MarketCompass

Global fresh commodity data & analytics. Supply demand insights on cattle, hogs, grains, seafood & more.

[MarketCompass @FreshWorldBiz]

@seraph_new 谢谢！不过我们是做农产品数据和分析的，不直接做贸易，不过以后有生姜相关的行情，会继续在这里分享的

[MarketCompass @FreshWorldBiz]

🫚有朋友问生姜，今天来聊姜农这两年不好过呀

2025年，国内生姜种植面积和产量都创了近五年新高，供大于求，价格一路往下走。今年5月，据中姜网、一亩田等平台监测，全国生姜批发均价只有每斤2.2到2.8元，同比跌了四成多，是近五年同期最低

主产区山东的价格分化很明显。根据我的钢联数据，9月底：
昌邑优质大姜：每斤2.2元
安丘优质大姜：每斤2.2元
青州面姜：每斤0.95元
云南罗平小黄姜：每斤3.65元

好货还能卖上价，普通货和次货就很难了。有报道认为，姜价很难突破每斤3.8元左右的成本线

那么出口能救场吗？

作用有限。2025年中国生姜出口约47.75万吨，只增长了2.6%，出口量占比不到5%，而且日本、韩国这些传统市场需求偏弱

价格高就扩种，扩多了就过剩，这个剧情跟鸡蛋，还有荷兰土豆是不是很像

来源：我的钢联（Mysteel）、中姜网、卓创资讯（经国际果蔬报道转引）

#生姜 #农产品

[MarketCompass @FreshWorldBiz]

@3renja3ger 好问题！主要是因为国内目前还没有生姜期货，像蔬菜 水果这类鲜活农产品，价格波动大，还有品质标准也不好统一，人保之前的文章也提到，这类产品还很难满足期货上市的要求，所以姜农想对冲也没有工具

但是有期货的品种就不一样了，像玉米 大豆 棉花 白糖 生猪，都有保险+期货在帮农户对冲价格风险

[MarketCompass @FreshWorldBiz]

@where_iszack 对，农产品基本都是这个规律，哪个赚钱一窝蜂种，产量一上来就跌，多样化种植是分散风险的好办法

[MarketCompass @FreshWorldBiz]

@5635imhgy 辣椒收到，记下了，排上队！

[MarketCompass @FreshWorldBiz]

Soybean meal vs canola meal: what's the connection?

They're competitors.

Both are what's left after crushing oilseeds for oil. Crush soybeans and you get soybean meal; crush canola (rapeseed) and you get canola meal. Both are mainly used as protein ingredients in animal feed.

The difference:
Soybean meal: higher protein, the most widely produced oilseed meal in the world, used for pigs, poultry and fish

Canola meal: lower protein, commonly traded around 38% protein in China, generally used more in poultry and aquaculture feed

That's why soybean meal usually costs more. When the price gap widens, feed mills use less soybean meal and more canola meal. When it narrows, they switch back.

How wide is the gap now?
According to Mysteel, at the end of August the spread in China's main markets was 680 to 780 yuan per tonne. In Guangdong, for example, soybean meal was 3,110 yuan per tonne and canola meal 2,420 yuan.

It's one reason changes in canola seed imports eventually show up in feed costs.

Source: Mysteel

#canola #soybeans #agriculture

[MarketCompass @FreshWorldBiz]

@_sorrengailll As an account that mostly sends formal market updates, we feel personally seen😭

[MarketCompass @FreshWorldBiz]

@Nithya_Shrii It's mostly the depreciation curve. A new vehicle loses value fastest early on, so buying a few years old means you skip the steepest part of the drop

[MarketCompass @FreshWorldBiz]

@chefsevenn Easily. We'd just spend the 3 months checking agricultural products prices instead

[MarketCompass @FreshWorldBiz]

@JoePostingg Harmless to your body maybe, but coffee prices over the last couple of years have been a different story

[MarketCompass @FreshWorldBiz]

菜粕和豆粕，是什么关系？

有朋友问到这个，简单来说它们是“竞争对手”

两者都是榨油剩下的饼粕。大豆榨完油剩下豆粕，油菜籽榨完油剩下菜粕，主要都拿来做饲料里的蛋白原料

区别在于：
豆粕：蛋白含量更高，是全球产量最大的粕类，猪、鸡、鱼都能用
菜粕：蛋白含量低一些，市场上常见的规格在38%左右，一般认为更多用在禽类和水产饲料里

所以豆粕通常比菜粕贵。两者价差拉大时，饲料厂就会少用豆粕、多用菜粕；价差缩小时就反过来

现在的价差有多大？根据我的钢联的数据，8月底国内主要市场豆粕和菜粕的价差在每吨680到780元之间。比如广东，豆粕每吨3110元，菜粕每吨2420元。
这也是为什么油菜籽进口的变化，最后会影响到饲料成本

来源：我的钢联（Mysteel）

#菜粕 #豆粕 #农产品

[MarketCompass @FreshWorldBiz]

Wagyu and Angus: worth the price, or just marketing?

