On August 29th, the price index of general-grade ethanol was 6325.6, which was + 17.2 compared with the previous working day.
The price of ethanol in China's ethanol market in Henan fell slightly. Hot spots on August 29: first, the excellent grade of individual enterprises in Henan has been lowered by 30 yuan / ton. Second, the price of anhydrous ethanol in East China has increased by 50 yuan per ton. Third, the early low-level enterprises in Heilongjiang region of Northeast China rose to the normal market price, and the price in Jilin was stable. Fourth, the bidding price of ethyl acetate is stable.
Specifically, the price in Northeast China is stable, enterprises mainly produce fuel, limited delivery of food, and low-end prices disappear. The excellent grade of individual factories in Henan has been lowered by 30 yuan / ton, the execution of enterprise orders has been completed, prices have fallen, and others remain stable. There is not much spot in East China, order delivery, chemical rigid demand procurement. The price of fermented fuel ethanol is stable and the order is delivered. Coal ethanol is stable. Northeast enterprise Jilin market price 6450-6500 yuan / ton, Jilin no water 7150-7400 yuan / ton. The general grade of Heilongjiang market is 6450-6500 yuan / ton, and the Heilongjiang anhydrous market is 7150-7250 yuan / ton. The northeast closing position is about 6700-6800 yuan / ton. The superior enterprises in Central China offer 6700-6720 yuan / ton, and the water-free price is 7450-7500 yuan / ton. The price of ethanol in East China is 6750-6850 yuan / ton. The price of anhydrous ethanol is 7600-7700 yuan / ton, and the general price in southern Jiangsu is 6850-7150 yuan / ton. Cassava ethanol 7100-7150 yuan / ton in Guangxi, South China.
& nbsp; unit: yuan / ton
|
Area |
Specifications |
Market |
2023/8/29 |
2023/8/28 |
Rise and fall |
|
|
South China |
Cassava is anhydrous |
Guangxi |
7900-7950 |
7900-7950 |
0/0 |
|
|
Molasses 95% |
Guangxi |
- |
- |
- |
|
|
|
Cassava 95% |
Guangxi |
7100-7200 |
7100-7200 |
0/0 |
|
|
|
North China |
Superior grade |
Hebei |
- |
- |
- |
|
|
No water |
Hebei |
7200-7250 |
7200-7250 |
0/0 |
|
|
|
Northeast China |
General level |
Jilin |
6400-6500 |
6400-6500 |
0/0 |
|
|
No water |
Jilin |
7150-7400 |
7150-7400 |
0/0 |
|
|
|
General level |
Jinzhou |
6650-6800 |
6650-6800 |
0/0 |
|
|
|
General level |
Heilongjiang Province |
6400-6500 |
6350-6500 |
+50/0 |
|
|
|
East China |
General level |
Anhui Province |
6750-6850 |
6750-6850 |
0/0 |
|
|
No water |
Anhui Province |
7500-7600 |
7500-7600 |
0/0 |
|
|
|
No water |
Shandong |
7500-7650 |
7500-7650 |
0/0 |
|
|
|
General level |
Shandong |
6800-6850 |
6800-6850 |
0/0 |
|
|
|
Superior grade |
Shandong |
6950-7100 |
6900-7100 |
0/0 |
|
|
|
Send it to other places without water. |
Shandong |
7450-7600 |
7450-7600 |
0/0 |
|
|
|
General level |
Northern Jiangsu |
6750-6850 |
6750-6850 |
0/0 |
|
|
|
No water |
Northern Jiangsu |
7600-7700 |
7550-7650 |
+50/+50 |
|
|
|
General level |
Southern Jiangsu |
6850-7150 |
6850-7150 |
0/0 |
|
|
|
Central China |
Superior grade |
Henan |
6700-6720 |
6700-6750 |
0/-30 |
|
|
No water |
Henan |
7450-7500 |
7450-7500 |
0/0 |
|
Raw materials / by-products and downstream
Unit: yuan / ton, US dollar / ton
|
Area |
Market |
Raw materials / by-products |
2023/8/29 |
Remarks |
|
Northeast China |
Jilin |
Corn |
2750-2800 |
|
|
Northeast China |
Jilin |
DDGS |
3100-3150 |
|
|
Northeast China |
Heilongjiang Province |
Corn |
2650-2700 |
Less transactions at a low price |
|
Northeast China |
Heilongjiang Province |
DDGS |
3100-3200 |
High fat |
|
Central China |
Henan |
Corn |
2940-3020 |
|
|
Central China |
Henan |
DDGS |
2950-3050 |
|
|
Thailand |
|
Dried cassava |
280-285 |
|
|
Shandong |
|
Ethyl acetate |
6820-6850 |
Acceptance leaves the factory |
|
Jiangsu Province |
|
Ethyl acetate |
7000-7050 |
|
|
South China |
|
Ethyl acetate |
7200-7200 |
|
Future forecast: the short-term price is expected to be strong, the northeast Heilongjiang factory limited delivery, the inventory is not high, the short-term price is expected to be strong, Jilin large factories may start up in a short time, but at present, the enterprise inventory is at the bottom, and the price is stable. There is not much spot in East China, start-up enterprises are limited, downstream chemical rigid demand procurement, expected high price finishing.
Raw materials: corn ethanol: high price finishing, current ddgs price rise parallel products maintain high shock, 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 normal, Wanli installation normal, Hongzhan 4 factories normal, Heilongjiang Shenglong shutdown, Zhongkegreen feeding, Fuyu Huihai downtime; Fukang device shutdown, Tianyu production, Shuntong downtime, Dongfeng Huafang downtime, Xintianlong normal, Liuniu downtime. East China Flower Hall half-load production, Guannan shutdown, Jin Changlin shutdown, Guohua shutdown, Changxing feeding, Longhe production, Romat production, sul shutdown, Fulaichun shutdown, Maibo Huihui shutdown, MINUSTAH production. The installation in Mengzhou, Henan Province is normal. Jufeng shuts down. Chifeng Ruiyang production, Zalantun production. Jilin fuel rotation inspection is over, Guotou Tieling production. Tianguan Nanyang production.
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 downtime in mid-August around July 10 |
|
|
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 machines were shut down on May 16, June 5, July 19, August 28. |
|
|
Jin Changlin in Lianyungang |
5 |
5 |
Shutdown on May 18, production on August 7, shutdown around August 15. |
|
|
Hongzhang, ha. |
60 |
30 |
The first phase will be suspended from May 27 to July 20. |
|
|
Fukang |
50 |
50 |
Stop feeding on August 10th |
|
|
Tianyu |
15 |
15 |
Stop feeding on July 21 and feed on August 13 |
|
|
Cofco Zhaodong |
30 |
10 |
Stop feeding on June 5-June 20, July 15 stop fuel production on July 31, feed on August 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 |
Shutdown on July 15th and feeding on July 31st |
|
|
Lianyungang Longhe River |
10 |
10 |
The device stopped feeding on July 3, August 21. |
|
|
Jiangsu sul alcohol |
12 |
12 |
The device was shut down on July 3 |
|
|
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 |
The machine was shut down on July 31 for maintenance and put in the material on August 10. |
|
|
Henan Nanyang Tianguan |
30 |
30 |
August 15 put into production |
|
|
Romet. |
5 |
5 |
August 18 put into production |
|
|
Fuyu Huihai |
5 |
5 |
Downtime in mid-August |
|
|
China Colleen |
10 |
10 |
Feeding starts on August 22nd |
|
Remarks: all estimated downtime and production capacity are subject to the specific downtime of the factory.
