On July 11th, the price index of general-grade ethanol was 6209.75, which was + 21.50 compared with the previous working day.
The price in China's ethanol market rose in the region. July 11 hot spots: first, the price of cassava ethanol in East China is stable. Second, prices in Northeast China have risen. Third, prices in Henan are stable. 4. The price of ethyl acetate is stable.
Specifically, the spot in Northeast China is limited, large factories limited delivery, order delivery, Jilin level rose 100 yuan / ton, no water rose 150 yuan / ton, Heilongjiang rose 50 yuan / ton, individual factory maintenance is approaching, hesitant to sell. Henan Mengzhou enterprise order delivery, the number of vehicles in front of the door has declined slightly, the price of corn is high and the price is stable. The price in East China is stable and the order is delivered. The freight rate is stable. Northeast enterprise Jilin market general grade quotation 6400-6450 yuan / ton. The general grade of Heilongjiang market is 6300-6400 yuan / ton, Heilongjiang anhydrous market is 7050-7100 yuan / ton, and Jilin anhydrous market is 7100-7250 yuan / ton. The northeast closing position is about 6600-6650 yuan / ton. The superior enterprises in Central China are quoted at 6700 yuan / ton, and the water-free price is 7300-7400 yuan / ton. The price of ethanol in East China is 6650-6700 yuan / ton. The price of anhydrous ethanol is 7350-7450 yuan / ton, and the general price in southern Jiangsu is 6750-6800 yuan / ton. Cassava ethanol 6700-6800 yuan / ton in Guangxi, South China.
& nbsp; unit: yuan / ton
|
Area |
Specifications |
Market |
2023/7/11 |
2023/7/10 |
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 |
7050-7150 |
7050-7150 |
0/0 |
|
|
|
Northeast China |
General level |
Jilin |
6400-6450 |
6300-6350 |
+100/+100 |
|
|
No water |
Jilin |
7100-7250 |
7050-7200 |
+50/+50 |
|
|
|
General level |
Jinzhou |
6600-6650 |
6550-6600 |
+50/+50 |
|
|
|
General level |
Heilongjiang Province |
6300-6400 |
6200-6350 |
+100/+50 |
|
|
|
East China |
General level |
Anhui Province |
6650-6650 |
6650-6650 |
0/0 |
|
|
No water |
Anhui Province |
7300-7400 |
7300-7400 |
0/0 |
|
|
|
No water |
Shandong |
|
|
0/0 |
|
|
|
General level |
Shandong |
6700-6700 |
6700-6700 |
0/0 |
|
|
|
Superior grade |
Shandong |
6900-6900 |
6900-6900 |
0/0 |
|
|
|
Send it to other places without water. |
Shandong |
7350-7400 |
7350-7400 |
0/0 |
|
|
|
General level |
Northern Jiangsu |
6650-6700 |
6650-6700 |
0/0 |
|
|
|
No water |
Northern Jiangsu |
7350-7450 |
7350-7450 |
0/0 |
|
|
|
General level |
Southern Jiangsu |
6750-6800 |
6750-6800 |
0/0 |
|
|
|
Central China |
Superior grade |
Henan |
6700-6700 |
6700-6700 |
0/0 |
|
|
No water |
Henan |
7300-7400 |
7300-7400 |
0/0 |
|
Raw materials / by-products and downstream
Unit: yuan / ton, US dollar / ton
|
Area |
Market |
Raw materials / by-products |
2023/7/11 |
Remarks |
|
Northeast China |
Jilin |
Corn |
2600-2750 |
|
|
Northeast China |
Jilin |
DDGS |
2800-2950 |
|
|
Northeast China |
Heilongjiang Province |
Corn |
2550-2680 |
Less transactions at a low price |
|
Northeast China |
Heilongjiang Province |
DDGS |
2750-2890 |
High fat |
|
Central China |
Henan |
Corn |
2920-3000 |
|
|
Central China |
Henan |
DDGS |
2800-3100 |
|
|
Thailand |
|
Dried cassava |
262-263 |
|
|
Shandong |
|
Ethyl acetate |
6400-6410 |
Acceptance leaves the factory |
|
Jiangsu Province |
|
Ethyl acetate |
6450-6550 |
|
|
South China |
|
Ethyl acetate |
6700-6750 |
|
Future forecast: short-term high price consolidation is expected, there is not much spot in the northeast, no spot orders from large factories, limited delivery of enterprise orders, two factories in Heilongjiang have maintenance plans this month, prices are strong in the short term. The number of vehicles in front of the door in Henan has decreased compared with the previous period, but the price of corn continues to rise to a high level, and the price is expected to run. There is not much spot in East China, chemical rigid demand procurement, order support, short-term prices are expected to be strong.
Raw materials: corn ethanol: corn prices fell slightly in the region, the current ddgs prices rose to a high, prices are stable in the short term. 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 normal, Hongzhan Laha Phase I stop, Bayan production, Hongzhan other equipment normal, Heilongjiang Shenglong production; Fukang device normal, Tianyu normal, Shuntong shutdown, Dongfeng Huafeng shutdown, Xintianlong production reduction, Liniu shutdown. Huadong Huatian half-load production, Guannan shutdown, Jin Changlin shutdown, Guohua shutdown, Changxing production, Longhe shutdown, sul shutdown, Fulaichun shutdown, Maibo Huihui shutdown, MINUSTAH production. The production of enterprises in Mengzhou, Henan Province is normal. Jufeng production. Chifeng Ruiyang production, Zalantun production.
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 |
|
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 will be suspended for overhaul for one month, which is expected to be postponed. |
|
|
Cofco Zhaodong |
30 |
10 |
Stop feeding on June 5-there is a maintenance plan on June 20, July 15. |
|
|
Chifeng Ruiyang |
8 |
8 |
Shut down on June 10th and feed on July 4th. |
|
|
Hongzhan Tahiko |
30 |
30 |
Stop from June 20th to July 5th |
|
|
Wanli Runda |
60 |
60 |
The outage is expected to last 20 days in July. |
|
|
Lianyungang Longhe River |
10 |
10 |
The device stopped feeding on July 3. |
|
|
Jiangsu sul alcohol |
12 |
12 |
July 3 plant shutdown and feeding |
|
|
Liaoyuan giant peak |
50 |
50 |
The fourth of July is unstable. |
|
|
Zalantun |
10 |
10 |
The product will be released around July 6th. |
|
Remarks: all estimated downtime and production capacity are subject to the specific downtime of the factory.
