Group 1 - The main contract for egg futures experienced a sharp decline, reaching a low of 3070.00 yuan, with a current price of 3075.00 yuan, reflecting a drop of 1.88% [1] - Institutions have differing views on the future of egg prices, with Guotai Junan maintaining a bearish outlook and Zhongyuan Futures suggesting a strategy of shorting during market rebounds [1][2] - Guotai Junan indicates that the short-term supply pressure remains, with current spot prices in a low-level consolidation, while the mid-term may see a rebound due to seasonal demand around the Mid-Autumn Festival [1] Group 2 - Zhongyuan Futures notes that the current spot market is stable to slightly strong, with a benchmark price of 2.6 yuan per pound in Hebei, and anticipates a short-term low-level fluctuation in egg prices [2] - The market is experiencing a divergence between spot and futures prices, with the spot market showing potential for a rebound due to downstream stocking demand, while futures may continue to decline to correct the basis [2] - The only bearish factor currently is the futures market being in a contango structure, which may limit the upward movement of futures prices despite potential increases in spot prices [2]
阶段性供给宽松压力持续 鸡蛋盘面维持反弹做空
Jin Tou Wang·2025-08-19 07:02