The price index of general-grade ethanol was 6220.5 on July 14th, which was stable compared with the previous working day.
The price of ethanol in China is stable. Hot spots on July 14: first, the price of cassava ethanol in East China is stable and the transaction is general. Second, the price in Northeast China is stable and the goods are shipped in limited quantities. Third, prices in Henan are stable. Fourth, the price of ethyl acetate in large factories is weak.
Specifically, the northeast spot is limited, large factories limited delivery, order delivery, the price is stable. Henan Mengzhou enterprise order delivery, there are not many vehicles in front of the door, the price is stable. The price in East China is stable, the transaction is general, the mentality has changed, the production of some large chemical plants in the lower reaches has been reduced, the plant of individual ethylamine plant has been shut down, and the port shipping price is weak. The overall 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 |
2023/7/14 |
2023/7/13 |
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 |
7150-7200 |
7150-7200 |
0/0 |
|
|
|
Northeast China |
General level |
Jilin |
6400-6450 |
6400-6450 |
0/0 |
|
|
No water |
Jilin |
7100-7250 |
7100-7250 |
0/0 |
|
|
|
General level |
Jinzhou |
6600-6650 |
6600-6650 |
0/0 |
|
|
|
General level |
Heilongjiang Province |
6300-6400 |
6300-6400 |
0/0 |
|
|
|
East China |
General level |
Anhui Province |
6650-6800 |
6650-6800 |
0/0 |
|
|
No water |
Anhui Province |
7300-7500 |
7300-7500 |
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 |
2023/7/14 |
Remarks |
|
Northeast China |
Jilin |
Corn |
2600-2750 |
|
|
Northeast China |
Jilin |
DDGS |
2840-2950 |
|
|
Northeast China |
Heilongjiang Province |
Corn |
2550-2680 |
Less transactions at a low price |
|
Northeast China |
Heilongjiang Province |
DDGS |
2800-2890 |
High fat |
|
Central China |
Henan |
Corn |
2920-2990 |
|
|
Central China |
Henan |
DDGS |
3050 |
|
|
Thailand |
|
Dried cassava |
262-263 |
|
|
Shandong |
|
Ethyl acetate |
6300-6320 |
Acceptance leaves the factory |
|
Jiangsu Province |
|
Ethyl acetate |
6400-6400 |
|
|
South China |
|
Ethyl acetate |
6550-6600 |
|
Future forecast: short-term price regional trend is expected, there is not much spot in the northeast, and some factories have maintenance plans, enterprises are obviously willing to raise prices, and it is expected that the northeast will remain high in the short term. Prices in Henan have risen to a high level, and some enterprises have begun to accumulate stocks, but corn prices remain high and are expected to be sorted out within the price range in the short term. General-grade shipments in East China are general, and the consumption of downstream chemical production and downtime is reduced, but at present, most enterprises do not have obvious inventory support, and short-term price consolidation is expected.
Raw materials: corn ethanol: corn prices fell slightly in the region, the current ddgs prices rose to a high, soybean meal prices are weak, in the short term prices are stable or weak. Cassava dry: after the short-term price rise, Chinese ethanol plants are not willing to buy, so the price is stable.
Supply: northeast start: Dongning shutdown, Baoquanling shutdown, Fuyu Huihai normal, Cofco Zhaodong plant normal, Hongzhan Laha Phase I stop, Bayan production, Hongzhan other devices normal, Heilongjiang Shenglong production; Fukang device normal, Tianyu normal, Shuntong shutdown, Dongfeng Huafeng shutdown, Xintianlong production reduced, 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 |
Shutdown on April 27th-started on June 5th, with maintenance plan in July |
|
|
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 |
The time of maintenance is uncertain on July 20. |
|
|
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 |
It is expected to stop on July 15 |
|
|
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. |
|
|
Shandong Yingxuan |
20 |
20 |
The downtime at the end of June is uncertain. |
|
Remarks: all estimated downtime and production capacity are subject to the specific downtime of the factory.
