Chinese tilapia prices drop again, industry chain under dual pressure of tariff shadow and high inventory.

Sufficient supply coupled with tariff uncertainties drives down ex-factory prices Breeding data from Zhanjiang, Guangdong, indicates that the current pond stock of tilapia has increased by approximately 15% year-on-year, with processing plants maintaining a daily purchase volume of 800 tons. However, export demand has clearly cooled. Last week, U.S. President Trump first threatened to impose a 100% tariff on Chinese goods, then eased his tone via social media, causing policy reversals that left importers at a loss. Liu Wei, head of a processing enterprise in Zhuhai, candidly stated: "Raw material supply is sufficient, but U.S. order volume has plummeted by 30%, and some factories are operating at less than 70% capacity." In this uncertain environment, most U.S. customers have suspended new purchase plans after November, and export enterprises are generally in a wait-and-see mode. U.S. market continues with "high inventory, low transaction" pattern In the U.S. market, although the ...