2024年中国松茸出口现状分析报告

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Opinions - The export volume of Chinese matsutake mushrooms showed a fluctuating downward trend from 2015 to 2023, with a rebound in 2023, reaching 656.02 tons, a year-on-year increase of 20.15% [3][6][12] - The average export price of matsutake mushrooms peaked at 63.11 USD/kg in 2022 but fell to 48.87 USD/kg in 2023, with a significant drop to 22.01 USD/kg in the first five months of 2024 [3][9][30] - The majority of exports occur in the second half of the year, with 90.52% of the total export volume in 2023 concentrated in that period [3][10][12] - Fresh or refrigerated matsutake mushrooms accounted for 62.99% of the total export volume in 2023, indicating a shift in export product composition [3][17] - Japan and South Korea are the primary export markets, with Japan receiving 66.35% of the total export volume in 2023 [3][21][22] - Yunnan and Sichuan are the main export bases, with Yunnan accounting for 60.63% of the total export volume in 2023 [3][26][27] Summary by Sections Export Scale - Export volume reached 656.02 tons in 2023, a 20.15% increase year-on-year, while the export amount was 32.0592 million USD, the lowest in recent years [3][6][7][12] - The highest export volume was in 2016 at 1502.61 tons, while the lowest was in 2022 at 546.02 tons [3][6] Export Price - The average export price peaked at 63.11 USD/kg in 2022, then dropped to 48.87 USD/kg in 2023, and further decreased to 22.01 USD/kg in early 2024 [3][9][30] Export Timing - Exports are primarily concentrated in the second half of the year, with 90.52% of the total export volume occurring in that period in 2023 [3][10][12] Export Products - Fresh or refrigerated matsutake mushrooms made up 62.99% of the total export volume in 2023, indicating a significant market preference [3][17] Export Markets - Japan and South Korea are the main markets, with Japan accounting for 66.35% of the export volume and 76.18% of the export value in 2023 [3][21][22] Export Bases - Yunnan and Sichuan are the primary export bases, with Yunnan contributing 60.63% of the total export volume in 2023 [3][26][27]