农产品日报：养殖端挺价心态渐显，猪价维持震荡-20250730

Group 1: Report Industry Investment Ratings - The investment rating for both the pig and egg sectors is neutral [3][5] Group 2: Core Views of the Report - For the pig market, the future average weight of pig slaughter may further decline, and the slaughter volume is expected to increase. The short - term supply - demand pattern remains supply - strong and demand - weak, and policy factors should be closely monitored [2] - For the egg market, as it enters the seasonal consumption peak, the willingness of breeding enterprises to cull hens has weakened, and the future number of culled chickens may decline. With cost support and increased demand after the plum - rain season in the South, the loss situation of laying hens is expected to improve [4] Group 3: Summary by Related Catalogs Pig Market Market News and Important Data - Futures: The closing price of the live pig 2509 contract was 14,150 yuan/ton, up 25 yuan/ton (+0.18%) from the previous trading day [1] - Spot: In Henan, the price of external ternary live pigs was 13.80 yuan/kg, down 0.09 yuan/kg; in Jiangsu, it was 13.96 yuan/kg, down 0.21 yuan/kg; in Sichuan, it was 13.32 yuan/kg, down 0.09 yuan/kg [1] - Wholesale prices: On July 29, the "200 - Index of Agricultural Product Wholesale Prices" rose 0.11 points, the "Vegetable Basket" product wholesale price index rose 0.07 points. The average wholesale price of pork remained unchanged at 20.50 yuan/kg, beef dropped 0.2% to 64.07 yuan/kg, mutton rose 1.0% to 60.01 yuan/kg, eggs rose 0.4% to 7.68 yuan/kg, and white - striped chickens dropped 0.6% to 17.33 yuan/kg [1] Market Analysis - The future average weight of pig slaughter may further decline, and the slaughter volume is expected to increase. The short - term supply - demand pattern remains supply - strong and demand - weak due to the lack of a significant gap between fat and lean pig prices, difficulty in weight gain in high - temperature conditions, and the lack of obvious positive factors on the demand side [2] Egg Market Market News and Important Data - Futures: The closing price of the egg 2509 contract was 3,576 yuan/500 kilograms, unchanged from the previous trading day [3] - Spot: In Liaoning, the egg spot price was 2.98 yuan/jin; in Shandong, it was 3.25 yuan/jin; in Hebei, it was 2.93 yuan/jin, all unchanged from the previous trading day [3] - Inventory: On July 29, 2025, the national production - link inventory was 0.6 days, unchanged from the previous day, and the circulation - link inventory was 0.94 days, up 0.02 days (2.17% increase) [3] Market Analysis - Supply: As the egg price has been rising this week and the seasonal consumption peak approaches, the willingness of breeding enterprises to cull hens has weakened, the number of culled chickens has decreased, and the culling age has increased. The number of culled chickens may further decline in the future [4] - Demand: Traders are actively purchasing, and the inventory at the breeding end has significantly decreased. Although the current breeding profit is still in a loss state, with cost support and increased demand after the plum - rain season in the South, the loss situation of laying hens is expected to improve [4]