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鸡蛋:淘汰略不及预期
Guo Tai Jun An Qi Huo·2025-09-08 02:35

Group 1: Report Industry Investment Rating - No information provided on the report's industry investment rating Group 2: Report's Core View - The report focuses on the egg market, stating that the egg culling is slightly less than expected [1] Group 3: Summary by Relevant Catalogs Fundamental Tracking - Futures Data: The closing price of egg2510 is 2,964 yuan/500 kilograms, with a daily decline of 1.72%, a trading volume change of -240,709, and an open interest change of -10,317. The closing price of egg2601 is 3,353 yuan/500 kilograms, with a daily decline of 1.73%, a trading volume change of -16,399, and an open interest change of 4,907 [1] - Spread Data: The egg 10 - 12 spread is -212, unchanged from the previous day, and the egg 10 - 1 spread is -389, down from -384 the previous day [1] - Spot Price Data: The latest spot prices in Liaoning, Hebei, Shanxi, and Hubei are 3.30 yuan/jin, 2.93 yuan/jin, 3.40 yuan/jin, and 3.44 yuan/jin respectively. The previous day's prices were 3.20 yuan/jin, 2.93 yuan/jin, 3.30 yuan/jin, and 3.33 yuan/jin [1] - Industrial Chain Data: The latest corn spot price is 2,317 yuan/ton, down from 2,328 yuan/ton the previous day. The latest soybean meal spot price is 3,040 yuan/ton, unchanged from the previous day. The latest Henan pig price is 14.03 yuan/kg, down from 14.08 yuan/kg the previous day [1] Trend Intensity - The trend intensity is 0, indicating a neutral view, with the value ranging from -2 (most bearish) to 2 (most bullish) [1]