中信建投鸡蛋半年报:蓄势待发 关注交易思路切换

市场资讯
15 Jul

作者 | 中信建投期货研究发展部 魏鑫研究助理 | 中信建投期货研究发展部 邓昊然本报告完成时间 | 2025年7月11日2025年下半年核心观点:供应方面,卓创25年6月在产蛋鸡存栏升至13.4亿羽,环比+0.45%,同比+6.77%。存栏扩张趋势延续,产能压力短期暂未缓解,但市场价格已基本兑现供给压力情况。当前我们根据卓创的存栏、补栏以及淘汰数据静态推算,不考虑超淘的情况,本轮存栏量可能在8...

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