When feed ingredients encountered "Black Monday", corn rose slightly lysine substantially increased prices.
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Last Update: 2020-07-29
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Source: Internet
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Author: User
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OA_show ('533');there is a kind of buy called "buy down not buy up", such as just past the double eleven hand festival, there is a buy called "buy up not buy down", such as the industrial chain on the feed raw materials marketWhen the hand party is still immersed in the "buy buy buy buy" joy, raw material procurement staff in the spot tension is very distracted by the "picking", more crazy commodity futures in the double eleven nights encountered blood wash, because the regulatory layer expressed "out of the mix always want to pay back" attitude is to adjust the handling fee, but also a clear notice to investigate the futures allocation, last Friday instant burst of the scene again stagedPrior to this, in September 2016 negative growth of up to four and a half years of PPI (producer price index) for the first time "positive", but this turn is not driven by consumption, but exists in the state policy control, liquidity flooding, the situation of liquidity to futures, commodity futures collective carnival, and in the recent intensity;Affected by industrial de-production capacity, some industries to consolidate production reduction, including January-September national coal production of 2.46 billion tons, down 10.5% Year-on-year, this year's domestic coal, iron ore, rebar and other large surges, in the face of this stampede black performance against the fall;Or because of the decline in production, or because of rising costs, coupled with speculation, there is a fan of fire, the recent agricultural products, non-ferrous, chemical futures crazy rise, finally fell in the double eleven this horror night, was poured by a big dive a coolThe gloom of Black Friday has not yet dissipated , and on November 14th , black Monday was again , with eight major contracts falling and commodity futures collective revelry in one paragraphvhjthe feed raw materials market, in the past month corn, soybean meal and other agricultural products futures rose significantly, since the end of September over-limit transport vehicles driving new regulations, freight increases, capacity tension of the impact of continuous fermentation, feed raw materials spot market is also crazy, soybean meal after the rise in protein raw materials, Corn rose after the by-products, amino acids, calcium hydrogen, trace group rise, of which 98 content lysine rose by 2500 yuan / ton in a month, part of the feed raw material focus turned to the weather and logistics, affected by the recent feed enterprise product quotation increase 50-150 yuan / tonAccording to Huitong statistics, since mid-October, the spot price of corn rose 65.53 yuan / ton, soybean meal spot price rose 50-60 yuan / ton (can refer to the table below), feed raw materials spot market when crazy enough?vhj vhj vhjBlack Swan year has, this year is particularly many, Brexit, Trump was elected since the small editor HuanHuando said, 9.21 ultra-limited transport vehicles new regulations can be said to be the feed raw materials sector "black swan", this year's impact on feed raw materials industry subverted the majority of the market, the new rules to speed up the survival of the freight survival and market integration, but also brought "down and increase" Rail car skin difficult to apply for, long sea freight price increase cycle, the recent multi-industry products concentrated on the rise of overlay logistics capacity decline, in the buy-up do not buy down the market mentality, the recent emergence of capacity competition situation, and the northern blizzard weather makes logistics more difficult, market panic mentality strengthened, logistics trouble not only make manufacturers increase costs, but also make some raw materials enterprises low performance rate, some raw materials in the market continued to be tight, procurement cycle to make the end of the supply of suppliesThis commodity futures collective cooling, the Northeast region will soon open a green channel for the upper amount of corn outflow for the logistics tension or will play a little relief, the follow-up weather is still concernedvhjonce crazy stock market property market by policy control on the beach, this is still the regulatory layer frequently shot to stabilize the market, a large number of swimming capital was strung to mourn the long-term sentiment was suppressed, the volume of the whole line shrinking, commodity futures 8 varieties of decline, including agricultural products, 14 day vegetable meal futures fell to stop soybean meal futures fell sharply, coupled with November USDA reported