Short answer: not entirely marketing, but a breed name alone doesn't guarantee quality. The grade is what matters.

Angus is a breed of black cattle, not a quality standard. In the US, a label that just says "Angus beef" has no quality requirement beyond the breed itself.
Certified Angus Beef is different. The beef must first grade USDA Choice or Prime, then pass 10 additional specifications covering marbling, size and consistency. According to the brand, only about 4 in 10 Angus cattle qualify.

Japanese Wagyu comes from four native Japanese cattle breeds and is graded by the Japan Meat Grading Association. The letter (A to C) measures yield, meaning how much saleable meat comes off the carcass. The number (1 to 5) measures meat quality, with marbling scored separately from 1 to 12. The top grade, A5, requires a marbling score of 8 to 12.
Most "American Wagyu" in the US is actually a Wagyu and Angus cross, commonly 50% Wagyu. According to several beef retailers, labels don't always say what percentage of Wagyu genetics is in the animal.

How to avoid paying for a name

Look at the grade, not just the breed.

US beef: check the USDA grade (Prime, Choice, Select)

Angus: look for the "Certified" mark

Wagyu: check for Japanese grading, or ask about the Wagyu percentage

Sources: American Angus Association, Certified Angus Beef, Crowd Cow, Meat Cut Guide

#beef #wagyu #angus #agriculture

[MarketCompass @FreshWorldBiz]

@Leoguo0424 台湾本地水果确实很丰富，芒果、凤梨、释迦这些热带水果都很有名，进口的主要是本地种不了的，比如苹果、樱桃这类需要寒冷气候的温带水果

[MarketCompass @FreshWorldBiz]

Where does US fruit go in Asia?

In 2025, the top Asian markets for US fresh fruit were:
🇰🇷 South Korea: $354M
Taiwan: $303M, up 16%
🇯🇵 Japan: $226M, up 14%
Hong Kong: $115M

Each market has its own favorites:
South Korea: oranges and cherries lead
Taiwan: the US is its largest fresh fruit supplier, led by apples, cherries, grapes and peaches
Southeast Asia: demand for US cherries is growing, often bought as gifts

Sources: USDA Foreign Agricultural Service

#fruit #agriculture #exports

[MarketCompass @FreshWorldBiz]

@jeremyct The best part is that he grabbed the calculator himself

[MarketCompass @FreshWorldBiz]

@Arthur2e5 哈哈哈哈，对哒，说到底就是肌肉里的脂肪有多少 分布得有多均匀

不过分级时也会看肉的颜色，纹理这些，不只是脂肪

[MarketCompass @FreshWorldBiz]

牛肉小系列③：和牛、安格斯，是不是智商税？

先说结论：不完全是，但品种名本身不等于品质，真正要看的是分级

安格斯是一个黑牛品种，本身不是品质标准。在美国，单单标安格斯牛肉，除了是这个品种之外，没有其他品质要求

真正有门槛的是认证安格斯牛肉（Certified Angus Beef）牛肉要先达到美国农业部的优选级或特级，再通过10项品质标准，包括大理石花纹、大小和一致性。据认证安格斯牛肉官方的说法，只有大约4成的安格斯牛能达标

日本和牛来自日本的四个本土牛种，按日本肉类分级协会的标准评级：字母A到C代表出肉率（指一头牛能切出多少可以卖的肉）数字1到5代表肉质，大理石花纹另有1到12的评分。最高的A5，要求花纹评分达到8到12

在美国，大部分标着“美国和牛”的牛肉，其实是和牛和安格斯的杂交牛，常见的是一半和牛血统。据多家牛肉零售商介绍，美国超市里标“美国和牛”的产品，不一定会写出和牛血统的比例

所以怎么买不交智商税？
看分级，不只看品种名
美国牛肉看美国农业部等级（特级、优选级、精选级）

认证安格斯看有没有“Certified”认证标志

和牛看是不是日本分级，或者问清楚和牛血统的比例

来源：美国安格斯协会、认证安格斯牛肉品牌（Certified Angus Beef）、Crowd Cow、Meat Cut Guide

#牛肉 #和牛 #农产品

[MarketCompass @FreshWorldBiz]

@gdln828 @wangwatchworld 对，分级是给整头牛的，不是给某一块牛排的。所以同一头A5的牛不同部位的花纹也不一样，买的时候还是要看部位

[MarketCompass @FreshWorldBiz]

@hhwang24601 这才是最实在的买法，自己喜欢最重要

[MarketCompass @FreshWorldBiz]

@jeffdylan535 标“安格斯”一般是指来自安格斯牛（或者以安格斯为主的牛）做成肉饼的话，吃着香就是硬道理，其他不太讲究了

[MarketCompass @FreshWorldBiz]

@ExoPredulrr 总得相信一些标准和机构吧，不然这世界上就没什么能放心吃的了😂

而且美国牛肉的分级是由美国农业部的分级员来做的，不是卖家自己说了算；认证安格斯也是由同一批分级员先评级，再看是否符合那10项标准。贵是因为达标的少，至于值不值，就看个人觉得口感差别有多大了