Domestic VS import, fixed egg VS liquid egg, methionine into the "melee era"

Time flies, day by day blink, think of the 2014-2015 methionine market, crazy, waves, over high-rises, feast guests, but madness is always short, in every dream wake upChallengers have come, more than one, in 2015 Hijdge built the world's first bio-fermented methionine plant, in Malaysia officially put into production, with a production capacity of 80,000 tons;Dbtthe Warring States era group of deer, the original manufacturers to expand production, new manufacturers into, the rise of domestic manufacturers, the leader and challengers under the confrontation, the price of methionine has been declining year after year, the competition is becoming more intense, production not only has heinfa, cyanol method, but also the emergence of biological fermentation method New processes such as new solid methionine sources, research and development, spelling technology, spelling costs, as well as low, methionine prices are lower year by year, the market price of solid eggs in 2018 is a record low of 17.5 yuan / kgDbtAccording to feed Baba statistics, the global new methionine production capacity in 2018-2021 is about 970,000 tons, far more than the annual growth rate of 6% of the global demand end, and 700,000 tons of new capacity concentrated in Asia, including 500,000 tons of fixed eggs, 200,000 tons of liquid eggs, in the next few years domestic methionine supply competition will be white heatDomestic VS import, fixed egg VS liquid egg, methionine into the melee period, six keywords eight charts, with the small compilation review of 2018 methionine market changes!Dbt, the price of depressed Dbt2018 methionine production capacity continued to expand brought a depressed market trend, the domestic first three quarters of the methionine market fell, in September solid methionine fell to 17.5 yuan / kg price, a record lowThe fourth quarter of the methionine market again waves, due to the domestic manufacturers stop maintenance time is longer, coupled with the decline in imports, Winstart manufacturers price increase, Hijie to Hong Kong delay, Rhine River level concerns and other Lido news, October methionine market price jumped up, quickly rebounded to the annual peak of 23.5 yuan / kgDbtgood times are not long, the negative factorback, in October Japan 100,000 tons of new capacity for the test, in November solid egg imports rebounded sharply, in December domestic manufacturers start production, as the supply rebounded, the methionine market support is insufficient, in November back to the fall channelThe decline continued in January 2019, with the current solid egg market price falling to a record low of 17.5-18.5 yuan/kgDbt Dbt, capacity expansion DbtAccording to feed industry information network statistics, the global demand for methionine in 2018 is about 1.28 million tons, the global methionine production capacity reached 1.865 million tons (see figure below), an increase of 170,000 tons, of which Andisu European platform expanded capacity of 50,000 tons, Nanjing plant 1 The 50,000-ton production capacity will be increased to 170,000 tons in mid-2018, and the share of Andisu production capacity will increase from 23% to 25% in 2018, while Sumitomo will add 100,000 tons of production capacity to the Ahim plant in Nishan City, Aishan, Aiyu Prefecture, Japan, with a total annual production capacity of 250,000 tons and a production capacity of 14% from 9% to 14%Dbt DbtGlobal methionine demand has grown at a rate of about 6% in recent years, with annual demand increasing by about 7-80,000 tons According to feed Baba statistics, in 2018 and 2019 the methionine industry added about 17,150,000 tons of new capacity, the end of 2021 the global new capacity of about 870,000 tons (see figure below), of which liquid egg production capacity increased by 370,000 tons, solid egg production capacity increased by 500,000 tons, the next few years will increase nearly 1 million tons of production capacity, while the Asian region accounted for up to 70%, the end of the supply of egg supply significantly higher than the end of demand Dbt Dbt II, domestic import competition Dbt 2018 domestic fixed egg market supply share, domestic manufacturers supply accounted for about a quarter (see figure below), since 2014, China's fixed egg imports in 2018 for the first time decline, fixed egg prices one Year is not as good as one year, this year the market fell 17.5 yuan / kg of historical low prices, bear market period, importers can also rely on technological advantages to maintain profitability, according to Andesu 2018 three-quarter report disclosed that animal functional products gross profit decreased year-on-year, but can be maintained at about 30% Andessou said it would take measures to improve competitiveness, including strict cost controls, continuous improvement of production processes, increased capacity and the provision of high value-added services and the continuous enrichment of its product portfolio Dbt Dbt 2018 record low prices hit the profit and loss line of domestic enterprises, domestic enterprises to increase research and development, technology upgrading, expand the scale of production of diluted costs and other ways to deal with According to reports, Ningxia zimcomenine 171, 3456 projecthas have become the 2018 autonomous region key research and development project major technical projects Its East-West scientific and technological cooperation major projectcyanol legal methionine, has successfully developed cyanol law (no sodium) preparation of methionine complete sets of technology and equipment, breaking