1-周晋奎 2024 临安 (1).pdf

1、核桃组成员：保定正大食品有限公司总经理 三门峡华阳食品有限公司总经理 云南互棋食品有限公司副总经理 沧州七叶果商贸有限公司总经理 汾阳瑞优食品有限公司副总经理中国与世界核桃产供销讨论2024年第18届中国国际坚果大会8月6-9日 杭州 临安郑秋来 杨 珏 关 宁 王玉彪 周晋奎WORLD CONSUMPTION(T.Supply-End.Stock)2,764,456Sources:China Chamber of Commerce for Import and Export of Foodstuffs,California Walnut Board and Commission,Chilen

2、ut,and other INC sources.带壳 公吨国 家中国中国美国美国智利智利乌克兰乌克兰土耳其土耳其罗马尼亚罗马尼亚法国法国伊朗伊朗印度印度阿根廷阿根廷摩尔多瓦摩尔多瓦意大利意大利匈牙利匈牙利澳大利亚澳大利亚格鲁吉亚格鲁吉亚其他其他世界总计世界总计年产量1,500,000671,000134,57667,30060,00040,00038,00035,00033,00025,00020,80018,50014,00014,0006,40010,0002,707,576年产量1,350,000747,000181,64878,00065,00034,50028,00040,0003

3、5,00020,00018,10012,85014,0007,0008,00015,0002,654,098总供货量1,470,000874,000183,54886,00065,00037,50033,00040,00035,00023,00018,10012,85014,0007,0008,00015,0002,921,998总供货量1,550,000763,500135,11869,30060,00041,00038,00035,00043,00026,00021,30018,50014,00014,0006,40010,0002,865,118初期库存120,000127,0001,9

4、008,00003,0005,000003,000000000267,900季末库存100,00075,0004002,60001,2000012,0001,25060000000193,050季末库存50,00092,5005422,00001,0000010,0001,00050000000157,542初期库存50,00092,5005422,00001,0000010,0001,00050000000157,5422023/20242024/2025预计总产量 Total中国(ChinaChina)美国(USAUSA)智利(ChileChile)乌克兰(UkraineUkraine)结

5、转库存 carryover总供货量（Total supply）2,654,0982,654,0981,350,0001,350,000747,000747,000181,648181,64878,00078,000267,900267,9002,865,1182,865,118+2%2%+11%11%-10%10%？-26%26%？+11%+11%-41%41%-1.5%-1.5%2024/20252024/20252,707,5762,707,576 1,500,0001,500,000 671,000671,000134,576134,57687,30087,300157,542157,5

6、422,921,9982,921,998Globalproduction(公吨、带壳)2023/20242023/2024ING0 0 101000000000 200000200000 300000300000 400000400000 500000500000 600000600000 700000700000中国 55%55%美国 25%25%智利5%5%乌克兰 3%3%伊朗1%1%土耳其2%2%其他 8%8%w o r l d w a l n u t p r o d u c t i o n中国，美国，智利占全球总产量85%2024/202517731155921496015535核桃核