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期货收评:原木、焦煤涨2%,沪金、沪银、尿素涨超1%,鸡蛋跌超4%,工业硅跌超3%,SC原油、燃料油、沥青跌2%
Sou Hu Cai Jing·2025-08-04 07:45

Group 1 - The main contract for eggs opened lower and continued to weaken, with a decline of over 5% in the last three trading days due to weak spot prices and significant adjustments in basis [1] - As of July 31, the average price of brown-shelled eggs in China was 3.09 yuan per jin, with the basis remaining around -300 yuan per ton, indicating expectations for convergence as the delivery month approaches [1][2] - The increase in the number of laying hens in July has continued, with a larger increase compared to the previous month, while the number of older hens in production areas is low, leading to reduced pressure for culling [2] Group 2 - The demand for eggs is expected to increase in late August, which may support egg prices, indicating a near-term supply pressure but potential for price recovery in the long term [4] - The egg price may continue to decline in the short term due to supply-side pressures and basis return, but there is a possibility of a stronger market in the future [4] - The overall market for futures contracts showed mixed results, with significant declines in egg prices and other commodities like industrial silicon and low-sulfur fuel oil [3]