美国小麦种植行业市场前景及投资研究报告-培训课件外文版2024.4

INDUSTRIES

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MARKETSWheatintheU.S.CHAPTER

01GlobaloverviewLeading10wheatproducersworldwidein2023/2024(in1,000metrictons)*Globalleadingwheatproducers2023/2024Productioninthousandmetrictons60,000

80,000020,00040,000100,000120,000140,000136,590134,300160,000ChinaEuropeanUnionIndia110,554Russia91,000U.S.49,314Canada33,82428,00025,50023,40019,500PakistanAustraliaUkraineTurkey3Description:Inthemarketingyear2023/2024,Chinawastheleadingwheatproducingcountrywithproductionvolumeofover136.6millionmetrictons.ThiswasfollowedbytheEuropeanUnionwithproductionvolumeofover134millionmetrictons.

ReadmoreNote(s):Worldwide;2023/2024;*Localmarketingyears.ReadmoreSource(s):USDepartmentofAgriculture;USDAForeignAgriculturalServiceGlobalstocksofwheatfrom2012/2013to2023/2024(inmillionmetrictons)Stocksofwheatworldwide2012/13-2023/2024300281.7278276.62762732712602482502242051902001501005017102012/2013

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2023/2024**4Description:Thisstatisticillustratesthestocksofwheatworldwidefrom2012/2013to2022/2023,inadditiontoaforecastforthe2023/2024season.Incropyear2015/2016,theglobalstocksofwheatamountedtoabout224millionmetrictons.Wheatstocksisforecasttoincreasetoabout281millionmetrictonsby2023/2024.ReadmoreNote(s):Worldwide;2012/2013to2023/2024;Carryoverstocks;*Estimate.**Forecast.ReadmoreSource(s):IGCPrincipalexportingcountriesofwheat,flourandwheatproductsfrom2014/2015to2023/2024(in1,000metrictons)Majorexportingcountriesofwheat,flourandproducts2014/15-2023/242014/201522800354552488316575230231126955072015/201624543346862213615782218111743176002016/201727815274392029722061293181810772572017/201841447248952201915512232301777585192018/Russia322EuropeanUnionCanadaAustraliaUnitedStatesUkraine21KazakhstanArgentinaTurkey42008750122756320140006725141355605Brazil5/statistics/190429/principal-exporting-countries-of-wheat-flour-and-productsInthe2023/24marketingyear,Russiawastheleadingexporterofwheat,flour,andwheatproductsworldwide.Russiaexportedabout51millionmetrictonsthatyear.TheEuropeanUnioncameinsecond,with36.5millionmetrictonsofexports.

ReadmoreNote(s):Worldwide;2014/2015to2022/2023;*EstimateasofJanuary2024.AllvaluesareTradeYear(TY)datawhichputsallcountriesonauniform,12-monthperiodforanalyticalcomparisons:tradeyearforwheatisJuly/June.Datapriorto[...]

ReadmoreSource(s):USDepartmentofAgriculture;USDAForeignAgriculturalServicePrincipalimportingcountriesofwheat,flour,andwheatproductsfrom2014/2015to2023/2024(in1,000metrictons)Majorimportingcountriesofwheat,flour,andproducts2014/15-2023/242014/20152015/20162016/20172017/20182018/ChinaEgypt11300597974785960725711925691611181529912407606011EuropeanUnionIndonesiaTurkey101164405101904736107636092Algeria815384148172MoroccoPhilippinesBangladeshJapan5054335458784918392957155708469359116059647258766/statistics/190435/principle-importing-countries-of-wheat-flour-and-productsThisstatisticshowstheprincipalimportingcountriesofwheat,wheatflourandwheatproductsworldwidefrom2014/2015to2023/2024.In2023/24,Egyptwasforecasttoimportabout11millionmetrictonsofwheatandwheat-derivedproducts.

ReadmoreNote(s):Worldwide;2014/2015to2022/2023;*ForecastasofJanuary2024.AllvaluesareTradeYear(TY)datawhichputsallcountriesonauniform,12-monthperiodforanalyticalcomparisons:tradeyearforwheatisJuly/June.Datapriorto[...]

