据新华社消息，就中方向日方通报暂停进口日本水产品，外交部发言人毛宁19日在例行记者会上表示，日方 此前承诺履行输华水产品的监管责任，保障产品质量安全，这是日本水产品输华的先决条件。但是，日方目 前未能提供所承诺的技术材料。近期，由于日本首相高市早苗倒行逆施，在台湾等重大问题上的错误言论引 起中国民众的强烈公愤。"当前形势下，即使日本水产品向中国出口也不会有市场。" 中国此前一直是日本农林水产品的最大出口市场。但自2023年福岛核电站"排污入海"以来，这一局面已然发 生了重大改变。 日本扇贝去年对华零出口 据日本农林水产省的数据，2022年日本农林水产品与食品的出口额达到1.4万亿日元（约合人民币735亿 元）。从出口目的地来看，中国市场贡献了最大消费力，增长达到25.2%，增至2783亿日元。扇贝、海参等海 产品以及日本烧酒、威士忌、饮料等，均为出口至中国市场的主要产品。 2024年日本农林水产品对华出口额减少29%，至1681亿日元，连续两年下降。就水产品而言，当年日本对华 出口额仅为约61亿日元，与2022年（871亿日元）相比跌幅超90%。昔日扇贝等"主力产品"受到的冲击尤为显 著。其中，日本扇贝对中国 ...

Core Insights - Zhanjiang is recognized as a "national core production area" for shrimp, showcasing its strong industry foundation and capabilities in both farming and processing [3][12][13] Industry Overview - The shrimp farming volume in Zhanjiang is projected to account for over 40% of the national total in 2024, with the South American white shrimp production reaching 612,000 tons, representing a significant portion of Zhanjiang's total marine aquaculture output of approximately 748,400 tons [13][14] - Zhanjiang's local processing capacity exceeds 300,000 tons annually, with shrimp paste processing holding nearly 60% of the national market share, and deep-processed products from South American white shrimp capturing 70%-80% of the market [15][16] Supply Chain and Logistics - The company, Quanjian Jicai, is positioning itself as a global digitalized seafood service platform, integrating international trade, processing, warehousing, logistics, and sales into a comprehensive service [6][7][10] - Quanjian Jicai's global trade network has a total trade volume exceeding 24 billion yuan, with significant trade amounts of 16 billion yuan with Ecuador and 8 billion yuan with India [11][12] Infrastructure Development - A major cold chain logistics park project is set to begin construction in November 2023, with a total investment of 920 million yuan and a planned completion date in December 2026 [19][21] - The logistics park aims to create a public service platform with lower cold storage fees compared to the costs of transporting agricultural and marine products to other domestic markets, enhancing Zhanjiang's strategic position as a key hub for agricultural and marine product imports and exports [23][25]

Core Viewpoint - During the National Day and Mid-Autumn Festival holiday, the "China Shrimp Valley" in Qianjiang City, Hubei Province, experienced a peak in sales, with a daily trading volume of nearly 300 tons of fresh crayfish being distributed nationwide [1][3]. Group 1 - "China Shrimp Valley" is the largest crayfish trading center in the country, facilitating a significant volume of transactions during the holiday period [1]. - The trading activities began early in the morning, with merchants busy sorting and packaging fresh crayfish to ensure timely delivery to consumers [3]. - Cold chain logistics operated at full capacity to guarantee the freshness of the crayfish during transportation, with staff working diligently to process a large number of orders [5].

Core Insights - The conference emphasized that true internationalization involves deep integration and co-creation with local markets rather than mere replication [2] - The shift from competing on price and scale to focusing on innovation, value, and brand is essential for future growth [2][4] - Innovation is now a critical necessity for survival and development, rather than an optional strategy [4] Investment and Market Expansion - In 2024, Guangdong enterprises established over 1,900 non-financial companies abroad, with actual investments exceeding $21 billion [3] - Guangdong's foreign trade has ranked first in China for 36 consecutive years, with a record total import and export value in the first eight months of this year [3] Innovation as a Driving Force - Innovation is recognized as the core driver for Guangdong businesses transitioning from "going out" to "going in" [4] - Companies are encouraged to increase R&D investments in cutting-edge fields such as AI, new information technology, biomedicine, new materials, and high-end equipment [5] Collaborative Strategies for Internationalization - The transformation of Guangdong businesses includes moving from individual efforts to collaborative ecosystems, enhancing overall competitiveness in international markets [9] - Companies are advised to diversify supply chains and utilize financial tools to mitigate risks associated with international trade [8] Green and Digital Transformation - AI and digitalization are seen as essential tools for enhancing efficiency and restructuring global operations, while green and low-carbon initiatives are becoming the new standard in international markets [11] - The establishment of a mutual recognition mechanism for carbon footprint and ESG certification between Guangdong and Hong Kong is proposed to facilitate access to European markets [11][12]

