瑞达期货鸡蛋产业日报-20251218

Report Summary - Report Date: December 18, 2025 [1] - Report Type: Egg Industry Daily Report 1. Industry Investment Rating - No industry investment rating is provided in the report. 2. Core View - The market is in a state of game between weak reality and strong expectations The short - term near - month contracts may be in a wide - range震荡 state, and investors can try to go long on far - month contracts with a light position [2] 3. Summary by Directory 3.1 Futures Market - The futures closing price of the active egg contract is 2,916 yuan/500 kilograms, down 176 yuan; the net long position of the top 20 futures holders of eggs is - 43,866 lots, down 3,865 lots [2] - The egg futures monthly spread (5 - 9) is - 473 yuan/500 kilograms, down 28 yuan; the futures trading volume of the active egg contract is 179,290 lots, up 102,924 lots [2] - The registered warehouse receipt volume of eggs is 0 lots, with no change [2] 3.2 Spot Market - The spot price of eggs is 3.19 yuan/jin, up 0.1 yuan; the basis (spot - futures) is 272 yuan/500 kilograms, up 276 yuan [2] 3.3 Upstream Situation - The laying hen inventory index nationwide is 114.24 (with 2015 = 100), down 1.02; the culled laying hen index nationwide is 114.44 (with 2015 = 100), down 10.19 [2] - The average price of laying hen chicks in the main producing areas is 2.8 yuan/chick, down 0.05 yuan; the new chick index nationwide is 67.09 (with 2015 = 100), down 9.56 [2] - The average price of laying hen compound feed is 2.8 yuan/kg, up 0.04 yuan; the breeding profit of laying hens is - 0.36 yuan/hen, down 0.06 yuan [2] - The average price of culled chickens in the main producing areas is 7.94 yuan/kg, up 0.22 yuan; the culling age of chickens nationwide is 510 days, up 3 days [2] 3.4 Industry Situation - The average wholesale price of pork is 17.51 yuan/kg, up 0.08 yuan; the average wholesale price of 28 key - monitored vegetables is 5.9 yuan/kg, down 0.03 yuan [2] - The average wholesale price of white - striped chickens is 17.82 yuan/kg, with no change; the weekly inventory in the circulation link is 1.1 days, down 0.04 days [2] - The weekly inventory in the production link is 1.01 days, down 0.05 days; the monthly export volume of fresh eggs is 13,394.53 tons, up 178.74 tons [2] 3.5 Downstream Situation - The weekly consumption of eggs in the sales areas is 7,127 tons, up 12 tons [2] 3.6 Industry News - The average price of eggs in Shandong, the main producing area, is 6.15 yuan/kg, unchanged from yesterday; the average price of eggs in Hebei is 5.86 yuan/kg, up 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 [2] - Continuous losses in the breeding end have led to a decline in the enthusiasm for replenishment and an increase in the culling of old hens. The laying hen inventory has declined slightly, and the market sentiment has improved slightly [2] 3.7 Key Points of Attention - There is no news today [2]