On November 6, 2026, the 45th-week amino acid market report by HUIYI Network showed that the performance of leading domestic companies diverged in the first three quarters and came under widespread pressure. The lysine market has recently continued to trade within a weak, narrow range. The information provided does not involve any new policies, standards, or trade rules. For production, distribution, and procurement, the key considerations are the operational effects that may result from product price changes and profit pressure.

Profits at Leading Companies Decline as Lysine Quotations Remain Weak

The report noted that in the first three quarters of 2026, Meihua Holdings' net profit attributable to shareholders fell 76.5% year on year, with net profit for the third quarter alone down 96% year on year. Xinghu Technology's net profit attributable to shareholders declined 94.49% year on year over the first three quarters. The main reason for the declines at both companies was an increase in sales volume but a fall in prices for core products such as lysine and threonine.

Recently, the domestic lysine market has continued to consolidate within a weak, narrow range. Quotations for 70% and 98% lysine have been stable to slightly weaker, while the retreat in prices for key products has squeezed profit margins across the industry.

Price Changes Affect Production and Procurement

Manufacturers Face Pressure on Product Profitability

From an industry perspective, rising sales volumes alongside falling prices for core products may put pressure on manufacturers' profits even as sales volumes change. Companies can continue to monitor how changes in lysine and threonine prices affect profitability in light of their own product portfolios. The actual impact will vary depending on each company's operating circumstances.

Distribution and Procurement Teams Should Verify Quotations

Analysis suggests that weak lysine quotations may affect inventory planning and sales pricing for distributors, as well as procurement schedules for buyers. Since quotations are available for both 70% and 98% lysine, the parties to a transaction can verify the required specifications and quotation terms separately, rather than treating prices for different specifications as equivalent.

Check Specifications, Prices, and Supply Arrangements

Distinguish Product Specifications and Transaction Terms

Procurement and sales teams can track quotations for 70% and 98% lysine separately and verify product specifications, quantities, and delivery arrangements during discussions. These checks are operational recommendations, not new compliance requirements introduced by this news report.

Assess Procurement Timing in Light of Price Changes

Analysis suggests that, with quotations stable to slightly weaker, buyers can assess procurement plans in light of actual demand and supplier quotations, while distributors can consider whether inventory levels align with sales plans. The future price trend cannot yet be determined based solely on this report.

Continue Monitoring Company Operating Information

Relevant companies can continue to review subsequent operating information from leading companies and monitor prices and market feedback for products such as lysine and threonine to assess whether the changes in sales volume and prices persist. The information provided does not specify any new certification, testing, or delivery rules. Applicable requirements should continue to be determined by the relevant documents and transaction agreements.

A Market Signal, Not the Introduction of New Rules

Editor's observation: This news report reflects changes in the performance of leading companies and lysine market quotations. The information currently available is insufficient to conclude that any new policies, regulations, standards, or trade rules have been introduced, or to infer that the interpretation of regulatory enforcement has changed. It is better viewed as a market signal for monitoring product prices and industry profit pressure. Company operating information, product quotations, and industry feedback should continue to be followed.

Assess Potential Impacts Based on Product and Transaction Details

Declining profits at leading companies and weak lysine quotations offer supply chain participants a reference for assessing procurement, sales, and supply arrangements. At present, it is advisable to distinguish between disclosed facts on company performance and quotations and market assessments that have yet to be verified, and to make decisions prudently in light of specific product specifications and transaction terms.

Sources and Follow-Up Verification

This article was prepared based on the supplied news headline, event date, and event summary. No link to a specific official source was provided in the input, so the relevant information should continue to be verified. Company announcements, industry information, and materials published by relevant authorities can be consulted to monitor company operations, market quotations, and industry feedback. If relevant policy or rule changes emerge, their official content and scope of application should also be verified.