
A |
作者:侯晓瑞/F3044447、Z0015326/ 一德期货生鲜畜牧分析师 要点速览版 供应端:老鸡延淘带来的压力后置是当前主要矛盾; 需求端:团膳与食品厂支撑有限,高价货源承接乏力。 短期:现货见顶回落与供给后移压力形成共振,价格重心有望逐步下移; 长期:淘鸡不断后置下,一旦蛋价下跌触发集中淘汰,远月低估值合约存在修复可能。 MANCHESTER, England -- Bobby Charlton, an English soccer icon who survived a plane crash that decimated a Manchester United team destined for greatness to become the heartbeat of his country's 1966 World Cup-winning team, has died. He was 86.A statement from Charlton's family, released by United, said he died Saturday surrounded by his family.An extravagantly gifted midfielder with a ferocious shot, Charlton was the leading scorer for both United (249 goals) and England (49 goals) for more than 40 years until being overtaken by Wayne Rooney.“Sir Bobby was a hero to millions, not just in Manchester, or the United Kingdom, but wherever football is played around the world,” United said.“He was admired as much for his sportsmanship and integrity as he was for his outstanding qualities as a footballer; Sir Bobby will always be remembered as a giant of the game.”Alex Ferguson, who managed United from 1986-2013, said before Charlton's death that he “is the greatest Manchester United player of all time — and that’s saying something.”“Bobby Charlton is absolutely without peer in the history of the English game,” Ferguson said.Charlton was also renowned for his humility, discipline and sportsmanship. He was never sent off in 758 appearances for United from 1956-73 or 106 internationals for England from 1958-70.Charlton played with George Best and Denis Law in the so-called “Trinity” that led United to the 1968 European Cup after surviving the 1958 Munich crash that wiped out the celebrated “Busby Babes” team. He won three English league titles at United, and one FA Cup.“For a footballer, he offered an unparalleled combination of grace, power and precision,” said former United defender Bill Foulkes, another survivor of the Munich air crash.“It added up to a greatness and something more — something I can only call beauty.”Charlton’s England scoring record stood for 45 years until Rooney scored his 50th goal for the national team in September 2015. Three of his England goals came in the World Cup in 1966, during which Charlton played every minute for the team and stood out especially in the semifinals when he scored twice against Portugal to lead England to a first major final.England beat West Germany 4-2 after extra time in the final.Although Ryan Giggs beat Charlton’s appearance record for United in 2008, his scoring record for the club lasted another nine years. It was only in 2017 — 44 years after Charlton last wore the famous red jersey of England’s most successful club — that Rooney scored his 250th goal for United.After retiring in 1973, Charlton went into coaching and founded a youth scheme that included David Beckham, a future United and England great, among its participants.After brief spells in charge of Preston, Wigan and Irish side Waterford, Charlton returned to United in 1984 as a director and persuaded the board in 1986 to appoint Ferguson, who delivered 38 trophies during nearly 27 years in charge.Knighted in 1994 by Queen Elizabeth II, Charlton remains a mainstay at Old Trafford, featuring alongside Best and Law on a statue outside United’s stadium.Charlton avoided the controversies and distractions that damaged the career of Best, with his style and demeanor bringing a popularity that transcended the tribalism of club and international football.“I felt he could be a bit aloof,” the late Best said in a 2001 magazine interview. “We were never at each other’s throats, we simply didn’t go and have a pint together.”Robert Charlton was born Oct. 11, 1937, in the coal-mining town of Ashington, northeast England, and his talent was obvious from a young age.