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Egg prices have continued to be strong recently, and last week egg prices hit a new high in the year, and even broke through the highest point in nearly five years
.
A number of industry insiders told the Cailian reporter that the main reason for the frequent rise in egg prices is that the stock of laying hens is lower than the normal level of previous years, the new supply of eggs is limited, and because the cost of raising breeding profits is not as expected, farmers still tend to be cautious.
On the whole, the supply of eggs in the fourth quarter is still on the tight side, and high-priced eggs may become the norm this year
.
According to Mysteel data, the average price of eggs in the main producing area last week was 5.
82 yuan / jin, up 0.
19 yuan / jin from the previous month, an increase of 3.
37%, and the average price in the main sales area was 5.
99 yuan / jin, up 0.
34 yuan / jin from the previous month, an increase of 6.
02%.
A few days ago, a reporter from the Financial Union News Agency observed in a local supermarket in Henan, the main egg producing area, that the retail price of ordinary fresh eggs has reached 6.
4 yuan / jin
.
This year, the domestic egg price operating range is significantly higher than the same period in the past five years, and the egg price of more than 5 yuan / jin has even become the
norm.
Dongwu Futures analyst Guo Dashun told the Cailian reporter: "The main reason for the high egg price is the low production capacity and rising costs, in the laying hen inventory data show that in the first half of this year, the national layer hen inventory showed a month-on-month recovery trend, but from a year-on-year point of view, the absolute value of the inventory is not high, at the lowest level in the same period in the past 5 years, and after July, the momentum of the rise in the stock is over, the national layer inventory in August decreased by 1.
01% compared with July, judging by this, The downward trend in layer inventories will continue into the fourth quarter
.
”
It is worth noting that the rising cost has led to the profit of layer hen breeding this year not following the price to a new high, but at the median level of the same period in history, so farmers are more cautious
about restocking.
The sales of Xiaoming (300967.
SZ) in the third quarter can also be confirmed, according to the company's monthly sales report, the overall sales volume from July to September increased year-on-year, but revenue decreased
year-on-year.
In this regard, the reporter of the Financial Union News Agency learned as an investor that compared with the situation in previous years, the price of laying hens this year is not high, because the price center of feed raw materials such as corn and soybean meal has gradually moved up, and the profit of breeding has a certain impact, and the willingness of farmers to replenish the slaughter at this stage is not high
.
(Image source: Zhuochuang Information)
"Now we mostly use Yantao old chickens instead of pens," a person in charge of laying hen breeding in Henan told a reporter from Cailian, "In the outside world, it seems that the price of eggs is so expensive, it seems that raising laying hens is very profitable, but the main reason is that the cost rises too fast, the cost in August is still about 4 yuan / jin, it was still a loss at that time, and the loss time has continued for a long time, and it is now close to 4.
8 yuan / jin
.
" 。 Soybean meal and corn rise too fast, the previous high point of soybean meal price is 3500 yuan / ton, now are 5500 yuan / ton, high breeding costs, the risk is relatively large, everyone breeding volume will be small, and now because of some prevention and control measures, uncertainties are more, sometimes feed can not be transported in time, now the price is high and do not want to stockpile, so the willingness to replenish the fence is not strong
.
”
For the downstream acceptance of high-priced eggs, the above-mentioned person in charge further said that the current egg price is not much different from the same period, may be for individual consumers now egg prices are somewhat unacceptable, pig prices have also risen, but for food processing plants such as enterprises with certain profit margins, the current egg price is still acceptable
.
Tightening supply and demand determine that egg prices in the fourth quarter may remain strong, Guo Dashun said that egg prices in the fourth quarter are driven
by declining production capacity and rising costs, and the probability of continuing to remain strong.
;
; Egg prices have continued to be strong recently, and last week egg prices hit a new high in the year, and even broke through the highest point in nearly five years
.
A number of industry insiders told the Cailian reporter that the main reason for the frequent rise in egg prices is that the stock of laying hens is lower than the normal level of previous years, the new supply of eggs is limited, and because the cost of raising breeding profits is not as expected, farmers still tend to be cautious.
On the whole, the supply of eggs in the fourth quarter is still on the tight side, and high-priced eggs may become the norm this year
.
.
According to Mysteel data, the average price of eggs in the main producing area last week was 5.
82 yuan / jin, up 0.
19 yuan / jin from the previous month, an increase of 3.
37%, and the average price in the main sales area was 5.
99 yuan / jin, up 0.
34 yuan / jin from the previous month, an increase of 6.
02%.
A few days ago, a reporter from the Financial Union News Agency observed in a local supermarket in Henan, the main egg producing area, that the retail price of ordinary fresh eggs has reached 6.
4 yuan / jin
.
This year, the domestic egg price operating range is significantly higher than the same period in the past five years, and the egg price of more than 5 yuan / jin has even become the
norm.
Dongwu Futures analyst Guo Dashun told the Cailian reporter: "The main reason for the high egg price is the low production capacity and rising costs, in the laying hen inventory data show that in the first half of this year, the national layer hen inventory showed a month-on-month recovery trend, but from a year-on-year point of view, the absolute value of the inventory is not high, at the lowest level in the same period in the past 5 years, and after July, the momentum of the rise in the stock is over, the national layer inventory in August decreased by 1.
01% compared with July, judging by this, The downward trend in layer inventories will continue into the fourth quarter
.
”
norm.
It is worth noting that the rising cost has led to the profit of layer hen breeding this year not following the price to a new high, but at the median level of the same period in history, so farmers are more cautious
about restocking.
The sales of Xiaoming (300967.
SZ) in the third quarter can also be confirmed, according to the company's monthly sales report, the overall sales volume from July to September increased year-on-year, but revenue decreased
year-on-year.
In this regard, the reporter of the Financial Union News Agency learned as an investor that compared with the situation in previous years, the price of laying hens this year is not high, because the price center of feed raw materials such as corn and soybean meal has gradually moved up, and the profit of breeding has a certain impact, and the willingness of farmers to replenish the slaughter at this stage is not high
.
(Image source: Zhuochuang Information)
(Image source: Zhuochuang Information) (Image source: Zhuochuang Information). "Now we mostly use Yantao old chickens instead of pens," a person in charge of laying hen breeding in Henan told a reporter from Cailian, "In the outside world, it seems that the price of eggs is so expensive, it seems that raising laying hens is very profitable, but the main reason is that the cost rises too fast, the cost in August is still about 4 yuan / jin, it was still a loss at that time, and the loss time has continued for a long time, and it is now close to 4.
8 yuan / jin
.
" 。 Soybean meal and corn rise too fast, the previous high point of soybean meal price is 3500 yuan / ton, now are 5500 yuan / ton, high breeding costs, the risk is relatively large, everyone breeding volume will be small, and now because of some prevention and control measures, uncertainties are more, sometimes feed can not be transported in time, now the price is high and do not want to stockpile, so the willingness to replenish the fence is not strong
.
”
For the downstream acceptance of high-priced eggs, the above-mentioned person in charge further said that the current egg price is not much different from the same period, may be for individual consumers now egg prices are somewhat unacceptable, pig prices have also risen, but for food processing plants such as enterprises with certain profit margins, the current egg price is still acceptable
.
Tightening supply and demand determine that egg prices in the fourth quarter may remain strong, Guo Dashun said that egg prices in the fourth quarter are driven
by declining production capacity and rising costs, and the probability of continuing to remain strong.
