Who is behind the scenes?

The price of various specifications of sugar has been raised by 13%, setting a new high in the past 20 years. The price of cooking oil has risen by nearly 20%, and 300,000 tons of reserve oil has been put into the market. Bottled gas prices have risen by 10% overnight, and the price increase has never been seen before... In the past week, the skyrocketing prices have been staggering.

It can be said that there is no one thing that can affect the decision-makers at the top level, down to the hearts of ordinary housewives. This year's food prices have generally risen. First, you have played "beans you play," "garlic you," and "Ginger you army." These days, ushered in "Gao Gaozong" and "No oil." In this era where everything is possible, maybe one day when I wake up, the general public's cabbage and radish will be refined overnight into "white ups" and "loot your life."

However, when we tried to find out the behind-the-scenes price rise this year, we found that the price rise of any kind of thing today is not just a result of pure supply and demand changes, monetary factors, global integration, and extreme weather. Rings have the power to influence the price of the whole body. Under the "domino effect", the spurt of food prices continues to push the CPI to rise steadily, which in turn drives China into the high-cost era.

Although the official has repeatedly denied price inflation as a panic that caused inflation, the central bank’s sudden rate hike on the 19th was widely considered to be the referent to inflation. The high value of CPI announced on the 21st also confirms the huge driving force for food price hikes. No suspense, "price increase" is bound to become the reddest keyword in 2010.

Behind the scenes

The capital has driven up prices soaring that Taizi’s imports have risen as much as 500% for more than six months. Hot money intervention is mainly due to hot money and refers to the short-term assets that flow between financial markets to chase high profits. This economic field term has been occupied this year since the beginning of this year. The media is observing the first edition of the news. It is because it has exploded "beans you play", "garlic yours", "Ginger your army"...

Take traditional Chinese medicine alone as an example. Since the beginning of this year, the wholesale price of more than 70% of Chinese herbal medicines has risen by about 60%. The price changes have become the norm in the recent herbal medicine market. This contrasts with the turbulent prices of medicinal herbs in previous years. Taizishen has the most crazy increase.

Yangcheng Evening News reporter saw from the Guangdong price index platform on the 21st, Kang Mei Pharmaceutical Co., Ltd. Taizi Sen latest wholesale price is 372 yuan / kg. However, according to the Guangzhou City Medicine Company, in March this year, the purchase price of heterophylla was only 60-70 yuan / kg, the recent price has been 360-370 yuan / kg, more than six months or as much as 500%.

From the perspective of usage, Taizishen is not a major raw material drug. At present, it is mainly Jiangwei Pharmaceutical Group's Jianwei Xiaoshi tablets. It is the main user of this product. Other uses are relatively fragmented. Why? The price will appear so volatile?

The relevant person in charge of the Price Monitoring Center of the Guangzhou Municipal Price Bureau stated that the involvement of foreign funds is an important reason. “At present, the state continuously regulates the property market, and a lot of hot money is poured into the Chinese medicinal material market for speculation. In May of this year, the soaring prices of March 7 would have a lot to do with hot money speculation. Some wild, small amounts of medicinal herbs of small varieties are due to climatic reasons. , The output is relatively small, and at present there is no artificial cultivation success and promotion, the price has been on an upward trend, while some large varieties with large amounts of use are affected by the climate, production and stocks are rapidly reduced, and it is created for the speculation of foreign capital. It is possible that the investment of hot money into the market of Chinese herbal medicines has played a role in fueling the rise in prices.The varieties of traditional Chinese medicinal materials that have been involved in the market of traditional Chinese medicinal materials include wolfberry, codonopsis, angelica, astragalus, spices, pepper, Panax pseudoginseng, Tianqi, heterophylla, etc. ."

In fact, as far as the previous two months skyrocketing “beans you play,” “garlic you,” “Ginger you army,” as recently as the last week's edible oil, LPG soared, almost all prices have risen since the beginning of the year. The more they exhibit financial attributes, this has a lot to do with China’s loose monetary policy in the past two years.

In the past two years, China’s new loans amounted to 17.3 trillion yuan. Such an amount of banknotes entering the market is bound to find a way out. In 2009, the stock market doubling gains and a large number of trading volumes absorbed a lot of currency liquidity; in the first quarter of 2010, the skyrocketing property market took in some liquidity. However, at present, the state regulates the prices of real estate and other assets, and a large amount of liquidity funds are drawn out, aiming at physical products such as agricultural products and resources.

The same is true of the international market. From 2007 to 2008, the prices of agricultural products in the international market have been severely escalated from the fundamentals, and the international speculative funds are making waves. In particular, under inflation expectations, investment in bulk agricultural products and even speculation has become an important way for wealth preservation and value addition.

