On September 27th, the general-grade ethanol price index was 6579.25, which was stable compared with the previous working day.
The price of ethanol in China is stable. Hot spots on September 27: first, the price in Henan is flat. Second, the price of excellent and high-grade anhydrous in East China has increased by 50 yuan per ton. Third, the price trend in Northeast China is stable. Fourth, the bidding price of ethyl acetate is weak. Fifth, the freight rate is moving steadily. Sixth, the transaction premium of coal-based ethanol increased slightly.
Specifically, prices in Northeast China remain stable and orders are delivered. The price in Henan is stable, the order is delivered, and the enterprise inventory is not high. The prices of enterprises in East China are superior and anhydrous prices are rising, orders are delivered before the chemical festival, and replenishment before the festival is basically over. The premium of coal-based ethanol increased slightly. Northeast enterprise Jilin market price 6700-6800 yuan / ton, Jilin no water 7350-7600 yuan / ton. The general grade of Heilongjiang market is 6550-6800 yuan / ton, and the Heilongjiang anhydrous market is 7450-7550 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 7800-7850 yuan / ton. The price of ethanol in East China is 7150 yuan / ton. The price of anhydrous ethanol is 7900-8000 yuan / ton, and the general price in southern Jiangsu is 7200-7300 yuan / ton. Cassava ethanol & nbsp;7200-7350 yuan / ton in Guangxi, South China.
& nbsp; unit: yuan / ton
Area |
Specifications |
Market |
2023/9/27 |
2023/9/25 |
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 |
7700-7800 |
7700-7800 |
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 |
7000-7050 |
0/0 |
|
|
General level |
Heilongjiang Province |
6550-6800 |
6550-6800 |
0/0 |
|
|
East China |
General level |
Anhui Province |
7100-7150 |
7100-7150 |
0/0 |
|
No water |
Anhui Province |
7800-7850 |
7800-7850 |
0/0 |
|
|
No water |
Shandong |
7800-7900 |
7800-7900 |
0/0 |
|
|
General level |
Shandong |
7100-7100 |
7100-7100 |
0/0 |
|
|
Superior grade |
Shandong |
7200-7300 |
7200-7300 |
0/0 |
|
|
Send it to other places without water. |
Shandong |
7800-7900 |
7800-7900 |
0/0 |
|
|
General level |
Northern Jiangsu |
7150-7150 |
7150-7150 |
0/0 |
|
|
No water |
Northern Jiangsu |
7900-8000 |
7850-7950 |
+50/+50 |
|
|
General level |
Southern Jiangsu |
7200-7300 |
7200-7200 |
0/+100 |
|
|
Central China |
Superior grade |
Henan |
7000-7000 |
7000-7000 |
0/0 |
|
No water |
Henan |
7800-7850 |
7800-7850 |
0/0 |
|
Raw materials / by-products and downstream
Unit: yuan / ton, US dollar / ton
Area |
Market |
Raw materials / by-products |
2023/9/27 |
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 |
7300-7300 |
Acceptance leaves the factory |
Jiangsu Province |
|
Ethyl acetate |
7450-7500 |
|
South China |
|
Ethyl acetate |
7550-7600 |
|
Future forecast: it is expected that there will be replenishment downstream after the holiday in October, and most of the replenishment support enterprises before the chemical festival have no obvious inventory, and the ethanol market price may remain strong after the festival, but if the shipments are not good during the holidays in a certain region, there is a possibility of weakness. In the later stage, with the end of replenishment, the market returns to normal, and the price may fluctuate. The supply increased in October, and the cost side of corn was negative, and the price support was insufficient. Fuel ethanol is replenished after the holiday, overall demand is likely to decline, and the start of work will increase in October, fuel ethanol price support is limited. The equipment is overhauled in the aspect of coal-based ethanol.
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 installation in Mengzhou, Henan Province is stable. 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-September 26 |
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.