The price index of general-grade ethanol was 6015.50 on June 28th, which was stable compared with the previous working day.
The price of ethanol in China is stable, the price in East China and Northern Jiangsu rose 50 yuan / ton yesterday, the other is stable, the market is expected to reduce supply, and the positive mentality is increased. June 28 hot spot: first, East China quotation rose 50 yuan / ton yesterday. Second, prices in Henan are stable. Third, the price in Northeast China is stable. Fourth, the bidding price of ethyl acetate has increased. Fifth, the purchase price of chemical industry has risen sharply.
Specifically, the northeast region quotation is stable, Jilin region has more early contracts, under the premise of planned downtime, a limited number of contracts are signed. Prices in Henan are stable and cross-regional arbitrage is open. East China quotation rose 50 yuan / ton yesterday, enterprises do not have much spot, chemical rigid demand procurement, sent to the price rise. Northeast enterprise Jilin market general grade quotation 6150-6250 yuan / ton. The general grade of Heilongjiang market is 6050-6150 yuan / ton, Heilongjiang anhydrous market is 6850-6900 yuan / ton, and Jilin anhydrous market is 6950-7200 yuan / ton. The northeast closing position is about 6300 yuan / ton for negotiation. The superior enterprises in Central China offer 6330-6370 yuan / ton, and the price of no water 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
|
Area |
Specifications |
Market |
2023/6/28 |
2023/6/27 |
Rise and fall |
|
|
South China |
Cassava is anhydrous |
Guangxi |
7450-7500 |
7450-7500 |
0/0 |
|
|
Molasses 95% |
Guangxi |
- |
- |
- |
|
|
|
Cassava 95% |
Guangxi |
6700-6800 |
6700-6800 |
0/0 |
|
|
|
North China |
Superior grade |
Hebei |
- |
- |
- |
|
|
No water |
Hebei |
6900-7150 |
6900-7150 |
0/0 |
|
|
|
Northeast China |
General level |
Jilin |
6150-6250 |
6150-6250 |
0/0 |
|
|
No water |
Jilin |
6950-7200 |
6950-7200 |
0/0 |
|
|
|
General level |
Jinzhou |
6300-6300 |
6300-6300 |
0/0 |
|
|
|
General level |
Heilongjiang Province |
6050-6150 |
6050-6150 |
0/0 |
|
|
|
East China |
General level |
Anhui Province |
6450-6500 |
6450-6500 |
0/0 |
|
|
No water |
Anhui Province |
7200-7300 |
7200-7300 |
0/0 |
|
|
|
No water |
Shandong |
|
|
0/0 |
|
|
|
General level |
Shandong |
6450-6500 |
6450-6500 |
0/0 |
|
|
|
Superior grade |
Shandong |
6700-6900 |
6700-6900 |
0/0 |
|
|
|
Send it to other places without water. |
Shandong |
- |
- |
0/0 |
|
|
|
General level |
Northern Jiangsu |
6400-6450 |
6400-6450 |
0/0 |
|
|
|
No water |
Northern Jiangsu |
7200-7300 |
7150-7250 |
+50/+50 |
|
|
|
General level |
Southern Jiangsu |
6550-6600 |
6550-6600 |
0/0 |
|
|
|
Central China |
Superior grade |
Henan |
6330-6370 |
6330-6370 |
0/0 |
|
|
No water |
Henan |
7250-7250 |
7250-7250 |
0/0 |
|
Raw materials / by-products and downstream
Unit: yuan / ton, US dollar / ton
|
Area |
Market |
Raw materials / by-products |
2023/6/28 |
Remarks |
|
Northeast China |
Jilin |
Corn |
2600-2650 |
|
|
Northeast China |
Jilin |
DDGS |
2600-2650 |
|
|
Northeast China |
Heilongjiang Province |
Corn |
2500-2600 |
Less transactions at a low price |
|
Northeast China |
Heilongjiang Province |
DDGS |
2550-2630 |
|
|
Central China |
Henan |
Corn |
2830-2850 |
|
|
Central China |
Henan |
DDGS |
2780-2800 |
|
|
Thailand |
|
Dried cassava |
258-260 |
|
|
Shandong |
|
Ethyl acetate |
6000-6030 |
Acceptance leaves the factory |
|
Jiangsu Province |
|
Ethyl acetate |
6100-6100 |
|
|
South China |
|
Ethyl acetate |
6300-6350 |
|
Future forecast: ethanol in China is expected to fluctuate slightly, the spot in Northeast China is limited, order delivery, maintenance is imminent, and the price is strong. After the individual downward adjustment in Henan area, the cross-regional window opens, shipments increase, and prices are likely to rebound. There is not much short-term spot in East China, chemical rigid demand procurement, recent enterprises are about to shut down, northeast price rise support sent to price rise, downstream rigid demand procurement in East China has the possibility of increase.
