2026年上半年全国鸡蛋批发价涨幅达37%,创十年新高[1]。从3月的3.5元/斤上升到6月最高的6.2元/斤[1],鸡蛋成为6月CPI中唯一大幅上涨的食品,环比上升7%,同比涨幅达20%[1]。这波急速反弹源于过去一年全行业的持续亏损——2025年价格最低时出厂价曾跌至2.5元/斤[1]。
价格波动的剧烈程度在流通环节更为明显。以45斤装鸡蛋为例,收购价从3月的115元/箱在5月翻倍至221元/箱,期间每天涨幅高达10元、8元[1]。零售端同样感受到压力,盒马30枚盒装鲜鸡蛋从19.9元上涨至23.8元,山姆会员店甚至将限购数量从5盒减为2盒[1]。受此影响,采购量同比下降约10%[1]。
China's egg market experienced a dramatic surge in the first half of 2026, with wholesale prices climbing 37% to reach their highest level in a decade [1]. The benchmark price in Beijing rose from approximately 3.5 yuan per pound in March to a peak of 6.2 yuan per pound by June [1]. This sharp escalation made eggs the only food category to post significant gains in June's Consumer Price Index, climbing 7% month-over-month and 20% year-over-year [1].
The price volatility has been staggering throughout the supply chain. Wholesale prices for a standard 45-pound case of eggs surged by 10 to 8 yuan daily at their steepest, accumulating gains of 30 yuan within days [1]. Farm gate prices doubled between March and May, rising from 115 yuan per case to 221 yuan per case [1]. This dramatic reversal follows a year-long period of industry-wide losses, when prices had plummeted to a low of 2.5 yuan per pound in 2025 [1].
Retailers and consumers have felt the impact directly. Supermarket chain Hema increased its 30-egg pack from 19.9 yuan to 23.8 yuan, while Sam's Club reduced purchase limits from five boxes to two boxes per customer [1]. Consumer demand has weakened amid the price surge, with overall purchasing volumes declining approximately 10% compared to the prior year [1].