ReadmoreSource(s):USDepartmentofAgriculture;USDAForeignAgriculturalServiceCHAPTER

02ProductionTotalU.S.wheatareaplantedandharvestedfrom2001to2023(in1,000acres)TotalU.S.wheatareaplantedandharvested2001-2023Planted*Harvested70,00060,00050,00040,00030,00020,00010,00002001

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20238Description:ThisstatisticshowsthetotalacresofwheatplantedandharvestedintheUnitedStatesfrom2001to2023.In2023,around49.6millionwereplantedandabout37.3millionacresofwheatwereharvested.

ReadmoreNote(s):UnitedStates;2001to2023;*Includesareaplantedinprecedingfall.ReadmoreSource(s):NationalAgriculturalStatisticsService;USDepartmentofAgricultureWheatyieldperharvestedacreintheU.S.from2001to2023(inbushels)Wheatyieldperharvestedacre2001-202360504030201002001

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20239Description:ThisstatisticshowstheyieldofwheatperharvestedacreintheUnitedStatesfrom2001to2023.Accordingtothereport,theU.S.wheatyieldperharvestedacreamountedtoabout48.6bushelsin2023.Thoughthewheatyieldisstilldownfrom51.7bushelsin2019,yieldincreasedbyoverfourbushelsperacrefrom2021to2023.ReadmoreNote(s):UnitedStates;2001to2023Source(s):NationalAgriculturalStatisticsService;USDepartmentofAgricultureTotalU.S.wheatproductionfrom2001to2023(in1,000bushels)U.S.wheatproductionfigures2001-20233,000,0002,500,0002,000,0001,500,0001,000,000500,00002001

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202310Description:In2023,about1.81billionbushelsofwheatwereproducedintheUnitedStates.ThetotalU.S.wheatproductionvalueamountedtoabout14.6billionU.S.dollarsin2022.ReadmoreNote(s):UnitedStates;2001to2023Source(s):NationalAgriculturalStatisticsService;USDepartmentofAgricultureTotalU.S.wheatproductionvaluefrom2000to2022(in1,000U.S.dollars)WheatproductionvalueintheU.S.2000-202220,000,00018,000,00016,000,00014,000,00012,000,00010,000,0008,000,0006,000,0004,000,0002,000,00002000

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202211Description:ThisstatisticshowsthetotalvalueofwheatproducedintheUnitedStatesfrom2000to2022.ThevalueofU.S.wheatproductionamountedtoabout14.6billionU.S.dollarsin2022.ReadmoreNote(s):UnitedStates;2000to2022Source(s):NationalAgriculturalStatisticsService;USDepartmentofAgricultureWheatproductioncostsintheUnitedStatesin2022,bytypeofcost(inU.S.dollarsperplantedacre)WheatproductioncostsintheUnitedStates2022,bytypeofcostCostsinU.S.dollarsperplantedacre20

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60080100120140CapitalrecoveryofmachineryandequipmentFertilizer*119.5795.04Opportunitycostofland(rentalrate)Repairs64.5630.62Chemicals24.0320.3118.8216.1615.8611.097.454.762.460.92OpportunitycostofunpaidlaborFuel,lube,andelectricityCustomoperationsSeedGeneralfarmoverheadTaxesandinsuranceHiredlaborInterestonoperatinginputsOthervariableexpenses12Description:ThisstatisticshowswheatproductioncostsintheUnitedStatesin2022,bytypeofcost,measuredinU.S.dollarsperplantedacre.Inthatyear,wheatfertilizercostabout95U.S.dollarsperplantedacre.

