鸡蛋产能
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高产能压力仍存 鸡蛋期货盘面反弹空间或受限制
Jin Tou Wang· 2025-11-05 07:09
需求方面,光大期货分析称,终端消化一般,贸易商多数随销随采,销区各市场鸡蛋价多数稳定。产区 蛋价以稳为主;销区采购成本多数稳定。 展望后市,瑞达期货(002961)表示,养殖端持续亏损使得补栏积极性下滑且老鸡淘汰量有所增加,蛋 鸡存栏小幅回落。市场氛围略有好转。不过,蛋鸡在产存栏仍然处于高位,老鸡尚未出现超淘,高产能 仍是市场主要关注点,或限制其上涨的空间。盘面来看,近日鸡蛋期价呈低位反弹态势。不过,高产能 压力仍存,或限制其反弹空间,谨慎追涨。 11月5日,国内期市农副产品板块涨跌参半。其中,鸡蛋期货呈现震荡上行走势,截至发稿主力合约震 荡走高1.96%,报3218.00元/吨。 现货方面,据西南期货介绍,上一交易日,主产区鸡蛋均价为2.83元/斤,较前日持平,主销区鸡蛋均 价为3.13元/斤,较前日持平。 供应方面,中财期货指出,9月在产蛋鸡存栏仍在历史同期高位,从10月淘鸡节奏以及6月鸡苗补栏情况 来看,10月在产蛋鸡存栏数据呈现环比下滑趋势,但同比仍在较高位水平。 ...
鸡蛋产能处于偏宽松状态 短期内或呈现震荡格局
Jin Tou Wang· 2025-10-29 06:01
Group 1 - The domestic futures market for agricultural products shows a predominantly positive trend, with egg futures experiencing a price increase of 1.71%, reaching a high of 3181.00 yuan per 500 kg [1] - The current egg market is characterized by a stable consumption at the terminal level, with traders purchasing based on demand, leading to stable prices in various markets [2] - There is no clear indication of excess capacity being eliminated, and the future price trends of eggs will depend on changes in the willingness to restock and cull in the breeding sector [2] Group 2 - The medium to long-term egg production capacity remains relatively loose, indicating a need for further capacity reduction in the industry [2] - Recent price trends post-holidays confirm previous bearish outlooks, with an increase in the culling of hens, suggesting a potential for short-term participation in positive spreads [2] - Current national egg prices are stabilizing, influenced by weather conditions that facilitate storage, while both the breeding and trading sectors exhibit a cautious stance, leading to a likely short-term oscillation in prices [2]