Heilongjiang: New soybean market is getting stagnant
Welcome to continue watching the live economic information network. Next, we must pay attention to the latest market of the soybean market. October and November of each year is the time for China's soybeans to be listed on the market. Generally speaking, it should be the peak season for domestic soybean trade. However, recently, the reporter found that in Heilongjiang, the main soybean producing area in China, this year's soybean trading market is particularly deserted. Buying and selling are almost at a standstill. What is going on here? Look at the survey.
Chen Lingjun has been doing soybean distribution business around Harbin for more than 10 years. He told reporters that at this time in the past he was busy buying soybeans everywhere, but this year he was very busy. The warehouse that was once used to pile up beans was full of miscellaneous stuff. Things.
Harbin soybean distributor Chen Lingjun:
In previous years, the Treasury had almost all of its soybean harvested. It was able to collect three to fifty tons a day, and it was not enough to close it. The reporter found that around Harbin, this year, Chen Lingjun’s sobering soybean dealers are no longer in business. few. Dealers do not receive soybeans, not because no beans are available. In Jinxing Village, a soybean planting area about 70 kilometers north of Harbin, 300 tons of soybeans have been harvested this year. Nearly 200 households have piled up their own soybeans.
Xu Mingqiang, farmer in Jinxing Village, Harbin City:
The family collected 30 acres of beans this year, ten thousand kilograms, and did not sell Wang Jie, a farmer in Jinxing Village, Harbin City:
As in past years, almost all short-selling this year, there are not a few sales this year, lose you can sell Well, the reporter learned that from the beginning of the acquisition period in early October this year, the purchase price of Heilongjiang per kilogram of soybeans averaged stable at around 2 yuan. It is 8% higher than last year's average price of 1.85 yuan per catty, but farmers at this price are not satisfied and most of them choose to reluctantly sell. However, dealers tell us that farmers think that low prices, most oil processing plants are not willing to accept.
Harbin soybean distributor Chen Lingjun:
(This year the factory) has not made a car, and the factory wants the beans to be not so active. Zhang Peifeng, manager of purchasing and selling at Heilongjiang Xianghe Oil and Rice Co., Ltd.:
For our company, this price is basically maintained at a cost, and we can't increase the price and go to buy industry sources. This year, soybean production in Heilongjiang province should be around 6 million tons, but it is currently in the hands of farmers. Soybeans sold less than 600,000 tons, and oil processing companies are also cautiously buying. The overall transaction situation should be more than doubled from last year's decline.
Heilongjiang: Prices rise but costs are sore
Farmers feel that the price of soybeans is low, and the processing plant thinks that the price is high and nobody wants to enter the market. Why is the price of soybeans higher than last year, but farmers feel less like last year? Continue to look at the survey.
Li Hongjun is a large soybean planter in the Hulan District of Harbin. This year, 450 acres of land received nearly 70 tons of soybeans. Like many farmers, Li Hongjun also chose to put soybeans in his own yard and did not sell them.
Harbin soybean planting giant Li Hongjun:
Although the price of soybeans has risen this year, the cost has risen too fast and it has been unable to bear a certain amount. Li Hongjun told reporters that the main reason why farmers are not satisfied with the price this year is that the cost of growing beans has grown too sharply. He calculated the accounts for the reporter. This year's fertilizer, diesel, and labor costs have increased by 3 to 50% from last year. Although the price of about 2 yuan per catty this year has also increased by nearly 10% compared with last year, this is not sustainable. The increase in cost.
Harbin soybean planting giant Li Hongjun:
The cost of this soybean last year was about 5,000 yuan for 10 mu. When it was sold, it could sell 5,500 yuan, and it would earn about 500 yuan. But this year, the cost can reach 6,500 yuan. If it sells, it can sell for 6,300 yuan or 10 acres. Compensation for two to three hundred dollars The reporter learned that, in addition to the cost increase factor, due to the increase in corn prices last year up to 40%, the same one mu of land, the profit of corn is more than double the soybean. Therefore, many farmers chose to abandon the soybean planting of corn, as Venusun Village reduced the soybean area by one-third in one year, resulting in a significant reduction in soybean production this year, which also raised the farmers' expectations for the soybean market price, resulting in a lot of reluctance to sell. .
