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2021
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12
Diagram丨2021 Amino Acid Market Hotspots
The game between global inflation expectations and policy regulation,
Guaranteed supply and stable production throughout the agricultural and animal husbandry industry chain in 2021;
Under the complex situation, pork consumption and supply are dislocated, and the curtain of high-quality development and cost reduction has been opened;
The total supply of white feather broilers has set a new high, demand has been squeezed, and the differentiation of volume and profit within the industry has intensified;
The production capacity reduction of laying hens is coming to an end, the supply and demand tend to be in a tight balance, and the high cost inhibits the replenishment of the hurdles;
The global soybean supply is in a tight balance, the U.S. soybean inventory has bottomed out, and the replacement of soybean meal has curbed demand;
The tight supply and demand pattern of corn has eased, and high prices have promoted grain substitution to set a new high;
The global share of Chinese amino acids has increased, the supply pattern has improved, and the industry's profitability has improved significantly;
Under the period of vitamin overcapacity, the supply pattern is scattered, and the overbought phase eases the contradiction between supply and demand;

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