鸡蛋供应状况正持续好转,此前禽流感疫情导致数百万只蛋鸡遭扑杀。不过Cal-Maine Foods首席执行官谢尔曼·米勒坦言,公司尚未完全摆脱困境。他在与分析师的电话会议中指出:"全球疫情仍在持续,行业复苏进程并非线性发展,而是呈现不均衡与高度不可预测的特征。"米勒强调,公司曾多次成功应对供应中断与价格剧烈波动的挑战,当前形势已呈现向好态势。
最新季度数据显示,种鸡存栏量增长约13%,雏鸡孵化量激增近65%,产蛋鸡平均数量亦小幅上升2.6%。这些指标共同勾勒出产业链复苏的积极信号,但禽流感阴影仍使未来供需关系充满变数。
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