the foreign feed-grade methionine technology monopoly, the technical product performance indicators and product quality to reach the international advanced level, for the large-scale methionine industrial production equipment to provide technical support Dbt and Xinhe Cheng said that the company's 250,000 tons of methionine expansion project will be completed and put into operation in 2020, with the second phase of the project, the total production capacity will reach 300,000 tons, product competitiveness will be further enhanced Small pickle finger calculation accounting, 2018 domestic methionine (solid egg plus liquid eggs) total supply of about 285,000 tons, later enterprise expansion project if it can reach production, that only domestic manufacturers can meet the domestic demand for solid eggs!Dbt Dbt III, fixed egg competition Dbt domestic imported solid eggs fierce competition, liquid eggs are not weak, there are research data show that the current global liquid methionine market penetration rate of 30-35%, of which the United States, Brazil, Mexico and other large chicken production countries penetration rate in 65%, 45%, 60%, while China and India liquid egg penetration rate of 22%, 10%, there are methionine manufacturers have said that their liquid methionine products are suitable for direct lymegine into feed in large feed plants, with the increase of the scale concentration of the feed industry, the penetration of liquid methionine increased In the first half of 2018, Sales of Andisou liquid methionine continued to grow by double digits Due to the andes of the andes Su Nanjing liquid egg plant, China's liquid egg imports have declined significantly in recent years (see figure below), and In 2018 Novishi has said it plans to increase China's market share in the latter stages Dbt Dbt in an interview in April 2018, Novix said that if methionine as a whole, capacity is indeed oversupplied by 2020, but if DL-methionine and hydroxymethine are seen separately, the degree of oversupply of DL-methine may be more severe With the increase of the proportion of hydroxymethymeanine use, there may even be an oversupply of methionine and a tight balance between supply and demand of hydroxymethyone Hydroxy methionine has some advantages over DL-methionine First, in storage and transportation, hydroxy methionine has a relatively large cost advantage, second, hydroxy methionine has environmental protection advantages, and third, in aquatic, ruminant and other animal varieties, hydroxy methionine than DL-methionine has a natural technical advantage After a large number of studies and verification, it has been proved that at normal addition levels, hydroxymethionine is used in pigs and poultry in the same way as the bioavailability of DL-methionine With the start-up of the new plant and the optimization of the production line, Novishi's methionine production capacity will gradually increase, the company will gradually improve the market share in China through technical services, products and services Dbt Dbt liquid eggs have an advantage? The solid egg manufacturer slacked off, and in September 2018 Evonik said in a feedinfo interview that construction of Singapore's second plant is now proceeding as planned Based on four years of successful operation at the first plant in Singapore, the company is confident that the new plant will be operational in the first half of 2019 Recently, Evonik released the results of the latest methionine efficacy test on broiler chicken, which confirmed that the liquid methionine hydroxyanalog analogue (MHA-FA) product sesame price is 65% of the price of DL-methine products such as MetAMINO ® The findings are in line with the recent scientific findings of the European Food Safety Authority This means that the average kilogram of liquid methionine hydroxyanoparatry analogue (MHA-FA) can be replaced with 0.65 kg of DL-methine without affecting animal growth DL-methionine is the most effective source of methionine, compared with the liquid methionine hydroxy-FA, which has much lower biological efficacy Biological effect price is high and low, small editor do not understand er, but shopping malls such as the battlefield, the survival of the fittest, later to see who can withstand the test of the market Dbt Five, demand increased Dbt According to feed Baba understand, in 2018 China's feed enterprises production concentration further improved, the number of feed production enterprises continued to decline year-on-year, the country's actual production, operating rate of basic normal feed production enterprises in about 5600, the actual registration of the record of the enterprises are still more than 7,000 In 2018 feed group enterprises crazy plant, of which the twin expansion momentum is the strongest, in 2018 the new 6 feed factories, the acquisition of 8 enterprises, in addition to the new hope hexa-hui, Tang people god, Zhengbang, Aon and other large enterprises invested billions of yuan to expand, including biofeed, aquatic materials by the investment hot, anti-ritum support increased Dbt on October 23, 2018, the China Feed Industry Association issued two group standards, "Piglets, Growing Fatten Pigs With Feed", "Egg chicken, broiler with feed", effective November 1, 2018 Overall, the adjustment, the lower limit of the proportion of crude protein in feed, while adding a ceiling provision, and the original no upper limit provisions According to the ministry of agriculture and rural areas, the average protein level of pigs with feed is expected to be reduced by 1.5 percentage points, and the egg and chicken with feed protein is expected to