러시아 허브, 향신료 및 조미료 인사이트

The surge in Russian pollock processing has intensified market competition According to the Russian Pollock Fishing Association (PCA), at the beginning of 2025, the production of value-added products in Russia increased by 17% compared with last year, reaching 7,600 tons. Among them, the production of pollock fillets finally rebounded after two years of decline, with an increase of 7%. While gradually expanding the supply of the domestic market, Russian producers have also increased the production of high value-added products, especially fish fillets and surimi. This growth not only increased Russia's share in the domestic market, but also provided more supply capacity for Russia's foreign exports. Increased supply in the European market squeezed China's secondary frozen fish fillet market With the Russian primary frozen pollock With the increase in the supply of fish fillets, the European market will face more competition from Russian products. Previously, Chinese factories mainly relied on Russian raw materials to process secondary frozen fish fillets to meet the needs of the European market. However, the growth in demand in the Russian domestic market and the improvement in processing capacity mean that more Russian primary frozen fish fillets will enter the European market, which will directly compress the market space for secondary frozen fish fillets of Chinese factories. The profit margin of secondary frozen fish fillets will be severely squeezed. Chinese factories usually need to rely on relatively low-priced Russian raw materials for processing, and as the demand in the Russian market increases, the price of raw materials may rise further, resulting in higher costs for Chinese factories. As the supply in the European market increases, , price competition becomes more intense, which may eventually make the profits of China's processing link disappear. The price of pollock raw materials is firm, and China's processing link is unprofitable The increase in Russian pollock processing and the expansion of the supply of frozen fish fillets will lead to the firming of raw material prices. Especially when Russia's domestic demand grows, the supply in the export market will be limited, which means that the price of Russian raw materials may be firm or rise further. Chinese processing plants originally relied on low-priced raw materials for secondary processing to maintain profits, but with the rise in raw material prices, especially the continued rise in the price of pollock H&G (headless and gutted raw materials), the cost pressure of Chinese processing plants has also increased. As the profit margin shrinks, China's processing link The festival may face the dilemma of no profit, and may even affect the sustainability of production. Future Outlook: How Chinese factories cope with challenges With the increase in the processing volume of Russian pollock, Chinese processing plants need to cope with increasing market pressure. Chinese factories should strengthen product innovation and expand higher value-added product types to adapt to changes in market demand. Chinese factories also need to improve the flexibility of the supply chain and respond to the impact of market changes in a timely manner. In general, the increase in the production of Russian pollock fillets and the intensification of competition in the European market will pose severe challenges to Chinese factories. How to maintain competitiveness in the global market and find new growth points will be the key issues facing Chinese pollock processing plants.

Since the beginning of 2025, it amounted to 7.6 thousand tons The production of deeply processed pollock products (fillets, minced meat and surimi) in Russia has increased by 17% since the beginning of 2025 compared to the level of the same period in 2024, to 7.6 thousand tons. In particular, the production of surimi has increased by 41% since the beginning of this year. This was reported by the Pollock Fishermen Association. According to the association's president, Alexey Buglak, by February 19, the pollock catch in all fishing areas of Russian fishermen amounted to 437.3 thousand tons. "We expect that the daily pollock catch in the Sea of Okhotsk during peak periods will amount to 9-10 thousand tons. In general, during the "A" season of the Okhotsk pollock fishing season, we expect to catch 800-850 thousand tons. According to our estimates, by mid-April, the pollock catch in Russia may exceed 1 million tons ...

In 2025, Russia's total allowable catch (TAC) for pollock is about 2.46 million tons, while the United States' TAC is 56% less than Russia's, at 1.58 million tons. The total catch in all fishing areas of the Far Eastern Fisheries Basin in 2024 is 1,998,300 tons, an increase of 2% compared to the previous year, and the Far East's pollock catch accounts for 41% of the country's total catch. The catch of pollock in the Sea of Okhotsk is 1,041,000 tons; the catch in the Kuril Islands is 258,000 tons. The Russian Pollock Fishermen's Association (PCA) estimates that the United States' pollock production will lag behind Russia again in 2025. Russia's TAC is expected to be 2.46 million tons, a 7% increase from 2024, while the United States' TAC is expected to be 1.58 million tons, a 5% increase from the previous year.