As mentioned in the editor's article yesterday, the director has already set the "tone" - in other words, no one should give me a blind toss, as long as you "have a ghost in your heart", I have a way to do it.
As expected, some enterprises in Henan and Hubei have begun to "express their positions" in advance:
(1) Hubei Jingmen Tianqi wheat noodles: The purchase price of Xinmai in 24 years was 1.2 yuan, up 2 points.
(2) Wudeli in Zhoukou, Henan: The purchase price of new wheat in 24 years was 1.245 yuan, up 1.3 points.
(3) Henan Suiping Wudeli: The purchase price of new wheat in 24 years was 1.238 yuan, up 8%.
(4) Henan Anyang Hualong: Chen Mai 1.29 yuan. The bulk market increased at a price increase of 790, and the price increase was less than 11.5, and the acquisition of Xinmai was suspended.
At the same time, the most important thing is that the reserves that are not the main wheat producing areas are starting to give the market a sample:
China Grain Reserves Hunan Branch: The price of new wheat in 2024 is 1.275 yuan.
China Grain Reserves Hubei Branch: The price of new wheat in 2024 is 1.275 yuan.
China Grain Storage Sichuan Branch: The price of new wheat in 2024 is 1.28 yuan.
Flour companies really don't take "wheat in the hands of farmers, not wolves"! Such a low purchase price is obviously aimed at breaking the minimum protective price, which is tolerable and unbearable -- we must firmly guard the bottom line of "growing grain and selling it."
Hello friends, today is May 18, 2024, and it is basically unrealistic for Hubei to want a large outflow of wheat at present, because the surrounding flour enterprises and feed companies have been firmly locked.
Next is the southern part of Henan and Anhui region, which has become a depression in the price of new wheat, and the loading of 1.185 yuan in southern Anhui is about 1.24 yuan in Shandong, which can be seen that it is still profitable.
As mentioned in yesterday's article, due to the different progress of wheat harvesting and due to the expected weather changes, some areas are harvesting ahead of schedule. As you can imagine, the moisture content of wheat is large, and more than 30 moisture is rare.
There is no way, farmers are afraid that because of the weather, the wheat will appear after the rain, and they will be harvested at the most important "filling period" node, resulting in large moisture and low bulk density, and the price will definitely be very low.
Henan doesn't know what's going on in the past two years, corn "mildew" more, last year's wheat "sprouts", this year there is a whole "hot dry wind" - everything is to make Henan "greedy".
For traders, this kind of wheat is the "golden pimple" of the future - the purchase cost is about 7~8 cents, the loading price is only more than 8 cents, and the cost after drying is about 1.2 yuan.
Whoever has the ability, who has the vision, and who is the first to take the lead, will earn. So, the biggest test for wheat traders this year is to get cheap wheat – even harder.
Because, when wheat is concentrated on the market, it is the day when the price of wheat rises, and the coconut wind cannot stop it.
See what this means? Whoever has Chen Mai in his hands is the "dazzling star" of the future.
1. This year's wheat will have different yields in various regions: some areas have high bulk density, good quality, low toxins, and high yields; In some areas, the yield is reduced, the bulk density is low, the quality is not good, and the toxins are high; Some areas have high yields, low bulk density, good quality and low toxins; All kinds of situations are a hundred flowers blooming;
2. Farmers' recognition of wheat prices, especially large farmers, due to the high price of wheat last year, the rising cost of land rent, last year's yield per mu was 1000~1200 catties, and this year it was only about 600~700 catties.
3. Judging from the current sporadic market, most of the wheat is basically a feed mill, and the price is not low, which makes flour companies give up their enthusiasm for new wheat procurement. But for now, it is only temporary, and it will be revised when it is listed in large quantities.
4. The policy has given the direction - especially the stage when farmers sell grain.
To sum up, first-come, first-served, first-come, It's time to test the cognition and ability of all traders! (Personal opinion, for reference only, does not represent correct, all nonsense)
The latest national wheat purchase price on May 18, 2024
Hebei Daimyo Wudeli: 1.27 yuan, down 5 cents.
Hebei Jinmai Lang Longyao: 1.28 yuan for the cart, 1.26 yuan for the car, 5 cents.
Shandong Feixiang noodle industry: Chen Mai 1.3 yuan.
Shandong Qingyuan Food: 1.26 yuan, down 2 points.
Shandong Jining Hualong Farm: Pumai 1.29 yuan, 1 point.
Shandong Weifang flour: 1.3 yuan for white wheat and 1.28 yuan for red wheat, down 1 point.
Shandong Dongming Wudeli: Xinmai 1.255 yuan, down 5%. The fourth workshop Chen Mai was 1.275 yuan, up 1.5 points.
Henan Anyang Hualong: Chen Mai 1.29 yuan.
Kaifeng Yihai, Henan: 1.265 yuan, down 5%.
Henan Xinxiang Wudeli: 1.27 yuan, down 5%.
Henan Zhoukou Wudeli: 1.27 yuan, up 1.5 points.
Henan Yanjin Keming: the same price of new aged wheat, 1.25 yuan.
Jiangsu Huasheng Flour Paste Company: Pumai 1.3 yuan, down 1 point.