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Due to the rise in raw corn, cost pressure is greater, recently lysine manufacturers slightly increased the price, this week Yip 98 content lysine quoted 7.25 yuan / kg, flat compared to the previous time, 70% lysine quoted 4.45 yuan / kg, 0.05 yuan / kg higher than the previous price.
june began to enter the high temperature maintenance season, Xijie Chat City factory shutdown maintenance, factory operating rate is falling.
Export volume is supported by large deposits, manufacturers raise prices and maintenance season, market attention increased, 70% lysine market prices followed by a small increase, while domestic pig consumption significantly declined, weak demand inhibited growth, lysine market stable and strong.
higher cost pressure since April, the corn market opened the way to rise, the increase in May is larger. After the
big rise, the recent weak corn price shock, the auction continued to put, on Thursday there are 4 million tons of lin storage corn on the market, market supply pressure increased, swine fever epidemic led to a decline in pig demand, downstream wait-and-see mentality, short-term corn prices face adjustment pressure.
but the new Chen corn alternate gradually opened, the auction floor price to raise the savings support.
as a whole, corn prices are at a high level, with the current average corn price of 1942.16 yuan/tonne, up 126.63 yuan/tonne from the beginning of April.
the market price of lysine continued to operate at a low level, the impact of rising costs on lysine enterprises is obvious, some manufacturers lose money, the operating rate is decreasing.
export volume increased significantly year-on-year According to customs statistics, in April 2019, China's tax number 29224190 lysine and lysine and esters export volume of 571,000 tons, an increase of 100% year-on-year.
expansion of domestic lysine production capacity and low prices of lysine, the export price of lysine in April 2019 was US$948/tonne, down 18.8% YoY.
Lysine exports to Eurasia, Africa and parts of the Americas remained high from January to April 2019, with the top three export regions: the Netherlands, Germany and Thailand.
January-April 2019, China exported a total of 192,900 tons of lysine and esters, an increase of 71% year-on-year.
trade friction between China and the U.S. has escalated since May, with tariffs imposed on each other and tariffs on lysine exports temporarily limited, but the U.S. Trade Representative's office has said it may impose tariffs of up to 25 percent on about $300 billion worth of Chinese goods.
talks on China-U.S. trade talks, and for the enduring war, we need to continue to pay attention to the progress of China-U.S. trade negotiations.
consumption of pigs significantly escalated Sino-US trade friction, the soybean meal market has been crazy again recently, helping to promote low-protein daily grains.
not affected by the plague epidemic, the stock of pigs in China will decline significantly in 2019.
data from the Ministry of Agriculture show that the year-on-year decline in pig storage and sow storage in China in April was -20.8% and -22.3%, respectively, a new record low.
Pig less, promote pig prices rise, pig material decline of about 20%, some areas higher, the demand for lysine, in the fourth quarter of 2018 can be a big drop in sow supply in the third quarter of this year, recent outbreaks in southern China, southwest China, summer non-plague virus easily spread through mosquitoes, pig consumption is expected to remain depressed in the third quarter, domestic lysine demand is weak.
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