Recently, the vitamin A market has been operating steadily overall. Manufacturers generally maintain a price-supporting stance, while market demand is relatively weak. Currently, the market price for first-tier domestic brands is 82-85 yuan/kg, second-tier brands are around 80 yuan/kg, and the export price for VA 1000 is about 22 USD/kg. The vitamin A market is currently in a stalemate between “strong manufacturer price support” and “weak end-user demand,” with prices fluctuating in the range of 80-85 yuan/kg. Manufacturers’ upcoming maintenance shutdowns and rising raw material costs support their determination to keep prices firm, making a sharp price drop unlikely. Around mid-June, a small wave of restocking is expected, which may drive a slight price recovery. For future market trends, it is recommended to closely monitor announcements. June to August is the traditional maintenance season; pay attention to the duration of maintenance at leading companies and the impact on production capacity. After maintenance announcements are released, observe the destocking speed of downstream feed mills and traders. If inventory levels are low, a price rebound is almost certain. “Usually, one month before maintenance begins is the best time to position,” as the market is still in a game-theoretic phase and future trends have not yet begun to unfold.
Threonine: The market price has been continuously weak recently. Mainstream manufacturers’ prices are relatively firm with slight reductions, but market inquiries and purchases are average, with end-users mainly purchasing based on rigid demand. Currently, the market price of threonine is around 1250-1300 USD/ton, and the price is expected to remain weak and adjust in the near future.
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