Multi -factor push the spot price in the egg period, the price is good for the industrial chain integrated breeding enterprise

Our reporter Xiao Wei

According to data from Oriental Fortune Choice, as of 3 pm on August 19, the price of egg futures 2208 contracts listed on the Dalian Commodity Exchange rose 3.85%, which was closed at 4750 points, and the signs of the bottom rebound were obvious.

"Securities Daily" reporter visited the collective market and learned that due to the high temperature and decline in egg production, the peak season for Mid -Autumn Festival and National Day consumption is approaching, and the spot price of eggs has increased significantly. People in the industry believe that the price of feed in the future will rise, eliminate eggs to accelerate the clearing, the supply of eggs is tight, and the seasonal demand is warmed. It is expected that the price of eggs will still have room for increase. Egg production companies are expected to usher in marginal improvement.

Spot strengthening

Futures contract rebound in recent months

Oriental Fortune Choice data shows that the price of egg futures 2208 contracts in August bottomed out, and signs of stopping the decline obviously. From the lowest point of 3978 points to 4750 points, the rebound was 19.40%. The Ruida Futures analysis said that the price of eggs fell in the early stage, and the hens were eliminated to accelerate the clearing. Due to the rise in temperature and insufficient water supply, the enthusiasm of the free -range household supplement was not high. The Mid -Autumn Festival and colleges and universities start in stock, and the current price of spot prices still exist. At the same time, the future price of corn and soybean meal has stopped falling, and the cost of breeding of eggs is still supporting, and it has supported the price of egg contracts. Caixin Futures also agrees with the above views, cautious and optimistic about egg futures prices.

According to statistics from Huinong.com's big data platform, the recent operation of egg prices has been at a high level compared to previous years. Li Binbin, an analyst at Hui Nong.com, said, "The Mid -Autumn Festival and National Day are approaching, and the operating rate of downstream food processing plants has increased significantly. The demand for noodles and egg yolks in Hebei has increased significantly, and then the above variety prices are pushed. The influence, the speed of feed shipments slows down, the price continues to rise, and the proactive households actively shrink production capacity, which objectively tighten the future egg supply. "

"Securities Daily" reporter randomly visited Hengshan ’s business super and farmers' markets found that the sales price of local eggs reached 16 yuan/catties, standard feed breeding eggs reached 8 yuan/catties, and the foreign powder eggs reached 7 yuan/catties. It was expensive compared to previous years. Sheng Dongping, the owner of Leyi Le supermarket, told reporters, "At present, the temperature is higher, the eggs and chicken eggs are significantly less, and the supply becomes tense. Damage. In the summer, fresh eggs have a short shelf life. We will sell eggs with the market without stocking. "

Egg price may continue to strengthen in the second half of the year

Favorable leading enterprise

Listed companies such as Xiaoming and Xiangjia have large -scale egg production and sales business. According to the relevant person in Xiaoming's shares, "In addition to the above -mentioned factors to push the price of eggs, the eggs industry also has seasonal price fluctuations. Affected by the holidays such as the Spring Festival and Mid -Autumn Festival, each natural year in January, February and 9 The month and October are the peak season for egg consumption. The price of eggs usually decline after February and gradually rise in the second half of the year. In recent years, the number of eggs and chickens in storage has declined. Factors such as feed, artificial, venue, hydropower, and epidemic have a greater test of eggs and hens breeding. "

Relevant sources of Xiangjia also said, "For eggs breeding enterprises above designated size, their production and operation decisions are relatively rational, funds are relatively rich, and they are relatively stable throughout the year. In other words, whether you can get sufficient profits in the peak sales season will affect its continued participation in production, and have a certain impact on its operating decisions. On the whole, with the increase in the number of large -scale eggs breeding companies, seasonal fluctuation factors are constantly weakening to weaken , Terminal companies have a stronger ability to seize market opportunities. "

As the price of eggs, the price of eggs is more beneficial to breeding enterprises and feed, breeding, and deep processing enterprises above designated size. In the past few days, securities firms such as Dongxing Securities, open source securities, and Southwest Securities have given the above -mentioned enterprises for more evaluations. Cheng Shiyue, an analyst of Dongxing Securities, said that with the improvement of the egg market, integrated industrial chain enterprises will benefit more, and its market share will also be expected to improve marginal improvement year -on -month.

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