Core Viewpoint - The recent stabilization of egg futures prices is driven by expectations of increased consumption during the peak season, with prices having reached historical lows and supply pressures easing due to culling of older hens [2][3][8]. Group 1: Market Trends - Egg futures prices have shown a rebound after a significant decline in the first half of the year, with the main contract reaching a high of 3589 yuan per 500 kg before closing at 3544 yuan [2]. - The average price of eggs in major production areas like Shandong and Hebei remained stable at 5.20 yuan/kg and 4.99 yuan/kg respectively [2]. - The traditional peak consumption period for eggs is from July to September, driven by various seasonal factors including holiday preparations and school openings [3][8]. Group 2: Supply and Demand Dynamics - The current egg supply is robust, with a high inventory level in cold storage, which is expected to support supply during the peak months of August and September [6][8]. - The number of laying hens has reached a historical high of 1.34 billion, contributing to the current supply situation [7]. - Demand for eggs has increased in the first half of the year, with sales in key consumption areas rising by 6% year-on-year, attributed to lower prices and eggs being a cost-effective protein source [6]. Group 3: Price Influences - The price of eggs is expected to rise as the peak consumption season approaches, with analysts predicting a seasonal increase in prices during July and August [8]. - Factors such as high temperatures affecting egg production rates and the culling of older hens are expected to influence supply and pricing in the near term [8]. - The futures market is currently experiencing high trading volumes, with a notable increase in positions held, indicating strong market interest [4][5].
鸡蛋期货盘中创一周高位，蛋鸡超淘助力，消费旺季要来了？｜大宗风云
Sou Hu Cai Jing·2025-07-03 05:12