“一带一路”俄罗斯棕榈粕市场发展环境及投资建议评估预测报告（2025版）

Core Insights - The article highlights the significant growth opportunities for palm meal as a key component in the "reduction of soybean meal" policy, driven by its nutritional advantages and the increasing demand in livestock farming [2][3]. Industry Overview - The "Three-Year Action Plan for Reducing Soybean Meal" mandates that by 2025, the proportion of soybean meal in feed must drop below 13%, a decrease of 1.5 percentage points from 14.5% in 2022, which directly promotes the large-scale application of palm meal in pig production [3]. - The market size for palm meal is projected to reach 1.652 billion yuan in 2024, with the ruminant feed sector leading at 36.89% market share, followed by poultry and pig feed at 25.83% and 22.22%, respectively [3]. Demand and Supply Dynamics - Domestic demand for palm meal reached 1.4738 million tons in 2023, but is expected to decline to 936,100 tons in 2024 due to import fluctuations. However, the application of microbial fermentation technology has increased the value per ton to 1,765 yuan, stabilizing the industry size at 1.652 billion yuan [3][5]. - Malaysia dominates global palm meal supply with a 67% market share, while China is expected to import 494,300 tons from Indonesia (52.8% share) and 441,800 tons from Malaysia (47.2% share) in 2024, with an average import price of 160.2 USD/ton, down 11.88% from the previous year [3][5]. Competitive Landscape - The industry exhibits a characteristic of "import dependence and increasing concentration," with over 80% reliance on imports due to domestic climate and land conditions. Leading companies like Shandong Xinwang Feed and Nantong Hualiang Group leverage technological innovations to dominate the market [5]. - The concentration ratio (CR4) in the industry has reached 65%, an increase of 18 percentage points over the past three years, indicating the competitive advantage of large-scale enterprises [5]. Technological Innovations - Current research focuses on optimizing fermentation processes and degrading anti-nutritional factors, with high-temperature and high-pressure explosion technology improving digestibility by 20%. The proportion of fermented palm meal in livestock and aquaculture has increased from 15% to 25% [5]. - Experts predict that by 2025, the addition of palm meal in ruminant feed could exceed 40%, potentially driving the industry size beyond 2 billion yuan [5]. Environmental Considerations - The environmental value of palm meal is increasingly recognized under the "dual carbon" goals, with each ton of soybean meal replaced reducing CO2 emissions by 0.8 tons, aligning with the trend of green farming [5]. - Plans for expanding palm cultivation in Southeast Asia and breakthroughs in domestic pre-treatment technologies are expected to lower import costs and enhance biological utilization [5]. Emerging Opportunities - The industry is exploring new applications for palm meal in pet food and organic fertilizers, which could open up new growth avenues [5].