On November 28th, the price index of general-grade ethanol was 6192.50, up from-1.5 on the previous working day.
& nbsp; the price of ethanol in China is stable. November 28 hot spot: first, Henan excellent price is stable, high-end price disappears. Second, prices in East China are stable. Third, prices in Northeast China are stable. Fourth, the bidding price of ethyl acetate is stable. Fifth, the arrangement of high freight rates. Sixth, the chemical downstream rigid demand procurement, the transaction price is higher than the previous trading day shock.
Specifically, the northeast region ethanol price trend is stable, Heilongjiang to part of the regional freight rate is high, sent to the higher price, enterprise order delivery. The trend of superior price in Henan area is stable and orders are delivered. Changxing in East China is about to produce products, chemical rigid demand purchase order delivery, enterprise quotation remains stable. Northeast enterprise Jilin market price 6250-6350 yuan / ton, Jilin no water 6950-7150 yuan / ton. The general grade of Heilongjiang market is 6050-6200 yuan / ton, and the Heilongjiang anhydrous market is 6800-6900 yuan / ton. The northeast closing position is about 6650-6750 yuan / ton. The superior enterprises in Central China offer 6650-6650 yuan / ton, and the price of no water is 7400 yuan / ton. The price of ethanol in East China is 6750 yuan / ton. The price of anhydrous ethanol is 7450-7550 yuan / ton, and the general price in southern Jiangsu is 6850-6950 yuan / ton. Cassava ethanol & nbsp;6900-6950 yuan / ton in Guangxi, South China.
& nbsp; unit: yuan / ton
Area |
Specifications |
Market |
2023/11/28 |
2023/11/27 |
Rise and fall |
|
South China |
Cassava is anhydrous |
Guangxi |
7500-7600 |
7500-7600 |
0/0 |
|
Molasses 95% |
Guangxi |
- |
- |
- |
|
|
Cassava 95% |
Guangxi |
6900-6950 |
6900-6950 |
0/0 |
|
|
North China |
Superior grade |
Hebei |
- |
- |
- |
|
No water |
Hebei |
7250-7350 |
7250-7350 |
0/0 |
|
|
Northeast China |
General level |
Jilin |
6250-6300 |
6250-6300 |
0/0 |
|
No water |
Jilin |
6900-7100 |
6900-7100 |
0/0 |
|
|
General level |
Jinzhou |
6650-6700 |
6650-6700 |
0/0 |
|
|
General level |
Heilongjiang Province |
6050-6200 |
6050-6200 |
0/0 |
|
|
East China |
General level |
Anhui Province |
6850-6990 |
6850-6990 |
0/0 |
|
No water |
Anhui Province |
7450-7600 |
7450-7600 |
0/0 |
|
|
No water |
Shandong |
7450-7500 |
7450-7500 |
0/0 |
|
|
General level |
Shandong |
6700-6750 |
6700-6750 |
0/0 |
|
|
Superior grade |
Shandong |
6850-7050 |
6850-7050 |
0/0 |
|
|
Send it to other places without water. |
Shandong |
7400-7500 |
7400-7500 |
0/0 |
|
|
General level |
Northern Jiangsu |
6750-6750 |
6750-6750 |
0/0 |
|
|
No water |
Northern Jiangsu |
7450-7550 |
7450-7550 |
0/0 |
|
|
General level |
Southern Jiangsu |
6850-6950 |
6850-6950 |
0/0 |
|
|
Central China |
Superior grade |
Henan |
6650-6650 |
6650-6650 |
0/0 |
|
No water |
Henan |
7400-7400 |
7400-7400 |
0/0 |
|
Raw materials / by-products and downstream
Unit: yuan / ton, US dollar / ton
Area |
Market |
Raw materials / by-products |
2023/11/28 |
Remarks |
Northeast China |
Jilin |
Corn |
2440-2480 |
|
Northeast China |
Jilin |
DDGS |
2370-2460 |
|
Northeast China |
Heilongjiang Province |
Corn |
2330-2380 |
Less transactions at a low price |
Northeast China |
Heilongjiang Province |
DDGS |
2200-2450 |
High fat |
Central China |
Henan |
Corn |
2640-2700 |
|
Central China |
Henan |
DDGS |
2450-2600 |
|
Thailand |
|
Dried cassava |
268-279 |
|
Shandong |
|
Ethyl acetate |
6350-6400 |
Acceptance leaves the factory |
Jiangsu Province |
|
Ethyl acetate |
6500-6550 |
|
South China |
|
Ethyl acetate |
6600-6700 |
|
It is predicted that the ethanol market in China is stable in the short term, the price in Northeast China is stable, the order delivery is high, the logistics price is high, the short-term supply of goods in East China is increased, and the short-term price of chemical order delivery is stable. Henan does not rule out chemical replenishment.
