瑞达期货鸡蛋产业日报-20260107

1. Report Industry Investment Rating - Not provided in the content 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 state of wide - range low - level oscillation, while the far - month contracts are expected to perform better than the near - month ones under the expectation of declining production capacity. It is advisable to try to go long on the far - month contracts with a light position [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the active egg futures contract is 3011 yuan/500 kilograms, with a week - on - week increase of 11; the net long position of the top 20 futures holders is - 30455 hands, a decrease of 739 hands; the egg futures spread between May and September is - 408 yuan/500 kilograms, an increase of 17; the futures open interest of the active contract is 244170 hands, an increase of 12584 hands; the registered warehouse receipt volume is 2 hands, a decrease of 21 hands [2] 3.2 Spot Market - The spot price of eggs is 3.27 yuan/jin, with a week - on - week increase of 0.09; the basis (spot - futures) is 255 yuan/500 kilograms, an increase of 76 [2] 3.3 Upstream Situation - The laying hen inventory index nationwide is 112.03 (2015 = 100), a decrease of 2.21; the culled laying hen index nationwide is 101.18 (2015 = 100), a decrease of 13.26; the average price of layer chicks in the main producing areas is 2.8 yuan/feather, unchanged; the new chick index nationwide is 93.62 (2015 = 100), an increase of 26.53; the average price of layer compound feed is 2.8 yuan/kg, unchanged; the breeding profit of laying hens is - 0.39 yuan/hen, an increase of 0.08; the average price of culled chickens in the main producing areas is 7.9 yuan/kg, an increase of 0.16; the age of culled chickens nationwide is 500 days, a decrease of 10 days [2] 3.4 Industry Situation - The average wholesale price of pork is 17.95 yuan/kg, a decrease of 0.04; the average wholesale price of 28 key - monitored vegetables is 5.57 yuan/kg, a decrease of 0.04; the average wholesale price of dressed chickens is 17.74 yuan/kg, an increase of 0.02; the weekly inventory in the circulation link is 1.21 days, an increase of 0.09; the weekly inventory in the production link is 1.09 days, an increase of 0.09; the monthly export volume of fresh eggs is 13394.53 tons, an increase of 178.74 tons [2] 3.5 Downstream Situation - The weekly consumption of eggs in the sales areas is 7147 tons, an increase of 124 tons [2] 3.6 Industry News - Today, the average price of eggs in Shandong's main producing area is 6.51 yuan/kg, an increase of 0.21 compared with yesterday; in Hebei, it is 6.07 yuan/kg, an increase of 0.18; in Guangdong, it is 7.07 yuan/kg, an increase of 0.20; in Beijing, it is 6.50 yuan/kg, an increase of 0.20. The continuous losses of the breeding end have led to a decline in the enthusiasm for replenishment and an increase in the culling volume of old hens. The laying hen inventory has continued to decline from a high level, and the market atmosphere has improved slightly [2]