The price index of general-grade ethanol was 6198.20 on July 24th, up from-10.3 on the previous working day.
Prices in some regions of China's ethanol market are weak. July 24 hot spots: first, Henan excellent quotation reduced by 10-50 yuan / ton. Second, the main factories in East China and Jiangsu are stable, while small factories are weakening slightly. The quotations of some enterprises in Shandong are weak. Third, prices in Northeast China are stable. Ethyl acetate big factory ethyl ester stop bidding. Fifth, the transaction price of the earth refinery is stable.
Specifically, the price of large factories in Northeast China is stable, there is not much general spot in Heilongjiang area, the delivery of downtime lines, the execution of pre-orders, and the price is stable. Henan Mengzhou premium shipments are weak, prices continue to weaken. Prices in eastern China and Shandong have weakened slightly, the prices of enterprises in the main producing areas of northern Jiangsu have been stable, and the prices of small factories have loosened somewhat. Coal-based ethanol: the output of individual coal-based ethanol has been restored, and the price fluctuates little. The price of fuel ethanol is stable. The price of receiving goods has not changed much. 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 6450-6490 yuan / ton, and the water-free price is 7400-7450 yuan / ton. The price of ethanol in East China is 6600-6650 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
|
Area |
Specifications |
Market |
2023/7/24 |
2023/7/21 |
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 |
7100-7200 |
7100-7200 |
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 |
6600-6650 |
6650-6750 |
-50/-100 |
|
|
No water |
Anhui Province |
7300-7350 |
7300-7400 |
0/-50 |
|
|
|
No water |
Shandong |
|
|
0/0 |
|
|
|
General level |
Shandong |
6500-6650 |
6650-6700 |
-150/-50 |
|
|
|
Superior grade |
Shandong |
6900-6900 |
6900-6900 |
0/0 |
|
|
|
Send it to other places without water. |
Shandong |
7350-7500 |
7350-7500 |
0/0 |
|
|
|
General level |
Northern Jiangsu |
6600-6650 |
6650-6650 |
-50/0 |
|
|
|
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 |
6450-6490 |
6500-6500 |
-50/-10 |
|
|
No water |
Henan |
7400-7450 |
7400-7450 |
0/0 |
|
Raw materials / by-products and downstream
Unit: yuan / ton, US dollar / ton
|
Area |
Market |
Raw materials / by-products |
2023/7/24 |
Remarks |
|
Northeast China |
Jilin |
Corn |
2700-2800 |
|
|
Northeast China |
Jilin |
DDGS |
2880-2950 |
|
|
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 |
2930-2990 |
|
|
Central China |
Henan |
DDGS |
2950 |
|
|
Thailand |
|
Dried cassava |
264-267 |
|
|
Shandong |
|
Ethyl acetate |
- |
Acceptance leaves the factory |
|
Jiangsu Province |
|
Ethyl acetate |
6450-6550 |
|
|
South China |
|
Ethyl acetate |
6600-6650 |
|
Future forecast: expected short-term price regional trend, Henan region fell to a low, some regional arbitrage window opened, short-term waiting for market feedback. East China's Jiangsu region is affected by weak downstream demand, and Henan prices are weak to low, which is bad for local shipments, and prices are likely to be weak. The northeast Jilin factory has the maintenance plan, the short-term price is stable, the Heilongjiang big factory line resumes but carries out the early order more, the short-term price is stable.
Raw materials: corn ethanol: corn prices are stable, the current ddgs prices rise, soybean meal prices rise, and ethanol plant maintenance supply reduced good news support. 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
|
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 |
Resume around July 10th |
|
|
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, reduce production on the 21st, full production on July 15th. |
|
|
Heilongjiang Sheng long |
15 |
15 |
Shut down on April 27th-start on June 5 and stop feeding on July 19th |
|
|
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 the machines were shut down on May 16, June 5, July 19. |
|
|
Jin Changlin in Lianyungang |
5 |
5 |
Shutdown on May 18th |
|
|
Hongzhang, ha. |
60 |
30 |
The first phase will be suspended from May 27 to July 20. |
|
|
Fukang |
50 |
50 |
The time of maintenance is uncertain. |
|
|
Tianyu |
15 |
15 |
The maintenance period will be stopped for 30 days on July 21. |
|
|
Cofco Zhaodong |
30 |
10 |
Stop feeding on June 5-shutdown 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 machine was shut down on July 15 for 15-20 days |
|
|
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 |
July 4th production |
|
|
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.