ReadmoreNote(s):UnitedStates;2022Source(s):USDepartmentofAgricultureAnnualcashreceiptsoffoodwheatintheUnitedStatesfrom2010to2023(inmillionU.S.dollars)U.S.annualsalesofwheatforfood2010-202318,00016,00014,00012,00010,0008,0006,0004,0002,000020102011201220132014201520162017201820192020202120222023*13Description:ThetimelineillustratesannualcashreceiptsoffoodwheatintheUnitedStatesfrom2010to2022,andprovidesaforecastfor2023.In2022,theannualcashreceiptsofwheatforfoodintheU.S.amountedtoapproximately13.5billionU.S.dollarsandisforecasttodecreasetojustabove13billionU.S.dollarsin2023.ReadmoreNote(s):UnitedStates;2010to2023;*Forecast.Cashreceiptsforagriculturalcommoditiesaredefinedasthegrossincomefromsalesofcrops,livestock,andlivestockproductsduringacalendaryear.Includessalesofproductsthatareshipped[...]

ReadmoreSource(s):USDepartmentofAgricultureCHAPTER

03LeadingstatesTopU.S.statesbywheatplantedareain2023(in1,000acres)LeadingU.S.statesbyareaplantedwithwheat2023Areaplantedinthousandacres01,0002,0003,0004,0005,0006,0007,0008,0009,000KansasNorthDakotaTexas8,1006,6106,400Montana5,255OklahomaWashingtonColorado4,5502,3002,300SouthDakotaMinnesotaIdaho1,6601,3001,17015Description:KansaswastheleadingU.S.statein2023whenitcametoplantedareaofwheatthatyear,toppingthelistwithawheatplantingareaofabout8.1millionacres.NorthDakotafollowedwithabout6.6millionacresofplantedwheat.ReadmoreNote(s):UnitedStates;2023Source(s):NationalAgriculturalStatisticsService;USDepartmentofAgricultureTopU.S.statesbyareaofwheatharvestedin2023(in1,000acres)LeadingU.S.statesbyareaofwheatharvested2023Areainthousandacres01,0002,0003,0004,0005,0006,0007,000NorthDakotaKansas6,5305,750MontanaOklahomaWashingtonTexas5,0252,4502,2402,100ColoradoSouthDakotaMinnesotaIdaho1,8201,3501,2601,03516Description:ThisstatisticshowstheleadingstatesintheU.S.basedontheirwheatareaharvestedin2023.NorthDakotatoppedthelist,witharound6.5millionacresofwheatwereharvested.ThetotalU.S.wheatproductionvalueamountedtoabout14.6billionU.S.dollarsin2022.ReadmoreNote(s):UnitedStates;2023Source(s):NationalAgriculturalStatisticsService;USDepartmentofAgricultureTopU.S.statesforwheatyieldperharvestedacrefrom2023(inbushels)LeadingU.S.statesforwheatyieldperharvestedacre2023Yieldperacreinbushels020406080100120ArizonaIndianaDelawareOhio103929290KentuckyIllinois8887Idaho86.186CaliforniaMarylandMichigan858317Description:Asof2023,ArizonawasthetopU.S.statewhenitcametotheyieldofwheatperharvestedacre,at103bushels.Thisisovertenmorebushelsperacrethanthesecondandthirdleadingstates,IndianaandDelaware.

ReadmoreNote(s):UnitedStates;2023Source(s):NationalAgriculturalStatisticsService;USDepartmentofAgricultureLeadingwheatproducingU.S.statesin2022and2023(in1,000bushels)TopU.S.stateswithhighestwheatproduction2022&2023Wheatproductioninthousandbushels20232022050,000100,000150,000200,000250,000300,000350,000307,845299,900NorthDakotaKansas201,250186,705244,200MontanaWashingtonIdaho139,300144,020113,12089,11093,51578,120MinnesotaTexas73,81077,70074,62039,00035,750ColoradoOklahomaIllinois68,60068,60067,86044,24018Description:ThisstatisticshowsthestateswiththehighestwheatproductionintheUnitedStatesin2022and2023.NorthDakotawasrankedasthefirstleadingwheatproductionstatewithabout307.85millionbushelsproducedin2023andjustunder300millionbushelsin2022.ReadmoreNote(s):UnitedStates;2022and2023Source(s):NationalAgriculturalStatisticsService;USDepartmentofAgricultureCHAPTER

