东南亚椰子价格暴涨创纪录 中国年需求40亿颗难满足

铭炭网
05/20/2025
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随着中国对椰子的需求持续增长,越来越多供应国获得了中国市场的准入。受气候变化与虫害影响,东南亚椰子主产国越南、菲律宾和泰国等都正经历前所未有的供应危机。越南龙头出口商 Vina T&T 的收购价已飙升至每打(12个)22万越南盾(约合人民币61元),创下历史峰值。“椰子价格涨得比黄金还快,”Vina T&T 首席执行官 Nguyen Dinh Tung 坦言。该公司当前每周仅能发出七个货柜的椰子,勉强满足海外客户三分之二的需求。类似情况在斯里兰卡、菲律宾和泰国同步上演,这些传统椰子出口大国的价格同比涨幅达50~100%。目前泰国零售市场椰子每公斤售价2.9美元(约21元),菲律宾则高达4.28美元(约31元)。由于极端天气持续肆虐主产区(厄尔尼诺现象导致干旱,拉尼娜又带来暴雨和反常风暴),叠加虫害肆虐,以及中美等主要消费市场的需求旺盛,这些因素都在不断推高价格。在此背景下,越南椰子凭借性价比优势异军突起。这个全球第五大椰子出口国拥有20万公顷种植园,年产量约200万吨。2024年椰子及制品出口总额达11亿美元(约79.3亿元),其中鲜椰占3.9亿美元(约28亿元),产品远销40余个国家和地区。自2024年8月签署对华正式出口协议以来,中国迅速跃升为重要市场。中国年消费约40亿颗椰子(其中鲜椰26亿颗),越南以20%的份额成为第三大供应国。越南果蔬协会秘书长邓福原指出,越南椰子因独特风味备受青睐,夏季在中美市场尤其畅销。他预测今年鲜椰出口额将突破五亿美元(约36亿元)大关,再创历史新高。随着中国对椰子的需求持续增长,越来越多供应国获得了中国市场的准入。4月12日,获准入后的首批印尼椰子成功输华。此外,马来西亚椰子也于上月(4月)获得了中国市场的正式准入。

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