Group 1 - The core issue for egg producers this year is the continued low prices of eggs, which have persisted since last year, with prices dropping below 3 yuan per jin in May [2] - The main reason for the weak egg prices is the significant supply pressure, which has been exacerbated by high production levels in previous years [2][4] - In June, there are signs that supply pressure may be easing due to reduced production as farmers are less inclined to extend the lifespan of their hens and new flock additions are declining [4] Group 2 - The number of egg-laying hens was approximately 1.275 billion in May, with expectations of a decrease in June [4] - Seasonal factors such as rising temperatures and increased rainfall are contributing to a decline in egg production rates, which may help alleviate supply pressure [4] - Despite the easing supply pressure, egg prices remain under significant pressure due to a simultaneous decline in demand, which is expected to be more pronounced than the reduction in supply [4][5] Group 3 - Consumer demand for eggs typically experiences seasonal fluctuations, and with rising temperatures, overall meat and egg consumption is declining [5] - The upcoming school holidays are leading to reduced stocking by food service providers, further weakening demand [5] - Distributors are also reducing their purchase volumes due to increased difficulty in preserving eggs, resulting in a dual weakness in demand that could exacerbate downward pressure on prices [7] Group 4 - The southern regions are expected to face the rainy season, which may intensify the selling pressure on eggs and potentially lead to new price lows [7] - However, the downward price movement may be limited due to stable corn prices, which support production costs [7] - The overall outlook for the livestock industry remains challenging, with significant pressures not only on eggs but also on pork production [7]
一不小心,蛋价搞不好又要创新低!
Sou Hu Cai Jing·2025-06-02 06:58