Amino Acids China Monthly Report

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

Company dynamics

• Hebei Chuncheng adds 12,000 t/a glycine capacity.
• EI report for Xinjiang Suyuan's amino acid flexible production expansion project was publicized.
• EI report for Dongxiao Bio's two amino acid projects were released.

Project Progress

• Shouguang Golden Corn adds 50,000 t/a lysine capacity.
• Tongliao Meihua presses ahead with dual amino acid projects.
• EI repeorts for two glycine projects publicized.

Governmental Direction

• In Jan., 2026, EU has approved L-arginine produced using Corynebacterium glutamicum KCCM 80393 as a feed additive for all animal species.
• In Jan., 2026, the U.S. announced a preliminary determination regarding the imposition of countervailing duties on L-lysine imported from China.

Price

In Jan., 2026, lysine prices experienced a moderate rebound, with the 98.5% grade up 1.72% MoM and the 70.5% grade increased by 3.59% MoM.

Import and Export

In Dec. 2025, methionine export volume increased by 24.46% MoM, with import volume up 66.13% MoM.

Reminders

• The USD/CNY exchange rate in this newsletter is USD1.00=CNY7.0230, which was sourced from the People's Bank of China on 5 Jan., 2026. 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.