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美国农业部(USDA):2026日本油籽作物及产品年度报告(英文版)(34页).pdf

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1、 THIS REPORT CONTAINS ASSESSMENTS OF COMMODITY AND TRADE ISSUES MADE BY USDA STAFF AND NOT NECESSARILY STATEMENTS OF OFFICIAL U.S.GOVERNMENT POLICY Required Report:Required-Public Distribution Date:March 31,2026 Report Number:JA2026-0016 Report Name:Oilseeds and Products Annual Country:Japan Post:To

2、kyo Report Category:Oilseeds and Products Prepared By:Daisuke Sasatani Approved By:Craig Elliott Report Highlights:Japans oilseeds and products markets remain stable.Despite high prices,palm oil imports are consistent based on steady demand.Inflationary pressures eased for a period,encouraging crush

3、ers to increase soybean crushing while also maintaining rapeseed processing.However,with vegetable oil prices expected to rise in combination with canola crush margins outperforming soybeans,crushers will prioritize rapeseed over soybean crushing.Increased use of Canadian canola has boosted meal pro

4、duction,creating a meal surplus that may dampen rapeseed imports.Despite ample,global soybean meal availability,Japan will maintain stable soybean import levels as protein supplies are robust.Following earlier fish mortality,feed demand for aquaculture softened in 2025 but expected to recover.With d

5、omestic fishmeal output likely to fall,fishmeal imports are expected to rise.Elevated 2025 rice prices reduced soybean plantings,but an anticipated rice price decline should support a 2026 rebound in soybean production.1 Contents Oilseeds.2 Production.3 Consumption.5 Crush.5 Food Use Consumption.7 F

6、eed,Seed,and Waste Consumption.8 Trade.9 Stocks.11 Meals.12 Production.14 Consumption.16 Feed and Waste Consumption.16 Food Use Consumption.20 Industrial Consumption.20 Trade.21 Stocks.23 Oils.24 Overall Vegetable Oil Market.25 Production.28 Consumption.29 Food Use.29 Industrial Use.30 Feed Use.30 T

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1. **市场稳定**:日本油籽及产品市场稳定,棕榈油进口需求坚挺,但压榨商将优先加工菜籽而非大豆,因菜籽压榨利润更高。 2. **生产与压榨**: - 大豆:2025/26年种植面积降至14.1万公顷(因水稻种植增加),产量预计239万吨;2026/27年反弹至245万吨。 - 菜籽:2025/26年产量2.54万吨(因高温减产),压榨量增至215万吨。 3. **贸易**: - 大豆进口:2025/26年330万吨(美国占65.9%,巴西22.8%),2026/27年降至307万吨。 - 菜籽进口:2025/26年215.8万吨(加拿大占82.9%,澳大利亚补充)。 4. **消费与库存**: - 大豆压榨量2025/26年245万吨,菜籽压榨量215万吨;大豆期末库存增至26万吨。 - 鱼粉消费:2025年因水产养殖受损降至25.9万吨,2026年恢复至27万吨。
日本油籽市场趋势? 油籽压榨利润如何? 鱼粉需求会回升吗?
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