瑞达期货鸡蛋产业日报-20260303

1. Report Industry Investment Rating - Not provided in the content 2. Core View of the Report - The holiday production capacity has been continuously released, resulting in a certain inventory in the production areas. The market is under significant pressure, and the post - holiday opening prices in various places have dropped by about 0.5 yuan per catty compared to before the holiday. With the resumption of work in enterprises, the market sales have slightly improved, but due to inventory pressure, traders are still mainly focused on clearing inventory. The laying - hen inventory is still at the highest level in the same period, and the supply - side pressure remains high, which still has a certain impact on the spot egg price in the short term. From a market perspective, the futures price generally remains volatile, and short - term participation is recommended [2] 3. Summary of Each Section 3.1 Futures Market - The futures closing price of eggs (active contract) is 3197 yuan per 500 kilograms, a decrease of 45 yuan. The net long position of the top 20 futures holders is - 5423 hands, a decrease of 5340 hands. The monthly spread of egg futures (5 - 9) is - 434 yuan per 500 kilograms, a decrease of 32 yuan. The futures trading volume of the active contract is 109,597 hands, a decrease of 12,816 hands. The registered warehouse receipt volume is 30 hands, an increase of 2 hands [2] 3.2 Spot Market - The spot price of eggs is 3.06 yuan per catty, a decrease of 0.01 yuan. The basis (spot - futures) is - 139 yuan per 500 kilograms, an increase of 31 yuan [2] 3.3 Upstream Situation - The national laying - hen inventory index is 109.28 (2015 = 100), a decrease of 2.75; the national culled laying - hen index is 124.98 (2015 = 100), an increase of 23.8. The average price of laying - hen chicks in the main production areas is 3.3 yuan per chick, an increase of 0.1 yuan. The national new - chick index is 71.99 (2015 = 100), a decrease of 21.63. The average price of laying - hen feed is 2.8 yuan per kilogram, unchanged. The breeding profit of laying hens is - 0.49 yuan per hen, a decrease of 0.4 yuan. The average price of culled chickens in the main production areas is 8.86 yuan per kilogram, unchanged. The average age of culled chickens nationwide is 500 days, unchanged [2] 3.4 Industry Situation - The average wholesale price of pork is 17.22 yuan per kilogram, an increase of 0.02 yuan; the average wholesale price of 28 key - monitored vegetables is 5.17 yuan per kilogram, an increase of 0.02 yuan; the average wholesale price of dressed chickens is 17.49 yuan per kilogram, a decrease of 0.06 yuan. The weekly inventory in the circulation link is 1.18 days, a decrease of 0.08 days; the weekly inventory in the production link is 1.29 days, an increase of 0.05 days. The monthly export volume of fresh eggs is 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 is 4,278 tons, a decrease of 2,112 tons [2] 3.6 Industry News - Today, the average price of eggs in Shandong, the main production area, is 6.11 yuan per kilogram, unchanged from yesterday; the average price in Hebei is 5.87 yuan per kilogram, a decrease of 0.03 yuan from yesterday; the average price in Guangdong is 6.27 yuan per kilogram, a decrease of 0.20 yuan from yesterday; the average price in Beijing is 6.32 yuan per kilogram, unchanged from yesterday [2] 3.7 Key Focus - There is no news today [2]