Amino acid capacity leap stake local supply exceeds demand

introduction:The change of the competitive pattern of amino acid industry is affecting its price trend, which may affect the operation status of A-share-related listed companies such as Star Lake TechnologydyUat the 2012 China Amino Acids and Feed Raw Materials Application Symposium, Boa and Xun senior analyst Liu Xiaofeng said: "Strong demand triggered a new round of production capacity expansion cycle of lysine, lysine in the future supply and demand is loose situation, by 2015 market demand will reach 2.3 million tons, the next 3 to 4 years supply is in a relatively relaxed state." Previously, the 2011 production capacity expansion vacuum caused the price of lysine to skyrocketIf this capacity expansion does not occur, supply and demand will be in a tight balance in 2012"
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sucrosine is currently in a period of rapid expansionAccording to the manufacturers' expansion forecast published in 2011, the global sucrosine production capacity will reach 842,000 tons in the next 1 to 2 years, nearly doubling the 2011 production capacity, of which China will reach 545,000 tonsdyU
at the same time, the supply pattern of sucrosine will become more dispersed, the current market share of the top five manufacturers is 77.71 percent, the concentration compared to 2010 decreased by 4 percentage pointsIn the current competitive landscape, the leading edge of miso is relatively obvious, and the development of Plum Group is very rapiddyULiu Xiaofeng believes that in the long run, succoin will face a situation of oversupply, the current price is close to the cost lineSince corn costs account for 50% of the cost of succoin production, it will face the dilemma of high raw material prices but lower product sales pricesAccording to its introduction, at the end of 2011 the sucline industry is basically unprofitable, and even some enterprises are in a loss-making statedyU
tryptophan, in 2011 the global tryptophan manufacturers accelerated expansion of production capacity, production continued to climb, and the rapid growth of production in the past two years mainly from China, unprecedented competition, has now entered a period of low profits;dyUon the market situation in 2012, Liu Xiaofeng said, because the export situation is affected by other regions, lysine price trend is not optimisticdyU
at the same time, the release of domestic production capacity is to increase supply pressure, while corn for lysine prices can only play a cost support role, the 2012 price range of lysine is expected to be 15 yuan to 17 yuan / kgdyUmethionine, 2012 may be a turning point in the market's near five-year high due to the release of related capacitydyUdata show that in the first half of 2011, Star Lake Technology's sucine and other products accounted for 35.27% of its main business revenue;dyU