瑞达期货鸡蛋产业日报-20250806

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - The current egg supply is abundant due to high laying - hen inventory, new - laying pressure from previously replenished hens, and continuous出库 of cold - storage eggs. Terminal demand is weak because of high - temperature weather increasing egg consumption substitutes. Spot market prices have been lower than expected, rising from a low level and then falling again recently. However, with school opening preparations and Mid - Autumn Festival purchases by food factories, demand is expected to pick up, potentially driving up egg prices. The near - month futures contracts have rebounded after some short - term profit - taking [2] Summary by Directory Futures Market - The futures closing price of the active egg contract is 3378 yuan/500 kilograms, up 48 yuan; the net long position of the top 20 futures holders is - 32005 hands; the egg futures monthly spread (9 - 1) is - 246 yuan/500 kilograms, up 54 yuan; the futures holding volume of the active contract is 208515 hands, down 19320 hands; the registered warehouse receipt volume is 13 hands, up 5 hands [2] 现货市场 - The egg spot price is 2.89 yuan/jin, down 0.07 yuan; the basis (spot - futures) is - 490 yuan/500 kilograms, down 116 yuan [2] Upstream Situation - The national laying - hen inventory index is 111.91 (2015 = 100), up 1.02; the national culled laying - hen index is 104.09 (2015 = 100), down 4.59; the average price of layer chicks in the main production areas is 3.85 yuan/chick, down 0.03 yuan; the national new - chick index is 76.07 (2015 = 100), down 30.71; the average price of layer compound feed is 2.7 yuan/kg, down 0.02 yuan; the layer farming profit is - 0.16 yuan/hen, down 0.1 yuan; the average price of culled chickens in the main production areas is 11.76 yuan/kg, up 0.48 yuan; the national culling age of laying hens is 501 days, down 5 days [2] Industry Situation - The average wholesale price of pork is 20.67 yuan/kg, up 0.34 yuan; the average wholesale price of 28 key - monitored vegetables is 4.57 yuan/kg, up 0.04 yuan; the average wholesale price of dressed chickens is 17.4 yuan/kg, down 0.09 yuan; the weekly inventory in the circulation link is 1.11 days, up 0.07 days; the weekly inventory in the production link is 1.01 days, up 0.1 days; the monthly export volume of fresh eggs is 12792.51 tons, down 110.81 tons [2] Downstream Situation - The weekly egg consumption in the sales areas is 7897 tons, down 135 tons [2] Industry News - Today, the average egg price in Shandong's main production area is 5.65 yuan/kg, down 0.21 yuan from yesterday; in Hebei, it is 5.52 yuan/kg, down 0.09 yuan; in Guangdong, it is 6.60 yuan/kg, down 0.20 yuan; in Beijing, it is 6.08 yuan/kg, unchanged from yesterday [2]