Analysis on the market trend of red fish meal in the near future

Introduction: 1 Peru is similar to the past two weeks Due to the current ban period, the capture volume of the whole Peruvian sea area is only 32000 tons, 2000 tons less than that of last week's 34000 tons, down 6% Although the southern ports Atico, planchada, maollendo and LLO are not in the prohibited fishing area, they have only 200 tons of catch this week This week saw an increase of 14100 tons or 79% compared with 17900 tons in the same period last year; so far, Peru has caught 6017400 tons of fish, a decrease of 1042400 tons or 15% compared with 7059800 tons last year 2 There was basically no big change in Peru's price market last week The cash transaction price rose from $460 / ton (FAS) to $470 / ton (FAS) It is said that the price quoted by some manufacturers after lifting the ban in late November or early December is $450 / ton (FAS), which is still $20 / ton lower than the current price It is said that German buyers bought about 18000 tons of goods in November or December after lifting the ban 3 On the evening of August 9, a Peruvian supplier conducted a public bidding for 3500 tons of fish meal A Hong Kong fish meal merchant won the bid at a high price of $482 / ton If calculated according to this price, the U.S dollar price of C & F will be as high as $535 / ton, and the import cost of RMB may be as high as ￥ 4700 / ton or above It is said that the current price of fish meal shipped from August to September is $535 / ton (C & F) Due to the shipment from August to September, the time for the goods to arrive at the Chinese port is likely to be later than October, when facing the lifting of the ban on fishing in Peru, the price in the foreign market may fall, while the domestic demand for fish meal in winter may fall, and the price may also change Generally speaking, the buyer thinks that the risk is large and does not dare to buy It is understood that since August 1, the import of fish meal still needs to pay value-added tax deposit, and the spot price of Peru has risen again, and the price of the domestic fish meal market has shown an obvious upward trend It is reported that on August 10, the port price of Peru's fish meal in Tianjin was ￥ 4750-4800 / ton, while that in Shanghai and Guangzhou was ￥ 4700 / ton Some suppliers with goods even suspended their offers, waiting for the domestic market to rise further.