鸡蛋供给压力未全释放 盘面或延续区间宽幅震荡

Core Viewpoint - The main focus of the news is the recent surge in egg futures, with the main contract reaching a peak of 3085.00 yuan and closing at 3067.00 yuan, reflecting a 2.27% increase [1]. Group 1: Market Analysis - Hualian Futures suggests that the main egg contract may continue to experience wide fluctuations within a range, supported by production costs and a reluctance to sell among producers, while market trading conditions improve [2]. - Jianxin Futures indicates that the near-month contract is showing slight strength due to the influence of spot prices, while the far-month contracts are experiencing some decline due to earlier expectations regarding inventory turning points [3]. - Green D&H Futures maintains a short-term bullish outlook on egg prices, noting that prices are currently operating within the range of feed costs to breeding costs, but warns of potential downward pressure in February due to a supply-demand imbalance [3]. Group 2: Supply and Demand Dynamics - Hualian Futures highlights that the ongoing losses in the industry and accelerated culling of older hens, combined with insufficient replenishment, may lead to a continued decline in the number of laying hens and new production [2]. - Jianxin Futures emphasizes that the near-month contracts are expected to remain in a bottom range unless there is an unexpected increase in the strength and duration of price rises in production and sales areas [3]. - Green D&H Futures points out that while the supply pressure has not been fully alleviated, the ongoing increase in chick replenishment may limit the potential for significant price increases in the short term [3].