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瑞达期货鸡蛋产业日报-20250917
Rui Da Qi Huo· 2025-09-17 09:23
1. Report Industry Investment Rating - No information provided 2. Core View of the Report - The current egg production capacity is high, with large pressure from newly - opened egg - laying hens and sufficient supply. The temperature drop has increased the egg - laying rate, further exacerbating the supply pressure. However, due to pre - holiday stocking for the Mid - Autumn Festival and National Day, the market demand has shown signs of recovery, driving up egg prices and supporting the futures market. Recently, short - sellers have covered their positions, causing the futures price to rebound from a low level. But the high - capacity pressure still exists, and short - term trading is recommended in the near future [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the active egg futures contract is 3116 yuan/500 kilograms, with a week - on - week increase of 3. The net long position of the top 20 futures holders is - 8678 hands, a decrease of 4703 hands. The monthly spread between the 1 - 5 egg futures contracts is - 52 yuan/500 kilograms, an increase of 12. The futures trading volume of the active contract is 437,712 hands, an increase of 22,610 hands. The registered warehouse receipts are 0 hands, a decrease of 3 hands [2] 3.2 Spot Market - The spot price of eggs is 3.86 yuan/jin, with a week - on - week increase of 0.02 yuan. The basis (spot - futures) is 744 yuan/500 kilograms, an increase of 16 yuan [2] 3.3 Upstream Situation - The national laying hen inventory index is 113.18 (2015 = 100), an increase of 1.27. The national culled laying hen index is 99.2 (2015 = 100), a decrease of 4.89. The average price of egg - laying chicken chicks in the main production areas is 2.6 yuan/chick, a decrease of 0.4 yuan. The national new - born chick index is 78.4 (2015 = 100), an increase of 2.33. The average price of egg - laying chicken compound feed is 2.76 yuan/kg, unchanged. The breeding profit of egg - laying chickens is - 0.02 yuan/hen, an increase of 0.21 yuan. The average price of culled chickens in the main production areas is 9.22 yuan/kg, a decrease of 0.02 yuan. The national culling age of chickens is 512 days, an increase of 11 days [2] 3.4 Industry Situation - The average wholesale price of pork is 19.73 yuan/kg, a decrease of 0.15 yuan. The average wholesale price of 28 key - monitored vegetables is 4.98 yuan/kg, a decrease of 0.04 yuan. The average wholesale price of dressed chickens is 17.38 yuan/kg, a decrease of 0.3 yuan. The weekly inventory in the circulation link is 0.99 days, a decrease of 0.04 days. The weekly inventory in the production link is 0.91 days, a decrease of 0.02 days. The monthly export volume of fresh eggs is 12,792.51 tons, a decrease of 110.81 tons [2] 3.5 Downstream Situation - The weekly consumption of eggs in the sales areas is 7303 tons, a decrease of 149 tons [2] 3.6 Industry News - The average price of eggs in Shandong, Hebei, Guangdong, and Beijing in the main production areas remained unchanged from the previous day. Currently, the laying hen inventory is high, and the supply of eggs is sufficient. The decrease in temperature has increased the egg - laying rate, further increasing the supply pressure [2]
瑞达期货鸡蛋产业日报-20250916
Rui Da Qi Huo· 2025-09-16 09:30
