瑞达期货鸡蛋产业日报-20260316

Report Industry Investment Rating - No relevant information provided Core Viewpoints - The supply side has a relatively high inventory, and the elimination of old laying hens is slow, resulting in sufficient overall supply. However, with schools fully reopened and factories resuming work, the pre - Qingming Festival stocking has been launched in advance, significantly boosting the off - season demand. The feed cost has increased, and the breeding side is reluctant to sell and tries to hold up prices, leading to a rebound in spot prices. This further weakens the expectation of a decline in laying hen inventory. From a market perspective, the egg market remains volatile, and short - term participation is recommended [2] Summary by Directory Futures Market - The futures closing price of the active contract for eggs is 3439 yuan per 500 kilograms, with a week - on - week increase of 6. The net long positions of the top 20 futures holders for eggs are 955 lots, with a week - on - week increase of 286. The month - to - month spread (5 - 9) of egg futures is - 421 yuan per 500 kilograms, with a week - on - week decrease of 5. The futures trading volume of the active contract for eggs is 170,711 lots, with a week - on - week increase of 2452. The registered warehouse receipt volume for eggs is 0 lots, with a week - on - week decrease of 7 [2] 现货市场 - The spot price of eggs is 3.22 yuan per catty, with a week - on - week increase of 0.09. The basis (spot - futures) is - 221 yuan per 500 kilograms, with a week - on - week increase of 85 [2] Upstream Situation - The laying hen inventory index nationwide is 109.28 (with 2015 = 100), with a month - on - month decrease of 2.75. The eliminated laying hen index nationwide is 124.98 (with 2015 = 100), with a month - on - month increase of 23.8. The average price of laying hen chicks in the main production areas is 3.5 yuan per chick, with no change. The new chick index nationwide is 71.99 (with 2015 = 100), with a month - on - month decrease of 21.63. The average price of laying hen compound feed is 2.84 yuan per kilogram, with a week - on - week increase of 0.04. The breeding profit of laying hens is - 0.33 yuan per hen, with a week - on - week increase of 0.02. The average price of eliminated hens in the main production areas is 10.4 yuan per kilogram, with a week - on - week increase of 0.52. The age of eliminated hens nationwide is 500 days, with no change [2] Industry Situation - The average wholesale price of pork is 16.18 yuan per kilogram, with a day - on - day increase of 0.01. The average wholesale price of 28 key - monitored vegetables is 4.89 yuan per kilogram, with a day - on - day decrease of 0.05. The average wholesale price of dressed chickens is 17.17 yuan per kilogram, with a day - on - day decrease of 0.17. The weekly inventory in the circulation link is 1.17 days, with a week - on - week decrease of 0.1. The weekly inventory in the production link is 1.07 days, with a week - on - week decrease of 0.15. The monthly export volume of fresh eggs is 14,898.72 tons, with a month - on - month increase of 1,853.2 tons [2] Downstream Situation - The weekly consumption of eggs in the sales areas is 6,864 tons, with a week - on - week decrease of 440 tons [2] Industry News - The average price of eggs in Shandong, the main production area, is 6.34 yuan per kilogram, with a day - on - day increase of 0.20. The average price of eggs in Hebei is 5.97 yuan per kilogram, with a day - on - day increase of 0.09. The average price of eggs in Guangdong is 7.07 yuan per kilogram, unchanged from the previous day. The average price of eggs in Beijing is 6.40 yuan per kilogram, unchanged from the previous day [2]