On September 25th, the price index of general-grade ethanol was 6560.00, which was + 41 compared with the previous working day.
The price of ethanol in China has risen on individual weekends. September 25 hot spots: first, Henan prices are stable, individual anhydrous prices reduced by 50 yuan / ton. Second, the price in East China has increased by 50 yuan per ton. Third, the price of the big factory in Northeast China has not been paid yet. Fourth, the bidding price of ethyl acetate is weak. Fifth, the freight rate is moving steadily. Sixth, the transaction premium of coal ethanol is small and weak.
Specifically, the price of large factories in Northeast China has not been released, orders have been delivered, and individual enterprises of Heilongjiang large factories have reduced production on a certain line. The price in Henan is stable, the order is delivered, and the enterprise inventory is not high. The prices of enterprises in East China have risen, and the stock of chemical industry is obvious before the festival. The premium for coal-based ethanol weakened slightly. Last Friday, the price of the northeast enterprise Jilin market was quoted at 6700-6800 yuan / ton, and Jilin without water was 7350-7600 yuan / ton. The general grade of Heilongjiang market is 6500-6700 yuan / ton, and the Heilongjiang anhydrous market is 7300-7450 yuan / ton. The northeast closing position is about 7000-7050 yuan / ton. The superior enterprises in Central China are quoted at 7000 yuan / ton and the water-free price is 7850 yuan / ton. The price of ethanol in East China is 7000-7050 yuan / ton. The price of anhydrous ethanol is 7800-7900 yuan / ton, and the general price in southern Jiangsu is 7150-7200 yuan / ton. Cassava ethanol & nbsp;7200-7350 yuan / ton in Guangxi, South China.
& nbsp; unit: yuan / ton
Area |
Specifications |
Market |
2023/9/25 |
2023/9/22 |
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 |
7650-7700 |
7650-7700 |
0/0 |
|
|
Northeast China |
General level |
Jilin |
6700-6800 |
6700-6800 |
0/0 |
|
No water |
Jilin |
7350-7600 |
7350-7600 |
0/0 |
|
|
General level |
Jinzhou |
7000-7050 |
6900-6950 |
+100/+100 |
|
|
General level |
Heilongjiang Province |
6500-6700 |
6500-6700 |
0/0 |
|
|
East China |
General level |
Anhui Province |
7100-7150 |
7100-7150 |
0/0 |
|
No water |
Anhui Province |
7800-7850 |
7750-7850 |
0/0 |
|
|
No water |
Shandong |
7800-7900 |
7750-7900 |
0/0 |
|
|
General level |
Shandong |
7100-7100 |
6950-7000 |
0/0 |
|
|
Superior grade |
Shandong |
7200-7300 |
7100-7300 |
+100/0 |
|
|
Send it to other places without water. |
Shandong |
7800-7900 |
7800-7900 |
0/0 |
|
|
General level |
Northern Jiangsu |
7100-7150 |
7000-7100 |
+100/+50 |
|
|
No water |
Northern Jiangsu |
7850-7900 |
7800-7900 |
+50/0 |
|
|
General level |
Southern Jiangsu |
7200-7200 |
7100-7150 |
+100/+50 |
|
|
Central China |
Superior grade |
Henan |
7000-7000 |
7000-7050 |
0/-50 |
|
No water |
Henan |
7800-7850 |
7850-7850 |
-50/0 |
|
Raw materials / by-products and downstream
Unit: yuan / ton, US dollar / ton
Area |
Market |
Raw materials / by-products |
2023/9/25 |
Remarks |
Northeast China |
Jilin |
Corn |
2750-2800 |
|
Northeast China |
Jilin |
DDGS |
2700-2900 |
|
Northeast China |
Heilongjiang Province |
Corn |
2650-2700 |
Less transactions at a low price |
Northeast China |
Heilongjiang Province |
DDGS |
2700-2900 |
High fat |
Central China |
Henan |
Corn |
2910-2920 |
|
Central China |
Henan |
DDGS |
2790 |
|
Thailand |
|
Dried cassava |
280-285 |
|
Shandong |
|
Ethyl acetate |
7300-7320 |
Acceptance leaves the factory |
Jiangsu Province |
|
Ethyl acetate |
7500-7600 |
|
South China |
|
Ethyl acetate |
7600-7700 |
|
Future forecast: ethanol prices in China are expected to remain strong before the festival. Short-term chemical stocks are obvious, transaction prices are expected to rise. At present, most enterprises have no inventory, and the price is high.
Raw materials: corn ethanol: the price of corn in Northeast China is high and low, the willingness to purchase is not strong, and the humidity of corn is higher at this stage. At present, the supply of ddgs is increasing, the demand is limited, and prices continue to weaken. 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 3 factory installation normal, Raha Phase II production, Heilongjiang Shenglong production, Zhongke Green production, Fuyu Huihai shutdown; Fukang production, Tianyu production, Shuntong shutdown, Dongfeng Huafang downtime, Xintianlong normal, Liuniu shutdown. East China Flower Hall production, Guannan shutdown, Jin Changlin shutdown, Guohua shutdown, Changxing production, Longhe production, Romat production, sul shutdown, Fulaichun continued downtime, 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. China invests Helen out of stock.
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 27-start on June 5, put in material from July 19 to September 16 |
|
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, September 20- |
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 |
Stop from May 27 to July 20, Phase II September 25 |
|
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.