瑞达期货鸡蛋产业日报-20260205

1. Report Industry Investment Rating - Not provided in the content 2. Core Viewpoints of the Report - The previous replenishment was relatively low, so the current pressure of new egg - laying hens coming into production is not significant, and the egg - laying hen存栏 will still be on a downward trend. However, the current in - production egg - laying hen存栏 is still at a high level. Previously, the market had a strong stocking sentiment, leading to a significant increase in egg prices and improved profits for the farming side. This has increased the enthusiasm for chick replenishment and slightly slowed down the enthusiasm for culling old hens, weakening the expectation of a decline in存栏. From the perspective of the futures market, recently affected by the decline in spot prices and the pressure of high存栏, futures prices have also weakened, adding market volatility. It is recommended to participate in the short - term [2] 3. Summary According to Relevant Catalogs 3.1 Futures Market - The closing price of the active egg futures contract was 2,891 yuan/500 kilograms, a decrease of 54 yuan compared to the previous period [2] - The net long position of the top 20 futures holders of eggs was - 12,067 hands, an increase of 4,231 hands [2] - The egg futures monthly price difference (5 - 9) was - 478 yuan/500 kilograms, a decrease of 11 yuan [2] - The trading volume of the active egg futures contract was 175,186 hands, a decrease of 4,404 hands [2] - The registered warehouse receipt volume of eggs was 0 hands, unchanged [2] 3.2 Spot Market - The spot price of eggs was 3.58 yuan/jin, a decrease of 0.07 yuan [2] - The basis (spot - futures) was 693 yuan/500 kilograms, a decrease of 18 yuan [2] 3.3 Upstream Situation - The national egg - laying hen存栏 index (monthly, with 2015 = 100) was 109.28, a decrease of 2.75 [2] - The national culled egg - laying hen index (monthly, with 2015 = 100) was 124.98, an increase of 23.8 [2] - The average price of egg - laying chicken chicks in the main production areas (weekly, yuan/chick) was 3.2 yuan, an increase of 0.1 yuan [2] - The national new - hatched chick index (monthly, with 2015 = 100) was 71.99, a decrease of 21.63 [2] - The average price of egg - laying chicken feed (weekly, yuan/kg) was 2.84 yuan, unchanged [2] - The breeding profit of egg - laying chickens (weekly, yuan/chicken) was 0.3 yuan, an increase of 0.19 yuan [2] - The average price of culled chickens in the main production areas (weekly, yuan/kg) was 9.44 yuan, an increase of 0.38 yuan [2] - The national average age of culled chickens (monthly, days) was 500 days, unchanged [2] 3.4 Industry Situation - The average wholesale price of pork (daily, yuan/kg) was 18.48 yuan, an increase of 0.1 yuan [2] - The average wholesale price of 28 key - monitored vegetables (daily, yuan/kg) was 5.5 yuan, a decrease of 0.02 yuan [2] - The average wholesale price of white - striped chickens (daily, yuan/kg) was 17.23 yuan, a decrease of 0.26 yuan [2] - The weekly inventory in the circulation link (weekly, days) was 1.07 days, an increase of 0.02 days [2] - The weekly inventory in the production link (weekly, days) was 1.02 days, an increase of 0.05 days [2] - The monthly export volume of fresh eggs (monthly, tons) was 14,898.72 tons, an increase of 1,853.2 tons [2] 3.5 Downstream Situation - The weekly consumption of eggs in the sales areas (weekly, tons) was 7,210 tons, a decrease of 165 tons [2] 3.6 Industry News - Today, the average price of eggs in Shandong, the main production area, was 7.31 yuan/kg, a decrease of 0.01 yuan from yesterday; the average price of eggs in Hebei was 6.84 yuan/kg, a decrease of 0.22 yuan from yesterday; the average price of eggs in Guangdong was 7.00 yuan/kg, a decrease of 0.27 yuan from yesterday; the average price of eggs in Beijing was 7.60 yuan/kg, a decrease of 0.20 yuan from yesterday [2] 3.7 Key Points to Watch - There was no news today [2]