卓创资讯禽蛋产业链高级分析师刘旭 【导语】9月份全国鸡蛋需求量普遍增多，仍有一定供应压力，鸡蛋价格呈上涨趋势，但低于去年同 期，饲料成本基本维持稳定，蛋鸡养殖扭亏为盈。10月份鸡蛋价格或呈现先稳后跌趋势，饲料成本下降 空间不大，预计10月份养殖盈利空间或缩小。 9月份全国鸡蛋价格上涨，使养殖行业扭亏为盈 进入需求旺季，9月份全国鸡蛋市场供需矛盾得到缓解，各消费途径需求量均有不同时间、不同程度的 增多，鸡蛋价格普遍上涨至成本线之上，养殖收入增多。另一方面，由于饲料原料价格波动不大，饲料 成本仍维持低位震荡，月底微低于月初，9月多数时间鸡蛋收入高于养殖支出，蛋鸡养殖扭亏为盈。截 至9月25日，全国鸡蛋月均价3.49元/斤，环比涨幅14.05%；单斤鸡蛋饲料月均成本3.03元，环比微跌 0.33%。 需求旺季缓解蛋市供需矛盾，饲料原料价格微幅下跌 鸡蛋市场供应仍有压力，但需求改善较明显，供需矛盾缓解，蛋价普遍上涨。根据卓创资讯监测的数据 显示，8月底全国产蛋鸡存栏量继续增加至13.65亿只，同比涨幅6.06%，为2021年以来的存栏最高值。9 月份产区鸡群日龄普遍偏小，同时业者预期尚可，去产能速度偏慢，因此9月份全 ...

Core Viewpoint - The domestic egg-laying chicken farming industry has transitioned from a loss to profitability in September due to rising egg prices and a slight decrease in costs, but the sustainability of this profitability is uncertain as seasonal demand may weaken towards the end of September and into October [1][3][9] Summary by Sections Profitability Trends - From May to August, the egg-laying chicken farming sector experienced losses, with only a brief period of profitability in late July 2025. However, by early September, profitability was achieved, with an average profit of 0.26 yuan per kilogram of eggs, reversing a loss of 0.13 yuan per kilogram [3][9] - The average profit in September has increased by 0.25 yuan compared to August, marking a significant turnaround from the previous four months of losses [3] Supply and Demand Dynamics - Demand for eggs has increased due to the start of the school year and the upcoming holidays, leading to a notable rise in egg prices, which increased by nearly 13% compared to the average in August [4][9] - Despite high egg supply levels, the demand boost has allowed for profitability in egg-laying operations [3][4] Cost Factors - The cost of feed, a major factor affecting profitability, has slightly decreased, with the average feed cost dropping by 0.01 yuan per kilogram compared to August [6][9] - While corn prices have seen a slight increase, soybean meal prices remain low, contributing to the overall reduction in feed costs [6] Future Outlook - The outlook for the egg-laying industry suggests that while demand may initially support prices, a decline in demand post-holidays could lead to price drops and potential profitability challenges [8][9] - It is anticipated that the average profit margin may compress to between 0.10 and 0.20 yuan per kilogram if demand weakens significantly, with the possibility of returning to losses if conditions do not improve [9]