蛋业着手削减供应 以应对过剩局面

投资观察
Jul 22

美国蛋业正积极采取措施限制供应。此前一季度的鸡蛋供应过剩严重压制了价格与销售。Cal-Maine Foods首席执行官谢尔曼·米勒在与分析师的电话会议中指出,美国鸡蛋委员会及价格基准机构Urner Barry近期已观察到一系列迹象:种鸡活动放缓、鸡雏订单取消增加、孵化场需求疲软,以及更激进的鸡群轮换。这些都被视为鸡群增长正在放缓的证据。

米勒进一步表示:“如果这些情况属实,近期供应可能会趋紧,并预示着未来几个季度的供应可能持续放缓。”这一行业动态的背景是,由于最近一个季度销售额大幅下滑,Cal-Maine的股价已下跌6.5%。

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