Welcome to the August issue of Amino Acids China Monthly Report.
Governmental direction
US finalised anti-dumping and countervailing duties on Chinese L-lysine.
Project progress
BBCA Biochemical's 60,000 t/a lysine hydrochloride line project (Phased) and Grand Hoyo's Hoyo amino acid project (Phase II) passed acceptance check.
The EI report for Hongtai Chemical's 100,000 t/a technical‑grade glycine project was accepted.
The EI report for Xinjiang Dongming's 450,000 t/a feed-grade DL-methionine (Phase I) construction project was publicised.
Company dynamics
Meihua Group's H1 2026 net profit fell 62.56% YoY.
NHU's H1 2026 net profit rose 11.31% YoY.
Star Lake Bioscience's H1 2026 net profit plummeted YoY.
Price update
In August 2026, the prices of 70% lysine and 98.5% lysine fell by 3.23% MoM and 2.04% MoM respectively.
Import and export.
In July, 2026, China's methionine export volume declined YoY, whilst export value and the average export price both increased YoY.
Reminders
The USD/CNY exchange rate in this newsletter is USD1.00=CNY6.7898 (sourced from People's Bank of China on 3 August, 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.

