瑞达期货鸡蛋产业日报-20251222

1. Report Industry Investment Rating - Not provided in the report 2. Core View of the Report - The market is in a game between weak reality and strong expectations. The short - term near - month contracts may be in a wide - range oscillation state, and one can try to go long on the far - month contracts with a light position [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The futures closing price (active contract) of eggs is 2888 yuan/500 kilograms, with a环比 increase of 2 yuan [2] - The net long position of the top 20 futures holders of eggs is - 49587 lots, with a环比 increase of 2623 lots [2] - The monthly spread (5 - 9) of the egg futures is - 512 yuan/500 kilograms, with a环比 decrease of 34 yuan [2] - The futures trading volume (active contract) of eggs is 186319 lots, with a环比 decrease of 1370 lots [2] - The registered warehouse receipt volume of eggs is 0 lots [2] 3.2 Spot Market - The spot price of eggs is 3.06 yuan/jin, with a环比 decrease of 0.06 yuan [2] - The basis (spot - futures) is 167 yuan/500 kilograms, with a环比 decrease of 67 yuan [2] 3.3 Upstream Situation - The laying hen inventory index nationwide is 114.24 (2015 = 100), with a环比 decrease of 1.02 [2] - The culled laying hen index nationwide is 114.44 (2015 = 100), with a环比 decrease of 10.19 [2] - The average price of laying hen chicks in the main production areas is 2.8 yuan per chick, with no change [2] - The new - hatched chick index nationwide is 67.09 (2015 = 100), with a环比 decrease of 9.56 [2] - The average price of laying hen compound feed is 2.8 yuan/kg, with no change [2] - The breeding profit of laying hens is - 0.36 yuan per chicken, with no change [2] - The average price of culled chickens in the main production areas is 7.9 yuan/kg, with a环比 decrease of 0.04 yuan [2] - The age of culled chickens nationwide is 510 days, with a环比 increase of 3 days [2] 3.4 Industry Situation - The average wholesale price of pork is 17.56 yuan/kg, with a环比 increase of 0.03 yuan [2] - The average wholesale price of 28 key - monitored vegetables is 5.83 yuan/kg, with a环比 decrease of 0.04 yuan [2] - The average wholesale price of dressed chickens is 17.92 yuan/kg, with a环比 increase of 0.08 yuan [2] - The weekly inventory in the circulation link is 1.12 days, with a环比 increase of 0.02 days [2] - The weekly inventory in the production link is 1 day, with a环比 decrease of 0.01 days [2] - The export volume of fresh eggs in the current month is 13394.53 tons, with a环比 increase of 178.74 tons [2] 3.5 Downstream Situation - The weekly consumption volume of eggs in the sales areas is 7023 tons, with a环比 decrease of 104 tons [2] 3.6 Industry News - The average price of eggs in Shandong's main production area is 5.99 yuan/kg, down 0.16 yuan from yesterday; in Hebei, it is 5.78 yuan/kg, down 0.08 yuan; in Guangdong, it is 6.53 yuan/kg, unchanged; in Beijing, it is 6.30 yuan/kg, down 0.10 yuan [2] - 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 chicken culls. The laying hen inventory has slightly decreased, and the market atmosphere has slightly improved [2] 3.7 Key Points to Focus On - There is no news today [2]