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瑞达期货鸡蛋产业日报-20250813

Report Industry Investment Rating - Not mentioned in the provided content Core View of the Report - The current egg supply is abundant due to high laying - hen inventory and the continuous release of cold - stored eggs, while the terminal demand is weak, leading to lower - than - expected spot prices and losses for the breeding end. However, with school - opening preparations and Mid - Autumn Festival purchases by food factories, demand may pick up and drive up egg prices. In terms of the futures market, near - month contracts tend to be weak under the pressure of weak spot prices and high production capacity [2] Summary by Relevant Catalogs Futures Market - The futures closing price of the active egg contract is 3277 yuan/500 kilograms, down 34 yuan; the net long position of the top 20 futures holders is - 29606 lots; the egg futures monthly spread (9 - 1) is - 297 yuan/500 kilograms, down 49 yuan; the futures trading volume of the active contract is 152862 lots, down 17593 lots; the registered warehouse receipt volume is 0 lots [2] 现货市场 - The egg spot price is 3.03 yuan/jin, up 0.01 yuan; the basis (spot - futures) is - 246 yuan/500 kilograms, up 40 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 egg - chicken chicks in the main production areas is 3.85 yuan/chick, unchanged; the national new - chick index is 76.07 (2015 = 100), down 30.71; the average price of egg - chicken compound feed is 2.7 yuan/kg, unchanged; the egg - chicken breeding profit is - 0.31 yuan/chick, down 0.15 yuan; the average price of culled chickens in the main production areas is 11.34 yuan/kg, down 0.42 yuan; the national culling age of chickens is 501 days, down 5 days [2] Industry Situation - The average wholesale price of pork is 20.25 yuan/kg, down 0.01 yuan; the average wholesale price of 28 key - monitored vegetables is 4.7 yuan/kg, up 0.01 yuan; the average wholesale price of white - striped chickens is 17.23 yuan/kg, down 0.32 yuan; the weekly inventory in the circulation link is 1.23 days, up 0.12 days; the weekly inventory in the production link is 1.09 days, up 0.08 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 7529 tons, down 368 tons [2] Industry News - The average egg price in Shandong, Hebei, Guangdong, and Beijing in the main production areas remains unchanged from the previous day. Currently, the laying - hen inventory is high, and the new - laying pressure of previously replenished laying hens is large, with sufficient egg supply. Cold - stored eggs are continuously leaving the warehouse, increasing the supply pressure [2] Key Points of Attention - There is no news today [2]