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养殖端对后市预期转好 鸡蛋期货表现震荡运行
Jin Tou Wang· 2026-01-22 06:03
Group 1 - The national egg price is stable at 3.68 yuan per jin, with no month-on-month change, while specific regional prices also remain steady [1] - The current inventory of laying hens in December is 1.344 billion, showing a month-on-month decrease of 0.59% but a year-on-year increase of 5%, indicating a recovery in supply [1] - The futures market shows a slight increase in net long positions, with a total of 381,400 long contracts and 359,700 short contracts, resulting in a long-to-short ratio of 1.06 [1] Group 2 - The market is experiencing increased supply due to the release of previously stored goods, leading to a "supply increase and demand slowdown" scenario, which puts short-term pressure on egg prices [4] - Despite the current high prices and slow sales in consumption areas, family consumption during the Spring Festival is expected to provide support for prices, limiting the downward potential [4] - The egg futures market is showing a stable performance, with some price adjustments in the short term, while the long-term outlook remains positive due to improving industry fundamentals [4]