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 not high, the buying atmosphere is not strong, and the price is arranged.
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 alcohol production, Fulaichun continued shutdown, Maibo Huihui 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
|
Enterprise name |
Production capacity (10,000 tons / year) |
Maintenance involves production capacity |
Maintenance start time |
Remarks |
|
Heilongjiang Hongzhan (Jixian) |
60 |
60 |
April fifteenth |
Start up on May 6th |
|
Jilin Fukang |
50 |
4 |
March 28th |
|
|
Heilongjiang Hexing grain and oil |
3 |
3 |
Late March |
|
|
Inner Mongolia Shuntong |
12 |
12 |
Stop the machine |
|
|
Heilongjiang Zhongke Green |
10 |
10 |
Stop the machine |
|
|
Fulaichun, Shandong Province |
20 |
20 |
Stop the machine |
|
|
Jiangsu Dongcheng |
15 |
15 |
Stop the machine |
|
|
Guannan COVID-19, Lianyungang |
5 |
5 |
Stop the machine |
|
|
Jiangsu Haiyan |
15 |
15 |
Start up in the middle of May |
|
|
Jiangsu Maibo remittance |
8 |
8 |
Stop feeding at the beginning of April |
|
|
Shuyang Guohua |
5 |
5 |
Stop the machine |
|
|
Anhui COFCO |
75 |
30 |
The material has been put in on April 20th. |
|
|
Anhui Wuhechun |
8 |
8 |
Stop the machine |
|
|
Jilin Xintianlong |
30 |
30 |
Shut down on May 5, start on the 17th, and reduce production on the 21st. |
|
|
Heilongjiang Sheng long |
15 |
15 |
Shut down on April 27th-start on June 5th |
|
|
Inner Mongolia Liniu |
10 |
10 |
Stop the machine |
|
|
Hanyong, Mengzhou, Henan Province |
30 |
30 |
One-line production |
|
|
Houyuan, Mengzhou, Henan Province |
50 |
50 |
Open on May 21 |
|
|
Jilin Dongfeng Hua Grain |
10 |
10 |
Stop feeding on April 17th |
|
|
National Investment Helen |
30 |
30 |
April 12-May 24 |
Fuel fuel |
|
Guotou Jidong |
30 |
30 |
April 3rd |
Fuel fuel |
|
Liaoyuan giant peak |
50 |
50 |
|
|
|
Zhenjiang Changxing |
10 |
10 |
All machines were shut down on May 16th and put in materials on June 5th. |
|
|
Jin Changlin in Lianyungang |
5 |
5 |
Shutdown on May 18th |
|
|
Hongzhang, ha. |
60 |
30 |
The first phase will be stopped on May 27 until the time is uncertain. |
|
|
Fukang |
50 |
50 |
The material will be cut off on July 20 and the whole line will be overhauled for a month. |
|
|
Tianyu |
15 |
15 |
On July 6, materials are suspended for overhaul for one month. |
|
|
Cofco Zhaodong |
30 |
10 |
Stop feeding on June 5-June 20 |
|
|
Chifeng Ruiyang |
8 |
8 |
Downtime on June 10th |
|
|
Hongzhan Tahiko |
30 |
30 |
It is expected to stop feeding for 20 days on June 20. |
|
|
Wanli Runda |
60 |
60 |
The outage is expected to last 20 days in July. |
|
Remarks: all estimated downtime and production capacity are subject to the specific downtime of the factory.
