Ethanol: China's ethanol market dynamics on July 21

The price index of general-grade ethanol was 6208.50 on July 21, up from-1.5 on the previous working day.

China's ethanol market moves steadily. July 21 hot spots: first, Henan excellent individual enterprises followed by a reduction of 50 yuan / ton. Second, the fuel in Heilongjiang in Northeast China is rising and the consumption is stable. Third, the price in East China is stable, and the chemical industry is in rigid demand. 4. The price of ethyl acetate is stable. Fifth, the earth refining transaction price is high to sort out.

Specifically, the installation of individual lines of large factories in Heilongjiang in Northeast China has been restored, the price of fuel shipments has risen better, and the equipment of individual factories in Jilin has stopped feeding, and the price has been kept stable. Henan Mengzhou excellent shipments in general, prices continue to weaken. The price in East China is stable and the downstream chemical industry is in rigid demand for replenishment. Coal-based ethanol: the price of individual coal-based ethanol is high, the shipment is better, and the premium is lower than the previous day. The purchasing price of China chain in the region is high, and the purchasing price of some regions 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 6500 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, there is not much spot in the northeast, some factories have maintenance plans, enterprises have obvious willingness to raise prices, fuel prices are better in the near future, enterprises are more active in producing fuel, and consumption remains low. It is expected that the price of edible ethanol in Northeast China will remain high in the short term supported by the favorable supply side. Prices in Henan continue to weaken, cross-regional arbitrage is about to open, prices are likely to stop falling. General-grade shipments in East China are general, short-term start-up increases, dried cassava is also shipped one after another, and later construction is likely to continue to increase, and prices in East China are likely to be weak due to the impact of demand. However, after the chemical plant resumes production next week, we do not rule out the possibility of purchasing to support ethanol prices to a certain extent.

Raw materials: corn ethanol: corn prices are stable, the current ddgs prices have risen to a high level, soybean meal prices are weak, and prices are stable or weak in the short term. 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 Laha phase I resumption, Bayan production, Hongzhan other devices are normal, Heilongjiang Shenglong stops feeding; Fukang device is normal, Tianyu stops feeding, Shuntong stops, Dongfeng Huafang stops, 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.