Ding Changxian, farmer of Jinxing Village, Harbin City:
Two blocks 2 are not necessarily shot now. Two or three or four ordinary people can grow some soybeans to earn some money. Otherwise, they will not be able to plant the deputy secretary-general of the Heilongjiang Soybean Association, Wang Xiaoyu:
(Soybean) acreage is shrinking year by year, especially this year, a decrease of amazing, more than 20%, corresponding to a sharp reduction in soybean production is, in the last year should be around 800 million tons this year 600 ten thousand tons <br> <br > forced to stop imports of cheap beans eighty percent oil plant in Heilongjiang
The listing of new beans should be a time when oil factories are busy buying soybeans. The reporters found during the visit that most of the oil plants in Heilongjiang are not willing to accept beans at the moment. They are also wait-and-see moods and even most oil plants have chosen. Discontinued.
The Hutchinson Oil Plant around Harbin is one of the few companies in Heilongjiang Province that started operations. The person in charge of the company told reporters that at this time in the past, companies were busy purchasing raw materials and operated at full capacity. In October this year, only half a month was under construction. State, mainly to complete the previous orders, the amount of beans into the beans is even more cautious than last year.
Wu Chunyu, deputy general manager of Hagong Heavy Oil Plant:
Since the beginning of the acquisition on October 15 this year, there has been no vehicle at the least, and the maximum amount is also four or five hundred tons, which is 50% lower than the same period of last year. The willingness to acquire is not strong, mainly because imported (soy) products are in Heilongjiang Too much market impact It is understood that due to the impact of the international environment, imported soybeans fell from 4320 yuan in early September of this year to around 4000 now, driving the prices of processed oil and soybean meal products to go down. The price of the product is declining. The price of soybeans in the Northeast has not dropped, stabilizing at around RMB 2 per catty. With the high oil output rate of imported soybeans, Heilongjiang Oil Factory's products processed at the current cost of harvesting soybeans are not competitive in the market.
Wu Chunyu, deputy general manager of Hagong Heavy Oil Plant:
The cost of coastal (import) soybean is currently at 3,900 yuan per ton, its soybean meal cost is between 2,900 and 3,000 yuan, we purchase soybean 2.02 yuan, product soybean meal cost is about 3,250 yuan, coastal enterprise product plus freight is less than 100 A piece of money, transported to the Heilongjiang market only 3100, so that our soybean meal produced by the Heilongjiang oil plant even if the loss is not easy to sell Heilongjiang Longjiang Fu Oil Co., Ltd. Chairman Song Shengbin:
2-00141323 Imported soybeans have now reached an absolute monopoly. Last year, they imported more than 50 million tons, accounting for more than 95% of the total (oil) processed soybeans (domestic), so the definitive pricing power is on imported soybeans, and Heilongjiang Oil Factory can only Followed by people's prices to go low soybean prices farmers reluctant sellers, oil plants can not receive soybeans, but if there is no profit increase prices, the oil factory did not dare to close. The reporter visited and found that some oil refineries in Heilongjiang now choose to suspend production for a short time, and many plants are deserted. The few oil plants that insisted on starting construction are basically on the edge of profit and loss.
Zhang Peifeng, manager of purchasing and selling of Heilongjiang Xianghe Oil-Meter Co., Ltd.:
Processing profit is also 20 to 30 yuan per ton. If it is a bit rougher in terms of management, it is basically gone. To maintain a copy of the Heilongjiang Soybean Association deputy secretary-general Wang Xiaoyu:
More than 100 overall Heilongjiang oil processing enterprises, companies will start less than two percent <br> <br> Heilongjiang: There is no market price of soybean State Reserve pricing or to break the ice
Farmers don't make money for beans, and they don't make profits when they harvest beans. This should be the peak season for trading. The current Heilongjiang soybean market has no market value and the stagnation in buying and selling. How long will this stalemate last? How can we break this predicament? Continuing to look at the report During the interview, the reporter discovered that when the soybean farmers considered the opportunity to sell beans, one of the most mentioned words was the national protection price.
