Egg Market Analysis: E-commerce Retreat Cools the Market(Nov 10)

November 10, 2026

LLDD-global

7029

Guide

Highlights at a glance

The egg market is experiencing significant shifts as e-commerce demand fades and seasonal factors influence production recovery. Red eggs averaged 4.13 yuan per jin, slightly lower than pink eggs at 4.18 yuan per jin. A weakening demand from supermarkets and food service channels has led to subdued trading sentiment across regions. Supply-side factors, such as seasonal recovery in production rates and culling of laying hens, keep supply ample. With the Double Eleven restocking cycle concluded, terminal demand lacks positive drivers, pushing prices further down. Egg futures rose slightly on November 10, but overall trends point to weak price movement in the short term.

Egg Market Analysis: E-commerce Retreat Cools the Market

Egg Market Analysis

Today, egg prices in major producing regions showed a weakening trend. The average price of red eggs was 4.13 yuan per jin, and the average price of pink eggs was 4.18 yuan per jin, with a price spread of 0.05 between red and pink eggs. The average price in major producing areas was 4.14 yuan per jin, down 0.07 from the previous trading day. The short-term support from e-commerce has faded, and the demand side lacks new positive drivers to take over. The supply-demand pattern is gradually shifting toward surplus. Today, the producing areas were generally weak, with many regions having room for price reductions, and bearish sentiment in the market has intensified. Only a few resilient regions maintained stable prices.

Egg Market Price

Egg Market Outlook

Supply Side

As temperatures decline, egg production rates are seasonally recovering. With egg prices continuing to fall, some farmers have lowered their expectations for the future market and are choosing to cull laying hens at market pace.

Demand Side

The Double Eleven centralized restocking cycle has concluded, and the pulling effect from e-commerce has noticeably weakened. Restocking willingness from supermarkets and the food service channel remains sluggish, with terminal demand showing little room for increment. Market trading sentiment is subdued, and regional sales performance varies significantly.

Overall Assessment

On the supply side, seasonal recovery in egg production rates, combined with some farmers lowering expectations and culling hens, means overall supply remains ample. On the demand side, the conclusion of Double Eleven restocking has weakened the e-commerce pull, with supermarket and food service restocking sluggish and terminal demand lacking incremental drivers. Overall, the supply-demand surplus pattern continues, and egg prices are expected to trend weakly in the short term.

Egg Futures Trend

On November 10, the main contract 2612 of egg futures on the Dalian Commodity Exchange (DCE) opened at 3,452, with a high of 3,509, a low of 3,436, and a settlement price of 3,473, up 37 points or 1.07%. Trading volume was 453,887 lots, with open interest at 179,640 lots.

Egg Index Analysis

According to Cold Chain TDD data calculations, the domestic egg spot price index on November 10 was 4.165, down 0.038 from the previous working day.