Report Industry Investment Rating - Not provided Core View of the Report - Currently, the egg supply is relatively abundant due to high laying - hen inventory and increased egg - laying rates with temperature drops. However, pre - holiday stocking has led to increased trader purchases, causing the egg price to rebound from the bottom, which also supports the futures market. The futures price has rebounded from a low level as short - sellers have closed their positions for profit. But high production capacity still exerts pressure on the market, so short - term trading is recommended in the near term [2] Summary by Relevant Catalogs Futures Market - The closing price of the active egg futures contract is 3113 yuan per 500 kilograms, down 30 yuan; the net long position of the top 20 futures holders is - 3975 lots, an increase of 5300 lots; the egg futures monthly spread (1 - 5) is - 64 yuan per 500 kilograms, down 27 yuan; the futures open interest of the active contract is 415102 lots, an increase of 40191 lots; the registered warehouse receipt volume is 0 lots [2] 现货市场 - The spot price of eggs is 3.84 yuan per catty, up 0.1 yuan; the basis (spot - futures) is 728 yuan per 500 kilograms, up 133 yuan [2] Upstream Situation - The national laying - hen inventory index is 113.18 (with 2015 = 100), up 1.27; the national culled laying - hen index is 99.2 (with 2015 = 100), down 4.89; the average price of layer chicks in the main production areas is 2.6 yuan per chick, down 0.4 yuan; the national new - chick index is 78.4 (with 2015 = 100), up 2.33; the average price of layer compound feed is 2.76 yuan per kilogram, unchanged; the layer farming profit is - 0.02 yuan per chicken, up 0.21 yuan; the average price of culled chickens in the main production areas is 9.22 yuan per kilogram, down 0.02 yuan; the national culling age of chickens is 512 days, up 11 days; the average wholesale price of pork is 19.88 yuan per kilogram; the average wholesale price of 28 key - monitored vegetables is 5.02 yuan per kilogram, up 0.05 yuan [2] Industry Situation - The average wholesale price of dressed chickens is 17.68 yuan per kilogram, up 0.16 yuan; the weekly inventory in the circulation link is 0.99 days, down 0.04 days; the weekly inventory in the production link is 0.91 days, down 0.02 days; the monthly export volume of fresh eggs is 12792.51 tons, down 110.81 tons [2] Downstream Situation - The weekly consumption of eggs in the sales area is 7303 tons, down 149 tons [2] Industry News - The average egg price in Shandong's main production area is 7.54 yuan per kilogram, up 0.20 yuan from yesterday; in Hebei, it is 7.23 yuan per kilogram, up 0.25 yuan; in Guangdong, it is 8.00 yuan per kilogram, up 0.20 yuan; in Beijing, it is 7.70 yuan per kilogram, up 0.20 yuan. High laying - hen inventory and new - laying pressure from previously replenished hens have led to abundant egg supply, and temperature drops have increased egg - laying rates, further increasing supply pressure [2]
瑞达期货鸡蛋产业日报-20250911
Rui Da Qi Huo· 2025-09-11 09:26
鸡蛋产业日报 2025-09-11 程加快以及降低补栏积极性,关注近期老鸡淘汰情况。盘面来看,在现货价格季节性回升提振下,近日空 数据来源于第三方,观点仅供参考。市场有风险,投资需谨慎! 头获利平仓,推动期价也低位反弹。但高产能压力仍存,持续对盘面有所牵制,近期以短线交易为主。 研究员: 许方莉 期货从业资格号F3073708 期货投资咨询从业证书号Z0017638 免责声明 本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任 何保证,据此投资,责任自负。本报告不构成个人投资建议,客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有,未经书面许可,任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发,需注明出处为 瑞达期货股份有限公司研究院,且不得对本报告进行有悖原意的引用、删节和修改。 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 期货收盘价(活跃合约):鸡蛋(日,元/500千 | 3044 | 25 ...
瑞达期货鸡蛋产业日报-20250910
Rui Da Qi Huo· 2025-09-10 09:12
以及降低补栏积极性,关注近期老鸡淘汰情况。盘面来看,在现货价格季节性回升提振下,近日空头获利 平仓,推动期价也低位反弹。但高产能压力仍存,持续对盘面有所牵制。 研究员: 许方莉 期货从业资格号F3073708 期货投资咨询从业证书号Z0017638 免责声明 本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任 何保证,据此投资,责任自负。本报告不构成个人投资建议,客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有,未经书面许可,任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发,需注明出处为 瑞达期货股份有限公司研究院,且不得对本报告进行有悖原意的引用、删节和修改。 鸡蛋产业日报 2025-09-10 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 期货收盘价(活跃合约):鸡蛋(日,元/500千 | 3019 | -41 期货前20名持仓:净买单量:鸡蛋(日,手) | -23789 | -7674 | ...
