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24 Nov 2024

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Cash trend of China fishmeal has been keeping flat for weeks at RMB12,500/ton at Shanghai port especially during the periods while government remains lockdown under breaking-through infection brought by covid-19. However, such severely status of lockdown in the entire city of Shanghai would keep reducing fishmeal off-take with its related breeding activities from city of Shanghai to neighbored areas for sure.

RMB Cash Market:

国内主要港口秘鲁鱼粉参考报价表（元/吨） China Peruvian Fishmeal Cash Market by Ports (RMB/mt)
港口 Ports	品质规格 Quality	周数 Week #14	周数 Week #13	环比变化 Changes
大连	SD68% 超级	12500	12500	0
大连	SD65%普通	11500	11500	0
天津	SD68% 超级	12600	12600	0
天津	SD65%普通	11600	11600	0
上海	SD68% 超级	12500	12500	0
上海	SD65%普通	11500	11500	0
黄埔	SD68% 超级	12500	12500	0
黄埔	SD65%普通	11500	11500	0

FM Stock & Off-take:

周中国主要港口进口鱼粉库存表（吨）
China Fishmeal (Stock & Off Take) Weekly Status (mt)
港口	Wk #14			Wk 13
Ports	本周	出库量	入库量	上周
	Current Stock	Off Take	Weekly Arrival	Previous Stock
上海Shanghai	44310	0	1600	42710
黄埔Huangpu	64440	9110	9000	64550
天津 Tianjin	2260	60	0	2320
大连Dalian	15850	890	400	16340
其他Other	44990	1820	900	45910
合计Total Qty	171850	11880	11900	171830
上周鱼粉出库量				21360
Total FM sold/off-take from ports warehouse previous week:				21360
来源：饲料在线港口代表统计Sources: CFO Port Agents

China Domestic Fishmeal

Updated: 13/Apr/2022			Unit: RMB／mt
国产鱼粉报价 Local Produced Fishmeal Price
Region	Quality	Wk #14	Wk #13
Zhejiang	63% / TVN 150 (semi-defatted)	10,800	11,000
Zhejiang	65% / TVN 150 (semi-defatted)	11,500	11,500
Shandong	65% / TVN 100 (semi-defatted)	11,400	11,400
- Domestic prices keep strong while spring breeding would be started up soon since earlier of March.

White Fishmeal

Updated: 13/Apr/2022			Unit: RMB/mt
白鱼粉报价White Fishmeal Price Report
Brand/Origin	Wk #14	Wk #13	Changes
American Seafoods	14,800~15,000	14,800~15,000	--
Russian WFM - 60% - high pro	12,800	12,800	--
- An indication only, pricing range due to various quality, freshness and brand. - Above prices are importing duties paid.

Fish Oil

秘鲁鱼油离岸价格（美元／吨） Peruvian Fish oil Market FOB Price(USD/mt)
品质包装 Quality/Packing		周数Wk #14	条款Terms
粗制水产级散装	Crude (Aqua grade) in Bulk	3200-3250	FOB PI
粗制水产级桶装	Crude (Aqua grade) in Drums	3300-3350	FOB FCL
粗制水产级液体袋装	Crude (Aqua grade) in Flexi tank	3400-3450	FOB FCL
粗制欧米茄3 桶装	Crude (Omega-3) in Drums	3200-3300	FOB FCL
注：FOB:秘鲁港口离岸价、FCL:集装箱装运。

FM Comments:

RMB Market: CFO measures cash trend of China fishmeal could be keeping quietly flat at recent RMB12,500/ton till IMARPE points out official fishing quota for 1^st anchovy season of 2022. However, high-rising fuel expenses and cargoes arrangements would measurably top up USD quotes for shipments from westerners to China in basic. But, the lockdown and the reducing breeding activities in Shanghai with its neighbored areas would further slowing down fishmeal consumptions during Q2 and Q3.

II. Animal Protein/Grain Sections

肉骨粉参考价格（人民币／吨） Meat and Bone meal Price Ideas (RMB/mt)
产地 Origin	蛋白 Protein	周数 Wk #14	周数 Wk #13	船期 Shipment	周变化 Changes
乌拉圭, 散装／牛 Uruguay, Beef Bulk	45-47%	5,500	5,500	06 2022	--
澳大利亚，散装／牛 Australia, beef Bulk	50%	5,400	5,400	05 2022	--
此价格每周更新非实盘仅供参考 Price is updated weekly just an indication for reference only

Soybean Meal

Updated: 13/Apr/2022				Unit: RMB/mt
China Soybean Meal Market Future Price
Contract Period	Today’s Price	1 weeks ago	2 week ago	3 weeks ago
May 2022	4,040	3,925	4,260	4,277
September 2022	3,939	3,856	4,160	4,110
January 2023	3,658	3,606	3,858	3,800