[Boya Hexun.com: In the past two years, the news of the production and expansion of amino acid production enterprises at home and abroad has continued, and the market demand has grown strongly. What is the future supply pattern of amino acids? How will the demand market change? In the process of changing the amino acid supply pattern, what are the market prices affected?
The competitive landscape has yet to be balanced. The price is affected by
On the one hand, leading companies are continuously expanding their production capacity, and new entrants are releasing their production capacity. As a result, the overall supply is increasing. On the other hand, some enterprises that do not have market advantages and production advantages choose to phase out or withdraw. It is the main reason for price fluctuations. For the international market, the regional contradiction between supply and demand has become more prominent. China's amino acid overcapacity requires a large amount of exports, and whether it has a price advantage becomes the key to competition.
At present, methionine is still the seller's market. With the increase in the number of manufacturers and the continuous expansion of production capacity, the era of true competition and low profits will come in the next 2-3 years.
The opportunity in the application field is to keep abreast of the impact of downstream raw material use on the application of amino acids
In 2012, the global cereal and soybean prices skyrocketed, bringing huge changes to the feed formula and increasing the use of amino acids. Adding a lot of uncertainty to the phased fluctuations in prices.
Corn and soybean meal prices are running at high levels. In this situation, the application of amino acids is more complicated. The rise in the prices of lysine and tryptophan in the second half of 2012 has a certain relationship with this. In addition, threonine is affected by overcapacity, and the price is low, which is conducive to further increase in the use of feed formula, which will promote the growth of lysine and methionine.
2013 China's capacity release increased supply pressure export competition cost
Lysine, threonine and tryptophan are both facing domestic oversupply and need to export to digest domestic excess capacity. The problem with methionine is that domestic domestic supply capacity is expected to increase in 2013. It is expected that the supply share of the Chinese market will change significantly in 2013: the new production capacity of Adisseo, Sumitomo China and Ziguang Chemical will inevitably affect the Chinese market, which has always been import-oriented.
In the process of change in the supply pattern of lysine and threonine, cost plays a supporting role for price, and the change in use value and seasonal demand will drive the stage market to a certain extent.
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