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IFFO data show global fishmeal output fell 38% year on year in March 2026, and first-quarter production was down 28% versus 2025. Fish oil output declined less, down 12% over the first quarter.
Peru's anchovy quota and China's muted seasonal demand are cited as key factors.
Sharply lower fishmeal supply from Peru, which produces about 20% of global output in a typical year, tightens the protein market. Buyers should expect firmer fishmeal prices and more substitution toward soymeal.
在过去 414 次看涨的报告事件之后,豆粕 在 5 个交易日内中位数变动 -0.1%(48% 上涨;中间一半区间为 -2.1% 至 +2.3%),20 个交易日内为 +0.3%。
历史可比事件尚不足,暂无法给出历史解读。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。