Group 1 - The core viewpoint is that the meat, egg, and dairy markets are under pressure, with pork prices unlikely to rise significantly in the fourth quarter due to excess supply and weak demand [2] - The egg market is experiencing a similar situation, with high production capacity leading to an oversupply, making it difficult for egg prices to increase this year [4][6] - As of the end of July, the national laying hen inventory was at 1.293 billion, a historical high, contributing to the downward pressure on egg prices [4] Group 2 - The reluctance of producers to reduce capacity is evident, as they are waiting for others to exit the market instead of taking proactive measures themselves [6] - The cold storage of eggs, which were held back during low prices, is adding additional pressure as these eggs are nearing expiration and will soon enter the market [6][8] - Overall consumer spending remains weak, and the low prices of pork and chicken are further limiting the demand for eggs, making it challenging for the egg industry to recover [8]
便宜鸡蛋还能吃多少？敞开了吃！
Sou Hu Cai Jing·2025-09-04 14:24