Group 1 - The core viewpoint of the article indicates that the egg futures market is experiencing a downward trend, with the September contract closing at 3484 yuan per 500 kg, a decrease of 144 yuan compared to the previous week [1] - Current inventory levels of laying hens are high, leading to increased production pressure from newly added hens, resulting in ample egg supply [1] - Despite the high supply, extreme heat in various regions is causing a decline in egg production rates, which may temporarily ease market supply pressure [1] Group 2 - The spot market prices have not met expectations, with a recent decline following a previous low recovery [1] - Terminal demand is gradually improving, and there remains a bullish sentiment among producers regarding price increases [1] - The near-month contracts are showing weak adjustments due to bearish sentiment in the commodity market and high inventory levels, while the far-month contracts are demonstrating resilience [1] Group 3 - The strategy recommendation suggests taking a light long position in the far-month contracts [1]
鸡蛋:09合约跌144元,远月合约可轻仓试多
Sou Hu Cai Jing·2025-08-03 10:27