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[Views] Guangzhou Futures: Starch-corn price difference continues to expand

2024-03-05 03:00:01 308

 For corn,breaking news website there are two marketing logic. In the mid -term, under the background of the increase in supply, the market is expected to be reduced, especially for pig materials, and the gap in production demand is narrowing.Domestic wheat and Chenhua rice can be supplemented; in the short term, under the background of the remaining grain pressure, a large number of imports come to Hong Kong, while the middle and lower reaches are willing to build a downturn. The upstream, the farmers need to sell food at low prices to make the middle and lower reaches.However, after the continuous decline, the risk also followed. The mid -term risk lies in the wrongdoing demand gap. On the one hand, it comes from the narrowing of the internal and external price differences.In particular, the need for feed; the short -term risk is that below the cost will continue to give birth to the unprepsy psychology, and the market further reduces the inventory of channels, while before the Spring Festival, especially the feed breeding industry, it needs to be reserved.Considering that the market's empty logic cannot be falsified, there are greater risks and maintaining a neutral view. In the later period, it is recommended to see more. It is recommended that investors should temporarily wait and see.For starch, the by -products of the starch industry have been relatively profitable recently, and the spot base difference has brought greater support, and the industry supply and demand side has also been slightly improved.Relatively large, and the price difference is worth considering.In this case, we maintain a neutral point of view. Unilateral suggestions should be temporarily observed, and we can participate in the starch-corn price difference to expand arbitrage.
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2024-03-05 02:08
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