"投资喀麦隆"网站11月24日报道，在2024年喀麦隆经济竞争力报告中提及的十个主要国家——意大 利、荷兰、孟加拉国、乍得、西班牙、越南、马来西亚、中非共和国、印度尼西亚和加蓬中，有三个国 家尤为突出，成为喀麦隆可可豆的主要进口国。它们分别是荷兰、马来西亚和印度尼西亚。对上述报告 数据的分析揭示了可可及其制品的销售在喀麦隆与这三个国家的贸易顺差中所占的重要地位。举例来 说，可可及其制品占印度尼西亚从喀麦隆进口总额的84%，在荷兰的这一比例为72%，在马来西亚为 68%。 （原标题：喀麦隆凭借可可豆在与荷兰、马来西亚和印度尼西亚的贸易中呈现顺差） ...

Core Viewpoint - The cocoa market has experienced a dramatic collapse after two years of strong growth, with prices dropping to $5,997.59 per ton, a staggering 58% decline from the historical high in April 2024 [1] Group 1: Market Dynamics - The decline in cocoa prices is attributed to weakened demand and improved supply conditions [1] - Global cocoa grinding volumes are expected to decrease year-on-year in Q2 2025, with Europe down 7.2%, Asia down 16%, and North America down 2.8%, indicating significant demand loss in major consuming regions [1] - The International Cocoa Organization (ICCO) unexpectedly forecasts a global cocoa surplus of 142,000 tons for the 2024-2025 season, contrasting sharply with three consecutive years of supply shortages [1] Group 2: Supply Factors - Weather conditions in West Africa, which accounts for over 70% of global cocoa supply, have improved, and strategic price adjustments have stabilized production [1] - Côte d'Ivoire and Ghana have raised farm delivery prices for producers, potentially stimulating an increase in cocoa supply in Q4 [1] Group 3: Future Outlook - Analysts predict that cocoa prices will fluctuate between $5,500 and $6,500 per ton in the near term [1] - Factors such as weather impacts, political instability in producing regions, pest outbreaks, or the El Niño phenomenon could quickly reverse the current trend [1] - Industry observers are also monitoring Ecuador's rise as a major exporter, which may challenge Ghana's position as the world's second-largest producer [1]

Group 1 - The Ghana Cocoa Board has paid 20 billion cedis in interest to investors participating in the cocoa bond restructuring plan [1] - The restructuring involves converting existing notes into bonds, primarily affecting commercial banks, aimed at debt repayment and financial strengthening [1] - Market analysis suggests that this move will enhance the Cocoa Board's financing capacity and credit rating, facilitating cocoa procurement for the new production season [1] Group 2 - The Central Bank Governor indicated that the Cocoa Board is expected to secure a cash inflow of 4 billion USD through new pre-sale agreements for cocoa procurement and currency stabilization [1]

Core Insights - Côte d'Ivoire exported 1.613 million tons of cocoa beans by the end of June 2025, representing a year-on-year increase of 1.1% [1] - The International Cocoa Organization (ICCO) raised concerns about the accuracy of the export data, suggesting potential issues with weight measurement or double counting [1] - Cocoa production in Côte d'Ivoire significantly influences global market price fluctuations, with prices experiencing an 8% increase in early June before a subsequent decline due to adverse weather conditions [1] Market Dynamics - Cocoa market prices surged to $9,245 per ton in London and $10,175 per ton in New York in early June [1] - Following strong rainfall, market sentiment shifted, leading to a price drop of 16% in London and 18% in New York by mid-June [1] - By the end of June, market concerns regarding potential cocoa bean production declines eased, resulting in a recovery in prices [1] Industry Position - Côte d'Ivoire is the world's largest cocoa producer, accounting for approximately 40% of global cocoa production [2]

清晨，喀麦隆西南大区昆巴城郊外的薄雾尚未散尽，大片的可可林泛着油绿的光泽，树上挂着饱满的果 实，一派丰收景象。60岁的恩孔德·马蒂亚斯赤脚踩在湿漉漉的可可地上，他用弯刀精准划开一枚流着 蜜汁的可可果荚，暗红果肉包裹的淡紫色豆粒泛着晶莹光泽，"这是能酿出天鹅绒质感的'克里奥罗'， 欧洲巧克力匠人的心头好。" 在喀麦隆这片被赤道阳光偏爱的土地上，每一棵可可树都隐藏着"财富密码"。喀麦隆的可可种植面积约 为42.5万公顷，大致分布在中部和南部的7个热带雨林地区。马蒂亚斯向记者介绍，一棵可可树需生长4 年才能结果，每年可产60至70枚果荚，每枚果荚含20至50颗豆粒，而仅仅制作1磅（1磅约合453.6克） 的巧克力，就需要400颗干豆。算下来，一棵树一年产下的可可豆才能制成3—9磅的巧克力。 根据国际可可组织的报告，喀麦隆的可可以"佛拉斯特罗"品种为主，占比超80%，其豆粒饱满、苦味浓 烈，还具有抗病性强、产量高等优势，是主流商业品种，适合工业化生产。而马蒂亚斯种植的"克里奥 罗"品种稀有、产量低，占喀麦隆可可总产量的5%，但其风味独特、香气浓郁，是欧洲高端巧克力商的 竞购对象。 地处西非的喀麦隆是全球第四大可可出口 ...

地处西非的喀麦隆是全球第四大可可出口国。可可果内藏香醇的可可豆，是制作巧克力的原料。国际可 可组织去年发布的市场报告显示，喀麦隆出口生可可豆超过18万吨，占全球市场约7.6%。喀麦隆经济 部官员阿兰·阿卜杜拉希日前表示，2024年可可及其衍生产品占喀麦隆出口收入的20%以上，超过1万亿 中非法郎（1美元约合569中非法郎）。近几年，喀麦隆可可豆在国际市场上的销售价格不断上涨。根据 喀麦隆国家可可与咖啡办公室的目标，喀麦隆将力争在2024—2025产季将可可产量提升至28.46万吨。 该国正采取多种举措扩大可可树种植面积，发展深加工产业，打造可可品牌知名度，开拓更广阔的国际 市场。 支撑数百万农户生计 清晨，喀麦隆西南大区昆巴城郊外的薄雾尚未散尽，大片的可可林泛着油绿的光泽，树上挂着饱满的果 实，一派丰收景象。60岁的恩孔德·马蒂亚斯赤脚踩在湿漉漉的可可地上，他用弯刀精准划开一枚流着 蜜汁的可可果荚，暗红果肉包裹的淡紫色豆粒泛着晶莹光泽，"这是能酿出天鹅绒质感的'克里奥罗'， 欧洲巧克力匠人的心头好。" 喀麦隆政府还实施一系列可可产业支持举措，例如，将农场收购的可可价提高30%，调动农户种植积极 性；通过"可可 ...