豆粕现货

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鸡蛋:轻仓过节
Guo Tai Jun An Qi Huo· 2025-09-30 01:58
商 品 研 究 2025 年 9 月 30 日 鸡蛋:轻仓过节 吴昊 投资咨询从业资格号:Z0018592 wuhao8@gtht.com 【基本面跟踪】 鸡蛋基本面数据 | | 合 约 | 收盘价 | 日涨跌 (%) | 成交变动 | | 持仓变动 | | --- | --- | --- | --- | --- | --- | --- | | 期 货 | 鸡蛋2510 | 2,918 | -1.15 | -1,203 | | -18,679 | | | 鸡蛋2601 | 3,352 | -0.24 | 1,842 | | -3,186 | | | | | 最新日 | | 前一日 | | | 价 差 | 鸡蛋10-12价差 | | -262 | | -233 | | | | 鸡蛋10-1价差 | | -434 | | -414 | | | | | | 最新日 | | 前一日 | | | | 辽宁现货价格 | | 3.40 | | 3.40 | | | | 河北现货价格 | | 3.07 | | 3.11 | | | 产业链数据 | 山西现货价格 | | 3.15 | | 3.15 | | | | 湖北现货价格 ...
鸡蛋:旺季将过,轻仓过节
Guo Tai Jun An Qi Huo· 2025-09-29 02:56
Report Summary 1) Report Industry Investment Rating - No information provided on the industry investment rating. 2) Core View of the Report - The report is titled "Eggs: Peak Season Nearing End, Lighten Positions for the Holiday", suggesting a cautious stance on egg investment as the peak season is approaching its end [2]. 3) Summary by Relevant Catalog [Fundamental Tracking] - **Futures Data**: The closing price of Egg 2510 is 2,940 yuan/500 kilograms, with a daily decline of 1.24%, and trading volume decreased by 3,697 and open interest decreased by 11,346. The closing price of Egg 2601 is 3,354 yuan/500 kilograms, with a daily decline of 0.33%, and trading volume increased by 660 and open interest increased by 1,614 [2]. - **Spread Data**: The Egg 10 - 12 spread is -233 (previous day: -224), and the Egg 10 - 1 spread is -414 (previous day: -391) [2]. - **Spot Price Data**: The spot prices in Liaoning, Hebei, Shanxi, and Hubei are 3.40 yuan/jin, 3.20 yuan/jin, 3.35 yuan/jin, and 3.78 yuan/jin respectively, all showing a decline compared to the previous day. The corn spot price is 2,300 yuan/ton (previous day: 2,317 yuan/ton), the soybean meal spot price remains at 2,940 yuan/ton, and the Henan live - pig price remains at 12.58 yuan/kg [2]. [Trend Intensity] - The trend intensity is 0, indicating a neutral stance. The range of trend intensity is from -2 (most bearish) to 2 (most bullish) [2].
鸡蛋:等待双节印证
Guo Tai Jun An Qi Huo· 2025-09-25 02:07
| | 合 约 | 收盘价 | 日涨跌 (%) | 成交变动 | 持仓变动 | | --- | --- | --- | --- | --- | --- | | 期 货 | 鸡蛋2510 | 2,957 | -0.17 | -12,594 | -6,401 | | | 鸡蛋2601 | 3,354 | -0.36 | -7,297 | 2,124 | | | | | 最新日 | | 前一日 | | 价 差 | 鸡蛋10-12价差 | | -222 | | -242 | | | 鸡蛋10-1价差 | | -397 | | -413 | | | | | 最新日 | | 前一日 | | | 辽宁现货价格 | | 3.50 | | 3.50 | | | 河北现货价格 | | 3.38 | | 3.38 | | 产业链数据 | 山西现货价格 | | 3.45 | | 3.45 | | | 湖北现货价格 | | 3.96 | | 3.96 | | | | | 最新日 | | 前一日 | | | 玉米现货价格 | | 2,300 | | 2,317 | | | 豆粕现货价格 | | 2,900 | | 2,920 | | | ...
鸡蛋:旺季不旺
Guo Tai Jun An Qi Huo· 2025-09-24 01:48
| | 合 约 | 收盘价 | 日涨跌 (%) | 成交变动 | 持仓变动 | | | --- | --- | --- | --- | --- | --- | --- | | 期 货 | 鸡蛋2510 | 2,949 | -1.80 | -21,136 | -9,742 | | | | 鸡蛋2601 | 3,362 | -0.56 | -9,578 | -569 | | | | | | 最新日 | | 前一日 | | | 价 差 | 鸡蛋10-12价差 | | -242 | | -219 | | | | 鸡蛋10-1价差 | | -413 | | -384 | | | | | | 最新日 | | 前一日 | | | | 辽宁现货价格 | | 3.50 | | 3.50 | | | | 河北现货价格 | | 3.38 | | 3.38 | | | 产业链数据 | 山西现货价格 | | 3.45 | | 3.45 | | | | 湖北现货价格 | | 3.96 | | 3.96 | | | | | | 最新日 | | 前一日 | | | | 玉米现货价格 | | 2,300 | | 2,317 | | | | 豆 ...
