市场快讯:现货短期走强,助推鸡蛋期货大幅上涨
Ge Lin Qi Huo·2025-04-08 11:49

Report Industry Investment Rating - Not provided Core View of the Report - The current terminal market's phased replenishment has reduced inventory pressure compared to the previous period. Short - term spot prices are expected to remain stable with a slight upward trend. However, from the supply perspective, the theoretical laying - hen inventory from March to June is still on the rise, and there is pressure on spot prices during the rainy season. The willingness to cull chickens has increased but is still below market expectations. Attention should be paid to the impact of the culling rhythm on far - month contracts. It is recommended to wait and see in the short term and look for short - selling opportunities after the spot reaches a peak [3]. Summary by Relevant Directory 1. Price Increase Drivers - Today, the egg futures broke through and rose. As of the close, the 2505 contract rose to 3123 yuan/500 kilograms, with a 3.69% increase. The daily average price of Guantao powder eggs today is 2.98 yuan per catty, up 0.07 yuan per catty from the previous day. Terminal phased replenishment has boosted the short - term increase in egg spot prices. The social inventory has decreased compared to the previous period, and the pressure of remaining goods has weakened [3][6]. 2. Future Outlook and Strategies - Short - term spot prices are expected to be stable with a slight upward trend. The laying - hen inventory from March to June is on the rise, and there is pressure on spot prices during the rainy season. The willingness to cull chickens has increased but is below expectations. The previous short positions in the 2505 and 2509 contracts have triggered the stop - profit range. It is recommended to wait and see in the short term and look for short - selling opportunities after the spot reaches a peak [3].