市场快讯：鸡蛋期货再创新低，近期持续建议关注高空机会

Report Industry Investment Rating - Not provided in the content Core Viewpoints - The report suggests paying attention to shorting opportunities for egg futures. It recommends focusing on the shorting opportunities of the 2507 contract after it is under pressure and the 2508 contract. It also mentions the possibility of long - position opportunities for far - month contracts after the release of spot supply pressure in June [1][3][4] Summary by Relevant Catalogs 下跌驱动分析 - Today, the main contract of egg futures broke through the support level and fell. As of the time of writing, the 2507 contract dropped to 2,889 yuan per 500 kilograms, with a decline of 2.56% [3] - In the spot market, the spot price has been weak recently, and it stopped falling yesterday. On the 26th, the egg price in Guantao, Handan, Hebei was 2.64 yuan per catty, reaching the second - lowest point in the past five years except for 2020 [3] - In the short term, the start of low - price cold storage and the approaching Dragon Boat Festival lead to better consumption, causing the egg price to stop falling and rebound. Whether the rebound can continue after the festival depends on the inventory level. In the medium term, the number of newly - laid hens is increasing. Based on the data of replenished chicks and culled laying hens, the theoretical inventory of laying hens in the second quarter is still on the rise. Coupled with the expected seasonal decline in the plum - rain season, the supply pressure of the spot market will increase from June to July, and the time window of the greatest supply pressure has not yet arrived. So, the short - selling strategy for the futures market remains unchanged [3] 后市观点 - Previously, it was emphasized to pay attention to the short - selling opportunities of the 2507 contract after it was under pressure. Currently, pay attention to the resistance effect at 3,000. If the resistance is effective, the short - selling direction remains unchanged; otherwise, it is recommended to moderately close out the previous short positions. Last week, it was recommended to focus on the short - selling opportunities of the 2508 contract. If the resistance at 3,600 is effective, the short - selling direction remains unchanged. One can also wait for the long - position opportunities of far - month contracts after the release of spot supply pressure in June [4]