瑞达期货鸡蛋产业日报-20250903
Rui Da Qi Huo· 2025-09-03 09:37
1. Report Industry Investment Rating - No information provided 2. Core View of the Report - Currently, the inventory of laying hens is at a high level, and the newly - opened production pressure of laying hens supplemented in the early stage is relatively large, resulting in sufficient egg supply. The continuous delivery of cold - storage eggs further exacerbates the supply pressure. Although the egg consumption demand has slightly rebounded due to Mid - Autumn Festival stocking and the start of the school term, it is still weak compared to the same period last year. With sufficient inventory at each link and egg quality problems in some areas, the short - term demand has a weak supporting effect on prices, and the spot price continues to run at the lowest level in the same period this year. However, continuous losses in the breeding sector may accelerate the process of old - hen culling and reduce the enthusiasm for replenishment. Recently, after a continuous decline in the futures market, short - sellers have closed their positions for profit, driving the futures price to rebound from a low level [2] 3. Summary by Relevant Catalogs Futures Market - The futures closing price of the active egg contract is 3011 yuan/500 kilograms, with a week - on - week increase of 52; the net long position of the top 20 futures holders is - 34478 hands, with a week - on - week increase of 2882; the egg futures monthly spread (1 - 5) is - 38 yuan/500 kilograms, with a week - on - week increase of 27; the futures holding volume of the active contract is 379325 hands, with a week - on - week decrease of 62505; the registered warehouse receipt volume is 0 hands, with no week - on - week change [2] 现货市场 - The egg spot price is 3.15 yuan/jin, with a week - on - week increase of 0.03; the basis (spot - futures) is 138 yuan/500 kilograms, with a week - on - week decrease of 18 [2] Upstream Situation - The national laying - hen inventory index is 113.18 (with 2015 as 100), with a month - on - month increase of 1.27; the national culled laying - hen index is 99.2 (with 2015 as 100), with a month - on - month decrease of 4.89; the average price of laying - hen chicks in the main producing areas is 3 yuan/feather, with a week - on - week decrease of 0.2; the national new - chick index is 78.4 (with 2015 as 100), with a month - on - month increase of 2.33; the average price of laying - hen compound feed is 2.76 yuan/kg, with no week - on - week change; the breeding profit of laying hens is - 0.21 yuan/hen, with a week - on - week decrease of 0.06; the average price of culled hens in the main producing areas is 9.66 yuan/kg, with a week - on - week decrease of 0.44; the average age of culled hens nationwide is 512 days, with a month - on - month increase of 11 [2] Industry Situation - The average wholesale price of pork is 20.04 yuan/kg, with a week - on - week increase of 0.24; the average wholesale price of 28 key - monitored vegetables is 5.1 yuan/kg, with a week - on - week increase of 0.08; the average wholesale price of dressed chickens is 17.28 yuan/kg, with a week - on - week decrease of 0.16; the weekly inventory in the circulation link is 1.12 days, with a week - on - week decrease of 0.04; the weekly inventory in the production link is 1.06 days, with a week - on - week increase of 0.04; the monthly export volume of fresh eggs is 12792.51 tons, with a month - on - month decrease of 110.81 [2] Downstream Situation - The weekly consumption volume of eggs in the sales areas is 7674 tons, with a week - on - week increase of 235 [2] Industry News - Today, the average price of eggs in Shandong, the main producing area, is 6.16 yuan/kg, with a price increase of 0.04 compared to yesterday; the average price of eggs in Hebei is 6.22 yuan/kg, the same as yesterday; the average price of eggs in Guangdong is 6.40 yuan/kg, the same as yesterday; the average price of eggs in Beijing is 6.90 yuan/kg, the same as yesterday [2]
