Ethanol: China's ethanol market dynamics on July 18

The price index of general-grade ethanol was 6214.50 on July 18, up from-1.5 on the previous working day.

China's ethanol market in Henan is superior and weak, the northeast remains stable, and prices in East China are strong at present. Hot spots on July 18: first, the price of cassava ethanol in East China is stable, and the chemical industry consumes pre-inventory. Second, the quotations of large factories in Northeast China are stable, the fuel shipments of large factories in Heilongjiang are OK, and the supply of edible goods is tight. Third, the excellent grade in Henan area was lowered by 50 yuan / ton yesterday afternoon. Fourth, the price of ethyl acetate in large factories weakens slightly. Fifth, the price of individual coal-based ethanol is stable and there is a high premium.

Specifically, the northeast Heilongjiang region of large factories in general loading tension, other normal loading, Jilin order delivery, price stability. Henan Mengzhou superior shipment is general, the price is weak. The price in East China is stable, and the cost support enterprises are willing to raise the price obviously, but the overall procurement of the market is general, the inventory of individual downstream raw materials is higher, and the negative mentality increases. Coal-based ethanol: the price of individual coal-based ethanol is stable and there is a high premium. 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 offer 6600-6600 yuan / ton, and the water-free price is 7300-7400 yuan / ton. The price of ethanol in East China is 6650 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

Raw materials / by-products and downstream

Unit: yuan / ton, US dollar / ton

Future forecast: short-term price regional trend is expected, some factories in Northeast China shut down and some enterprises have maintenance plans, short-term supply is good to support strong prices. The demand in Henan area is general, and it is expected to be weak in the short term. Individual chemicals in East China have procurement plans in the short term, but on the whole, downstream procurement is limited, enterprises are based on high costs and are unwilling to reduce prices, and short-term prices are maintained.

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 aspect: enterprise rigid demand procurement, Thailand is willing to raise the price is obvious, cassava dry inventory sales are expected short-term cassava dry price high finishing.

Supply: northeast start: Dongning shutdown, Baoquanling shutdown, Fuyu Huihai normal, Cofco Zhaodong plant shutdown, Wanli plant shutdown, Hongzhan Raha first phase stop, Bayan production, Hongzhan other equipment normal, Heilongjiang Shenglong production; Fukang device normal, Tianyu normal, Shuntong shutdown, Dongfeng Huafeng downtime, Xintianlong resuming, Linu downtime. East China Flower Hall half-load production, Guannan shutdown, Jin Changlin shutdown, Guohua production, Changxing production, Longhe shutdown, sul shutdown, Fulaichun continued 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

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