茂名罗非鱼塘头价跌破4元/斤，亏本潮来临？

Core Viewpoint - The price of tilapia in Maoming has dropped below 4 yuan per kilogram, leading to concerns about potential losses for farmers as their production costs are around 4 yuan per kilogram [2][4][5]. Price Trends - As of June 24, the price for tilapia over one kilogram has fallen to 3.9 yuan per kilogram, down from a peak of 4.4 yuan per kilogram in mid-May [2][8][11]. - The price had previously increased from a low of 3.6 yuan per kilogram in mid-April due to temporary relief from U.S. tariffs, but this increase was short-lived [8][10][11]. Impact of Tariffs - The temporary suspension of tariffs on tilapia imports from China was implemented on May 14, which briefly boosted prices [7][8]. - However, as the tariff relief period approaches its end, orders for tilapia to the U.S. have significantly decreased, impacting prices negatively [15][18]. Supply and Demand Dynamics - The supply-demand relationship is affecting tilapia prices, with reports indicating that processing plants are only purchasing as much as they need, reflecting a tight supply situation [22][23]. - The current market conditions suggest that prices may continue to decline, with expectations of a further drop of 0.05 yuan per kilogram by June 26 [28]. Future Outlook - The year 2024 is anticipated to be a strong year for the tilapia industry, with significant sales expected from fish that were stocked in late 2022 [24][26]. - The growth of tilapia is expected to accelerate as water temperatures rise, which could influence future supply levels [25][26].