprehensive factors, manufacturers slowly delivery speed, "slow execution" of the impact of the weight is being magnified Final enterprises hand orders, but the warehouse is out of stock, helpless need to find another channel to supplement high-priced orders "Stagnation" is driving the market to further strengthen, especially the Lido spot market YZr
　　2, the negative may YZr (1) protein raw materials can continue to be sustained, affecting the procurement mentality of lysine, the current price has not affected the amount added YZr
　　(2) Consumption growth rate may slow down, the holiday elasticity effect after the Dragon Boat Festival disappears, breeding demand back into the seasonal recovery channel, but the rate of consumption of raw materials may show a month-on-month decline in consumption, which may affect the mentality YZr
　　(3) The above negatives are speculation YZr
　　3, summary YZr the current domestic lysine market as a whole is on the rise, Lido is significantly larger than the negative For terminal demand enterprises, the order does not guarantee inventory security, the order is executed on schedule, spot to the library is the key YZr into May, cold spring had been killed in the bottom of the lysine market finally get rid of the short, riding the protein raw materialmarket rebound ingress sit on the upmarket path Killing when the reason is always simple and rough, indiscriminately killed the teacher master; In addition to the factors of grain, protein, culture, production, domestic demand and foreign trade In the short term, the often-neglected pusher of "stagnation" is exerting its power YZr
　　1, Lido may YZr (1) to be the first to because of soybean meal, including protein powder and DDGS, including the conventional protein raw materials of the strong market Lido lysine market, especially to boost the enthusiasm of terminal purchases YZr
　　(3) Corn priceweakness stabilization, the end of the purchase of the pro-storage, although the market price is slightly weak, but 1400 or even 1200 of the short-sightedness was shattered, and therefore the anchoring of lysine is completely decoupled Due to the over-emption of corn many large-scale feeding enterprises weak procurement lysine, in the initial opening of the upstream channel has been empty Although the corn fell Ulido, and the early "short corn weak lysine" this anchoring thinking of the wrong operation of the impact has not yet ended, the future will continue to release Lisine market Lido, especially in June-July may cause "forced position" market YZr
　　(4) May domestic demand is likely to recover more than expected, in April, the parties on the domestic feed demand downturn judgment is more consistent, pig prices continue to push up, while the meat and poultry market was limited, aquatic materials affected by the weather less than expected But into May, the change of mentality caused by the increase in procurement volume, feed raw materialconsumption speed has also significantly increased On the one hand, the consumption demand of The Dragon Boat will boost the demand for feed for livestock and poultry farming ahead of time, on the other hand, aquaculture demand should also be concentrated from a seasonal perspective It is therefore worth noting whether the internal consumption in May-June is underestimated Is the security of the pre-enterprise plan sufficient "safe" and will it be consumed in advance? YZr
　　(5) Lysine market "empty multi" market not only in the domestic market, the end of April and early May foreign trade low-cost centralized signing orders, the centralized delivery of foreign trade orders will play a supporting role in the June and July market, and may make the June-July domestic trade available volume decline YZr
　　(6) Supply may decline At present, although the price of corn has a correction, but the market grain source is not large lyaze, late enterprises also have to look forward to the storage and release of grain In the process of waiting, there may be a reduction in the production of some low-interest products due to a shortage of food supplies Some companies have already cut production, lysine is also likely to reduce production, and this may have happened in April If this reduction in production is likely to be realized, it is that the decline in the actual supply of the market is far more direct than the summer production reduction speculation on the market YZr
　　(7) The above lidos are guesses But there is now a hidden lidon has begun to push the spot market stronger YZr
　　At present, the early low-cost orders are affected by a variety of comprehensive factors, manufacturers slowly delivery speed, "slow execution" of the impact of the weight is being magnified Final enterprises hand orders, but the warehouse is out of stock, helpless need to find another channel to supplement high-priced orders "Stagnation" is driving the market to further strengthen, especially the Lido spot market YZr
　　2, the negative may YZr (1) protein raw materials can continue to be sustained, affecting the procurement mentality of lysine, the current price has not affected the amount added YZr
　　(2) Consumption growth rate may slow down, the holiday elasticity effect after the Dragon Boat Festival disappears, breeding demand back into the seasonal recovery channel, but the rate of consumption of raw materials may show a month-on-month decline in consumption, which may affect the mentality YZr
　　(3) The above negatives are speculation YZr
　　3, summary YZr the current domestic lysine market as a whole is on the rise, Lido is significantly larger than the negative For terminal demand enterprises, the order does not guarantee inventory security, the order is executed on schedule, spot to the library is the key YZr
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