8月前新增供给量延续增加 鸡蛋期货逢高抛空为主

Core Viewpoint - The main futures contract for eggs experienced a rapid increase, reaching a peak of 3564.00 yuan, closing at 3556.00 yuan with a rise of 2.15% [1] Group 1: Market Analysis - Zhongtai Futures suggests that the main egg contract is approaching a position limit, and a decrease in positions may lead to slight fluctuations in the market [2] - Everbright Futures indicates that the egg market is currently in a wait-and-see mode, with stable prices in production areas and a slight decline in some sales areas [3] - Wenkang Futures notes that the near-month egg market remains under a logic of contango, recommending short positions at high prices due to stable supply and general market demand [4] Group 2: Supply and Demand Dynamics - Zhongtai Futures highlights that there is significant pressure from existing stock and a strong willingness to replace old hens, which may push supply pressure to the peak season around the Mid-Autumn Festival [2] - Everbright Futures mentions that the new supply volume is expected to continue increasing before August, with limited downward space for prices as many areas have seen prices drop to low levels [3] - Wenkang Futures points out that while the supply remains stable, the demand is generally weak, and the current high temperature and humidity are leading to a focus on ensuring egg quality [4]