鸡蛋:博弈延续
Guo Tai Jun An Qi Huo· 2025-09-12 02:04
Report Summary 1. Report Industry Investment Rating - There is no information about the industry investment rating in the provided report. 2. Report's Core View - There is no explicit core view presented in the report, mainly focusing on the fundamental data tracking of eggs. 3. Summary by Related Catalogs 3.1 Fundamental Tracking - **Futures Data**: The closing price of egg2510 is 3,043 yuan/500 kilograms, with a daily increase of 0.36%, a trading volume decrease of 53,681, and an open - interest decrease of 54,902; the closing price of egg2601 is 3,349 yuan/500 kilograms, with a daily decrease of 0.71%, a trading volume increase of 4,549, and an open - interest increase of 4,652 [1]. - **Spread Data**: The egg10 - 12 spread is - 126 (previous day: - 153), and the egg10 - 1 spread is - 306 (previous day: - 334) [1]. - **Spot Price Data**: The spot prices in Liaoning, Hebei, Shanxi, and Hubei are 3.30 yuan/jin, 3.11 yuan/jin, 3.45 yuan/jin (previous day: 3.40 yuan/jin), and 3.69 yuan/jin respectively [1]. - **Industrial Chain Data**: The corn spot price is 2,317 yuan/ton (previous day: 2,328 yuan/ton), the soybean meal spot price is 3,030 yuan/ton, and the Henan live - pig price is 13.53 yuan/kg (previous day: 13.58 yuan/kg) [1]. 3.2 Trend Intensity - The trend intensity is 0, indicating a neutral view, with the value range from - 2 (most bearish) to 2 (most bullish) [1].
鸡蛋:近端博弈情绪偏强
Guo Tai Jun An Qi Huo· 2025-09-04 03:24
Report Summary 1) Report Industry Investment Rating - No information provided on the industry investment rating. 2) Core View of the Report - The near - end game sentiment for eggs is relatively strong [1]. 3) Summary by Relevant Catalogs a. Fundamental Tracking - **Futures Data**: The closing price of egg2510 is 3,011 with a daily increase of 2.62% and a trading volume change of 196,012 and an open - interest change of - 62,505; the closing price of egg2601 is 3,436 with a daily increase of 2.44%, a trading volume change of 28,519 and an open - interest change of - 3,877 [1]. - **Spread Data**: The egg10 - 12 spread is - 242 (previous day: - 236), and the egg10 - 1 spread is - 425 (same as the previous day) [1]. - **Spot Price Data**: The spot prices in Liaoning, Shanxi are 3.20 yuan/jin, in Hebei is 2.80 yuan/jin, and in Hubei is 3.22 yuan/jin, all remaining unchanged from the previous day. The corn spot price is 2,317 yuan/ton (previous day: 2,328 yuan/ton), the soybean meal spot price is 3,050 yuan/ton (unchanged), and the Henan live - pig price is 14.08 yuan/kg (previous day: 14.18 yuan/kg) [1]. b. Trend Intensity - The trend intensity is 0, with the range of values in the [- 2,2] interval, indicating a neutral sentiment. The classification of strength includes weak, slightly weak, neutral, slightly strong, and strong, where - 2 represents the most bearish and 2 represents the most bullish [1].
多因素影响 9月豆粕现货均价或逐步回升
Xin Hua Cai Jing· 2025-09-03 03:23
Group 1 - The core viewpoint of the articles indicates that the recent increase in drought areas in the U.S. soybean production regions has led to a downward adjustment in the 2024/25 U.S. soybean production forecast, raising concerns about supply changes [1][2] - The drought area for U.S. soybeans has increased from 3% to 11% over two weeks, which may lead to further downward adjustments in production estimates, providing upward support for soybean prices [2][4] - U.S. soybean futures prices have shown a slight increase, with the November contract rising from 1042.75 cents per bushel to 1052.75 cents per bushel, reflecting a 1% increase [2] Group 2 - Demand for U.S. soybeans has unexpectedly strengthened, with sales volume increasing to 1.1834 million tons in the week ending August 21, despite the absence of Chinese buyers, indicating strong demand from the EU, Southeast Asia, and Mexico [4] - Recent data shows a reduction in both long and short positions in the soybean futures market, with long positions decreasing by 1,922 contracts to 153,800 contracts, and short positions decreasing by 365 contracts to 135,600 contracts, indicating a consensus around the 1,050 cents per bushel price level [6] - Domestic soybean meal spot prices have been rising, supported by reduced inventory pressure on crushing enterprises, with soybean meal prices expected to gradually rise to 3,200 yuan per ton in September [8][10]
鸡蛋:近端关注淘鸡节奏,远端情绪仍偏弱
Guo Tai Jun An Qi Huo· 2025-08-25 02:45
