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IFFO reports that global fishmeal production fell sharply in the first quarter of 2026, with March output down 38% year on year and cumulative output down 28%. Fish oil fell 12%, showing more resilience, and China's fishmeal demand has not yet seen its usual seasonal rebound.
Lower fishmeal supply from Peru and weak early Chinese restocking keep the protein market tight. Fishmeal prices are likely to stay firm, supporting soymeal demand as a substitute.
历史可比事件尚不足,暂无法给出历史解读。
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%。
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。