Due to the further increase in fertilizer prices in the following two months, recently, the central finance and economics issued a fund of 654.38+0 billion yuan, and once again issued a one-time agricultural subsidy to the actual grain farmers.
Who can get part of this subsidy of 654.38 billion yuan? According to the regulations in the document, the first condition for qualifying for this 65.438+0 billion yuan is the farmers who actually grow grain. That is to say, even if farmers have land, they still can't get the money for each kind of land, but the people who can get the money mainly include the following categories: 65.438+0. A large farmer who circulates land to grow food.
2. Farmers who grow grain on their contracted land.
3. Farmers' cooperatives.
4. Family farm.
5. Agricultural enterprises.
6, individuals and organizations to carry out the whole process of grain planting and harvesting social services.
In the future, these individuals or organizations will be able to receive their own subsidies through "one card" and other forms.
The central finance and economics issued a one-time subsidy of 30 billion yuan for agricultural materials. The fundamental reason is that the price of chemical fertilizer continues to rise. There are two good news about fertilizer prices to share with farmers:
1, the price of urea began to decrease.
At the beginning of last week, the price of urea reached an all-time high of 3300-3500 yuan/ton. With the decline of the enthusiasm of receiving goods downstream, and the dual effects of giving priority to domestic supply of urea and reducing export volume as required, the price of urea in Shanxi, Hebei, Shandong and other regions has been loosened by 30-50 yuan/ton.
Moreover, the agency predicts that as the north enters the off-season of staged agricultural demand and industrial demand, it will be more cautious in the face of high-priced downstream receiving goods, and it is expected that the domestic urea price will be slightly loose and weak in a short time.
2. The compound fertilizer market stopped rising and stabilized.
Affected by high raw material prices, the price of compound fertilizer in China is soaring, with 45% chlorine (315) 3,700-4,000 yuan/ton and 45% sulfur (14:16:15/3/kloc-).
With the change of agricultural production, the demand type of compound fertilizer market is also changing. At present, rice fertilizer is the main fertilizer in the south, and some areas in the north focus on wheat-based fertilizer, so it is easy to change. Compound fertilizer enterprises mainly fulfilled the previous orders, and some enterprises suspended taking orders, so the market stalemate continued. It is expected that the price of compound fertilizer in China will remain stable in the short term.
First, the pig price has "changed" and stopped rising and stabilized.
In early May, under the influence of multiple factors, such as the second fattening at the end of breeding, the increase of spare sows and piglets, the price of farmers, the decline of imported pork and the adjustment of reserve meat storage, the price of live pigs increased greatly. At the peak, the average price of live pigs broke through 8 yuan and rose to 8.05 yuan/kg.
However, the terminal pork consumption has not fully recovered, and it is also in the off-season. In the state of pig overcapacity, the rising trend of pig price has changed. On May 23, the pig price stopped rising and stabilized, including East China, North China, Northeast China and Central China. Pig prices in South China and Southwest China were mainly stable, with the decline narrowing by 0.05-0. 1 yuan.
The pig price in June, the breeding side should focus on four points: 1, the pig selling situation of the group pig farm; 2. The market volume of frozen meat; 3. Farmers' attitude towards price; 4. Turnover rate of reserve meat storage.
Especially the turnover rate of reserve meat, if the turnover rate is high, the pig price is likely to drop, and if the previous low turnover rate is continued, the pig price is expected to rise further.
Second, food prices have "changed", the price of new wheat has dropped, and the price of corn has risen.
Although the market volume of new wheat is increasing, in recent days, the price of new wheat has not declined, but has risen continuously. On May 22nd, a flour company quoted a high price of 1.7 yuan.
Faced with the high price of new wheat, the market has not formed a situation in which flour enterprises, feed enterprises and traders "grab grain". With the continuous listing of new wheat, many flour enterprises began to reduce the purchase price of new wheat. For example, the price of Wudeli's flour mill has dropped 1 point.
Now farmers' reluctance to sell has been basically determined, and the subsequent price depends on the grain collection efforts of flour enterprises and traders.
It is estimated that after the large-scale listing in late May and early June, the price of new wheat is likely to drop. Grass-roots farmers are advised to wait and see according to the situation of wheat, and those with good quality and low toxin content can be sold as soon as possible.
The listing of new wheat did not adversely affect the price of corn. On the contrary, the corn price has been rising continuously recently, and it is also reasonable that the corn price in North China is low. However, the price of corn in Shandong Province has risen because the harvest of wheat by traders in Donggu has come to an end, the number of stages has ended, and the remaining vehicles in front of deep processing enterprises are at a low level.
The surplus grain at the grass-roots level in Northeast China is mainly high-quality grain, and traders are bullish for a long time. Coupled with poor traffic, they are unwilling to sell at a high price.
For corn prices, the bad news mainly comes from the listing of new wheat and the directional auction of old rice. The price of new wheat is as high as 1.6 yuan. As long as the price is not greatly reduced, the impact on corn is not strong.
The directional auction of Chenhuami is still going on, but it only affects the feed end, and the demand for deep processing is not affected. The long-term bullish forecast of corn price remains unchanged.