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【品种策略】鸡蛋：08月26日多家期货公司晨报观点汇总_我的网站

一 |     鸡蛋机构观点汇总期货公司方向核心逻辑南华期货震荡高温抑制产蛋率、库存偏低支撑蛋价，但6—7月新开产蛋鸡持续增量，2—3月补栏处于高位，供应压力预期增强。    

    Visitors walk past temporarily reinforced trees along the West Lake in Hangzhou, east China's Zhejiang Province, Aug. 9, 2026. China's national observatory on Sunday activated a red alert -- the highest level in the country's typhoon warning system -- as Typhoon Dolphin approaches. Typhoon Dolphin is forecast to make landfall along the country's east coast from Zhoushan in Zhejiang Province to Fuding in Fujian Province, according to the National Meteorological Center (NMC). (Xinhua/Han Chuanhao)China's national observatory on Sunday activated a red alert -- the highest level in the country's typhoon warning system -- as Typhoon Dolphin approaches.
Typhoon Dolphin is forecast to make landfall along the country's east coast from Zhoushan in Zhejiang Province to Fuding in Fujian Province, according to the National Meteorological Center (NMC).
As of 10:00 a.m. Sunday, the typhoon's center was about 215 km offshore east of Wenzhou in Zhejiang, with maximum winds near the center reaching the speed of 45 meters per second, the NMC said.
The NMC forecast that Typhoon Dolphin will move westward at a speed of 20 to 25 km per hour. After landfall, it is expected to move west-northwestward and gradually weaken.
From Sunday to Wednesday, the typhoon is expected to bring torrential rains to multiple regions, including Fujian, Zhejiang and Shanghai, as well as Shandong, Tianjin and Beijing. The affected areas will also experience short-duration heavy rainfall and thunderstorms with gale-force winds.
In response to the typhoon, China's meteorological authority on Sunday upgraded its emergency response for severe meteorological disasters from Level III to Level II.
    A visitor walks past a dock that is temporarily closed on the West Lake in Hangzhou, east China's Zhejiang Province, Aug. 9, 2026. China's national observatory on Sunday activated a red alert -- the highest level in the country's typhoon warning system -- as Typhoon Dolphin approaches. Typhoon Dolphin is forecast to make landfall along the country's east coast from Zhoushan in Zhejiang Province to Fuding in Fujian Province, according to the National Meteorological Center (NMC). (Xinhua/Han Chuanhao)
    Visitors walk past temporarily reinforced trees along the West Lake in Hangzhou, east China's Zhejiang Province, Aug. 9, 2026. China's national observatory on Sunday activated a red alert -- the highest level in the country's typhoon warning system -- as Typhoon Dolphin approaches. Typhoon Dolphin is forecast to make landfall along the country's east coast from Zhoushan in Zhejiang Province to Fuding in Fujian Province, according to the National Meteorological Center (NMC). (Xinhua/Han Chuanhao)
    A notice on the suspension of sightseeing boats is seen at the West Lake scenic spot in Hangzhou, east China's Zhejiang Province, Aug. 9, 2026. China's national observatory on Sunday activated a red alert -- the highest level in the country's typhoon warning system -- as Typhoon Dolphin approaches. Typhoon Dolphin is forecast to make landfall along the country's east coast from Zhoushan in Zhejiang Province to Fuding in Fujian Province, according to the National Meteorological Center (NMC). (Xinhua/Han Chuanhao)
。银河期货偏空养殖利润高令淘鸡积极性弱，淘汰日龄延长且新鸡陆续开产，供应将增加；中秋补库后需求转弱，建议10、11月合约逢高布局空单。

二 | 光大期货震荡需求旺季支撑现货价格，鸡蛋现货小幅上涨，但期货主力合约延续区间震荡，关注需求及市场情绪变化好消息，您已获得期货T+0交易资格，马上开通>>...。

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