Group 1: Report's Core View - The report focuses on the egg market, stating that in the near - term, attention should be paid to the rhythm of culling laying hens, and in the long - term, market sentiment remains weak [2] Group 2: Investment Rating - No investment rating for the industry is provided in the report Group 3: Summary According to Related Catalogs Fundamental Tracking - **Futures Data**: The closing price of egg 2509 is 2,920 yuan/500 kilograms, with a daily decline of 0.21%, a trading volume change of - 22,993, and an open interest change of - 10,271. The closing price of egg 2601 is 3,434 yuan/500 kilograms, with a daily decline of 0.67%, a trading volume change of 2,423, and an open interest change of 7,456 [2] - **Spread Data**: The egg 9 - 10 spread is - 113 (previous day: - 131), and the egg 9 - 1 spread is - 514 (previous day: - 558) [2] - **Spot Price Data**: The latest spot prices in Liaoning, Hebei, Shanxi, and Hubei are 3.20 yuan/jin, 2.64 yuan/jin, 3.00 yuan/jin, and 3.04 yuan/jin respectively, with some prices decreasing compared to the previous day [2] - **Feed and Related Product Prices**: The latest corn spot price is 2,328 yuan/ton, the soybean meal spot price is 3,050 yuan/ton, and the Henan live - pig price is 13.78 yuan/kg [2] Trend Intensity - The trend intensity is 0, with a range of [-2, 2]. A value of - 2 indicates the most bearish view, and 2 indicates the most bullish view [2]
DCE豆粕、生猪2509合约:豆粕小跌生猪降0.39%
Sou Hu Cai Jing· 2025-08-05 14:37
Core Viewpoint - The market dynamics of DCE soybean meal, live pigs, and US soybean prices are influenced by supply and demand patterns, leading to price fluctuations [1] Group 1: DCE Soybean Meal and Live Pig Contracts - DCE soybean meal main contract 2509 decreased by 0.03%, closing at 3023 CNY/ton, down 1 CNY/ton [1] - DCE live pig main contract 2509 fell by 55 CNY/ton, closing at 13885 CNY/ton, a decrease of 0.39% [1] - The average price of external three-way live pigs nationwide is 13.88 CNY/kg, stable compared to the previous day [1] Group 2: US Soybean Market - CBOT US soybean main contract increased by 0.66%, closing at 995 cents/bushel [1] - The rebound in US soybean futures prices is driven by short covering and cross-market arbitrage [1] - The USDA report indicates that as of August 3, the good-to-excellent rate for US soybeans is 69%, slightly below the previous week’s 70% but above last year's 68% [1] Group 3: Brazilian Soybean Production - Brazil is expected to have a bumper soybean harvest, with farmers' export profits encouraging new planting intentions [1] - Consulting agencies predict that the soybean planting area in Brazil for the 2025/26 season will increase by 962,000 hectares to 48.6 million hectares [1] - Brazil has raised biofuel blending standards, increasing the ethanol blending ratio in gasoline from 27% to 30% and biodiesel in diesel from 14% to 15% [1] Group 4: Domestic Market Dynamics - Domestic soybean meal M09 maintains a strong trend, with attention on the 3100 CNY level [1] - The main funds are shifting focus to M01 contract, with a temporary resistance level at 3120 CNY due to rising import costs from increased Brazilian price differentials [1] - Despite rising soybean meal spot prices, high oil mill inventories and widespread pressure from traders keep the spot basis low, leading to a subdued market [1] Group 5: Live Pig Supply and Demand - The supply side of live pigs may see a reduction at the beginning of the month, followed by a recovery due to potential weight reduction in slaughtering [1] - A recent meeting on July 23 emphasized implementing capacity control measures, including culling breeding sows and reducing stock [1] - On the demand side, pig supply is sufficient, with some regions experiencing a slight demand recovery, although high temperatures limit pork purchasing willingness [1]
鸡蛋:情绪偏弱
Guo Tai Jun An Qi Huo· 2025-08-01 02:01
Group 1: Report Industry Investment Rating - No information on the report industry investment rating is provided [1] Group 2: Core View of the Report - The sentiment of the egg market is weak, and the trend strength is 0, indicating a neutral outlook [1] Group 3: Summary Based on Relevant Catalogs Fundamental Tracking - **Futures Data**: The closing price of egg2508 is 3,259 yuan/500 kilograms, with a daily decline of 1.36% and a trading volume decrease of 1,695 and an open interest decrease of 11,879. The closing price of egg2510 is 3,298 yuan/500 kilograms, with a daily decline of 1.96% and a trading volume increase of 36,432 and an open interest increase of 21,483 [1] - **Spread Data**: The egg 8 - 9 spread is -263, and the egg 8 - 10 spread is -39, compared to -299 and -82 of the previous day respectively [1] - **Spot Price Data**: The spot prices of eggs in Liaoning, Hebei, Shanxi, and Hubei are 3.00 yuan/jin, 2.93 yuan/jin, 3.10 yuan/jin, and 3.71 yuan/jin respectively, remaining unchanged from the previous day. The corn spot price is 2,329 yuan/ton, down from 2,368 yuan/ton of the previous day. The soybean meal spot price is 2,890 yuan/ton, remaining unchanged. The live pig price in Henan is 14.33 yuan/kg, up from 13.93 yuan/kg of the previous day [1] Trend Intensity - The trend intensity is 0, with a range of [-2, 2]. -2 indicates the most bearish outlook, and 2 indicates the most bullish outlook [1]