每经记者｜祝裕 每经编辑｜文多 日本政府4月13日召开内阁会议正式决定，福岛第一核电站核废水经过滤并稀释后将排入大海。中国外 交部发言人赵立坚4月15日表示：日本一些政客费尽心机想要证明核废水"清白"，那就请他们把核废水 用来饮用、做饭、洗衣服或者灌溉，请他们保证海产品不会被核废水污染。 上述消息也让公众对日本水产品产生关切。 今日（4月15日），针对《每日经济新闻》记者关于"中国不同类型的海产品主要从哪些国家进口，日本 在其中占据多大份额的问题"，中国渔业协会水产商贸分会常务副秘书长袁道亮表示：中国海产品从世 界各地进口，日本不是中国的主要海产品进口来源地。国内老百姓餐桌上消费的海产品大多从非洲、美 洲、东南亚等地进口。国内一般进口日本的秋刀鱼、扇贝，这两种产品中扇贝的量相对多一些。其实扇 贝中国大连等地也有产，而且日本扇贝价格相对较高，所以日本扇贝一般只在中国扇贝淡季的时候被进 口。 封面图片来源：摄图网 ...

据央视新闻，11月19日，就中国向日方通报暂停进口日本水产品问题，外交部发言人毛宁主持例行记者 会。毛宁表示，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，但日方目前未能提供所承诺的技术材料。毛宁强调，近期由于日本首相高市早苗倒行逆施， 在重大问题上发表错误言论，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。 11月19日，第一财经记者采访了多家日本料理店，人均客单价从100元至900元不等，大多数门店工作人 员表示，目前的食材并不是由日本进口的，所以日料店菜品不会受到影响。"比如松叶蟹是俄罗斯进口 的，没有什么日本进口的食材。"浦东新区鸿艺日料的工作人员表示，日本水产品对日料店没有太大影 响。 第一财经记者随后采访部分主要大型连锁超市后了解到，自日本核污染水排放事件后，大部分超市已经 暂停了日本水产品进口，主要是金枪鱼等品类，而三文鱼等水产品则大多数由挪威进口。但经过一段时 间后，恢复了一些日本水产品进口货物，比如扇贝等，但按照目前的情况来看，接下来超市会暂停日本 水产品的进口订购，改为采购本土扇贝等水产品，主要产地在大连等地区。 "日 ...

Core Viewpoint - China has announced a suspension of imports of Japanese seafood products, which is seen as a retaliatory measure against Japan's Prime Minister's remarks regarding Taiwan, further straining Sino-Japanese relations [1][3]. Group 1: Trade Impact - The suspension of Japanese seafood imports follows China's earlier decision to partially resume imports after the Fukushima nuclear water discharge, indicating a volatile trade relationship [3]. - Japanese seafood companies, particularly those reliant on exports to China, are facing significant challenges due to this suspension, which is viewed as a serious incident affecting Japan's export strategy [4]. - A seafood processing company in Hokkaido reported that 25% of its sales come from China, highlighting the economic impact of the import suspension [4]. Group 2: Political Context - The Chinese government has linked the suspension to Japan's failure to uphold its commitments regarding the safety of seafood exports, emphasizing that the political foundation of Sino-Japanese relations has been damaged by recent statements from Japan's leadership [1][4]. - There is an expectation that China's retaliatory measures will continue, with Japanese officials acknowledging the difficulty of normalizing relations in the near future [4][7]. - The Japanese government is attempting to manage the situation with restraint, hoping to avoid further escalation in bilateral relations [3][4]. Group 3: Domestic Reactions - Within Japan, there is growing concern about the economic repercussions of the import suspension, with calls for government action to support affected industries [5][4]. - Some Japanese officials are attributing the Prime Minister's controversial remarks to external pressures, indicating a divide in the political response to the situation [6][8]. - The ongoing tensions have led to a broader discussion about Japan's international standing and its aspirations for a permanent seat on the UN Security Council, with critics questioning Japan's historical accountability [9].