瑞达期货鸡蛋产业日报-20250902
Rui Da Qi Huo· 2025-09-02 09:26
Report Summary 1. Report Industry Investment Rating - No investment rating information is provided in the report [1][2] 2. Core Viewpoint - The current egg supply is abundant due to high laying - hen inventory, large pressure from newly - laying hens, and continuous cold - storage egg release. Although egg consumption has slightly increased due to Mid - Autumn Festival stocking and school openings, it is still weak year - on - year. Adequate inventory in all links and egg quality issues in some areas result in short - term demand having weak support for prices, with the spot price at the lowest level of the same period this year. The near - term futures price generally maintains a weak trend [2] 3. Summary by Directory 3.1 Futures Market - The futures closing price of the active egg contract is 2959 yuan/500 kilograms, up 38 yuan; the net long position of the top 20 futures holders is - 37360 lots, up 10321 lots; the egg futures monthly spread (1 - 5) is - 65 yuan/500 kilograms, down 18 yuan; the futures holding volume of the active contract is 441830 lots, down 42580 lots; the registered warehouse receipt volume is 0 lots [2] 3.2 Spot Market - The egg spot price is 3.12 yuan/jin, unchanged; the basis (spot - futures) is 156 yuan/500 kilograms, down 34 yuan [2] 3.3 Upstream Situation - The national laying - hen inventory index is 113.18 (2015 = 100), up 1.27; the national culled laying - hen index is 99.2 (2015 = 100), down 4.89; the average price of egg - laying chicks in the main producing areas is 3 yuan/chick, down 0.2 yuan; the national new - chick index is 78.4 (2015 = 100), up 2.33; the average price of egg - laying chicken compound feed is 2.76 yuan/kg, unchanged; the egg - laying chicken breeding profit is - 0.21 yuan/chicken, down 0.06 yuan; the average price of culled chickens in the main producing areas is 9.66 yuan/kg, down 0.44 yuan; the culling age of chickens nationwide is 512 days, up 11 days [2] 3.4 Industry Situation - The average wholesale price of pork is 19.8 yuan/kg, down 0.21 yuan; the average wholesale price of 28 key - monitored vegetables is 5.02 yuan/kg, up 0.01 yuan; the average wholesale price of dressed chickens is 17.44 yuan/kg, down 0.2 yuan; the weekly inventory in the circulation link is 1.12 days, down 0.04 days; the weekly inventory in the production link is 1.06 days, up 0.04 days; the monthly export volume of fresh eggs is 12792.51 tons, down 110.81 tons [2] 3.5 Downstream Situation - The weekly egg consumption in the sales areas is 7674 tons, up 235 tons [2] 3.6 Industry News - The average egg price in Shandong is 6.12 yuan/kg, unchanged; in Hebei is 6.22 yuan/kg, unchanged; in Guangdong is 6.40 yuan/kg, unchanged; in Beijing is 6.90 yuan/kg, unchanged. The current laying - hen inventory is high, and the pressure from newly - laying hens is large, with sufficient egg supply [2]
瑞达期货鸡蛋产业日报-20250901
Rui Da Qi Huo· 2025-09-01 09:01
Report Information - Report Name: Egg Industry Daily Report 2025-09-01 [1] - Researcher: Xu Fangli [2] Industry Investment Rating - No industry investment rating information is provided in the report. Core View - The current egg supply is relatively abundant due to the high inventory of laying hens and the continuous delivery of cold-storage eggs. Although the demand for eggs has slightly increased due to Mid-Autumn Festival stocking and the start of the school term, it is still weak compared to the same period last year. The sufficient inventory in each link and the egg quality problems in some areas make it difficult for the increased demand to cover the abundant supply, resulting in a weak short-term price support. The futures price generally maintains a weak trend under the pressure of low spot prices and high production capacity [2]. Summary by Directory Futures Market - The futures closing price of the active egg contract is 2,921 yuan per 500 kilograms, down 18 yuan [2]. - The net long position of the top 20 futures holders is -47,681 lots, down 5,212 lots [2]. - The egg futures monthly spread (1 - 5) is -47 yuan per 500 kilograms, down 14 yuan [2]. - The futures trading volume of the active contract is 484,410 lots, down 9,352 lots [2]. - The registered warehouse receipt volume of eggs is 0 lots [2]. 