白糖、鸡蛋：郑糖9月收涨，蛋价周末普涨但幅度有限

Group 1 - The core viewpoint of the article indicates that the sugar futures market is experiencing narrow fluctuations, with the Zhengzhou sugar futures price closing at 5810 CNY/ton, a slight increase of 5 CNY/ton or 0.09% from the previous day [1] - In the spot market, prices from Guangxi Sugar Group are quoted between 6040 - 6100 CNY/ton, up by 10 CNY/ton, while Yunnan Sugar Group's prices range from 5810 - 5850 CNY/ton, also up by 10 CNY/ton [1] - As of July 9, the number of ships waiting to load sugar at Brazilian ports increased to 90, with a total of 3.6855 million tons of sugar waiting for shipment, up from 3.2059 million tons the previous week [1] Group 2 - The article suggests that the domestic market is currently in the best import profit window in the last five years, indicating potential increased import pressure in the second half of the year [1] - The trading strategy indicates that the near-month contract should theoretically show a positive spread, while the far-month should show a negative spread, but the actual situation is reversed, with the Zhengzhou September contract being overvalued [1] - Domestic egg prices have generally risen over the weekend, but the increase is slightly below expectations, with red eggs in Heshan rising by 0.2 CNY to 2.3 CNY/lb and white eggs in Guantao rising by 0.07 CNY to 2.58 CNY/lb [1] Group 3 - The overall supply of eggs remains ample, with a decline in egg production rates, leading to increased replenishment by traders; however, the price increase is limited due to supply and weather constraints [1] - The trading strategy for eggs indicates that limited capacity clearance due to ongoing losses results in a larger supply, delaying seasonal price rebounds [1] - Current spot prices are entering a bottoming phase, but inventory pressures limit short-term rebound potential, with near-month bullish positions negatively affected by time [1]