high-skewed, soybean arrival volume increased month-on-month news, protein raw materials spot market has cooled, but recently the oil plant soybean meal turnover holding the price mentality, cotton meal cost support today slightly rose against the trend, short-term protein raw materials market is still relatively resistant to declineCompared with soybean meal, corn market is more concerned about the impact of weather and logistics, policy surface bottom, spot circulation supply is tight, this year's logistics link time and cost increased, so that the Northeast corn market speed delayed, prices were raised, some feed enterprises plan corn inventory increased to about 25 days, corn market short-term support is strong shock14 consecutive day futures opened low in the morning, the whole day strong volatility, the end of the day, the main contract 1701 closing price of 1648 yuan, up 19 yuanvhjfinally look at the lysine market, lysine is mainly affected by the spot supply and demand side, this week some lysine manufacturers stopped reporting, gold corn and Dongxiao manufacturers significantly increased the price, middle-east factory futures price 98 content 11.5 yuan / kg, 70 content 6.7 yuan / kg, manufacturers hold a strong price mentality, to implement the pre-contract-based, coupled with the weather, logistics impact, the spot market supply continued to be tight, there is a feed enterprise out of stock phenomenon, 14th 98 content spot price is 10-12 yuan / kg, some dealers no goods stopped, southern shortage is more serious, lysine market due to short-term price shortage spot shortageHowever, Inner Mongolia, Northeast China since November to give subsidies to deep processing enterprises, northeast subsidy area starch enterprise theoretical profit has been more than 500 yuan / ton, with the subsequent increase in the northeast corn market volume, the Northeast deep processing enterprises gradually increased the operating rate, lysine rapid rise under the risk is also increasing, the medium-term lysine market uncertainty increased vhj feed Baba amino acids and additives certification supplier: vhj Shaanxi region: Shaanxi Chase Biotech Co., Ltd vhj Sichuan Region: Chengdu Green Branch Trading Co., Ltd vhj Northeast Region: Shunfeng Agricultural Group Co., Ltd vhj Feed Baba vitamin certification supplier: vhj Henan region: Zhengzhou Kaianke Trading Co., Ltd vhj Beijing: Beijing Bo Dali Non Technology Co., Ltd vhj Beijing Hongtai Hua Feed Co., Ltd vhj feed Baba certified producer vhj Hebei Kotai bio--- folate producer vhj Zhejiang Xinhe --- large vitamin, methionine producer vhj vhj vhj OA_show ('533'); There is a kind of buy called "buy down not buy up", such as just past the double eleven hand festival, there is a buy called "buy up not buy down", such as the industrial chain on the feed raw materials market When the hand party is still immersed in the "buy buy buy buy" joy, raw material procurement staff in the spot tension is very distracted by the "picking", more crazy commodity futures in the double eleven nights encountered blood wash, because the regulatory layer expressed "out of the mix always want to pay back" attitude is to adjust the handling fee, but also a clear notice to investigate the futures allocation, last Friday instant burst of the scene again staged Prior to this, in September 2016 negative growth of up to four and a half years of PPI (producer price index) for the first time "positive", but this turn is not driven by consumption, but exists in the state policy control, liquidity flooding, the situation of liquidity to futures, commodity futures collective carnival, and in the recent intensity;Affected by industrial de-production capacity, some industries to consolidate production reduction, including January-September national coal production of 2.46 billion tons, down 10.5% Year-on-year, this year's domestic coal, iron ore, rebar and other large surges, in the face of this stampede black performance against the fall;Or because of the decline in production, or because of rising costs, coupled with speculation, there is a fan of fire, the recent agricultural products, non-ferrous, chemical futures crazy rise, finally fell in the double eleven this horror night, was poured by a big dive a cool The gloom of Black Friday has not yet dissipated , and on November 14th , black Monday was again , with eight major contracts falling and commodity futures collective revelry in one paragraph vhj the feed raw materials market, in the past month corn, soybean meal and other agricultural products futures rose significantly, since the end of September over-limit transport vehicles driving new regulations, freight increases, capacity tension of the impact of continuous fermentation, feed raw materials spot market is also crazy, soybean meal after the rise in protein raw materials, Corn rose after the by-products, amino acids, calcium hydrogen, trace group