山西晋龙养殖股份有限公司作为国内第二大蛋鸡养殖企业,目前现存栏2400万羽1。2025年以来,公司面临严峻的经营压力。蛋价创下近五年新低,年内三分之二的时间处于亏损状态,最低时跌至2.5元/斤1。相比之下,蛋价曾在6月一度突破6元/斤1,价格波动幅度巨大。
晋龙副总裁任珊珊在接受采访时指出,行业面临的蛋周期比预测更长1。她指出产蛋存在4—6个月的周期滞后1,导致企业难以及时调整产能。她建议建立全国蛋鸡产能动态监测预警体系来预测市场变化1,同时提议企业利用"保险+期货"等金融工具对冲价格风险1。
Shanxi Jinlong Breeding Co., Ltd., China's second-largest layer hen producer, is navigating one of the industry's most severe price cycles. The company currently maintains a flock of 24 million birds1 and reported operating at a loss for two-thirds of 2025 as egg prices plummeted1. The lowest point this year saw prices fall to 2.5 yuan per pound, marking a near five-year low1, contrasting sharply with prices that briefly exceeded 6 yuan per pound in June1.
Vice President Ren Shanshan outlined the company's perspective on industry challenges in an interview, noting that the egg production cycle is proving longer than initially anticipated1. She highlighted a critical structural issue: the industry faces a four to six-month lag between production decisions and market output1. To address these volatile swings, Ren advocated for the establishment of a national dynamic capacity monitoring and early warning system for layer hens, alongside the adoption of financial hedging instruments such as "insurance plus futures" products to mitigate price volatility1.
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