Behind the scenes push 2

Prices rose into the era of globalization After the Mid-Autumn Festival in Guangzhou, the price of edible oil rose very sharply. Bulk wholesale prices rose by an average of 12% to 20%. This is because China is the world’s largest importer of soybean oil in the age of globalization due to the existence of trade. The rise in price is also a phenomenon of globalization. For example, the fundamental reason for the skyrocketing price of edible oil, which is about to usher in a new round of rising prices, is that China is the world's largest importer of soybean oil.

On the 21st, the Yangcheng Evening News reporter saw in Hebei Tianhe Hebei PARKnSHOP supermarket that the amount of cooking oil still being promoted has been very limited, and the price concession is also very low. For example, 4 liters of reconcile oil is 44.8 yuan/bottle, and the sales price is only It's 41.9 yuan/bottle. If usual, edible oil promotions are generally cheaper by nearly 10 yuan.

The monitoring data sent by the Guangzhou Municipal Price Bureau to reporters also showed that the price of edible oil in Guangzhou rose significantly after the Mid-Autumn Festival, with bulk wholesale prices rising by an average of 12%-20%. Soybean oil, blend oil, and palm oil were all It rose about 1,000 yuan; wholesale prices of small packaged edible oil also rose across the board, rising by 10%-15%. For instance, 5 liters of peanut oil rose from 88 yuan to 95 yuan, an increase of 8%, and 5 liters of salable oil from Zhimeizhai rose from 45 yuan to 48.5 yuan, an increase of 8%. However, wholesalers stated that they are all temporary prices. After the stocks are sold out, prices may increase. If according to the supplier's current quotation, the wholesale price of Luhua Peanut Oil should rise to 99.5 yuan, and the wholesale price of Zhimeizhai 5L should be increased to 52 yuan.

Although the current increase in wholesale prices has not been fully transmitted to the retail market, the prices of terminal edible oil in farmers' markets and supermarkets in Guangzhou have gradually increased. On the farmer's market in Guangzhou on the 21st, 5 grams of peanut oil from Orchid Flower rose from 83 yuan to 88 yuan, or 6%, and Jinlongyu blended oil rose from 55 yuan to 59 yuan, or 7%.

The reporter confirmed from the Guangzhou Municipal Price Bureau that a number of supermarkets have received applications for price increases from Luhua, Jinlongyu, Fulinmen, Yingying and other brands, demanding a 10%-20% increase in oil recovery, and a 10% increase in peanut oil. %. Not only that, with the advent of edible oil consumption season, it is expected that the price of edible oil in Guangzhou will still have some room for growth before the end of the year.

Why is cooking oil suddenly so expensive? Analysis of the Price Monitoring Center of Guangzhou Price Bureau indicated that the primary reason is that soybean import prices have continued to climb. China is the world's largest importer of soybean oil, and imports of soybean oil, palm oil, and rapeseed oil rank first in the world. China's soybean oil mainly comes from the United States, Argentina, palm oil from Malaysia, the domestic edible oil prices directly affected by the price of the international market. The US Department of Agriculture reported in October that the US soybean production forecast for 2010 was substantially reduced, and the La Nina climate’s potential threat to South American soybean production is also worrying. In the tight global supply situation, strong export demand, especially from China's large purchases, is bound to contribute to the rise in international market prices, and the market is optimistic about soybean prices. The average price of imported soybeans in China has maintained a three-month rising trend since July of this year, leading to a significant increase in the price of edible oil.

In Guangzhou, the price of bottled gas was adjusted by 10% last night, and the skyrocketing relationship behind it is also inseparable from globalization.

The reporter learned from the Guangzhou Municipal Price Bureau that from the middle of July to last week, the price of bottled gas in Guangzhou has remained below 100 yuan, the lowest 92 yuan/bottle, until October 14th, Guangzhou Gas Company and Xiwei (Yuanzhen戎) The gas retail price of gas companies is RMB 99/bottle. However, starting from the 15th, overnight, the price of bottled gas of Heaviside gas company suddenly rose from 99 yuan/bottle to 108 yuan/bottle, and it suddenly rose by 9 yuan, and the price adjustment rate was unprecedented. Guangzhou Gas Company also responded by raising prices to RMB 102/bottle on the 18th.

The Municipal Price Bureau stated that this was due to the recent increase in the wholesale price of refined oil in the domestic market, which led to the increase in the wholesale price of liquefied gas.

Zhuang Rongjin, director of the gas division of the Guangdong Oil and Gas Merchants Association, said: "The list price of imported gas warehouses in the Pearl River Delta region has risen to 7050 yuan per ton, rising by nearly one thousand yuan in the first half of the month. This round of price rises are rapid, and the increase is relatively rare." The reason is that international costs have skyrocketed.New York oil prices broke through the $80/barrel platform in October and continue to entrench them so far, giving the market great psychological support.The Middle East LPG export market continued to heat up, directly stimulating a sharp increase in import prices.With winter LPG With the arrival of the peak of consumption, the international LPG export costs will continue to increase further, directly stimulating domestic prices. Therefore, there must be psychological preparation for the high price in the fourth quarter.”