现货市场 - The spot price of eggs is 3.11 yuan per catty, unchanged [2]. - The basis (spot - futures) is 190 yuan per 500 kilograms, up 13 yuan [2]. Upstream Situation - The national laying hen inventory index is 113.18 (2015 = 100), up 1.27 [2]. - The national culled laying hen index is 99.2 (2015 = 100), down 4.89 [2]. - The average price of layer chicks in the main production areas is 3 yuan per chick, down 0.2 yuan [2]. - The national new chick index is 78.4 (2015 = 100), up 2.33 [2]. - The average price of layer compound feed is 2.76 yuan per kilogram, unchanged [2]. - The breeding profit of laying hens is -0.21 yuan per hen, down 0.06 yuan [2]. - The average price of culled chickens in the main production areas is 9.66 yuan per kilogram, down 0.44 yuan [2]. - The national average age of culled chickens is 512 days, up 11 days [2]. Industry Situation - The average wholesale price of pork is 20.01 yuan per kilogram, up 0.07 yuan [2]. - The average wholesale price of 28 key monitored vegetables is 5.01 yuan per kilogram, up 0.07 yuan [2]. - The average wholesale price of white - striped chickens is 17.64 yuan per kilogram, up 0.19 yuan [2]. - The weekly inventory in the circulation link is 1.12 days, down 0.04 days [2]. - The weekly inventory in the production link is 1.06 days, up 0.04 days [2]. - The monthly export volume of fresh eggs is 12,792.51 tons, down 110.81 tons [2]. Downstream Situation - The weekly egg consumption in the sales area is 7,674 tons, up 235 tons [2]. Industry News - The average price of eggs in Shandong's main production area is 6.12 yuan per kilogram, down 0.07 yuan from yesterday; in Hebei, it is 6.22 yuan per kilogram, up 0.06 yuan from yesterday; in Guangdong, it is 6.40 yuan per kilogram, unchanged from yesterday; in Beijing, it is 6.90 yuan per kilogram, unchanged from yesterday [2]. - The current inventory of laying hens is at a high level, and the pressure of newly - laid eggs from the previously replenished laying hens is relatively large, resulting in sufficient egg supply. The continuous delivery of cold - storage eggs further increases the supply pressure [2]. Key Points to Watch - No key points to watch are reported today [2].
瑞达期货鸡蛋产业日报-20250826
Rui Da Qi Huo· 2025-08-26 09:33
1. Report Industry Investment Rating No relevant content provided. 2. Core View of the Report - Currently, the inventory of laying hens is at a high level, and the pressure of newly - opened laying hens supplemented in the early stage is large, resulting in sufficient egg supply. The continuous delivery of cold - storage eggs further exacerbates the supply pressure. Meanwhile, terminal demand is weak, and the hot weather makes the market cautious, leading to sluggish demand. Breeding enterprises are more willing to sell at low prices to reduce inventory, causing the spot market price to continuously fall short of expectations, and the breeding end to remain in a loss state. Additionally, the slowdown of capacity reduction in the industry may continue to restrict egg prices during the peak seasons of school openings and Mid - Autumn Festival preparations. From a market perspective, under the pressure of weak spot prices and high production capacity, the futures price generally maintains a weak trend [2] 3. Summary by Related Catalogs 3.1 Futures Market - The futures closing price of the active egg contract is 3013 yuan/500 kilograms, down 8 from the previous period; the net long position of the top 20 futures holders is - 54965 hands, down 12313; the egg futures monthly spread (1 - 5) is - 99 yuan/500 kilograms, unchanged; the futures holding volume of the active contract is 471034 hands, up 