瑞达期货鸡蛋产业日报-20260326

1. Report Industry Investment Rating - There is no information about the report industry investment rating in the provided content. 2. Core Viewpoints of the Report - The current school opening and factory resumption have advanced the Tomb - Sweeping Festival stocking, significantly boosting the off - season demand. With high feed costs, farmers are reluctant to sell and support prices, leading to a rebound in spot prices. However, the spot price increase weakens the expectation of a decline in laying - hen inventory. Coupled with the slow culling of old hens, the overall supply is sufficient, and there is still supply pressure in the later period, so it is expected to fluctuate within a range. The egg 2605 contract has risen significantly due to the Tomb - Sweeping Festival stocking demand, with the operating range's center of gravity rising [2]. 3. Summary by Relevant Catalogs 3.1 Futures Market - The futures closing price of the active egg contract is 3512 yuan/500 kilograms, with a week - on - week increase of 102 [2]. - The net long position of the top 20 futures holders of eggs is 24,297 lots, with a week - on - week increase of 19,347 [2]. - The egg futures monthly spread (5 - 9) is - 305 yuan/500 kilograms, with a week - on - week increase of 78 [2]. - The futures trading volume of the active egg contract is 189,332 lots, with a week - on - week increase of 25,971 [2]. - The registered warehouse receipt volume of eggs is 0 lots, with a week - on - week decrease of 2 [2]. 3.2 Spot Market - The spot price of eggs is 3.34 yuan/jin, with a week - on - week increase of 0.02 [2]. - The basis (spot - futures) is - 169 yuan/500 kilograms, with a week - on - week decrease of 84 [2]. 3.3 Upstream Situation - The national laying - hen inventory index is 109.28 (with 2015 = 100), with a month - on - month decrease of 2.75 [2]. - The national culled laying - hen index is 124.98 (with 2015 = 100), with a month - on - month increase of 23.8 [2]. - The average price of laying - hen chicks in the main production areas is 3.6 yuan/feather, with a week - on - week increase of 0.1 [2]. - The national new - chick index is 71.99 (with 2015 = 100), with a month - on - month decrease of 21.63 [2]. - The average price of laying - hen compound feed is 2.9 yuan/kg, with a week - on - week increase of 0.06 [2]. - The breeding profit of laying hens is - 0.32 yuan/hen, with a week - on - week increase of 0.01 [2]. - The average price of culled hens in the main production areas is 10.52 yuan/kg, with a week - on - week increase of 0.12 [2]. - The culling age of hens nationwide is 500 days, with no change from the previous month [2]. 3.4 Industry Situation - The average wholesale price of pork is 15.65 yuan/kg, with a week - on - week decrease of 0.15 [2]. - The average wholesale price of 28 key - monitored vegetables is 4.78 yuan/kg, with a week - on - week decrease of 0.08 [2]. - The average wholesale price of dressed chickens is 17.41 yuan/kg, with a week - on - week decrease of 0.01 [2]. - The weekly inventory in the circulation link is 1.17 days, with a week - on - week decrease of 0.1 [2]. - The weekly inventory in the production link is 1.07 days, with a week - on - week decrease of 0.15 [2]. - The monthly export volume of fresh eggs is 10,796.36 tons, with a month - on - month decrease of 3,741.98 tons [2]. 3.5 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]. 3.6 Industry News - According to the latest survey data of Mysteel's egg team on 31 production areas in 10 regions across the country, on March 26, 2026, the national production - link inventory was 0.81 days, unchanged from the previous day, and the circulation - link inventory was 1.11 days, also unchanged from the previous day [2].