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基本面弱势不改 鸡蛋期货大逻辑偏空对待
Jin Tou Wang·2025-06-17 08:21

Core Viewpoints - The main sentiment in the egg futures market is bearish, with institutions suggesting to wait for rebounds to short the market [1][2][3] Group 1: Market Analysis - Egg futures experienced a decline, with the main contract closing at 3545.00 yuan, down 1.03% [1] - Short-term support exists due to increased channel replenishment and cold storage demand, but seasonal demand weakness is expected as the rainy season approaches [1] - The overall supply remains ample, putting pressure on egg prices, while the elimination of older hens is increasing [1] Group 2: Institutional Insights - Changjiang Futures suggests a bearish outlook for the egg market in August and September, recommending to short on rebounds, with pressure levels for August contracts noted at 3650-3750 yuan and September at 3770-3820 yuan [1] - Zhongyuan Futures indicates that the fundamental weakness in the egg market persists, with concerns over seasonal demand and limited positive factors supporting price increases [2] - Hualian Futures highlights a relatively ample supply in the medium term, with pressure levels for the August contract set at 3700 yuan, while the market remains cautious due to quality issues and seasonal demand [3]