8502; the registered warehouse receipt volume is 0 hands, unchanged [2] 3.2现货市场 - The egg spot price is 3.09 yuan/jin, up 0.05; the basis (spot - futures) is 79 yuan/500 kilograms, up 58 [2] 3.3 Upstream Situation - The national laying hen inventory index is 113.18 (2015 = 100), up 1.27; the national culled laying hen index is 99.2 (2015 = 100), down 4.89; the average price of laying hen chicks in the main production areas is 3.2 yuan/chick, down 0.4; the national new chick index is 78.4 (2015 = 100), up 2.33; the average price of laying hen compound feed is 2.76 yuan/kg, unchanged; the laying hen breeding profit is - 0.15 yuan/hen, up 0.11; the average price of culled hens in the main production areas is 10.1 yuan/kg, down 0.84; the national culling age of hens is 512 days, up 11 [2] 3.4 Industry Situation - The average wholesale price of pork is 20.01 yuan/kg, down 0.1; the average wholesale price of 28 key - monitored vegetables is 4.9 yuan/kg, up 0.05; the average wholesale price of dressed chickens is 17.67 yuan/kg, up 0.1; the weekly inventory in the circulation link is 1.16 days, up 0.13; the weekly inventory in the production link is 1.02 days, up 0.1; the monthly export volume of fresh eggs is 12792.51 tons, down 110.81 [2] 3.5 Downstream Situation - The weekly consumption of eggs in the sales areas is 7439 tons, down 166 [2] 3.6 Industry News - Today, the average price of eggs in Shandong's main production area is 6.20 yuan/kg, unchanged from yesterday; the average price of eggs in Hebei is 6.13 yuan/kg, up 0.15 from yesterday; the average price of eggs in Guangdong is 6.20 yuan/kg, unchanged from yesterday; the average price of eggs in Beijing is 6.90 yuan/kg, up 0.20 from yesterday [2]
鸡蛋产业日报-20250825
Rui Da Qi Huo· 2025-08-25 09:23
1. Report Industry Investment Rating - Not provided in the content 2. Core Viewpoints of the Report - The current egg supply is relatively abundant due to the high inventory of laying hens, the large pressure of newly - opened laying hens from previous replenishment, and the continuous delivery of cold - storage eggs. Terminal demand is weak, and the high - temperature weather makes the market cautious. The willingness of breeding enterprises to sell at low prices to reduce inventory increases, resulting in the continuous under - performance of the spot market price and the continuous loss of the breeding end. The slow de - capacity in the industry may continue to restrict egg prices during the peak seasons of school openings and Mid - Autumn Festival stocking. The futures price generally maintains a weak trend under the pressure of weak spot prices and high production capacity [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The futures closing price of the active egg contract is 3021 yuan/500 kilograms, a decrease of 12 yuan; the net long position of the top 20 futures holders is - 54965 hands, a decrease of 12313 hands; the monthly spread between contracts 1 - 5 is - 99 yuan/500 kilograms, a decrease of 21 yuan; the futures holding volume of the active contract is 462532 hands, an increase of 28251 hands; the registered warehouse receipt volume is 0 hands, unchanged [2] 3.2 Spot Market - The egg spot price is 3.04 yuan/jin, a decrease of 0.02 yuan; the basis (spot - futures) is 21 yuan/500 kilograms, a decrease of 3 yuan [2] 3.3 Upstream Situation - The national laying - hen inventory index is 113.18 (with 2015 = 100), an increase of 1.27; the national culled laying - hen index is 99.2 (with 2015 = 100), a decrease of 4.89; the average price of laying - hen chicks in the main production areas is 3.2 yuan/feather, a decrease of 0.4 yuan; the national new - chick index is 78.4 (with 2015 = 100), an increase of 2.33; the average price of laying - hen compound feed is 2.76 yuan/kg, unchanged; the breeding profit of laying hens is - 0.15 yuan/hen, an increase of 0.11 yuan; the average price of culled hens in the main production areas is 10.1 yuan/kg, a decrease of 0.84 yuan; the