Amino Acids China Monthly Report

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

Company dynamics

In July, amino-acid-focused listed companies successively released their 2025 semi-annual earnings forecasts: NHU and Star Lake Bioscience expect YoY profit growth, while Yongan Pharmaceutical anticipates a decline due to lower average selling prices of its key products.

Project developments

• EI report announcement for Tangshan Chengyou Technology and Bozhe Chemical's the new creatine monohydrate project
• EI report acceptance announcement for ComHony Biotech's 324 t/a new biological pharmaceuticals project
• Zhejiang Yuanda Bio's glycine expansion project
• Guangrui Bio's food additive technology renovation project
• Anhui Enzymetree Biotech plans 100 t/a arginine capacity

Governmental Direction

From mid-June to early July 2025, the U.S. Department of Commerce initiated anti-dumping and countervailing duty investigations on L-lysine imported from China, while the European Union issued its final anti-dumping ruling on Chinese lysine.

Price

In July 2025, prices of both solid methionine and liquid methionine increased slightly YoY.

Import and Export

In June 2025, lysine ester and salt export volume fell by 8.18% MoM, while the import volume increased by 291.52% MoM.

Reminders

• The USD/CNY exchange rate in this newsletter is USD1.00=CNY7.1534, which was sourced from the People's Bank of China on 1 July, 2025. All the prices mentioned in this newsletter will include the price of methionine. 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/USD prices. calculated with pre-conversion RMB prices/USD prices. calculated with pre-conversion RMB prices/values, except for the figures in Import and Export column. calculated with pre-conversion RMB prices/values, except for the figures in Import and Export.