Clean Seas Tuna: Megachance Aquakultur?

aber ein interessanter Artikel zum Thema Aquakultur in China, nämlich Tilpia Farmen:

http://www.businessweek.com/ma…/10_44/b4201088229228.htm

Eine der angesprochenen Firmen, HQ Sustainable Maritime ist börsengelistet und ist auch "verdächtig" billig an der Börse (KGV 5 oder so).

Ganz am Schluss wird aber auf Probleme eingegangen die wohl für diverse Chinesischen Agrarunternehmen gelten:

For all the popularity of Chinese-raised tilapia, a common complaint among people in the industry is the difficulty of making money selling the fish for export. This is another area where Chinese aquaculture is like Chinese manufacturing: Both are at the mercy of buyers like Wal-Mart, which demands ever-lower prices even as costs rise along the production chain. "Land costs, labor costs, raw material costs, they've all gone up 20 to 30 percent in the last three years," says Chen Dan, chairman of Guangdong Evergreen. Brokers buying fish for the U.S. market don't care, says Shen Jian, secretary general of the local aquaculture association. "The price is too low," he gripes. "It's unfair."

und

Back in southwestern Guangdong, farmer Chen is focusing on more short-term solutions. Taking shelter under a tree from a midday cloudburst, he puffs on his bamboo water pipe and explains how the economics of tilapia have suddenly turned against him. With China's economy booming, costs are up sharply. His rentwhich was just 500 yuan ($75) per mu (equal to about 79 square yards)has more than doubled. Pay for his dozen full-time workers and 15 part-timers has jumped 40 percent, to 1,500 yuan a month. Feed and electricity costs are up, too. Meanwhile, the price he can get for his fish hasn't kept pace. Last year, 10 percent of the Zhanjiang region's tilapia farmers gave up on farming the fish.

Chen has thought about giving up, too, but for now he's sticking with tilapia. He can't do anything about the increase in his fixed costs, so he is trying to make up for smaller margins with greater volume. To do that, Chen has made his ponds deeper, making room for 20 percent more fish. "We can grow bigger fish," he says hopefully. "And more fish."

Das erklärt vielleicht auch den Kursverlauf:

MMI