据悉，2025年1月至7月，挪威对华出口三文鱼52069吨，同比增长122%，出口额达46.73亿挪威克朗， 同比增长64%。今年第一季度，中国市场已跃升为大西洋三文鱼的全球第六大出口市场，并在前十大市 场中实现最大涨幅。目前，中国大西洋三文鱼消费规模已跃居亚洲第一，但人均消费量仍处于早期发展 阶段，潜力巨大。 记者从挪威海产局获悉，8月27日至29日，挪威海产局携8家挪威海产企业共同亮相第19届上海国际渔业 博览会，集中展示来自挪威原产地的优质海产，涵盖大西洋三文鱼、北极甜虾、格陵兰比目鱼、红鱼等 多个品类，推动挪威海产企业与中国行业伙伴的深入交流与合作。 在展会首日举行的第八届三文鱼产业发展高峰论坛上，挪威海产局中国区总监毕思明出席并发表主题演 讲，分享了2025年全球及中国三文鱼市场的洞察与展望。作为挪威最具代表性的海产，挪威三文鱼在全 球市场保持强劲增长。2025年大西洋三文鱼全球产量预计达到307.5万吨，同比增长9%，挪威贡献了全 球产量增长的62%。 中国不仅是挪威三文鱼出口的关键市场，也已成为挪威海产全球出口的增长引擎。2025年7月，挪威海 产对华出口额增长6.13亿挪威克朗，同比增长88% ...

Core Viewpoint - Norwegian salmon, specifically Atlantic salmon, has become a global culinary favorite due to its unique flavor and appealing orange-red color, with China emerging as a significant growth market for this product [2][3]. Group 1: Market Growth and Export - In the first half of this year, Norway's salmon exports to China doubled compared to the same period last year, making China the largest growth market for Norwegian salmon [3]. - Norway has become the world's largest exporter of salmon, holding nearly half of the global market share [3]. - Salmon accounts for 70% of Norway's total seafood export value, making it a crucial pillar of the Norwegian economy [11]. Group 2: Historical Context and Technological Development - The salmon industry in Norway was small-scale in the 1970s, primarily supplying local communities, but has since evolved significantly [3]. - Norway pioneered salmon farming technology in the 1960s, leading to a dramatic increase in production, with output rising from negligible amounts to over 1 million tons between 1971 and 2011 [6]. - Currently, 70% of global salmon production comes from aquaculture, highlighting the importance of farming techniques in meeting demand [4]. Group 3: Marketing Strategies and International Expansion - In the 1980s, Norway faced a surplus in salmon production, prompting efforts to expand into international markets, particularly Japan, where salmon sushi became popular [8]. - The Norwegian Seafood Council has actively promoted Norwegian salmon in China, establishing partnerships with local supermarkets and launching branding initiatives to enhance product recognition [11]. Group 4: Environmental Concerns - The rise of salmon farming has led to challenges for wild salmon populations, with significant declines noted in the wild North Atlantic salmon numbers, dropping from over 1 million in the early 1980s to about 500,000 [14]. - The Norwegian government has implemented regulations to assess the impact of sea lice on farmed salmon and to reduce the use of antibiotics in aquaculture [14].

Core Insights - Hema Fresh opened its first store in Suining, Sichuan, attracting significant consumer interest with promotional offers leading to a rush for products [2][4] - The store's success is attributed to local consumers' preference for globally sourced products, with notable sales during the pre-sale phase [2] - Hema Fresh is expanding rapidly, having opened 72 new stores in 2024, with a focus on second and third-tier cities [4] Company Expansion - Hema Fresh has surpassed 430 stores, with a strategy to penetrate non-provincial capital cities, exemplified by the Suining store [4] - The Suining location benefits from the supply chain advantages of the Chengdu-Chongqing economic circle, enhancing logistics efficiency [4] Economic Trends - The "first launch economy" is gaining traction in Sichuan, seen as a driver for consumer engagement and economic vitality [5] - The upcoming Dragon Boat Festival is expected to boost holiday consumption through various first-time product launches and events [5] - While some brands have successfully leveraged the first launch economy for sustained growth, others have struggled to maintain momentum post-launch [5]

