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瑞達期貨雞蛋周報20210910

時間:2021-09-10 16:59瀏覽次數:1122來源:本站

從4、5月的補欄數據來看,新開產蛋雞數量將繼續呈增長的趨勢,且天氣轉涼,蛋雞產蛋率有所回升,但養殖戶淘汰積極性依舊較高,近期淘汰老雞數量繼續增加,蛋雞存欄依舊處于較低水平,供給相對穩定。需求方面,當前高校開學、食品廠備貨陸續進入尾聲,且蛋價較高,貿易商拿貨多處觀望心態,目前現貨市場價格有回落預期,且豬肉價格繼續回落,雞蛋替代效應減弱。短期市場無明顯驅動因素,預計雞蛋期價仍將窄幅波動。關注蛋價下跌后養殖市場淘汰節奏。盤面上看,本周雞蛋01合約探底回升,周線收十字星,波動幅度較小,建議雞蛋暫且觀望,激進者逢低試多。



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