갑각류 insights

On September 11, the Southern Air Logistics Co., Ltd. subsidiary, Southern Cross-border E-commerce Company, and Victoria Seafood Pty Ltd from Australia, officially signed a procurement cooperation memorandum in Melbourne to jointly expand the China-Australia fresh air trade. It is reported that the first batch of Australian lobsters under this procurement cooperation departed Melbourne on September 12 via Southern Air flight CZ322, arriving in Guangzhou. After Australia lifts the lobster export restrictions in December 2024, the domestic consumer market's demand for imported lobsters will continue to grow. Since the beginning of this year, Southern Air Logistics has cumulatively ensured an over 280% year-on-year increase in imported lobsters, mainly to first-tier cities such as Shanghai, Guangzhou, and Shenzhen. Victoria Seafood is a well-known Australian seafood supplier. The two parties will conduct in-depth cooperation around the export of Australian lobsters and other specialties to China, steadily expanding the import scale of such products. At the same time, Southern Air Logistics will also actively expand cooperation with other high-quality Australian suppliers, jointly promoting cooperation in more fresh categories such as salmon, cherries, and strengthening the promotion of Australian high-quality agricultural products such as wine, beef, and dairy products in the Chinese market. Southern Air Logistics continues to strengthen its Oceania route layout and deepen the construction of China-Australia trade channels. It is reported that in 2024, Southern Air Logistics has cumulatively transported over 30,000 tons of cargo on the China-Australia route. Southern Air Logistics helps Australian fresh products reach the domestic market directly while further expanding to Southeast Asia, Northeast Asia, and the Middle East regions. Image source: China Civil Aviation Network 2025 International Fruit and Vegetable Report. All rights reserved. For reprinting, please contact the International Fruit and Vegetable Report for permission and indicate the source as the International Fruit and Vegetable Report.

An official statement from the United States, labeling them as "unqualified," has sentenced Vietnam's 12 fisheries to "death": starting from January 2026, tuna, crab, and squid will no longer be able to enter the U.S. market. The reason is "lofty"—fishing methods may harm marine mammals. As a result, containers laboriously pulled ashore by Vietnamese fishermen are blocked at ports by a notification, with estimated losses reaching up to $500 million. This is the absurdity of global trade. Vietnamese fishermen toil day and night, enterprises invest in cold chain processing, thinking they were competing with Thailand and India, only to find their opponents are the breathing rights of whales. While Thailand, India, and Japan have already obtained U.S. permits, Vietnam is stuck, watching helplessly as the market is intercepted. In fact, Vietnam has been making efforts to reform in recent years: upgrading vessels, establishing supervision, and submitting data reports. However, the U.S. requirements are like an unreachable bar—once you reach 70 points, they tell you that 95 points are needed to qualify. Thus, Vietnam's improvements have become "futile efforts." This scenario is a black humor in the business world. Fishermen thought they were selling fish, enterprises thought they were exporting, but their real buyers are not supermarkets, but U.S. laws. No matter how high the fish prices or how good the quality, they are no match for a dolphin accidentally caught in a net. The urgent call from the deputy minister is more like a captain's announcement: "Everyone, patch up the holes quickly, don't wait until the ship sinks to panic." The problem is that the holes are still at the bottom of the ship, and the patches are only valid if the U.S. nods in approval. The plight of Vietnamese seafood serves as a warning bell for any country dependent on exports. Today it is dolphins, tomorrow it could be carbon emissions, and the day after, perhaps "insufficiently transparent food labels." At the global trade table, the goods are fish, but the game is played with politics, environmental protection, and discourse rights.

The Chinese market accounts for 40% of Canada's lobster exports, and since the beginning of this year, exports to China from the main production area, Nova Scotia, have fallen by 65% year-on-year. Kris Vascotto, the Executive Director of the Nova Scotia Seafood Alliance, said in an interview with the media that, for Canadian exporters, finding alternative markets is necessary until the tariff dispute with China is resolved. "We will explore some other trading partners, possibly distributing some products to the European and American markets, as well as the Indo-Pacific region. Live lobsters that were originally intended for China will now be transported to factories to be made into shrimp tails and shrimp meat products," said Vascotto. At the end of November, the two largest production areas in Canada (Zones 33 and 34) will start a new fishing season, with a total production of 21,577 tons for both areas in 2024 (source: Canadian Lobster Association). "The bigger concern is whether Chinese buyers will still choose Canadian lobster if the trade dispute between the two countries is not resolved soon," Vascotto pointed out, adding that Chinese importers have many other options, such as purchasing Australian rock lobster and other varieties of fresh shrimp and crab. Vascotto stated that the longer the trade dispute between China and Canada lasts, the greater the possibility that Canada will lose its market share and foothold in the Chinese live lobster market. "The Chinese lobster market is something that Canadian suppliers have spent decades building. For us, the government must quickly find a diplomatic solution to address this crisis, and we must resolve the issue before losing the Chinese market," Vascotto said.