Welcome to Acidity Regulator China Quarterly Report Q3 2026
Market analysis
On 25 August, 2026, the EEC's Internal Market Protection Department issued Announcement No. 2026/504/AD46, launching an anti‑dumping investigation into citric acid from China following an application by EAEU producers.
Company dynamics
In Q3 2026, Ensign Industry's H1 results showed rising revenue but falling profit, alongside a strategic shift: EI approval of a 3,000 t/a functional citrate project, no further citric acid capacity expansion before end‑2027, and a change in alcohol line policy from "divestment of the existing line" to "no new construction".
In H1 2026, Henan Jindan posted a typical "revenue up, profit down" performance, while its PLA project has entered trial runs, with capacity ramp‑up to be accelerated going forward.
Price updates
In Q3 2026, citric acid prices remained weak, weighed down by falling raw material costs, a seasonal lull in downstream demand, a widening supply-demand imbalance, and simultaneous softening in both domestic and overseas markets.
The USD/CNY exchange rate in this period is USD1.00=RMB6.7367, sourced from the People's Bank of China on 8 October, 2026. All prices include VAT unless otherwise stated.

