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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]