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消费仍处季节性淡季末端 鸡蛋近月合约走势偏弱
Jin Tou Wang· 2025-08-11 07:04
Core Viewpoints - The main contract for egg futures experienced a rapid decline, reaching a low of 3285.00 yuan, with a current price of 3288.00 yuan, reflecting a drop of 2.52% [1] - Institutions have differing views on the future of egg prices, with some suggesting a cautious approach to buying on dips and others indicating potential volatility in the short term [1][2] Group 1: Market Analysis - According to Fangzheng Zhongqi Futures, the egg market is expected to see a rebound in consumption as it transitions from the seasonal low to the peak season by the end of August, with current spot prices around 3.10 yuan per jin, up 0.20 yuan from the previous week [1] - Wenkang Futures notes that while egg prices are at a low point, increased demand from traders and food manufacturers may support price increases, although high inventory levels and cold storage eggs could limit the extent of price rises [2] Group 2: Trading Strategies - Fangzheng Zhongqi Futures recommends a strategy of buying September or October contracts on dips, as current prices are approaching historical lows from 2020, advising caution against speculative short selling [1] - Wenkang Futures suggests that the market may experience fluctuations in the short term due to the accumulation of expectations for a rebound in spot prices, while also indicating that the overall supply remains high, which could suppress significant price increases [2]