Hubei Srikro Technology Co.,Ltd | Shiluo Technology (Yiwu) Co.,Ltd
Raw material supplier for Human nutrition, animal nutrition, cosmetic
The prices of major domestic amino acid products factories are high and strong, mainly due to the high corn prices and the smooth sales of factory products. Product inventory is extremely low; the market is slightly declining, mainly because the downstream demand is hindered by the recovery process of pig production capacity, and there is some inventory in the feed production link. And in this link, it is generally believed that the price of amino acids is at a high level, and the willingness to buy is low. The low-priced goods in the dealer channel have stocks before, and there is a mentality that the bag is safe. The actual market transactions are average, and the market is holding a wait-and-see attitude.
Affected by rising raw material corn prices, tight product supply, and transportation uncertainty caused by the epidemic, Fufeng Group raised its export amino acid FOB quotation. Starting from March 8, 2021, the FOB price of threonine has been raised by US$100/ton.
On March 9th, Novus announced the force majeure of the Alimet/MHA production base in the United States (winter storm had a serious impact in Texas, the United States), and it is currently working hard to make necessary repairs to the plant.
At present, domestic 70% lysine mainstream traders are quoting 6.0-6.6 yuan/kg, and 98% lysine mainstream quotations are 12.2-13.0 yuan/kg; due to the current high price of corn, some lysine manufacturers openly offer higher prices, downstream Customers' willingness to make transactions has declined, and actual transactions have been average. The overall market is holding a wait-and-see attitude. According to Mobao's investigation, the stocks of feed factories will generally be exhausted before the end of April, and the peak procurement is expected to be between the end of March and the beginning of April.
At present, the domestic methionine mainstream market is quoting 24-26 yuan/kg, and some quotations are slightly higher. Some domestic manufacturers have stopped reporting or operating rates have declined, and the overall market price is mainly strong. Spot prices in the European market were raised to 2.5-2.8 Euros/kg.
Recently, methionine manufacturers have a strong willingness to stand up for prices, and market inquiries and transactions are normal this week. At present, Evonik has suspended the signing, Xijie offers 28 yuan/kg, Adisseo 26 yuan/kg, Xinhecheng 26 yuan/kg, and Ziguang 26 yuan/kg. It is understood that Ningxia Unisplendour plans to suspend production of the methionine production line for maintenance in April-May. CJ Malaysia plant plans to conduct a 6-week overhaul from June to July. The specific time is to be determined. On March 9, Novus announced force majeure for production at the Alimet/MHA production base in the United States.
At present, the domestic market price of threonine is chaotic. The mainstream domestic market price is 14.8-16.4 yuan/kg, which is slightly lower in some areas. Manufacturers' quotations were firm and stable, downstream customers were less willing to sign orders, and overall transactions were slightly flat. However, the production of threonine acid is highly concentrated, and export orders are in a deadlock zone, so threonine production plants are highly willing to be more expensive.
The European spot market price rose to 2-2.1 Euro/kg. Affected by the tight supply in overseas markets and rising raw material costs, domestic threonine manufacturers have a better export atmosphere, and the quotation continues to rise. The European market quotations continue to be strong.
At present, the mainstream price of tryptophan in the domestic market is 75-85 yuan/kg, which is slightly lower in some parts. The domestic industry started construction stably, and the manufacturers' quotations were firm; the downstream terminal inventory was relatively sufficient, and the market trading performance was weak.
In Europe, due to factors such as market supply and logistics tension, the mainstream price of tryptophan in the market rose to 9.5-9.85 Euro/kg, and the overall trend remained strong.
Price trend of valine
At present, the mainstream price of valine in the domestic market is 25-27.2 yuan/kg, and the spot price in the European market is 4-4.25 euros/kg.
Yipin valine is quoted at 25.8 yuan/kg, plum blossom valine is quoted at 26 yuan/kg, and Huaheng Biology is quoted at 26.8 yuan/kg. Recently, the manufacturers’ quotations have been firm and the market transactions have been average.