The following is the relevant situation regarding the production cost and price trend of L-threonine:
1. Production Cost
·Raw Material Cost: The production of L-threonine mainly uses glucose or sucrose as raw materials. Research has shown that using molasses instead of glucose as the substrate can reduce the substrate cost by 48%.
·Production Technology Cost: Traditional production methods have relatively high costs. However, by using metabolic engineering technologies such as optimizing the key genes in the L-threonine biosynthetic pathway, optimizing the transport system, and screening transcription factor mutants, the production efficiency can be improved and the comprehensive cost can be reduced.
·Other Costs: These include energy costs, equipment maintenance costs, labor costs, environmental protection costs, etc. With the increasing requirements for environmental protection, environmental protection costs show an upward trend. In the case of large-scale production, labor costs and others may be diluted if management and processes can be optimized.
2. Price Trend
·Recent Prices: According to the news on March 7, 2025, the current mainstream quotation in the domestic threonine market is 9.3 - 9.5 yuan/kg, and the price in the European threonine market is 1.42 - 1.45 euros/kg.
·Short-term Trend: According to the news on February 14, 2025, the quotations of mainstream threonine manufacturers have continued to decline and have reached a low level. It is expected that the price will have a slight narrow adjustment in the short term. However, some manufacturers may reduce the price by 10% - 15% to gain market share, which may cause further price fluctuations.
·Long-term Trend: Judging from the situation in 2024, the export data in the first half of the year was good, with a significant year-on-year increase. In the long term, if the demand remains stable or continues to grow, especially in the feed and other industries, and at the same time, production technologies continue to progress and costs are reduced, and enterprises expand their production capacity, the price of L-threonine is expected to fluctuate within a reasonable range. Supported by costs and driven by demand, there may be some upward space, but it is also affected by factors such as market competition and raw material price fluctuations.