Group 1 - The article highlights the decline of local supermarket chain Renrenle, which once posed a significant challenge to Walmart, as it now faces liquidation and is selling its assets at scrap prices [1] - The competitive landscape in Shenzhen's retail sector has evolved, with companies like Costco and Sam's Club implementing advanced technologies and membership models that have outpaced local players [3][5] - The intense competition among local supermarkets led to unsustainable pricing strategies, with some stores selling products below wholesale prices, reflecting a cutthroat market environment [1] Group 2 - During the pandemic, traditional supermarkets struggled to compete with the efficiency of membership-based models like Sam's Club, which secured customer spending through annual fees [3] - The article contrasts the service standards of local supermarkets with those of successful chains like Pang Donglai, which emphasizes high-quality service and employee satisfaction [3] - The narrative suggests that Shenzhen's retail giants have forgotten the foundational lessons of their own market, leading to a loss of potential in local commercial development [5]

Core Viewpoint - Lerøy Seafood Group ASA reported a consolidated operational EBIT of MNOK 1,049 for Q1 2025, an increase from MNOK 842 in the same period last year [1] Group 1: Farming Segment Performance - The Farming segment achieved an operational EBIT of MNOK 789, demonstrating strong performance despite lower spot prices for salmon and trout compared to last year [2] - Key contributors to the Farming segment's success include improvements in genetics, roe and smolt quality, shielding technology, and general process enhancements [2] - The measures implemented have positively affected fish welfare and financial results [2] Group 2: VAP S&D Segment Performance - The VAP S&D segment reported an operational EBIT of MNOK 212 in Q1 2025 and a record MNOK 924 on a rolling 12-month basis [3] - Increased volumes have led to higher utilization of the integrated value chain, while lower raw material prices have supported market growth [4] - Structured improvement efforts have resulted in several entities performing at higher levels than before [4] Group 3: Wild Catch Segment Challenges - The Wild Catch segment reported an operational EBIT of MNOK 148 in Q1 2025, facing challenges due to very low quotas [5] - Strong price trends in 2025 are noted, but the low quotas hinder full utilization of industrial capacities [5] Group 4: Regulatory Environment - The Norwegian government proposed changes in the aquaculture licensing regime, which could significantly impact the industry [6] - The company supports the Norwegian Seafood Federation's call for further analysis before major decisions are made by Parliament [6] Group 5: Market Development - The company is developing global markets for Norwegian salmon and trout, particularly in emerging markets like China, leveraging high volumes at lower prices [8] - A stable and competitive regulatory framework is deemed critical for the industry's future and for delivering sustainable seafood [9]

Core Insights - Norway's seafood export reached a record high for April, driven by increased demand for Norwegian salmon from China and the United States [1][2] - The total seafood export value for April was 14.3 billion Norwegian Krone (approximately 1.33 billion USD), marking a 2% increase from the previous year [1] - In the first four months of the year, Norway's seafood export totaled 58.5 billion Norwegian Krone, reflecting a year-on-year growth of 7.3% [1] Market Dynamics - The shift in export focus from Europe to markets outside, including Asia and the U.S., is evident [2] - Despite a decline in salmon prices, the availability of high-quality salmon for export increased significantly in April due to favorable conditions [2] - The U.S. has become the largest market for Norway's seafood exports for the fourth consecutive month, with a 23% year-on-year increase in export value to 1.4 billion Norwegian Krone [2] Challenges and Considerations - The potential imposition of tariffs on Norwegian goods, including seafood, by the U.S. poses a significant uncertainty for exports [2] - The strong growth in the Chinese salmon consumption market, coupled with competitive pricing and sufficient supply, has contributed to the increase in exports to China, which rose by 14% in April [1][2]