瑞达期货鸡蛋产业日报-20260317

1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints of the Report - Supply - side inventory remains high, and the elimination of old chickens is slow, resulting in sufficient overall supply. However, with schools fully reopened, factories back in operation, and the early start of Tomb - Sweeping Festival stockpiling, off - season demand has been significantly boosted. Feed costs have risen, causing farmers to be reluctant to sell and support prices, leading to a rebound in spot prices. This further weakens the expectation of a decline in laying - hen inventory. The egg futures market maintains a volatile trend, and short - term trading is recommended [2] 3. Summary According to Relevant Catalogs 3.1 Futures Market - The closing price of the active egg futures contract is 3382 yuan/500 kilograms, a decrease of 57 yuan compared to the previous period. The net long position of the top 20 futures holders of eggs is - 4422 hands, a decrease of 5377 hands. The monthly spread between the 5 - month and 9 - month egg futures contracts is - 452 yuan/500 kilograms, a decrease of 31 yuan. The trading volume of the active egg futures contract is 171,295 hands, an increase of 584 hands. The registered warehouse receipt volume of eggs is 0 hands [2] 3.2 Spot Market - The spot price of eggs is 3.2 yuan/jin, a decrease of 0.01 yuan. The basis (spot - futures) is - 177 yuan/500 kilograms, an increase of 44 yuan [2] 3.3 Upstream Situation - The national laying - hen inventory index is 109.28 (with 2015 = 100), a decrease of 2.75. The national eliminated laying - hen index 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, unchanged. The national new - chick index is 71.99 (with 2015 = 100), a decrease of 21.63. The average price of egg - laying chicken compound feed is 2.84 yuan/kg, an increase of 0.04 yuan. The breeding profit of egg - laying chickens is - 0.33 yuan/head, an increase of 0.02 yuan. The average price of eliminated chickens in the main production areas is 10.4 yuan/kg, an increase of 0.52 yuan. The average age of eliminated chickens in the country is 500 days, unchanged [2] 3.4 Industry Situation - The average wholesale price of pork is 16.2 yuan/kg, an increase of 0.02 yuan. The average wholesale price of 28 key - monitored vegetables is 4.88 yuan/kg, a decrease of 0.01 yuan. The average wholesale price of white - striped chickens is 17.2 yuan/kg, an increase of 0.03 yuan. The weekly inventory in the circulation link is 1.17 days, a decrease of 0.1 days. The weekly inventory in the production link is 1.07 days, a decrease of 0.15 days. The monthly export volume of fresh eggs is 14,898.72 tons, an increase of 1853.2 tons [2] 3.5 Downstream Situation - The weekly consumption of eggs in the sales areas is 6864 tons, a decrease of 440 tons [2] 3.6 Industry News - The average price of eggs in Shandong's main production area is 6.34 yuan/kg, unchanged from the previous day; in Hebei, it is 5.97 yuan/kg, unchanged; in Guangdong, it is 7.07 yuan/kg, unchanged; in Beijing, it is 6.40 yuan/kg, unchanged [2]