5月供应端或同比继续增加 鸡蛋期货走势承压运行

Core Viewpoint - The main trend in egg futures is a downward movement, with the primary contract experiencing a decline of 1.14% to 2853.00 yuan, indicating ongoing pressure on egg prices due to high supply and cautious demand [1] Group 1: Market Analysis - Jiangsu Futures indicates that short-term production capacity has not been cleared, leading to pressure on egg prices. Despite potential support from increased downstream purchasing as the Dragon Boat Festival approaches, high supply levels and adverse weather conditions in southern regions are likely to limit demand [2] - Ruida Futures notes that the overall decline in egg prices is slowing, with strong corn prices providing cost support. However, high levels of egg-laying hen stocks and substantial new production pressure may restrict price increases, leading to a cautious market outlook [3] - Southwest Futures suggests that while supply may continue to increase year-on-year, pre-festival stocking could provide some support. The firm recommends considering short-selling after potential price rebounds [4]