The price index of general-grade ethanol was 6399.95 on Sept. 11, up from + 13.6 on the previous working day.
The price of ethanol in China is rising. September 11 hot spots: first, Henan prices rose significantly over the weekend. Second, the price in East China will be raised by 50 yuan per ton. Third, the price of Jilin in Northeast China has increased by 100 yuan per ton. Fourth, the bidding price of ethyl acetate rose 300 yuan / ton over the weekend. Fifth, the freight rate is moving steadily. Sixth, the price of coal-based ethanol fluctuates at a high level. Seventh, fuel ethanol is tight in stock. 8. The price of ddgs is meat-free.
Specifically, the new price of the big factory in Heilongjiang in Northeast China has not come out. Jilin area big factory quotation rises 100 yuan / ton, the order delivers goods. Prices in Henan rose significantly over the weekend, with an increase in the number of pick-up vehicles. The quotation of enterprises in East China has increased by 50 yuan / ton, and the order is delivered. The transaction price of coal-based ethanol is better, and the premium is high. There is not much fuel ethanol in stock, and the stock of enterprises before the festival is obvious. Northeast enterprise Jilin market price 6600-6700 yuan / ton, Jilin no water 7250-7550 yuan / ton. Last week, the price in Heilongjiang market was 6400-6550 yuan / ton, and the Heilongjiang anhydrous market was 7150-7300 yuan / ton. The northeast closing position is about 6850-6900 yuan / ton. The superior enterprises in Central China offer 6840-6850 yuan / ton, and the price of no water is 7600 yuan / ton. The price of ethanol in East China is 6850-6900 yuan / ton. The price of anhydrous ethanol is 7650-7750 yuan / ton, and the general price in southern Jiangsu is 7000-7150 yuan / ton. Cassava ethanol & nbsp;7200-7350 yuan / ton in Guangxi, South China.
& nbsp; unit: yuan / ton
|
Area |
Specifications |
Market |
2023/9/11 |
2023/9/8 |
Rise and fall |
|
|
South China |
Cassava is anhydrous |
Guangxi |
7850-7950 |
7850-7950 |
0/0 |
|
|
Molasses 95% |
Guangxi |
- |
- |
- |
|
|
|
Cassava 95% |
Guangxi |
7200-7350 |
7200-7350 |
0/0 |
|
|
|
North China |
Superior grade |
Hebei |
- |
- |
- |
|
|
No water |
Hebei |
7300-7350 |
7300-7350 |
0/0 |
|
|
|
Northeast China |
General level |
Jilin |
6600-6700 |
6500-6550 |
+100/+100 |
|
|
No water |
Jilin |
7250-7550 |
7200-7450 |
+50/+100 |
|
|
|
General level |
Jinzhou |
6850-6950 |
6800-6850 |
+50/+100 |
|
|
|
General level |
Heilongjiang Province |
6400-6550 |
6400-6550 |
0/0 |
|
|
|
East China |
General level |
Anhui Province |
6850-6950 |
6850-6950 |
0/0 |
|
|
No water |
Anhui Province |
7550-7650 |
7550-7650 |
0/0 |
|
|
|
No water |
Shandong |
7600-7650 |
7600-7650 |
0/0 |
|
|
|
General level |
Shandong |
6850-6900 |
6800-6850 |
+50/+50 |
|
|
|
Superior grade |
Shandong |
6950-7150 |
6950-7150 |
0/0 |
|
|
|
Send it to other places without water. |
Shandong |
7550-7700 |
7550-7700 |
0/0 |
|
|
|
General level |
Northern Jiangsu |
6850-6900 |
6850-6850 |
0/+50 |
|
|
|
No water |
Northern Jiangsu |
7650-7750 |
7600-7700 |
+50/+50 |
|
|
|
General level |
Southern Jiangsu |
7000-7150 |
7000-7150 |
0/0 |
|
|
|
Central China |
Superior grade |
Henan |
6840-6850 |
6750-6770 |
+90/+80 |
|
|
No water |
Henan |
7550-7600 |
7500-7550 |
+50/+50 |
|
Raw materials / by-products and downstream
Unit: yuan / ton, US dollar / ton
|
Area |
Market |
Raw materials / by-products |
2023/9/11 |
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 |
2920-3100 |
High fat |
|
Central China |
Henan |
Corn |
2940-3030 |
|
|
Central China |
Henan |
DDGS |
2940-2940 |
|
|
Thailand |
|
Dried cassava |
280-285 |
|
|
Shandong |
|
Ethyl acetate |
7600-7650 |
Acceptance leaves the factory |
|
Jiangsu Province |
|
Ethyl acetate |
7750-7850 |
|
|
South China |
|
Ethyl acetate |
7850-7950 |
|
Future forecast: ethanol prices in China are expected to be strong in the short term. Northeast spot is not much, pre-holiday stock exists, enterprise order delivery support price is strong. The chemical industry in East China has a purchasing plan before the festival, and the order delivery supports the short-term price to remain strong. The spot of fuel is limited and the price is high.
Raw materials: corn ethanol: high price finishing, corn prices in central China are about to rise, negative corn price trend. At present, after ddgs prices rose to a high level, downstream resistance to high-end raw material procurement is high, and prices are 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, Cofco Zhaodong normal, Wanli installation normal, Hongzhan 4 factory installations normal, Heilongjiang Shenglong shutdown, Zhongkegreen production, Fuyu Huitong shutdown; Fukang production, Tianyu production, Shuntong shutdown, Dongfeng Huafang downtime, Xintianlong normal, Liniu shutdown. East China Flower Hall normal, Guannan shutdown, Jin Changlin shutdown, Guohua shutdown, Changxing production, Longhe production, Romat production, sul shutdown, Fulaichun continued shutdown, Maibo Huihui shutdown, MINUSTAH production. The production of Mengzhou plant in Henan province has been reduced. Jufeng shuts down. Chifeng Ruiyang production, Zalantun production. Jilin fuel is normal, Guotou Tieling production. Tianguan Nanyang production. Guotou Jidong 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 |
Feed from August 10 to August 31 |
|
|
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 |
The two lines will be inspected from 31 July to 20 August. |
|
|
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 |
|
|
Guotou Jidong |
30 |
30 |
Feed in early September |
|
Remarks: all estimated downtime and production capacity are subject to the specific downtime of the factory.
