Amino Acids China Monthly Report

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

Governmental direction

On 30 April, 2026, the EU resumed its anti-dumping probe into Chinese lysine.

Project Progress

• The EI report for Sinobest's 500 t/a food-use histidine project and Dongxiao Bio's 3,000 t/a trehalose or 1,500 t/a specialty amino acids project were accepted.
• Longteng Bio's amino acids refining workshop project passed acceptance check.

Company dynamics

• Newtrend planed to invest USD7.01 million in its Jingzhou glycine production base.
• Star Lake Bioscience swung to a loss in the first quarter of 2026, compared with a profit a year earlier.
• Adisseo reported a first-quarter 2026 net profit slide of over 30%.
• Meihua Group saw its first-quarter 2026 net profit plunge YoY.

Price update

In May, methionine prices shifted from rising to falling, with monthly prices of MHA-FA and solid methionine decreasing by 16.25% and 17.13% MoM, respectively.

Import and export.

In April, China's lysine ester and salt exports climbed 22.40% YoY, though value slipped 2.67% and the average price tumbled 20.48%.

Reminders

• The USD/CNY exchange rate in this newsletter is USD1.00=CNY6.8562 (sourced from People's Bank of China on 6 May, 2026). All the prices mentioned in this newsletter will include the VAT, unless otherwise specified.
• The USD/HKD exchange rate in this newsletter is USD1.00=HKD7.8353 (sourced from People's Bank of China on May, 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.