瑞达期货鸡蛋产业日报-20260309

1. Report Industry Investment Rating - No information provided 2. Core Viewpoints - The inventory on the supply side is high, the elimination of old laying hens is slow, and the overall supply is sufficient. The demand side is in the off - season after the festival. After the Lantern Festival stocking, the terminal consumption is weak, the sales are average, and the spot price maintains a low - level shock. However, with the resumption of work and production of enterprises, the market sales have improved slightly, the feed cost is relatively stable, and the breeding is mostly in a state of breaking even or small profit. The market sentiment is highly divided. From the perspective of the futures market, boosted by the general rise of commodities, the egg futures hit a high and then fell back today, and generally continued to close higher, but the pressure of high inventory still exists, and short - term participation is recommended [2] 3. Summary by Directory 3.1 Futures Market - The closing price of the active egg futures contract is 3427 yuan/500 kilograms, with a decrease of 7226 compared to the previous period. The net long position of the top 20 futures holders is - 9010 hands. The monthly spread between May and September contracts is - 425 yuan/500 kilograms. The trading volume of the active contract is 156507 hands, a decrease of 19256 hands. The registered warehouse receipt volume is 2 hands [2] 3.2 Spot Market - The spot price of eggs is 3.08 yuan/jin, and the basis (spot - futures) is - 349 yuan/500 kilograms, with a week - on - week increase of 69 [2] 3.3 Upstream Situation - The national laying hen inventory index is 109.28 (with 2015 = 100), a decrease of 2.75. The national elimination laying hen index is 124.98 (with 2015 = 100), an increase of 23.8. The average price of laying hen chicks in the main production areas is 3.5 yuan/feather, an increase of 0.2. The national new - born chick index is 71.99 (with 2015 = 100), a decrease of 21.63. The average price of laying hen compound feed is 2.8 yuan/kg, with no change. The breeding profit of laying hens is - 0.35 yuan/hen, an increase of 0.14. The average price of eliminated hens in the main production areas is 9.88 yuan/kg, an increase of 1.02. The average age of eliminated hens in the country is 500 days, with no change [2] 3.4 Industry Situation - The average wholesale price of 28 key - monitored vegetables is 17.06 yuan/kg, an increase of 0.04. The average wholesale price of pork is 5.02 yuan/kg, a decrease of 0.08. The average wholesale price of white - striped chickens is 17.46 yuan/kg, a decrease of 0.28. The weekly inventory in the circulation link is 1.18 days, a decrease of 0.08. The weekly inventory in the production link is 1.29 days, an increase of 0.05. The monthly export volume of fresh eggs is 14898.72 tons, an increase of 1853.2 tons [2] 3.5 Downstream Situation - The weekly consumption of eggs in the sales areas is 4278 tons, a decrease of 2112 tons [2] 3.6 Industry News - Today, the average price of eggs in Shandong, the main production area, is 6.14 yuan/kg, an increase of 0.20 compared to yesterday; the average price of eggs in Hebei is 5.79 yuan/kg, an increase of 0.14; the average price of eggs in Guangdong is 6.67 yuan/kg, an increase of 0.20; the average price of eggs in Beijing is 6.20 yuan/kg, an increase of 0.10 [2]