瑞达期货鸡蛋产业日报-20260311

1. Report Industry Investment Rating - Not provided in the report 2. Core View of the Report - The supply - side inventory is high, the elimination of old chickens is slow, and the overall supply is sufficient. The demand side is still in the post - holiday off - season, so the spot price maintains a low - level shock. However, with schools fully reopened, factories resumed work, and the early start of Tomb - Sweeping Festival stocking, the off - season demand is significantly boosted. The feed cost is relatively stable, and the breeding is mostly in a break - even or slightly profitable state. The market sentiment has great differences. The egg futures maintain a shock, and short - term participation is recommended [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the active egg futures contract is 3438 yuan/500 kilograms, with a decrease of 2304 compared to the previous value. The net long position of the top 20 futures holders is - 7552 hands. The egg futures spread between May and September is - 416 yuan/500 kilograms. The trading volume of the active egg futures contract is 164850 hands, an increase of 3626 hands. The registered warehouse receipt volume is 5 hands [2] 3.2现货市场 - The spot price of eggs is 3.12 yuan/jin, and the basis (spot - futures) is - 320 yuan/500 kilograms, a decrease of 26 compared to the previous value [2] 3.3 Upstream Situation - The laying hen inventory index in the whole country is 109.28 (with 2015 = 100), a decrease of 2.75. The elimination index of laying hens in the whole country 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 3.5 yuan/feather, an increase of 0.2. The new chick index in the whole country is 71.99 (with 2015 = 100), a decrease of 21.63. The average price of egg - laying chicken compound feed is 2.8 yuan/kg. The breeding profit of egg - laying chickens is - 0.35 yuan/head, an increase of 0.14. The average price of eliminated chickens in the main production areas is 9.88 yuan/kg, an increase of 1.02. The age of eliminated chickens in the whole country is 500 days, with no change [2] 3.4 Industry Situation - The average wholesale price of 28 key - monitored vegetables is 16.86 yuan/kg, a decrease of 0.04. The average wholesale price of pork is 5.05 yuan/kg, an increase of 0.04. The average wholesale price of white - striped chickens is 17.53 yuan/kg, a decrease of 0.16. The weekly inventory in the circulation link is 1.27 days, an increase of 0.09. The weekly inventory in the production link is 1.22 days, a decrease of 0.07. 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 area is 7304 tons, an increase of 3026 tons [2] 3.6 Industry News - The average price of eggs in Shandong, the main production area, is 6.14 yuan/kg, unchanged from yesterday; the average price of eggs in Hebei is 5.88 yuan/kg, unchanged from yesterday; the average price of eggs in Guangdong is 7.07 yuan/kg, an increase of 0.20 compared to yesterday; the average price of eggs in Beijing is 6.40 yuan/kg, unchanged from yesterday [2]