因核污染水事件，日本水产产业一度受挫。日本农林水产省数据显示，2024年上半年，日本农林水产品 和其他食品出口额出现4年来首次下滑，同比降低1.8%，总出口额为7013亿日元（100日元约合5元人民 币）。其中，对中国大陆出口额骤降43.8%，仅为784亿日元，其中海鲜出口额"断崖式"下降92.3%，仅 35亿日元。经过一段时间后，日本水产出口原本在慢慢恢复，近期一批北海道产的冷冻扇贝已经启程运 往中国，日本政府计划于11月进一步向中国出口海参，而如今日本水产品的对华出口又将受挫，日本相 关水产企业将受到直接影响。 日本相关水产企业将受到直接影响。 值得一提的是，11月19日下午，水产板块集体拉升，多只核心个股集体涨停。国联水产（300094.SZ） 午后开盘即封死20%涨停板，獐子岛（002069.SZ）、大湖股份（600257.SH）、中水渔业 （000798.SZ）、开创国际（600097.SH）等多只水产股同步涨停。 第一财经记者随后采访部分主要大型连锁超市后了解到，自日本核污染水排放事件后，大部分超市已经 暂停了日本水产品进口，主要是金枪鱼等品类，而三文鱼等水产品则大多数由挪威进口。但经过一段时 间 ...

| 6.99 | 所属行业:农林牧渔 +0.11% > 查看所属板块 > | | | | | | | --- | --- | --- | --- | --- | --- | --- | | +0.64 +10.08% | 水产 +7.38% 最相关 | | | 白酒 -0.81% | | | | 今 开 | 6.47 最 高 | | 6.99 | 成交量 | 71.9万手 | | | 昨 收 | 最 低 6.35 | | 6.30 | 成交额 | | 4.67亿 | | 市智 | -4460.69 换手率 14.95% 总市值 | | | | | 33.6亿 ▲ | | 涨停分析 | 水产 公司大力发展冰鲜冰冻淡水产品,研 ... > | | | | | | | 分时 | 五日 周Ｋ 月Ｋ 分钟 ▼ | 日K | | | | 0 | | 6.99 | | | 10.08% | 买 卖5 | | 院 0 | | | | | | 卖4 | | 0 | | | | | | 季3 | | 0 | | 1 | | | | 卖2 | | 0 | | | | | | 卖1 | | 0 | | | | | | 三1 | 6. ...

Investment Rating - The industry rating is "Recommended" [3] Core Insights - The report highlights the ongoing challenges in the pork market, with prices experiencing a downward trend, currently at 11.90 CNY/kg, a decrease of 1.18% week-on-week. The market is characterized by a supply-demand tug-of-war, with large-scale pig farms adopting strategies to control supply and increase prices [2][12] - The report emphasizes the importance of the seed industry revitalization action plan, aiming for high-quality development during the 14th Five-Year Plan period, focusing on technological self-reliance and independent control of seed sources [1][11] - The report suggests that the commercialization of genetically modified crops will accelerate, significantly impacting yield improvements and self-sufficiency rates for key varieties [1][11] Summary by Sections Planting Industry Chain - The Ministry of Agriculture and Rural Affairs held a meeting to promote the revitalization of the seed industry, emphasizing the need for high-quality development and technological independence. Key actions include improving seed quality, protecting intellectual property, and enhancing biosecurity measures [1][11] - Recommended companies in the planting sector include Beidahuang and Suqian Agricultural Development, with a focus on leading seed companies like Dabeinong and Longping High-Tech [1][11] Swine Farming - The average price of live pigs is reported at 11.90 CNY/kg, with a notable decrease in losses for self-bred pigs to 114.81 CNY per head and 205.64 CNY for purchased piglets. The industry is still in a loss-making state but is seeing a reduction in losses compared to previous weeks [2][12] - The report anticipates a long-term upward adjustment in domestic pig prices, driven by policy guidance aimed at improving quality and efficiency in the industry [2][12] - Recommended stocks in the swine sector include companies like Muyuan Foods, Wens Foodstuff Group, and DeKang Agriculture [2][12] Key Agricultural Product Data Tracking - Corn: The average price is 2256.27 CNY/ton, up 0.92% week-on-week [25] - Wheat: The average price is 2485.11 CNY/ton, down 0.15% week-on-week [28] - Soybeans: The average price is 4011.58 CNY/ton, up 0.10% week-on-week [40] - Cotton: The average price is 14640.00 CNY/ton, up 0.10% week-on-week [45]

Core Insights - Shandong province is actively developing marine ranching, enhancing its marine fishery industry and contributing to the "blue granary" concept [1] Industry Development - As of now, Shandong has established 139 marine ranches at the provincial level or above, including 71 national-level ranches, accounting for 38% of the total in the country [1] - The province has developed a complete industrial chain from aquaculture, fishing to deep processing [1] Production Goals - In 2024, Shandong aims to achieve a marine product output of 8.25 million tons, with a value-added output exceeding 100 billion yuan, maintaining its leading position in the country [1]

