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不仅猪价,节后蛋价也马不停蹄地崩了!
Sou Hu Cai Jing·2025-10-13 08:13

Core Viewpoint - The egg prices have significantly dropped post-holiday, reaching a five-year low in futures and falling below 3 yuan per jin in the spot market, with mainstream prices around 2.7 yuan, indicating a severe supply-demand imbalance in the market [2][4]. Group 1: Price Decline - After the holiday, egg futures hit a five-year low, and spot prices fell below 3 yuan per jin, with current mainstream prices at 2.7 yuan, even in high-price southern regions only slightly above 3 yuan [2][4]. - The decline in egg prices is attributed to an oversupply, with the national laying hen inventory reaching 1.37 billion in August, the highest in six years [4][6]. Group 2: Supply and Demand Dynamics - The short production cycle of eggs leads to a more immediate market response to supply pressures compared to pork, which has a longer production cycle [6]. - It is anticipated that the peak in laying hen inventory will occur in October and November, potentially leading to further downward pressure on egg prices [7]. Group 3: Market Sentiment and Consumption - Despite the significant price drop, producers are reluctant to reduce their inventory, hoping that competitors will exit the market instead [8]. - Consumer demand has not met expectations, as evidenced by the lack of price increase during the typically high-demand National Day holiday, with many eggs being sold as inventory eggs [9][11]. - The large supply and weak consumer demand have led distributors to limit their stock, typically holding only a three-day supply, which further complicates price recovery [11].