瑞达期货鸡蛋产业日报-20250916

Report Industry Investment Rating - Not provided Core View of the Report - Currently, the egg supply is relatively abundant due to high laying - hen inventory and increased egg - laying rates with temperature drops. However, pre - holiday stocking has led to increased trader purchases, causing the egg price to rebound from the bottom, which also supports the futures market. The futures price has rebounded from a low level as short - sellers have closed their positions for profit. But high production capacity still exerts pressure on the market, so short - term trading is recommended in the near term [2] Summary by Relevant Catalogs Futures Market - The closing price of the active egg futures contract is 3113 yuan per 500 kilograms, down 30 yuan; the net long position of the top 20 futures holders is - 3975 lots, an increase of 5300 lots; the egg futures monthly spread (1 - 5) is - 64 yuan per 500 kilograms, down 27 yuan; the futures open interest of the active contract is 415102 lots, an increase of 40191 lots; the registered warehouse receipt volume is 0 lots [2] 现货市场 - The spot price of eggs is 3.84 yuan per catty, up 0.1 yuan; the basis (spot - futures) is 728 yuan per 500 kilograms, up 133 yuan [2] Upstream Situation - The national laying - hen inventory index is 113.18 (with 2015 = 100), up 1.27; the national culled laying - hen index is 99.2 (with 2015 = 100), down 4.89; the average price of layer chicks in the main production areas is 2.6 yuan per chick, down 0.4 yuan; the national new - chick index is 78.4 (with 2015 = 100), up 2.33; the average price of layer compound feed is 2.76 yuan per kilogram, unchanged; the layer farming profit is - 0.02 yuan per chicken, up 0.21 yuan; the average price of culled chickens in the main production areas is 9.22 yuan per kilogram, down 0.02 yuan; the national culling age of chickens is 512 days, up 11 days; the average wholesale price of pork is 19.88 yuan per kilogram; the average wholesale price of 28 key - monitored vegetables is 5.02 yuan per kilogram, up 0.05 yuan [2] Industry Situation - The average wholesale price of dressed chickens is 17.68 yuan per kilogram, up 0.16 yuan; the weekly inventory in the circulation link is 0.99 days, down 0.04 days; the weekly inventory in the production link is 0.91 days, down 0.02 days; the monthly export volume of fresh eggs is 12792.51 tons, down 110.81 tons [2] Downstream Situation - The weekly consumption of eggs in the sales area is 7303 tons, down 149 tons [2] Industry News - The average egg price in Shandong's main production area is 7.54 yuan per kilogram, up 0.20 yuan from yesterday; in Hebei, it is 7.23 yuan per kilogram, up 0.25 yuan; in Guangdong, it is 8.00 yuan per kilogram, up 0.20 yuan; in Beijing, it is 7.70 yuan per kilogram, up 0.20 yuan. High laying - hen inventory and new - laying pressure from previously replenished hens have led to abundant egg supply, and temperature drops have increased egg - laying rates, further increasing supply pressure [2]