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Amino Acids China E-News (Chinese version)

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Main Content of Amino Acids China E-News 201610(Chinese version)

Price of this issue :
USD 98

Published on 1st November, 2016

Published on 1st November, 2016

Published on 1st November, 2016

Published on 1st November, 2016

Published on 1st November, 2016

2016年第三季度中国氨基酸出口整体表现良好，赖氨酸酯及盐出口量大增，谷氨酸出口量在8月更是创出单月历史新高。但胱氨酸出口依然维持近年来不断下降的趋势。

Published on 1st November, 2016

Published on 1st November, 2016

由于原料玉米价格下滑和下游生猪出栏恢复缓慢等原因，国内主流饲料企业调低其猪饲料的价格。但受制于交通新规的限制，终端养殖户受益可能较少。

Published on 1st November, 2016

由于节假日后的"淡季"和下游需求平淡，再加上玉米价格下滑加速和生猪存栏恢复缓慢，10月国内赖氨酸价格继续下跌。后续新玉米上市量陆续加大，从成本角度来看价格将继续利空。与此同时，赖氨酸出口十分活跃，8月创出单月出口量的新高。

Published on 1st November, 2016

Published on 1st November, 2016

正在申请新三板上市的宁夏伊品近年业绩良好，2016年上半年净利润达到2.1亿元（USD31.41 million）。目前宁夏伊品将业务核心放在国内，海外业务由于专利诉讼问题开始不断弱化。由于玉米价格下滑等原因，赖氨酸等主营业务毛利提升，预计后续整体利润会继续向好。

Published on 1st November, 2016

赢创正在新加坡建设第二座蛋氨酸工厂，投产后新加坡的产能将翻倍增加。新加坡是中国蛋氨酸进口的第二大来源国，赢创的布局将使亚洲蛋氨酸市场竞争异常激烈。

Published on 1st November, 2016

天药股份以11.61亿元(USD173.71 million)收购金耀药业。天药股份和金耀药业同为皮质激素类和氨基酸类药品生产商，以原料药为主营产品的天药股份希望通过收购以制剂为主营产品的金耀药业，实现"原料药与制剂并重"的战略方向和寻求利润新增长点。

Published on 1st November, 2016

华恒生物在9月30日发布公告称由于筹备在A股上市将继续停止在新三板的股票转让。华恒生物是以L-丙氨酸作为其主营产品，近年来业绩较为理想。由于恒华生物通过发酵法生产L-丙氨酸，原料为葡萄糖，目前国内不断下滑的葡萄糖价格将有利其成本降低。

Published on 1st November, 2016

由于拟用30.93亿（USD461.59 million）收购宁夏紫光，渝三峡A停牌近半年，在2016年10月12日复牌立刻涨停。在公告中显示宁夏紫光近年业绩较好，产品销量和利润等状况均有所上涨，收购完成后将渝三峡A形成双主业务模式。

Published on 1st November, 2016

在2016年9月底，由于未披露其为供应商提供银行巨额担保的情况，大成生化受到香港交易所的谴责。同时在9月中发布的中期报显示，2016年上半年大成生化虽然业绩已有较大幅度改善，但净亏损持续。

Published on 1st November, 2016

怪兽饮料正式进军中国功能性饮料市场，但商标问题和保健品批文等困扰其发展，另外立足美国文化会否在中国出现水土不服需要时间验证。目前国内功能性饮料市场发展潜力巨大，但竞争激烈，国内企业包括哇哈哈也陆续在功能性饮料市场发力。

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