Vietnamese Pangasius Fish Factories Scramble for U.S. Orders as China Market Prices Remain Depressed

게시됨 2025년 6월 5일

Tridge 요약

Key Insight: In the latter half of May, the Vietnamese pangasius market underwent a clear shift: while raw material prices remained high, export companies began massively redirecting their resources toward the U.S. market. As the Chinese market continued to experience wholesale "price inversion" phenomena, domestic channels and procurement parties are facing a series of practical challenges, including profit compression and more cautious inventory decisions.

원본 콘텐츠

Vietnamese Manufacturers Shift to US Market, China's Market Share May Temporarily Contract According to Vietnamese customs data, Vietnam's pangasius exports to the US declined by 15% year-on-year in April 2025, totaling $40 million. However, with the US set to officially reinstate reciprocal tariffs on Vietnamese seafood products on July 9, Vietnamese enterprises began concentrated shipments in May and June. The Vietnam Association of Seafood Exporters and Processors (VASEP) predicts that exports to the US may increase by 10%-15% month-on-month during these two months. This means Vietnamese pangasius exporters are seizing orders during the "tariff window" before July, potentially slowing down delivery rhythms in the Chinese and ASEAN markets in the short term. VASEP also clearly indicates that exports to China are expected to grow by only 3%-5% in May-June, a slowdown compared to previous months. Vietnamese Raw Material Prices Remain High, Chinese Wholesale Market Continues to ...

출처: Foodmate