“We realized Bobby was going to be a bit special as a player when he was about 5 years old,” said older brother Jack, who played for Leeds and won the World Cup alongside him. “He was always kicking a football or a tennis ball against a wall and when it bounced back it stuck to him like a magnet.”Charlton wrote in 2007 that his family sometimes relied on illegally caught salmon or rabbit to ward off hunger, while his father — also named Robert — gathered coal washed up on local beaches and sold it to bolster his income.His father’s commitment to his mining colleagues meant that in 1966 he missed Charlton scoring both goals against Portugal in that World Cup semifinal because he didn’t want someone else to have to cover for him in the pit. He was, however, persuaded to attend the final when the Charlton brothers lifted the trophy.Charlton’s playing career began far from home in Manchester after leaving school at 15, making his United debut three years later against Charlton in 1956.Within two years, tragedy struck the tight-knit group of United players whose relationship was forged as trainees in austere conditions. The team was still celebrating winning at Red Star Belgrade to secure a place in the European Cup semifinals when their plane caught fire on its third attempt to take off in heavy snow after a refueling stop in Germany.Charlton miraculously emerged from the smoldering wreckage with only light head injuries and picked his way through the wreckage to help survivors. Spotting manager Matt Busby groaning in agony on the smoke-shrouded runway, Charlton rushed to help the father-figure who had promoted him to the first team.But eight members of the “Busby Babes” team packed with bright prospects were among the 21 fatalities. They included Duncan Edwards, considered one of England’s most talented players at 21.“Sometimes it engulfs me with terrible anger and regret and sadness — and guilt that I walked away and found so much,” Charlton wrote in 2007.Charlton became driven by a lingering obligation to preserve the memories of the Munich dead, returning to action less than four weeks later and helping a hurriedly assembled team of survivors and stand-ins reach that season’s FA Cup final.Busby rebuilt his team around Charlton, adding the 1965 and 1967 English league titles to the championship they won in 1957.“There was always one great hope — the return to greatness of my beloved club,” Charlton said.The biggest prize of his club career arrived in 1968 as United became the first English club to become champion of Europe. Charlton scored twice in a 4-1 extra-time win over a Benfica team containing Portugal great Eusebio.But Charlton is perhaps best known for being part of the England team that won the World Cup. It remains England’s only major title in men's soccer.Charlton and his brother fell out over Jack’s public assertion that Bobby’s wife caused him to become estranged from his mother. But the pair reconciled and Jack presented Bobby with a lifetime achievement trophy at the 2008 BBC Sports Personality of the Year Award.“We have had our public disputes, proving that in any family discord can sometimes disrupt the force of love and blood, but throughout that time I never lost the sense of wonder and gratitude that we were together in 1966 on such a great day in the history of our nation’s sport,” Bobby Charlton said.In November 2020, it was announced that Charlton had been diagnosed with dementia, the same disease that afflicted his brother — who died in 2020 at age 85 — and another World Cup winner, Nobby Stiles. “This man, from day one, was everything I wanted to be,” United striker Marcus Rashford wrote of Charlton after hearing about the diagnosis. “Kind, professional, caring, talented.”He is survived by his wife, Norma, whom he married in 1961, and his two daughters.___AP soccer: https://apnews.com/hub/soccer。 近期鸡蛋现货在冲至季节性高位后已显见顶迹象。8月下旬以来,山东、河北等主产区蛋价在4.8-5.1元/斤一线反复,部分地区已现回落,贸易商采购积极性明显转弱,产区走货速度放缓,市场购销转为谨慎。尽管学生开学和中秋备货仍构成短期支撑,但红蛋区蛋价持续上行的动能已明显衰竭,现货进入顶部阶段。

B | 供应端是当前矛盾的核心 老鸡淘汰节奏持续偏慢。蛋价高位运行下,养殖盈利尚可,养殖端淘汰积极性不高,普遍选择延迟淘汰,淘鸡日龄连续延后,这部分存栏的出清被推迟,为供应埋下隐患。 新开产压力逐步显现。前期高蛋价刺激鸡苗补栏增加,后续新开产蛋鸡偏多,产蛋高峰恰与节后需求淡季重叠,鸡蛋供应压力不断兑现。 由于对后市产能增长有预期,养殖端补栏情绪高位回落。当前种蛋利用率多在60%-70%,部分大厂达80%,鸡苗订单多排至10月中下旬,补栏有所后置。综合来看,老鸡延淘带来的压力后置是当前的主要矛盾,在现货见顶及老鸡不断延淘预期下,蛋价后续有一定的走弱空间。另外需要关注现货下跌后市场淘汰情绪变化,一旦淘鸡放量,蛋价或迎来阶段性改善。 需求端相对平淡 团膳(开学)与食品厂(中秋备货)的集中采购是当前为数不多的支撑,但高价货源承接力度有限,鲜销走货一般,节后需求大概率转弱,供需错配风险正在累积。 后市展望 短期来看:现货见顶回落与供给后移压力形成共振,鸡蛋价格重心有望逐步下移,2610合约大概率表现为区间震荡,盘中反弹更多是空头情绪修复,后续需警惕的是,若节前备货超预期,现货在5元/斤上方超预期坚挺,单边做空近月风险将会增加。 长期来看:在淘鸡不断后置的情况下,一旦蛋价下跌触发集中淘汰,远月低估值合约存在修复可能,6月端午低点在3.5-3.6元/斤,一般来说四季度不易低于此价,因此我们建议逢低买入2612合约,可适当配合近月空单作为保护,反套思路为主。

C | 编辑:武宇杰 审核:易乐/F0272877、Z0011428/ 复核:于心悦 报告完成日期:2026年8月26日 交易咨询业务资格:证监许可〔2012〕38号责任编辑:李铁民。
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