直播预告 || 2025中国鸡蛋产业年终回顾

Core Insights - In 2025, China's egg industry is at a dual juncture of cyclical adjustment and high-quality transformation, facing market pressure from supply-demand imbalance while also experiencing structural changes driven by policy guidance, technological innovation, and consumption upgrades [2][4] Supply Side - The average annual stock of laying hens in the national commodity layer reached 1.22 billion, a year-on-year increase of 1.3%, with a peak of over 1.27 billion in September, marking a recent high [2][4] - The profitability trend in 2024 encouraged farmers to actively replenish stocks at the beginning of 2025, alongside large enterprises expanding capacity, with plans for projects of over one million hens aiming for a total production capacity of 200 million [2][4] - However, continuous industry losses led to a significant decline in replenishment willingness in the second half of the year, with the number of young hens replenished decreasing for five consecutive months year-on-year, and the utilization rate of breeding eggs dropping to a near five-year low [2][4] Demand Side - Overall consumption exhibited characteristics of "stable total volume, differentiated structure," with the fresh egg market scale surpassing 420 billion yuan [2][4] - Demand for ordinary fresh eggs was weak due to declining prices of substitutes like pork, while sales of high-end egg products (such as raw-eating eggs, organic eggs, and selenium-enriched eggs) increased by 23% year-on-year, accounting for 18% of the total retail sales of fresh eggs, indicating a significant rise in consumer willingness to pay for quality and functional attributes [2][4] Price Trends - Egg prices showed a downward trend throughout the year, hitting a low of 5.06 yuan per kilogram mid-year, mostly operating below the industry breakeven point of 4.8-5.0 yuan per jin, with an average loss of approximately 0.93 yuan per kilogram, a substantial year-on-year decline of 289% [3][5] Technological Advancements - Breakthroughs in functional egg product technology have led to a 3-5 times increase in the content of nutrients like DHA and selenium, meeting national standards for "high-selenium foods," with the market size for functional egg products reaching 18.6 billion yuan and a compound annual growth rate of 12.7% [3][5] Industry Trends - The promotion of non-cage farming models is accelerating, with the industry awarding the "Non-Cage Farming Model Enterprise Award" for the first time, and companies like Sichuan Sandile and Dalian Lvxue Egg Products establishing standardized non-cage farming systems, achieving a product qualification rate of 99.8% [3][5] - The acceleration of brand building is evident as companies enhance recognition through "ecological farming positioning + storytelling marketing + customized packaging," with the repurchase rate of high-end egg products reaching 76%, significantly enhancing brand premium capabilities and driving the industry transition from "bulk commodities" to "value-added products" [3][5] Conclusion - In 2025, the Chinese egg industry faced deep adjustments and severe tests under the dual pressure of high supply and weak demand, entering a "micro-profit era" with significantly compressed breeding profit margins [5]