Core Viewpoint - Japan has recently exported a batch of scallops to China, marking the first export of Japanese seafood to China since the import ban was implemented two years ago due to concerns over Fukushima nuclear wastewater [1] Group 1: Japan's Seafood Export - The recent export of scallops to China is significant as it represents a resumption of trade after a two-year ban on Japanese seafood imports [1] - The Chinese government has previously issued announcements regarding the monitoring of Japanese seafood imports, particularly concerning the Fukushima nuclear wastewater [1] Group 2: Regulatory Oversight - China's Ministry of Foreign Affairs emphasized the importance of ongoing international monitoring and independent sampling of Fukushima nuclear wastewater by Japan [1] - The Chinese authorities will continue to enforce strict regulations on Japanese seafood imports to ensure food safety for the public, with immediate action to be taken if any risks are detected [1]

Investment Rating - The industry rating is "Recommended" [3] Core Insights - The pork price center has significantly risen, leading to a notable reduction in industry losses. The average price of live pigs has increased to 12.51 CNY/kg, a week-on-week rise of 7.20% [2][13] - The agricultural sector is expected to maintain a good development momentum, with grain production projected to be high this year, including summer grain production of 299.48 billion jin and early rice production increasing by 6.8 billion jin, a growth of 1.2% [1][12] - The industry is currently in a supply-demand tug-of-war, with large-scale pig farms adopting strategies to control supply and raise prices, while demand is expected to improve with the arrival of warmer weather and the pickling season [2][13] Summary by Sections Planting Industry Chain - The agricultural sector is implementing key policies to support rural economic development, with a focus on achieving food security and enhancing crop yields through biotechnology [1][12] - Major beneficiaries in the planting sector include Beidahuang and Suqian Agricultural Development, while in the seed industry, companies like Dabeinong and Longping High-Tech are highlighted for their competitive advantages [1][12] Pig Farming - The pig farming industry is still experiencing losses, but there has been a significant reduction in losses compared to the previous week, with self-breeding farms reporting an average loss of 89.33 CNY per head, down nearly 100 CNY [2][13] - The industry is expected to undergo a process of capacity reduction, with a focus on improving quality and efficiency, leading to the gradual elimination of outdated production capacity [2][13] - Recommended stocks in the pig farming sector include companies like DeKang Agriculture, Jingji Zhino, and Muyuan Foods [2][13] Key Agricultural Product Data Tracking - Corn: The average price is 2241.67 CNY/ton, with a week-on-week decrease of 0.66% [27][28] - Wheat: The average price is 2482.11 CNY/ton, with a week-on-week increase of 0.87% [30][32] - Soybeans: The average price is 3996.84 CNY/ton, with a week-on-week increase of 0.06% [41][44] - Cotton: The average price in Xinjiang is 14660 CNY/ton, with a week-on-week increase of 0.15% [46][50] Feed and Vitamin Prices - The average price of pig feed is 2.6 CNY/kg, with a week-on-week decrease of 0.38% [53][55] - The average price of Vitamin E is 50.30 CNY/kg, with a week-on-week increase of 14.58% [62][63]

Core Insights - The seafood market in Yantai has experienced a significant price adjustment following a drop in temperature, with prices notably lower compared to the National Day holiday period [1][3] Price Adjustments - The price of four-ounce hair crabs has decreased to approximately 50 yuan per pound, while larger crabs weighing one pound are priced around 130 yuan per pound [3] - Other crab varieties, such as flower crabs and red crabs, are more affordable, priced at about 35 yuan per pound [3] - Prices for other seafood types have also declined, with sea snails ranging from 10 to 28 yuan per pound, and large sea snails priced at 38 yuan per pound [3] - The price of blue shrimp remains stable at 23 yuan per pound, and scallops are attractively priced at "ten yuan for two to three pounds" [3] Market Analysis - The recent decline in seafood prices is attributed to seasonal factors, including increased catch volumes and sufficient market supply, leading to expectations of stable prices [3] - Industry experts highlight that this period is ideal for consumers to enjoy seafood, particularly as it coincides with the peak season for female crabs, which are rich in roe [3]