瑞达期货鸡蛋产业日报-20260204

Group 1: Report Industry Investment Rating - No relevant content Group 2: Core Viewpoints - The previous replenishment was relatively low, and the current pressure of new egg - laying hens is not large. The egg - laying hen inventory will still be in a downward trend. However, the current in - production inventory of egg - laying hens is still at a high level. The previous high market stocking sentiment led to a significant increase in egg prices and improved breeding profits, which increased the enthusiasm for chick replenishment and slightly slowed down the enthusiasm for old hen culling, weakening the expectation of inventory decline. Affected by the recent decline in spot prices, the futures price also weakened, adding market volatility, and short - term participation is recommended [2] Group 3: Summary by Directory Futures Market - The futures closing price of the active contract of eggs is 2945 yuan/500 kilograms, a decrease of 8 yuan; the net long position of the top 20 futures holders of eggs is - 16298 hands, a decrease of 7005 hands; the egg futures monthly spread (5 - 9) is - 467 yuan/500 kilograms, a decrease of 21 yuan; the futures holding volume of the active contract of eggs is 179590 hands, a decrease of 61 hands; the registered warehouse receipt volume of eggs is 0 hands [2] Spot Market - The egg spot price is 3.66 yuan/jin, a decrease of 0.09 yuan; the basis (spot - futures) is 711 yuan/500 kilograms, a decrease of 83 yuan [2] Upstream Situation - The national laying hen inventory index is 109.28 (with 2015 = 100), a decrease of 2.75; the national culled laying hen index is 124.98 (with 2015 = 100), an increase of 23.8; the average price of egg - laying chicken seedlings in the main production areas is 3.2 yuan/feather, an increase of 0.1 yuan; the national new chick index is 71.99 (with 2015 = 100), a decrease of 21.63; the average price of egg - laying chicken compound feed is 2.84 yuan/kg, unchanged; the breeding profit of egg - laying chickens is 0.3 yuan/head, an increase of 0.19 yuan; the average price of culled chickens in the main production areas is 9.44 yuan/kg, an increase of 0.38 yuan; the culled chicken age in the whole country is 500 days, unchanged [2] Industry Situation - The average wholesale price of pork is 18.56 yuan/kg, an increase of 0.12 yuan; the average wholesale price of 28 key - monitored vegetables is 5.51 yuan/kg, a decrease of 0.05 yuan; the average wholesale price of white - striped chickens is 17.17 yuan/kg, a decrease of 0.18 yuan; the weekly inventory in the circulation link is 1.07 days, an increase of 0.02 days; the weekly inventory in the production link is 1.02 days, an increase of 0.05 days; the monthly export volume of fresh eggs is 14898.72 tons, an increase of 1853.2 tons [2] Downstream Situation - The weekly consumption of eggs in the sales area is 7210 tons, a decrease of 165 tons [2] Industry News - Today, the average price of eggs in Shandong, the main production area, is 7.32 yuan/kg, a decrease of 0.21 yuan compared with yesterday; the average price of eggs in Hebei is 7.06 yuan/kg, a decrease of 0.17 yuan compared with yesterday; the average price of eggs in Guangdong is 7.27 yuan/kg, a decrease of 0.20 yuan compared with yesterday; the average price of eggs in Beijing is 7.80 yuan/kg, a decrease of 0.14 yuan compared with yesterday [2]