三菱商事将成为世界第2大三文鱼养殖企业

Core Viewpoint - Mitsubishi Corporation plans to acquire three salmon farming companies from Grieg Seafood, increasing its annual salmon production from approximately 200,000 tons to 250,000 tons, elevating its global ranking from 4th to 2nd [1][3]. Group 1: Acquisition Details - The acquisition involves a total cost of approximately 10 billion Norwegian Krone (around 7 billion RMB), including inherited debts [1]. - The targeted farming operations are located in three regions: northern Norway and the east and west coasts of Canada [3]. - Mitsubishi aims to increase production efficiency, targeting an annual output of 280,000 tons by the fiscal year 2027 [3]. Group 2: Market Context and Demand - Global demand for salmon is expanding due to its low feed requirements and environmental impact compared to other protein sources [1][4]. - The global salmon market is projected to reach a size of $49.3 billion by 2029, which is 1.5 times that of 2024 [4]. - Salmon is increasingly viewed as a substitute for beef and pork, with rising demand in developed countries due to health consciousness and the popularity of Japanese cuisine [4]. Group 3: Financial Projections - The net profit from the acquired businesses is expected to exceed 10 billion yen by the fiscal year 2027 [4]. - The overall net profit target for the entire aquaculture business, centered around Cermaq, is projected to be over 40 billion yen in 2027, approximately 2.9 times that of 2024 [4]. Group 4: Industry Challenges - The salmon farming industry faces challenges such as price volatility and diseases, which can lead to significant fluctuations in production [7]. - Despite these challenges, the demand for Atlantic salmon has led to a tripling of farming prices over the past 20 years [7]. - Mitsubishi Corporation plans to implement measures to stabilize production, including the introduction of laser equipment to eliminate parasites [7].