玉米供需偏紧
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玉米价格打破"黑12月"规律逆势上涨,供需偏紧推动市场高位震荡
Jin Rong Jie· 2025-12-15 02:13
Group 1 - The corn market is experiencing an unusual trend this year, with prices rising contrary to the traditional decline seen in December [1] - Multiple factors contribute to this price increase, including a sharp reduction in imported corn due to global trade tensions and a continuous decline in domestic old grain inventory [1] - The quality issues of new grain, particularly in North China due to persistent rainy weather causing some corn to mold, are key factors driving prices up [1] Group 2 - Demand remains strong, with significant year-on-year growth in the inventory of pigs and poultry, leading to a substantial increase in feed demand that supports prices [1] - Recent corn futures prices have seen a notable correction, as rising prices since October have narrowed profit margins for deep processing enterprises, reducing their purchasing willingness [1] - In late December, it is unlikely that the Northeast region will see the usual large-scale grain sales, as farmers are reluctant to sell and prefer to hold onto their stocks due to premium purchasing policies [2]