Ethanol: China's ethanol market dynamics on June 26

The price index of general-grade ethanol was 6005.95 on June 26th, which was stable compared with the previous working day.

The price of ethanol in China fluctuates slightly, the quotations of some factories in East China rise, the low-end price of large factories in Northeast Jilin disappears, the price in Heilongjiang region is not determined before press time, and the price in Henan is stable. June 26 hot spot: first, the price of individual factories in East China has increased by 50 yuan / ton, and there is not much general spot in the market. Second, the price in Henan is stable. Third, the price of a large factory in Northeast Jilin has increased by 100 yuan per ton. Fourth, the bidding price of ethyl acetate is stable.

Specifically, the northeast Jilin factory maintenance news release, order delivery, quotation increased by 100 yuan / ton. The price in Heilongjiang area is uncertain, the enterprise inventory is not high, and the early order is delivered. Prices in Henan are stable. The price of individual enterprises in East China has risen by 50 yuan / ton, the low-end price of the market has disappeared, and the general spot is more tight. Individual coal-based ethanol is obviously willing to raise its price, and it is sold at a low price. Northeast enterprise Jilin market general grade quotation 6150-6250 yuan / ton. The general grade of Heilongjiang market is 6000-6100 yuan / ton, Heilongjiang anhydrous market is 6800-6900 yuan / ton, and Jilin anhydrous market is 6950-7100 yuan / ton. The northeast closing position is about 6300 yuan / ton for negotiation. The superior enterprises in Central China are quoted at 6370 yuan / ton and the water-free price is 7250 yuan / ton. The price of ethanol in East China is 6400-6450 yuan / ton. The price of anhydrous ethanol is 7150-7250 yuan / ton, and the general price in southern Jiangsu is 6550 yuan / ton. Cassava ethanol 6700-6800 yuan / ton in Guangxi, South China.

& nbsp;                                     unit: yuan / ton

Raw materials / by-products and downstream

Unit: yuan / ton, US dollar / ton

Future forecast: it is expected that China's ethanol fluctuates slightly, Jilin large factories have obvious storage, plant maintenance plans support, prices rise and wait for downstream feedback, prices in Heilongjiang are likely to rise. There is no advantage for the current prices in Henan to be sent to Shandong and East China, and there is still room for downward price if this window is opened. Short-term spot in East China is low, and enterprises are about to shut down in the near future. the price rise in Northeast China is supported by price rise, and it is possible for East China to rise.

Raw materials: corn ethanol: corn price sales area price stability, large factory ddgs inventory reduction, soybean meal price rise, as well as enterprise equipment maintenance news release, downstream stock positive price pull up. Dry cassava: the price of ethanol in China is weak, the buying atmosphere is not strong, and the price is sorted out.

Supply: northeast start: Dongning shutdown, Baoquanling shutdown, Fuyu Huihai normal, Cofco Zhaodong fuel plant production and food production, Hongzhan Laha Phase I stop, Bayan stop feeding, Heilongjiang Shenglong production; Fukang first line shutdown, Tianyu normal, Shuntong shutdown, Dongfeng Huafeng downtime, Xintianlong production reduction, Liniu downtime. East China Flower Hall half-load production, Guannan shutdown, Jin Changlin shutdown, Guohua shutdown, Changxing production, Longhe production, sul shutdown, Fulaichun continued shutdown, Maybohui shutdown, MINUSTAH production. The production of enterprises in Mengzhou, Henan Province is normal.

Demand: downstream chemical rigid demand procurement. Buy a small amount of liquor.

Logistics: logistics price is stable.

Equipment maintenance table of Chinese ethanol enterprises

Remarks: all estimated downtime and production capacity are subject to the specific downtime of the factory.