In late July, with the arrival of the “FuKangShan” round, major ports in the country unveiled the arrival of Peruvian fishmeal in the new season. However, due to the delay of one month or so in the first half of this year, Peru’s fishmeal deployment has been delayed. Therefore, despite the arrival of a concentrated arrival of Peruvian fishmeal in July last year, the import of fishmeal in China in July this year is still relatively limited. It is expected that in August/September domestic major ports will welcome the concentrated arrival of fishmeal in Peru this season. . Customs data show that in July this year, China imported a total of 75,718 tons of fishmeal, a year-on-year decrease of 71%; in January-July, China imported a total of 605,507 tons of fishmeal, a decrease of 33.6% year-on-year. The specific JCI analysis is as follows:

In July and July, the quantity of Peruvian fishmeal imported from China increased month by month, a year-on-year decrease. Customs data showed that in July of this year, the quantity of Peruvian imported fishmeal was 27,123 tons, a month-on-month increase of 58% and a year-on-year decrease of 85.5%; January-July The total quantity of Peruvian fishmeal imported into China was 312,247 tons, which was a decrease of 40.1% year-on-year. According to JCI Peru information, the amount of fishmeal exported to China from June to July was 175,000 tons. According to this preliminary calculation, the arrival of Peruvian fishmeal in August/September is about 13-14 million. Tonnes, that is, the major domestic ports in the later period will further welcome the arrival of Peruvian fishmeal.

2. Since June, the import volume of fishmeal in Chile has increased. With the improvement of Chilean salmon farming, a strong earthquake has occurred in southern Chile at the end of February, which has caused some impact on the local fishing situation and fishmeal production. Therefore, Since the beginning of this year, the import volume of fishmeal in Chile has shown a pattern of significant decline year-on-year. According to customs data, in July, the amount of fishmeal imported from Chile was 23,918 tons, which was 5.8% higher than the previous period and 58.6% year-on-year. The quantity of fishmeal imported to Chile from January to July was 106,340 tons, which was a drop of about 60% from the same period of last year. . However, although the import volume of fishmeal in Chile has dropped significantly this year, since the beginning of June, the import volume of fishmeal in Chile has shown a growth pattern. Some industry insiders believe that the main reason is that after the recovery of fishmeal production in most of Chile, many manufacturers have actively completed the previous contract.

3. The “diversification” of domestic fishmeal imports remained the same, but the import volume of fishmeal in the United States declined. From the perspective of China’s import of fishmeal customs in July, the total number of fishmeal imported from non-mainstream countries in China was 24,677 tons, which was a drop of around 35% from the previous month. The increase was about 51.2% year-on-year. It can be seen that the current situation of "diversification" of domestic fishmeal imports remains. However, in the import of fishmeal from non-mainstream countries in China from January to July, the import volume of fishmeal in the United States, which originally occupied the dominant position, decreased by about 8.4% year-on-year, while the imports of Russian fishmeal increased significantly. The growth rate reached about 24.3%. Moreover, according to JCI's understanding, this year's white fishmeal supply market in China is dominated by Russian white fishmeal, and the quantity of American whitefish meal is relatively limited; on the other hand, the increase in the import volume of fishmeal in Thailand has increased by 15 times. Has become the main supplier of non-mainstream fishmeal market.

In general, due to the limited imports of Peruvian fishmeal in July, the arrival of fishmeal in the new season in August/September is expected to increase sharply. For Chilean fishmeal, most of the local waters are currently in the no-fishing phase, which restricts the supply of local fishmeal. In the later period, the import of fishmeal in Chile may have limited fluctuations, and may even decline. In addition, although the “siphon effect” of the domestic fishmeal import market is still significant, it has decreased by a certain margin in July. Under the pattern of relatively abundant supply of fishmeal in non-mainstream countries in the country, the import of fishmeal in the non-mainstream countries of China may be under control in the later period. It is worthy of industry attention.