瑞达期货鸡蛋产业日报-20260312

1. Report Industry Investment Rating - No information provided 2. Core Viewpoints - The supply - side inventory is high, the elimination of old laying hens 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 pre - holiday stocking for Tomb - Sweeping Festival started in advance, the off - season demand has been significantly boosted. The feed cost is relatively stable, and most of the breeding is in a state of breaking even or small profit, leading to large differences in market sentiment. The egg futures market maintains 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 3457 yuan/500 kilograms, with a decrease of 367 compared to the previous period. The net long position of the top 20 futures holders is 7185 hands. The monthly spread between May and September egg futures is - 404 yuan/500 kilograms. The trading volume of the active egg futures contract is 163624 hands, a decrease of 1226 hands. The registered warehouse receipt volume is 7 hands [2] 3.2 Spot Market - The spot price of eggs is 3.12 yuan/jin, and the basis (spot - futures) is - 339 yuan/500 kilograms, a decrease of 19 compared to the previous period [2] 3.3 Upstream Situation - The national laying - hen inventory index is 109.28 (with 2015 = 100), a decrease of 2.75. The national culled laying - hen index is 124.98 (with 2015 = 100), an increase of 23.8. The average price of laying - hen chicks in the main producing areas is 3.5 yuan/feather, an increase of 0.2. The national new - 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. The breeding profit of laying hens is - 0.35 yuan/hen, an increase of 0.14. The average price of culled hens in the main producing areas is 9.88 yuan/kg, an increase of 1.02. The average age of culled 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 16.5 yuan/kg, a decrease of 0.36. The average wholesale price of pork is 4.94 yuan/kg, a decrease of 0.11. The average wholesale price of white - striped chickens is 17.42 yuan/kg, a decrease of 0.11. 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 volume of eggs in the sales areas is 7304 tons, an increase of 3026 tons [2] 3.6 Industry News - Today, the average price of eggs in Shandong, the main producing area, is 6.14 yuan/kg, unchanged from yesterday; the average price in Hebei is 5.88 yuan/kg, unchanged from yesterday; the average price in Guangdong is 7.07 yuan/kg, unchanged from yesterday; the average price in Beijing is 6.40 yuan/kg, unchanged from yesterday [2]