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 birds[1] and reported operating at a loss for two-thirds of 2025 as egg prices plummeted[1]. The lowest point this year saw prices fall to 2.5 yuan per pound, marking a near five-year low[1], contrasting sharply with prices that briefly exceeded 6 yuan per pound in June[1].
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 anticipated[1]. She highlighted a critical structural issue: the industry faces a four to six-month lag between production decisions and market output[1]. 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 volatility[1].
