9月蛋鸡养殖扭亏为盈 养殖盈利局面是否昙花一现？

Core Viewpoint - The domestic egg-laying chicken farming industry has transitioned from a loss to profitability in September due to rising egg prices and a slight decrease in costs, but the sustainability of this profitability is uncertain as seasonal demand may weaken towards the end of September and into October [1][3][9] Summary by Sections Profitability Trends - From May to August, the egg-laying chicken farming sector experienced losses, with only a brief period of profitability in late July 2025. However, by early September, profitability was achieved, with an average profit of 0.26 yuan per kilogram of eggs, reversing a loss of 0.13 yuan per kilogram [3][9] - The average profit in September has increased by 0.25 yuan compared to August, marking a significant turnaround from the previous four months of losses [3] Supply and Demand Dynamics - Demand for eggs has increased due to the start of the school year and the upcoming holidays, leading to a notable rise in egg prices, which increased by nearly 13% compared to the average in August [4][9] - Despite high egg supply levels, the demand boost has allowed for profitability in egg-laying operations [3][4] Cost Factors - The cost of feed, a major factor affecting profitability, has slightly decreased, with the average feed cost dropping by 0.01 yuan per kilogram compared to August [6][9] - While corn prices have seen a slight increase, soybean meal prices remain low, contributing to the overall reduction in feed costs [6] Future Outlook - The outlook for the egg-laying industry suggests that while demand may initially support prices, a decline in demand post-holidays could lead to price drops and potential profitability challenges [8][9] - It is anticipated that the average profit margin may compress to between 0.10 and 0.20 yuan per kilogram if demand weakens significantly, with the possibility of returning to losses if conditions do not improve [9]