Wang Kuibin, head of Jinxing Village, Harbin City:
In October each year, the protection price has come down. This year's price has not yet come down. People are also waiting to protect the cultivation of domestic soybeans. In recent years, new soybean harvest countries have introduced protection pricing policies, also known as the State Reserve. price. The soybean storage price rose from 1.85 yuan per kilogram in 2008 to 1.9 yuan per year last year. Although the national reserve price has not yet been released this year, the trend of steady increase in the national reserve price in recent years has also allowed farmers to form the psychological expectations of the State Reserve Agency. .
Ding Changxian, farmer of Jinxing Village, Harbin City:
(Protection price last year) a block of 9, this year how it has to mention two 2 or so, I want to see it and some oil plants and dealers told reporters, and now wait and see is also looking forward to the State Reserve's pricing so that the soybean situation after the clear market. However, compared with the farmers' high expectations of the State Reserve Price, the oil plants on the edge of the profit and loss look very embarrassing.
Song Shengbin, chairman of Heilongjiang Longjiang Fuliang Co., Ltd.:
In fact, this matter is also very contradictory, because our products are with the import of soybeans, then your raw material has improved the oil plant is very detrimental to the Deputy General Manager of Hung Hung Oil Plant Wu Chunyu:
If the (national reserve price) is higher than ours, then the oil refinery can not acquire the Heilongjiang Soybean Association's Wang Xiaoyu, saying that the S&P pricing is actually in a dilemma. A fixed or fixed price may affect the farmers or oil plants. In terms of benefits, Wang Xiaoyu suggested that an effective purchase and sales platform should be established, and that the long-term mechanism such as flexible cooperation between order agriculture and subsidy policies should be adopted, that is, to ensure the sown area of domestic soybeans, and also to stabilize the supply of raw materials for enterprises, and to break the deadlock between purchase and sales stagnation.
Financial Link Domestic Beans Futures Short-term or Continued Downturn
Soybean spot market is so deserted, what about the domestic soybean futures market? The reporter also interviewed professionals in the futures market. Let's open today's financial link and listen to the opinions of professional organizations.
In a futures company that focuses on soybean futures for many years, the relevant person in charge has told reporters the price curve of the domestic soybean main contract in the last two months of the futures market. From the chart it can be clearly seen that from the beginning of September, the main contract for domestically produced beans has gone from a high of 4,800 yuan to a high diving-style decline, and from October to now has basically maintained a low level of shock ranging from 4,200 to 4,400 yuan.
Galaxy Futures Harbin Sales General Manager Ma Mingwang:
Since our entire Chinese soybean pricing power is not in China but in the United States, due to the uncertainty of world economic growth and the impact of the European debt crisis, US CBOT soybean prices have fallen sharply. This has brought our domestic soybean market. It also drove sharp declines.
Ma Mingwang told reporters that due to the sluggish market conditions, the domestic soybean futures trading volume also decreased by 30% compared with the same period of last year, and the market activity was relatively low. The next step due to the uncertainty of the world economy and the debt crisis in Europe, coupled with the light buying and selling in the soybean spot market this year, if there is no policy stimulus, short-term domestic soybean futures will be difficult to have a big market.
Galaxy Futures Harbin Sales General Manager Ma Mingwang:
(Domestic) We mainly focus on the level of the State Reserve, especially when the state reserve policy (this year) is introduced. If the (State Reserve price) is about two blocks, I think the current May contract is up 200 blocks. Money, which is more than 4,500 yuan is considered reasonable, but industry sources said that although the recent disk is in a pattern of low volatility, but due to the sharp decline in domestic soybean production, the fundamentals have been supported, and the short-term decline will not be too much.
