Core Viewpoint - The egg futures market is experiencing a decline, with the September contract closing at 3484 yuan per 500 kg, down 144 yuan from the previous week, due to high inventory levels and increased supply pressure [1] Supply and Demand Analysis - The current inventory of laying hens is at a high level, leading to significant production pressure from newly added hens, resulting in ample egg supply [1] - Despite the high supply, there is a short-term easing of market supply pressure due to decreased egg production rates in some regions caused by ongoing high temperatures [1] - Terminal demand is gradually improving, and there remains a bullish sentiment among producers hoping for price increases [1] Market Strategy - The near-month contracts are experiencing weak adjustments due to bearish sentiment in the commodity market and high inventory levels, while the far-month contracts show notable resilience [1] - A strategy of lightly entering long positions in far-month contracts is recommended [1]
鸡蛋:09合约跌144元,远月抗跌可轻仓试多
Sou Hu Cai Jing·2025-08-02 06:48