According to market information from Boya Hexun, on October 23, 2026, Wanli Runda announced that, due to continued freight rate increases with no signs of relief, it would stop accepting domestic orders for 80%, 70%, and 98.5% lysine, effective immediately. The adjustment covers new domestic orders for these three products, indicating that pressure from transportation costs has affected the company's order acceptance arrangements.

The most immediate impact may be felt in procurement. For customers planning to place new orders with Wanli Runda, whether orders can be fulfilled and whether procurement schedules need to be adjusted will be near-term concerns. If the suspension of order acceptance continues, some procurement demand may shift to other supply channels, affecting inquiries and order arrangements with relevant suppliers.

It is important to distinguish that stopping order acceptance does not directly mean production has halted, nor does it establish that existing orders have stopped being delivered or that overall market supply has tightened. The announcement reflects the impact of rising freight costs on order acceptance decisions and is not sufficient to support a conclusion that lysine prices will necessarily rise. Future price and delivery changes will still depend on how long order acceptance remains suspended, the capacity of other supply channels to take on demand, and actual procurement needs.

Going forward, it will be worth monitoring whether Wanli Runda announces a resumption of order acceptance and whether transportation costs ease. If freight cost pressures persist, they may further affect delivery terms and procurement costs for new orders; if transportation costs fall, order acceptance arrangements may also be adjusted accordingly.