The era of profiteering for domestic crushing enterprises will come to an end

Introduction: in the near future, the transportation of soybeans by the Northeast Railway has improved significantly, the speed of import shipment has accelerated significantly, the commodity inspection certificate has been issued, and the arrival peak of imported crude soybean oil has appeared in succession, and the supply of domestic oil market represented by soybeans will improve significantly With the increase of oil plant operating rate, the author expects that the era of domestic crushing enterprises will end, the product price will return rationally, and businesses must be alert to market risks 9at Heilongjiang is the main soybean producing province in China, and the domestic small and medium-sized oil processing enterprises have a large demand for Heilongjiang raw soybean Some time ago, due to some objective reasons, it was difficult for Heilongjiang soybean to be transported abroad Many soybeans were overstocked in various railway freight yards According to the author's estimation, the total amount of soybeans detained was about 1-1.5 million tons On October 27, the Ministry of Railways issued two "gold medals" in succession, requiring Harbin Railway Branch to ensure that the number of Heilongjiang soybeans transported abroad with 1100 wagons per day increased significantly, which may be part of the domestic price control policy But the more that happens, the more the policy is enforced The practice of shipping in recent days has also proved this The result of this policy is self-evident In the era of huge profits for oil processing enterprises, the author does not believe that oil plants will not start 9at imported soybeans began to arrive in Hong Kong This kind of news is by no means accidental and absolutely reliable According to our country's strong contract with the U.S Department of agriculture and the situation of import shipment, we have reason to believe this According to market tracking, Guangdong and Shandong have each shipped us soybeans in recent days, with a total volume of 115000-120000 tons It is reported that Zhanjiang, Huangpu, Zhangjiagang and Qinhuangdao regions in Guangdong Province have imported soybeans recently Judging from the current situation of shipping schedule, Guangdong is the most important area For this situation, smart businesses should see the end of the vacuum period of imported soybeans In the later stage, the means for large enterprises to operate the market will change, and the era of production restriction and goods pressure will end They will quote their product prices according to the import cost and the appropriate squeeze profits 9at according to the author's tracking, November is the most concentrated season for the arrival of imported soybean oil in China, with an estimated arrival volume of 400000 tons It is estimated by the annual demand of 5 million tons in China, which is also equivalent to the consumption of one month in China It is conceivable that the supply is sufficient I don't believe that after the early stage of market snapping up, it will come for the second time 9at to sum up, the improvement of domestic soybean export conditions and the arrival of imported soybeans in Hong Kong will respectively ease the current situation of soybean supply shortage in China, especially in the northeast and North China, which will obviously improve, the risk of market fluctuation will increase, and the squeezing profit of oil plants will have a reasonable return 9At