Ethanol: China's ethanol market dynamics on July 19

The price index of general-grade ethanol was 6211.5 on July 19th, up from-3 on the previous working day.

Henan premium prices in China's ethanol market continue to weaken. July 19 hot spots: first, the price of cassava ethanol in East China is stable, individual devices are down, and some chemical rigid demand is purchased. Second, the quotations of large factories in Northeast China are stable, the fuel shipments of large factories in Heilongjiang are OK, and the equipment of individual factories has stopped feeding. Third, the excellent grade in Henan will continue to be lowered by 50 yuan per ton. 4. The price of ethyl acetate is stable and the transaction is good. Fifth, the transaction price of the earth refinery has gone up.

Specifically, the general loading of large factories in Heilongjiang in Northeast China is tight, other normal loading, fuel shipments of large factories in Heilongjiang are OK, individual factory devices stop feeding, Jilin orders are delivered, and prices are stable. Henan Mengzhou excellent shipments in general, prices continue to weaken. The price in East China is stable, the rigid demand of chemical industry is purchased, and the equipment of individual enterprises in southern Jiangsu is down. Coal ethanol: the price of individual coal ethanol is high, the shipment is good, and there is a 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 are quoted at 6550 yuan / ton, and the water-free price is 7400-7450 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 is general, it is expected to be weak in the short term, the price of corn is high, and the cost support space is limited. In the short term, it is expected that the price of short-term chemical procurement in East China may be weak, but on the whole, the downstream procurement is limited, and enterprises are unwilling to reduce prices because of high costs.

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 devices are normal, Heilongjiang Shenglong stops feeding; Fukang device is normal, Tianyu normal, Shuntong shutdown, Dongfeng Huafang downtime, Xintianlong resumes, Liniu stops. Huadong Huatian half-load production, Guannan shutdown, Jin Changlin downtime, Guohua production, Changxing downtime, 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

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