Core Insights - The city of Maoming has reported a strong growth in tilapia production and exports in the first half of the year, with a production volume of 144,800 tons, representing a year-on-year increase of 7.12% [1] - The export volume of tilapia and its products reached 49,000 tons, showing a significant year-on-year growth of 28.7%, with the total export value increasing by over 20% [1] Group 1: Production and Export Statistics - Maoming is recognized as the "Tilapia Capital of China," with a tilapia farming history dating back to the late 1950s [1] - The city has become the largest freshwater tilapia production base globally, with a farming area exceeding 260,000 acres and an annual production capacity of approximately 280,000 tons, accounting for one-seventh of China's total [1] - The annual export volume exceeds 100,000 tons, with an export value surpassing 2.4 billion RMB [1] Group 2: Industry Development and Infrastructure - To meet the raw material demands of tilapia processing and export companies, Maoming has increased the area of tilapia farming to nearly 190,000 acres and established two provincial-level agricultural product export demonstration bases [2] - Products such as tilapia fillets and frozen fish are exported to over 20 countries and regions, including the United States, Russia, Canada, and Africa [2]

Core Insights - The increasing health awareness among consumers is driving the demand for kelp, which is rich in iodine, dietary fiber, and trace elements, leading to its popularity as a low-calorie, high-nutrition food option [1][4] - The market potential for kelp is significant, with a projected demand of 231,300 tons in China by 2024, translating to a per capita demand of 0.16 kg [1][4] - The production of kelp in 2024 is also expected to reach 231,300 tons, with Liaoning province contributing 76.92% and Shandong province 22.73% of the total production [1][4] Market Overview - Kelp (scientific name: Undaria pinnatifida) is a large brown algae known for its high nutritional and medicinal value, commonly referred to as "sea vegetable" in Western countries [2][3] - The algae can be consumed directly or processed into various products such as dried, ready-to-eat, and seasoning products, catering to diverse consumer needs [1][3] Market Policies - The Chinese government has implemented several policies to support the development of the aquatic product industry, including kelp, which provides guidance and resources for industry growth [3][4] Industry Structure - The kelp industry consists of upstream activities (cultivation, harvesting, processing equipment, packaging), midstream processing (initial and deep processing), and downstream sales channels (supermarkets, e-commerce, etc.) [5][6] Production and Export Data - The area for kelp cultivation in China is projected to reach 10,962 hectares in 2024, marking a 1% increase year-on-year, ensuring a steady supply of raw materials for the industry [7] - In the first half of 2025, China exported 11.42 tons of dried kelp, generating an export value of $86,900, with an average export price of $7,600 per ton [8] Competitive Landscape - The kelp industry in China is characterized by a large number of small-scale enterprises, with major players including Gais Food Co., Ltd. and Dalian Haibao Food Co., Ltd., primarily located in resource-rich provinces like Liaoning and Shandong [9][10] - Gais Food Co., Ltd. reported a total revenue of 270 million yuan in the first half of 2025, with 39.19% of this revenue coming from its algae business [10] - Dalian Haibao Food Co., Ltd. achieved a revenue of 103 million yuan in the same period, with a gross margin of 34.46% [10] Development Trends - Consumer demand for kelp products is expected to diversify, with an increasing market share for ready-to-eat foods, nutritional extracts, and health supplements [11] - The global market for kelp is anticipated to expand, with rising international demand and increasing domestic awareness of kelp's health benefits [11]

Core Viewpoint - Guolian Aquatic's half-year report for 2025 indicates a revenue of 1.651 billion yuan, facing challenges from international tariff policies, domestic consumption weakness, and low shrimp prices, while actively responding through strategic adjustments and refined management [1] Group 1: Financial Performance - In the first half of 2025, Guolian Aquatic achieved a revenue of 1.651 billion yuan, with international business revenue and profit growing over 50% year-on-year [1] - The company successfully expanded into new markets in Eastern Europe and South Korea, establishing overseas OEM factories [1] Group 2: Strategic Adjustments - The company is focusing on resource integration and business structure adjustment to prepare for future industry recovery and policy benefits [1] - Guolian Aquatic is enhancing its international marketing competitiveness, significantly increasing performance through global procurement advantages and deep processing capabilities [2] Group 3: Production and Management - The company is promoting refined management and cost reduction in its three major factories, implementing automation technology upgrades and optimizing processes [2] - Advanced equipment such as color sorting machines and ion chromatography instruments have been introduced to improve automation levels and quality control standards [2] Group 4: Strategic Partnerships - In July 2025, Guolian Aquatic announced a strategic investment from Zhanjiang Ocean No.1 Industry Development Investment Fund, marking a significant milestone for local state-owned capital empowering leading marine economy enterprises [2] - The partnership with Yum China at the China International Supply Chain Promotion Expo aims to shift the focus of previously exported high-quality tilapia products to the domestic market [2][3] Group 5: Market Focus - The company is concentrating on the domestic market and high-growth sectors such as marine food, while actively exploring emerging markets along the Belt and Road Initiative [3] - The collaboration with Yum China is seen as a key step in building a "dual circulation" model of external sales and domestic demand [3]

