
一 | A sizable piece of trash discovered in the middle of a sheep pasture in Eastern Australia's New South Wales may be space debris from a SpaceX mission and connected to a loud blast reported in early July in the area, Australian ABC News has reported.,According to the report, numerous people who heard the sound on July 9 turned to social media to report it from as far away as Albury, Wagga Wagga, and Canberra to the Snowy Mountains in southern New South Wales.,An extraordinary nearly three-meter-high object was reported by farmer Mick Miners, who runs a sheep farm at the remote area of Numbla Vale.,"I didn't know what to think, I had no idea what it was," he told the outlet, while his neighbor, Jock Wallace, who also stumbled upon strange debris said he "didn't hear the bang, but my daughters said it was very loud. I think it's a concern it's just fallen out of the sky. If it landed on your house it would make a hell of a mess.",As we all wait for the Chinese booster to impact-Here’s some photos of pieces believed to be from SpaceX’s Crew-1’s Trunk, which landed in Australia on July 9th, but discovered in farmland on July 25thThese are large pieces; which could be dangerous & fatal & more frequent. pic.twitter.com/ImaO4YKQzL— Earth Consuming Mike (@LCS_Big_Mike) July 29, 2022,Serial numbers were seen on one of the items discovered on his premises. Astrophysicist Brad Tucker from the Australian National University College of Science reportedly claimed that the debris was most likely from the craft's unpressurized crew trunk.,SpaceX's Crew Dragon Lifts Off for Its First Operational Mission to ISS16 November 2020, 00:29 GMT,He said that it might be the biggest piece of debris to have been found in Australia since NASA's Skylab space station crashed to Earth above Esperance, Western Australia, in 1979.,"In photographs of the debris you can clearly see charring, which you would expect from re-entry," Tucker told the outlet last Friday. "It is very rare to see, because they don't usually land on land, but in the ocean.",I just got back from Dalgety, NSW. I was busy confirming that parts of a @SpaceX Crew-1 Trunk capsule crashed into a few paddocks in rural NSW! More info to come:https://t.co/2VJzeYMhhn pic.twitter.com/sQsE4WAxRq— Brad Tucker (@btucker22) July 29, 2022,In the Pacific Ocean, between Australia and New Zealand, he added, the spacecraft was intended to make its landing. According to the expert, the craft was probably traveling at 25,000 kilometers per hour when it made re-entry and left behind debris, and it was probably responsible for the July 9 blast heard by many people in the area.,This Monday, in an interview on a local radio, quoted by the Daily Mail, Tucker confirmed that the debris belonged to the Crew-1 SpaceX mission spacecraft.,"This is most definitely space junk which was part of the SpaceX Crew-1 trunk," he is quoted as saying. "SpaceX has this capsule that takes humans into space but there is a bottom part... so when the astronauts come back, they leave the bottom part in space before the capsule lands.",The component, most likely made of aluminum and carbon composites, has been in orbit since November 2020, according to the expert.,"There was a plan of having it come down on Earth and purposely hitting the Earth's atmosphere so it would break apart and land in the ocean," he said.,It took some time to find the object, according to Tucker, because it had fallen far from Miners' house.,"From a distance it looks like a tree almost, like a burnt tree, and then you get closer and you realise 'hey that's not right'," Tucker explained.。

二 |
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。 近期鸡蛋现货在冲至季节性高位后已显见顶迹象。

三 | 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。 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。

四 | 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。

五 | 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。 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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