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从2012年年初开始,国内玉米价格强势上涨。虽然4月中旬曾一度小幅回落,但6月中旬玉米价格又重返上升通道。上半年全国玉米均价达2372元/t,同比上涨12.95%。在玉米价格节节攀升之时,下游的养殖行业的利润却持续下滑,淀粉、酒精、味精等深加工行业甚至已进入亏损状态。由于目前我国玉米处于紧平衡状态,再加上华北黄淮地区,2012年玉米质量普遍偏差,霉变现象较为严重,因此未来一段时间玉米价格易涨难跌。这也意味着,目前玉米下游的相关企业业绩仍未触底。
From the beginning of 2012, domestic corn prices have risen strongly. Although the price of corn dropped slightly once in mid-April, the price of corn returned to the rising channel again in mid-June. In the first half of the national average price of corn up to 2372 yuan / t, up 12.95%. As the price of corn climbed steadily, the profits of the downstream aquaculture industry continued to decline, and the deep-processing industries such as starch, alcohol and monosodium glutamate even went into a state of loss. Due to the current tight balance between China’s maize and the Huanghuai region in North China, the quality of maize is generally biased in 2012 and mildew is more serious. Therefore, the price of maize in the future may not rise up easily in the future. This also means that the performance of related enterprises in the downstream of corn has not yet reached the bottom.