04InternationaltradeU.S.importsandexportsofwheatfrom2017/18to2022/23(inmillionbushels)U.S.importsandexportsofwheat2017-2023ImportExport1,2001,00080060040020002017/182018/192019/202020/212021/222022/23*20Description:TheUnitedStatesexportedsome796millionbushelsofwheatin2021/22,andimportedabout96millionmetrictonsofwheatinthattimeperiod.ReadmoreNote(s):UnitedStates;JunetoMaymarketingyear;*Projection.Datapriorto2019/20havebeentakenfrompreviousreports.ReadmoreSource(s):AMIS;USDepartmentofAgricultureTradevalueofwheatormeslinflourexportedfromtheUnitedStatesfrom2014to2023(inmillionU.S.dollars)ValueoftheU.S.wheatflourexports2014-2023180163.21161.34160148.11147.06145.71139.95138.77135.7914012010080131.53126.496040200201420152016201720182019202020212022202321Description:In2023,thewheatflourexportedfromUnitedStatestotherestoftheworldamountedtoabout139millionU.S.dollars.ThetradevalueofwheatflourexportedfromtheU.S.wasabout126.5millionU.S.dollarsin2014.

ReadmoreNote(s):UnitedStates;2014to2023Source(s):UNComtradeTradevalueofwheatormeslinimportedtotheUnitedStatesfrom2014to2023(inmillionU.S.dollars)ValueoftheU.S.wheatandmeslinimports2014-20231,2001,027.241,000895.68799.37800728.08705.55710.966004002000491.02467.78432.37402.26201420152016201720182019202020212022202322/statistics/1094909/wheat-import-value-in-the-usIn2023,thewheatandmeslinimportedtoUnitedStatesamountedtoabout895.7millionU.S.dollars,almostdoubletheimportvaluefromthe2021.ThetradevalueofwheatandmeslinimportedtotheU.S.wasoveronebillionU.S.dollarsin2014.

ReadmoreNote(s):UnitedStates;2014to2023Source(s):UNComtradeTradevalueofwheatormeslinflourimportedtotheUnitedStatesfrom2014to2023(inmillionU.S.dollars)ValueoftheU.S.wheatflourimports2014-2023350300250303.5294.1214.04207.36201.84192.74187.7220015010050182.02178.92160.770201420152016201720182019202020212022202323Description:In2023,thevalueofwheatormeslinflourimportedtoUnitedStatesamountedtoabout303.5millionU.S.dollars.ThetradevalueofwheatormeslinflourimportedtotheU.S.wasabout160.77millionU.S.dollarsin2014.

ReadmoreNote(s):UnitedStates;2014to2023Source(s):UNComtradeCHAPTER

05ConsumptionWheatconsumptionworldwidein2023/2024,bycountry(in1,000metrictons)*Globalwheatconsumption2023/24,bycountryConsumptioninthousandmetrictons60,000

80,000

100,000020,00040,000120,000140,000160,000180,000ChinaEuropeanUnionIndia153,500110,000109,904Russia43,000UnitedStatesPakistanTurkey31,40729,60021,30020,60017,80015,00012,200EgyptIranUnitedKingdomBrazilAlgeriaMorocco11,55010,30025Description:Inthe2023/2024marketingyear,thetopconsumersofwheatgloballywereChina,theEuropeanUnion,andIndia.Chinaconsumedover153millionmetrictonsofwheatthatyear.Wheatconsumptionworldwideisslowlyincreasing,growingbyabouteightpercentsince2018/2019.ReadmoreNote(s):Worldwide;2021/2022;*Basedonlocalmarketingyears.ReadmoreSource(s):USDepartmentofAgriculture;USDAForeignAgriculturalServicePercapitaconsumptionofwheatflourintheUnitedStatesfrom2000to2023(inpounds)PercapitaconsumptionofwheatflourintheU.S.2000-20231601401201008060402002000