Raw material: corn ethanol: China's corn fell to a low level in the early period, and farmers lost money and sold at a low price, but recently prices rebounded slightly and remained stable. At present, the price is weak under the weak demand for ddgs. In the aspect of dry cassava: enterprises have rigid demand for procurement, Thailand is willing to raise the price obviously, and the sales of dry cassava inventory are expected to be arranged at a high price in the short term. The market is low in price and average in quality.
Supply: northeast start: Dongning Hongda shutdown, Baoquanling shutdown, Luobei production, Cofco Zhaodong unstable, Wanli installation normal, Hongzhan 4 factories normal, Heilongjiang Shenglong production, Zhongkegreen production, Fuyu Huihai production; Fukang production, Tianyu production, Shuntong production, Dongfeng Huafeng production, Xintianlong normal, Liuniu production. Huadong Huatian production, Guannan shutdown, Jin Changlin downtime, Guohua shutdown, Changxing production, Longhe downtime, Romat production, sul shutdown, Fulaichun shutdown, Maibo Huihui shutdown, MINUSTAH production. Three factories in Mengzhou, Henan Province are normal. Jufeng shuts down. Chifeng Ruiyang production, Zhalantun production, Inner Mongolia Jietainuo plant production. Jilin fuel is normal, Guotou Tieling production. Tianguan Nanyang production. Guotou Jidong production. State Investment Helen production.
Demand: downstream chemical rigid demand procurement. Liquor order purchase.
Logistics: high price arrangement of logistics.
Equipment maintenance table of Chinese ethanol enterprises
Enterprise name |
Production capacity (10,000 tons / year) |
Maintenance involves production capacity |
Maintenance start time |
Remarks |
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 |
Production on October 8th |
|
Heilongjiang Zhongke Green |
10 |
10 |
Production on August 30th |
|
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 |
It is expected to shut down in September 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 |
October production |
|
Hanyong, Mengzhou, Henan Province |
30 |
30 |
One-line production |
|
Houyuan, Mengzhou, Henan Province |
50 |
50 |
Open on May 21 and shut down on October 26th |
|
Jilin Dongfeng Hua Grain |
10 |
10 |
Fire from 17 April to 9 October |
|
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, November 6, November 25 or so. |
|
Jin Changlin in Lianyungang |
5 |
5 |
Shutdown on May 18, production on August 7, shutdown around August 15. |
|
Hongzhang, ha. |
60 |
30 |
From 27 May to 20 July, Phase II from September 25 to October 9 |
|
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, instability in November |
|
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 |
July 3 device stop feeding August 21 feeding November 3 shutdown |
|
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-October 3 |
|
China Colleen |
10 |
10 |
Feeding starts on August 22nd |
|
Guotou Jidong |
30 |
30 |
Feed in early September |
|
Hongzhan Huannan |
30 |
30 |
October 08-October 22 |
|
Remarks: all estimated downtime and production capacity are subject to the specific downtime of the factory.