In the main tilapia producing areas in southern China, prices have shown a differentiated trend, forming a pattern of "Guangxi up, Guangdong down, Hainan stable".
Although the recovery of U.S. orders has driven price increases in some regions, the approaching peak listing period combined with the shortage of fry supply has left the industry facing multiple challenges.
Guangxi: The purchase price of 500-800g raw material fish rose to 8.6 yuan/kg, up 0.3 yuan week on week. Due to the prominent shortage of raw materials, some processing plants were forced to increase purchase prices.
Guangdong: The price of the same specification fish slightly decreased by 0.1 yuan to 8.4 yuan/kg. With sufficient local supply, enterprises have not followed up with price adjustments for the time being.
Hainan: Prices remained flat at 8.2 yuan/kg, and the increase in orders from the U.S. market has driven up raw material purchases.
As the southern region enters the high-temperature season, the growth rate of tilapia has accelerated, and farmers are about to concentrate on fish sales. Insiders pointed out: "The current fish prices can still guarantee the income of farmers, but there has been a gap in fry supply."
Fry enterprises including Guangdong Haimao are facing insufficient production capacity, which may affect the subsequent farming cycle.
In the short term, the game between export demand and raw material supply will continue to dominate price trends. Processing enterprises need to balance the allocation of international orders and domestic production capacity, while the shortage of fry may further push up farming costs.
The industry is calling for increased investment in fry research and development to address the challenges of long-term supply chain stability.