be reduced by about 1 percentage point The new standard will help promote the growth of amino acid consumption, and the progress of low-protein diet will depend on the price of soybean meal, culture environment, technical applications and other factors Dbt methionine as the first restrictive amino acid in poultry, the proportion of demand in poultry is about 75%, according to china feed industry information network forecast projection data show that 2019 China's total production of finished feed is expected to be 182.5170 million tons, of which egg and poultry production of 31.6449 million tons, an increase of 1.00% YoY, meat and poultry production of 52.7235 million tons, up 1.20% YoY In 2018, China's egg and poultry culture market belongs to the year of recovery and development, the overall development of the market is stable, the scale of breeding is basically stable compared with last year Dbt the ancestral generation to drop the parents, parents to lower the commodity on behalf of the decline, 2018 China's meat and poultry market profit is considerable, the average price of yellow feather chicken hit a record high, white feather chicken in November is now 8 yuan / feather sky-high chicken seedlings Going forward, since 2013, the number of ancestral chickens in China has declined in succession, with only 700,000 sets of introductions in 2015-2017 (see figure below) The reason is that there are market self-regulation factors brought about by long-term deep losses, as well as factors for China to suspend the import of poultry from the affected countries The number of ancestral chickens is expected to be 870,000 in 2018, a pick-up in number, or at a low level Domestic demand for methionine is increasing, but compared with the high-speed increase in supply, it is also a small witch Dbt Dbt 6, export tax rebate Dbt in the first half of 2018 China's fixed egg exports of about 20,000 tons, up 45% YoY, the second half by domestic manufacturers for a longer period of shutdown and maintenance, the impact of exportvolume significantly declined (see figure below), January-November 2018 China's fixed egg exports 31,000 tons, down 34% YoY Dbt China in the economic growth of the downward pressure, as well as trade friction background, the Ministry of Finance, the General Administration of Taxation has issued a notice to increase the export tax rebate rate of some products, according to the September 5 notice, from September 15, 2018 lysine ester and lysine salt, DL-hydromyoline products (code 293090991) export tax rebate increased from 11% to 13% According to the October 22 notice, from November 1, 2018, the code of 29304000 methionine (methionine) product sythionine (methionine) product export tax rebate increased from 13% to 16% Dbt Dbt time flies, day after day blinks, thinking about the 2014-2015 methionine market, crazy, waves, up tall buildings, feasting guests, but madness is always short, in every dream wakeup Challengers have come, more than one, in 2015 Hijdge built the world's first bio-fermented methionine plant, in Malaysia officially put into production, with a production capacity of 80,000 tons;Dbt the Warring States era group of deer, the original manufacturers to expand production, new manufacturers into, the rise of domestic manufacturers, the leader and challengers under the confrontation, the price of methionine has been declining year after year, the competition is becoming more intense, production not only has heinfa, cyanol method, but also the emergence of biological fermentation method New processes such as new solid methionine sources, research and development, spelling technology, spelling costs, as well as low, methionine prices are lower year by year, the market price of solid eggs in 2018 is a record low of 17.5 yuan / kg Dbt According to feed Baba statistics, the global new methionine production capacity in 2018-2021 is about 970,000 tons, far more than the annual growth rate of 6% of the global demand end, and 700,000 tons of new capacity concentrated in Asia, including 500,000 tons of fixed eggs, 200,000 tons of liquid eggs, in the next few years domestic methionine supply competition will be white heat Domestic VS import, fixed egg VS liquid egg, methionine into the melee period, six keywords eight charts, with the small compilation review of 2018 methionine market changes!Dbt , the price of depressed Dbt 2018 methionine production capacity continued to expand brought a depressed market trend, the domestic first three quarters of the methionine market fell, in September solid methionine fell to 17.5 yuan / kg price, a record low The fourth quarter of the methionine market again waves, due to the domestic manufacturers stop maintenance time is longer, coupled with the decline in imports, Winstart manufacturers price increase, Hijie to Hong Kong delay, Rhine River level concerns and other Lido news, October methionine market price jumped up, quickly rebounded to the annual peak of 23.5 yuan / kg Dbt good times are not long, the negative factorback, in October Japan 100,000 tons of new capacity for the test, in November solid egg imports rebounded sharply, in December domestic manufacturers start production, as the supply rebounded, the methionine market support is insufficient, in November back to the fall channel The decline continued in January 2019, with the current solid egg market price falling to a record low of 17.5-18.5 yuan/kg Dbt Dbt , capacity expansion Dbt According to feed industry information network statistics, the global demand for methionine in 2018 is about 1.28 million tons, the global methionine production capacity of 1.