Core Viewpoint - The supply of laying hens is expected to continue increasing in May, leading to greater pressure on egg supply and a potential decline in egg prices due to weak market demand [7] Group 1: Supply and Inventory - In April, the number of laying hens reached approximately 1.329 billion, with a month-on-month increase of 0.83% and a year-on-year increase of 7.18%, indicating a high inventory level [2] - The number of laying hens slaughtered in April was about 75 million, with a month-on-month increase of 2.31%, but this number began to decrease after mid-April as egg prices rose [4] - The new laying hens added in April were primarily from chicks replenished before December 2024, with a total replenishment of over 90 million, indicating a continued high level of new production capacity [4] Group 2: Price Trends - The average price of eggs in major production areas in April was 3.28 yuan per jin, with a month-on-month increase of 0.61% but a year-on-year decrease of 0.30%, reflecting limited price growth despite increased supply [2] - The initial low price of eggs in April, combined with insufficient holiday demand, led to increased slaughtering of hens, but as prices began to rise, producers shifted to a more cautious approach [4] Group 3: Future Projections - The theoretical inventory of laying hens for May is projected to be 1.332 billion, with a month-on-month increase of 0.23%, indicating continued growth in supply [5] - The number of new laying hens in May is expected to exceed the number of hens ready for slaughter, suggesting that the inventory will continue to rise and supply pressures will increase [5][7]
5月在产蛋鸡存栏量或将继续增加 鸡蛋价格重心或走低
Xin Hua Cai Jing·2025-05-08 05:50