近月宽松明显：养殖产业链日报-20260305

Group 1: Report Industry Investment Rating - No relevant information provided Group 2: Core Views of the Report - The domestic soybean market is expected to remain strong, and it is advisable to go long at low prices [1] - The corn market is strong, but there are obvious resistances above. It is recommended to go long at low prices and consider positive replenishment or buying if there is a pullback [1] - Although the egg supply is currently in a loose stage, it is expected to be stable and slightly stronger later, and it is recommended to adopt a low - long strategy [2] - The pig market is under pressure in the first half of 2026, and subsequent storage purchases may continue to delay the surplus pressure. The industry is in a key game period, and the near - term is expected to fluctuate at the bottom [3][4] Group 3: Summary by Related Catalogs Soybean - Recent domestic soybean spot prices have risen steadily, with some areas showing small increases. High - protein soybeans in Heilongjiang are priced at 2.3 - 2.45 yuan per catty, and the prices in sales areas also fluctuate. The market is expected to remain strong [1] Corn - After the Spring Festival, the corn market is bullish, but there are resistances such as increased import grain arrivals, rumors of brown rice auctions, and weak downstream demand. The rise in crude oil is beneficial to ethanol enterprises and indirectly drives corn up. It is recommended to go long at low prices [1] Egg - In February, the inventory of laying hens was 1.296 billion, with an increase of 8 million compared to January. The age structure of laying hens is getting older. Although the supply is currently loose, it is expected to be stable and slightly stronger later [2] Pig - As of the end of December 2025, the national sow inventory was 39.61 million, and it slightly decreased to 39.58 million in January 2026, still above the regulatory red line. The pig market in the first half of 2026 faces pressure, and the government may further adjust the sow inventory [3]