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2023*26Description:ThetimelineshowsthepercapitaconsumptionofwheatflourintheUnitedStatesfrom2000to2023.TheU.S.percapitaconsumptionofwheatflouramountedtoover131.3poundsin2022.ReadmoreNote(s):UnitedStates;2000to2023Source(s):EconomicResearchService;USDepartmentofAgricultureU.S.percapitafooduseofwheatfrom2000to2032(inkilograms)U.S.percapitafooduseofwheat2000-203210091.488.286.7908070605040302010085.385.4

85.584.3

84.382.882.3

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82.9

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81.88279.5797771.727Description:ThisstatisticillustratesthepercapitauseofwheatforfoodintheUnitedStatesfrom2000to2021,withaprojectionfor2031and2032,measuredinkilogramsperyear.TheU.S.percapitafooduseofwheatisforecasttodroptoabout71.7kilogramsperyearby2032.ReadmoreNote(s):UnitedStates;2000to2023;*Averageof2019to2022percapitaconsumptionvalues.

**ProjectionReadmoreSource(s):AMIS;FAO;OECDConsumptionofbreadandcerealproductsintheUnitedStatesfrom2017to2027(inbillionkilograms)ConsumptionofbreadandcerealproductsintheU.S.2017-2027BreadBreakfastcerealsOthercerealproductsPastaRice20181614121083.613.543.543.513.483.473.513.53.53.463.482.551.672.622.52.511.642.532.451.632.72.441.622.662.431.622.632.461.632.632.461.622.62.431.62.471.622.562.41.642.571.582.522.54647.117.116.656.666.76.786.796.646.766.876.972020172018201920202021202220232024*2025*2026*2027*28Description:In2023,consumersintheUnitedStateswereforecasttoeataround6.76millionkilogramsofbreadandbreadrolls.Ricewasthenextbiggestcategorybytotalconsumption.Consumptionofbreadhasmostlybeenstablewithaslightuptick2021.Forthefutureanincreaseinbreadconsumptionispredicted.By2026,consumptionisexpectedtoreach7.11billionkilograms.ReadmoreNote(s):UnitedStates;2017to2023Source(s):ConsumerMarketInsightsPercapitasalesvolumeinthebreakfastcerealssegmentofthefoodmarketUnitedStatesfrom2018to2028PercapitasalesvolumeinthebreakfastcerealssegmentUnitedStates2018-202898765432102018201920202021202220232024202520262027202829Description:Theaveragevolumepercapitainthe'BreakfastCereals'segmentofthefoodmarketintheUnitedStateswasforecasttocontinuouslydecreasebetween2024and2028byintotal0.1kilograms.Afterthetenthconsecutivedecreasingyear,theindicatorisestimatedtoreach7.65kilogramsandthereforeanewminimumin2028.ReadmoreNote(s):UnitedStates;2018to2028Source(s):MarketInsightsConsumptionfrequencyofsweetenedbreakfastcerealsamongconsumersintheUnitedStatesin2023ConsumptionfrequencyofsweetenedbreakfastcerealsintheU.S.in202325%22%20%19%17%16%15%15%10%5%12%0%Daily/AlmosteverydaySeveraltimesaweekWeeklySeveraltimesamonthOnceamonth/lessNever30Description:AccordingtoasurveycarriedoutintheUnitedStatesinJune2023,approximately12percentofrespondentsstatedthattheyconsumesweetenedbreakfastdailyoralmosteveryday.Bycomparison,about15percentofrespondentsstatedthattheyconsumesuchproductsonaweeklybasis.ReadmoreNote(s):UnitedStates;June20to29,2023;1,000respondents;18-65yearsSource(s):AppinioCHAPTER

06TrendsProjectionoftheyieldharvestedareaintheUnitedStatesfrom2010/2011to2032/2033(inbushelsperharvestedacre)U.S.wheatyieldperacre2010-20336054.5

54.85453.653.152.752.652.151.751.751.2

51.249.75040302010047.647.146.146.246.446.544.343.643.7

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