Business Direction of Amino Acid Companies

November 2014 | 39 pages | ID: B856A713382EN
Guangzhou CCM Information Science & Technology Co., Ltd. (CCM)

Abstracts

Amino acid industry hot topics since 2013:

• Capacity of bulk amino acids (especially lysine and methionine) continued to increase in the world, intensifying the competition in global market.
• Due to increasing competition and weak demand, the market of bulk amino acids in China continued in recession.
• Leading producers of bulk amino acids started to cut peoduction since end 2013, and the price of bulk amino acids saw rebound since Q2 2013.

Purpose of report: CCM has analyzed the performance and management plans of both domestic and oerseas leading producers of amino acids, in order to make a comparison of domestic and overseas enterprises, and give a future pattern of global amino acid industry.

What to report: In this report, business directions of leading amino acid producers are analyzed from the following aspects:

• Performance of producers by segment and region;
• Some key projects;
• Some important dynamics;
• Future management plans.

Forecasts:

• Competition in global lysine market is becoming more intense following the launch of many new caoacities in China and the US.Integration of lysine industry will be improved therefore.
• Global distribution of methinone production will be more balanced after the completion of some new capacities in Asia, including plants of Evonik and CJ Group.
• Minor amino acids may be considered as new growth point for domestic producers,because of their higher profitability than bulk products.

Contents

1 OVERVIEW

2 DOMESTIC ENTERPRISES

2.1 Fufeng Group
  2.1.1 Company profile
  2.1.2 Performance
  2.1.3 Future development
2.2 Meihua Bio
  2.2.1 Company profile
  2.2.2 Performance
  2.2.3 Future development
2.3 Global Bio-Chem
  2.3.1 Company profile
  2.3.2 Performance
  2.3.3 Future development
2.4 Conclusions

3 OVEASEAS ENTERPRISES

3.1 Evonik
  3.1.1 Company profile
  3.1.2 Performance
  3.1.3 Future development
3.2 Ajinomoto
  3.2.1 Company profile
  3.2.2 Performance
  3.2.3 Future development
3.3 CJ CheilJedang
  3.3.1 Company profile
  3.3.2 Dynamics and future development
3.4 Conclusions

List Of Tables

LIST OF TABLES

Table 2.1.2-1 Performance of high grade amino acids of Fufeng Group, 2012-H1 2014
Table 2.1.2-2 Performance of Fufeng Group's threonine and lysine business, 2012-H12014
Table 2.2.3-1 Main investment projects of Meihua Bio since 2013
Table 2.3.2-1 Performance of Global Bio-chem, 2013
Table 2.3.2-2 Performance of Global Bio-chem by product, 2012 and 2013
Table 3.1.3-1 Projects under construction of Evonik, 2013
Table 3.2.2-1 Net sales and operating profit of Ajinomoto by segment in FY2013 (ended March 31, 2014), billion JPY
Table 3.2.2-2 Net sales and operating profit of Ajinomoto by region in FY2013 (ended March 31, 2014), billion JPY
Table 3.2.3-1 Performance of Ajinomoto, 2011-2020
Table 3.2.3-2 Market size of feed-use amino acids and shares of Ajinomoto, 2010-2014, 000' tonne

List Of Figures

LIST OF FIGURES

Figure 2.1.2-1 Revenue of Fufeng Group by business unit, 2013
Figure 2.1.2-2 Average selling price of MSG of Fufeng Group, 2011-H1 2014, USD/t
Figure 2.1.2-3 Sales volume and average selling price of Fufeng Group's xanthan gum, 2010-H1 2014
Figure 2.1.3-1 Revenue growth of Fufeng Group by business unit, 2013 and H1 2014, million USD
Figure 2.2.2-1 Revenue and gross profit of Meihua Bio by product, 2013
Figure 2.2.2-2 Revenue of Meihua Bio by segment, 2010-2013, million USD
Figure 2.2.2-3 Gross profit and gross profit margin of Meihua Bio by segment, 2010-2013, million USD
Figure 2.2.2-4 Ex-works prices of Meihua Bio's monosodium glutamate (MSG), threonine, and lysine, 2012-2013, USD/t
Figure 2.2.2-5 Ex-works prices of Meihua Bio's minor amino acids, 2012-2013, USD/t
Figure 2.3.2-1 Revenue structure of Global Bio-chem by product, 2013
Figure 3.1.2-1 Sales of Evonik by region in 2013, in USD million
Figure 3.1.2-2 Capital expenditure of Evonik by region in 2013, in USD million
Figure 3.1.3-1 External sales, adjusted EBIT, EVA, and capital expenditure of Evonik by segment, in million USD, 2013
Figure 3.2.3-1 Ratio of retailed monosodium glutamate, by slaes volume, 2013-2020
Figure 3.2.3-2 Ratio of retailed sweetener, by slaes value, 2013-2020
Figure 3.2.3-3 Operating profit of feed-use amino acids, billion JPY
Figure 3.4-1 Layout of the plants of Evonik, Ajinomoto and CJ CheilJedang, for feed-use amino acids