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22 Nov 2024

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Cash trend of China fishmeal has been keeping strong at the range of RMB18,900/ton at Shanghai port during the week. Though there’s a slightly reducing by RMB100/ton at China cash market, the entire inventory stockpiled at ports is still shown a little increment after the receipt of cargoes shipped from other resources. Under such uncertain fishmeal supply from Peru during this summer, Chinese fishmeal users would look forward to domestic fishing with its productions since September.

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 Week32	周数 Week33	环比变化 Changes
大连	SD68% 超级	19000	18900	-100
大连	SD65%普通	17500	17400	-100
天津	SD68% 超级	19000	19000	0
天津	SD65%普通	17500	17500	0
上海	SD68% 超级	19000	18900	-100
上海	SD65%普通	17500	17400	-100
黄埔	SD68% 超级	19000	18900	-100
黄埔	SD65%普通	17500	17400	-100

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 Ports	Wk #33			Wk #32
港口 Ports	本周 Current Stock	出库量 Off Take	入库量 Weekly Arrival	上周 Previous Stock
上海Shanghai	26110	6380	8000	24490
黄埔Huangpu	74590	16520	21000	70110
天津 Tianjin	300	70	0	370
大连Dalian	7190	890	300	7780
其他Other	33250	2690	1800	34140
合计Total Qty	141440	26550	31100	136890
上周鱼粉出库量 Total FM sold/off-take from ports warehouse previous week:				28490
来源: 饲料在线港口代表统计 Sources: CFO Port Agents

China Domestic Fishmeal

Updated: 21/Aug/2023			Unit: RMB／mt
国产鱼粉报价 Local Produced Fishmeal Price
Region	Quality	Wk #33	Wk #32
Zhejiang	63% / TVN 150 (semi-defatted)	17,300	17,300
Zhejiang	65% / TVN 150 (semi-defatted)	18,000	18,000
Shandong	65% / TVN 100 (semi-defatted)	17,800	17,800

White Fishmeal

Updated: 21/Aug/2023			Unit: RMB/mt
白鱼粉报价White Fishmeal Price Report
Brand/Origin	Wk #33	Wk #32	Changes
American Seafood	19,000	19,000	--
Russian WFM-60%-high pro	17,500	17,500	--
- 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 #33	条款Terms
粗制水产级散装	Crude (Aqua grade) in Bulk	5500-5600	FOB PI
粗制水产级桶装	Crude(Aqua grade) in Drums	-	FOB FCL
粗制水产级液体袋装	Crude(Aqua grade) in Flexi tank	-	FOB FCL
粗制欧米茄3 桶装	Crude (Omega-3) in Drums	8000-8100	FOB FCL
注：FOB:秘鲁港口离岸价、FCL:集装箱装运。

FM Comments: Chinese fishmeal users are looking forward domestic fishing with its fishmeal productions since September to go through the season where is surely lack of shipments came from Peru. Though there’s a highly expectation on next anchovy season, Chinese fishmeal industry would step into substitutions properly to get rid of further risky at lack of fishmeal supply in a longer term.

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 #33	周数 Wk #32	船期 Shipment	周变化 Changes
乌拉圭, 散装/牛 Uruguay, Beef Bulk	45-47%	6,000	6,000	10 2023	--
澳大利亚, 散装/牛 Australia, beef Bulk	48%	6,000	6,000	09 2023	--
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: 21/Aug/2023				Unit: RMB/mt
China Soybean Meal Future Market Price
Contract Period	Today Price	1 weeks ago	2 weeks ago	3 weeks ago
Sep 2023	4,957	4,509	4,372	4,253
Jan 2024	4,088	3,883	3,770	3,823
May 2024	3,548	3,420	3,292	3,308