瑞达期货鸡蛋产业日报-20260318

1. Report's Industry Investment Rating - Not provided in the content 2. Report's Core View - The supply - side inventory remains high and the elimination of old chickens is slow, with overall sufficient supply However, with the full resumption of schools and factories, the pre - Qingming Festival stocking has started in advance, significantly boosting the demand in the off - season The feed cost has risen, and the breeding side is reluctant to sell and holds up prices, leading to a rebound in the spot price This further weakens the expectation of a decline in laying - hen inventory In terms of the futures market, eggs maintain a volatile trend, and short - term participation is recommended [2] 3. Summary by Relevant Categories 3.1 Futures Market - The futures closing price of the active egg contract is 3400 yuan/500 kilograms, with a month - on - month increase of 18 The net long position of the top 20 futures holders is 573 hands, a significant increase of 4995 hands The egg futures spread between May and September is - 406 yuan/500 kilograms, up 46 The futures trading volume of the active contract is 172,504 hands, an increase of 1209 hands The registered warehouse receipt volume is 0 hands, unchanged [2] 3.2现货市场 - The spot price of eggs is 3.22 yuan/jin, up 0.02 yuan The basis (spot - futures) is - 179 yuan/500 kilograms, a decrease of 2 yuan [2] 3.3 Upstream Situation - The national laying - hen inventory index is 109.28 (2015 = 100), down 2.75 The national elimination index of laying hens is 124.98 (2015 = 100), up 23.8 The average price of egg - chicken chicks in the main production areas is 3.5 yuan per chick, unchanged The national new - chick index is 71.99 (2015 = 100), down 21.63 The average price of egg - chicken compound feed is 2.84 yuan/kg, up 0.04 yuan The breeding profit of egg - chickens is - 0.33 yuan per chicken, up 0.02 yuan The average price of eliminated chickens in the main production areas is 10.4 yuan/kg, up 0.52 yuan The average elimination age of chickens nationwide is 500 days, unchanged [2] 3.4 Industry Situation - The average wholesale price of pork is 16.18 yuan/kg, down 0.02 yuan The average wholesale price of 28 key - monitored vegetables is 4.88 yuan/kg, unchanged The average wholesale price of white - striped chickens is 17.29 yuan/kg, up 0.09 yuan The weekly inventory in the circulation link is 1.17 days, down 0.1 days The weekly inventory in the production link is 1.07 days, down 0.15 days The monthly export volume of fresh eggs is 14,898.72 tons, an increase of 1,853.2 tons [2] 3.5 Downstream Situation - The weekly consumption of eggs in the sales areas is 6,864 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 yesterday; in Hebei, it is 6.13 yuan/kg, up 0.16 yuan from yesterday; in Guangdong, it is 7.07 yuan/kg, unchanged from yesterday; in Beijing, it is 6.60 yuan/kg, up 0.20 yuan from yesterday [2]