卓创资讯：鸡蛋供应内压持续增加后期或迎来小幅缓解

Group 1 - The supply of eggs is in an upward cycle, leading to an increase in quantity but a decrease in price [1] - There is a moderate negative correlation (0.60) between the average monthly price of eggs and the number of laying hens, indicating that higher stock levels typically result in lower prices [1] - The supply of powdered eggs is more bearish compared to brown eggs, with a rising trend in the breeding of powdered hens due to increased feed costs since 2021 [1] Group 2 - By 2025, feed costs for eggs are expected to rebound slightly, decreasing by 1.63% compared to the previous year, which alleviates cost pressure on breeding units [2] - Despite lower feed costs, egg prices are declining, leading to prolonged periods of profit loss for single eggs [2] - A decrease in egg supply is anticipated after August, as the number of suitable old hens for elimination is expected to decline from high levels [2]