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IFFO data show cumulative fishmeal production through March 2025 rose about 29% year over year, and fish oil output rose 34%, mainly driven by Peru. China's fishing bans began May 1, and farm-gate prices for high fishmeal-need species exceed year-ago levels.
Stronger Peruvian supply eases fishmeal tightness, but Chinese fishing bans and expected aquaculture and piglet demand support prices until the August-September season. Net effect is mixed for fishmeal pricing.
历史可比事件尚不足,暂无法给出历史解读。
在过去 250 次中性的报告事件之后,豆粕 在 5 个交易日内中位数变动 -0.1%(49% 上涨;中间一半区间为 -1.6% 至 +1.7%),20 个交易日内为 +0.4%。
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。