Amino Acids China E-News(Amino Acids China E-News 202509)

Welcome to the Sept. issue of Amino Acids China E-News.

Company dynamics

• Yongan Pharmaceutical's net profit slumped by 76.19% YoY in H1 2025.
• Adisseo reported higher revenue and profit for H1 2025.
• Meihua Group's net profit rose 19.96% YoY in H1 2025.
• NHU and Huaheng Biotechnology posted H1 2025 revenue growth YoY.

Project developments

• The EI report for Qinhuangdao Huaheng's 12,000 t/a bio-based tryptophan expansion project was publicized.
• The EI report for Shandong IFT's monohydrate creatine renovation and expansion project was released.
• The EI report for Mingding New Materials' monohydrate creatine reconstruction project was made public.

Governmental Direction

On 25 Aug., 2025, MARA responded to the 4270th proposal of the 14th National People's Congress, which was about supporting the promotion and application of full-process digital intelligent grain-saving pig farming technology models.

Price

In Sept. 2025, methionine prices were primarily affected by sluggish trading sentiment on the demand side, leading to a slight decline in prices.

Import and Export

In Aug. 2025, lysine ester and salt export volume fell by 14.34% MoM, while the import volume down by 99.90% MoM.

Reminders

• The USD/CNY exchange rate in this newsletter is USD1.00=CNY7.1072, which was sourced from the People's Bank of China on 1 Sept., 2025. All the prices mentioned in this newsletter will include the VAT, unless otherwise specified.
• In this newsletter, the variance rates (MoM, QoQ, YoY, etc.) of all figures that involve RMB/USD conversion (prices, sales values, costs, etc.) are calculated with pre-conversion RMB prices/values, except for the figures in Import and Export column.