Core Insights - Fujian Province is a major seafood export region in China, with strong growth in shrimp and its products, accounting for a significant share of the province's seafood exports [1] Export Performance - In the first seven months, Fujian Province exported shrimp and its products worth 5.47 billion yuan, representing a year-on-year growth of 18.3%, leading the nation in export scale [1] - The main export market for Fujian's shrimp products is Asia, which accounts for 71.2% of the total export value during the same period [1] - Exports to ASEAN countries reached 2.44 billion yuan, making up 44.5% of the total shrimp exports from Fujian [1] - Mexico is the largest single market outside Asia, with exports amounting to 820 million yuan, which is 15% of the total shrimp exports from Fujian [1] Product Composition - The majority of exports are shrimp products, totaling 5.14 billion yuan, with a growth rate of 19.1%, constituting 93.9% of the total shrimp and its products exported [1] - Private enterprises are the main contributors to the export of shrimp and its products, exporting 5.43 billion yuan, which is a growth of 25.8% and accounts for 99.2% of the total exports [1]

Core Viewpoint - Indonesia's shrimp exports in the first half of the year reached 105,259 tons, marking a 13% year-on-year increase, driven by rising prices of the Pacific white shrimp, with export value hitting $889 million, a 23% increase year-on-year [1] Export Performance - The top five markets for Indonesian shrimp exports are the United States, Japan, China, the European Union, and Canada [1] - The United States imported 69,653 tons, a 12% increase year-on-year [1] - Japan's imports reached 15,982 tons, reflecting a 5% year-on-year growth [1] - China imported 5,864 tons, showing a 19% increase year-on-year [1] - The European Union imported 4,904 tons, with a significant 58% year-on-year increase [1] - Canada saw imports of 2,247 tons, a remarkable 94% increase year-on-year, albeit from a smaller base [1] Product Categories - The main product, Pacific white shrimp, had an export volume of 50,862 tons, representing a 20% year-on-year increase [1] - Exports of cooked and processed shrimp products reached 30,280 tons, marking a 33% year-on-year increase, indicating a growing appeal of Indonesia's deep-processed shrimp products [1] - In contrast, exports of tiger shrimp continued to decline, with a volume of 4,034 tons, down 19% year-on-year [1]

Core Viewpoint - The collaboration between Guolian Aquatic Products and Yum China aims to shift the focus of tilapia from export to domestic sales, thereby stimulating new momentum in the domestic market [4][19][20]. Group 1: Partnership and Strategy - Guolian Aquatic Products and Yum China signed a procurement cooperation agreement for tilapia, leveraging their strengths in quality control and digital supply chain management [4][5][14]. - This partnership is a response to the national strategy of promoting high-quality exports to domestic sales, showcasing a strong alliance between two industry leaders [18][19][27]. - The collaboration aims to create a dual circulation model that effectively mitigates risks associated with reliance on a single market [27][28]. Group 2: Market Impact and Economic Contribution - The initiative is expected to enhance the domestic consumption of high-quality tilapia, contributing to the construction of a new development pattern that emphasizes domestic circulation [20][29]. - By converting export-quality products to meet domestic demand, the partnership is anticipated to stabilize prices for farmers and support the livelihoods of thousands of aquaculture practitioners [36][44]. - The shift to domestic sales is seen as a sustainable development strategy that not only opens new market opportunities but also promotes rural employment and increases farmers' incomes [48][55]. Group 3: Quality Assurance and Product Development - Guolian Aquatic Products will ensure the quality of tilapia through its established international quality control system, aiming to transform export standards into benchmarks for domestic sales [50][52]. - The collaboration will also focus on product innovation and development, enhancing the competitiveness of domestic seafood products [23][25]. - The integration of tilapia into Yum China's extensive network of over 16,000 stores will facilitate the introduction of high-quality seafood to a broader consumer base [13][19].