The price index of general-grade ethanol was 6208.00 on December 5th, which was stable compared with the previous working day.
& nbsp; the price of ethanol in China has risen in some cases, while others have been stable. Hot spots on December 5: first, Henan excellent prices are stable. Second, prices in East China are stable. Third, the price in Jilin in Northeast China is stable, and the price quotation in Heilongjiang is rising. Fourth, the bidding price of ethyl acetate is stable. Fifth, the arrangement of high freight rates. Sixth, the price of coal-based ethanol has risen. 7. Some fuel prices have gone up. 8. The price of ddgs is weak.
Specifically, the price of Jilin in the northeast region is stable, the price of Heilongjiang is rising, the previous order is delivered, and the northeast shipments can be loaded in a short time. The trend of superior price in Henan area is stable, and some orders are delivered. There is not much food in stock in East China, and the order is delivered. The price of fuel has risen. Northeast enterprise Jilin market price 6300-6350 yuan / ton, Jilin no water 6950-7150 yuan / ton. The general grade of Heilongjiang market is 6050-6300 yuan / ton, and the Heilongjiang anhydrous market is 6800-7000 yuan / ton. The northeast closing position is about 6600-6700 yuan / ton. The superior enterprises in Central China are quoted at 6650 yuan / ton and the water-free price is 7400 yuan / ton. The price of ethanol in East China is 6800 yuan / ton. The price of anhydrous ethanol is 7550-7600 yuan / ton, and the general price in southern Jiangsu is 7000-7050 yuan / ton. Cassava ethanol & nbsp;6900-6950 yuan / ton in Guangxi, South China.
& nbsp; unit: yuan / ton
Area |
Specifications |
Market |
2023/12/5 |
2023/12/4 |
Rise and fall |
|
South China |
Cassava is anhydrous |
Guangxi |
7500-7500 |
7500-7500 |
0/0 |
|
Molasses 95% |
Guangxi |
- |
- |
- |
|
|
Cassava 95% |
Guangxi |
6900-6950 |
6900-6950 |
0/0 |
|
|
North China |
Superior grade |
Hebei |
- |
- |
- |
|
No water |
Hebei |
7250-7250 |
7250-7250 |
0/0 |
|
|
Northeast China |
General level |
Jilin |
6300-6350 |
6300-6350 |
+50/+50 |
|
No water |
Jilin |
6900-7150 |
6900-7150 |
0/0 |
|
|
General level |
Jinzhou |
6600-6750 |
6600-6750 |
0/0 |
|
|
General level |
Heilongjiang Province |
6050-6300 |
6050-6200 |
0/0 |
|
|
East China |
General level |
Anhui Province |
6850-6930 |
6850-6930 |
0/0 |
|
No water |
Anhui Province |
7550-7600 |
7550-7600 |
0/0 |
|
|
No water |
Shandong |
7500-7550 |
7500-7550 |
0/0 |
|
|
General level |
Shandong |
6750-6750 |
6750-6750 |
0/0 |
|
|
Superior grade |
Shandong |
6850-7050 |
6850-7050 |
0/0 |
|
|
Send it to other places without water. |
Shandong |
7450-7550 |
7450-7550 |
0/0 |
|
|
General level |
Northern Jiangsu |
6800-6800 |
6800-6800 |
0/0 |
|
|
No water |
Northern Jiangsu |
7550-7600 |
7550-7600 |
0/0 |
|
|
General level |
Southern Jiangsu |
7000-7050 |
7000-7050 |
0/0 |
|
|
Central China |
Superior grade |
Henan |
6650-6650 |
6650-6650 |
0/0 |
|
No water |
Henan |
7400-7400 |
7400-7400 |
0/0 |
|
Raw material / by-product and downstream & nbsp
Unit: yuan / ton, US dollar / ton
Area |
Market |
Raw materials / by-products |
2023/12/5 |
Remarks |
Northeast China |
Jilin |
Corn |
2440-2460 |
|
Northeast China |
Jilin |
DDGS |
2300-2500 |
|
Northeast China |
Heilongjiang Province |
Corn |
2348-2400 |
Less transactions at a low price |
Northeast China |
Heilongjiang Province |
DDGS |
2000-2370 |
High fat |
Central China |
Henan |
Corn |
2620-2660 |
|
Central China |
Henan |
DDGS |
2450-2600 |
|
Thailand |
|
Dried cassava |
268-279 |
|
Shandong |
|
Ethyl acetate |
6600-6630 |
Acceptance leaves the factory |
Jiangsu Province |
|
Ethyl acetate |
6750-6800 |
|
South China |
|
Ethyl acetate |
6900-6950 |
Dongguan |
Future forecast: China's ethanol market is stable in the short term, and prices in Northeast China will rise and wait for downstream feedback. The downstream chemical industry in East China is likely to be purchased this week, with individual factories opening to increase supply and price consolidation. Prices in Henan are stable in the short term.
Raw material: corn ethanol: China's corn weakens slightly, the weather clears up, farmers hesitate to sell, and some shipments begin. At present, the price is weak under the weak demand for ddgs, pig consumption is greatly reduced under the influence of classical swine fever and bird flu, and the price of soybean meal goes down obviously, which is negative for the price trend of ddgs. In the aspect of dried cassava: enterprises are waiting for the new dried cassava to appear on the market.
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, Kant downtime, Changxing production, Longhe downtime, Romat production, sul shutdown, Fulaichun shutdown, Maybohui shutdown, and 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 |
June 5 stop feeding-June 20 July 15 shutdown July 31 fuel production, food feeding on August 15, December 1 unstable |
|
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 feeding production 12 early shutdown to resume |
|
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.