rise, of which 98 content lysine rose by 2500 yuan / ton in a month, part of the feed raw material focus turned to the weather and logistics, affected by the recent feed enterprise product quotation increase 50-150 yuan / ton According to Huitong statistics, since mid-October, the spot price of corn rose 65.53 yuan / ton, soybean meal spot price rose 50-60 yuan / ton (can refer to the table below), feed raw materials spot market when crazy enough?vhj vhj vhj Black Swan year has, this year is particularly many, Brexit, Trump was elected since the small editor HuanHuando said, 9.21 ultra-limited transport vehicles new regulations can be said to be the feed raw materials sector "black swan", this year's impact on feed raw materials industry subverted the majority of the market, the new rules to speed up the survival of the freight survival and market integration, but also brought "down and increase" Rail car skin difficult to apply for, long sea freight price increase cycle, the recent multi-industry products concentrated on the rise of overlay logistics capacity decline, in the buy-up do not buy down the market mentality, the recent emergence of capacity competition situation, and the northern blizzard weather makes logistics more difficult, market panic mentality strengthened, logistics trouble not only make manufacturers increase costs, but also make some raw materials enterprises low performance rate, some raw materials in the market continued to be tight, procurement cycle to make the end of the supply of supplies This commodity futures collective cooling, the Northeast region will soon open a green channel for the upper amount of corn outflow for the logistics tension or will play a little relief, the follow-up weather is still concerned vhj once crazy stock market property market by policy control on the beach, this is still the regulatory layer frequently shot to stabilize the market, a large number of swimming capital was strung to mourn the long-term sentiment was suppressed, the volume of the whole line shrinking, commodity futures 8 varieties of decline, including agricultural products, 14 day vegetable meal futures fell to stop soybean meal futures fell sharply, coupled with November USDA reported high-skewed, soybean arrival volume increased month-on-month news, protein raw materials spot market has cooled, but recently the oil plant soybean meal turnover holding the price mentality, cotton meal cost support today slightly rose against the trend, short-term protein raw materials market is still relatively resistant to decline Compared with soybean meal, corn market is more concerned about the impact of weather and logistics, policy surface bottom, spot circulation supply is tight, this year's logistics link time and cost increased, so that the Northeast corn market speed delayed, prices were raised, some feed enterprises plan corn inventory increased to about 25 days, corn market short-term support is strong shock 14 consecutive day futures opened low in the morning, the whole day strong volatility, the end of the day, the main contract 1701 closing price of 1648 yuan, up 19 yuan vhj finally look at the lysine market, lysine is mainly affected by the spot supply and demand side, this week some lysine manufacturers stopped reporting, gold corn and Dongxiao manufacturers significantly increased the price, middle-east factory futures price 98 content 11.5 yuan / kg, 70 content 6.7 yuan / kg, manufacturers hold a strong price mentality, to implement the pre-contract-based, coupled with the weather, logistics impact, the spot market supply continued to be tight, there is a feed enterprise out of stock phenomenon, 14th 98 content spot price is 10-12 yuan / kg, some dealers no goods stopped, southern shortage is more serious, lysine market due to short-term price shortage spot shortage However, Inner Mongolia, Northeast China since November to give subsidies to deep processing enterprises, northeast subsidy area starch enterprise theoretical profit has been more than 500 yuan / ton, with the subsequent increase in the northeast corn market volume, the Northeast deep processing enterprises gradually increased the operating rate, lysine rapid rise under the risk is also increasing, the medium-term lysine market uncertainty increased vhj feed Baba amino acids and additives certification supplier: vhj Shaanxi region: Shaanxi Chase Biotech Co., Ltd vhj Sichuan region: Chengdu Green Branch Trading Co., Ltd vhj Northeast: Shunfeng Agricultural Group Co., Ltd vhj feed Baba vitamin certification supplier: vhj Henan region: Zhengzhou Kaianke Trade Co., Ltd vh Beijing area: Beijing Boai Nong Technology Co., Ltd vhj Beijing Hongtai Hua Feed Co., Ltd vhj feed Baba certified producer vhj Hebei Kotai bio--- folic acid producer vhj Zhejiang Xinhe cheng --- large vitamin, methionine producer vhj vhj vhj .
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