国产凌凌漆

备货需求也撑不起蛋价？_我的网站

A |     A day after Samantha Ruth Prabhu and Raj Nidimoru entered into wedlock, his sister, Sheetal Nidimoru took to Instagram to welcome Samantha into the family. Sharing the wedding photos, Sheetal stated that being part of the ritual on such a sacred day felt like life aligning itself in the most beautiful way.                                                                 View this post on Instagram          A post shared by Sheetal Nidimoru (@sheetalnidimoru)                              And as a family, we stand by them: Sheetal     Sheetal posted a picture from the wedding that features the newlyweds Samantha, Raj Nidimoru, herself and family members. But her post clearly hinted at what their family went through and how stressful it has been for them navigating through ‘Samantha and Raj’s relationship reports’ in the press. She expressed gratitude for the peace and the clarity that has emerged in her family. She also thanks the almighty for the deep sense of ‘gentle alignment’ in Raj and Samantha’s journey. Sheetal said that as a family, they feel so proud of how Samantha and Raj were walking forward with calm dignity, honesty, and steadiness that comes when two hearts choose the same path with intention. “And as a family, we stand by them together, fully, joyfully, and without hesitation,” she shared, assuring the couple of the family’s support in every way.          Samantha Ruth Prabhu reacts…     Giving a spiritual and philosophical touch, Sheetal also stated that doing rituals at Isha together with the family on such a sacred day felt like life aligning itself in the most beautiful way. “It reminded me that some relationships don’t just happen…they arrive with peace,” expressing hope that everyone finds love that’s peaceful and steady. Samantha quickly liked Sheetal's post and wrote, “Love You,” hinting at her bonding with Raj’s family. Not just the actress, her fans too liked Sheetal’s heartfelt post and expressed gladness at how the family rallied behind Samantha and Raj.     Also Read: Inside Pics: Samantha Ruth Prabhu and Raj Nidimoru’s Wedding。    　　作者：侯晓瑞/F3044447、Z0015326/　　一德期货生鲜畜牧分析师　　要点速览版　　供应端：老鸡延淘带来的压力后置是当前主要矛盾；　　需求端：团膳与食品厂支撑有限，高价货源承接乏力。　　短期：现货见顶回落与供给后移压力形成共振，价格重心有望逐步下移；　　长期：淘鸡不断后置下，一旦蛋价下跌触发集中淘汰，远月低估值合约存在修复可能。

B | 　　近期鸡蛋现货在冲至季节性高位后已显见顶迹象。8月下旬以来，山东、河北等主产区蛋价在4.8-5.1元/斤一线反复，部分地区已现回落，贸易商采购积极性明显转弱，产区走货速度放缓，市场购销转为谨慎。尽管学生开学和中秋备货仍构成短期支撑，但红蛋区蛋价持续上行的动能已明显衰竭，现货进入顶部阶段。

C | 　　供应端是当前矛盾的核心　　老鸡淘汰节奏持续偏慢。蛋价高位运行下，养殖盈利尚可，养殖端淘汰积极性不高，普遍选择延迟淘汰，淘鸡日龄连续延后，这部分存栏的出清被推迟，为供应埋下隐患。　　新开产压力逐步显现。前期高蛋价刺激鸡苗补栏增加，后续新开产蛋鸡偏多，产蛋高峰恰与节后需求淡季重叠，鸡蛋供应压力不断兑现。

D | 　　由于对后市产能增长有预期，养殖端补栏情绪高位回落。当前种蛋利用率多在60%-70%，部分大厂达80%，鸡苗订单多排至10月中下旬，补栏有所后置。综合来看，老鸡延淘带来的压力后置是当前的主要矛盾，在现货见顶及老鸡不断延淘预期下，蛋价后续有一定的走弱空间。另外需要关注现货下跌后市场淘汰情绪变化，一旦淘鸡放量，蛋价或迎来阶段性改善。　　需求端相对平淡　　团膳（开学）与食品厂（中秋备货）的集中采购是当前为数不多的支撑，但高价货源承接力度有限，鲜销走货一般，节后需求大概率转弱，供需错配风险正在累积。　　后市展望　　短期来看：现货见顶回落与供给后移压力形成共振，鸡蛋价格重心有望逐步下移，2610合约大概率表现为区间震荡，盘中反弹更多是空头情绪修复，后续需警惕的是，若节前备货超预期，现货在5元/斤上方超预期坚挺，单边做空近月风险将会增加。　　长期来看：在淘鸡不断后置的情况下，一旦蛋价下跌触发集中淘汰，远月低估值合约存在修复可能，6月端午低点在3.5-3.6元/斤，一般来说四季度不易低于此价，因此我们建议逢低买入2612合约，可适当配合近月空单作为保护，反套思路为主。　　编辑：武宇杰　　审核：易乐/F0272877、Z0011428/　　复核：于心悦　　报告完成日期：2026年8月26日　　交易咨询业务资格：证监许可〔2012〕38号责任编辑：李铁民。

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