national culling age of hens is 512 days, an increase of 11 days [2] 3.4 Industry Situation - The average wholesale price of pork is 20.11 yuan/kg, an increase of 0.01 yuan; the average wholesale price of 28 key - monitored vegetables is 4.85 yuan/kg, an increase of 0.01 yuan; the average wholesale price of white - striped chickens is 17.57 yuan/kg, a decrease of 0.02 yuan; the weekly inventory in the circulation link is 1.16 days, an increase of 0.13 days; the weekly inventory in the production link is 1.02 days, an increase of 0.1 days; the monthly export volume of fresh eggs is 12792.51 tons, a decrease of 110.81 tons [2] 3.5 Downstream Situation - The weekly consumption of eggs in the sales area is 7439 tons, a decrease of 166 tons [2] 3.6 Industry News - The average price of eggs in Shandong's main production area is 6.20 yuan/kg, a decrease of 0.01 yuan compared with yesterday; in Hebei, it is 5.97 yuan/kg, a decrease of 0.06 yuan; in Guangdong, it is 6.20 yuan/kg, a decrease of 0.20 yuan; in Beijing, it is 6.70 yuan/kg, a decrease of 0.10 yuan [2]
瑞达期货鸡蛋产业日报-20250813
Rui Da Qi Huo· 2025-08-13 08:52
Report Industry Investment Rating - Not mentioned in the provided content Core View of the Report - The current egg supply is abundant due to high laying - hen inventory and the continuous release of cold - stored eggs, while the terminal demand is weak, leading to lower - than - expected spot prices and losses for the breeding end. However, with school - opening preparations and Mid - Autumn Festival purchases by food factories, demand may pick up and drive up egg prices. In terms of the futures market, near - month contracts tend to be weak under the pressure of weak spot prices and high production capacity [2] Summary by Relevant Catalogs Futures Market - The futures closing price of the active egg contract is 3277 yuan/500 kilograms, down 34 yuan; the net long position of the top 20 futures holders is - 29606 lots; the egg futures monthly spread (9 - 1) is - 297 yuan/500 kilograms, down 49 yuan; the futures trading volume of the active contract is 152862 lots, down 17593 lots; the registered warehouse receipt volume is 0 lots [2] 现货市场 - The egg spot price is 3.03 yuan/jin, up 0.01 yuan; the basis (spot - futures) is - 246 yuan/500 kilograms, up 40 yuan [2] Upstream Situation - The national laying - hen inventory index is 111.91 (2015 = 100), up 1.02; the national culled laying - hen index is 104.09 (2015 = 100), down 4.59; the average price of egg - chicken chicks in the main production areas is 3.85 yuan/chick, unchanged; the national new - chick index is 76.07 (2015 = 100), down 30.71; the average price of egg - chicken compound feed is 2.7 yuan/kg, unchanged; the egg - chicken breeding profit is - 0.31 yuan/chick, down 0.15 yuan; the average price of culled chickens in the main production areas is 11.34 yuan/kg, down 0.42 yuan; the national culling age of chickens is 501 days, down 5 days [2] Industry Situation - The average wholesale price of pork is 20.25 yuan/kg, down 0.01 yuan; the average wholesale price of 28 key - monitored vegetables is 4.7 yuan/kg, up 0.01 yuan; the average wholesale price of white - striped chickens is 17.23 yuan/kg, down 0.32 yuan; the weekly inventory in the circulation link is 1.23 days, up 0.12 days; the weekly inventory in the production link is 1.09 days, up 0.08 days; the monthly export volume of fresh eggs is 12792.51 tons, down 110.81 tons [2] Downstream Situation - The weekly egg consumption in the sales areas is 7529 tons, down 368 tons [2] Industry News - The average egg price in Shandong, Hebei, Guangdong, and Beijing in the main production areas remains unchanged from the previous day. Currently, the laying - hen inventory is high, and the new - laying pressure of previously replenished laying hens is large, with sufficient egg supply. Cold - stored eggs are continuously leaving the warehouse, increasing the supply pressure [2] Key Points of Attention - There is no news today [2]