The price index of general-grade ethanol was 6185.25 on Aug. 7, weaker than the previous working day.
Individual prices of Henan premium grade in China's ethanol market are weak, while others remain stable. Hot spots on August 7: first, the quotations of individual enterprises in Henan have been lowered by 50 yuan / ton. Second, the price in East China is stable, and the chemical industry is in rigid demand. Third, the price in Northeast China is stable and the order is delivered. Fourth, the bidding price of ethyl acetate is stable. Fifth, the price of coal ethanol is stable.
Specifically, the food prices of large factories in Heilongjiang in Northeast China are stable, orders are delivered, individual factories adjust variety production to ensure supply, and Jilin prices are stable. Individual factories in Mengzhou, Henan Province weakened slightly as a result of weakening demand. The price trend in East China is stable, the order is delivered, but the spot is not much. Coal ethanol: the price of individual coal ethanol is stable. The price of fuel ethanol remains stable. The purchase price of geolian is small, detective. Northeast enterprise Jilin market general grade quotation 6400-6450 yuan / ton. The general grade of Heilongjiang market is 6250-6350 yuan / ton, Heilongjiang anhydrous market is 6950-7100 yuan / ton, and Jilin anhydrous market is 7000-7200 yuan / ton. The northeast closing position is about 6600 yuan / ton. The superior enterprises in Central China offer 6550-6600 yuan / ton, and the water-free price is 7400-7450 yuan / ton. The price of ethanol in East China is 6500-6550 yuan / ton. The price of anhydrous ethanol is 7300-7400 yuan / ton, and the general price in southern Jiangsu is 6750 yuan / ton. Cassava ethanol 6700-6900 yuan / ton in Guangxi, South China.
& nbsp; unit: yuan / ton
|
Area |
Specifications |
Market |
2023/8/7 |
2023/8/4 |
Rise and fall |
|
|
South China |
Cassava is anhydrous |
Guangxi |
7450-7500 |
7450-7500 |
0/0 |
|
|
Molasses 95% |
Guangxi |
- |
- |
- |
|
|
|
Cassava 95% |
Guangxi |
6700-6900 |
6700-6900 |
0/0 |
|
|
|
North China |
Superior grade |
Hebei |
- |
- |
- |
|
|
No water |
Hebei |
7100-7150 |
7100-7150 |
0/0 |
|
|
|
Northeast China |
General level |
Jilin |
6400-6450 |
6400-6450 |
0/0 |
|
|
No water |
Jilin |
7000-7300 |
7000-7200 |
0/+100 |
|
|
|
General level |
Jinzhou |
6600-6600 |
6600-6600 |
0/0 |
|
|
|
General level |
Heilongjiang Province |
6250-6400 |
6250-6400 |
0/0 |
|
|
|
East China |
General level |
Anhui Province |
6600-6650 |
6600-6650 |
0/0 |
|
|
No water |
Anhui Province |
7300-7400 |
7300-7400 |
0/0 |
|
|
|
No water |
Shandong |
|
|
|
|
|
|
General level |
Shandong |
6500-6500 |
6500-6500 |
0/0 |
|
|
|
Superior grade |
Shandong |
6850-6900 |
6850-6900 |
0/0 |
|
|
|
Send it to other places without water. |
Shandong |
7400-7500 |
7400-7500 |
0/0 |
|
|
|
General level |
Northern Jiangsu |
6500-6550 |
6500-6550 |
0/0 |
|
|
|
No water |
Northern Jiangsu |
7300-7400 |
7300-7400 |
0/0 |
|
|
|
General level |
Southern Jiangsu |
6750-6800 |
6750-6800 |
0/0 |
|
|
|
Central China |
Superior grade |
Henan |
6550-6600 |
6500-6630 |
+50/-30 |
|
|
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 |
2023/8/7 |
Remarks |
|
Northeast China |
Jilin |
Corn |
2700-2800 |
|
|
Northeast China |
Jilin |
DDGS |
2860-2950 |
|
|
Northeast China |
Heilongjiang Province |
Corn |
2600-2680 |
Less transactions at a low price |
|
Northeast China |
Heilongjiang Province |
DDGS |
2850-2930 |
High fat |
|
Central China |
Henan |
Corn |
2940-3000 |
|
|
Central China |
Henan |
DDGS |
2800 |
|
|
Thailand |
|
Dried cassava |
267-275 |
|
|
Shandong |
|
Ethyl acetate |
6310-6330 |
Acceptance leaves the factory |
|
Jiangsu Province |
|
Ethyl acetate |
6400-6450 |
|
|
South China |
|
Ethyl acetate |
6500-6550 |
|
Future forecast: short-term price regional trend is expected, order delivery in Northeast China, large order can be negotiated, Fukang equipment maintenance, support price is slightly strong. Henan short-term order delivery, but after the implementation of the order, the new order will take time, Henan is expected to be weak in the short term. East China chemical rigid demand procurement, as well as individual factory production reduction, chemical rigid demand procurement price is strong. Fuel supply increased slightly in the short term, but the current order delivery support, prices remain strong.
Raw materials: corn ethanol: corn prices are stable, the current ddgs prices rise parallel products to maintain high volatility, increased demand for pigs, 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 restored, Wanli plant restored, Hongzhan 4 factories normal, Heilongjiang Shenglong shutdown; Fukang device normal, Tianyu shutdown, Shuntong shutdown, Dongfeng Huafeng downtime, Xintianlong normal, Liniu shutdown. 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. Enterprises in Mengzhou, Henan Province maintain half of the load. Jufeng shuts down. Chifeng Ruiyang production, Zalantun production. Jilin fuel rotation inspection, Guotou Tieling shutdown.
Demand: downstream chemical rigid demand procurement. Liquor order purchase.
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 whole line will be stopped for maintenance on August 10th. |
|
|
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 |
Production stopped on July 4th and August 1st. |
|
|
Zalantun |
10 |
10 |
The product will be released around July 6th. |
|
|
Shandong Yingxuan |
20 |
20 |
Shut down at the end of June and put in material on July 25. |
|
|
Jilin fuel |
70 |
70 |
Two-line rotation inspection on July 31 |
|
|
Guotou Tieling |
30 |
30 |
Shutdown and maintenance on July 31 |
|
Remarks: all estimated downtime and production capacity are subject to the specific downtime of the factory.
