Poultry market: In terms of white feather broilers, in June, the price showed a downward rebound trend, with a monthly average price of 3.52 yuan / catty, down 6.9% month-on-month and 19.1% year-on-year! In June, due to the sluggish demand follow-up, the slaughter enterprises started to control the volume, the supply pressure increased sharply, and the price fell under pressure, but after entering the middle and late months, as the price hit the low value of 3.4 yuan / catty, the market appeared to rise against the trend, but the rise was slightly limited!
According to the analysis of the agency, according to the rhythm of the chicken seedlings to fill the column, in July, the supply side was relatively stable, and the market supply showed a situation of "weak first and then strong". On the demand side, due to the students' holidays, the demand for canteens has weakened, while the losses of slaughtering enterprises have increased, and the price reduction mentality is stronger.
However, due to the price of chicken in many places to hit the stage low, downstream products have a certain bottom-up replenishment operation, the market is long and short, in the short term, the white feather broiler market or will maintain a volatile trend!
In terms of green-legged hemp chicken, in June, the average price of hemp chicken slaughter was 5.81 yuan, up 0.29 yuan from the previous month, an increase of 5.25%! On the one hand, due to the tight supply pattern, the number of slaughter at the breeding end is limited, and it is difficult for slaughtering enterprises to procure; On the other hand, the price of pork has risen, the demand for alternative consumption has rebounded, and the purchase and sales before the Dragon Boat Festival are hot.
Personally, I believe that in the short term, due to the small volume of Maji slaughter, the bottom of the price support is strong, however, on the demand side, in mid to early July, affected by the student holiday, the consumption support weakened, and there is a certain pressure on the price! However, after entering the middle and late half of the year, with the increase in the number of teacher appreciation banquets and college banquets, the demand support has gradually strengthened, and the price may return to the upward trend!
Aquatic market: Recently, with the gradual increase in the storage of adult fish in general water, the supply pattern has gradually relaxed, and the price pressure is weak! In terms of special aquaculture, recently, many places in the south have continued to precipitate, fish diseases have increased, and prices have fluctuated!
In the general water category, this week, the average price of grass carp is 6 yuan / catty, and the price is stable, but in central China, affected by continuous precipitation, the market purchase and sales are low, and there is a certain phenomenon of fish disease in some areas, and the price has declined slightly; In terms of crucian carp, this week, the average price out of the pond was 9.4 yuan / catty, down 5.2% from last week, the price of crucian carp fell sharply, and the demand lacked obvious support; In terms of carp, this week, the average price out of the pond was 6.3 yuan / catty, up 7.1% from last week, and the price of carp rose sharply, mainly due to the low price in the early stage, and the market has a certain phenomenon!
In terms of special water, this week, the price of raw fish out of the pond is 9 yuan / catty, the price is stable, the raw fish market is sufficient, the demand is followed up in general, and the price remains stable! This week, the price of yellow catfish was 14.8 yuan / catty, the price rose by 1.7%, and the yellow catfish market maintained a strong trend, mainly due to the small number of adult fish storage ponds in stages, and the supply was relatively low; This week, the average price of California perch out of the pond is 20 yuan / catty, the price is stable, the farmers are more enthusiastic about seedlings, the supply of adult fish in the market is general, and the demand is followed up in general, in particular, the continuous precipitation in the south affects the performance of purchase and sales!
At the same time, in terms of domestic gasoline and diesel, oil prices ended the fundamentals of the decline in the second quarter, and the market showed a trend of "wings" rising!
It is reported that from the end of April to the end of June, in the domestic refined oil market, oil prices have undergone 4 price adjustments, among them, the rise and fall of the situation of "3 down and 1 stranded", the price of gasoline and diesel has dropped by 495 yuan and 470 yuan / ton, and the 92 gasoline at gas stations around the country has dropped by about 4 cents / liter!
However, at 24 o'clock on June 27, the 13th oil price adjustment of the year, by the unilateral rise in international oil prices, the domestic crude oil change rate was about 4.99%, and the price of gasoline and diesel prices reached 210 yuan and 200 yuan / ton respectively, and oil prices showed a sharp rise in oil prices, among them, the average price of No. 92 gasoline briefly fell to the "7 era" and jumped to the "8 era" again!
The rise in oil prices may kick off the rise in the third quarter! According to the analysis of institutional data, referring to the changes in the international crude oil market last Friday, the 14th refined oil price adjustment in 2024, 2 working days before the end of the current end, the crude oil change rate is 1.62%, and the price of gasoline and diesel has risen by 80 yuan/ton, which is equivalent to an increase of about 0.06~0.08 yuan for 92/95 gasoline!
Oil prices "high start", there are still 10 days before the price adjustment, although there is a certain negative in the international crude oil market, after all, the stage of the United States crude oil consumption season, the actual performance is less than expected, which temporarily supported the weak oil price!
However, from a rational point of view, as the energy demand in the third quarter has entered the peak season, the global energy supply is weak and the support of strong demand is strong, and the agency generally estimates that the outlook for energy consumption is more optimistic, and the crude oil price center in the third quarter may further strengthen, which is bound to support the rising trend of domestic oil prices! However, due to the repeated "sideways" of the Fed's interest rate cut expectations, which has a certain impact on short-term market sentiment, the author will continue to pay attention to the changes in the market and update the latest daily oil price adjustment news in a timely manner!