瑞达期货鸡蛋产业日报-20251204

Report Industry Investment Rating - No investment rating provided in the report Core Viewpoint - The market is in a game between weak reality and strong expectations. The short - term near - month contracts may be in a wide - range shock state, and one can try to go long on the far - month contracts with a light position [2] Summary by Relevant Catalogs Futures Market - The futures closing price of the active egg contract is 3138 yuan/500 kilograms, with a 0 yuan change compared to the previous day. The net long position of the top 20 futures holders of eggs is - 24952 hands, an increase of 1234 hands. The egg futures monthly spread (1 - 5) is - 476 yuan/500 kilograms, a decrease of 13 yuan. The futures trading volume of the active egg contract is 160465 hands, a decrease of 8083 hands. The registered warehouse receipt volume of eggs is 0 hands, with no change [2] 现货市场 - The spot price of eggs is 3.1 yuan/jin, a decrease of 0.01 yuan. The basis (spot - futures) is - 41 yuan/500 kilograms, a decrease of 12 yuan [2] Upstream Situation - The laying hen inventory index nationwide is 114.24 (with 2015 = 100), a decrease of 1.02. The culled laying hen index nationwide is 114.44 (with 2015 = 100), a decrease of 10.19. The average price of laying hen chicks in the main production areas is 2.7 yuan/feather, with no change. The new - born chick index nationwide is 67.09 (with 2015 = 100), a decrease of 9.56. The average price of laying hen compound feed is 2.76 yuan/kg, with no change. The breeding profit of laying hens is - 0.41 yuan/hen, an increase of 0.05 yuan. The average price of culled hens in the main production areas is 7.6 yuan/kg, a decrease of 0.16 yuan. The average age of culled hens nationwide is 510 days, an increase of 3 days [2] Industry Situation - The average wholesale price of pork is 17.65 yuan/kg, a decrease of 0.09 yuan. The average wholesale price of 28 key - monitored vegetables is 5.93 yuan/kg, an increase of 0.05 yuan. The average wholesale price of dressed chickens is 17.81 yuan/kg, a decrease of 0.17 yuan. The weekly inventory in the circulation link is 1.2 days, an increase of 0.15 days. The weekly inventory in the production link is 1.1 days, an increase of 0.09 days. The monthly export volume of fresh eggs is 13394.53 tons, an increase of 178.74 tons [2] Downstream Situation - The weekly consumption of eggs in the sales areas is 7472 tons, an increase of 88.6 tons [2] Industry News - Today, the average price of eggs in Shandong's main production area is 6.29 yuan/kg, unchanged from yesterday; the average price of eggs in Hebei is 5.76 yuan/kg, a decrease of 0.02 yuan from yesterday; the average price of eggs in Guangdong is 6.53 yuan/kg, unchanged from yesterday; the average price of eggs in Beijing is 6.40 yuan/kg, unchanged from yesterday. The continuous losses of the breeding end have led to a decline in the enthusiasm for replenishment and an increase in the number of old hens culled. The inventory of laying hens has slightly declined, and the market atmosphere has slightly improved [2]